This Week This week saw odds of a Federal Reserve rate hike at the end of the month fall from 70% to 20%. The reasons being: Fed voters said as much (in “Fedspeak”). New York Fed President John Williams said there’s “no need for urgency,” while Fed Vice Chair Philip Jefferson said the Fed may ...
Three names to watch, a potential catalyst, and a trader’s approach to the entry, risk, and payoff. Listen to the audio version of this article (generated by AI). Editor’s Note: Some of the fastest growing sectors in the market right now, like AI data centers, electric vehicles and new power grids, all need one critical ...
Listen to the audio version of this article (generated by AI). Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing It’s been a whipsaw session on Wall Street. This morning, investors greeted blockbuster earnings from Micron (MU) by selling the stock, ...
Listen to the audio version of this article (generated by AI). Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing It’s been a whipsaw session on Wall Street. This morning, investors greeted blockbuster earnings from Micron (MU) by selling the stock, ...
Two of the companies protecting the next wave of AI. Listen to the audio version of this article (generated by AI). Editor’s Note: As AI agents like Meta’s newly released Muse take on more work, companies face a growing challenge – making sure those agents follow the rules. A recent review of AI agents running ...
Most investors will exhale and move on. That’s the mistake. Listen to the audio version of this article (generated by AI). Hello, Reader. In 1988, Ivy League graduate Robert Tappan Morris released a small, self-replicating code – a “worm” – onto the early internet. He claimed he only wanted to find out how big “the ...
Listen to the audio version of this article (generated by AI). Imagine building a house where there are no roads, no hardware stores, and no power lines. Now imagine that every gallon of fuel, every part needed to build that house or replace a part of the house, has to travel nearly 1,000 miles across ...
Key Points General Motors and Ford Motor Company are both competing once again for defense business. Analysts believe these developments could add bottom-line profits quickly. These developments could also help grant Detroit automakers better valuations. 10 stocks we like better than Ford Motor Company › Detroit automakers Ford Motor Company (NYSE: F) and General Motors ...
Two of the companies protecting the next wave of AI. Listen to the audio version of this article (generated by AI). Editor’s Note: As AI agents like Meta’s newly released Muse take on more work, companies face a growing challenge – making sure those agents follow the rules. A recent review of AI agents running ...
Alibaba Group BABA continues to trade at a premium price-to-sales multiple relative to its sector, a valuation gap that has left investors debating whether the stock still deserves a place in growth portfolios or whether a better entry point lies ahead. BABA is currently trading at a forward 12-month price-to-sales ratio of 1.64, above the ...
Russ Cohen
Russ Cohen