Articles for category: Market News

Russ Cohen

Who Really Controls the $7 Trillion Robot Boom?

Hint: it’s not the U.S. Listen to the audio version of this article (generated by AI). A robot rocket in Shanghai… the rare earth choke point behind every humanoid… Home Depot’s warning on the consumer… why housing stocks are climbing anyway … and Louis Navellier changes his job after 47 years Yesterday, a Chinese robot ...

Russ Cohen

What NVIDIA’s $500 Billion “Checkmate” Means for Investors

Listen to the audio version of this article (generated by AI). In chess, the Queen’s Gambit begins with what looks like a sacrifice. Despite the name, you don’t give up your queen. You offer a pawn, accepting a little risk early in exchange for something potentially far more valuable: control of the center of the ...

Russ Cohen

Usain Bolt Just Got an AI Rival – Meet the Stocks Behind It

Unitree’s $50 billion IPO is sending a powerful signal to investors, and the biggest opportunity may not be in the robots themselves. Hello, Reader. On August 16, 2009, Usain Bolt ran the 100-meter dash in 9.58 seconds at the World Athletics Championships in Berlin. The time set a new world record (and broke Bolt’s previous ...

Russ Cohen

Will Higher Bond Yields Break the AI Bull Market?

Checking in on the bond market… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number Yardeni is watching As I write on Wednesday, the bond market just got rescued…for the moment. Yesterday, the 30-year Treasury yield touched 5.33% – a 19-year high. The “Bond ...

Russ Cohen

Don’t Sell Your AI Stocks – Sort Them

Listen to the audio version of this article (generated by AI). The public’s data-center revolt spreads… even Texas taps the brakes… will it kill the AI trade?… why the move is “sort,” not “sell” The public really hates data centers – but that could make you a lot of money. Last month, I introduced an ...