Articles for category: Market News

Russ Cohen

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

The first half of 2026 is one that Microsoft Corporation shareholders would just as soon forget. The stock is down approximately 20% as of July 1. As recently as June 24, hit a 52-week low of $349.20. It hasn’t all been downhill. But every time it looked like MSFT was getting ready to recover, something ...

Russ Cohen

Don’t Chase Bitcoin – Own the Companies Powering AI

Bitcoin miners are becoming AI infrastructure companies, and Wall Street is just starting to notice. Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose In today’s guest essay, he ...

Russ Cohen

Micron Earnings: Blowout Quarter Raises the Bar for AI Memory Demand

On Wednesday, June 24th, after the market closed, (NASDAQ:) reported what could only be described as a blowout fiscal Q3 ’26, as revenue, operating income and EPS materially exceeded Street consensus. Actual revenue vs estimate was $41.5 bl versus the estimate of $35.4 billion for a 17% revenue “upside surprise”; Actual operating income was $33.7 ...

Russ Cohen

Why the 60/40 Portfolio May Be Ready for a Comeback

In the late 1990’s there was always one or two financial press commentators, and even a few investment advisors suggesting that the 60% / 40% Barclays Aggregate (AGG) had outrun it’s usefulness, and suggested alternative allocations for investors. You are hearing the same thing today on a number of fronts from either investment advisors (and ...

Russ Cohen

S&P 500: Market Dispersion Rises as Technology Leadership Fades

It’s July, which means we’re in the heart of dance competition season. As a result, I’ll once again be traveling with my family to another obscure location for Nationals. While I’m incredibly proud of everything my daughter has accomplished, I’ve also come to appreciate that competitive dance may be one of the better money-making businesses ...

Russ Cohen

Why You Should Be Proud to Be an American Investor

While the rest of the world sends visitors here to have their minds blown by a Buc-ees, Louis Navellier is reminded of something he’s believed for 47 years. Listen to the audio version of this article (generated by AI). Editor’s Note: This Fourth of July marks the 250th anniversary of the United States — and ...

Russ Cohen

2 More Stocks to Buy for the AI Convergence

Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest. In the days following its IPO, Space Exploration Technologies Corp. (SPCX) surged 25%, rewarding early investors and turning its owner, Elon Musk, into a trillionaire. The following week the stock sank below $160, sending most investors into ...