Articles for category: Market News

Russ Cohen

The Stocks Hiding in AI’s “Magical Spaces”

The companies using AI to transform industries could become the next big winners. Listen to the audio version of this article (generated by AI). Hello, Reader. Nicky Hopkins, a classically trained pianist from Middlesex, England, was never a “front man” mauled by groupies. But the biggest bands of his era valued him for a particular ...

Russ Cohen

Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor

Listen to the audio version of this article (generated by AI). Editor’s Note: My Investorplace colleague Louis Navellier has been watching two very important trends collide: cooling inflation and a weakening labor market. And that could put the Federal Reserve in a very interesting position. Louis is joining us today to breake down the latest ...

Russ Cohen

1 Stock to Buy for the AI Revolution

Listen to the audio version of this article (generated by AI). Tom Yeung here, with your Sunday Digest. Over the past several months, the most common question we’ve heard is this: Is it too late to buy AI stocks? You would be right to wonder. After all, most AI stock charts now look something like ...

Russ Cohen

Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative

Revenue, capacity expansion, and infrastructure orders are showing that real demand is starting to justify the spending Listen to the audio version of this article (generated by AI). Editor’s note: “Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative” was previously published in July 2026 with the title “The AI Capex Bear Case Just ...

Russ Cohen

The Painful Mistake After Finding a 10-Bagger

Listen to the audio version of this article (generated by AI). Picking a winner only matters if you get this decision right Would you rather own one asset or an empire? In 1977, 20th Century Fox released a strange science-fiction movie that would soon become the highest-grossing film ever made. The studio took a gamble ...

Russ Cohen

Which AI Stocks Actually Belong in Your Portfolio?

Listen to the audio version of this article (generated by AI). Editor’s Note: The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher question: Which ones deserve a place in your portfolio? My colleague Luke Lango believes simply owning more ...

Russ Cohen

Lumentum’s 680% Run Created a New Portfolio Problem

Listen to the audio version of this article (generated by AI). Lumentum (LITE) just gave investors exactly what they want from a long-term winner: another reason to keep holding. The optical-networking company just reported roughly $1.01 billion in quarterly revenue, more than double what it generated a year ago. Adjusted earnings jumped to $3.23 per ...

Russ Cohen

Cooling Inflation Opens the Door for This Trade

Listen to the audio version of this article (generated by AI). Since Digest writer Jeff Remsburg is away this week, we’ve showcased essays from our suite of InvestorPlace experts. Today, we’re wrapping things up with Wall Street icon Louis Navellier, who dives into the tightrope the Federal Reserve is walking, trying to keep inflation under ...