Articles for category: Market News

Russ Cohen

These Shortages Could Fuel AI’s Next Winners

When supply tightens, the companies controlling the chokepoint often win the most. Listen to the audio version of this article (generated by AI). Editor’s Note: Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question… Where are these ...

Russ Cohen

China Targeted MP Materials for a Reason

Rare earth magnets sit inside robots, EVs, satellites, and chipmaking equipment – and China controls the supply chain Listen to the audio version of this article (generated by AI). In October 1973, America learned an unforgettable lesson about what happens when a strategic rival controls the one input everything runs on… Arab oil producers announced ...

Russ Cohen

Four Actionable Stock Ideas From a Legendary Investor

Listen to the audio version of this article (generated by AI). Four Actionable Stock Ideas From a Legendary Investor This week, Digest writer Jeff Remsburg is on vacation. But don’t worry – the Digest isn’t going anywhere. While he’s out, we’ll go straight to our experts, letting them share the ideas they’re most fired up ...

Russ Cohen

Why the AI “Freight Train” Is Still Gathering Steam

Listen to the audio version of this article (generated by AI). Wall Street has a strange habit of worrying most when things are going well. We got a perfect example last week. SanDisk Corporation (SNDK) reported fourth-quarter earnings of $39.25 per share, easily topping analysts’ expectations of $34.51 per share. Revenue surged 372% year-over-year to ...

Russ Cohen

Space Stocks Crashed in July. Their Businesses Didn’t.

Listen to the audio version of this article (generated by AI). July was a brutal month for space stocks.  BlackSky (BKSY) was down almost 20%. Rocket Lab (RKLB), AST SpaceMobile (ASTS), and Planet Labs (PL) shed more than 30%. Even SpaceX (SPCX) – fresh off the largest IPO in history – slid over 50% from ...

Russ Cohen

A Billion Dollar Lesson for Investors

Listen to the audio version of this article (generated by AI). He never made a movie, but Hollywood made him a billionaire It’s a Hollywood story that reads more like fiction. It’s about a billionaire who got rich from the movies in a most unusual way. He never starred in a movie. Never directed one. ...

Russ Cohen

Lessons From the AI Genius Who Tried to Outsmart the Market

I’ll explain why the hedge fund collapse offers a timely warning for AI investors Listen to the audio version of this article (generated by AI). Wall Street history is littered with brilliant people who thought they had figured out the market. Take Long-Term Capital Management (LTCM). The hedge fund was run by some of the ...

Russ Cohen

The Best Stocks to Buy on the Bounce After the ‘Leopold Low’

July’s crash in AI infrastructure stocks had a cause, a name, and a leverage ratio Listen to the audio version of this article (generated by AI). Does bad luck actually exist? Physicists have spent a century attempting to get to the bottom of this question. At the subatomic level, the universe looks like pure chaos. ...