Articles for category: Market News

Russ Cohen

Sony Is Going All-Digital—But Investors Should Watch This Instead

announced plans to discontinue its physical gaming discs starting in 2028. According to the company, the move is being made to coincide with consumer preferences. That sentiment is backed up by Take-Two Interactive, which announced that its latest version of Grand Theft Auto will be available exclusively in a digital format. SONY hasn’t moved much ...

Russ Cohen

Strategy: A Good Pivot to Get Through the Bitcoin Winter

Strategy’s (NASDAQ:) survival depend on liquidity coverage, while MSTR’s premium likely depends on reclaiming the company’s cost basis. The bear market can end for BTC before it ends for MSTR Strategy, in the broad sense, is a company built to provide leveraged exposure to Bitcoin. It raises dollar capital through a mix of common equity, ...

Russ Cohen

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

’s Nasdaq listing can not only reset the AI memory trade but also accelerate it. The company is weaponizing Wall Street to ensure it retains its leadership position in the hottest market since the AI boom started booming. With control of approximately 60% of the high-bandwidth memory (HBM) market, which is critical for advanced computing, ...

Russ Cohen

The Iranian Ceasefire Collapses: What Happens Now?

The Middle East ceasefire breaks down… Luke Lango says corrections are a feature, not a bug… his gameplan for where to buy… a contrarian 14% Bitcoin play from Jonathan Rose… As I write on Wednesday, the ceasefire between the U.S. and Iran is over. At least, that’s how President Trump described it. Overnight, three commercial ...

Russ Cohen

Abivax: Wall Street Catches Up to the Data

Shares of were up more than 40% in the month ending July 6, after the company announced positive results from its late-stage (Phase 3) trial of its lead candidate, Obefazimod, which is being designed as a long-term maintenance treatment for ulcerative colitis (UC). The rally pushed ABVX nearly to its all-time high of $146.41, set ...