Articles for category: Market News

Russ Cohen

Big Tech’s Tab Is Running Up – But Who Is Profiting?

Listen to the audio version of this article (generated by AI). For the past few years, Big Tech has been ordering everything on the AI menu: more chips, more data centers, more power, more servers and more advanced models. These firms are pouring hundreds of billions of dollars into the infrastructure needed to power artificial ...

Russ Cohen

How to Find the AI Companies Big Tech May Buy Next

Apple paid nearly $2 billion for a startup with no public product. Here’s what its earliest investors saw first. Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech ...

Russ Cohen

How Venture Capitalists Really Decide Where to Invest

Three questions that can help you think like an early-stage investor. Listen to the audio version of this article (generated by AI). Editor’s Note: One of the biggest misconceptions about venture investing is that finding the next big winner comes down to intuition. It doesn’t. The truth is, the best venture investors aren’t relying on ...

Russ Cohen

Here’s What My System Says About 4 Big Tech Stocks Before Earnings…

A blockbuster earnings season doesn’t make every technology giant a strong stock. Listen to the audio version of this article (generated by AI). South Korea’s stock market came to a screeching halt this morning. After the benchmark KOSPI index plunged more than 8%, a marketwide circuit breaker automatically halted trading for 20 minutes to prevent ...

Russ Cohen

Google Beat but AI Stocks Are Still Sinking. What’s Going On?

Listen to the audio version of this article (generated by AI). Luke got the earnings right, but the timing wrong … here’s what comes next… an AI event this Thursday… how to play the data center tsunami… readers sound off in the mailbag Last week, in the run-up to Alphabet’s (GOOG) earnings, we highlighted analysis ...

Russ Cohen

3 Stocks to Buy Now That Could Beat the Market

Listen to the audio version of this article (generated by AI). Last week was another volatile one on Wall Street, and no one felt it more than Elon Musk. Tesla Inc. (TSLA) fell nearly 15% last Thursday after it reported earnings after the close on Wednesday. Space Exploration Technologies Corp. (SPCX) has fallen 47% since ...

Russ Cohen

Why “Boring” Could Be Your Best Investment

History suggests the overlooked companies often deliver the best returns. Listen to the audio version of this article (generated by AI). Hello, Reader. “Stay boring, Ponyboy” doesn’t have quite the same ring to it. Neither does, “Fortune favors the monotonous.” But there’s a reason vanilla was the most-purchased ice cream flavor in 2025, according to Instacart ...

Russ Cohen

Don’t Wait for the IPO — Find the Next AI Winner Now

The biggest AI fortunes may be made before a company ever goes public. Listen to the audio version of this article (generated by AI). Editor’s Note: Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke Lango believes that assumption is becoming increasingly outdated. In today’s ...