Articles for category: Market News

Russ Cohen

The Most Important Lesson From the SpaceX IPO

I’ve been at this for 47 years. Here’s what I see that most investors are missing. Listen to the audio version of this article (generated by AI). There are some stories that can’t help but make you proud to be an American. Victor Glover is one of them. Glover is a Navy captain, test pilot, ...

Russ Cohen

Volkswagen’s 16-Year Low Masks a Massive Margin Engine

Markets rarely misprice $360 billion global conglomerates. When they do, though, it’s wise to pay attention. Investors screening for European automotive equities right now are staring at a bloodbath, and is sitting at the epicenter. Trading near $8.40, Volkswagen is grinding against a 16-year low, having shed more than 31% of its value since the ...

Russ Cohen

Overclocking Qualcomm: Rewiring the AI Compute Market

The semiconductor sector is notorious for punishing cyclicality. When global smartphone shipments stall or supply chains bottleneck, legacy chipmakers often bear the brunt of market anxiety. This dynamic has played out recently with , which has suffered a drawdown of more than 20% over the last 30 days. Much of this selling pressure stems from ...

Russ Cohen

Kalshi’s Harrison Shows Where the Next AI Trade Is Heading

Listen to the audio version of this article (generated by AI). AI just joined the payroll. At Kalshi, the U.S.-regulated prediction-market platform where traders bet on real-world outcomes, an internal AI agent named Harrison is already performing work that looks a lot like analyst labor.  It tracks news, monitors competitors, recommends new markets, drafts contract ...

Russ Cohen

The AI Trade Has Three New Problems

SpaceX buyers underwater… Sanders goes nuclear on AI… Kashkari calls for a hike Listen to the audio version of this article (generated by AI). SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI investors Almost three weeks ago, we ...

Russ Cohen

AI Leadership Is Shifting. Here’s How to Follow the Big Money

Listen to the audio version of this article (generated by AI). The market has been all over the place lately. Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories on Wall Street. The NASDAQ has been under pressure. And ...

Russ Cohen

Is OpenAI’s IPO Delay a Warning for AI Investors?

In late June 2026, rumors began to circulate across the tech world that ChatGPT-maker is leaning toward delaying its IPO from late 2026 to 2027. While the regulatory review process, market volatility, and a host of other factors regularly shift IPO timelines for companies planning to go public, this update is particularly significant. There has ...