Articles for category: Market News

Russ Cohen

Tech Wobbles Continue as SpaceX Enters Nasdaq 100 and Q2 Reports Roll Out

Key Highlights The dipped on Monday as losses in precious metal miners offset gains in financials, with investors digesting several merger and acquisition announcements. Japan’s rose for a sixth straight session, gaining 0.50% to close at 4,084.74 on strengthened investor sentiment from lower oil prices and global market momentum, while the tech‑heavy hovered flat at ...

Russ Cohen

Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst

European regulatory actions are beginning to reshape parts of the buy now, pay later (BNPL) sector, potentially shifting the capital trajectory of financial technology players. A historic antitrust verdict could redefine the balance sheet potential of one of the most heavily debated growth assets on the market, penalizing a digital search monopoly while also providing ...

Russ Cohen

Why Microsoft Looks Like the Best Big Tech Trade for H2 2026

The first half of 2026 is one that Microsoft Corporation shareholders would just as soon forget. The stock is down approximately 20% as of July 1. As recently as June 24, hit a 52-week low of $349.20. It hasn’t all been downhill. But every time it looked like MSFT was getting ready to recover, something ...

Russ Cohen

Don’t Chase Bitcoin – Own the Companies Powering AI

Bitcoin miners are becoming AI infrastructure companies, and Wall Street is just starting to notice. Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose In today’s guest essay, he ...

Russ Cohen

Micron Earnings: Blowout Quarter Raises the Bar for AI Memory Demand

On Wednesday, June 24th, after the market closed, (NASDAQ:) reported what could only be described as a blowout fiscal Q3 ’26, as revenue, operating income and EPS materially exceeded Street consensus. Actual revenue vs estimate was $41.5 bl versus the estimate of $35.4 billion for a 17% revenue “upside surprise”; Actual operating income was $33.7 ...

Russ Cohen

Why the 60/40 Portfolio May Be Ready for a Comeback

In the late 1990’s there was always one or two financial press commentators, and even a few investment advisors suggesting that the 60% / 40% Barclays Aggregate (AGG) had outrun it’s usefulness, and suggested alternative allocations for investors. You are hearing the same thing today on a number of fronts from either investment advisors (and ...