Articles for category: Market News

Russ Cohen

The Ticker May Be Too Late for AI’s Next Great Winners

The biggest gains may form before an acquisition – or an IPO – ever reaches Wall Street Listen to the audio version of this article (generated by AI). Back in 1957, William Shockley should have owned the future. He had co-invented the transistor, won the Nobel Prize, and had eight of the brightest young engineers ...

Russ Cohen

How to Get Ahead of the Next AI Megadeal

Let’s talk about this incredible shift we’re seeing in private-company valuations in recent years… Listen to the audio version of this article (generated by AI). I have said it before, and I will say it again: I do not buy IPOs (initial public offerings). That is why I warned investors to stay away from the ...

Russ Cohen

The Next Great AI Fortune Could Begin Before Wall Street Sees It

The next wave could come from companies the biggest AI players eventually decide they have to own… Listen to the audio version of this article (generated by AI). Editor’s Note: In 2012, Mark Zuckerberg paid $1 billion for a 13-person photo app that had no revenue and, by most accounts, no real business model. Wall ...

Russ Cohen

Silicon Valley Is Hunting for Its Next $1 Billion Bargain

How to recognize the companies that tech giants may decide they cannot afford to lose Listen to the audio version of this article (generated by AI). In May 2023, Spark Capital made the biggest investment in its history. The venture-capital firm wrote an initial $75 million check to help fund Anthropic, then a little-known artificial ...

Russ Cohen

How to Profit From Wall Street’s Next Fireworks Show

Listen to the audio version of this article (generated by AI). Legend has it that Marco Polo once stood in the court of Kublai Khan and watched the night sky explode. Fire arrows streaked through the darkness. Explosions cracked across the palace grounds. Strange devices skittered along the floor, spitting sparks in every direction. To ...

Russ Cohen

AI Has Entered a Bear Market

Listen to the audio version of this article (generated by AI). SOXX dips into a bear market… Luke Lango on when the AI bull will return… one of Jonathan Rose’s favorite trades today… the blue-chip investment that Brian Hunt flagged as just making a new all-time high As I write on Monday, the tech/AI trade ...

Russ Cohen

Why Did Two AI Giants Fall After Beating Earnings?

Listen to the audio version of this article (generated by AI). It’s my favorite time of year. Earnings season is now underway, but something unusual is happening this time around. Good earnings are no longer enough to send some of the market’s biggest AI stocks higher. Two of those stocks, ASML Holding N.V. (ASML) and ...

Russ Cohen

The Investment Lesson Hidden in Spain’s 1-0 Victory

Winning investors know something impatient investors don’t: The scoreboard isn’t always telling the whole story. Listen to the audio version of this article (generated by AI). Hello, Reader. 0-0 The score remained deadlocked for nearly two hours. In last night’s FIFA World Cup championship game, Argentina goalkeeper Emiliano Martínez repeatedly denied Spain with spectacular saves ...

Russ Cohen

Three Stocks Just Flashed Seasonal Signals

One window is open, another starts next week, and a bearish pattern begins at month-end Listen to the audio version of this article (generated by AI). Editor’s Note: Technology has a way of making the invisible visible. That’s true in medicine and science. And increasingly, it’s true in investing. As computing power improves, researchers can ...