Articles for category: Market News

Russ Cohen

Beyond AI: Where Investors Can Still Find Dividend Growth in 2026

Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere Dividend growth investing could be hitting its stride amid shifting macro and micro trends Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches The corporate world is awash in capex. Leaders in the artificial intelligence (AI) arms ...

Russ Cohen

Today’s Memory Selloff: Opportunity or Warning Sign?

Listen to the audio version of this article (generated by AI). Memory stocks get nailed… Apple forced to raise prices… the memory trade today and who’s winning it… your MU earnings checklist for tomorrow… last chance for tomorrow’s “Time Machine” As I write on Tuesday morning, memory stocks are getting slammed. Micron (MU), SanDisk (SNDK), ...

Russ Cohen

8 Mega-Caps With More Attractive Risk-Reward Than SpaceX

SpaceX plummeted 16% on Monday and is now down 31% from its all-time high. The hype is fading, and some worrying news is weighing on the stock. Discover eight other mega-caps that currently offer a much more attractive profile. SpaceX () stock continued its sharp pullback on Monday, June 22, falling 16.43% after declines of ...

Russ Cohen

AI Is Now Drilling for Oil, and the Profits Are Enormous

AI is quietly transforming one of the world’s oldest industries. Here’s how to profit. Listen to the audio version of this article (generated by AI). Editor’s Note: Some of you may remember Joe Austin from last week. He’s a Wall Street veteran who has spent decades studying how technology changes the way businesses operate, and ...

Russ Cohen

Buy CrowdStrike Before the Stock Split? Here’s the Case

is up approximately 45% in 2026, making it one of the best-performing stocks of 2026. However, CRWD is down approximately 10% since reporting solid earnings on June 3. That dip comes even though the company’s board approved a 4-for-1 stock split. Shareholders of record as of June 25 will receive three additional shares for every ...

Russ Cohen

Google Tests Major Support as AI Spending Fears Return

Alphabet (NASDAQ:) shares have returned to a major decision zone after Monday’s selloff wiped roughly 5% from the stock and dragged the wider lower. The immediate trigger was renewed concern over Google’s ability to retain top artificial-intelligence talent after senior DeepMind researcher John Jumper reportedly left for Anthropic. However, the decline was not solely about ...

Russ Cohen

Healthcare: Pockets of Alpha

We recommend a market-weight position in the . It is down 3.8% ytd, the worst among all 11 sectors, and remains one of the clear laggards of the bull market that began in October 2022 (chart). That underperformance has created selective opportunities. The aggregate sector still lacks a near-term earnings catalyst, carries the second-lowest forward ...

Russ Cohen

Russell 2000 Fresh Breakout Points to More Upside

A quiet start to the week with only the () suggesting it could be on the move (higher). Monday’s action registered as a breakout, albeit on low volume, but with technicals net positive. The Russell 2000 has been outperforming the since the start of June, so it has the interest of market participants and is ...

Russ Cohen

Why Amazon Is Under Pressure Even After Strong AWS Results

Amazon () shares are falling again, and the move looks less like a one-day shock than the latest step in a broader reassessment. The business is still growing, but investors are increasingly skeptical about how much it will cost to keep that growth going. The immediate backdrop is Prime Day, which begins this week and ...