Articles for category: Market News

Russ Cohen

The AI Boom’s Best-Kept Secret

The AI Boom just hit its Standard Oil moment, and Wall Street is finally catching on America has bet everything on winning artificial intelligence, but it’s China who has cornered the four technologies that are necessary to convert electricity into profitable outcomes. These include lithium-ion batteries, magnets and electric motors, power electronics, and embedded compute.  ...

Russ Cohen

The Market Now Expects a Rate Hike. Louis Disagrees

Why the crowd is reading the data wrong – and what Louis Navellier sees coming instead Listen to the audio version of this article (generated by AI). From two cuts to a hike in five months… why Louis says the market is misreading this… the Bessent-Warsh playbook… how to be positioned before the pivot… how ...

Russ Cohen

A New Focus for GoPro: Is a Takeover in the Frame?

’s Q1 2026 earnings initially painted a picture of significant distress. The company posted a 26% year-over-year (YOY) revenue decline to $99 million, missing analyst estimates by a wide margin, while the reported GAAP gross margin fell to a meager 4.3%. Beneath these alarming figures, however, a different story is unfolding. A story that is ...

Russ Cohen

Why Satellogic Could Be One of the Biggest Space Winners of 2026

Satellogic is a rising star in the space industry, a top-10 operator by constellation size. The company is on track to continue launching satellites in 2026, expand its already functioning service base, and launch new products later this year. Drivers for its business include the democratization of space-based observation, enabling low-cost, highly efficient, high-frequency monitoring ...

Russ Cohen

The AI Trade Everyone Loves Is About to Get Dangerous

Semiconductor stocks are up 70% in six weeks. Here’s what happened the last two times markets looked like this. Hello, Reader. Tom Yeung here with today’s Smart Money. Two weeks ago, Canadian hydrologist Darri Eythorsson reported that he had built an AI trading platform in just six days. “I am telling you this because it ...

Russ Cohen

AST SpaceMobile Plummets on Q1 Miss: Can Integration Save the SpaceX Rival?

When an aerospace upstart’s next-generation BlueBird satellites are the largest commercial communication arrays to ever be deployed in low Earth orbit (LEO), expectations for that company can be astronomical. So when space-based cellular broadband network provider AST SpaceMobile reported Q1 2026 results on Monday, May 11, investors were understandably deflated by a bearish double-miss. In ...