Articles for category: Market News

Russ Cohen

Is Dynatrace the Right Observability Bet in the Age of AI?

The artificial intelligence buildout has created a new category of winners in enterprise software. One of the beneficiaries has been observability, the category of tools that tells companies what is happening inside their cloud environments in real time. More AI workloads mean more complexity, more failure points, and more need for platforms that can make ...

Russ Cohen

Palantir’s AIPCon Shows Why Customers Are Fueling the Bull Case

A key reason why earnings reports mean so much is their ability to turn anecdotes into evidence. When a company performs well, it’s usually a sign that it’s growing and retaining its customer base. The opposite is true when a company underperforms. But the point is, earnings reports matter because they translate customer behavior into ...

Russ Cohen

Chewy’s Growth Engine Is Stronger Than the Market Thinks

Chewy is not without hurdles or headwinds, like any consumer retailer this year. However, market fears are clouding an otherwise bullish outlook, setting the stage for a massive stock price rebound over time. Critical factors include the company’s digital-first presence, its strength in dailies and consumables, and the visibility of cash flow. The digital-first presence ...

Russ Cohen

The IPO Boom: Where Will the Money Come From?

The media hype surrounding ’s upcoming mid-June initial public offering (IPO) is immense. The company recently filed its S-1 with the SEC, targeting a valuation of $1.75 trillion and a capital raise of up to $75 billion. Some believe its valuation could rise to $2 trillion after the IPO. In its wake, Anthropic (Claude) and ...

Russ Cohen

Oracle Earnings Preview: Results to Test If AI Backlog Can Turn Into Cloud Revenue

Oracle will report fiscal fourth-quarter results after closing, with investors watching whether it can turn a large AI backlog into revenue while maintaining cloud infrastructure growth. The company guided for 19%–21% revenue growth and adjusted EPS of $1.96–$2.00 for the quarter, versus analysts’ expectations of $19.10 billion in revenue and $1.96 EPS. Key Highlights shares ...

Russ Cohen

The Fed’s Excuse Just Disappeared

Listen to the audio version of this article (generated by AI). May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an edge for a bifurcated stock market The May Consumer Price Index (CPI) report came out this morning, and the ...

Russ Cohen

RELM LAUNCHES ALPHA, A CONSOLIDATED INSURANCE POLICY FOR INVESTMENT MANAGERS ACROSS EMERGING STRATEGIES

Hamilton, Bermuda, June 10, 2026 (GLOBE NEWSWIRE) — Relm Insurance (‘Relm’), the leading specialty insurer supporting emerging and innovative industries, today announced the launch of ALPHA, a consolidated investment management insurance policy designed for firms operating across emerging asset classes. Investment managers are increasingly deploying capital into areas such as AI, biotech, fintech, digital assets, ...

Russ Cohen

The US Cannabis Sector Is Nearing a Major Event

A major market-moving event for the US cannabis sector will arrive soon. We are referring to the upcoming administrative hearing to determine whether recreational marijuana will follow in the footsteps of medical marijuana and be moved from Schedule 1 to Schedule 3 under the Controlled Substances Act. The hearing will start on 29th June and ...

Russ Cohen

Hire the Bond King’s Heir for 15.8%, Paid Monthly

Remember Bill Gross? The financial media still quotes him here and there. Otherwise, he’s kicking around on X, tweeting a bit, looking (and flailing) to stay relevant. A far cry from his previous life! Bill Gross was the man who built PIMCO into the biggest bond shop on planet Earth. He’s kind of a quirky ...