Articles for category: Market News

Russ Cohen

Burlington Beat Earnings Estimates, But Not Investor Expectations

delivered another better-than-expected quarter on May 28, marking its 14th consecutive quarter of double-digit earnings growth. The company also raised its full-year outlook as off-price retailers continue to benefit from demand among budget-conscious consumers seeking bargains. Still, it wasn’t enough to satisfy investors, as shares fell sharply following the report. Burlington Earnings Beat Expectations For ...

Russ Cohen

America’s Equity Market Continues to Lead the World

The widening performance gap highlights AI’s outsized role in equity markets. The US Stock Market’s Lead Over Global Peers Is Remarkable The total market capitalisation of the US stock market has climbed to an unprecedented $75tr, setting a new record. At $14.84tr, China, the world’s second-largest equity market, remains far behind, with the US market ...

Russ Cohen

Goldman’s Pasquariello: The Easy Yards Have Been Gained – Next Ones Will Be Harder

The AI-driven earnings story remains one of the strongest themes in global markets, but maintaining the recent pace of earnings upgrades will become progressively more difficult. Takeaways • The rally has been powered primarily by earnings growth, not valuation expansion, a distinction that makes the advance more fundamentally durable than many assume. • Investor enthusiasm ...

Russ Cohen

US Market Call: Earnings Momentum Fuels a Stock Market Melt-Up

As stock prices continue to soar, fears of an AI bubble are increasing. The tech bubble of the 1990s was driven by fear of missing out (FOMO). This time, fabulous earnings momentum (FEMO) is driving tech stock prices higher. An earnings-led meltup like this should be more sustainable than a P/E-led meltup fueled by irrational exuberance. That’s especially true ...

Russ Cohen

Market Running? Strategies to Avoid FOMO

Everybody loves semiconductors right now. AI is booming, ’s flying, and FOMO is everywhere.  Please watch Sister Semiconductors and Mish as they talk about and teach you how to   Not buy the hype… and instead, read the map.  One of the biggest mistakes investors make is chasing stocks when they’re already stretched far above support and key moving averages.  That’s when risk ...

Russ Cohen

Missed Ameresco Last Week? This AI Power Stock Could Still Have 50% Upside

This “Convergence Trigger” stock is still in the early innings of the AI power buildout. Tom Yeung here with your Sunday Digest.   Last week here, we talked about how master trader Jonathan Rose and Wall Street veteran Marc Chaikin had combined their smart money indicators into a “Convergence Trigger” signal.  They revealed their system’s top five picks in their Convergence Summit on Thursday night. I hope you ...

Russ Cohen

The 7th China-CEEC Local Leaders' Meeting and 2026 Shandong International Friendship Cities Cooperation and Exchange Week Successfully Held

The 7th China-CEEC Local Leaders’ Meeting and 2026 Shandong International Friendship Cities Cooperation a – Benzinga Klodiana Spahiu, Deputy Speaker of the Parliament of Albania, also attended related events. SOURCE Shandong International Friendship Cities Cooperation and Exchange Week Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred ...

Russ Cohen

Investors Who Ignore This AI Shift Could Be Left Behind

The Next Great AI Winners May Surprise You I saw my first cell phone, used by a real person, in 1987. It belonged to an executive friend of my father’s. Calling it a “phone” almost feels generous by today’s standards. The thing looked more like military equipment than consumer technology. It was a massive black ...