Articles for category: Market News

Russ Cohen

Don’t Miss the Great AI Rotation

The AI revolution is entering a new regime, and asset-heavy companies could be next in line. Listen to the audio version of this article (generated by AI). Hello, Reader. There is a common pattern in new technology cycles, and it goes like this:  The innovation itself appears. Then, a bottleneck emerges. Next, capital floods in to solve the problem. ...

Russ Cohen

AI’s “Google Moment” May Still Be Ahead

Listen to the audio version of this article (generated by AI). Why ChatGPT May Have a Google Problem You probably didn’t notice a recent farewell note from a once-popular internet brand. I almost missed it myself. Go to Ask.com today and instead of a search box, you’ll find a simple message: “Every great search must ...

Russ Cohen

The 15 Best Cybersecurity Stocks to Buy Whether AI Booms or Busts

Listen to the audio version of this article (generated by AI). Everyone is trying to figure out how to own artificial intelligence without owning the froth. After a two-year sprint in chips and data-center names, “How do I hedge the AI bubble?” has become one of the most asked questions in investing. I spent 28 ...

Russ Cohen

How to Keep Overconfidence From Getting in the Way of Profits

Overconfidence can cloud your judgment, but the right data can help keep your portfolio on track… Listen to the audio version of this article (generated by AI). If we don’t rein it in, our own psychology can be responsible for many of our worst investing blunders. Over the years, I’ve discussed some of the psychological ...

Russ Cohen

The Next AI Winners May Already Have All the AI They Need

While Wall Street worries about an AI slowdown, a new crop of companies is finding profitable ways to put today’s technology to work… Listen to the audio version of this article (generated by AI). Editor’s Note: There’s been a lot of noise around AI lately. As I explained in Tuesday’s Market 360, the latest concerns ...

Russ Cohen

The Fed Just Revealed Something Big About the AI Boom

One company’s investment bill can become another company’s sales. Listen to the audio version of this article (generated by AI). Wall Street can handle bad news. What it really hates is uncertainty. And yesterday, one of the market’s biggest uncertainties disappeared. The Federal Reserve voted to raise its key interest rate by 25 basis points, ...

Russ Cohen

The AI Slowdown Could Change Where the Biggest Checks Go

If you’re worried about the AI slowdown, there’s another way to participate in AI’s growth… Listen to the audio version of this article (generated by AI). In 2009, an Israeli venture capitalist watched a video in total disbelief. “This has to be fake,” he thought, as a person moved in front of a camera and ...

Russ Cohen

Are Chinese Bots Driving the AI Panic?

Listen to the audio version of this article (generated by AI). A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last call for Luke’s workshop You can choose to be manipulated. Or you can choose to follow the earnings and ...

Russ Cohen

Why You Shouldn’t Worry About the Latest AI Panic

Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question… Listen to the audio version of this article (generated by AI). Last week, a relatively unknown 27-year-old researcher quit his job at Anthropic, the company behind the Claude AI model. Then, he ...