Articles for category: Market News

Russ Cohen

2 Software Stocks Turning AI Fears Into Fundamental Gains

Software stock investors have had plenty of reasons to be bearish lately. New AI agents were expected to cut into valuable software revenue streams, and many analysts were ready to put the ‘per-seat’ business model on life support. But in the months following the software stock meltdown, a funny thing happened: these fears failed to ...

Russ Cohen

Overextended, e.l.f. Beauty Is Primed to Rebound in Back Half

has headwinds in 2026, but they’ve been priced into the market. Down nearly 65% from the late 2025 highs, this market is trading at deep-value levels, with catalysts in play. While the guidance for fiscal 2027 was tepid, it reflects intentional price markdowns, aimed at driving volume. Initial test results were favorable, with a 22% ...

Russ Cohen

Don’t Trade Oil Headlines. Watch These Two Signals.

Listen to the audio version of this article (generated by AI). Editor’s Note: The global energy market is starting to crack again. Geopolitical tensions are rising. Oil volatility is surging. And according to veteran trader Jonathan Rose, most investors still aren’t paying attention to the signals that matter most. In today’s issue, Jonathan explains how ...

Russ Cohen

Why the Smart Money Is Quietly Buying Up the AI Power Grid

The public market is currently obsessed with the “brains” of artificial intelligence. Every quarter, retail investors and momentum traders wait with bated breath for Nvidia’s latest earnings print, counting how many specialised graphics processing units (GPUs) tech titans are buying. But underneath the hype, a cold, structural reality is beginning to settle over Silicon Valley. ...

Russ Cohen

Why Investors May Be Paying for Illiquidity Instead of Being Compensated

Private market investments have seen a significant increase in allocations across institutional portfolios and, increasingly, private wealth strategies over the past decade. The traditional rationale is well known to be that investors earn an illiquidity premium in exchange for locking up capital in assets that cannot be readily traded. This is a bug that investors ...