Articles for category: Market News

Russ Cohen

Microsoft Is Spending Billions on AI, But Investors Aren’t Buying It

delivered what, by almost any conventional measure, was a spectacular quarter. Revenue climbed, cloud growth re-accelerated, and Azure posted numbers that beat even the most optimistic analyst models. On paper, this is a company firing on every cylinder. And yet MSFT shares have shed roughly 15% in 2026, underperforming the broader market at a time ...

Russ Cohen

Is Co-Diagnostics National Security’s Next Diagnostic Pick?

A structural shift is underway in the biodefense landscape. The declaration of a Public Health Emergency of International Concern (PHEIC) by the World Health Organization on May 17, 2026, for the Bundibugyo virus Ebola outbreak should be seen by investors as more than a headline, because it is a fundamental catalyst. This declaration compels sovereign ...

Russ Cohen

As Big Pharma Bets On Radiopharmaceuticals, Aptevo And Niowave Join Forces To Advance Novel Targeted Cancer Therapeutics In The $17B+ Oncology Category

As Big Pharma Bets On Radiopharmaceuticals, Aptevo And Niowave Join Forces To Advance Novel Targeted Canc – Benzinga When it comes to treating metastatic cancers, the current approach is to destroy everything in the path to the tumor. But the collateral damage from that can be deadly.  For good reason: this search-and-destroy approach may be ...

Russ Cohen

Stocks Face Liquidity Test as Bitcoin Nears Key Support

was flat on the day, finishing up just 2 bps. Overall, it was a bit of a snooze fest. The main takeaway is that today begins a nearly $150 billion liquidity drain, starting with $15 billion in T-bills settling, followed by $47 billion in coupon settlements on Friday, $68 billion on Monday, and another $16 ...

Russ Cohen

S&P 500 Navigates Another False Start Toward Peace in Iran

The ’s new high was not confirmed by the 14-day RSI, creating a bearish momentum divergence as US-Iran peace talks show no signs of progress – what are the next levels to watch? Iran, S&P 500 Crude Oil Key Points Traders are still giving US-Iran negotiators the benefit of the doubt, chalking today’s dueling headlines ...

Russ Cohen

Salesforce Earnings Preview: Can the Software Giant Silence AI Skeptics?

Shares of Salesforce () rose 1.94% ahead of the company’s first-quarter earnings report on Wednesday after the market. Wall Street expects adjusted earnings per share of about $3.11 to $3.13 for the quarter, up from $2.58 a year earlier. Revenue is projected at roughly $11.05 billion to $11.1 billion, representing about 12% year-over-year growth. Key ...

Russ Cohen

Qualcomm’s TikTok AI Chip Deal Rewrites the Rules

For investors seeking to capitalize on the upcoming structural transformation in artificial intelligence (AI) infrastructure, should now be a primary focus due to a sudden shift in market dynamics. A significant disruption has hit the semiconductor sector: Qualcomm recently landed a multi-million unit order from ByteDance to provide custom Application-Specific Integrated Circuits (ASICs) for the ...

Russ Cohen

Is This Rally On Its Last Legs or Just Getting Started?

Listen to the audio version of this article (generated by AI). Louis Navellier sees 40% upside from here… the graduation boos tell a story (but not the one you think)… why Jonathan Rose and Marc Chaikin want you to watch what the money is actually doing… As I write on Wednesday, oil prices are down ...