The mega IPOs are coming. is set to go public on June 12, raising $75 billion to $80 billion at a market valuation of up to $1.8 trillion. It will be the largest equity offering in history. Then, Anthropic and OpenAI are expected to go public with market capitalizations of $1 trillion to $1.75 trillion ...
For much of the past year, the word “SaaSpocalypse” hung over the software sector like a storm cloud that refused to move on. The fear was understandable, based primarily on the assumption that artificial intelligence (AI) would render traditional software platforms obsolete, automating away the workflows that justified their subscription costs, and hollowing out the ...
Software stocks had an exceptional start to June on Monday Investors understand that AI is not a threat to the industry—quite the contrary Which software stocks should you keep an eye on in June? The US software sector delivered one of its strongest trading sessions of the year on Monday, June 1. Among software companies ...
Listen to the audio version of this article (generated by AI). Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO… Is silver about to break out? For more than a year, we’ve been tracking the horse race between gold and silver, flagging which metal appeared better ...
A buyout proposal for a major casino operator typically creates a straightforward path for investors. The stock price usually settles just below the offer to account for time and deal risk. The current situation involving is anything but typical. The market’s reaction to a takeover bid has created a dynamic that warrants a closer look, ...
Three public companies tied to the SpaceX ecosystem the smart money is quietly positioning in ahead of the crowd Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing ...
Credo Technologies stock price rally isn’t over yet, not by a long shot. The fiscal Q4 2026 release and 2027 guidance suggest this stock can easily reach $300 and continue rallying from there. Not only are its Active Electric Cables in high demand (critical for datacenter connectivity and networking), but the company’s optical portfolio has ...
Are your holdings on the move? See my updated ratings for 104 stocks. Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look ...
reported their fiscal Q1 ’27 financial results on May 21 ’26, with the retail giant reporting revenue better-than-expected by 2%, while EPS exactly met expectations. Operating income missed expectations by 1% which is the majority of the story for retailer. The quarter was 5 out of 10 for Walmart, but in the overall picture wasn’t ...
Chinese tech stocks surge on reports Tencent is close to launching a WeChat AI assistant. The price action raises an interesting question: is the market beginning to shift its focus from AI infrastructure to AI adoption? Tencent AI assistant report coincides with China tech rally Investors may be looking beyond AI infrastructure Breakout attempt underway ...
Russ Cohen
Russ Cohen
