Articles for category: Market News

Russ Cohen

The Bond Market Just Flashed Red

Listen to the audio version of this article (generated by AI). The 10-year yield sets a 52-week high… a wedge pattern suggests a big move is coming… which way will it break?… a quick 140% winner from Jonathan Rose… Tom Yeung and Eric Fry and urging investors to avoid the hot AI trade This morning, ...

Russ Cohen

Insider Buying Says Upstart Isn’t Down for the Count

Insiders are buying , highlighting two interesting stories. The first is the sort of CEO transition that investors normally can only dream about. The transition is from one founder to the next, ensuring the stability of vision, and from one generation to the next, ensuring long-term tenure. The takeaway is that these insiders, including the ...

Russ Cohen

Google May Define Agentic AI… but These Stocks Will Make Investors Richer

While Wall Street obsesses over Google I/O, the biggest gains will come from ordinary companies quietly using AI to transform profits. Hello, Reader. Google says it’s preparing to “define the agentic AI era.” That’s the message from Alphabet Inc. (GOOGL) heading into this week’s massive I/O conference. (I/O stands for Input/Output, a foundational computer science ...

Russ Cohen

Is Everspin Technologies the Next AI Edge Breakout?

could be the next big AI winner because AI is driving applications at the edge, and the edge is where Everspin Technologies is best-suited. In fact, its products are not just best-suited for the edge; they are the best in their class for edge applications, and demand is accelerating. What Everspin Technologies does is produce ...

Russ Cohen

Why the Smartest AI Investors Are Ignoring the Model Race

Listen to the audio version of this article (generated by AI). The dot-com era taught investors a valuable lesson. Betting on the winning website was hard. Owning the infrastructure every website needed was easier. Amazon (AMZN) survived. Pets.com disappeared. AOL rose, then faded. Dozens of internet companies burned through hundreds of millions of dollars and ...

Russ Cohen

Warren Buffett’s Cash Hoard: Why $397 Billion Sits on the Sidelines

$397 billion. That’s how much “Buffett cash” now sits on Berkshire Hathaway’s balance sheet after Greg Abel’s first quarter as CEO. Warren Buffett left $373 billion behind when he stepped down at the end of 2025. Three months later, after Abel’s debut earnings report on Saturday, the hoard had grown by another $24 billion. The figure ...

Russ Cohen

The Best Companies Don’t Compete, They Control

Google () stock is up +142.00% over the last year (as of 05/17/2026). The reason isn’t that investors just happened to discover Google Search over the last year. Investors always knew about Google Search—just like they always knew about YouTube, Android, Chrome, Gmail, Google Maps, Google Cloud, Google Ads, and the astonishing amount of data ...