Articles for category: Market News

Russ Cohen

The AI Suppliers Elon Musk Can’t Live Without

These companies deserve a very close look right now. Listen to the audio version of this article (generated by AI). Editor’s Note: Years ago, my colleague InvestorPlace Senior Analyst Luke Lango recommended Nvidia when it was still best known as a supplier of specialized chips to other technology companies. As Nvidia has grown to maintain ...

Russ Cohen

Inside Elon Musk’s Multibillion-Dollar Shopping List

Something around September 24 could clear the way for his next move. Here’s what he’ll have to buy first. Listen to the audio version of this article (generated by AI). One of the most profitable questions investors can ask during a massive investment boom is surprisingly simple: What’s becoming scarce? Our technology expert, Luke Lango, ...

Russ Cohen

Elon Can’t Build His Empire Alone

These must-have suppliers could be the real opportunity. Listen to the audio version of this article (generated by AI). A peek at Elon Musk’s shopping list It was an iconic moment – both technologically and culturally. In January 2007, Apple’s CEO, Steve Jobs, famously stood before a crowd and unveiled a three-in-one device – the ...

Russ Cohen

Two Lines on a Chart Beat Every Headline I’ve Read This Year

Listen to the audio version of this article (generated by AI). Editor’s Note: One of the biggest lessons I’ve learned after three decades in the options market is also one of the simplest… Stop trading the story and start trading the structure. Once you do that, you start seeing what’s really moving markets — the ...

Russ Cohen

Why Apple Could Be a Surprise Winner in the Next AI Boom

Apple has a long history of waiting, watching and then getting it right. Its latest moves could offer a clue about where the AI boom is headed… Listen to the audio version of this article (generated by AI). Everybody likes to be first. Wall Street, especially. There’s always a lot of excitement around the company ...

Russ Cohen

Why Elon Musk Does NOT Want You to Know About These AI Bottlenecks

Bottlenecks have consequences. This economic reality is why Luke Lango has identified the firms Elon still needs for AI’s next phase. Listen to the audio version of this article (generated by AI). Editor’s Note: You could say my InvestorPlace colleague, Luke Lango, has a knack for spotting tech trends early… before they go on to ...

Russ Cohen

AI Stocks Are Stuck – and Not Because of Earnings

Listen to the audio version of this article (generated by AI). The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields fall, ask why… follow the earnings, not the multiple… how to invest in this market For nearly four months, ...

Russ Cohen

Elon’s New AI Master Plan Needs These Companies

Tesla, SpaceX, xAI… Luke Lango studied them all. What he found points to a far bigger opportunity. Editor’s Note: Elon Musk has big new plans for a major part of the AI industry. It’s the sort of epic strategic shift we’ve gotten used to from Musk. And if it works, early investors stand to make ...