Articles for category: Market News

Russ Cohen

The AI Trade Has Three New Problems

SpaceX buyers underwater… Sanders goes nuclear on AI… Kashkari calls for a hike Listen to the audio version of this article (generated by AI). SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI investors Almost three weeks ago, we ...

Russ Cohen

AI Leadership Is Shifting. Here’s How to Follow the Big Money

Listen to the audio version of this article (generated by AI). The market has been all over the place lately. Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories on Wall Street. The NASDAQ has been under pressure. And ...

Russ Cohen

Is OpenAI’s IPO Delay a Warning for AI Investors?

In late June 2026, rumors began to circulate across the tech world that ChatGPT-maker is leaning toward delaying its IPO from late 2026 to 2027. While the regulatory review process, market volatility, and a host of other factors regularly shift IPO timelines for companies planning to go public, this update is particularly significant. There has ...

Russ Cohen

Why Alphabet’s Pullback May Be an Opportunity in Disguise

Alphabet has been one of the most impressive mega-cap stories of 2026, climbing to a fresh all-time high of $408.61 as Google Cloud accelerated, its AI roadmap expanded, and investor sentiment around the company reached its strongest point in years. But over the past few weeks, the stock has cooled. With now trading about 15% ...

Russ Cohen

SpaceX Created the Chaos. Louis Found the Opportunity.

The crowd chased the rocket. Louis is following the money trail behind it. Listen to the audio version of this article (generated by AI). Editor’s Note: In today’s Smart Money, we’re featuring a guest essay from Louis Navellier, one of America’s most respected quantitative investors. Louis has been watching the SpaceX IPO closely — but ...

Russ Cohen

Trip.com’s Selloff Raises a Bigger Question About Its Travel Recovery Story

Shares of fell as much as 18% on Thursday, hitting a new 52-week low after the company’s second-quarter outlook spooked investors, overshadowing strong first-quarter revenue growth and resilient travel demand. The guidance, which called for revenue growth to fall sharply from its Q1 pace, is raising concerns about the travel giant’s near-term trajectory and dealing ...

Russ Cohen

The Space Stocks That Got Cheaper for No Good Reason

When the SpaceX IPO launched, it took down some perfectly good businesses with it Listen to the audio version of this article (generated by AI). Editor’s Note: After SpaceX went public, it hit $200 a share. Then it came back to $150. That move — up 40% in two days, then all the way back ...