Articles for category: Market News

Russ Cohen

Nvidia Just Revealed the Next Big AI Bottleneck

The AI Boom’s biggest profits keep moving down the supply chain and now we know where to look next Listen to the audio version of this article (generated by AI). On a plateau south of Bandung, in what is now Indonesia, Dutch planters spent decades cultivating a scrubby South American tree. It was called cinchona. ...

Russ Cohen

The Signal That Says Crypto Winter Is Finally Breaking

Crypto’s dead zone may finally be ending… Listen to the audio version of this article (generated by AI). Editor’s Note: For months, the smart crypto play was patience – waiting until the market showed real evidence the next cycle was turning. Last week, for the first time, it did. Bitcoin reclaimed its 200-day moving average, ...

Russ Cohen

The Unknown Companies Behind Elon’s Next Big Project

Listen to the audio version of this article (generated by AI). One of history’s greatest achievements depended on suppliers no one would have guessed It was a life-or-death challenge. When NASA first aimed to land a person on the moon, they faced numerous challenges, but chief among them was how any person could survive for ...

Russ Cohen

The Best Time to Buy AI? When Everyone’s Afraid of It

While the crowd grows fearful, the real opportunity is just getting started. Listen to the audio version of this article (generated by AI). Hello, Reader. One of the world’s first motion pictures captured what is now an everyday sight. But in 1896, it might as well have been a horror film. L’Arrivée d’un train en ...

Russ Cohen

The AI Trade Is Back On – Here’s Where to Look Next

NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout… Few video games are easier to understand – or harder to master – than Tetris. It began as a simple program created by a Soviet engineer in 1984. Five years later, Nintendo put it in ...

Russ Cohen

PCE Runs Hotter-Than-Expected – Time for a Hike?

Listen to the audio version of this article (generated by AI). The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings? The July Personal Consumption Expenditures (PCE) price index report dropped this morning, coming in a touch hotter than Wall Street wanted. Headline PCE rose 0.2% in July, holding the 12-month ...

Russ Cohen

How the AI Boom Ends

Listen to the audio version of this article (generated by AI). Falling AI prices aren’t bearish… the gauge that signals the top… nearing last call for our experts revamped AI Revolution Portfolio… tomorrow’s inflation test Below is a chart that bears have been circulating recently. It shows AI token prices collapsing – roundtripping from a ...

Russ Cohen

How to Use the AI Selloff to Your Advantage

Yesterday’s selloff masked a powerful demand signal – and a chance to make sure you own the right names in the right amounts… Listen to the audio version of this article (generated by AI). Editor’s Note: Yesterday’s selloff is a useful reminder that even when the long-term AI story remains intact, good stocks can still ...