Search

Progress on federal-level cannabis reform remains uncertain and demands patience from investors. In Cabot Cannabis Investor, we’re getting paid to wait.

DeepSeek: “Gift to the World” or Nightmare for U.S. AI Ambitions

The AI theme came under heavy pressure Monday of last week, which weighed on the markets. However, by week’s end the bulls had bought the dip and impressively the S&P 500 had fallen only marginally, the Dow had eked out a small gain, while the Nasdaq “only” lost 1.5%.

The AI theme came under heavy pressure last Monday, which weighed on the markets. However, by week’s end the bulls had bought the dip and impressively the S&P 500 had fallen only marginally, the Dow had eked out a small gain, while the Nasdaq “only” lost 1.5%.

Sell Fortrea Holdings (FTRE); Buy Pan American Silver (PAAS)

Despite a flurry of worrying headlines about DeepSeek and tariffs, stocks have largely shaken off the bad news. Here’s how to play this rolling bull market.

CEOs departed last year at the highest rate since tracking that metric began. But what does it mean for you as a shareholder if a CEO heads for the exit?

Shares of Peloton (PTON) are up double digits this morning after the company delivered a better-than-expected Q2 fiscal 2025 report before this morning’s opening bell. This is a turnaround story so take the numbers in that context. Management is working to curb costs and lay the groundwork for a return to growth, not trying to grow right now.

It’s one thing after another. But stocks keep inching higher.

January featured the interest rate scare, as the ten-year Treasury hit the highest level since 2023, and the DeepSeek news, which called AI spending into question and sent related stocks reeling. Yet the S&P 500 finished the month up 2.7% with 10 of the 11 sectors higher for January. This week features more potential market-moving issues.

It’s hard not to be at least encouraged by the market’s resilience of the past couple of weeks—last Monday, one of the big leading sectors (AI infrastructure) was clobbered on the DeepSeek-related uncertainties, and then this Monday, the market took a hit on tariff fears (including some that actually went into effect). Certainly, if the market wanted to sell off a few percent, it could have, but instead things held together—and bounced back.

The high hopes investors had for IPOs in 2025 have been fading of late, but despite the slowing pace of activity, there are still names worth watching.

With higher chocolate prices hitting consumers and shifting preferences, is Hershey (HSY) or Mondelez (MDLZ) the better play as snackers kiss chocolate goodbye?

Soleno Pharma (SLNO) Pops 40% on FDA Approval

Cannabis stocks have struggled as the market awaits regulatory moves by the president, but a looming debt wall offers investors an overlooked opportunity.