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The AI Trade Is About to Split in Two
AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…
Netflix’s Moat Is Disappearing. Is Yours?
Blockbuster’s lesson, revisited… when AI kneecaps a moat… two tests for every stock you own… Eric Fry’s “panic early” rule
Elon Musk’s Brain-Tech Push Has Me Watching These 2 Small Stocks
Today, Jonathan will show you two public companies on my watchlist: one with a direct connection to a brain-interface developer, and another that makes research…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Today, I’ll show you two public companies building the future of brain-computer technology: one with a direct connection to a brain-interface developer, and another that…
2 Brain-Computer Interface Stocks to Watch While Neuralink Stays Private
Neuralink is private, but Butterfly Network and Quantum-Si offer two very different public-market angles on brain-computer interfaces.
The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look
Back in August, my colleague Jonathan Rose warned about two AI favorites, CoreWeave and Oracle. Both stocks have since taken a beating. Jonathan spent years…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Jonathan Rose takes us beyond Musk’s company to explore two publicly traded stocks he’s watching. One has a direct business relationship with an OpenAI-backed brain-interface…
Is the AI Bubble About to Pop? Where 4 Experts Are Putting Money
From battlefield drones to Wall Street’s AI spending boom, technology is advancing at extraordinary speed. But beneath the market’s record highs, warning signs are emerging.…
Before Elon Musk Takes Neuralink Public, Here’s Where to Look for Profits
Jonathan Rose looks beyond Neuralink at two public companies on his watchlist, explaining what interests him and how their connections and risks differ.
The AI Warning That Could Lead to Your Next Trading Opportunity
Billion-dollar AI deals make for exciting headlines. But my colleague Jonathan Rose wanted to dig under the surface to see how these companies are going…
The New Space Race Is About Who Controls the Infrastructure
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
Record Highs – With Half the Market Left Behind
A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…
The 2 Hottest Places to Hunt for A-Rated Stocks
In today’s Market 360, I want to show you two areas where Wall Street is expecting some truly stunning earnings growth…
Google Is Testing AI In Orbit as 100 Communities Rethink Data Centers
Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
The AI Trade Is Changing, and This Energy Giant Is Ready
It’s important to own the companies that are providers or suppliers to this massive AI buildout, rather than the companies that are spending the money to build.
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.
2 Cyber Stocks to Buy as AI Risks Rise
My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…
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