The companies that are building AI data centers need to find the right “sound” to fulfill their energy needs. And when it comes to powering the data centers that support AI, one “sound” – nuclear energy – has no equal. So, today, I’ll break down how Big Tech’s energy needs are reviving the nuclear industry… More
The Federal Reserve’s Next Move: Why a $7 Trillion Market Shock Is in the Cards
The Federal Reserve meets today. A single hint from Powell could ignite a $7T market shift – and AI stocks should lead the charge. More
AI, Tax Cuts, and Rate Cuts; A Perfect Storm for Stocks
The bull case as we head toward summer … datacenter demand continues growing … why the oil market has been sliding … all eyes on the Fed tomorrow As I write near lunch, the market appears to be holding its breath, waiting for tomorrow’s Federal Reserve policy announcement and subsequent remarks from Chairman Jerome Powell.… More
Why the Fed Could Trigger a Sell Off on Wednesday…
The stock market has had a nice run for the past couple of weeks. But things are essentially on “hold” right now. That’s because Wall Street is waiting anxiously for the Federal Reserve’s key interest rate decision after its May Federal Open Market Committee (FOMC) meeting this week. Now, I plan to discuss the details… More
$7 Trillion on the Line: How AI Stocks Could Fuel a Historic Market Meltup
The AI Boom has been humming along despite the trade war; and a new catalyst could send certain AI stocks flying much higher. More
Why You Should Take Profits Now … Before the Next Leg Down
Checking in with our resident bear … why this rally is running out of steam … will Wednesday bring a rate cut? … another week of no trade deals … when will Wall Street demand more? If you’re a trader, it’s time to consider taking some profits off the table…but then also start looking for… More
Why You’ll Want to Get on This “Brown Bag” Buy… Quickly
If there’s one thing that we Americans appreciate, it’s a good deal. And I have found a deal on a company that has become a major player in many facets of AI technologies. This company is a leading supplier of cutting-edge computer processors… and one of my recommendations at Fry’s Investment Report. More
