-
Most Recent
Search Results
240 results for RTN
Lumentum’s 680% Run Created a New Portfolio Problem
Lumentum stock keeps winning on AI optics demand. Now its 680% gain raises a different question: how much should investors own?
Usain Bolt Just Got an AI Rival – Meet the Stocks Behind It
In today’s Smart Money, I’ll show how as AI moves into the physical world, a whole new wave of investment opportunities could follow.
AI Spending Just Revealed a $7,000 Gap Between Winners and Losers
Top agentic AI adopters now spend $7,400 per employee monthly, versus just $12 for the average firm. Here’s why that gap points to an AI…
The Robot IPO Everyone’s Talking About (and the Stocks Nobody Is)
In today’s Friday Digest takeaway, Eric Fry argues that the flood of money into humanoid robotics points to a bigger, more durable opportunity than any…
1 Stock to Buy for the AI Revolution
The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these…
5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover
In this episode of Being Exponential, Luke Lango dives into five of the biggest space stocks shaping the rapidly expanding space economy: Redwire (RDW), BlackSky…
Will Higher Bond Yields Break the AI Bull Market?
Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…
A Billion Dollar Lesson for Investors
Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn’t mean just investing in the…
AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors…
Four Actionable Stock Ideas From a Legendary Investor
In today’s Digest, Brian Hunt highlights several themes he’s watching closely, shares a handful of stocks that have caught his attention, and explains what recent…
The Mag 7’s $10 Trillion Blind Spot… and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that I’m going to discuss is everywhere in our modern lives. But you can’t touch or…
Big Tech’s Tab Is Running Up – But Who Is Profiting?
In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which…
Lessons From the AI Genius Who Tried to Outsmart the Market
We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…
AI Prices Just Fell 280-Fold – Now What?
The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits…
How Two Smart Investors Missed Google – and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
Why “Boring” Could Be Your Best Investment
“Boring” isn’t just safe. Or reliable. It’s strategic. Especially when everyone else is chasing excitement. Markets have a habit of rewarding discipline long after they…
Here’s What My System Says About 4 Big Tech Stocks Before Earnings…
I’ll set the table for the earnings season so far, and then we’ll put this week’s four Big Tech reporters to the test and see…
Wall Street Misread Kimi K3
Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand.
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red… Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
Why You Should Use the EV Playbook to Find AI Winners
In today’s Smart Money, let’s take a look at why AI could become China’s next EV export story. Then, I’ll share why the biggest investment…
How to Beat Wall Street’s “Easy Button”
In early 2005, Staples launched a new ad campaign that introduced the world to the “easy” button. Now, wouldn’t it be great if investors also…
Three Stocks Just Flashed Seasonal Signals
Stock seasonality reveals bullish windows in Alphabet and Deckers – and a bearish signal for Applied Materials as July 23 nears.
1 – 10 of 240 results
