July Is Historically Strong. What Comes Next Is the Problem.
The S&P 500’s bullish seasonal window closes July 23 as the presidential cycle points to a more volatile second half of 2026.
Follow the Smoothie, Not the Beer
Gen Z wellness spending is shifting dollars from bars and beer to fitness, recovery, and functional drinks – creating a new stock trade.
Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade
AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
If You Missed Micron, Try This Instead
Keith's going deeper on all of this at his free Breakthrough 2026 event — Thursday, July 16, 10 a.m. ET. Save your seat here.
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More PodcastsThese 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks to buy now.
