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Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
One Hike Down. How Many to Go?
The Fed fires the starting gun… one move or the first of many?… why this cycle isn’t 2004… how to position your portfolio regardless of…
Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number
Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop…
Taiwan and China’s Semiconductor Showdown: TSM Stock Is Still No. 1
TSM stock is full of geopolitical risks, but a Chinese invasion isn’t the most concerning. The chipmaking magnate has more pressing concerns.
The One Question That Decides the AI Trade
The AI trade – the engine under this entire bull market – rests on one thing: the torrent of spending from a handful of hyperscalers.
The Fed’s No-Win Decision Next Week
There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…
What $6 Diesel and This Week’s Inflation Reports Mean for the Fed
In today’s Market 360, I’ll break down what they revealed about inflation and explain why the pressure is building on the Federal Reserve.
The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
700 AI Agents Went Rogue – Now What?
Last call for tonight’s workshop with Luke Lango… a must-do AI homework assignment… the rogue-agent scare behind Washington’s “kill switch”… Japan’s yen wildcard – why…
600 Radio Firms Died, 18 Survived – and AI Is About to Repeat History
Let’s look beyond the companies building the AI machine – and toward the companies learning how to make money with it.
The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
AI Stocks Are Stuck – and Not Because of Earnings
The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields…
3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear
AI stocks to buy now: Dell and Credo lead the pack, while geothermal’s Fervo Energy rides a Google deal. See why the market’s stalled tape…
The Signal That Says Crypto Winter Is Finally Breaking
In today’s Smart Money, InvestorPlace crypto expert Luke Lango breaks down Bitcoin’s recent signal, the confirmation still ahead, and why the worst may be behind…
Why Is DigitalOcean (DOCN) Stock Down 15% Today?
Investors in DigitalOcean and DOCN stock are singing the blues today. Shares of the software company are sinking approximately 15%.
Dear GOOGL Stock Fans, Mark Your Calendars for May 10
Despite sinking earlier this morning, shares of GOOGL stock have since rebounded on news of a new smartphone release.
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