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240 results for APPL
The Four Signs a Company Is About to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
These Are the Four Signs a Company Is About to Destroyed by AI
Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. And right now, the somewhere else that…
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
The Pentagon Is Betting $200 Billion on These Companies
In today’s essay, I’m breaking down exactly where I see the next opportunities emerging in drone stocks – and how we’ve used one system I’ve…
What Jensen Huang Said That Nobody Noticed
Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
The AI Boom’s Best-Kept Secret
Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply can’t see. Today, Keith Kaplan takes that…
Xerox Is an AI Trap — This Company Is a Better “Match”
In today’s Smart Money, I’ll look at a company that highlights the limits of legacy AI Appliers struggling to adapt as A-AI accelerates. Then, I’ll…
The AI Boom Is Building Fences Around the Economy
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
The AI Story Is Changing – And So Will the Market Leaders
In today’s Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
While Everyone Chases AI, Pharma Keeps Getting Cheaper
In today’s Smart Money, I’ll explain how the hype surrounding the AI trade is diverting attention from potentially lucrative pharmaceutical stocks. And why that disconnect,…
Elon Musk’s Next Big Idea May Change Money Forever
Some investors position themselves ahead of major shifts before those shifts become obvious to everyone else. A fortune in the making may be happening again…
How to Spot Demand Before It Shows Up in the Numbers
As I often say, truth reveals itself in behavior before it shows up in reports…
Perfection Is a ‘Sell’ Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change – and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
Why ‘Perfect’ Companies Underperform
AI investing strategy: Use the BlackBerry Test to spot obsolete stocks early and position for the next wave of AI disruption.
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
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