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The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look
Back in August, my colleague Jonathan Rose warned about two AI favorites, CoreWeave and Oracle. Both stocks have since taken a beating. Jonathan spent years…
AI’s Next Shift, Hiding in a Drone Battery
My colleague Luke Lango has been following AI’s move into machines that carry goods, operate equipment, and work alongside people. And he believes the companies…
The “Calendar Trick” for Huge Biotech Gains – And 3 Stocks I’m Watching
Today, Jonathan will explain what the PDUFA calendar is, the catalysts my system is flagging that could boost three biotech stocks higher, and the popular…
The AI Warning That Could Lead to Your Next Trading Opportunity
Billion-dollar AI deals make for exciting headlines. But my colleague Jonathan Rose wanted to dig under the surface to see how these companies are going…
Why Oil Prices Are High Despite Persian Gulf Supply Recovery
The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…
Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout
AI stocks face pressure from oil and interest rates, but strong chip sales and data-center growth suggest October’s dip could offer a buying opportunity.
The AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)
Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.
Why Playing It “Safe” With U.S. Stocks Could Backfire
Today, I’ll explain why overconfidence can lead investors to favor U.S. stocks even when foreign markets offer compelling alternatives.
Netflix’s Moat Is Disappearing. Is Yours?
Blockbuster’s lesson, revisited… when AI kneecaps a moat… two tests for every stock you own… Eric Fry’s “panic early” rule
Fed Holds. AI’s Bigger Risk Isn’t Rates
Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
“This Darn Bond Market Is Scaring Me”
A former market maker on what comes next – and where the big money is flowing
The FDA Calendar Smart Money Never Ignores
Today, Jonathan Rose will explain what the PDUFA calendar is, the catalysts his system is flagging that could boost three biotech stocks higher, and the…
Record Highs – With Half the Market Left Behind
A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…
The $20 Billion AI Scare That Wasn’t
Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis…
Buy, Sell, or Hold? Your Questions Answered (Plus My Top Pick)
With the market’s recent volatility, investors want to know which ones still have room to run, which are worth buying on a pullback and which…
The Fed Won’t Turn Dovish – So, Here’s the Play
Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the…
The Best Place to Find the Next A-Rated Earnings Winners
I want to show you what I’ll be watching as several more market-moving companies prepare to report. Then, we’ll look at what thousands of investors…
Get In on Washington’s Winners – On Your Terms
Jonathan Rose’s ability to spot unusual trading activity—and turn it into a practical trading idea—is why I encourage you to follow his work. Today, he…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Today, I’ll show you two public companies building the future of brain-computer technology: one with a direct connection to a brain-interface developer, and another that…
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