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Stocks to Buy As the War Pauses
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
The New Weapon Changing Warfare (and Markets)
In today’s Market 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you…
Trump’s Iran Update Spikes Volatility. Now What?
Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobs… how to invest ahead of…
AI Layoffs Are Spreading Faster Than Expected
AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift – not a temporary trend.
Two Stocks Our Experts Are Buying Now
In the real world, investing isn’t done with clean spreadsheets and perfectly labeled data. That’s where human analysts still have the advantage.
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
Before AI Takes Over the C-Suite, Follow the Money Behind It
In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the…
Quant Ratings Updated on 112 Stocks
Today, I want to briefly discuss the current situation between the U.S. and Iran. Then I’ll tell you about the bigger shift I think will…
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
Why the Energy Bull Case Is Still Intact
The prognosis for global oil and gas markets remains deeply unsettled, and investors who panic out of their energy positions may find themselves on the…
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
Copper Demand Isn’t Slowing – It’s Accelerating
The short-term story for copper is simple; demand is growing faster than expected, supply is growing slower than expected, and the market is already slipping…
AI Isn’t Peaking – It’s Entering Its Most Profitable Phase
Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague Louis…
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of…
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