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240 results for cmo

The Line That Could Pop the AI Bubble

Small caps hit a wall… is Ray Dalio right about the AI bubble?… Luke Lango’s 6.5% stress test… why Louis Navellier sees a “stunning finish”…

3 Stocks to Buy Before the AI Boom Fumbles

Those buying only high-growth, leveraged AI stocks might do well in the short term. But they can still lose if their defense isn’t solid enough…

Is an “Agentic AI Bank Run” Coming?

Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies

Here’s Who Wins When AI Infrastructure Gets Cheap

One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…

The Robot Boom’s Next Milestone Is Surprisingly Boring

Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.

AI’s $204 Billion “Security” Tax

PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…

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 One Thing Propping Up the Whole Economy

Revisiting the Reflexive Economy… what we got right, and where it stands today… what Louis Navellier expects from earnings … why the real risk isn’t…

Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute

Anthropic is adding AI safeguards while committing hundreds of billions to compute, showing why slower releases may not stop demand.

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 AI Boom Is Running Out of Earth. Here’s Who Benefits.

The AI infrastructure boom is getting so big that the industry’s biggest challenge is increasingly becoming physical scarcity.

Buy CMO, Avoid the mREIT Trap

Fixed-rate mortgage REITs could be in trouble if the economy picks up, but adjustable-rate mREIT CMO can capitalize on higher interest rates.

SpaceX Gets the Headlines, But These Three Companies Get the Contracts

NASA’s Moon push is creating recurring contracts for space stocks building the infrastructure needed after the first lunar landing.

Copper’s AI Boom – Three Ways to Play It

Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…

The Big Short Just Shorted a Grade-“A” Stock

This week, Michael Burry said he added to his Micron short “in some size.” But is there a better way to decide what to do…

AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next

In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…

The Next AI Winners May Already Have All the AI They Need

Nvidia Moved This Tiny Stock 180% With One Announcement

Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.

Biggest Movers in Finance Stocks Now – BANC IBKC HAFC CMO

The following stocks were moving the Finance sector today.

2 Tried-and-True Dividend Stocks to Buy Today

AllianceBernstein Holding (AB) and Capstead Mortgage (CMO) have everything dividend stocks should have to help investors find that stable income.

Biggest Movers in Services Stocks Now – AGNC HTS CMO VIV

Services stocks declined 1.3% on Wall Street today.

Biggest Movers in Services Stocks Now – BRP CMO CLI THI

Services stocks finished down on Wall Street on Tuesday, down 0.9%.

3 Analysts, 3 Trades to Make Today

Today, let’s forget all the headlines and focus on three actionable ideas from three of our sharpest analysts.

If the Race for Smarter AI Slows, This May Be the Next Wave of Profits

Luke Lango thinks investors may be overlooking an important part of the current AI story: Even if the industry takes longer to develop tomorrow’s AI,…

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