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What You’re Not Being Told About the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
Is the Next AI Gold Rush Happening Beneath the Ocean?
A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
This 1990s Supply Shortage Created 800% Gains – It’s Happening Again
In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result…
The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from…
Why the Fed Isn’t Cutting Rates – And What’s Changed
In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
Ex-Dividend Reminders Include Blackbaud and Open Text (BLKB, OTEX)
Blackbaud, Open Text, and DST Systems will trade ex-dividend on May 25. Here are the respective payout dates for BLKB, DST, and OTEX stock.
RiT, DST Surge on New Projects
Scotts Miracle-Gro (NYSE: SMG), RiT Technologies (NASDAQ: RITT), Owens-Illinois (NYSE: OI) lead midday stock volume.
The Hidden Consensus Forming on Wall Street – and How to Get In
I thought I was one of only a few contrarian voices speaking about AI’s emerging bottlenecks. But I’m actually joined by a growing chorus of…
4 Tech Services Stocks to Buy Now
The grades of four tech services stocks are better this week, according to the Portfolio Grader database. Every one of these stocks has an “A”…
Biggest Movers in Services Stocks Now – URI INAP TYC DST
The following stocks were moving the Services sector today.
Cree and Philips Stock Dim to New Lows
Cree NASDAQ:CREE and Philips NYSE:PHG have fallen to new 52 week lows, while stocks like Casey’s General Stores NASDAQ:CASY and DST Systems are at new…
6 Tech Services Stocks to Buy Now
Six Tech Services stocks are moving up in their overall rating this week, according to the Portfolio Grader database. Every one of these is graded…
4 Tech Services Stocks to Buy Now
The grades of four Tech Services stocks are on the rise this week on Portfolio Grader. Each of these stocks is rated an “A” (“strong…
Hottest Services Stocks Now – YELP Z KW AHT
Services stocks rose 0.9% on Wall Street on Friday.
Hottest Services Stocks Now – GRPN DLTR DST S
Services stocks finished up 3.6% on Wall Street today.
Biggest Movers in Services Stocks Now – DST AEO AM TFM
Services stocks declined broadly on Wall Street on Wednesday, with the sector seeing an overall decline of 0.5%.
Biggest Movers in Services Stocks Now – DST GK HURN BBY
Services stocks rose broadly on Wall Street today, with the sector seeing an overall increase of 1.0%.
6 IT Services Stocks to Sell Now
This week, the overall grades of 6 IT Services stocks are lower, according to the Portfolio Grader database. Each of these rates a “D” (“sell”)…
8 IT Services Stocks to Sell Now
This week, the overall grades of 8 IT Services stocks are lower, according to the Portfolio Grader database. Each of these rates a “D” (“sell”)…
Hottest Services Stocks Now – COOL AVXL ACHC MATR
The Services sector saw plenty of trading activity today, including the following leaders and losers.
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