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Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about
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.
Today’s AI Giants Could Be Tomorrow’s Disappointments
Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?
Why the Biggest AI Winners May Not Be AI Companies
Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…
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…
Don’t Buy the Railroads. Buy the Campbell’s.
In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI “applier” we’re giving…
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat…
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
We’re Not Done With AI – We’re Playing It Differently
The shift away from tech at the height of its dominance is a profitable one that we’ve seen play out before. In today’s Smart Money,…
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.
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
The Market Is at Highs… but the Returns May Not Be
The S&P is back in record territory… are all the risks gone?… what one valuation metric says about forward returns… how to remain in the…
Why This Gold Pullback Is a Buying Opportunity
Let’s take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
Anthropic’s revenue just exploded from $1 billion to $30 billion in 15 months. Here’s what it means for AI investors and why the Anthropic IPO…
Trillion-Dollar IPOs Are Coming – But the Rules Just Changed
Nasdaq’s fast entry rule could trigger billions in forced buying after IPOs, reshaping how AI stocks surge post-listing.
Will the Worst-Case Scenario Unfold Tonight?
U.S. strikes military targets on Iran’s key oil island… Trump warns “a whole civilization will die tonight”… Luke Lango’s framework for what comes next… and…
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.
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.
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