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The AI Trade Is Changing, and This Energy Giant Is Ready
It’s important to own the companies that are providers or suppliers to this massive AI buildout, rather than the companies that are spending the money to build.
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 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…
Could an AI Bust Crash the Whole Market?
Wall Street punishes Meta… the question for the rest of your portfolio… three ways a boom ends… “three booms wearing the same trench coat”… the…
Google Just Sent AI to Space – Here’s What That Means for Investors
Let’s look at what Google’s Suncatcher project reveals about the AI boom’s growing constraints. Then, I’ll show you where the next AI opportunity is ready…
What SpaceX’s $40 Billion Nvidia Chip Plan Says About the AI Boom
AI infrastructure financing is expanding as Wall Street turns GPU-backed loans and long-term contracts into new data center capacity.
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.
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…
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…
The AI Bargain Hiding in Big Pharma
Investors may not be giving big pharma companies credit for the potential to turn AI-driven innovation into stronger growth and profits. Let’s discover this bargain…
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 2 Hottest Places to Hunt for A-Rated Stocks
In today’s Market 360, I want to show you two areas where Wall Street is expecting some truly stunning earnings growth…
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
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…
3 Reasons I Expect My Stocks to Gain 40% or More by Year-End
In today’s Market 360, I want to share three key reasons I believe stocks can continue to rally into year-end – and how you can…
The Market’s Star Players Are Hiding a Bigger Problem
Here’s my advice: Worry less about missing the next AI rally and more about what happens if the market’s most crowded trades stumble. And here’s…
Elon Musk’s Brain-Tech Push Has Me Watching These 2 Small Stocks
Today, Jonathan will show you two public companies on my watchlist: one with a direct connection to a brain-interface developer, and another that makes research…
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.
2 Cyber Stocks to Buy as AI Risks Rise
My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…
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