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China’s Rare Earth Squeeze Is Making MP Materials More Important
China’s grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout.
What the Panama Canal Can Teach Us About Investing With Elon Musk
Elon Musk certainly doesn’t have much trouble raising money. But as my InvestorPlace colleague Luke Lango explains below, even billions of dollars can only get…
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
Time to Wake Up. Copper Stocks Are the AI Trade Everyone’s Sleeping On.
Everybody’s crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal that’s been around…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
Elon Musk Raised $3 Billion – Here’s Who Could Profit Next
Our technology expert Luke Lango explains why a recent $3 billion funding round for Musk’s Boring Company offers a revealing glimpse into that problem. Beyond…
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
The One Question That Decides the AI Trade
The AI trade – the engine under this entire bull market – rests on one thing: the torrent of spending from a handful of hyperscalers.
Why You Shouldn’t Worry About the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
Elon’s New AI Master Plan Needs These Companies
Today, I want to show you what Musk is trying to build, why a recent announcement makes me take it much more seriously, and where…
Nvidia Sold the Market a New Story, and It Bought It. Here’s Why.
Nvidia’s earnings reset the market’s AI narrative. Here’s the guidance behind the move and where the supply chain money flows next.
Why the AI Bottleneck Is Getting Worse – And How We Can Profit
Jonathan trades a lot of the same stocks we discuss here regularly. But with his strategy, you could magnify your gains on those same stocks –…
Two Lines on a Chart Beat Every Headline I’ve Read This Year
Objective data is the great equalizer. It shifts you out of prediction and into probability. And once you understand what the market expects — how…
The Fed’s No-Win Decision Next Week
There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…
700 AI Agents Went Rogue – Now What?
Last call for tonight’s workshop with Luke Lango… a must-do AI homework assignment… the rogue-agent scare behind Washington’s “kill switch”… Japan’s yen wildcard – why…
Starlink Is So Dominant, Europe Is Paying Musk and Funding His Rivals
Starlink dominates satellite internet, but Europe’s €15.6B IRIS² response is creating a second wave of satellite-industry spending.
A “Forever Stock” for a Thirsty World
Learn more about the company that I consider to be one of the best Forever Stocks out there. Then, I’ll share where you can find…
The Signal That Says Crypto Winter Is Finally Breaking
In today’s Smart Money, InvestorPlace crypto expert Luke Lango breaks down Bitcoin’s recent signal, the confirmation still ahead, and why the worst may be behind…
The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing…
3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear
AI stocks to buy now: Dell and Credo lead the pack, while geothermal’s Fervo Energy rides a Google deal. See why the market’s stalled tape…
Inside Elon Musk’s Multibillion-Dollar Shopping List
Luke Lango explains what Nvidia’s results reveal about the changing AI supply chain and why he’s applying the same thinking to Elon Musk’s sprawling empire.…
Warsh Won’t Give Wall Street a Roadmap. Is a Rate Hike Coming Anyway?
Let’s look at what this week’s inflation report really told us, what Warsh just told Wall Street at Jackson Hole and what it could mean…
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