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Don’t Buy the SpaceX IPO. Do This Instead…
In today’s Market 360, I’ll tell you why I’m steering clear of the SpaceX IPO for now… why Wall Street’s excitement may have more to…
The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog
Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
The Four Signs a Company Is About to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
This Stock Isn’t Making Headlines Yet — and That’s Why It’s Interesting
Jonathan Rose spent 28 years on some of the most important trading floors in America. I invited him to share something with you today —…
The Four Signs a Company Is About to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
These Are the Four Signs a Company Is About to Destroyed by AI
Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. And right now, the somewhere else that…
Wall Street Loves to Make Predictions — but This Trader Does Something Else
In today’s guest essay, veteran trader Jonathan Rose explains why he focuses less on predicting the future and more on tracking where institutional money and…
The AI Boom’s Best-Kept Secret
Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next…
This AI Stock Has Even Faster Growth Than NVIDIA
This week is all about Wednesday. That’s when the grand finale of earnings season will take place. Of course, that’s when NVIDIA Corporation (NVDA) will…
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
The Bond Market Just Flashed Red
The 10-year yield sets a 52-week high… a wedge pattern suggests a big move is coming… which way will it break?… a quick 140% winner…
NVIDIA’s Earnings Show “Parabolic” Demand. Here’s What Comes Next…
In today’s Market 360, we’ll take a closer look at what NVIDIA’s latest numbers tell us about the AI boom. I’ll also discuss why the…
Don’t Trade Oil Headlines. Watch These Two Signals.
Oil volatility is rising. Crack spreads and backwardation are flashing signals that could point to refiner-stock opportunities.
How to Profit From the Coming Oil Shock Before Wall Street Does
In today’s Friday Digest takeover, veteran trader Jonathan Rose highlights the two market indicators he watches during periods of energy stress – and explains why…
Wall Street Is Pricing AI’s Upside. Nobody Is Pricing This.
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
Here’s How to Profit From the Oil Signals Most Traders Miss
To explain how to navigate today’s oil market, I’ve invited my colleague Jonathan Rose to discuss the two specific market signals investors should watch out…
Why the Smartest AI Investors Are Ignoring the Model Race
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
When the AI Backlash Will Hit Your Portfolio
The Lower-K consumer is falling behind… 5 trillion reasons why Wall Street hasn’t cared… what will spark the reckoning… watch growing anti-AI legislation… exactly when…
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