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The Man Who Saved the Internet – And What Investors Can Learn
As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango,…
The No. 2 Stock of 2024 Wasn’t an AI Company – and the Pattern Is Repeating
I’ve picked the biggest, most conservative name on Luke Lango’s list on purpose. If the potential is this large for such a major firm, it’s…
5 Catalysts Set to Spark a Small-Cap Rally Before Year-End
I see five separate catalysts coming together between now and year-end that could help propel fundamentally superior small-cap stocks higher.
How to Build a Crisis-Proof, Inflation-Proof Portfolio
A step-by-step plan that will grow your wealth during good times… and protect it during bad times.
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…
The AI Trade Is About to Split in Two
AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
Where the AI Trade Is Still Ripping
An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at…
AI Has Entered the Chain of Command
Sovereign AI is moving from policy to procurement as the Pentagon builds around autonomy, secure compute, cyber defense and robotics.
9 Defense Stocks to Watch Before the Next Big Rally
Defense stocks sold off hard even as military budgets keep rising. Luke Lango and Jonathan Rose discuss 9 stocks to watch before the next rally.
Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms
While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…
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.
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
Netflix’s Moat Is Disappearing. Is Yours?
Blockbuster’s lesson, revisited… when AI kneecaps a moat… two tests for every stock you own… Eric Fry’s “panic early” rule
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 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…
Why Playing It “Safe” With U.S. Stocks Could Backfire
Today, I’ll explain why overconfidence can lead investors to favor U.S. stocks even when foreign markets offer compelling alternatives.
The AI Boom Has a Copper Problem, and Here’s One Stock the Smart Money Is Betting On
Over the past several months, we’ve seen overwhelming buying activity by professional traders – some of the most knowledgeable minds on Wall Street. These people…
The New Space Race Is About Who Controls the Infrastructure
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
One Overlooked Healthcare Stock That Could Double
You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…
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.
The Energy Stocks I’m Watching as Oil Prices Surge
In today’s Market 360, I’ll show you what investors are searching for in my Stock Grader AI tool, how to hunt for fundamentally superior energy…
Why I Sold This Copper Stock for a 430% Gain
Let’s explore why strong growth doesn’t always make a stock worth buying. Then, I’ll share where I see better opportunities instead.
As the Market’s Party Shrinks, Here’s One Stock to Buy
Today, I’ll show you why this market deserves caution — and give you the name of an overlooked healthcare stock that I believe offers substantial…
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