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PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus

PHP2Shell highlights how AI is reshaping cybersecurity and creating new demand for companies that protect digital and physical systems.

SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030

SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030.

The Lockheed Martin Business I’d Watch More Closely Than the F-35

Lockheed Martin’s $58.6 billion PAC-3 award shows how America’s rearmament push is turning defense spending into factory expansion.

Fed Holds. AI’s Bigger Risk Isn’t Rates

Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…

The “Most Important Week of the Year” is Here

Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1

America’s Military Rebuild Starts With a Manufacturing Problem

America’s military rebuild needs factories, parts, and proven suppliers. See why RTX is a defense stock to watch as air-defense orders grow.

Tesla and SpaceX Could Merge. But Here’s the Bigger Opportunity…

Today, we’ll break down this week’s quarterly results from SpaceX and Tesla, Inc. (TSLA), discuss what a potential merger could mean – and talk about…

The Fed Hit Pause, But the Energy Boom Is Just Getting Started…

I know investors are eager to hear what the Fed will do next. I’ll share my thoughts on that. I also want to turn our…

What a $1.4 Trillion AI Chip Market Means for Everything Around the GPU

The AI infrastructure boom is getting so big that the industry’s biggest challenge is increasingly becoming physical scarcity.

What to Buy When AI Computing Gets Cheaper

Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…

Your 2026 Winners Could Be Your 2027 Losers

The biggest threat to past success isn’t always the competition, but the temptation to keep doing what made you successful in the first place.

Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks

The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.

Why Oil Prices Are High Despite Persian Gulf Supply Recovery

The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…

The Secret to Building a Championship Portfolio

I’ve spent nearly 50 years developing and refining a stock-picking system designed to help me find Wall Street’s strongest opportunities. And believe it or not,…

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.

As America’s Arsenal Runs Low, Here’s One Stock to Watch

My colleague Luke Lango believes that’s one opportunity investors may be overlooking amid the recent selloff in defense stocks. Below, he explains why America’s push…

Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet

Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.

The Best Place to Find the Next A-Rated Earnings Winners

I want to show you what I’ll be watching as several more market-moving companies prepare to report. Then, we’ll look at what thousands of investors…

As the AI Buildout Slows Down, Here’s What to Do Next

Would-be data center builders face a growing list of obstacles and expenses: New projects will take longer, face continuous permitting roadblocks, and incur rising costs.…

Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare

Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.

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.

The Post-Election Rally Is Cracking – Make These 5 Moves Now

From a distance, everything appears solid. The major indices are hovering near record highs. But step off the shore, and you’ll find the ice is…

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.

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.

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