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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…
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 AI Selloff Meets Election Day
AI’s meltdown week… Luke Lango’s take on the selloff… data centers are on tomorrow’s ballot… so is the drone budget… Luke’s Pennsylvania Plan
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…
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.
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.…
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…
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.
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.
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.
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…
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…
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.
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.
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…
Before Celebrating the Mag 7, Remember Yesterday’s Tech Giants
Let’s go over the latest quarterly earnings from the Mag 7 companies and what they reveal about investing in AI today.
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
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