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240 results for AGU

The AI Industry Has Split Into Supergroups. Investors Need to Adapt.

AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.

Natural Gas Found Its Spark – How to Play Past the Rally

In this issue, let’s dive into how some “new kids” are increasing natural gas demand. Plus, I’ll share an overlooked U.S. natural gas producer that…

Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position

A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.

The Drone Supercycle Wall Street Still Hasn’t Priced In

Beware These Beloved Stocks

What studies show about returns after hitting “Top Dog” status… why the Mag 7 stocks are effectively, Top Dogs… where Eric Fry is looking for…

The U.S. Is Mobilizing for AI Dominance

I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…

Washington’s ‘New Deal’ for AI Stocks Is Your Lottery Ticket

In the 1930s, the New Deal reshaped American industry by focusing on power, capital, and infrastructure. Today, the same playbook is being applied to AI…

Own the Six Bottlenecks That Control AI Growth

The race for AI dominance has become a matter of national strategy. Washington is accelerating permits, steering capital, and clearing obstacles for the companies it…

Warsh Tapped for Fed Chair – Metals Crash 27%

Kevin Warsh gets the nod for Fed Chair… the market’s reaction… precious metals finally correct – get ready to buy… new data about our ever-expanding…

The Crazy Map Update: Getting Hotter

Checking in on our late-stage bull market scorecard… new IPO madness… margin debt hits record highs… the single-stock ETF explosion… why we’re still dancing (but…

The U.S. Government Just Picked Its Next AI Winners

Switching up your investing approach every now and then is healthy… but this time it may be mandatory, based on what my InvestorPlace colleague Luke…

Here’s What Happens When Washington Decides It Can’t Lose

For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it.

Don’t Miss This 270-Day Investing Window (Wall Street Probably Will)

The American free market has officially closed for renovation. And when it reopens, it won’t look anything like the one we once knew…

Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip

Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.

Why Playing It Safe Can Be the Riskiest Move

Waiting until a stock pick feels comfortable can leave you with a portfolio of underperformers.

Why Outstanding Results Aren’t Enough

ASML has great earnings – and investors sell… MSFT implodes after strong earnings… are we priced for perfection?… where the next wave of growth comes…

The 6 Choke Points Powering the AI Boom in 2026

Markets don’t wait for official announcements when Washington’s priorities change – they reposition. And when those priorities center on technology, infrastructure, and national security, the…

My #1 2026 Call: The Mag 7 Trade Breaks

We are entering 2026 with the knowledge that anything can happen… but I believe there are ample ways to prepare.

This $2B/Year Shoe Brand Just Dropped 25% — Here’s Why I’m Buying

Gen Z has an entirely different sense of what’s “cool” from previous generations. But being “in the know” could put some serious style, and gains,…

Maduro Is Gone – and the Age of American Empire Has Begun

Venezuela’s regime change reveals a new U.S. strategy where geopolitics and markets merge under an increasingly imperial presidency.

Greenland Headlines Fade… but the Market Risk Doesn’t

In today’s Smart Money, Tom Yeung will share how declining global confidence in the U.S. dollar – driven by geopolitical tensions and a slowing U.S.…

How Markets Move in Cycles – And Why it Matters Now

If you’re a longtime reader, then you probably know that I’ve been a student of seasonal market patterns for decades. But Keith and his team…

3 Startups Leading American Innovation… and 8 More in the Wings

Over the past several weeks, Luke Lango and his team have combed through executive orders, pored over government memos, and spoken with military insiders to…

The Genesis Mission Has a 270-Day Timeline – And You’re Already Late

The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.

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