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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.
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.
Before Elon Musk Takes Neuralink Public, Here’s Where to Look for Profits
Jonathan Rose looks beyond Neuralink at two public companies on his watchlist, explaining what interests him and how their connections and risks differ.
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.
The AI Warning That Could Lead to Your Next Trading Opportunity
Billion-dollar AI deals make for exciting headlines. But my colleague Jonathan Rose wanted to dig under the surface to see how these companies are going…
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…
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.
The Bond Market’s Warning – and Three Stocks Worth Watching
Three companies, one trading strategy, and a way to limit your risk before you buy.
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.
Record Highs – With Half the Market Left Behind
A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…
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.…
The 2 Hottest Places to Hunt for A-Rated Stocks
In today’s Market 360, I want to show you two areas where Wall Street is expecting some truly stunning earnings growth…
Google Is Testing AI In Orbit as 100 Communities Rethink Data Centers
Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
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…
The Stock Market’s Sweet Spot Starts NOW (3 Stocks to Buy)
We discuss why tech and small-cap stocks could lead the next rally, the latest inflation readings and how they impact the bond market, why our…
2 Cyber Stocks to Buy as AI Risks Rise
My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…
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.
Before You Buy a “Trump Stock,” Ask These 3 Questions…
Jonathan shares two stocks he’s bullish on, two he’s leaving alone, and three questions he asks before getting into a government-backed trade. His analysis explains…
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