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The $2.5 Trillion Shift No One’s Watching and What It Means for Q1 2026

What the Dot-Com Bust Teaches About Today’s AI Vendor Financing

AI financing mirrors the dot-com era’s vendor loops – but deeper pockets and real demand make this cycle more durable, at least for now.

The Next Great AI Trade Hiding in Plain Sight

Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive…

Nvidia Earnings Smash Records, but Wall Street Panics Anyway

Nvidia just posted record AI revenue – but traders still hit ‘sell.’ The market may be missing the bigger story.

Forget Silicon Valley — the Next Tech Fortunes Start in D.C.

In today’s issue, my colleague Luke Lango is taking you inside one of the most important — and least understood — shifts happening in the…

A Black Friday Bargain Hiding in Plain Sight

In the spirit of Black Friday coming up, I’d like to share a relatively cheap and underappreciated AI play that I’ve been watching throughout 2025.

Everyone Buried Lithium – Right Before the Real Boom Began

Lithium is entering a new boom as AI data centers, grid-supporting batteries, and physical AI drive fresh demand.

Nvidia Delivered. Why Did the Market Panic Anyway?

The market has been increasingly wobbly this week as sentiment has started to question whether the AI trade is over-extended.

Nvidia Crushes Earnings as AI Demand Stays Red-Hot

In today’s Digest takeover, Luke Lango walks us through why Nvidia’s results were a direct rebuttal to the “AI bubble” narrative… how hyperscalers are still…

This Week’s Economic Data – and What’s Quietly Reshaping the Market in 2026

In today’s Market 360, I’ll dig into the latest numbers and break down what they’re really telling us. I’ll explain what the Fed now has…

Why January 2 Could Trigger the Largest Industrial Reversal in 40 Years

A $11.3T reshoring and automation boom is remaking America’s economy. Learn how to target key stocks at the American Dream 2.0 Summit.

Microsoft Just Made Its AGI Play — Now It’s Your Turn

Today, I’d like to discuss Microsoft’s new superintelligence team and its unique approach to AGI. I’ll also share more AGI updates and, importantly, show you…

Unemployment Jumps to 4.6% – Will More Cuts Come?

The Quiet Power Play Wall Street Is Missing in the AI Boom

The AI revolution has a power problem. Batteries may be the solution – and the next big investment opportunity.

Oil is Tanking – What to Do Now

The Data Point that Saved Christmas

The Healthcare Discount Too Big to Ignore

In a market obsessed with AI stocks, few investors seem to care how extensively the biopharmaceutical industry has integrated AI technologies. That oversight is exactly…

Two Stocks for a Bullish 2026

There’s no reason to believe next year will be bearish. Today, I’ll show you why our group of expert stock analysts is still bullish, and…

The Market’s Negative Risk Premium Warning

Why Yesterday’s Rate Cut Sets Up a Major Shift for 2026

In today’s Market 360, let’s walk through exactly what the Fed did – and why I believe it sets the stage for one of the…

An Upgrade to the American Dream Is in Motion

A staggering $11.3 trillion has already been committed to rebuilding the core of American industry — from rare-earth minerals to smart manufacturing, automation, robotics, nuclear…

Michael Burry Warns: Is the Biggest Tech Rally of Our Era Built on a Lie?

Is the AI bubble built on faulty accounting? Michael Burry warns that Big Tech is inflating earnings by billions. Discover what this means for AI…

Where the New AI Boom is Forming

Gold Rebounds, AI Stocks Reset and NVDA Takes Center Stage (w/ Tammy Marshall)

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