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The AI Boom Just Hit Its Next Bottleneck
Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…
The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped…
Buy CMO, Avoid the mREIT Trap
Fixed-rate mortgage REITs could be in trouble if the economy picks up, but adjustable-rate mREIT CMO can capitalize on higher interest rates.
The Iran Conflict Is Reshaping Every Market Right Now
Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still…
Oil’s Plunge Sends a Market Signal
Is the war in Iran nearing its end?… tracking the volatility in oil… what happens if oil prices remain near $100… how will all this…
2 AI Stocks to Buy on This Pullback
Today, we’re discussing “Stage 2” AI firms. These companies provide the experience of using AI – the products and services that come after the “Stage…
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
Biggest Movers in Finance Stocks Now – BANC IBKC HAFC CMO
The following stocks were moving the Finance sector today.
2 Tried-and-True Dividend Stocks to Buy Today
AllianceBernstein Holding (AB) and Capstead Mortgage (CMO) have everything dividend stocks should have to help investors find that stable income.
Biggest Movers in Services Stocks Now – AGNC HTS CMO VIV
Services stocks declined 1.3% on Wall Street today.
Biggest Movers in Services Stocks Now – BRP CMO CLI THI
Services stocks finished down on Wall Street on Tuesday, down 0.9%.
3 Best High-Yield REITs to Own Today
The latest Federal Reserve announcement could be a huge benefit to the REITs, as they can still borrow short-term money at 1% – 2% or…
The Stocks Taking Off Now
Here’s the truth most investors are missing… What’s happening in the market right now isn’t “risk off.” It’s rotation.
Big Tech Takes the AI Bill: What It Means for Investors
In today’s Smart Money, let’s take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and…
Biggest Movers in Services Stocks Now – WAC CLH CEL PEI
Services stocks declined broadly 0.7% on Wall Street today. NYSE:WAC, NYSE:CLH, NYSE:CEL, NYSE:PEI, NYSE:TEO, NYSE:AER, NASDAQ:FIVE, NYSE:DLR, NYSE:WU, NASDAQ:FTR, NASDAQ:DTV, NASDAQ:APOL, NYSE:WTW, NASDAQ:FSRV, NYSE:LHO, NASDAQ:ULTA,…
Biggest Movers in Services Stocks Now – MCD BIG RWT PHI
Services stocks declined broadly 2.9% on Wall Street on Thursday. NYSE:MCD, NYSE:BIG, NYSE:RWT, NYSE:PHI, NYSE:HPT, NYSE:HTS, NYSE:T, NASDAQ:NTES, NYSE:CMO, NYSE:SJR, NASDAQ:MDCA, NASDAQ:GRPN, NASDAQ:PCLN, NYSE:SUSS, NYSE:RH,…
Hottest Services Stocks Now – LAMR XRS LVS MDCA
Services stocks finished up broadly on Wall Street on Wednesday, with the sector seeing an overall increase of 1.4%. NASDAQ:LAMR, NYSE:XRS, NYSE:LVS, NASDAQ:MDCA, NASDAQ:TRS, NASDAQ:FTR,…
6 Stocks to Sell in November
These turkeys are the most likely to get plucked if the mess in Europe and the economic woes in the U.S. continue. Get out now.
Bed Bath & Beyond or GameStop: Which Is the Better Long-Term Buy?
Bed Bath & Beyond and GameStop are two popular memes. Of the two, BBBY stock has the more investable strategy for the future. Here’s why.
Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting
In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some…
Hottest Finance Stocks Now – AAMC PJT USBI FNHC
The following stocks were the biggest movers and shakers in the Finance sector today.
Buy Uber Stock On C-Suite Departure Weakness
Recent Uber news has focused on two high-level execs heading for the exits, but in this case, it provides a clean slate for the ride-sharing…
Dividend Investors Can House Big Yields in These 3 Mortgage REITs
Interest rate spreads make agency mortgage REITs veritable printing presses. So which are worth your attention? Take a quick look at three favorites.
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