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GDP Cut, Consumer Spending Slowing, Oil Drama in Hormuz

In this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the…

The Next AI Gold Rush Is Inside the Data Center

The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.

Why the Best Opportunities Are Off the Beaten Path

In today’s issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have,…

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…

While You’re Watching Oil, This Opportunity Is Slipping By

Oil ETFs often fail to track oil prices. Here’s why chasing oil can backfire – and smarter ways investors can approach the energy market.

3 Stocks Smart Investors Are Buying Right Now

Markets have been a rollercoaster lately, as geopolitical tensions in the Middle East continue to create uncertainty and drive sharp swings in energy prices. So,…

A $10 Trillion Shift Most Investors Will Miss

Beneath the surface of the AI boom, a series of hidden supply bottlenecks is beginning to tighten. And unlike interest rates or inflation data, which…

What Smart Money Knows and a Broker Would Never Tell You

Why momentum investing often outperforms buy-and-hold – and how stage analysis identifies breakout stocks early.

One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner

Right now, the bull market isn’t broad — it’s just concentrated in key assets like energy stocks, crude, and industrial metals. When volatility spikes across…

AI Is Running Out of Memory

AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…

The AI Memory Crunch Has Begun

In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…

AI Isn’t Peaking – It’s Entering Its Most Profitable Phase

Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague Louis…

This Oil Trade Looks Smart — But Isn’t

Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…

Good CPI Numbers…Are Irrelevant

CPI data comes in as expected… unfortunately, it’s already outdated… aluminum is jumping… how to play it… Alcoa looks like it’s headed for a breakout

The Fed: No Surprises, Loads of Uncertainty

The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates……

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…

The New Doctrine Reshaping Global Markets

America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.

Why the Fed Isn’t Cutting Rates – And What’s Changed

In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.

Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere

There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…

GPUs Built the Boom, But the Next Great AI Stocks Aren’t What You Think

AI stocks are entering a new phase as Nvidia signals a major shift in AI infrastructure. Discover the next bottleneck, the rise of agentic AI,…

Why AI Could Drive Inflation Higher

In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds…

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…

What You’re Not Being Told About the AI Economy

A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.

70% of Trades Are Now Machines. Here’s How to Beat Them.

If the market feels harder to read lately… you’re not imagining it. Its character has changed. My colleague Luke Lango explains why today’s volatility is…

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