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Why AI Becoming “Good Enough” Changes Everything for Investors
The biggest winners of AI’s next phase may not be the companies building the fastest chips or the largest AI models. Instead, they may be…
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog
Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…
A New All-Time High, an 81% Overnight Gain, and One “Forever Stock”
The AI power play making new highs… a pharma stock hiding in plain sight… and a biotech trader’s edge you can steal…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
The Treasury Yield Line That Could Break This Bull Market
The 10-year Treasury yield is testing stocks. Below 5%, AI earnings can support the bull market — but the margin is shrinking.
Nvidia Can Hit Home Runs, but Championships Need a Full Lineup
Since 2023, Nvidia has reached superstar status with its massive earnings beats, often, like Babe Ruth, knocking it out of the park. But the bigger…
One Space Stock to Buy Today
Rocket Lab makes its biggest move… Louis’ top space stock right now… why the OpenAI delay is actually bullish for AI investors
2 More Stocks to Buy for the AI Convergence
Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools. And it’s creating a new kind of “trading convergence” that…
The Swiss Cheese Principle Behind Jonathan’s Top 5 Stocks
To borrow a metaphor from cheesemaking, pressure always finds the weak spots first. And this market has plenty of that building beneath the surface.
The Four Signs a Company Is About to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
NVIDIA’s Earnings Show “Parabolic” Demand. Here’s What Comes Next…
In today’s Market 360, we’ll take a closer look at what NVIDIA’s latest numbers tell us about the AI boom. I’ll also discuss why the…
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That’s a permanent floor under sovereign AI infrastructure spending.
The Four Signs a Company Is About to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
SpaceX’s $60 billion bet just confirmed the agentic inference supercycle – and pointed directly at the physical bottlenecks that capture it.
These Are the Four Signs a Company Is About to Destroyed by AI
Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. And right now, the somewhere else that…
How AI Just Saved a Coal Mine $191,000 in One Morning — and What It Means for Your Portfolio
In today’s Smart Money, Joe Austin explains why the biggest profits from the AI boom may not come from the names you already own —…
The $2 Trillion Question Nobody’s Asking About the SpaceX IPO
Does an IPO like SpaceX actually serve retail traders? Today, I want to answer that question – and show you where the real opportunities are…
Don’t Trade Oil Headlines. Watch These Two Signals.
Oil volatility is rising. Crack spreads and backwardation are flashing signals that could point to refiner-stock opportunities.
How to Profit From the Coming Oil Shock Before Wall Street Does
In today’s Friday Digest takeover, veteran trader Jonathan Rose highlights the two market indicators he watches during periods of energy stress – and explains why…
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