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What TurboQuant Actually Means for AI Memory Stocks

AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.

The Quantum Computing Paradox: Brilliant Future, Complicated Present

Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.

One Path for How This War Ends (And What Markets Are Missing)

Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…

We’re Not Done With AI – We’re Playing It Differently

The shift away from tech at the height of its dominance is a profitable one that we’ve seen play out before. In today’s Smart Money,…

Why We’re Ignoring Oil Prices and Buying Energy Stocks Instead

We can’t predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don’t seem…

The Market Is Distracted. You Shouldn’t Be.

I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks – no…

What the PCE Is Really Telling Investors Today

The ceasefire is fragile – but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…

Copper Demand Isn’t Slowing – It’s Accelerating

The short-term story for copper is simple; demand is growing faster than expected, supply is growing slower than expected, and the market is already slipping…

The VCX Frenzy Is a Warning for AI IPO Investors

AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.

The Market Has Already Changed … but Most Investors Haven’t

When Amazon went public, those who understood what was coming and moved early built a fortune. Everyone who waited for confirmation might still have made…

What Anthropic’s Latest Model Signals for Investors

In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…

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……

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 Hidden Commodity Winner of the Oil Crisis

Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is…

The Oil Trade Everyone’s Getting Wrong

With all the headlines focused on energy lately, you’re probably wondering what the best way is to play the oil trade right now. Today, I…

Trump’s Iran Update Spikes Volatility. Now What?

Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobs… how to invest ahead of…

How to Trade a Volatile Stock Market Without Guessing Direction

Volatile markets create opportunity. Learn how to trade stock market volatility with options, cash, and rotation strategies.

Is the Next AI Gold Rush Happening Beneath the Ocean?

A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.

Stock Market Outlook: Why This Pullback May Already Be Over

A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.

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.

Before AI Takes Over the C-Suite, Follow the Money Behind It

In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…

Anthropic’s Claude Mythos Leak Is Bigger Than You Think

Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.

Is the Bull Market Rally Back On?

The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…

The Private Credit Time Bomb Is Ticking

Private credit risk is rising fast. Here’s why the $3 trillion ‘shadow’ banking market could threaten stocks – and how to prepare.

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