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Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply can’t see. Today, Keith Kaplan takes that…
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat…
Here’s Why Everyone’s Wrong About What’s About to Happen at the Fed
In today’s Market 360, I’ll explain the connection between Bessent and Warsh – and why I think it’s good news for investors. I’ll also give…
Don’t Let These 3 AI Investing Mistakes Destroy Your Gains
Market shifts tend to trigger three common mistakes every time a breakthrough technology emerges. Millions of portfolios will suffer losses because of them. I’ll break…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
3 More Small-Cap Stocks to Buy
When “everyone knows” the same thing, opportunities tend to emerge elsewhere — especially in smaller companies that Wall Street often ignores. Today, I want to…
Today’s AI Giants Could Be Tomorrow’s Disappointments
Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it…
The AI Nobody’s Talking About Is Already Picking Winners
To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts……
3 Stocks to Sell Before May 19
If history is any guide, the market’s first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
3 AI Stocks to Buy Immediately
There are still a handful of companies that look like Nvidia in late 2022 and SK Hynix in mid-2025. These firms produce crucial AI data…
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,…
3 Small-Cap Stocks to Buy Before May 15
Louis Navellier has identified 53 small-cap stocks he calls his “Exclusion List” — companies that are simply too small for major Wall Street firms to buy aggressively. To give you a…
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…
The “Powell Era” Ends with a Divided Fed
Powell’s final act… more of the “wait and see” approach… the Warsh Fed takes shape … why the balance sheet matters more than the interest…
Xerox Is an AI Trap — This Company Is a Better “Match”
In today’s Smart Money, I’ll look at a company that highlights the limits of legacy AI Appliers struggling to adapt as A-AI accelerates. Then, I’ll…
One Stock to Cut Through the AI Noise
The data seemed clear – but that doesn’t mean the conclusions were. During World War II, U.S. military analysts examined bombers that had safely returned…
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