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240 results for CAJ

The AI Test Alphabet Just Failed

Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock…

The Stock Market’s Sweet Spot Starts NOW (3 Stocks to Buy)

We discuss why tech and small-cap stocks could lead the next rally, the latest inflation readings and how they impact the bond market, why our…

9 Defense Stocks to Watch Before the Next Big Rally

Defense stocks sold off hard even as military budgets keep rising. Luke Lango and Jonathan Rose discuss 9 stocks to watch before the next rally.

The Fed Hit Pause, But the Energy Boom Is Just Getting Started…

I know investors are eager to hear what the Fed will do next. I’ll share my thoughts on that. I also want to turn our…

Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks

The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.

What a $1.4 Trillion AI Chip Market Means for Everything Around the GPU

The AI infrastructure boom is getting so big that the industry’s biggest challenge is increasingly becoming physical scarcity.

Why Oil Prices Are High Despite Persian Gulf Supply Recovery

The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…

SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030

SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030.

Buy, Sell or Hold? My Take on Your Stocks

I’m answering your questions about the AI stocks on your radar with a focus on companies already earning money, with solid fundamentals behind their growth.

Beyond Tesla: 4 Stocks I’m Watching for the Next AI Trade

I’m working backward from Tesla’s Cybercab to find the businesses most investors overlook — the upstream materials plays and downstream computing-infrastructure names that don’t make…

As the AI Buildout Slows Down, Here’s What to Do Next

Would-be data center builders face a growing list of obstacles and expenses: New projects will take longer, face continuous permitting roadblocks, and incur rising costs.…

Could an AI Bust Crash the Whole Market?

Wall Street punishes Meta… the question for the rest of your portfolio… three ways a boom ends… “three booms wearing the same trench coat”… the…

The New Space Race Is About Who Controls the Infrastructure

Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.

Hasbro Upgraded, General Motors Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…

Get In on Washington’s Winners – On Your Terms

Jonathan Rose’s ability to spot unusual trading activity—and turn it into a practical trading idea—is why I encourage you to follow his work. Today, he…

The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look

Back in August, my colleague Jonathan Rose warned about two AI favorites, CoreWeave and Oracle. Both stocks have since taken a beating. Jonathan spent years…

How to Build a Crisis-Proof, Inflation-Proof Portfolio

A step-by-step plan that will grow your wealth during good times… and protect it during bad times.

The Bond Market’s Warning – and Three Stocks Worth Watching

Three companies, one trading strategy, and a way to limit your risk before you buy.

How to Buy a Dollar’s Worth of Stocks for Less Than a Dollar

Most investors looking for a bargain wait for their favorite stocks to fall in order to buy the dip. Iapproach the problem a little differently.…

The “Most Important Week of the Year” is Here

Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1

The Line That Could Pop the AI Bubble

Small caps hit a wall… is Ray Dalio right about the AI bubble?… Luke Lango’s 6.5% stress test… why Louis Navellier sees a “stunning finish”…

The FDA Calendar Smart Money Never Ignores

Today, Jonathan Rose will explain what the PDUFA calendar is, the catalysts his system is flagging that could boost three biotech stocks higher, and the…

The “Calendar Trick” for Huge Biotech Gains – And 3 Stocks I’m Watching

Today, Jonathan will explain what the PDUFA calendar is, the catalysts my system is flagging that could boost three biotech stocks higher, and the popular…

The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look

In August, I flagged two AI market darlings: CoreWeave and Oracle. Since then, both stocks have taken a hit. Today, I want to show you…

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