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Forget Silicon Valley — the Next Tech Fortunes Start in D.C.
In today’s issue, my colleague Luke Lango is taking you inside one of the most important — and least understood — shifts happening in the…
The White House Is Quietly Picking AI’s Biggest Winners
Washington’s new AI strategy is reshaping the market, driving massive moves in government-backed companies. Spot the next surge early.
The Next Great AI Trade Hiding in Plain Sight
Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive…
The Fed Can’t Fix U.S. Housing – Here’s How The White House Might
My InvestorPlace colleague Luke Lango is joining us today to break down why the system is so broken, what levers the White House could pull,…
The Real AI Boom Isn’t Coming Out of Silicon Valley
Silicon Valley may have sparked the AI boom – but now it’s Washington, D.C. that’s helping decide who wins it.
Quantum’s Tipping Point: Inside the Commercial Era of Computing
Quantum computing has finally gone mainstream. Discover how trillion-dollar use cases and real-world breakthroughs are redefining technology.
A Black Friday Bargain Hiding in Plain Sight
In the spirit of Black Friday coming up, I’d like to share a relatively cheap and underappreciated AI play that I’ve been watching throughout 2025.
Netflix Shouldn’t Fear a Google or Microsoft Buyout of Hulu
Hulu IPO talk and buyout rumors abound, but even if Microsoft NASDAQ:MSFT or Google NASDAQ:GOOG buyout Hulu, Netflix NASDAQ:NFLX has nothing to fear just yet.
Gold’s New Era — Here’s How You Can Time It Right
Thanks to his experience, Jonathan Rose has become an expert at spotting when institutional money is starting to pour into a trade – and teaching…
NVIDIA’s Earnings Confirm It: “In Jensen We Trust”
This is Jensen’s moment – and in Jensen we trust.
The Chip that Changed History and Your Portfolio
For investors, November 15 marks the quiet birth of something that reshaped the entire world and still powers your portfolio today. On that day in…
3 Stocks to Watch on Tuesday: Alexandria Real Estate Equities Inc (ARE), Principal Financial Group Inc (PFG) and Werner Enterprises, Inc. (WERN)
Alexandria Real Estate Equities (ARE), Principal Financial Group (PFG) and Werner Enterprises (WERN) reported on their latest quarters after hours.
Nvidia Earnings Smash Records, but Wall Street Panics Anyway
Nvidia just posted record AI revenue – but traders still hit ‘sell.’ The market may be missing the bigger story.
The AI Boom Runs on Magnets — Here’s How to Profit
In today’s Digest takeover, technology expert Luke Lango of Innovation Investor breaks down rare earths – the overlooked engine of the entire AI revolution.
The Moment the Government Became America’s Top Tech Investor
Every so often, there’s a shift in the markets that happens quietly – and only becomes obvious in hindsight. By then, most investors have missed…
The Market’s Biggest Headwind Is About to Disappear
The Federal Reserve is ending quantitative tightening, unleashing a major liquidity shift. Here’s what the pivot means for stocks.
Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong
Nvidia earnings crushed expectations with 62% growth and 65% guidance, reigniting the AI rally and debunking fears of an AI bubble.
Nvidia Crushes Earnings as AI Demand Stays Red-Hot
In today’s Digest takeover, Luke Lango walks us through why Nvidia’s results were a direct rebuttal to the “AI bubble” narrative… how hyperscalers are still…
Walmart vs. Target: Only One Is Built For This Economy
If you’re looking for signs of what’s next for the economy, look no further than the checkout aisle.
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