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240 results for ESD
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…
The Biggest Myth In the Market Just Broke
The rally in AI stocks isn’t broadening — it’s concentrating. New data shows capital flowing into fewer winners across semiconductors and infrastructure.
Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And that’s just this year. That’s why all eyes have been glued to the…
Don’t Let the Late Market Rally Fool You
Don’t be fooled by yesterday’s late rally. Hold off on buying stocks or equity mutual funds in favor of inverse ETFs and bonds.
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 Investments to Prepare for the Next Bear Market
It’s not too early to begin transitioning your portfolio toward a more conservative posture with these top dividend stocks.
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…
7 Cash Cows for an Unsafe Market
Here are four favorite funds and three stock recommendations for investors looking for steady streams of solid income during these stormy times.
700 Billion Reasons to Stay in AI This Summer
Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” … one stock from Louis Navellier for…
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your…
What Falling Dollar?
A lot of analysts are proclaiming the demise of the dollar. But is the dollar really falling? If so, why aren’t we seeing evidence of…
Why the Biggest AI Winners May Not Be AI Companies
Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…
The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where he’s looking now… the electricity grid that can’t keep up… how Brian Hunt is investing… Nvidia’s quantum…
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting — and which companies benefit most.
3 Stocks to Buy Immediately, According to AI
Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Street’s smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
Three AI Stocks Surging As the Market Meanders
The media likes to trade on bear market fears. But bear talk this year has probably scared a lot of investors into missing the bull…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
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…
AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors can’t ignore.
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