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When “AI” Became the New “Dot Com”
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrow’s AI Signals Trading…
Software Stocks Are Cracking. Is Your Portfolio Exposed?
Software used to be the market’s golden child. At one point, those companies looked untouchable. Then the world changed.
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
We’re starting off the week with a breakdown of the biggest pre-market stock movers worth keeping an eye on Monday morning!
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
Will Geithner’s Guidance Move the Market?
All eyes will be on Treasury Secretary Geithner today, as the major indices appear to be waiting for the catalyst.
TSP Stock Blasts Off After TuSimple Sends Self-Driving Truck Across the U.S.
If you’re looking to get on the ground-floor of “self-driving,” consider ditching self-driving cars in favor of self-driving trucks.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
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…
Why This Gold Pullback Is a Buying Opportunity
Let’s take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
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,…
The Biggest AI Story You Missed
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…
Two Stocks Our Experts Are Buying Now
In the real world, investing isn’t done with clean spreadsheets and perfectly labeled data. That’s where human analysts still have the advantage.
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
2 Stocks to Buy and 2 to Sell, According to Insiders
Today, I’d like to offer you several buy and sell recommendations from my own favored signal: those from insider transactions.
Hottest Services Stocks Now – SBGI TRI TRS TEO
Services stocks finished down 1.5% on Wall Street on Tuesday.
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