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What $6 Diesel and This Week’s Inflation Reports Mean for the Fed
In today’s Market 360, I’ll break down what they revealed about inflation and explain why the pressure is building on the Federal Reserve.
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
600 Radio Firms Died, 18 Survived – and AI Is About to Repeat History
Let’s look beyond the companies building the AI machine – and toward the companies learning how to make money with it.
PCE Runs Hotter-Than-Expected – Time for a Hike?
The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings?
AI Has More Winners Than Ever – Here’s the Catch
There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more…
Missed Out on the AI Revolution? Here’s 1 More Stock to Buy
No conglomerate builds data, compute, connectivity, and robot businesses by itself. Not even Elon Musk’s empire.
Tesla Just Put Physical AI In the Driver’s Seat
Tesla Grok can now control vehicle functions, marking a shift from chatbot AI toward Physical AI embedded in cars, robots, and machines.
The Unknown Companies Behind Elon’s Next Big Project
NASA didn’t turn to Playtex as a favor or a novelty. They did it because they had a specialized need that couldn’t be met in-house.…
Eli Lilly Upgraded, Intel 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…
Inside Elon Musk’s Multibillion-Dollar Shopping List
Luke Lango explains what Nvidia’s results reveal about the changing AI supply chain and why he’s applying the same thinking to Elon Musk’s sprawling empire.…
The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
This $50 Trillion Robot Boom Starts on the Factory Floor
Today, Luke Lango explains why humanoids finally appear to be moving beyond impressive demonstrations toward something far more consequential: becoming useful workers. If that transition…
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
The Fed’s No-Win Decision Next Week
There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…
eBay Upgraded, Airbnb 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…
The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing…
Why Elon Musk Does NOT Want You to Know About These AI Bottlenecks
Bottlenecks have an interesting economic consequence. When everybody desperately needs the same scarce thing, the people who control it gain enormous leverage.
Use This 2-Question Test to Find AI’s Next Winners
If the answer to either question is “Yes,” congratulations – you’ve probably got a creative winner on your hands. If the answer to both questions is “Yes,”…
AI’s Phase 1 Filled Warehouses With Chips, and Here Comes Phase 2
The oil giants made fortunes pushing into a new frontier, but so did the suppliers that provided the oil companies with the specialized equipment and…
Elon Musk Says AI Will Overtake Rockets at SpaceX… This Month
Musk says SpaceX’s AI segment could become its biggest business this month after revenue surged 247% and major compute deals piled up.
Elon’s New AI Master Plan Needs These Companies
Today, I want to show you what Musk is trying to build, why a recent announcement makes me take it much more seriously, and where…
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