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Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
Big Tech’s Earnings Are Exposing the True Cost of AI
In today’s Market 360, I’ll review four of the seven Magnificent Seven earnings that reported: Microsoft, Meta Platforms, Inc. (META), Tesla, Inc. (TSLA) and Apple…
What a ‘Winning’ Strategy Without Risk Management Looks Like
Today’s essay comes from Wall Street veteran Marc Chaikin, whose five decades in the markets have taught him one central truth: Success isn’t just about…
Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is…
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
The AI Industry Has Split Into Supergroups. Investors Need to Adapt.
AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.
Stop Looking for Peak AI
By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we…
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
2 Stocks to Buy for AI’s Next Stage
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…
The U.S. Is Mobilizing for AI Dominance
I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
Job Losses Without Layoffs – Prepare Your Portfolio Now
AI’s earliest impact on the job market isn’t who gets fired. It’s on who never gets hired. If, as I expect, job growth turns negative…
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
The Dangerous Side of Being Right
In this piece, Marc revisits one of the most spectacular hedge-fund blowups in modern market history. The lesson is that intelligence alone doesn’t protect you…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
$1 Trillion Just Vanished, and This Is Where That Money Is Going Next
Today, I’m handing the Digest over to legendary quant investor Louis Navellier, where he’ll break down why recent weakness in well-known tech names may actually…
The Market Is Getting More Selective – 202 Stocks Just Changed Grades
If you watched the Super Bowl on Sunday, you already know it ended with the Seattle Seahawks taking home the Lombardi trophy. And while there…
The AI Stocks to Sell Immediately… and the Ones to Buy Instead
In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
The Danger in California’s Billionaire Tax
The tax that starts with billionaires… the pattern from 1969 and 1913… why your portfolio faces risk either way… Luke’s government-backed opportunity launching tomorrow
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