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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…
Analysts Unhappy with Joy Global (JOYG) Earnings Estimates
That’s the only word I can use to describe the market. Disappoint it, and you will pay the price. Case-in-point: Mining equipment maker Joy Global…
Marriott Upgraded, Palantir 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…
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…
Market Analysis – Buy Now to Avoid the New Year Rush
The Nasdaq gave a long-awaited buy signal, and it’s likely the Dow and S&P 500 will also punch through their overhead resistance and confirm that…
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
Cliffs Natural Resources: Beaten Down But Not Defeated
There are a number of stocks that are in the running to be the poster-child for the recent brutal sell-off in the stock market. In…
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.
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…
Today’s AI Giants Could Be Tomorrow’s Disappointments
Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?
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…
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech’s next winners.
Don’t Buy the Railroads. Buy the Campbell’s.
In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI “applier” we’re giving…
Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
Quant Ratings Updated on 120 Stocks
In today’s Market 360, I’ll walk you through what’s driving this earnings momentum and what the latest data tells us about where the market could…
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.
Market’s Mixed Messages Toy With Investors
The market is seesawing between support and resistance, and traders should pay very close attention to these levels.
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat…
The AI Story Is Changing – And So Will the Market Leaders
In today’s Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
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…
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