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Is an “Agentic AI Bank Run” Coming?
Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies
Google’s AI Chips Blast Off Today
Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing
Before Elon Musk Takes Neuralink Public, Here’s Where to Look for Profits
Jonathan Rose looks beyond Neuralink at two public companies on his watchlist, explaining what interests him and how their connections and risks differ.
Copper’s AI Boom – Three Ways to Play It
Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…
Google Just Sent AI to Space – Here’s What That Means for Investors
Let’s look at what Google’s Suncatcher project reveals about the AI boom’s growing constraints. Then, I’ll show you where the next AI opportunity is ready…
The Weakness Behind Wall Street’s Biggest Secret
While other investors try to predict what the market will do next, Jonathan Rose focuses on what the big money is already doing.
The Robot Boom’s Next Milestone Is Surprisingly Boring
Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute
Anthropic is adding AI safeguards while committing hundreds of billions to compute, showing why slower releases may not stop demand.
Is It Time to Buy These 2 Data Center REITs?
Brad explains how he’s approaching the opportunity with data center REITs, what investors need to know – and he even identifies two favorite data-center REITs…
The AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)
Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
2 Cyber Stocks to Buy as AI Risks Rise
My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…
One Hike Down. How Many to Go?
The Fed fires the starting gun… one move or the first of many?… why this cycle isn’t 2004… how to position your portfolio regardless of…
The 2 Hottest Places to Hunt for A-Rated Stocks
In today’s Market 360, I want to show you two areas where Wall Street is expecting some truly stunning earnings growth…
As AI Agents Spread, These 2 Cyber Stocks Move to the Front Line
Jonathan Rose believes two leading cybersecurity companies are particularly well-positioned to provide those guardrails. He walks through the investment case for both today – including…
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout
AI stocks face pressure from oil and interest rates, but strong chip sales and data-center growth suggest October’s dip could offer a buying opportunity.
The Big Short Just Shorted a Grade-“A” Stock
This week, Michael Burry said he added to his Micron short “in some size.” But is there a better way to decide what to do…
How to Keep Overconfidence From Getting in the Way of Profits
If we don’t rein it in, our own psychology can be responsible for many of our worst investing blunders…
The Real Moon Trade Isn’t Who Gets There First — It’s Who Keeps the Base Running
Jonathan Rose looks beyond the headline-grabbing rockets to three publicly traded companies already competing for pieces of this emerging lunar supply chain.
2 Cybersecurity Stocks Positioned for the AI Agent Boom
AI agents create new security risks, putting Palo Alto Networks and CrowdStrike at the center of identity and runtime protection.
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
Three publicly traded companies are competing to build the first base on the moon. I’ll show you why these names matter more than SpaceX and…
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