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The AI Rotation Is Happening – Here’s How to Stay Caught Up
Software stocks didn’t feel much love approaching Valentine’s Day – and no amount of flowers and chocolate today can change that. That’s why it’s important…
CES 2026 Just Proved Why You Shouldn’t Buy AI Hype Stocks
Today, I’ll explain why investors shouldn’t be distracted by Big Tech’s bright lights… and show you where to find the actually valuable stocks that are…
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
Hershey Upgraded, Robinhood 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 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.
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…
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
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…
The Devon-Coterra Merger: 7 Key Questions Answered
Devon Energy’s merger with Coterra creates a $58 billion energy giant with a 31% dividend increase. Learn what the all-stock deal means for DVN investors,…
America’s New Industrial Push Has a Timeline — and It’s Short
In this issue, my colleague Luke Lango will explain why 2026 may not be “business as usual” like we’re used to… and more about a…
10 Stocks to Sell Before the New Year
In today’s Market 360, I want to share 10 stocks you should consider selling before we open the books on 2026.
How to Avoid Making This Common Investing Mistake
You want to pivot away from companies like Nvidia, where margins are regressing, the costs of maintaining leadership are skyrocketing, and where the returns on…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
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 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…
Why This Government-Backed Stock Could Be the Biggest Winner of 2026
Government-backed investments have triggered massive stock rallies in 2025. One nuclear energy company may be next as AI power demand surges.
Washington Brings Its Silicon Valley-Building Playbook to Robotics
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.
The Fed Is Finished
The Fed’s “invisible hand” is dead. Washington’s “iron fist” now controls markets with government capital. Learn where to invest now.
FedEx Upgraded, Costco 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…
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…
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