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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…
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…
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.
The AI Trade Everyone Loves Is About to Get Dangerous
Today, Tom Yeung will consider the dangers of the latest AI mania – and the safer investing path to follow instead.
The “Powell Era” Ends with a Divided Fed
Powell’s final act… more of the “wait and see” approach… the Warsh Fed takes shape … why the balance sheet matters more than the interest…
The Biggest Myth In the Market Just Broke
The rally in AI stocks isn’t broadening — it’s concentrating. New data shows capital flowing into fewer winners across semiconductors and infrastructure.
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?
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.
Elon Musk’s Next Big Idea May Change Money Forever
Some investors position themselves ahead of major shifts before those shifts become obvious to everyone else. A fortune in the making may be happening again…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it…
AI Isn’t Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My…
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
The 27.1% Number That Just Killed the AI Bubble Debate
S&P 500 Q2 2026 earnings are growing 27.1%, or more than double estimates. Here’s why the AI boom just turned from story to fundamental.
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your…
What AI Sees in the Market That You Don’t
In my experience, the investors who do best are the ones who can cut through that noise and focus on the signals that tend to…
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.
700 Billion Reasons to Stay in AI This Summer
Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” … one stock from Louis Navellier for…
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
You Can Now See What Wall Street Can’t
In today’s issue, Keith Kaplan explains how his team is using AI to identify specific “signals” in the market — patterns that have historically led…
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…
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