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Two Lines on a Chart Beat Every Headline I’ve Read This Year
Objective data is the great equalizer. It shifts you out of prediction and into probability. And once you understand what the market expects — how…
Warsh Won’t Give Wall Street a Roadmap. Is a Rate Hike Coming Anyway?
Let’s look at what this week’s inflation report really told us, what Warsh just told Wall Street at Jackson Hole and what it could mean…
The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number
Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop…
Is This Market About to Roll Over?
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the…
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
Can Amazon.com, Inc.’s Cloud Cam Take Out Alphabet Inc’s Nest?
AMZN announced it is taking on Nest with a new indoor, streaming, Alexa-enabled security camera called the Amazon Cloud Cam.
Starbucks Upgraded, Ralph Lauren 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 Race Is Leaving the Planet
SpaceX plans to put Nvidia’s Vera Rubin platform in orbit in 2027, moving space data centers from theory toward deployment.
4 Space Catalysts — and Where Capital Flows Next
In today’s Friday Digest takeover, Luke revisits the space trade and highlights four developments that he believes have made the investment case significantly stronger: 1)…
The Robot IPO Everyone’s Talking About (and the Stocks Nobody Is)
In today’s Friday Digest takeaway, Eric Fry argues that the flood of money into humanoid robotics points to a bigger, more durable opportunity than any…
CAM Stock – Cameron International Gets Focused
By selling a division, Cameron International is becoming a pure deepwater player. Here’s why the sale is great news for investors.
Alphabet Inc’s (GOOGL) Nest Is Back With Super-Smart Cam IQ
Alphabet (GOOGL) finally has positive Nest news. The new Nest Cam IQ uses a 4K image sensor and Google’s machine learning to identify faces.
SLB Stock: CAM Deal Is a Long-Term Play Against Low Oil Prices
Don’t be fooled by the dip in SLB stock. The CAM buyout was necessary, as M&A in the sector will heat up sooner rather than…
The Unknown Companies Behind Elon’s Next Big Project
NASA didn’t turn to Playtex as a favor or a novelty. They did it because they had a specialized need that couldn’t be met in-house.…
4 AI Stocks We Think Can Survive the Shakeout
After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual…
Paltalk Stock Soars 25% on Visicom Asset Acquisition News
This morning, Paltalk announced acquiring live streaming software, ManyCam from Visicom Media. PALT stock is up 7% on the news.
Trade of the Day: Watch CAM Stock for a Buy Signal
Buy Cameron International Corporation on a break through the resistance line at $49.
What the AI Industry Could Learn from the Three Mile Island Meltdown
For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher…
AI Winners, Victims, and the One Stock to Sell Now
In this Sunday Digest takeover, Eric Fry compares Henry Ford’s revolutionary tractor to AI – and revisits the 1990s to show how the internet’s infrastructure…
Here’s What NVIDIA’s $500 Billion “Checkmate” Means for Investors
Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. And there’s plenty to learn from CEO Jensen Huang’s strategy,…
Thursday Apple Rumors: 2019 iPhone Lineup Will Sport Better Selfie Cams
Thursday’s Apple Rumors include the Apple Watch getting more authentication options with Macs, payments estimates to QCOM and more.
The Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds
Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning’s bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is…
Biggest Movers in Energy Stocks Now – CAM FTI NOV WFT
Energy stocks advanced 1.2% on Wall Street on Wednesday morning.
Biggest Movers in Energy Stocks Now – EQT OII CAM DO
Energy stocks rose 0.1% on Wall Street so far on Thursday. NYSE:EQT, NYSE:OII, NYSE:CAM, NYSE:DO, NYSE:COG, NYSE:CGG, NYSE:RRC, NYSE:ARP, NYSE:CWEI, NYSE:NSH, NYSE:CLB, NYSE:CRR, NASDAQ:PTEN, NYSE:BTU,…
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