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The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’

Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock…

Diamonds in the Options’ Rough

Options on Freeport-McMoRan (NYSE:FCX), and Ford (NYSE: F) show relative strength for the next few days.

Coachella 2017 Lineup: Here’s This Year’s Festival Headliners

The Coachella 2017 lineup has been announced and it includes plenty of great performers, including Kendrick Lamar, Hans Zimmer and Beyonce.

Usain Bolt Just Got an AI Rival – Meet the Stocks Behind It

In today’s Smart Money, I’ll show how as AI moves into the physical world, a whole new wave of investment opportunities could follow.

6 Beverage Stocks to Quench Your Thirst

Demand for both alcoholic and non-alcoholic thirst-quenchers is arguably as great as our need for oil. Here are old-timers and newcomers that do it right.

AI Spending Just Revealed a $7,000 Gap Between Winners and Losers

Top agentic AI adopters now spend $7,400 per employee monthly, versus just $12 for the average firm. Here’s why that gap points to an AI…

4 Catalysts That Could Put Space Stocks Back in Orbit in 2026

Space stocks have four new catalysts in 2026 – policy execution, SpaceX validation, orbital compute, and a collapsing launch cost curve.

SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX

SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.

The Stocks Hiding in AI’s “Magical Spaces”

Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary industrial processes, commercial innovations, and scientific discoveries.…

5 Refreshing Consumer Stocks to Buy

Consumers are very reluctant to cut out the simple pleasures they know and love. Five beverage stocks in particular are quenching investors’ thirst.

6 Beverage Stocks to Drink Up

Be it a frosty brew from (NYSE:BUD) or (NYSE:KO), the Atlanta-based staple of American globalism, in tough economic times, investors keep their pallets wet.

Which AI Stocks Actually Belong in Your Portfolio?

The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher…

FFIE Stock Alert: Faraday Future Plunges on 1-for-80 Reverse Split

Faraday Future Intelligent Electric is declining on reverse stock split news, despite its recent gains. Here’s why FFIE stock is falling.

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…

5 Beverage Stocks to Refresh Your Portfolio This Summer

Coke and Pepsi are solid buys, but three smaller companies should be the real movers.

Will Higher Bond Yields Break the AI Bull Market?

Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…

The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing

Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that’s preceded major cycle lows before. Here’s the evidence,…

Target Just Named Its First AI Chief — Here’s Where the Money Goes

In today’s Smart Money, I’ll explore what Target plans to do with its CAIO role, what this decision signifies for the company, and how it…

Natural Gas Stocks Southern Union and Niska Flaring Up

Stock market news is causing a number of stocks to hit 52-week lows, including Niska Gas Storage NYSE:NKA, Startek NYSE:SRT, and Str Holdings NYSE:STRI.

How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO

Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure…

Wall Street’s 3 Most Valuable CEOs

No leadership vacuum here. These CEOs have presided over tremendous growth and led their companies to extraordinary success. See who makes the short list.

Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now

In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…

What Is Going on With Faraday Future (FFIE) Stock Today?

Faraday Future (FFIE) stock is in the news Thursday as investors react to news of more trouble at the electric vehicle (EV) company.

BYD Company: 10 Things to Know About the Chinese EV Stock

Shares of BYDDF stock are up on Wednesday after BYD Company reported robust October delivery numbers for its new energy vehicles.

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