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NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of…
New Verizon CEO: 8 Things to Know About Hans Vestberg
There’s a new Verizon CEO that will be taking over the company later this year when current CEO Lowell McAdam steps down.
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.
Stock Market Outlook: Why This Pullback May Already Be Over
A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
The Next Big Trade Isn’t AI… It’s Prediction Markets
Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase…
The AI Boom’s Dirty Secret
Before anyone had heard of ChatGPT or the AI revolution that has come to dominate the market, Nvidia (NVDA) was already a successful company best…
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.
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the…
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…
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.
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
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.
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
5 Beverage Stocks to Refresh Your Portfolio This Summer
Coke and Pepsi are solid buys, but three smaller companies should be the real movers.
AI’s Next Bottleneck Is Driving These Stocks Higher
The S&P is stuck in neutral… one corner of the market that’s soaring… the other lucrative bottlenecks… financials are warning us… when is Bitcoin a…
70% of Trades Are Now Machines. Here’s How to Beat Them.
If the market feels harder to read lately… you’re not imagining it. Its character has changed. My colleague Luke Lango explains why today’s volatility is…
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
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