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Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline — June 30 — could force long-hidden problems into the open. That’s when certain…
The Question Every Investor Gets Wrong
Keith is joining us today to explain how his team is using AI to uncover these kinds of “signals” across thousands of stocks. It’s the…
The Quantum Computing Paradox: Brilliant Future, Complicated Present
Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.
Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
Anthropic’s revenue just exploded from $1 billion to $30 billion in 15 months. Here’s what it means for AI investors and why the Anthropic IPO…
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.
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…
Why the Energy Bull Case Is Still Intact
The prognosis for global oil and gas markets remains deeply unsettled, and investors who panic out of their energy positions may find themselves on the…
The Market Has Already Changed … but Most Investors Haven’t
When Amazon went public, those who understood what was coming and moved early built a fortune. Everyone who waited for confirmation might still have made…
I Sold Nvidia. Louis Navellier Didn’t. Who Was Right?
Louis and I don’t always see eye to eye, especially when it comes to a stock like Nvidia. But that’s what makes our conversation so…
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
Markets Are Rallying – Are They Ignoring a Major Risk?
Are markets misreading the Iran news?… the households that can’t absorb $100 oil… private credit stress spreads beyond software… and what to do now
Two Stocks Our Experts Are Buying Now
In the real world, investing isn’t done with clean spreadsheets and perfectly labeled data. That’s where human analysts still have the advantage.
Why Sirius XM Holdings Inc. Stock Is not Getting Too Rich
Can high-flying Sirius XM stock maintain its momentum or is SIRI’s turnaround story closing in on the final chapter?
Is the Next AI Gold Rush Happening Beneath the Ocean?
A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.
Newmont (NEM) Tries to Become a Dividend Story
Gold prices have had a good year, rising some +25%. In the last month though, gold has dropped about -8% from its peak and could…
Why the Fed Isn’t Cutting Rates – And What’s Changed
In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
Trump’s Iran Update Spikes Volatility. Now What?
Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobs… how to invest ahead of…
Is Sirius XM Stock a Buy? Only If You Like Watching Paint Dry
With strong earnings, an increase in subscribers and a great audience demographic, SIRI may seem like a buy — but that’s not the whole story.
A $10 Trillion Shift Most Investors Will Miss
Beneath the surface of the AI boom, a series of hidden supply bottlenecks is beginning to tighten. And unlike interest rates or inflation data, which…
Recent Apple Patents Point the Way to the Future
“Recent Apple Patents Point the Way to the Future,” the last in a series of three stories highlighting Apple’s approach to intellectual property.
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