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Micron’s 16 Contracts Reveal the Next AI Bottleneck
Customers are reserving AI memory years in advance. Micron’s contracts may change how investors value memory stocks.
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
As America Turns 250, Here’s Why I’m More Bullish Than Ever
America 250 is a reminder of U.S. economic strength — and why AI infrastructure stocks may lead the next growth wave.
The Wrong Way to Predict the Next Big Stock Move
Let’s talk about how Recency Bias can blind investors to the next big market move…
One of the Best-Performing S&P Sectors Has an AI Story Nobody Is Telling
Fewer rigs, more oil: AI is driving that in the Permian. Oilfield services stocks are flashing bullish, and most investors aren’t watching.
The AI Trade Has Three New Problems
SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI…
The Space Stocks That Got Cheaper for No Good Reason
SpaceX stock fell back to $150 after its IPO surge. The proxy selloff created a dislocation – and one ‘A’-rated space stock just got cheaper.
How to Buy This AI Selloff Without Catching a Falling Knife
From optical components to nuclear power to space solar, Luke Lango applies the jade trader’s test-hole method to five reader-requested AI stocks.
The $25,000 Mistake AI Just Made Obsolete
While Wall Street watches chips and cloud, AI is quietly solving unsolvable problems on the factory floor — and the fundamentals show it.
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?
One Space Stock to Buy Today
Rocket Lab makes its biggest move… Louis’ top space stock right now… why the OpenAI delay is actually bullish for AI investors
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 AI Becoming “Good Enough” Changes Everything for Investors
The biggest winners of AI’s next phase may not be the companies building the fastest chips or the largest AI models. Instead, they may be…
The Fourth of July Investing Lesson Most People Miss
Today, millions of people now rely on the same Wall Street research… the same financial headlines… and increasingly, the same AI tools to tell them…
The Average SpaceX Investor Is Now Losing – These Investors Aren’t
The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is…
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.
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.
Apple Inc.’s (AAPL) Siri Speaker Will Try to Topple the Market
You may not be able to buy a Siri speaker until fall, but Apple’s answer to the Amazon Echo reportedly focuses on sound quality.
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against…
How to Spot Small-Cap Winners Before the Crowd
In today’s Market 360, I’ll explain how the Russell Reconstitution works, why you should pay attention to it now and how I look for the…
Apple Inc. Is Giving Siri a Helping Hand (AAPL)
Apple (AAPL) will try to keep Siri ahead of its competitors like Cortana and Alexa by hiring a new director of AI research.
2 More Stocks to Buy for the AI Convergence
Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools. And it’s creating a new kind of “trading convergence” that…
Sirius XM – Investors Should Start to Tune Into SIRI Stock
Trading vehicle or not, recent Sirius XM earnings tell a story of a legit company with future upside. Don’t shy away from SIRI stock.
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