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Is This Record-High Market Overbought? (Plus: 2 Top Stocks to Buy Now)
The S&P 500 surged above 7,800 for the first time ever last Thursday. That would normally be enough to make investors nervous. And there are…
1 Stock to Buy for the AI Revolution
The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these…
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…
This One Company’s Trash Is an Investor’s Treasure
Artificial intelligence is finally giving circular-economy companies the missing ingredient: a way to organize chaos at scale.
The $3 Trillion AI Stock I’d Dump Right Now – and What to Buy Instead
In today’s Smart Money, I’d like to explain why, despite Amazon’s earnings beat, I’m not changing my “Sell” rating on the company – and why…
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here’s why this week’s AI selloff…
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…
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays out…
Scarcity Is the New AI Trade
Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies…
These Shortages Could Fuel AI’s Next Winners
Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…
AI Has More Winners Than Ever – Here’s the Catch
There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more…
2 Stocks to Buy for the AI Revolution
To give a sense of the opportunity the AI Revolution in offering, I’d like to highlight several picks that are still being overlooked by Wall Street.
AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors…
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…
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners
In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
AI Is Creating More Winners Than Investors Can Track
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
How to Build an AI Portfolio That Actually Holds Up
Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud…
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
Big Tech’s Tab Is Running Up – But Who Is Profiting?
In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which…
Four Actionable Stock Ideas From a Legendary Investor
In today’s Digest, Brian Hunt highlights several themes he’s watching closely, shares a handful of stocks that have caught his attention, and explains what recent…
Space Stocks Crashed in July. Their Businesses Didn’t.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
The Mag 7’s $10 Trillion Blind Spot… and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that I’m going to discuss is everywhere in our modern lives. But you can’t touch or…
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