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240 results for MHP

PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus

PHP2Shell highlights how AI is reshaping cybersecurity and creating new demand for companies that protect digital and physical systems.

The Volunteer Who Saved the Internet

In this Friday Digest, Luke Lango explains why increasingly sophisticated AI could force businesses and governments to spend far more protecting their digital infrastructure. He…

The Man Who Saved the Internet – And What Investors Can Learn

As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango,…

The New Space Race Is About Who Controls the Infrastructure

Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.

What to Buy When AI Computing Gets Cheaper

Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…

Why AI Stocks Are Falling (And What to Buy Now)

Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications…

Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms

While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…

Beyond Tesla: 4 Stocks I’m Watching for the Next AI Trade

I’m working backward from Tesla’s Cybercab to find the businesses most investors overlook — the upstream materials plays and downstream computing-infrastructure names that don’t make…

Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem

Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.

Get In on Washington’s Winners – On Your Terms

Jonathan Rose’s ability to spot unusual trading activity—and turn it into a practical trading idea—is why I encourage you to follow his work. Today, he…

Do This Before You Buy Another “Trump Stock”…

Washington has become a powerful force in the markets. I’ve written extensively about the “government put” and the companies positioned to benefit from President Trump’s…

The Weakness Behind Wall Street’s Biggest Secret

While other investors try to predict what the market will do next, Jonathan Rose focuses on what the big money is already doing.

The Copper Treasure Hunt: 3 Ways to Look for a Payoff

Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…

The AI Boom Has a Copper Problem, and Here’s One Stock the Smart Money Is Betting On

Over the past several months, we’ve seen overwhelming buying activity by professional traders – some of the most knowledgeable minds on Wall Street. These people…

2 Cyber Stocks to Buy as AI Risks Rise

My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…

The Line That Could Pop the AI Bubble

Small caps hit a wall… is Ray Dalio right about the AI bubble?… Luke Lango’s 6.5% stress test… why Louis Navellier sees a “stunning finish”…

Google Just Put AI Chips in Orbit. These 5 Stocks Could Build What Comes Next.

Google’s Project Suncatcher advances the case for space data centers. Explore the technology, economic hurdles and stocks positioned to benefit.

The Copper Treasure Hunt: 3 Ways to Look for a Payoff

Pretty regularly here, I go over why I believe Freeport-McMoRan could benefit from the AI buildout, and why its efforts to produce more copper make…

OpenAI’s Security Scare Points to 2 Cyber Stocks Worth Buying

Cybersecurity is rapidly becoming one of the most essential areas of investment in AI. In today’s essay, I want to show you where the winners…

2 Cybersecurity Stocks Positioned for the AI Agent Boom

AI agents create new security risks, putting Palo Alto Networks and CrowdStrike at the center of identity and runtime protection.

3 Stocks to Buy Before the AI Boom Fumbles

Those buying only high-growth, leveraged AI stocks might do well in the short term. But they can still lose if their defense isn’t solid enough…

The Best Data Center REITs to Buy for the AI Infrastructure Boom

Record Highs – With Half the Market Left Behind

A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…

Copper’s AI Boom – Three Ways to Play It

Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…

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