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240 results for NDN
We’re Not Done With AI – We’re Playing It Differently
The shift away from tech at the height of its dominance is a profitable one that we’ve seen play out before. In today’s Smart Money,…
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
Trillion-Dollar IPOs Are Coming – But the Rules Just Changed
Nasdaq’s fast entry rule could trigger billions in forced buying after IPOs, reshaping how AI stocks surge post-listing.
What the PCE Is Really Telling Investors Today
The ceasefire is fragile – but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
Middle East Talks Break Down – What Happens Now
Diplomatic efforts fail in the Middle East… rate cuts aren’t coming any time soon… the Fed’s hands are tied… copper’s case gets stronger
What Anthropic’s Latest Model Signals for Investors
In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
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
AI Layoffs Are Spreading Faster Than Expected
AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift – not a temporary trend.
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…
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…
This 1990s Supply Shortage Created 800% Gains – It’s Happening Again
In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result…
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from…
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race.
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
5 Discount Retail Stocks to Buy – OSTK, FDO, COST, PCLN, NDN
Retail is heating up. A look at 11 hot retail ETFs to buy now shows that the sector is dramatically outperforming the market – up…
6 Retailers on the Ups
Picking retail stocks during a recession is a difficult prospect. Here’s six retailers from all walks of business that have performed well and could go…
Dollar General Earnings Show Discount Sales Soaring (DG, DLTR, FDO, NDN, BIG, WMT, COST, TGT)
Discount retailer Dollar General Corp. (DG) reported strong first-quarter earnings results today that included a 64% jump in profit. Dollar General earnings data also showed…
FDO, DLTR, NDN Beat Walmart at Its Own Game
In an economy in which everyone seems to be downsizing, it appears that Wal-Mart Stores (NYSE: WMT) shoppers are shifting gears, too — and so-called…
Alcoa Flops to Kick Off Earnings Season — Tuesday’s IP Market Recap
Alcoa’s reported earnings per share of 15 cents fall way short of analysts’ expectations — a grim start to the third-quarter earnings season.
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