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The Warning Signs in This Week’s AI Selloff
In today’s Digest takeover, Eric Fry explains why this week’s AI selloff may be just the start. Concerns around sky-high valuations, data-center financing, and profitability…
While Wall Street Panics About AI, Micron Just Brought Receipts
Micron’s Q1 earnings say, ‘what bubble?’ The memory giant’s record results reveal surging HBM demand and validate the AI infrastructure boom.
The Genesis Mission Has a 270-Day Timeline – And You’re Already Late
The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.
Why Yesterday’s Rate Cut Sets Up a Major Shift for 2026
In today’s Market 360, let’s walk through exactly what the Fed did – and why I believe it sets the stage for one of the…
As Big Tech Looks to the Stars, the Smart Money Looks Underground
To help set the stage, Eric put together a sharp, timely essay today. While the headlines are still obsessed with “AI in space,” he breaks…
Is Nvidia’s ‘Ferrari’ About to Get Overtaken by a Fleet of Toyotas?
An upheaval is underway in the tech world, one that could upend the hierarchy of the $1 trillion AI chip industry. And savvy investors stand…
AI’s Wildest Dreams Are in Space – but Its Richest Opportunities Aren’t
There’s no denying the excitement around AI – it’s even reaching beyond Earth, with talk of space-based data centers and orbital computing. But while Big…
AI’s Wildest Dreams Are in Space — but Its Richest Opportunities Aren’t
Google just announced plans for AI data centers in space. But while headlines like that grab attention, the real money isn’t floating in orbit –…
Forget Space-Age AI — The Real Fortune Is Being Dug Out of the Earth
While the data revolution will always have its dreamers, the owners of this transition — the ones supplying the must-have materials and infrastructure — are…
The Market Now Runs on Two Engines — and Only One Is Built to Last
In today’s Smart Money, let’s take a closer look at the U.S.’s economic split personality… and the new challenges and considerations it presents for investors.
Nvidia Delivered. Why Did the Market Panic Anyway?
The market has been increasingly wobbly this week as sentiment has started to question whether the AI trade is over-extended.
Your Weekend Shortcut: One Stock to Buy, One to Sell Immediately
In his presentation, Eric Fry makes recommendations on what areas are going to be great buys and what should be sold immediately. Today, I’d like to…
The Chip that Changed History and Your Portfolio
For investors, November 15 marks the quiet birth of something that reshaped the entire world and still powers your portfolio today. On that day in…
5 Health Care Provider Stocks to Sell Now
The overall ratings of five Health Care Provider stocks are down on Portfolio Grader this week. Each of these rates a “D” (“sell”) or “F”…
5 Health Care Provider Stocks to Sell Now
The ratings of five Health Care Provider stocks are down this week, according to the Portfolio Grader database. Each of these rates a “D” (“sell”)…
Party Like It’s 1999? Here’s What We Learned From Palantir’s Earnings
Palantir Technologies, Inc. (PLTR) reported incredible earnings this week, and in today’s Market 360, we’ll take a closer look at what they reveal about the…
3 Stocks to Buy for a Volatile End to 2025
Now, as we enter the start of a potential Santa Claus rally, I’d like to leave you with three stocks that should perform well heading…
7 Health Care Merger Plays
Here’s how to play the feverish pace of M&A in the hospital sector, as big health care providers compete to get much bigger.
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