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Will Higher Bond Yields Break the AI Bull Market?
Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…
The Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds
Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning’s bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is…
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
Why Giving Your Best Stock Too Much “Playing Time” Can Cost You
I want to discuss one of the most overlooked decisions in investing: position sizing and allocation. And I’ll show you how Luke Lango, Eric Fry…
Gold at $75,000? Do the Math
The AI backlash goes mainstream… why Louis Navellier says don’t worry, invest… where to put your AI dollars today… the chart pointing to $75,000 gold
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure…
Why Data Center Moratoriums Won’t Derail the $7 Trillion AI Boom
Let’s take a closer look at the growing pushback against data centers…
PCE Runs Hotter-Than-Expected – Time for a Hike?
The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings?
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.
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.
Here’s What NVIDIA’s $500 Billion “Checkmate” Means for Investors
Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. And there’s plenty to learn from CEO Jensen Huang’s strategy,…
One Stock to Dump Before AI Buries It
In today’s Smart Money, I want to discuss the last time a brand-new technology rewrote the rules of commerce. Afterward, I’ll highlight a stock that…
AI Winners, Victims, and the One Stock to Sell Now
In this Sunday Digest takeover, Eric Fry compares Henry Ford’s revolutionary tractor to AI – and revisits the 1990s to show how the internet’s infrastructure…
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
The Bond Vigilantes Are Back. Here’s What It Means for AI Stocks
Today we’ll look at why the bond vigilantes have returned. I’ll explain why it matters for stocks and how it may also be pointing toward…
The Reason China Targeted MP Materials Might Shock You
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
Target Just Named Its First AI Chief — Here’s Where the Money Goes
In today’s Smart Money, I’ll explore what Target plans to do with its CAIO role, what this decision signifies for the company, and how it…
Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative
Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending.
The AI Trade Is Back On – Here’s Where to Look Next
NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout…
What NVIDIA’s $500 Billion “Checkmate” Means for Investors
In today’s Market 360, let’s look at how Huang’s Queen’s Gambit has worked so far… the two new moves that could tighten NVIDIA’s grip on…
The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’
Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock…
The Robot IPO Everyone’s Talking About (and the Stocks Nobody Is)
In today’s Friday Digest takeaway, Eric Fry argues that the flood of money into humanoid robotics points to a bigger, more durable opportunity than any…
Nvidia Sold the Market a New Story, and It Bought It. Here’s Why.
Nvidia’s earnings reset the market’s AI narrative. Here’s the guidance behind the move and where the supply chain money flows next.
The Best Time to Buy AI? When Everyone’s Afraid of It
We find ourselves in an AI paradox: Backlash towards AI is growing even as its usefulness increases. And that puts us investors in a unique…
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