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Why I’m Ditching AI Stocks for “AI Survivors”
In today’s Smart Money, I’ll explain why investors should start moving away from popular tech stocks and toward underrated non-tech stocks set to thrive as…
The Next AI Moonshot Is Already Here
In today’s Market 360, we’ll explore why tech leaders are suddenly aiming for space, why a potential SpaceX IPO could tempt investors and how to…
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…
How AI Could Lead to the “Death of the Spirit”
In the days ahead, we’ll revisit several Digests from 2025 (and one from last year) that helped frame important questions, spotlighted emerging risks and opportunities,…
The AI Investing Cheat Code Just Got Patched
The AI investing playbook is changing as hyperscalers build custom silicon. Here are 4 stocks positioned to win in 2026.
The AI Selloff Is Starting – Where to Move Your Money Now
Over the past several days, major AI stocks, like the Bob Dylan song of the same title, appear to be knockin’ on heaven’s door. While…
Welcome to the President’s Market
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
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.
AI Is Fueling a Mega Melt-Up – Here’s How to Stay Safe
Today, AI has taken center stage – and risk is being rationalized away in real time. The opportunity is real. So is the danger.
Why This Government-Backed Stock Could Be the Biggest Winner of 2026
Government-backed investments have triggered massive stock rallies in 2025. One nuclear energy company may be next as AI power demand surges.
The 2026 Bear Market Nobody Sees Coming (Except This Wall Street Veteran)
The same forces triggered the 1929 crash, dot-com bust, and today’s AI bubble. Here’s how to identify them and safeguard your portfolio now.
Is 2026 a “Tipping Point” for the AI Revolution?
Longtime readers know that I’m bullish about the AI Revolution. In fact, I expect 2026 to rival some of the best years of my career.…
The Inconvenient Truth About the AI Boom
A quarter-century after the dot-com bust, the market is again dangerously concentrated in a handful of AI stocks. TradeSmith CEO Keith Kaplan reveals a new…
AI’s Achilles’ Heel Just Became a $50 Billion Opportunity
AI data centers are driving a power crisis – and creating a $50-billion opportunity in energy storage, fuel cells, and batteries.
The Labor Market Is Not Ready for What AI Is About to Do
AI is replacing jobs, even in a strong economy. With the labor market entering a new era, learn how to protect yourself in the transition.
Inside the Fragile Foundation of the AI Market
TradeSmith CEO Keith Kaplan is joining us today to dig into the uncomfortable truth behind the AI surge – and what it means for investors…
3 Overlooked Sectors to Buy in 2026
Now, will the AI economy burst in 2026 as the dot-com bubble did in 2000? Well, no one knows that for sure. But what we…
The Harsh Reality Behind the AI Boom… And How to Prepare
In today’s Digest takeover, Keith Kaplan draws a powerful parallel between the dot-com era and today’s AI-driven market.
The Case for Panicking Early: Lessons from the Internet Bust
Today’s AI boom is checking nearly every one of the boxes that indicated a bubble back in 1999. So, I’ll detail the five warning signs that…
The Pentagon Makes Another Move in the Market – Are You Paying Attention Yet?
In 1948, the two-month-old nation of South Korea was facing a serious threat, not only from North Korea but also from Russia and China. Instead,…
Fed Update Clears the Runway for a Year-End Rally
The Fed update just set the stage for a Santa Rally: how interest rates, dot-plot signals, and AI growth are aligning for year-end gains.
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…
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…
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