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$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And that’s just this year. That’s why all eyes have been glued to the…
Why the Smartest AI Investors Are Ignoring the Model Race
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
When “AI” Became the New “Dot Com”
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrow’s AI Signals Trading…
3 Stocks to Sell Before May 19
If history is any guide, the market’s first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
The AI Boom’s Best-Kept Secret
Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next…
Bespoke Co-Founder Reveals His “Triple Play” Stocks
My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure I’m not dreaming. To explain…
Everyone Is Chasing the Puck. Here’s Where It’s Headed Next…
The big question is… what should we do in this environment? And that’s what I want to talk about in today’s Market 360.
The AI Trade Everyone Loves Is About to Get Dangerous
Today, Tom Yeung will consider the dangers of the latest AI mania – and the safer investing path to follow instead.
This Is How the AI Boom Ends
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
5 Dips to Buy as the Market Hits Record Highs
Last week, the S&P 500 hit its 15th straight record high this year. And when things get this good, you can’t help but wonder if…
AI Isn’t Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My…
The Market Now Expects a Rate Hike. Louis Disagrees
From two cuts to a hike in five months… why Louis says the market is misreading this… the Bessent-Warsh playbook… how to be positioned before…
This AI Stock Has Even Faster Growth Than NVIDIA
This week is all about Wednesday. That’s when the grand finale of earnings season will take place. Of course, that’s when NVIDIA Corporation (NVDA) will…
The Bond Market Just Flashed Red
The 10-year yield sets a 52-week high… a wedge pattern suggests a big move is coming… which way will it break?… a quick 140% winner…
Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
Missed the Mag 7 Gains? Here’s Your Second Chance
The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…
A “Disaster” Inflation Report
PPI inflation comes in red hot… a mass cyberattack almost happened… why AI just changed the rules of the game… why legacy cybersecurity stocks might…
The 27.1% Number That Just Killed the AI Bubble Debate
S&P 500 Q2 2026 earnings are growing 27.1%, or more than double estimates. Here’s why the AI boom just turned from story to fundamental.
The Backlash to “Train Your Replacement” Begins
The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull…
5 Tech Stocks Powering the Next Leg of the AI Boom
Five tech stocks to buy now as the AI buildout accelerates: IonQ, DoorDash, Astera Labs, AMD, and Reddit. Luke Lango breaks down the Q1 2026…
The Market Isn’t Random — It’s Patterned
In today’s Friday Digest takeover, Keith Kaplan, CEO of our corporate affiliate TradeSmith, makes the case that markets behave less like randomness, and more like…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…
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