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The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
If the Race for Smarter AI Slows, This May Be the Next Wave of Profits
Luke Lango thinks investors may be overlooking an important part of the current AI story: Even if the industry takes longer to develop tomorrow’s AI,…
Where the Smart Money Is Moving Next in the AI Boom
Several high-flying AI names were hit hard this summer as the highly leveraged Situational Awareness hedge fund was forced to unwind positions. I invited Lucas…
AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
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,…
The AI Race Is Getting Harder to Predict, and That’s the Opportunity
AI’s biggest opportunity may not be in predicting what comes next, but in owning the companies that can survive whatever comes next.
Why You Shouldn’t Worry About the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
Time to Wake Up. Copper Stocks Are the AI Trade Everyone’s Sleeping On.
Everybody’s crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal that’s been around…
What $6 Diesel and This Week’s Inflation Reports Mean for the Fed
In today’s Market 360, I’ll break down what they revealed about inflation and explain why the pressure is building on the Federal Reserve.
AI’s Next Big Opportunity Is Right in Front of You
Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
What Dario Amodei’s ‘Oppenheimer Moment’ Means for AI Stocks
Would slowing the development of the most powerful AI models also slow the demand for the chips, electricity, and data centers that run them?
The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing…
Why the AI Bottleneck Is Getting Worse – And How We Can Profit
Jonathan trades a lot of the same stocks we discuss here regularly. But with his strategy, you could magnify your gains on those same stocks –…
The Fed’s No-Win Decision Next Week
There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…
Physical AI’s $40 Trillion Question: How Elon Musk Confirms the Biggest Winners
We’ve spent months mapping which companies sit across those four layers… Not the trillion-dollar names everyone already owns, but the potential Intels, Ciscos, and Nvidias…
600 Radio Firms Died, 18 Survived – and AI Is About to Repeat History
Let’s look beyond the companies building the AI machine – and toward the companies learning how to make money with it.
3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear
AI stocks to buy now: Dell and Credo lead the pack, while geothermal’s Fervo Energy rides a Google deal. See why the market’s stalled tape…
Before Elon Musk Builds a Million Robots, Follow the Money
Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke…
Are Chinese Bots Driving the AI Panic?
A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last…
The One Question That Decides the AI Trade
The AI trade – the engine under this entire bull market – rests on one thing: the torrent of spending from a handful of hyperscalers.
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…
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