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AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI…
Why the Companies Using AI Will Beat the Ones Building It
In this Smart Money, I’ll share two real-world examples where applying a breakthrough proved more profitable than inventing it – illustrating why AI Applier companies…
Stop Looking for Peak AI
By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we…
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
The AI Stocks to Sell Immediately… and the Ones to Buy Instead
In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
Why the Mag 7 Lost $950B in One Week
Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
The AI Shakeout Has Started – Are You in the Right Stocks?
In today’s Market 360, I want to walk through what’s really going on beneath the surface… what could go wrong during this transition…
The Crazy Map Update: Getting Hotter
Checking in on our late-stage bull market scorecard… new IPO madness… margin debt hits record highs… the single-stock ETF explosion… why we’re still dancing (but…
$1 Trillion Just Vanished, and This Is Where That Money Is Going Next
Today, I’m handing the Digest over to legendary quant investor Louis Navellier, where he’ll break down why recent weakness in well-known tech names may actually…
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
Own the Six Bottlenecks That Control AI Growth
The race for AI dominance has become a matter of national strategy. Washington is accelerating permits, steering capital, and clearing obstacles for the companies it…
The Fed Is Finished
The Fed’s “invisible hand” is dead. Washington’s “iron fist” now controls markets with government capital. Learn where to invest now.
Here’s What Happens When Washington Decides It Can’t Lose
For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it.
Washington Brings Its Silicon Valley-Building Playbook to Robotics
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.
The 6 Choke Points Powering the AI Boom in 2026
Markets don’t wait for official announcements when Washington’s priorities change – they reposition. And when those priorities center on technology, infrastructure, and national security, the…
Hidden Danger Behind the Market’s Gains
At InvestorPlace, we can’t make the weather warmer or the days longer, but we can at least help you feel better about your finances –…
The Lost Decade Is a Warning Most Investors Have Forgotten
The market may not crash – but it could stagnate. Learn why a new Lost Decade may be forming and how investors can avoid dead…
The Quiet Market Risk This Week’s Inflation Data Doesn’t Show
This week’s inflation reports should provide a clearer picture of whether the Fed’s concerns are justified – or if those deflationary signs are getting louder.
The Hidden Crash That Could Trap Investors in 2026
Stock market crashes don’t always announce trouble with a dramatic selloff. Sometimes the bigger risk is quieter — long stretches where familiar stocks look stable…
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