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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.
The “Powell Era” Ends with a Divided Fed
Powell’s final act… more of the “wait and see” approach… the Warsh Fed takes shape … why the balance sheet matters more than the interest…
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…
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…
Two More Stocks to Buy Immediately, According to AI
I’ll feature two new top stocks in today’s update. And as a bonus, I’ll let you know (at the end) which of the three picks from last week…
Taiwan Semiconductor Upgraded, Eli Lilly Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
Stop Guessing the Market. Use AI Trading Signals Instead
Forget forecasts. AI trading signals identify repeatable patterns that drive profits in any market environment.
One Stock to Cut Through the AI Noise
The data seemed clear – but that doesn’t mean the conclusions were. During World War II, U.S. military analysts examined bombers that had safely returned…
Middle East Talks Break Down – What Happens Now
Diplomatic efforts fail in the Middle East… rate cuts aren’t coming any time soon… the Fed’s hands are tied… copper’s case gets stronger
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…
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your…
The Biggest Myth In the Market Just Broke
The rally in AI stocks isn’t broadening — it’s concentrating. New data shows capital flowing into fewer winners across semiconductors and infrastructure.
$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.
Don’t Let a Divided Federal Reserve Distract You From the Next Wave of AI
“I won’t see you next time.” That’s how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
Why the Biggest AI Winners May Not Be AI Companies
Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting — and which companies benefit most.
The AI Job Shake-Up Could Create Big Winners – and Losers
There is a new type of AI making its debut that doesn’t answer questions and or wait for instructions. It goes out into the world,…
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…
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Street’s smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it…
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where he’s looking now… the electricity grid that can’t keep up… how Brian Hunt is investing… Nvidia’s quantum…
3 Stocks to Buy Immediately, According to AI
Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
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