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The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
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.
OpenAI’s $200B War Chest and the Great AI Infrastructure Land Grab
OpenAI is raising a historic $200B. Discover why the real profit isn’t in software, but the nuclear and cooling infrastructure powering AGI.
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real…
The U.S. Is Mobilizing for AI Dominance
I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…
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…
Six AI Infrastructure Plays to Grow Your Wealth
“The most profound economic reorganization in American history”… goodbye, free markets… the government’s roadmap to investment gains… the 6-Layer AI Bottleneck Stack… Luke Lango’s newest…
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.
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
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…
The Genesis Mission Has a 270-Day Timeline – And You’re Already Late
The government is taking equity stakes in American companies. Here are the next Genesis Mission stocks to buy before the capital hits.
The U.S. Government Just Picked Its Next AI Winners
Switching up your investing approach every now and then is healthy… but this time it may be mandatory, based on what my InvestorPlace colleague Luke…
3 Seasonal Stocks to Buy Immediately
Our friends at TradeSmith believe we’re entering some of the best conditions yet for using their Trade Cycles algorithm, and they want you to be…
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.
How Smart Investors Separate Fads From Fortunes
As we look to 2026, let’s not just chase what was hot. Let’s focus on what ideas are built to last and which new ones…
Trump Soothes the Bull
This October Digest was a natural follow-up to the Crazy Map we shared yesterday – shifting from big-picture late-cycle dynamics to the practical question every…
5 Battered Banks to Cash Out of ASAP
Financial and banking stocks have gotten off to a hot start in 2012, but there’s a host of bank stocks that are set to crash.…
6 Commercial Banking Stocks to Sell Now
This week, the overall grades of six Commercial Banking stocks are lower, according to the Portfolio Grader database. Each of these rates a “D” (“sell”)…
7 Commercial Banking Stocks to Sell Now
For the current week, the overall ratings of seven Commercial Banking stocks are worse, according to the Portfolio Grader database. Each of these rates a…
10 Stocks That Prove Bigger Isn’t Always Better
Some of your favorite mega-cap blue chips may actually be weighing down your portfolio. Get our list of stocks to sell.
It’s Time to Bail on These 10 Blue-Chip Financial Stocks
It should be no surprise that financial stocks are one of the most volatile sectors in the market today. Here are 10 of the sector’s…
10 Famous Financial Stocks to Sell
After poor earnings and revenue figures from financial stocks such as Citigroup (NYSE: C) and Bank of America (NYSE: BAC) recently, the outlook for the…
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