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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…
$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…
The Fed Pauses Rate Cuts – But AI Wealth Is the Real Story
The Fed leaves rates unchanged… when we might get the next cut… consumer confidence plummets… but 401(k) wealth soars… how to be on the right…
Kevin Warsh, the End of QE, and the Great AI Divide
A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers.
Big Tech’s Earnings Are Exposing the True Cost of AI
In today’s Market 360, I’ll review four of the seven Magnificent Seven earnings that reported: Microsoft, Meta Platforms, Inc. (META), Tesla, Inc. (TSLA) and Apple…
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
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…
It’s Over for Bitcoin…for Now
Luke Lango says Bitcoin has hit its Fourth Bust… a “growing consensus” about the government and your wallet… Eric Fry’s pick crushes Nvidia… where to…
Japan Just Hit Record Highs. Here’s the Trade to Make.
Political optimism isn’t the only force powering the Japanese rally. So, in today’s Smart Money, let’s take a closer look at several other factors driving…
Warsh Tapped for Fed Chair – Metals Crash 27%
Kevin Warsh gets the nod for Fed Chair… the market’s reaction… precious metals finally correct – get ready to buy… new data about our ever-expanding…
The Bar Is Getting Raised. Alphabet and Amazon Are Showing Us Why..
In today’s Market 360, we’ll review their earnings and talk about why expectations are higher than ever – and how investors can prepare for what…
Strong Jobs Numbers Veil a Bigger Threat
The economy adds 130,000 jobs… but last year was much weaker than expected… a mixed picture from the consumer… a big picture issue to keep…
How to Avoid Making This Common Investing Mistake
You want to pivot away from companies like Nvidia, where margins are regressing, the costs of maintaining leadership are skyrocketing, and where the returns on…
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…
2 Stocks to Buy for AI’s Next Stage
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…
The Race for AI Supremacy Just Entered a New Phase
Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over…
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.
Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is…
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…
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.
Miss Out on Nvidia? Two More Innovative AI Chip Stocks Hiding in Plain Sight
Much like Nvidia at $72, these two AI chip stocks have incredible upside that Wall Street hasn’t fully realized yet…
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.
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…
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