War, Watts, and the AI Buildout That Won’t Stop
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War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
AI’s Real “Demon” Has Nothing to Do With Robots
Musk’s warning revisited… the Prisoner’s Dilemma hiding everywhere you look … why the usual reassurances don’t apply this time… and where the smart money actually…
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
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…
Why the Latest Inflation Numbers Look Hideous – And May Get Worse…
In today’s Market 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
Stop Asking Where the Market Is Headed
In today’s Saturday Digest, Keith Kaplan explains why some of the most successful investors in history – including legendary hedge fund manager Jim Simons –…
What the PCE Is Really Telling Investors Today
The ceasefire is fragile – but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
What Big Bank Earnings Aren’t Telling Investors Right Now
Let’s look at what three big bank earnings reports are really telling us. Then I’ll show you why that matters for what comes next –…
The Question Every Investor Gets Wrong
Keith is joining us today to explain how his team is using AI to uncover these kinds of “signals” across thousands of stocks. It’s the…
We Saw the Quantum Threat Before the Headlines Did
Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…
The Hidden “Thumbprints” Behind Big Stock Moves
In September 1995, a philosophy professor read a manifesto in The Washington Post and unmasked a killer…
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
Perfection Is a ‘Sell’ Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change – and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
Stop Guessing the Market. Use AI Trading Signals Instead
Forget forecasts. AI trading signals identify repeatable patterns that drive profits in any market environment.
The Biggest AI Story You Missed
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…
Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market
As Wall Street turns volatile and selective in 2026, AI infrastructure stocks may offer the clearest edge. Here’s why chips, networking, and data-center plays could…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.
AI’s Next Bottleneck Is Driving These Stocks Higher
The S&P is stuck in neutral… one corner of the market that’s soaring… the other lucrative bottlenecks… financials are warning us… when is Bitcoin a…
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
The New Doctrine Reshaping Global Markets
America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
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