In today’s Smart Money, I’ll show how as AI moves into the physical world, a whole new wave of investment opportunities could follow.

There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more opportunities, but also making it harder to know which stocks belong together.

Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary industrial processes, commercial innovations, and scientific discoveries. Biopharmaceutical companies are among that group.

Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying the tools that will power what comes next.

In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like a nesting doll, I’ll reveal a hidden play within that overlooked theme – a turnaround opportunity hiding one layer deeper.

In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future possible.

When supply of AI's critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors to consider the bottlenecks forming within the AI industry.

In today's Smart Money, I’d like to explain why, despite Amazon’s earnings beat, I’m not changing my “Sell” rating on the company – and why recent developments have only strengthened that view.

In today’s Smart Money, let’s take a look at SpaceX’s earnings. Then, we’ll explore where the biggest opportunities may emerge as this new space economy takes shape.

Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.

Over years of studying some of history's greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever reach Wall Street. In today's Smart Money, he shares that process and explains why he believes it's more important than ever now that private investing is becoming accessible to individual investors.

In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for investors. We’ll look beyond “good enough,” and I’ll show you where the better opportunities lie instead.

“Boring” isn’t just safe. Or reliable. It’s strategic. Especially when everyone else is chasing excitement. Markets have a habit of rewarding discipline long after they stop rewarding hype.