In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result was a classic supply bottleneck. From 1998 to 2001, I recommended four mining stocks to my readers that went on to generate remarkable gains. And this same bottleneck is happening again.

In today’s Smart Money, let's walk you through some emerging bottlenecks in AI, and I'll show you why they could determine which companies win the next phase of the AI boom. 

After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute bottleneck…  and both of these AI infrastructure providers went on to capture enormous gains early in the AI boom. AI’s next wave of millionaire-maker bottlenecks is here.

To help protect your portfolios during this Middle East conflict, I’d like to highlight a Fry’s Investment Report holding that should do well, regardless of whether oil surges to $120 or falls back to Earth. 

If the war continues to create a global aluminum shortage, mining companies could stand to benefit. Now, I am certainly not celebrating conflict in the Middle East; but we can only invest in the world as it is, not in the rose-tinted world we might prefer.

In today’s Smart Money, let’s take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and the best way to get in early.

I want to bring to your attention a streaming giant that accounted for over 95 billion hours of viewing time in the first half of 2025. Alarmingly, even this household name is vulnerable to AI’s disruption.

For decades, investors were told to focus on fundamentals, buy great companies, and hold on for the long haul. That approach still has its place, but it can come with gut-wrenching drawdowns and years-long recovery periods in today’s environment. So, I invited Luke Lango to explain his investment method in today’s guest essay.

Spreading investments internationally reduces reliance on the U.S. alone and can smooth overall returns over time. Plus, some markets outside the U.S. may offer cheaper valuations.

Today, my InvestorPlace colleague Louis Navellier is joining us to explore what Nvidia's blowout results reveal about where the AI boom is headed next.

In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help you lessen risk while capitalizing on AGI’s growth.

It's understandable to feel unnerved by the latest tariff-driven headlines. But a measured reaction can make all the difference between managing a winning or losing portfolio.

In today's Smart Money, Jonathan Rose explains why markets move on belief, not just headlines, and how a new stream of probability-based data is changing the way sophisticated traders measure opportunity.

Today, Marc Chaikin shares a remarkable real-world example of how modern technology quietly saves lives. His story may start with a life-or-death surgery… but the real takeaway has nothing to do with medicine.

In this Smart Money, I’ll share two real-world examples where applying a breakthrough proved more profitable than inventing it – illustrating why AI Applier companies are an attractive investment.

Today, we asked Marc Chaikin to revisit a fascinating moment in tech history — and explain what it reveals about today’s market setup. His perspective may change how you think about what’s coming next.

Today, we’ll get into why Bitcoin increasingly behaves like a risk asset rather than a safe-haven portfolio hedge. Then, I’ll share one safer, more effective way to protect your portfolio.