In today’s Smart Money, I want to discuss the last time a brand-new technology rewrote the rules of commerce. Afterward, I’ll highlight a stock that isn’t applying today’s breakthrough effectively, giving you a reason to consider dumping it from your portfolio.  

We find ourselves in an AI paradox: Backlash towards AI is growing even as its usefulness increases. And that puts us investors in a unique spot.

The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.

Artificial intelligence is finally giving circular-economy companies the missing ingredient: a way to organize chaos at scale.

In today’s Smart Money, I’ll explore what Target plans to do with its CAIO role, what this decision signifies for the company, and how it impacts the broader AI landscape.

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.