During Nvidia CEO Jensen Huang’s keynote address at the GTC, he introduced the company’s new AI processor, Blackwell, the “world’s most powerful chip” for AI. I can’t help but wonder… What else Nvidia doing?

Now that the healthcare industry has entered the “Age of AI,” the opportunities to capitalize on it are popping up like weeds in a garden, or perhaps like bacteria in a Petri dish.

Let’s investigate why Amazon is outperforming Tesla (and making Bezos richer in the process) this year, what it’s focusing on now to further grow its business, and whether it’s still a good "Buy”... 

Think about the housing bubble of 2008, the dot-com bubble of the late ’90s, and even the stock market crash of 1929... When you look at these bubbles, there’s a common trend. Now there’s another bubble about to pop…

It’s becoming more and more difficult to find quality EV opportunities. Electric vehicles remain an unstoppable trend, however, and continue to provide investment opportunities. That’s why I’m sticking with my top pick in the EV space.

The biotech sector is full of folks in lab coats standing next to a promising drug therapy that will never make it out of clinical trials… or even into clinical trials. Well, AI has now come to turn zeroes into heroes.

A sea otter consumes about one-quarter its body weight in food every day, just to maintain enough warmth to survive in frigid waters. AI’s appetite for electrical power is almost as prodigious; it devours kilowatts of electricity like an otter feasts on sea urchins and abalone.

It’s true… GDP growth in the “Rust Belt” states of the Upper Midwest has been rusting away for decades, relative to overall U.S. GDP. However, a surprising reversal of fortunes may be underway.

While the other 493 stocks in the S&P 500 may seem “ordinary” by comparison, I think they are anything but. In fact, a few show the promise of star quality themselves.

John Jagerson and Wade Hansen here. Over the past year, we’ve had the amazing opportunity to lead Predictive Alpha... But we’re not here to talk about what An-E has helped us do since April of 2023…

These impressive achievements by Nvidia and U.S. stocks certainly deserve praise, if not also a ticker-tape parade. At the same time, though, we must not forget that all glory is fleeting… not least the glory of high-flying stocks. Lofty valuations do not last forever.

As I mentioned earlier this week, a remarkable lithium discovery has been made in a deserted area of Nevada. It’s the site of an ancient volcano that likely holds the single largest deposit of lithium anywhere on Earth! This discovery is so important because lithium, as the lightest metal on earth, is very valuable.

Battery metals are such a critical enabler of the energy transition that the scale of demand growth for some of them is mind-boggling. It will require newer technologies that increase the scale of production, without compromising the sustainable extraction of these metals.

There is an old Japanese saying that goes, “There are many paths to the top of Mount Fuji.” But I like to focus on the path to the top – because the first half of the saying also applies to investing. Today, I want to spotlight the path of lithium stocks.

On Tuesday, I chronicled my now decades-long quest for stocks of value. Specifically, India stocks vs. Intel Corp. (INTC). To quote Cheryl Crow, “No one said it would be easy, but no one said it would be this hard.” But, as it is, that is the nature of a worthy quest. While I initially sang the praises of India stocks, I have since changed my tune in favor of Intel.

Nearly three decades ago, I ventured out on a quest. In a speech entitled, “Intel vs. India – The Quest for Value,” I argued that Indian stocks were woefully underappreciated… at least in relation to Intel Corp. (INTC). But I would not be a buyer at today’s lofty levels.

Much like the internet did for efficiency and automation, AI is set to transform shopping, work, and travel, among many other industries. And there's one industry in particular that is in for a major AI-related shakeup...

Will AI usher in an era of unprecedented prosperity and abundance, or will it dominate society, rendering humans obsolete?

Amidst all the well-deserved hoopla for AI plays, most non-AI stocks are receiving little attention from investors. Energy stocks fall into that bucket, but I believe they deserve a fresh look.