The AI trade goes deep in the red… Wednesday's presser with no map... Thursday's number Warsh actually watches... and the calendar that decides everything in September

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Luke got the earnings right, but the timing wrong … here's what comes next… an AI event this Thursday… how to play the data center tsunami… readers sound off in the mailbag

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In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves – and why that shift could create a new generation of outsized winners for investors who get there early. Along the way, he lays out the framework he’s using to identify the kinds of companies that could become tomorrow’s acquisition targets.

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Alphabet blows past earnings... capex jumps to $205 billion... why the “Lag 7” story is wrong... �������°�’s' “best market since 1999”

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A Prisoner's Dilemma with a Chinese accent… another Messy Middle story… OpenAI's AI hacks Hugging Face… reader feedback about yesterday’s Digest

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A governor's data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner's Dilemma?… Luke's 2028 countdown and how we’ll track it

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Why is AI suddenly in a bear market? Because Wall Street has gotten nervous – not about today's orders, but about tomorrow's. Investors are increasingly questioning whether today's AI spending spree still has legs.

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In today’s Friday Digest takeover, the TradeSmith CEO makes the case that one of the market’s most reliable signals isn’t found in the latest headline – it’s found in the calendar. By analyzing decades of market history, Keith and his team uncovered recurring seasonal patterns that have appeared across thousands of stocks with surprising consistency.

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Albany pulls the plug… Ford's "AI Boomerang" in jobs… a margin-debt flashing light… why we’re not worried about the AI trade yet… and how to trade either way

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Why everyone's arguing about an AI bubble when they should be watching a price tag… what two Big Tech CEOs are begging for… watch this “escalator”… 

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Why the biggest CPI drop since 2020 still leaves a hike on the table… the market doesn’t seem all that happy… what the futures market believes… a free look at a market timing tool from TradeSmith

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Iran rattles stocks... �������°� and Keith Kaplan's read on the memory trade... why SpaceX's next leg up won't mean what you think...

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In today’s essay, �������°� explains why he believes the better approach is to look beyond recent price action and instead focus on where institutional money is quietly moving next.

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In today’s Friday Digest takeover, Keith Kaplan, the CEO of our corporate partner, TradeSmith, explains how his team uncovered recurring seasonal patterns across thousands of stocks – specific windows when certain names have historically outperformed with remarkable consistency.

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Luke Lango highlights AI’s toll roads… Brian Hunt flags Brazil’s overlooked AI angle… �������°�’s refiner play amid Mideast turmoil…

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The Middle East ceasefire breaks down... Luke Lango says corrections are a feature, not a bug... his gameplan for where to buy… a contrarian 14% Bitcoin play from Jonathan Rose...

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Today's AI wobble, explained... great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears... how one trading system created 920% gains

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As I write on Monday morning, AI stocks are jumping, a welcome change from last week’s selling pressure. Still, AI has felt different recently.

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In this Friday Digest takeover, �������°� explains why America remains the greatest wealth-creation machine in history, thanks in large part to its leadership in AI. Along the way, he shares a remarkable story from the final years of the Soviet Union – and why it still carries an important lesson for investors.

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Payrolls crash to 57,000… why markets cheered anyway… the trend Warsh actually needs to see…

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Is a 70% crash coming?... Grantham's track record problem… what a 1992 magazine cover got right… the FOMO that isn't there… the earnings pushback against bears

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Rocket Lab makes its biggest move… Louis' top space stock right now… why the OpenAI delay is actually bullish for AI investors

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SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed's first hike call and what it means for AI investors

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Using Micron (MU) as an example, �������°� explains why AI’s latest bottleneck has created enormous winners – but also why the next opportunity may already be taking shape somewhere else.

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Micron earnings shatter records... PCE inflation hits 4.1%... but what about the inflation number Warsh is watching?... are we only in the 3rd inning of AI?

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The AI power play making new highs… a pharma stock hiding in plain sight… and a biotech trader's edge you can steal…

The post A New All-Time High, an 81% Overnight Gain, and One “Forever Stock” appeared first on InvestorPlace.

Memory stocks get nailed… Apple forced to raise prices… the memory trade today and who's winning it… your MU earnings checklist for tomorrow… last chance for tomorrow’s “Time Machine”

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The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is likely losing money now… how to benefit from a Wall Street “time machine”

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In today’s Friday Digest takeover, he explains why connected machines, sensors, and industrial systems are becoming increasingly important to the AI economy... and why the companies enabling that transformation may offer more upside than many of the headline-grabbing names dominating today's market.

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The "Fab 10" reshapes the AI trade… a connected billionaire's quiet exit… why oil isn't done yet… this bull market is broader than you think… why Louis says this is “a very special time” in the market

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The FOMC decision is in … what Warsh signaled … why the market's inflation relief may be premature … the curveball every new Fed chair faces …

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The biggest issue at tomorrow’s FOMC meeting… the Wall Street skill that may be about to depreciate ... what Bernanke built and Warsh wants to dismantle ... how to invest when the Fed goes quiet ...

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Iran peace deal gooses markets… the hidden signal in gold’s surge… what broke the gold run… the structural case that hasn’t moved… and the tool for knowing when to act… keep your eye on crypto miners today

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In today’s Sunday Digest, Louis explores how AI is already transforming fields as complex as medicine and scientific research – and why he believes the same technology is poised to reshape investing.

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In today’s Friday Digest takeover, Louis explains why today’s AI boom reminds him of the internet buildout of the late 1990s. Not because he sees a bubble, but because he sees the same mix of massive infrastructure spending, rapid growth, and investors getting shaken out by volatility.

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The hype machine is running at full speed… what Jay Ritter's 45-year database actually shows… and the backdoor into AI's biggest winners before Wall Street reprices them…

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May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an edge for a bifurcated stock market

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Has the “meltdown” begun?... Louis says buy every dip… Nvidia's surprising upside… the AI infrastructure play Eric spotted first…

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The jobs report Main Street wanted, Wall Street didn't… the consumer underneath the headline… AI displacement gets new data… a week that could move everything

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In today’s Friday Digest takeover, legendary investor �������°� draws a fascinating comparison between today’s AI-driven market and the internet boom of the late 1990s. Not because he believes a crash is imminent, but because he sees many of the same forces at work: massive capital spending, powerful technological change, and investors trying to separate lasting winners from temporary hype.

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AVGO rattles Wall Street… Alphabet’s $80 billion proof point… AI just entered your brokerage account… why the smart money is betting $50 billion on the AI backbone …

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Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your portfolio… one of �������°�’s top stocks today

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Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO…

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Iran stops negotiations… how high could oil go?... Jonathan Rose's three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the data that undercuts her jobs argument…

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In today’s Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO – a stock that soared out of the gate before collapsing more than 80% from its peak. The issue wasn’t the company – it was the IPO structure.

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Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with Micron… follow the money, not the mood

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�������°� sees 40% upside from here… the graduation boos tell a story (but not the one you think)… why Jonathan Rose and Marc Chaikin want you to watch what the money is actually doing…

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Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango just upgraded to “Buy” … a new agentic AI pick from Brian Hunt

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In today’s guest essay, veteran trader Jonathan Rose explains why he focuses less on predicting the future and more on tracking where institutional money and volatility are quietly converging in real time.

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In today’s Friday Digest takeover, veteran trader Jonathan Rose highlights the two market indicators he watches during periods of energy stress – and explains why he believes they may already be flashing another major opportunity in oil and refinery stocks.

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