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Nvidia’s Earnings Signal a Shift in AI Expectations
Today, my InvestorPlace colleague ¶¶Ņõ×īŠĀ°ę is joining us to explore what Nvidia’s blowout results reveal about where the AI boom is headed next.
2 AI Stocks to Buy on This PullbackĀ
Today, we’re discussing āStage 2ā AI firms. These companies provide the experience of using AI ā the products and services that come after the “Stage…
Is U.S. Diplomacy Dead? The New Era of American Power In 2026
America’s Venezuela raid may mark the end of U.S. diplomacy as we knew it ā and a new market regime as a result.
The $110 Billion Bet on Super AI ā and the Moves to Make Now
In todayās Smart Money, letās take a look at whoās funding the future of superintelligence. Then, Iāll share my three-pronged portfolio strategy that will help…
The Stocks Taking Off Now
Hereās the truth most investors are missingā¦ Whatās happening in the market right now isnāt ārisk off.ā Itās rotation.
The Ghost of 1776: Why the Greatest Wealth Shift in 250 Years Is Happening Right Now
To understand why your bank account is currently at risk, you have to understand the hidden architecture of the first 1776…
Your Job Is Now Competing With a $20 AI Subscription
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
When Abundance Becomes Disruption: The AI Spending Migration Begins
Discover why AI spending is concentrating in the semiconductor and infrastructure layer ā including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and ¶¶Ņõ×īŠĀ°ę ā and how…
Your Post-Earnings AI Playbook
For years, legendary investor ¶¶Ņõ×īŠĀ°ę has called NVIDIAās earnings report the āgrand finaleā of earnings season. And this week, NVIDIA delivered what most companies…
2 AI Stocks to Buy Before a Rebound
A second wave of indiscriminate selling is now creating even more compelling entry points for select Stage 2 firms. Letās look at two…
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
What NVIDIAās Earnings Tell Us ¶¶Ņõ×īŠĀ°ę the Next Stage of the AI Boom
In todayās Market 360, Iām going to walk through the details of NVIDIAās earnings and the marketās subsequent reaction. Iāll also discuss why expectations matter…
How to Invest Smartly When the Market Loses Its Mind
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…
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the ‘peak AI’ thesis with accelerating revenue, record margins, and expanding AI capex.
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just…
The $100 Million Lesson Wall Street Learned Too Late
Markets move on belief. Thatās why hype cycles often drive price action faster than fundamentals can justify. And itās why the biggest edge in modern…
The Businesses That AI Canāt Replace
The predictive āedgeā Jonathan Rose is using todayā¦ watch for the āgapsāā¦ our AI Revolution experts say more software pain is comingā¦ where to hide…
Markets Move on Belief ā Not Facts
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…
From Headlines to Hard Money: What Moves Markets First
A CBOE veteran explains how prediction market signals move before stock prices ā and how to use that gap to your advantage.
āBuy the Dipā in This Megatrend?
Drones are down ā is this a good entry point?… how Jonathan Rose sizes up the opportunity setā¦ the economics behind humanoids arenāt good for…
Eli Lilly vs. Novo Nordisk: A Tale of Two Stocks
In todayās Market 360, I want to walk you through this evolving rivalry ā and show you why identifying true market leaders is critical in…
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