-
Most Recent
Search Results
240 results for
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
āWhereās the Beefā in This AI Earnings Boom?
When earnings season rolls around, itās my job to look past the distractions and answer one simple question: āWhereās the beef?ā
The $3 Trillion AI Stock I’d Dump Right Now ā and What to Buy Instead
In today’s Smart Money, Iād like to explain why, despite Amazonās earnings beat, Iām not changing my āSellā rating on the company ā and why…
SpaceXās First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceXās first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawkā¦ the ADP jobs report comes in softā¦ the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In todayās Smart Money, letās take a look at SpaceXās earnings. Then, weāll explore where the biggest opportunities may emerge as this new space economy…
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asteriskā¦ the sector actually carrying the loadā¦ and the guy who keeps building things nobody saw coming
How to Find the Next AI Opportunity Before Apple Does
Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. Thatās why I asked my colleague Luke Lango…
Luke Lango and ¶¶Ņõ×īŠĀ°ę Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
The AI Boomās Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesdayās capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
AI Prices Just Fell 280-Fold ā Now What?
The next Peter Thiel moment is hereā¦ AI’s price crash is rewriting the rulesā¦ tracking the usage/price āescalatorāā¦ a āreal worldā stock list that benefits…
How to Think Like the Investors Who Bought Google Early
Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.
Berkshire Hathaway Upgraded, Carvana Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And todayās blog post should be a great place to…
LinkedInās Founder Is Going Back Into Startup Mode
SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders.
SpaceX Needs Growthā¦ Here Are 7 Companies It Might Buy
SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
Microsoft Has the AI Backlog, But This Company Has the Returns
Letās take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, Iāll share one company that is already…
Investors Are Looking at AI the Wrong Way
Investors don’t just react to earnings reports or economic data. They react to headlines. They react to what everyone else is buying. They react to…
Big Techās Tab Is Running Up ā But Who Is Profiting?
In todayās Market 360, Iāll examine the enormous AI tabs being run up by four of the worldās biggest technology companies and show you which…
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…
How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next ā and which young companies are building technologies the Big Tech giants may…
Before Luke Lango Recommends Any Private Company, It Has to Pass This Test
In today’s Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains…
9 ā 10 of 240 results
