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The āPowell Eraā Ends with a Divided Fed
Powell’s final actā¦ more of the āwait and seeā approachā¦ the Warsh Fed takes shape ā¦ why the balance sheet matters more than the interest…
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device ā signaling the shift beyond smartphones and reshaping tech’s next winners.
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
3 Stocks to Sell Before May 19
If history is any guide, the marketās first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
Quant Ratings Updated on 120 Stocks
In todayās Market 360, Iāll walk you through whatās driving this earnings momentum and what the latest data tells us about where the market could…
Donāt Let These 3 AI Investing Mistakes Destroy Your Gains
Market shifts tend to trigger three common mistakes every time a breakthrough technology emerges. Millions of portfolios will suffer losses because of them. Iāll break…
The AI Nobody’s Talking ¶¶Ņõ×īŠĀ°ę Is Already Picking Winners
To understand why Mythos matters, you need to understand whatās been building underneath it. A new kind of AI that doesnāt just respond to promptsā¦…
The AI Story Is Changing ā And So Will the Market Leaders
In todayās Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
The AI Job Shake-Up Could Create Big Winners ā and Losers
There is a new type of AI making its debut that doesnāt answer questions and or wait for instructions. It goes out into the world,…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
Tesla Vs. Vertiv ā Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday ā and in doing so, revealed exactly where investors are still getting AI…
The Software Crash Thatās Creating the Next 1,000% Winners
Mythos isnāt just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructionsā¦ to…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks ā reshaping timelines and boosting quantum stocks.
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?ā¦ ¶¶Ņõ×īŠĀ°ęās ābuilders vs. appliersā framework explainedā¦ 12 applier stocks that Jonathan Rose is warning about
Weāve Seen This “Pivot” Before ā Now Itās Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Letās look at why āif you canāt beat…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet ā and orbital compute: the next frontier of AI infrastructure.
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting ā and which companies benefit most.
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
When āAIā Became the New āDot Comā
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrowās AI Signals Trading…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints ā power, cooling, and scale ā creating a massive new investment opportunity.
Software Stocks Are Cracking. Is Your Portfolio Exposed?
Software used to be the marketās golden child. At one point, those companies looked untouchable. Then the world changed.
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