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Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And thatās just this year. Thatās why all eyes have been glued to the…
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…
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.
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 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 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 Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks ā reshaping timelines and boosting quantum stocks.
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
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.
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…
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…
The Real Long-Term Shortage Isnāt Oil ā Itās This
The AI boom is leading to a massive computing crunchā¦ electricity bills are skyrocketingā¦ but arenāt the hyperscalers supposed to pay?… invest in the āAI…
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough ā boosting infrastructure stocks while putting SaaS business models at risk.
How to Approach the Market During the āFog of Warā
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchmanās Pulitzer Prize-winning book,Ā āThe Guns of…
The Bigger Story Behind Marchās Market Selloff
In todayās Market 360, I want to show you why the marketās recent March Madness may prove temporary, why investors are already starting to look…
Trumpās Iran Update Spikes Volatility. Now What?
Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobsā¦ how to invest ahead of…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure ā but falling valuations and strong earnings could signal a new buying opportunity.
Is the Next AI Gold Rush Happening Beneath the Ocean?
A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.
My “Kick It and Pick It” Strategy for the AI Age
Today, letās dive into the latest change on the AI block ā the rise of agentic AI ā and what it means for where the…
AI Isnāt Peaking ā Itās Entering Its Most Profitable Phase
Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague Louis…
NVIDIA Proved the AI Boom Is Far From Over
In todayās Market 360, Iāll explain why the āpeak AIā crowd still has this story wrong, why NVIDIA remains one of the great companies of…
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
Thereās a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
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