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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…
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…
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.
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…
Missed the Mag 7 Gains? Hereās Your Second Chance
The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…
What This Week’s Earnings Really Tell Us ¶¶Ņõ×īŠĀ°ę AI
Iran talks stall and oil climbsā¦ the real question inside Big Tech earningsā¦ why the Mythos breach changes thingsā¦ and what it means for your…
Two More Stocks to Buy Immediately,Ā AccordingĀ to AIĀ
IāllĀ feature two new top stocks in todayās update. And as a bonus,Ā IāllĀ let you know (at the end) which of the three picks from last week…
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.
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…
Middle East Talks Break Down ā What Happens Now
Diplomatic efforts fail in the Middle Eastā¦ rate cuts arenāt coming any time soonā¦ the Fed’s hands are tiedā¦ copper’s case gets stronger
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You ¶¶Ņõ×īŠĀ°ę
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
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…
What Big Bank Earnings Arenāt Telling Investors Right Now
Letās look at what three big bank earnings reports are really telling us. Then Iāll show you why that matters for what comes next ā…
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.
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…
Quant Ratings Updated on 112 Stocks
Today, I want to briefly discuss the current situation between the U.S. and Iran. Then I’ll tell you about the bigger shift I think will…
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing ā favoring energy, minerals, and real assets over globalized tech.
Why the Private Credit Squeeze Could Create āZombieā Companies
In todayās Friday Digest takeover, Louis explains how years of easy money may have kept a growing number of companies alive ā not because theyāre…
Do You Own One of These āZombieā Companies?
Zombie-themed movies and TV shows are very popular, so you probably know the pattern. Many things look normal. People go to work. Stores are open.…
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals ā and a major reset may be coming soon.
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline ā June 30 ā could force long-hidden problems into the open. Thatās when certain…
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