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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.
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…
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…
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…
AI Isnāt Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. Thatās not usually how it works. My…
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 Backlash to āTrain Your Replacementā Begins
The cold math behind Oracle’s mass layoffsā¦ the Prisoner’s Dilemma, live and in personā¦ Luke Lango describes the backlash that could end the AI bull…
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…
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…
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.
Gold or Silver ā Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibriumā¦ Luke’s case for a silver melt-upā¦ Eric’s case for goldā¦ the fiscal disorder fueling the longer-term betā¦ so, which…
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks ā reshaping timelines and boosting quantum stocks.
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…
3 Stocks to Buy Immediately, According to AI
Over the past year, youāve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
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…
The Hidden āThumbprintsā Behind Big Stock Moves
In September 1995, a philosophy professor read a manifesto in The Washington Post and unmasked a killer…
I Sold Nvidia. ¶¶Ņõ×īŠĀ°ę Didnāt. Who Was Right?
Louis and I donāt always see eye to eye, especially when it comes to a stock like Nvidia. But thatās what makes our conversation so…
The Quantum Computing Paradox: Brilliant Future, Complicated Present
Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.
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