抖阴最新版

Today, Louis is joining us to explain why a key deadline 鈥� June 30 鈥� could force long-hidden problems into the open. That鈥檚 when certain funds will have to mark their assets more realistically, potentially revealing losses that have been building for months.

When most investors hear the word 鈥渃risis,鈥� they think about danger. But every crisis on Wall Street has another side: Opportunity.

We can't predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don鈥檛 seem to know what鈥檚 coming next. However, there is logic behind a buy-and-hold strategy in energy and commodity stocks.

My colleague 抖阴最新版 has flagged a potential 鈥渂lack swan.鈥� It's the private credit market 鈥� a $3 trillion corner of finance where problems can grow out of sight. Louis is joining us today to walk you through what鈥檚 happening inside the private credit market, why it matters right now, and what it could mean for your portfolio.

In today鈥檚 Smart Money, we鈥檒l unpack how this shift is redefining Meta鈥檚 broader AI strategy and further examine the widespread deployment of AI agents. Then, before AI agents enter every C-suite, I'll reveal how the best course of action is not to invest in the firms developing those agents鈥� but in the companies powering them.

I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks 鈥� no matter how serene or chaotic the world might be.

Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague 抖阴最新版 and I agree: AI is not contracting. It is transitioning.

Today, let鈥檚 dive into the latest change on the AI block 鈥� the rise of agentic AI 鈥� and what it means for where the smart money flows next.

Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since 2024. Today, I鈥檇 like to show you why this rush into USO 鈥� and the way retail investors are playing oil in general 鈥� could be a mistake. Then, I鈥檒l explain why your attention should be pointed elsewhere. It鈥檚 an investing approach you won鈥檛 regret.

Micron鈥檚 memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand for its memory chips soars. The memory-chip shortage shows no signs of easing, with the tech industry鈥檚 top players spending record sums to stay competitive in the AI race. That means memory companies could be among the next wave of AI stock winners.

I thought I was one of only a few contrarian voices speaking about AI鈥檚 emerging bottlenecks. But I鈥檓 actually joined by a growing chorus of voices behind Wall Street鈥檚 closed doors.

There鈥檚 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 running them, as they have fewer powerful cores than GPUs when running consecutive general-purpose tasks. And Nvidia is once again ready to profit from this shift.

In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result was a classic supply bottleneck. From 1998 to 2001, I recommended four mining stocks to my readers that went on to generate remarkable gains. And this same bottleneck is happening again.

In today鈥檚聽Smart Money,聽let's聽walk you through some emerging bottlenecks in AI, and聽I'll聽show you why they could聽determine聽which companies win the next phase of the AI boom.聽

After the launch of ChatGPT, there聽weren鈥檛聽enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute bottleneck鈥β� and both of these聽AI infrastructure providers went on to capture enormous gains early in the AI boom. AI鈥檚 next wave of millionaire-maker bottlenecks is here.

To help protect your portfolios during this Middle East conflict,聽I鈥檇聽like to highlight a聽Fry鈥檚 Investment Report聽holding that should do well, regardless of whether oil surges to $120 or falls back to Earth.聽

If the war continues to create a global aluminum shortage, mining companies could stand to benefit. Now, I am certainly not celebrating conflict in the Middle East; but we can only invest in the world as it is, not in the rose-tinted world we might prefer.

In today鈥檚 Smart Money, let鈥檚 take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and the best way to get in early.