AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.
South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear of SpaceX (SPCX) until after this event.
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more.
AI is sending energy demand surging—and our grid can't keep up. The situation is creating a looming energy crisis. We dig into the alarming numbers… and share two sectors poised to reap the greatest rewards.
Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.
Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”
Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power shortfall shows why companies with secured grid capacity could become the next major AI trade.
After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium renaissance"... and how to benefit from this long-term secular trend.
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.
An OpenAI agent breached an outside platform during a controlled test. The incident shows how quickly autonomous AI could reshape cyber risk—and why cybersecurity may become one of the biggest second-order opportunities of the AI boom.
OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX).
If you use P/E ratios to gauge valuation, you might be missing the bigger picture—and overlooking some of the market's best opportunities. Here's what to look at instead… and an "expensive" stock that's a buy on any pullback.
Think saving will make you rich? Think again. This article breaks down why the system is rigged against savers—and shows you the smarter path to real wealth.
Big Tech is preparing to spend more than $1 trillion a year on AI infrastructure. But the power needed to bring those projects online is in short supply. Companies sitting on power capacity could hold a major advantage.
Some of America's biggest companies are delivering exceptional earnings… only to watch their stocks fall. Here's why good news is losing its power… and what the market's reaction means for investors.
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.
Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.
Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.
Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”
