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.
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.”
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.
Iraq is studying a new western oil corridor that would bypass the Strait of Hormuz and deliver crude directly to the Mediterranean. The project remains years away—but it reveals where billions in energy infrastructure investment could flow next.
IBM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.
Paying off your mortgage early might sound smart—but is it the best move? This article breaks down the math, inflation impact, and investment potential to help you decide whether to stay aggressive with debt or let your money work elsewhere.
The renewed U.S. blockade of Iran sent Brent crude surging… and forced investors to rapidly rethink the Fed's next move. Here's what to watch in oil, bonds, and your portfolio now.
Big Tech is spending hundreds of billions in AI… and the bond market is growing more reluctant to absorb the massive debt without demanding higher yields. And this issue could quickly spread to equities.
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.
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.”
