Google v. AI

Will AI kill Google?

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By Daniel CreechOctober 29, 2026
Google v. AI

Is Alphabet (GOOG) a buy on this pullback? Plus, more rate hikes are coming before year-end… Microsoft's (MSFT) remarkable earnings… Will infrastructure spending boost these commodity stocks? … And how will AI impact the cybersecurity sector?

Cloud

What Musk’s neocloud warning means for investors

Elon Musk's neocloud warning: What to watch this earnings season. Plus, a recap of the Curzio One Wealth Forum… The Fed meeting… Vertiv (VRT) proves the AI trade is alive… And why aren't higher interest rates hurting Bitcoin (BTC)?

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.”

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Cybersecurity

AI just exposed a massive cybersecurity problem

AI helped uncover dangerous security flaws that had been hiding in widely used website software for more than a decade. Here's why the PHP2Shell scare could mark a turning point for cybersecurity... and which stocks could benefit.

Sell or buy

Investors are dumping CBRS—is it time to buy?

Is Cerebras (CBRS) a buy at its 52-week low? Plus, Meta's (META) Q3 earnings—and what its new share class means for investors… Why scaling is critical on both the upside and downside… And penny stock red flags to avoid.

This hyperscaler is a better buy than SPCX

Space Exploration Technologies' (SPCX) IPO—and the hyperscaler to buy instead. Plus, CoreWeave (CRWV) should be over $100… 2 AI stocks poised to double… Should you buy Netflix (NFLX) on this selloff? … And looking for dividends? Check this sector.

Uranium

Uranium is at an inflection point

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.

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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.”

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