The S&P 500 is riding on the chip trade
Semiconductor stocks just hit a record weighting of the S&P 500, thanks to the AI boom. But now the question is whether the spending fueling chip profits can keep delivering returns…
Semiconductor stocks just hit a record weighting of the S&P 500, thanks to the AI boom. But now the question is whether the spending fueling chip profits can keep delivering returns…
Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America!
Many investors worry that crypto is a threat to the U.S. dollar… But in truth, one of the fastest-growing segments of crypto is quietly reinforcing the dollar's dominance. Here's the breakdown—and why it matters more than ever.
After spending years lagging the broader market, small caps are starting to quietly outperform Big Tech. And AI may be the reason. Here's what investors should watch.

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.”
The market is sitting near all-time highs… But under the surface, some of the most recognizable names in tech are quietly getting crushed. Here's what the index isn't telling you… and what to watch going forward.
U.S. inflation climbed to 4.2% in May, the highest reading in more than three years. Here's what the data actually says, what the Fed is likely to do next, and how to position your portfolio for higher-for-longer rates.
These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market.
Gold just cracked $4,000 an ounce—a sharp reversal from its all-time high in late January. Here's what's driving the selloff, what the smart money is doing, and where the real opportunity lives from here.
South Korea's KOSPI index crashed 10% in a single session, triggering a circuit breaker for the third time this year. The damage spread directly into the Nasdaq. Here's what's actually driving it, and what it means for your portfolio.
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more.
The U.S. government's Intel stake changed how investors viewed the company almost overnight. But the bigger lesson is about supply chain dependence… And this sector may be Washington's next major focus.
Everyone's calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
Warsh's first Fed meeting: Rate hikes are on the table. Plus, the oil opportunity no one is talking about… Intel (INTC) proves the "Trump circle" thesis… Is SpaceX (SPCX) a buy on its pullback?... And stocks losing the AI race.
The Fed held rates steady on June 17—but the real news was that the FOMC quietly stripped "easing bias" language out of its statement, and the dot plot now points toward hikes. Here's what that actually means for your money.
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha.

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.”