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.
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.
Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.
Savvy CEO Eric Goldreyer breaks down the secret to the company's success—and its next growth phase… how AI is helping unlock customer savings… and his exit plan for this hospitality disruptor.
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.
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.
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.
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.
Why isn’t oil surging as the Iran conflict escalates? Plus, why Oracle (ORCL) dropped after solid earnings… Will AI force the Fed to hike rates? … Can Kevin Warsh actually change the Fed? … And an El Niño trading opportunity.
A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.
John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.
Get ready for $120 oil. Plus, why Broadcom (AVGO) is selling off… Can politicians derail AI? … The SpaceX (SPCX) IPO… What's the Bitcoin (BTC) bull case? … Prediction markets are moving in on exchanges… And private equity redemption caps.
$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.
Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!
Mining legend Ivan Bebek breaks down his latest project, 10 years in the making—including Peru's incredible mining opportunity… the "who's who" of mining investing alongside him… and why this could become the world's largest copper mine.
The SpaceX (SPCX) IPO: Can Musk pull off another Tesla (TSLA)? Plus, Nvidia (NVDA) is still cheap… Walmart's (WMT) CEO is in a tough spot… Key moves from the latest 13Fs… And a trade on Trump's China trip.
Ranked the #1 most listened-to podcast on iTunes financial/business segment.
Each week, Frank cuts through the media noise to reveal “what's really moving these markets.”
