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Why strong earnings aren’t saving tech stocks

Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.

AI

The easy AI hyperscaler trade is over

For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.

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.