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.
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.
Big banks just reported excellent earnings—and the upside is just getting started. Here's why this is the best environment for financials in 30 years… and how investors can profit.
Venezuela's sudden return to the headlines isn't about overnight oil supply. Here's what it means for the energy market, inflation, and volatility… and how investors can play the situation.
Bitcoin has just gone through one of its ugliest stretches in years. But this is exactly the kind of setup that tends to precede huge crypto rallies. Here's why… and how investors should play the situation.
As tax season approaches, smart investors are using "tax loss harvesting" to offset their tax bill. But if you own mutual funds, closed-end funds, or ETFs, there's another factor to watch for before you make any year-end tax moves.
While your portfolio might be sporting some nice gains for 2025… there are probably a few losers as well. Fortunately, there's an easy way to turn these losses into tax savings—if you understand the rules.
Trump's chip deal with China sparked controversy, but investors are focused on the wrong headline. Beneath the politics is a massive market shift… and a smaller player stands to gain far more than Nvidia (NVDA) as access expands.
When the yield curve steepens, specific sectors have historically outperformed. This article explains why that happens… and highlights three sectors that tend to benefit in the following 6–12 months.
Learn why selling cash-secured puts is a smart, conservative way to both generate income… and purchase your favorite stocks at a discount.
Alphabet's (GOOG) AI chips are gaining traction—the first real challenge to Nvidia's (NVDA) dominance. Here's what this shift means for the AI trend… and which companies will benefit the most as the AI chip war escalates.
The markets have pulled back over the past few weeks… But under the surface, the setup is actually quite bullish. Here are the three forces creating one of the most attractive market setups in years.
Last week, we held our first-ever Curzio One Wealth Forum. It was two days of direct access, real conversations, high-level networking, and private deal-making. Here are some of the biggest investment themes and standout moments from the event.
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.
The Fed is preparing to end its balance sheet runoff. That might sound like technical jargon, but it's a major shift in policy. It tells us that the era of quantitative tightening is ending. Here's what investors need to know.
Credit cards get a bad rap—but when used correctly, they can be a powerful financial tool. And whether you're 18 or 80, understanding how to use them wisely could transform your finances.
Citadel just took a stake in DigiPower X (DGXX)—the small-cap energy company we called early. Here's why this tiny power company is one of the market's best AI infrastructure plays.
Bitcoin's growth over the past five years has been unprecedented… So it might shock you to learn Bitcoin is still massively undervalued. Here's the simple math showing Bitcoin could surge 400% and still be cheap. Plus, how to invest.