What's really moving these markets
AI Supercycle Capex

We’re at the start of an AI ‘supercycle’

Cisco's (CSCO) earnings show AI is in a new "supercycle." Plus, Cerebras (CBRS) is cheap, even at 100x sales… The real estate market is scary right now… Gamestop's (GME) bid for eBay (EBAY)... And a trade on surging stablecoin adoption.

China

Trump’s trip to China: These stocks will benefit

How to profit from Trump's latest overseas visit. Plus, CPI takeaways… Data centers just caught Wall Street off guard in a big way… DigiPower X (DGXX) has more room to run… Cerebras' IPO… And will the Clarity Act finally pass?

Is AI in a bubble?

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.

Tech 2026

Wall Street was wrong on AI spending

The market thought AI spending had peaked. Big Tech earnings just proved otherwise. With CapEx accelerating and demand surging, the opportunity is expanding. Here's what the numbers reveal—and where investors should be looking next.

Big Tech earnings: The winners and losers

The best and worst of the Mag 7 earnings. Plus, 2 stocks to profit from the AI power crisis… Starbucks' (SBUX) turnaround… Eli Lilly (LLY) is going back to a $1 trillion market cap… And Powell's final press conference.

Tesla

If you own Tesla shares, you need to listen to this

Important advice for Tesla (TSLA) shareholders. Plus, Kevin Warsh's hearing… 3 AI winners with way more upside… A lesson from Avis (CAR) on shorting stocks… Boeing (BA) is going to $300… And a rare opportunity to buy a monopoly.

Rate cut

Will we get 3 rate cuts in 2026?

Forget rate hikes—the Fed could cut 3 times this year. Plus, what drove the market to its all-time high? … Taiwan Semi's (TSM) earnings… Broadcom (AVGO) & Meta's (META) partnership… An earnings trade on a beaten-down SaaS stock... And more.

Andrew Horowitz, The Disciplined Investor

Andrew Horowitz: How to play the Iran conflict

Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)?

Amazon will surge 100% within 18 months

Amazon’s (AMZN) market cap is poised to double. Plus, can Bitcoin (BTC) help reopen the Strait of Hormuz? … An energy stock set to soar… Meta’s (META) new AI model… And 3 big winners from CoreWeave’s (CRWV) latest AI deal.