Forget chips—these overlooked sectors are the real AI winners
AI is fueling a power crisis—and the biggest winners aren't chipmakers. Discover why two under-the-radar sectors could deliver the next wave of massive gains as AI's energy demands surge.
The biggest growth trends have a scarcity problem
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.
Wall Street is watching AI stocks. It should be watching AI debt.
AI demand remains incredibly strong. But as Big Tech's spending overwhelms its free cash flow, more of the buildout is being financed with debt… just as borrowing costs are rising. Here’s what investors need to watch.
3 ripple effects of the Iran conflict that the market is missing
The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.
The AI arms race has a power problem nobody planned for
Big Tech is preparing to spend more than $1 trillion a year on AI infrastructure. But the power needed to bring those projects online is in short supply. Companies sitting on power capacity could hold a major advantage.
Old GPUs are changing the math behind the AI boom
One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.
Nobody’s asking the most important AI question
Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already…
Bitcoin miners just found a better business model
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.
The bond market just overruled the Fed
Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed doesn't directly control. Here's why the 10-year Treasury may be the market's most important number.
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.
AI is leveling the playing field for small caps
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.
The AI payoff Wall Street has been waiting for is finally here
Big Tech has spent hundreds of billions building AI infrastructure. Now, cloud revenue is surging across Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOG)… providing some of the clearest evidence yet that AI spending is beginning to pay off.
7 pick-and-shovel plays on the AI gold rush
AI is this century's gold rush—and the biggest fortunes will once again go to the companies selling the "shovels." These seven sectors are providing the energy and infrastructure to power the AI boom.
Search
By Author
