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.
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.
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.
$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!
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.
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.
The Trump administration plans to drop $2 billion on nine quantum computing companies in exchange for equity stakes. IBM (IBM) gets the biggest slice, but the pure-play names are seeing the real upside. Here's what this signal means for investors.
Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Could voters slow down the AI train? … Berkshire's (BRK.B) 13F moves… And Target's (TGT) turnaround.
President Trump's Beijing summit with President Xi produced few clear-cut answers on important geopolitical topics. But beneath Trump's ambiguous comments are five important signals investors should watch.
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.
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?
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.
