Here's what would derail the AI train. Plus, why markets are hitting new highs… AI vs. the dot-com bubble… Palantir (PLTR) just proved our AI power thesis… And why Bitcoin (BTC) could hit new highs this year.
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.
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.
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.
Kevin Chin, executive chairman of VivoPower (VIVO), breaks down why power represents a generational opportunity… VivoPower's strategy to dominate AI… 3 key factors that drive Vivo's success… and the single biggest value driver for the stock in 2026.
Jason Hein, founder of Telescope Innovations (TELIF), breaks down how Telescope's robotic labs are revolutionizing biotech… the company's renowned management team and Big Pharma partnerships… and why 2026 will be a game changer for Telescope.
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 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’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.
Is Iran planning to reopen the Strait of Hormuz? Plus, the Artemis II… Trump's address to the nation… Ely Lilly's (LLY) GLP-1 pill… Don't bet against Tesla (TSLA)... Private equity pain… AI-driven layoffs… And CoreWeave's (CRWV) historic deal with Meta…
Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge.
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.
Will tokenization lower mortgage rates? Plus, the Strait of Hormuz impacts more than oil… The worst management team ever… This under-the-radar stock will surge on Apple's (AAPL) latest news… And an AI leader trading like a value stock.
