Why algorithms could kill the stock market. Plus, why Nvidia (NVDA) fell after great results… Salesforce's (CRM) $50 billion buyback… Is IMAX (IMAX) a buy after earnings?... And a great entry point in an industry leader.
What's behind oil's strong start to 2026? Plus, OpenAI vs. Anthropic… Polymarket bets: The second coming of Jesus? … Is Walmart (WMT) a buy at all-time highs? … Be cautious of Carvana (CVNA)... And an AI infrastructure play.
This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller.
Why surging AI capex is great for investors—and AI stocks to buy on the pullback. Plus, Trump's coal EO… Is McDonald's (MCD) a buy? … Should you follow Ackman into Meta (META)? … And a data center pure play.
3 small caps for 2026: A data center play… A company tokenizing gold… And a public safety stock ready to surge. Plus, what could crash the market in 2026… Truflation… Rare earth stocks… And much more.
Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.
Why is the market punishing Kevin Warsh's nomination? Plus, value is outperforming growth… What to expect when Strategy (MSTR) reports tonight… Earnings for Alphabet (GOOG) and AMD (AMD)... And Disney's (DIS) big CEO mistake.
Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.
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 Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.
Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.
These stocks will thrive on Trump's new budget. Plus, Energy Secretary Wright's speech… A metric more important than valuation… Are Gap (GAP) and Nike (NKE) buys?... And a heavyweight investor just took a huge position in this retailer.
This stock has been a black eye for years—but it’s about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI.
