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.
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)?
Levi's (LEVI) just delivered strong results… But there's a bigger story under the surface. LEVI's earnings highlight a shift that's quietly putting pressure on traditional retailers… and creating new opportunities for investors.
Oil’s drop: What’s driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss’ (LEVI) major warning for big box stores… And Tesla’s (TSLA) risk/reward setup.
The market just delivered one of its most extreme moves in years. But it wasn't driven by fundamentals. Here's what caused it, what it signals about expectations, and how investors should position from here.
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.
U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership.
The decaf process is messy, expensive, and outdated. Learn how Caffree is revolutionizing decaf… how it solves the "taste" problem… its massive total addressable market… and how investors can get in on this private deal.
The market is still betting on rate cuts. But inflation remains elevated, and energy disruptions are adding new pressure. If cuts don't come, it spells trouble for the market. Here's what you need to know.
The latest developments in Iran are a major blow to the energy market. Plus, Powell's press conference…. Why is gold selling off? … Meta (META) is ditching the metaverse… And why is Micron (MU) pulling back after blowout results?
