Ranked #1 podcast on iTunes financial/business.
Frank cuts through the mainstream noise to reveal what’s really moving these markets.
Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power shortfall shows why companies with secured grid capacity could become the next major AI trade.
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.
Some of the strongest AI companies kept delivering solid results while their stocks collapsed. The missing piece was leverage. Here's how margin calls and forced selling overwhelmed fundamentals—and where the selloff may be creating opportunity.
Some of America's biggest companies are delivering exceptional earnings… only to watch their stocks fall. Here's why good news is losing its power… and what the market's reaction means for investors.
Total addressable market (TAM) is the key to finding the market's next big winners. Here's why TAM matters more than traditional metrics—and how investors can spot companies with massive growth potential before the crowd catches on.
Alphabet (GOOG) scored a victory in its monopoly case, but Apple (AAPL) was the real winner. Thanks to the ruling, Apple has a $25 billion annual tailwind… yet investors are overlooking it.
Apple (AAPL) has finally entered the AI race—but is it too little, too late? We break down AAPL's delayed strategy… whether it missed the M&A window… and what investors should watch in the near term.
Trump's policies are already favoring specific sectors… And companies tied into those trends stand to benefit big. Here are 3 stocks perfectly positioned to ride the wave of political and economic momentum.
A powerful brand is the key to consistent profits, regardless of the economic outlook. Here's how to find stocks that will keep benefiting from their brands, no matter what happens with the economy.
The narrative around artificial intelligence has been shaky in recent months. But blockbuster earnings from Meta (META) and Microsoft (MSFT) prove that the AI growth story is alive and well. Let's dive into the numbers.
Trump's tariffs on imported vehicles have hit one automaker particularly hard. Now, management is scrambling. Let's break down why the company might be in deeper trouble than most people realize… and 2 better investment ideas in the auto sector.
Walmart (WMT) and Target (TGT) both reported earnings last week… and the difference in the retailers' results was staggering. Let's look at what the latest results reveal about consumers… and how investors should navigate this economic landscape.
Starbucks (SBUX) might be considered the king of coffee… but trouble is brewing for the stock. Let's look at why investors should be cautious of SBUX… and four red flags to avoid with consumer stocks.
Yet one of the biggest investing problems hasn’t changed: By the time a great investment looks obvious, the largest gains may already be over.
In this free guide, we reveal the biggest edge you can have as an investor. Plus, give you six principles for finding great stocks early.
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