IBM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.
Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America!
These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market.
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more.
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha.
John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.
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.
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?
BluEnergies (BLUGF) CEO Craig Steinke on why Big Oil is rushing into West Africa… the company's "multibillion-barrel" opportunity, legendary leadership, and TotalEnergies (TTE) partnership… And catalysts for the stock over the next 12 months.
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.
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.
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 PPI came in hot: What it means for interest rates… Why the market NEEDS a rate cut… Key takeaways from Nvidia's (NVDA) GTC conference… Is NVDA a buy at current levels? … And the latest massive tech layoffs.
