The easy AI hyperscaler trade is over
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.
4 screaming buys—and 2 stocks to avoid
The USAID drama… When will gold stocks catch up to gold prices? … Stocks to buy vs. avoid: An IoT name, an automaker, a candy stock, and a restaurant chain… Alphabet's (GOOG) pullback… And a trade on the DeepSeek pullback.
This social media stock could triple from current levels
The best president for crypto? … The latest GDP data… Alphabet's (GOOG) earnings… This social media stock could soar… Should you buy this telecom stock? … AMD (AMD) vs. Nvidia (NVDA)… And is Ford (F) finally a buy?
What a ‘breakup’ would mean for Google
On Tuesday, the DOJ indicated its concerns about Alphabet's (GOOG) monopoly status… and recommended breaking up the tech giant as an "antitrust remedy." What exactly would this mean for Google… and for investors?
Did HBO just reveal Bitcoin’s creator?
The jobs data is just weird… What to watch this earnings season… Will AI change the world? … What a "breakup" would mean for Alphabet (GOOG) … Did HBO uncover Bitcoin's creator? … And buy this asset manager.
Oil is surging for the wrong reasons
Will the dockworkers' strike help Powell? … Today’s market vs. the dot-com bubble… The new poster child for bad buybacks… Is AI demand slowing? … Oil is surging for the wrong reasons… And will Bitcoin hit $5 million?
Is the Fed lying… or clueless?
Is the Fed lying about interest rates? … Tesla's (TSLA) turmoil… Is the electric vehicle (EV) market dead? … Disney (DIS) vs. Peltz… Levi's (LEVI) strong earnings… And will we have to start paying for Google searches?
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