Ranked #1 podcast on iTunes financial/business.
Frank cuts through the mainstream noise to reveal what’s really moving these markets.
The S&P 500 is near a record, but the majority of its stocks trade at least 10% below their highs. Here's why that's an opportunity, three sectors to buy, one to avoid, and what to watch into year-end.
Alphabet (GOOG) just locked in nuclear power for the next two decades, yet uranium stocks are still trading near their lows. Here's why the deal could be the spark the sector needs, and 2 stocks to watch.
Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the market… OpenAI's insane valuation… Is Disney (DIS) finally turning things around? … And more.
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.
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.
Big Tech is spending hundreds of billions in AI… and the bond market is growing more reluctant to absorb the massive debt without demanding higher yields. And this issue could quickly spread to equities.
President Trump's investment accounts bought hundreds of stocks… the day before his tariff pause sent the market soaring. The bigger lesson goes beyond politics; it's about how politics move markets. Here's what investors should watch next.
The market thought AI spending had peaked. Big Tech earnings just proved otherwise. With CapEx accelerating and demand surging, the opportunity is expanding. Here's what the numbers reveal—and where investors should be looking next.
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.
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.
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.
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?
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?
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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