The bond market is sending Big Tech a warning
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.
The Trump trade just became impossible to ignore
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.
Is Bitcoin close to a bottom?
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!
Wall Street was wrong on AI spending
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.
Big Tech earnings: The winners and losers
The best and worst of the Mag 7 earnings. Plus, 2 stocks to profit from the AI power crisis… Starbucks' (SBUX) turnaround… Eli Lilly (LLY) is going back to a $1 trillion market cap… And Powell's final press conference.
Amazon will surge 100% within 18 months
Amazon’s (AMZN) market cap is poised to double. Plus, can Bitcoin (BTC) help reopen the Strait of Hormuz? … An energy stock set to soar… Meta’s (META) new AI model… And 3 big winners from CoreWeave’s (CRWV) latest AI deal.
This megacap is a steal at current prices
This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller.
Everyone’s watching rates—but they’re missing the real Fed signal
Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate.
Altman warns of an AI bubble—should you worry?
Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back.
Speculation is at record highs—but don’t panic
What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall.
The ultimate Trump watchlist: 11 stocks primed for gains
These 11 stocks are poised to thrive under the Trump Administration—including tech, ecommerce, and banking giants… a stock with a nearly unlimited total addressable market… and two stocks that could easily double within two years.
How ‘Bit bonds’ could disrupt the market
Are Trump's tariffs done for? … Nvidia's (NVDA) earnings... What are 'Bit bonds'? … Bitcoin 2025… Tokenization… Never sell your Bitcoin—do this instead… Is Salesforce (CRM) a buy? … Amazon (AMZN) should acquire this retailer… And buy this beaten-down stock.
Tariffs are a major tailwind for this sector
Tariffs are a catalyst for these stocks… Time to buy China? … Why gold is rising… Did MicroStrategy buy Bitcoin's top? … Gensler's abuse of power… Is it time to sell Dick's (DKS)? … And small-cap energy stocks to watch.
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