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.
These sectors could be the next ‘Trump trades’
Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.
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.
The AI bubble debate: What investors need to know
Is AI in a bubble? … Is Netflix (NFLX) a buy? … Galaxy Digital's (GLXY) best quarter ever… Travis Kelce's Six Flags (FUN) investment… The surges in Beyond Meat (BYND) and Apple (AAPL)... And DigiPower X's (DGXX) hedge fund love.
The real winner of Google’s monopoly ruling
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.
Did Apple miss the AI boat?
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.
This biopharma stock is a SCREAMING BUY
Buy this biopharma stock NOW. Plus, why Apple (AAPL) popped after Tim Cook's White House visit… Does Galaxy (GLXY) have more upside? … Stocks to watch: A beloved chain and three AI companies… And a social media trade.
AI is threatening this popular business model
Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy.
The real AI play no one is talking about
Investors are ignoring this critical AI play… How to profit from Trump's "big, beautiful bill"… Alphabet (GOOG) is raising the AI bar… Apple's (AAPL) costly Fortnite misstep... Can Sam Altman be trusted? … And why solar stocks are plunging.
Apple vs. Google Search—what’s really at stake?
Apple (AAPL) could drop Google Search—is Alphabet (GOOG) in trouble? Plus, don't count on rate cuts… Trump's tariff plan… 2 beaten-down stocks poised for a comeback… Investors should be piling into this sector… Buffett's retirement… And how to play crypto.
Don’t let the rally fool you: Why it’s not time to buy everything
Now that the market is rallying, it might be tempting to buy everything in sight… But now is not the time to go all in. Let's talk about why you should remain cautious… and how to invest wisely.
What’s behind the post-Fed meeting rally?
Why the markets rallied following the Fed meeting… An investing lesson from Five Below (FIVE)... A small cap to watch… Apple's (AAPL) streaming loss… Watch for these 3 earnings reports… Crypto's price swings… And how to play rising gold prices.
A paradigm shift in the oil sector = a major growth story
The perfect environment for big banks… Should you follow Buffett in selling Bank of America (BAC) and Apple (AAPL)? … What to do with UnitedHealth Group (UNH)… Becoming a crypto millionaire in 2025… And Trump isn't bad for oil.
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