Why the Fed should raise rates by 50 basis points next week. Plus, rising yields will crush stocks… The coming pullback will be a buying opportunity… Will AI "kill us all"? … And Robinhood's "tokenization" efforts.
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.
AI demand remains incredibly strong. But as Big Tech's spending overwhelms its free cash flow, more of the buildout is being financed with debt… just as borrowing costs are rising. Here’s what investors need to watch.
The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.
Big Tech is preparing to spend more than $1 trillion a year on AI infrastructure. But the power needed to bring those projects online is in short supply. Companies sitting on power capacity could hold a major advantage.
One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.
A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.
Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already…
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.
Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed doesn't directly control. Here's why the 10-year Treasury may be the market's most important number.
The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us.
Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.
Everyone's calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
