What's really moving these markets

Is AI in a bubble?

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.

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 Fed’s latest move will send stocks surging

The Fed just pulled a surprisingly bullish move. Plus, OpenAI sexbots… Trades on the China trade war… The government shutdown… A strong buy in regional banking… The government's $15B crypto seizure… And a big bank with a Trump tailwind.

Bubble

Are stocks in a bubble?

Ignore the fearmongers—the market is NOT in a bubble. Plus, big bank earnings… How Trump is fighting back against China's monopoly… The Trump investing playbook… And should you follow big money into crypto?

The AI energy crisis is here

In our first-ever LIVE episode, Frank and Daniel reveal several stocks to play the AI energy crisis. Plus, will the government take more equity stakes? Are battery storage companies good investments? And is Oklo Inc. (OKLO) a good short?

The market is near all-time highs—is a crash coming?

Is a market crash imminent? Plus, Disney's (DIS) Kimmel debacle… An energy stock to buy… The CoreWeave (CRWV) short thesis... Why Micron (MU) is pulling back… Starbucks' (SBUX) closures… A play on lower rates… And is CarMax (KMX) a buy?

2 ways to play the AI energy crisis

AI is sending energy demand surging—and our grid can't keep up. The situation is creating a looming energy crisis. We dig into the alarming numbers… and share two sectors poised to reap the greatest rewards.

AI

AI is crushing this established sector

These stocks are quickly falling prey to AI. Plus, are more interest rate cuts coming? … Jimmy Kimmel's firing… Intel's (INTC) undeserved lifelines… Is StubHub (STUB) a buy after its IPO flop? … And a trade on a prior winner.