Read the signs.
Beat the market.

The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.

AI Supercycle Capex

We’re at the start of an AI ‘supercycle’

Cisco's (CSCO) earnings show AI is in a new "supercycle." Plus, Cerebras (CBRS) is cheap, even at 100x sales… The real estate market is scary right now… Gamestop's (GME) bid for eBay (EBAY)... And a trade on surging stablecoin adoption.

Iran War

Is a ceasefire with Iran on the horizon?

U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership.

Netflix

Netflix is a screaming buy—thanks to politics

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge.

One of the only AI pure plays in the market

There aren't many AI pure plays—this is one of them. Plus, inflation is officially here: Stocks to avoid… Is Circle (CRCL) a buy on its pullback? … The Bullish (BLSH) IPO… And a trade on surging data storage demand.

Artificial intelligence

The hands-down best way to play the AI growth trend

The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock.