What's really moving these markets

Should you buy stocks during the Iran War?

Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%.

This could cause the death of the stock market

Why algorithms could kill the stock market. Plus, why Nvidia (NVDA) fell after great results… Salesforce's (CRM) $50 billion buyback… Is IMAX (IMAX) a buy after earnings?... And a great entry point in an industry leader.

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.

Why strong earnings aren’t saving tech stocks

Tech leaders like Alphabet (GOOG) and AMD (AMD) are beating expectations and raising guidance… Yet, their stocks are getting absolutely smoked. Let's look at 3 forces dragging down AI tech trades right now… and where to look instead.

The Fed is dropping the ball on AI

Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.

Big Tech

Is the Mag 7 trade falling apart?

Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.

Google’s new chips: Is Nvidia in trouble?

Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026.

AI

NVDA just debunked the ‘AI bubble’ myth

Nvidia's (NVDA) earnings: Key takeaways. Plus, investing in collectibles… This energy infrastructure play is a steal… Time to throw in the towel on Target (TGT)? … 13Fs… The downside of Berkshire's (BRK.A) balance sheet… And an ecommerce dumpster fire.