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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.
Here's what would derail the AI train. Plus, why markets are hitting new highs… AI vs. the dot-com bubble… Palantir (PLTR) just proved our AI power thesis… And why Bitcoin (BTC) could hit new highs this year.
The market thought AI spending had peaked. Big Tech earnings just proved otherwise. With CapEx accelerating and demand surging, the opportunity is expanding. Here's what the numbers reveal—and where investors should be looking next.
The best and worst of the Mag 7 earnings. Plus, 2 stocks to profit from the AI power crisis… Starbucks' (SBUX) turnaround… Eli Lilly (LLY) is going back to a $1 trillion market cap… And Powell's final press conference.
The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAI piece.
Important advice for Tesla (TSLA) shareholders. Plus, Kevin Warsh's hearing… 3 AI winners with way more upside… A lesson from Avis (CAR) on shorting stocks… Boeing (BA) is going to $300… And a rare opportunity to buy a monopoly.
Forget rate hikes—the Fed could cut 3 times this year. Plus, what drove the market to its all-time high? … Taiwan Semi's (TSM) earnings… Broadcom (AVGO) & Meta's (META) partnership… An earnings trade on a beaten-down SaaS stock... And more.
Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)?
Levi's (LEVI) just delivered strong results… But there's a bigger story under the surface. LEVI's earnings highlight a shift that's quietly putting pressure on traditional retailers… and creating new opportunities for investors.
The market just delivered one of its most extreme moves in years. But it wasn't driven by fundamentals. Here's what caused it, what it signals about expectations, and how investors should position from here.
The latest developments in Iran are a major blow to the energy market. Plus, Powell's press conference…. Why is gold selling off? … Meta (META) is ditching the metaverse… And why is Micron (MU) pulling back after blowout results?
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%.
What investors need to know about the Strait of Hormuz… and stocks to buy as the Iran War drags on. Plus, Broadcom (AVGO) earnings … Target's (TGT) turnaround… Is Best Buy (BBY) a buy? … And a private equity trade.
