Space Exploration Technologies' (SPCX) IPO—and the hyperscaler to buy instead. Plus, CoreWeave (CRWV) should be over $100… 2 AI stocks poised to double… Should you buy Netflix (NFLX) on this selloff? … And looking for dividends? Check this sector.
After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium renaissance"... and how to benefit from this long-term secular trend.
Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move.
The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more.
The winners and losers of the GLP-1 craze. Plus, what it takes to be a great stock analyst… Be cautious of this power stock—and one to buy instead… And why baseball sucks.
AI needs far more electricity than America's power grid can deliver. Bank of America sees a 100GW+ power shortfall developing over the next five years. Here are six stocks we're watching across the AI power trade.
Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds?
AI is this century's gold rush—and the biggest fortunes will once again go to the companies selling the "shovels." These seven sectors are providing the energy and infrastructure to power the AI boom.
Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.
The world's biggest oil companies are draining reserves faster than they're replacing them. That creates a powerful second-order trade: the frontier explorers that Wall Street has largely ignored until now.
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.
Global oil inventories are approaching a critical operating floor just as disruptions hit the Middle East, Russia, and Europe. Here's why the world's supply cushion is getting dangerously thin—and what investors should watch next.
The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?
Yet one of the biggest investing problems hasn’t changed: By the time a great investment looks obvious, the largest gains may already be over.
In this free guide, we reveal the biggest edge you can have as an investor. Plus, give you six principles for finding great stocks early.
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