Why surging AI capex is great for investors—and AI stocks to buy on the pullback. Plus, Trump's coal EO… Is McDonald's (MCD) a buy? … Should you follow Ackman into Meta (META)? … And a data center pure play.
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.
Why is the market punishing Kevin Warsh's nomination? Plus, value is outperforming growth… What to expect when Strategy (MSTR) reports tonight… Earnings for Alphabet (GOOG) and AMD (AMD)... And Disney's (DIS) big CEO mistake.
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.
Venezuela's sudden return to the headlines isn't about overnight oil supply. Here's what it means for the energy market, inflation, and volatility… and how investors can play the situation.
These stocks will thrive on Trump's new budget. Plus, Energy Secretary Wright's speech… A metric more important than valuation… Are Gap (GAP) and Nike (NKE) buys?... And a heavyweight investor just took a huge position in this retailer.
This stock has been a black eye for years—but it’s about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI.
Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.
When the yield curve steepens, specific sectors have historically outperformed. This article explains why that happens… and highlights three sectors that tend to benefit in the following 6–12 months.
Bitcoin (BTC) is getting close to a bottom—and a simple trade to profit. Plus, Jim Cramer and big banks… Why Netflix (NFLX) won't win the Warner Bros. (WBD) bid… Disney's (DIS) "power" move… And power stocks to buy on the…
Michel Amar, CEO of DigiPower X (DGXX), breaks down the stock's incredible six-month rise… how the company's Supermicro (SMCI) partnership will drive massive growth… and why DGXX's market cap could soar from $250M to over $2B.
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.
Last week, we held our first-ever Curzio One Wealth Forum. It was two days of direct access, real conversations, high-level networking, and private deal-making. Here are some of the biggest investment themes and standout moments from the event.
