Wall Street is hedging AI while traders bet on a rebound
Wall Street is hedging AI with credit default swaps while traders pile into a 3x chip ETF. Here's what it means and how to position.
The hidden leverage crisis behind the AI selloff
Some of the strongest AI companies kept delivering solid results while their stocks collapsed. The missing piece was leverage. Here's how margin calls and forced selling overwhelmed fundamentals—and where the selloff may be creating opportunity.
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%.
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.
Big Money is pouring into UNH—should you join?
Is UnitedHealth Group (UNH) a buy as Buffett scoops up shares? Plus, Bitcoin's surge... Walmart's (WMT) wild premium… A housing play hedge funds love… An undervalued tech stock… And the secret to surviving the AI revolution.
Powell just gave investors a reason to worry
What Powell said to tank the market… Powell vs. Trump: A battle of egos… This logistics company is sounding an economic alarm… Is UnitedHealth Group (UNH) a buy? … Netflix's (NFLX) earnings… And should you follow Ackman into Hertz (HTZ)?
Will there be a DOGE dividend?
Trump and Musk's Hannity interview… A DOGE dividend? … Is Walmart (WMT) a buy? … Should you follow Ackman into Nike (NKE)? … Look at these small caps for outperformance… And a great trade on the world's biggest gambling market.
Should you follow David Tepper into China?
The CPI data proves inflation is back… Why Coca-Cola (KO) is garbage... Rate cuts are off the table for 2025… This growth stock is upending the trillion-dollar loan business… Strategy's (MSTR) rebrand… And David Tepper's China trade.
Why this uranium bull market has way more upside
This asset manager is wrong on China… AI's next phase will be massive… Can you trust OpenAI after its sneaky move? … Two auto stocks to watch… A game-changer for uranium… And a trade on a left-for-dead AI play.
The GameStop saga proves the market is rigged
The GameStop saga is shining a light on the power imbalance in the stock market… Plus, why the stock could hit $100 within a year.
Don’t buy this popular growth stock
Avoid this growth stock… Are Kohl's and Cracker Barrel buys? … Why CAVA Group is soaring… Own this stock over Disney… A major trend unfolding in the oil patch… And follow a hedge fund into this turnaround story.
The world’s greatest investors are pouring into these stocks
Curzio's own Genia Turanova shares why this market has more upside... but why you should hedge against risk... Plus, how to find income in a low-rate world... and a couple of her favorite ideas right now. Then, as hedge funds…
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