Is AI in a bubble?
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.
The AI payoff Wall Street has been waiting for is finally here
Big Tech has spent hundreds of billions building AI infrastructure. Now, cloud revenue is surging across Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOG)… providing some of the clearest evidence yet that AI spending is beginning to pay off.
7 pick-and-shovel plays on the AI gold rush
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.
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.
How DigiPower X’s $1B Cerebras deal is powering execution
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.
The race to build an escape route around Hormuz
Iraq is studying a new western oil corridor that would bypass the Strait of Hormuz and deliver crude directly to the Mediterranean. The project remains years away—but it reveals where billions in energy infrastructure investment could flow next.
The bond market is sending Big Tech a warning
Big Tech is spending hundreds of billions in AI… and the bond market is growing more reluctant to absorb the massive debt without demanding higher yields. And this issue could quickly spread to equities.
Oil is quietly breaking out to the upside
What's behind oil's strong start to 2026? Plus, OpenAI vs. Anthropic… Polymarket bets: The second coming of Jesus? … Is Walmart (WMT) a buy at all-time highs? … Be cautious of Carvana (CVNA)... And an AI infrastructure play.
Google vs. Nvidia: Who will win the AI chip battle?
Alphabet's (GOOG) AI chips are gaining traction—the first real challenge to Nvidia's (NVDA) dominance. Here's what this shift means for the AI trend… and which companies will benefit the most as the AI chip war escalates.
Small caps are back—and the setup has never looked better
Small-cap stocks are finally set to break out—and these five powerful tailwinds could send them soaring. From falling interest rates to crypto and energy innovation, here's why now is the time to load up on small caps.
A $68 trillion opportunity for retail investors
Trump's tariff announcement will be good for the market… Larry Fink on government debt, social security, a $68 trillion opportunity, and the AI "bubble"... How the NewsMax IPO stuck it to Wall Street… And the future is bright for tokenization.
Will we see more interest rate hikes this year?
Why the Fed could start hiking rates again soon… Sam Bankman-Fried will get a hefty sentence—but it won't stick… And the collapse of the Francis Scott Key Bridge will send serious shockwaves throughout the economy.
This AI play could boom
Is Frank changing his bearish tune on Disney (DIS)? … A major geopolitical risk to watch out for… This AI play has way more upside… 2 stock watchlists as we wait for rate cuts… And Tucker Carlson's interview with Putin.
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