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)?
Amazon’s (AMZN) market cap is poised to double. Plus, can Bitcoin (BTC) help reopen the Strait of Hormuz? … An energy stock set to soar… Meta’s (META) new AI model… And 3 big winners from CoreWeave’s (CRWV) latest AI deal.
Is Iran planning to reopen the Strait of Hormuz? Plus, the Artemis II… Trump's address to the nation… Ely Lilly's (LLY) GLP-1 pill… Don't bet against Tesla (TSLA)... Private equity pain… AI-driven layoffs… And CoreWeave's (CRWV) historic deal with Meta…
Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge.
The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.
Will tokenization lower mortgage rates? Plus, the Strait of Hormuz impacts more than oil… The worst management team ever… This under-the-radar stock will surge on Apple's (AAPL) latest news… And an AI leader trading like a value stock.
U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership.
The market is still betting on rate cuts. But inflation remains elevated, and energy disruptions are adding new pressure. If cuts don't come, it spells trouble for the market. Here's what you need to know.
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?
Iran is painting President Trump into a corner. Plus, from fertilizer to oil: these stocks will soar as the Iran conflict drags on… A sporting goods stock to buy—and one to avoid… And an AI infrastructure play with incredible growth.
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%.
The escalating Iran conflict is disrupting global energy markets—but the ripple effects extend far beyond oil. From airlines to agriculture, several sectors are already reacting. Here's what investors should know as the situation unfolds.
