The easy AI hyperscaler trade is over
For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.
For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.
What Alphabet (GOOG) and Microsoft's (MSFT) record results say about AI's real ROI. Plus, why Powell spooked the market… Is Meta's (META) pullback a buying opportunity? … And a SCREAMING BUY in the healthcare sector.
The Powell vs. Trump fight is heating up… And the Treasury is pulling strings to circumvent the Fed. Plus, our GDP forecast… Big Tech earnings… 2 "boring" stocks to buy… And is the 60/40 portfolio dead?
How to profit from the GENIUS stablecoin bill. Plus, why isn't Powell cutting rates? … The Iran conflict: Why we could see $100 oil—and which sectors will suffer… Altman vs. Zuckerberg… And the No. 1 way to profit from AI.
The narrative around artificial intelligence has been shaky in recent months. But blockbuster earnings from Meta (META) and Microsoft (MSFT) prove that the AI growth story is alive and well. Let's dive into the numbers.
Trump is deflecting blame for the market crash… A silver lining in the China-USA trade talks… What Meta (META) and Microsoft's (MSFT) earnings say about AI… What the Circle IPO means for crypto… And a great trade on market volatility.
Right now, the stock market doesn't feel like a place to invest—it feels like a place to gamble. What are retail investors to do? Here's how to stack the odds in your favor… and 4 stocks poised to thrive.
Is Meta (META) a buy? … Musk's $10 trillion Tesla (TSLA) claim… What Microsoft's (MSFT) earnings prove about the market… Several stocks to buy… This tech giant is turning things around… And Trump's funding freeze creates a great trade opportunity.
The perfect environment for big banks… Should you follow Buffett in selling Bank of America (BAC) and Apple (AAPL)? … What to do with UnitedHealth Group (UNH)… Becoming a crypto millionaire in 2025… And Trump isn't bad for oil.
A volatile January… Nvidia's (NVDA) CEO is wrong about this sector—2 stocks to watch… Meta's (META) business changes… Will Trump be bad for oil? … A rising dollar would be bad for stocks… And trade this premium growth company.
Is Meta (META) a sell? … Is Microsoft (MSFT) a buy? … This stock's earnings are a warning… Chipotle's (CMG) recipe for disaster… The new Starbucks (SBUX) CEO is f***ed… And buy this semiconductor stock on the pullback.
It's Nvidia's world, and we're all living in it… Why short sellers are targeting this tech stock… Steer clear of Intel… Why this rate cut cycle is different… China is in a lot of trouble… And is Meta a buy?
Meta's (META) impressive earnings report highlights its status as one of the best stocks in the market. Here's an overview of Meta's remarkable growth runway… and why this stock should be in every investor's portfolio.