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.
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.
Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin.
Trump's speech to Congress… Tariffs will be short-lived… Today's ADP report… What would cause the Fed to cut rates? … The market selloff will end soon… This week's crypto summit… The biggest catalyst for Bitcoin… And why is natgas rising?
Economists are WRONG about a recession… Don't count on the Fed to cut rates… Which companies will benefit as natural gas prices surge… The latest earnings results from big banks… And how to play the uranium bull market.
