Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge.
Why surging AI capex is great for investors—and AI stocks to buy on the pullback. Plus, Trump's coal EO… Is McDonald's (MCD) a buy? … Should you follow Ackman into Meta (META)? … And a data center pure play.
3 small caps for 2026: A data center play… A company tokenizing gold… And a public safety stock ready to surge. Plus, what could crash the market in 2026… Truflation… Rare earth stocks… And much more.
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.
World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail.
Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.
Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026.
The markets have pulled back over the past few weeks… But under the surface, the setup is actually quite bullish. Here are the three forces creating one of the most attractive market setups in years.
Best moments from our inaugural conference: Hyperscalers are in dire need of power… How it feels to get "Bolawrapped"... Wonder Woman's stunt double… From biotech to luxury candy: Deals for One members… And how to join Curzio One.
Snap (SNAP) is soaring—and there's much more upside. Plus, Mamdani's win: How Democrats won over young voters… What Tapestry's (TPR) results prove about consumers… Caterpillar (CAT) is now an AI play? … And a beaten-down retailer poised for a bounce.
Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move.
The media is panicking over the government shutdown—but history shows it's actually one of the best times to buy. Here's how smart investors are positioning themselves during the shutdown.
What history says about the government shutdown—and how to invest. Plus, why gold and Bitcoin are surging… Is Ford (F) a buy? … Forget Nike (NKE)—buy this stock instead… CoreWeave's (CRWV) latest deal... And BlackRock's (BLK) energy investment.
