What's really moving these markets
AI bubble

Altman warns of an AI bubble—should you worry?

Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back.

U.S.-Japan

Winners and losers of the U.S.-Japan trade deal

The Japan trade deal will benefit these companies. Plus, is General Motors (GM) a buy? … Get exposure to these power plays… Can Coca-Cola (KO) keep raising prices forever? … And "boring" names that belong in your portfolio.

Nvidia

Did you miss the boat on Nvidia?

Nvidia (NVDA): The world's greatest company… Plus, the division in Big Tech… Why Hims & Hers Health (HIMS) is plummeting… Is Micron Technology (MU) a buy? … Iran and oil… A trade on an EV stock… And Nike's (NKE) earnings.

Why biotech is about to see M&A heat up

An M&A wave is coming in biotech. Plus, the U.S. vs. China: Who needs a deal more? … The Fed’s B.S. move… Time to buy small caps? … Buy these cryptos… And the next CoreWeave (CRWV)?

AI Energy

The real AI play no one is talking about

Investors are ignoring this critical AI play… How to profit from Trump's "big, beautiful bill"… Alphabet (GOOG) is raising the AI bar… Apple's (AAPL) costly Fortnite misstep... Can Sam Altman be trusted? … And why solar stocks are plunging.