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.
Why is the market punishing Kevin Warsh's nomination? Plus, value is outperforming growth… What to expect when Strategy (MSTR) reports tonight… Earnings for Alphabet (GOOG) and AMD (AMD)... And Disney's (DIS) big CEO mistake.
Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.
Will Trump take a stake in this uranium stock next? Plus, this commodities bull market is unlike any other… Trump's USA Rare Earth (USAR) stake… The Fed meeting could surprise the market… Starbucks' (SBUX) turnaround… And Boeing's (BA) upside.
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.
Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment?
These stocks will thrive on Trump's new budget. Plus, Energy Secretary Wright's speech… A metric more important than valuation… Are Gap (GAP) and Nike (NKE) buys?... And a heavyweight investor just took a huge position in this retailer.
Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.
Key takeaways from the Fed meeting: Quantitative easing is back. Plus, Disney's (DIS) OpenAI partnership… Why Oracle (ORCL) is tanking… Steve Eisman on what could shrink AI demand… And 3 reasons this small AI stock is poised to surge.
Interest rates are going down—regardless of the Fed… and these 3 sectors will profit as bond yields steepen. Plus, 2 housing stocks to buy… The real winner in Trump's China chip deal… And the Warner Bros. (WBD) bidding war.
Bitcoin (BTC) is getting close to a bottom—and a simple trade to profit. Plus, Jim Cramer and big banks… Why Netflix (NFLX) won't win the Warner Bros. (WBD) bid… Disney's (DIS) "power" move… And power stocks to buy on the…
