What's really moving these markets
AI Supercycle Capex

We’re at the start of an AI ‘supercycle’

Cisco's (CSCO) earnings show AI is in a new "supercycle." Plus, Cerebras (CBRS) is cheap, even at 100x sales… The real estate market is scary right now… Gamestop's (GME) bid for eBay (EBAY)... And a trade on surging stablecoin adoption.

China

Trump’s trip to China: These stocks will benefit

How to profit from Trump's latest overseas visit. Plus, CPI takeaways… Data centers just caught Wall Street off guard in a big way… DigiPower X (DGXX) has more room to run… Cerebras' IPO… And will the Clarity Act finally pass?

Big Tech earnings: The winners and losers

The best and worst of the Mag 7 earnings. Plus, 2 stocks to profit from the AI power crisis… Starbucks' (SBUX) turnaround… Eli Lilly (LLY) is going back to a $1 trillion market cap… And Powell's final press conference.

Tesla

If you own Tesla shares, you need to listen to this

Important advice for Tesla (TSLA) shareholders. Plus, Kevin Warsh's hearing… 3 AI winners with way more upside… A lesson from Avis (CAR) on shorting stocks… Boeing (BA) is going to $300… And a rare opportunity to buy a monopoly.

Rate cut

Will we get 3 rate cuts in 2026?

Forget rate hikes—the Fed could cut 3 times this year. Plus, what drove the market to its all-time high? … Taiwan Semi's (TSM) earnings… Broadcom (AVGO) & Meta's (META) partnership… An earnings trade on a beaten-down SaaS stock... And more.

Amazon will surge 100% within 18 months

Amazon’s (AMZN) market cap is poised to double. Plus, can Bitcoin (BTC) help reopen the Strait of Hormuz? … An energy stock set to soar… Meta’s (META) new AI model… And 3 big winners from CoreWeave’s (CRWV) latest AI deal.

Oil is plunging—are stocks in the clear?

Oil’s drop: What’s driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss’ (LEVI) major warning for big box stores… And Tesla’s (TSLA) risk/reward setup.

Strait of Hormuz

Will the Strait of Hormuz reopen soon?

Is Iran planning to reopen the Strait of Hormuz? Plus, the Artemis II… Trump's address to the nation… Ely Lilly's (LLY) GLP-1 pill… Don't bet against Tesla (TSLA)... Private equity pain… AI-driven layoffs… And CoreWeave's (CRWV) historic deal with Meta…

Is it finally time to buy Nike?

Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge.