Is a market crash imminent? Plus, Disney's (DIS) Kimmel debacle… An energy stock to buy… The CoreWeave (CRWV) short thesis... Why Micron (MU) is pulling back… Starbucks' (SBUX) closures… A play on lower rates… And is CarMax (KMX) a buy?
AI spending is out of control—and it’s creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader.
AI is sending energy demand surging—and our grid can't keep up. The situation is creating a looming energy crisis. We dig into the alarming numbers… and share two sectors poised to reap the greatest rewards.
Total addressable market (TAM) is the key to finding the market's next big winners. Here's why TAM matters more than traditional metrics—and how investors can spot companies with massive growth potential before the crowd catches on.
These stocks are quickly falling prey to AI. Plus, are more interest rate cuts coming? … Jimmy Kimmel's firing… Intel's (INTC) undeserved lifelines… Is StubHub (STUB) a buy after its IPO flop? … And a trade on a prior winner.
Why the Fed doesn't care about inflation—for now… and how it's creating a goldilocks environment for asset prices. Plus, President Trump wants semiannual reporting—is it a good idea? … And the CoreWeave (CRWV)/Nvidia (NVDA) deal.
Markets are soaring despite hotter-than-expected CPI data. Why? Because the latest jobs data revision is forcing the Fed into interest rate cuts. Here's what it means for your portfolio.
A look at the latest CPI data—and what's driving the market rally. Plus, the coming AI energy crisis… The Dicks (DKS)/Foot Locker (FL) deal… Surging IPOs benefit this sector… And is this company the next Strategy (MSTR)?
Why the Fed MUST start lowering rates. Plus, a software stock's stunning guidance… The key to finding the best growth stories... Beaten-up gold stocks poised to shine… And our upcoming live event on the AI energy crisis.
Alphabet (GOOG) scored a victory in its monopoly case, but Apple (AAPL) was the real winner. Thanks to the ruling, Apple has a $25 billion annual tailwind… yet investors are overlooking it.
Warren Buffett is one of the greatest investors in market history… But according to Buffett, the credit for his success goes to a simple piece of advice from Charlie Munger. Here's how to implement it in your own portfolio.
Why the market is up on the weak ADP report. Plus, should politicians be able to trade stocks? … Is Salesforce (CRM) a buy? … Catalysts for crypto and tokenization… And cash in on the disconnect in this crypto's price.
Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC).
