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The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting 鈥� and which companies benefit most.
3 Stocks to Buy Immediately, According to AI
Over the past year, you鈥檝e seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
Two More Stocks to Buy Immediately,聽According聽to AI聽
I鈥檒l聽feature two new top stocks in today鈥檚 update. And as a bonus,聽I鈥檒l聽let you know (at the end) which of the three picks from last week…
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You 91抖阴
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Street鈥檚 smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
What This Week’s Earnings Really Tell Us 91抖阴 AI
Iran talks stall and oil climbs鈥� the real question inside Big Tech earnings鈥� why the Mythos breach changes things鈥� and what it means for your…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints 鈥� power, cooling, and scale 鈥� creating a massive new investment opportunity.
What Anthropic鈥檚 Latest Model Signals for Investors
In today鈥檚 Smart Money, let鈥檚 examine the latest AI developments that are leading the push toward AGI. Then, I鈥檒l share my three-part investment strategy you…
Copper Demand Isn鈥檛 Slowing 鈥� It鈥檚 Accelerating
The short-term story for copper is simple; demand is growing faster than expected, supply is growing slower than expected, and the market is already slipping…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough 鈥� boosting infrastructure stocks while putting SaaS business models at risk.
Stocks to Buy As the War Pauses
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals 鈥� and a major reset may be coming soon.
Are You Invested in AI鈥檚 鈥淪ecure Elite鈥�?
A new twist in the K-shaped economy鈥� why Luke Lango says the Iran war will widen the K鈥檚 spokes鈥� a new divide emerging inside AI…
The New Weapon Changing Warfare (and Markets)
In today鈥檚 Market 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you…
Why the Best Opportunities Are Off the Beaten Path
In today鈥檚 issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have,…
Rate Hike Odds Top 50% 鈥� And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle鈥� OpenAI kills Sora as AI monetization wobbles鈥� private credit investors race for the exits鈥�…
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline 鈥� June 30 鈥� could force long-hidden problems into the open. That鈥檚 when certain…
What Kind of Easter Egg Hunt Are You In?
In today鈥檚 guest essay, Brian shares one of his favorite investing lessons, starting with a story you probably know well: the time Blockbuster passed on…
Three Stocks to Buy as Investors Flee This $3 Trillion 鈥淪hadow鈥� Market
Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…
The Private Credit Time Bomb Is Ticking
Private credit risk is rising fast. Here’s why the $3 trillion ‘shadow’ banking market could threaten stocks 鈥� and how to prepare.
The $3 Trillion Market More Investors Are Starting to Worry 91抖阴
In today鈥檚 Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market 鈥� often referred to as the 鈥渟hadow banking…
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