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The AI Story Is Changing ā And So Will the Market Leaders
In todayās Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
Copperās Mixed Signals Are Your Next Big Opportunity
Letās make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPECā¦ what will it mean for volatility?ā¦ POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenuesā¦ will it…
The Biggest AI Story You Missed
Claudeās Mythos causes cybersecurity stocks to tankā¦ the quantum threat to online security is coming fastā¦ how Jonathan Rose is playing itā¦ has the energy…
Tesla Vs. Vertiv ā Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday ā and in doing so, revealed exactly where investors are still getting AI…
What This Week’s Earnings Really Tell Us 91¶¶Ņõ AI
Iran talks stall and oil climbsā¦ the real question inside Big Tech earningsā¦ why the Mythos breach changes thingsā¦ and what it means for your…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply ā¦ AWS logs its fastest growth in four years ā¦ Meta beats but pulls back 10% ā¦ and…
Gold or Silver ā Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibriumā¦ Luke’s case for a silver melt-upā¦ Eric’s case for goldā¦ the fiscal disorder fueling the longer-term betā¦ so, which…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply canāt see. Today, Keith Kaplan takes that…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The āPowell Eraā Ends with a Divided Fed
Powell’s final actā¦ more of the āwait and seeā approachā¦ the Warsh Fed takes shape ā¦ why the balance sheet matters more than the interest…
AI Trading Signals Are Solving the Market’s Data Problem
AI trading signals turn massive market data into actionable trades ā 200-plus patterns, one streamlined strategy.
What AI Sees in the Market That You Donāt
In my experience, the investors who do best are the ones who can cut through that noise and focus on the signals that tend to…
This AI Spots Winning Trade Patterns Before You Can
In todayās essay, Keith explains how his AI system came together, and how itās turning an overwhelming amount of information into a surprisingly simple, actionable…
Humans Canāt Spot These Stock Market Signals ā But AI Can
Every investing edge begins the same way: with the ability to see what others miss. History is full of moments when the right insight was…
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You 91¶¶Ņõ
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks ā reshaping timelines and boosting quantum stocks.
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
Donāt Let a Divided Federal Reserve Distract You From the Next Wave of AI
āI wonāt see you next time.ā Thatās how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
Bespoke Co-Founder Reveals His āTriple Playā Stocks
My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure Iām not dreaming. To explain…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet ā and orbital compute: the next frontier of AI infrastructure.
Software Stocks Are Cracking. Is Your Portfolio Exposed?
Software used to be the marketās golden child. At one point, those companies looked untouchable. Then the world changed.
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