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鈥淲here鈥檚 the Beef鈥� in This AI Earnings Boom?
When earnings season rolls around, it鈥檚 my job to look past the distractions and answer one simple question: 鈥淲here鈥檚 the beef?鈥�
Don鈥檛 Get Distracted from the $22 Trillion AI Opportunity Ahead
Today, let鈥檚 keep our eyes on the road and follow the winding AI opportunity 鈥� from the jobs it will transform to the companies supplying…
AI鈥檚 Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That鈥檚 why it鈥檚 essential for investors…
Scarcity Is the New AI Trade
Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies…
These Shortages Could Fuel AI鈥檚 Next Winners
Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund 鈥� or a mountain of leverage 鈥� to profit from the AI Revolution. Tom Yeung lays out…
4 AI Stocks We Think Can Survive the Shakeout
After watching the spectacular rise 鈥� and equally spectacular collapse 鈥� of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual…
Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks
In today鈥檚 Smart Money, we鈥檒l look at why China鈥檚 latest development has rattled the semiconductor sector and what it means for investors. We鈥檒l look beyond…
Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
A New Reality for the AI Trade
Microsoft eases AI fears鈥� the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
Apple鈥檚 Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
聽Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers 鈥� edge silicon to connectivity 鈥� and the stocks at every level.
5 Takeover Targets for the AI Revolution
To show you why timing matters in the market, I鈥檒l walk you through five companies that look ripe to be bought. AI is redefining tech,…
The Investment Lesson Hidden in Spain鈥檚 1-0 Victory
The lesson of commitment and patience extends far beyond soccer. Success often belongs to those willing to endure uncomfortable stretches without abandoning the process. 蜜桃传媒s…
Kalshi鈥檚 Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
4 Signs a Company Is About to Be Destroyed by AI
In today’s guest essay, Jonathan walks through those four warning signs, what they could mean for investors today and where he believes new opportunities may…
The Fourth of July Investing Lesson Most People Miss
Today, millions of people now rely on the same Wall Street research… the same financial headlines… and increasingly, the same AI tools to tell them…
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
Solana Price Predictions: Where Will the SOL Crypto Go in 2024?
Solana price predictions are being talked about by crypto traders as they weigh the pros and cons of investing in the crypto this year.
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