Seeking catalyst driven opportunity
Listen to the audio version of this article (generated by AI). AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November 4 Last week, Elon Musk summed up the AI …
The biggest AI profits may no longer be flowing to the Magnificent Seven, but to the companies supplying them. Source: Oil and Gas Photographer / Shutterstock.com Listen to the audio version of this article (generated by AI). Hello, Reader. There is a common pattern in new technology cycles, …
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on …
A chipmaker with a brain-interface deal and a speculative research company. Listen to the audio version of this article (generated by AI). Editor’s Note: A big thanks to everyone who joined my colleague Jonathan Rose yesterday as he shared his approach to finding and trading …
This familiar basket of stocks is selling for less than the value of its holdings… Listen to the audio version of this article (generated by AI). Editor’s Note: Everyone loves a bargain, especially when it comes to the stock market. But what if you could …
This Week It was a slow week for data (no offense, PMIs), so markets were once again focused on the artificial intelligence (AI) trade and developments in the Iran conflict. AI stocks sell off as mega-cap earnings beats aren’t enough to offset costs concerns. We …
Listen to the audio version of this article (generated by AI). Editor’s Note: The U.S. and China are racing to establish a permanent presence on the Moon. And that could create some exciting opportunities for investors. You see, building and maintaining a lunar base will …
“He who lives by the crystal ball will eat shattered glass.” That’s an old Wall Street saying that Ray Dalio, founder of hedge fund giant Bridgewater Associates, likes to repeat. And after the way 2026 has unfolded, I think we can all appreciate it. Think …
Listen to the audio version of this article (generated by AI). Tom Yeung here with your Sunday Digest. When NASA began its space missions in the early 1960s, little thought was given to the food on board. Most missions only lasted a couple of hours, …
Listen to the audio version of this article (generated by AI). Imagine building a house where there are no roads, no hardware stores, and no power lines. Now imagine that every gallon of fuel, every part needed to build that house or replace a part …