Does Muse Make Meta an AI Contender?
Yesterday saw a monster move in Meta Platforms (META). META shares rose 11%, adding almost $200 billion in market cap. So, what got ...
Tag: AI
Uranium’s Favorite Stock Was Never Cheap… Now It’s Not Even Rising
Momentum is the only force in investing that can lie to you for a full year and never get caught. ...
The Mag 7 Are Great Businesses… But Is That Still Enough Today?
OpenAI and Anthropic really rattled the market with their calls over the weekend to slow down AI development. After all, so ...
The AI Alarm Bells Are Ringing… Here’s What Comes Next
Over the weekend, we heard two prominent voices calling for a slowdown in AI development. That alone isn’t particularly new ...
The “Other” Tech Sector Is Hiding in Plain Sight
You’ve heard me say this all year: “As goes tech, so goes the S&P 500.” And that’s not just because ...
A Blast From the Past
I’ve got some good news for you… and some bad news. The good news is that Iran and Oman have ...
The Gold is Still There!
Let’s start today with some good news: No one stole our gold! Senator Rand Paul just toured Fort Knox to ...
The WORST Way to Trade the AI Power Crunch
Here’s a number that will blow your mind: On average, ground is broken on a new hyperscale datacenter every two ...
AI Just Hit Its Next Bottleneck
Tech stocks absolutely killed it last week, taking virtually the entire stock market along for the ride. The State Street ...
The Market’s Best Defense Is Hiding in Its Scariest Neighborhood
I ran a defensive screener this morning before my coffee had even finished brewing. I knew what I was going ...
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