Big Tech has spent hundreds of billions building AI infrastructure. Now, cloud revenue is surging across Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOG)… providing some of the clearest evidence yet that AI spending is beginning to pay off.
How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key executives? … Gold and oil companies have undergone a transformation… And more.
AI is this century's gold rush—and the biggest fortunes will once again go to the companies selling the "shovels." These seven sectors are providing the energy and infrastructure to power the AI boom.
Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.
Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.
Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”
Advanced computing is lowering the cost of discovery… and increasing the value of information companies already own—like seismic surveys, exploration records, and other legacy datasets. Here's what it means for investors.
Warren Buffett is one of the greatest investors in market history… But according to Buffett, the credit for his success goes to a simple piece of advice from Charlie Munger. Here's how to implement it in your own portfolio.
Our biases can lead to costly investment decisions. But one simple strategy can help you overcome biases by minimizing the "guesswork" in your portfolio… and automatically turn market declines to your advantage.
Some of the strongest AI companies kept delivering solid results while their stocks collapsed. The missing piece was leverage. Here's how margin calls and forced selling overwhelmed fundamentals—and where the selloff may be creating opportunity.
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.
South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear of SpaceX (SPCX) until after this event.
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more.
AI is sending energy demand surging—and our grid can't keep up. The situation is creating a looming energy crisis. We dig into the alarming numbers… and share two sectors poised to reap the greatest rewards.
Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power shortfall shows why companies with secured grid capacity could become the next major AI trade.
After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium renaissance"... and how to benefit from this long-term secular trend.
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.
Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.
Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”
