Did Google just revive the nuclear trade?

Frank Curzio
By Frank CurzioOctober 7, 2026

Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the market… OpenAI's insane valuation… Is Disney (DIS) finally turning things around? … And more.

Why Q3 earnings season could get ugly fast

The 10-year Treasury yield just hit a 24-year high, and diesel recently hit a record, both after companies last gave their outlooks. Here's why earnings guidance is the biggest risk in the market right now... and which stocks are most…

America is 100 gigawatts short of power

AI needs far more electricity than America's power grid can deliver. Bank of America sees a 100GW+ power shortfall developing over the next five years. Here are six stocks we're watching across the AI power trade.

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.”

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Ian Telfer, BluEnergies

Why this gold mining legend is betting on offshore oil

Ian Telfer, mining legend and co-founder of BluEnergies (BLUGF), reveals why gold has way more upside… gold vs. gold stocks… the overlooked ingredient behind investing success in mining… and why he came off the sidelines for this offshore opportunity.

The cooler PCE isn’t the win you might think

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.

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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.”

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