What's really moving these markets
Artificial intelligence

AI is threatening this popular business model

Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy.

China

Should you follow David Tepper into China?

The CPI data proves inflation is back… Why Coca-Cola (KO) is garbage... Rate cuts are off the table for 2025… This growth stock is upending the trillion-dollar loan business… Strategy's (MSTR) rebrand… And David Tepper's China trade.

‘The Netflix of defense’ will surge 200%

What to expect from Jackson Hole… The Canadian rail strike… Short sellers are punishing Icahn… A defense name poised to surge… This software stock is a disaster… And buy this small-cap growth story. Plus, our sweetheart deal for accredited investors.

Stay away from these ‘trading sardines’

In a speculation-driven market, buyers end up overpaying for assets with no long-term value. There’s no shortage of examples throughout market history... and the story always ends with massive losses. These overpriced stocks are the perfect example.