-
Most Recent
Search Results
240 results for ARMH
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race.
U.S. Strike on Iran: What Operation Epic Fury Means for Markets
Operation Epic Fury reshapes Iran’s regime. We break down oil risks, market reaction, and the AI defense surge.
AI Is Killing Buy-and-Hold Investing. Here’s What Replaces It.
AI trading and algorithms now dominate stock markets, accelerating volatility and forcing investors to rethink traditional strategies.
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
Is U.S. Diplomacy Dead? The New Era of American Power In 2026
America’s Venezuela raid may mark the end of U.S. diplomacy as we knew it – and a new market regime as a result.
2 AI Stocks to Buy Before a Rebound
A second wave of indiscriminate selling is now creating even more compelling entry points for select Stage 2 firms. Let’s look at two…
2 AI Stocks to Buy on This Pullback
Today, we’re discussing “Stage 2” AI firms. These companies provide the experience of using AI – the products and services that come after the “Stage…
Your Job Is Now Competing With a $20 AI Subscription
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
Why the Biggest Tech Winners Rarely Look Obvious at First
Today, Marc Chaikin shares a remarkable real-world example of how modern technology quietly saves lives. His story may start with a life-or-death surgery… but the…
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological…
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
When a technology quietly becomes essential infrastructure, it reshapes entire industries – and the biggest investment opportunities often form before most investors realize what’s happening.
The Next Tech Boom Is Already Underway, and Here’s What’s Driving It
In today’s piece, I’ve invited Marc to share a powerful real-world example of how modern technology is quietly transforming lives … and why the massive…
Stop Looking for Peak AI
By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we…
This Breakthrough Changed Everything – and Most Investors Missed It
Yesterday, we shared Marc Chaikin’s thoughts on how investors can fall behind when markets change and old strategies stop working. Today, he’s taking that idea…
The AI Industry Has Split Into Supergroups. Investors Need to Adapt.
AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.
The Race for AI Supremacy Just Entered a New Phase
Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over…
Is Elon Musk Merging SpaceX, Tesla, and xAI?
Breaking down Elon Musk’s SpaceX-Tesla-xAI consolidation: orbital supercomputers, investment winners, and what’s next.
Uncle Sam Sends Another Small Stock Soaring – Here’s How You Could Find Their Next Target
In today’s Market 360, we’ll go over how the latest move by Washington is just another step in the race. (It was a move that…
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
The Fed Is Finished
The Fed’s “invisible hand” is dead. Washington’s “iron fist” now controls markets with government capital. Learn where to invest now.
Big Tech’s Earnings Are Exposing the True Cost of AI
In today’s Market 360, I’ll review four of the seven Magnificent Seven earnings that reported: Microsoft, Meta Platforms, Inc. (META), Tesla, Inc. (TSLA) and Apple…
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
1 – 10 of 240 results
