Listen to the audio version of this article (generated by AI). Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock election In yesterday’s Digest, we said last night’s earnings from Microsoft Corp. (MSFT) and Alphabet Inc. (GOOGL) would show … Read more
The Fed Hit Pause, But the Energy Boom Is Just Getting Started…
Russ Cohen
Borrowing costs are still squeezing households. But one sector is delivering the growth I want to see. Listen to the audio version of this article (generated by AI). Liz Suder was living in an empty nest. She wanted to downsize. So, in April 2025, she listed her four-bed, 3.5-bath home in Murphy, Texas, for $750,000. … Read more
The Energy Stocks I’m Watching as Oil Prices Surge
Russ Cohen
Listen to the audio version of this article (generated by AI). October has been a month of contradictions… First, the September inflation data was horrific, igniting concerns that the Federal Reserve will continue raising interest rates. But Treasury yields declined sharply, with the 10-year Treasury yield falling from 5.3% on October 5 to just below … Read more
As the AI Buildout Slows Down, Here’s What to Do Next
How “Data Center Alley” became a warning for the AI boom. Listen to the audio version of this article (generated by AI). Hello, Reader. Most of us know the story of Silicon Valley. In 1939, Bill Hewlett and Dave Packard started their electronics company in a garage in Palo Alto. That little operation helped give … Read more
The Biggest AI Winners May Not Be AI Stocks
Listen to the audio version of this article (generated by AI). In the summer of 1919, then-Lieutenant Colonel Dwight D. Eisenhower set out on a journey from Washington, DC, to San Francisco. Today, you could make that trip in about 45 hours of driving time, or about 4-5 days depending on how much you chose … Read more
5 Catalysts Set to Spark a Small-Cap Rally Before Year-End
Earnings, the Fed, the midterms and more could give small caps a lift. How my nine-signal system helps me narrow the field. Listen to the audio version of this article (generated by AI). On October 31, 1991, three powerful weather systems collided over the North Atlantic Ocean. A hurricane, a cold front and a nor’easter. … Read more