An Army drone demonstration reveals an investment opportunity hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: Cheap drones can create an expensive problem for the military – and a lucrative new business for the companies that help defend against them. My colleague Luke Lango believes that’s ...
Listen to the audio version of this article (generated by AI). AI’s meltdown week… Luke Lango’s take on the selloff… data centers are on tomorrow’s ballot… so is the drone budget… Luke’s Pennsylvania Plan Friday put an exclamation point on a brutal month for the AI trade. By the closing bell, the Nasdaq had fallen ...
Why I still favor select AI stocks and why I’ve moved out of almost all my gold miners. Listen to the audio version of this article (generated by AI). Election Day is almost here. And Wall Street has plenty to worry about. Interest rates remain elevated, inflation remains sticky – and the AI skeptics are ...
A political surprise could spark a sell-off, but bigger forces are driving the market. Listen to the audio version of this article (generated by AI). Hello, Reader. Tomorrow, 36 states will elect governors, 46 states will vote on legislative seats, and thousands of local offices will be up for grabs. The forecasts call for the ...
Flying the drone is only part of the job. Solving the problems around it could create opportunities across American industry. Listen to the audio version of this article (generated by AI). Editor’s Note: A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much ...
Cisco offers a warning as the Mag 7 pour billions into AI. Listen to the audio version of this article (generated by AI). Hello, Reader. While trick-or-treaters fill neighborhoods across the U.S. tonight, our neighbors to the south are preparing for another celebration: Día de los Muertos, or Day of the Dead. On the eve ...
Listen to the audio version of this article (generated by AI). A Technology Shift Can Bring New Market Winners Growing up in South Texas, I didn’t go to the neighborhood convenience store for candy or gum. I went to the icehouse. The term was a leftover from a time before electric refrigeration when storefronts sold ...
From batteries to factory equipment, a new generation of machines needs more than smart software. Listen to the audio version of this article (generated by AI). Editor’s Note: Instead of endless delays, imagine your next food delivery arrives by drone at your doorstep piping hot in under five minutes. For my colleague Luke Lango, this ...
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on pace for 49% YOY Q3 earnings growth. But it wasn’t ...
Last week’s internet emergency showed why businesses need better protection… and highlighted one cybersecurity stock worth a closer look. Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, the internet nearly broke. Organizations faced a difficult choice: Take their websites offline or risk leaving them open to attack. And ...