Editor’s Note: I’ve been telling my readers that the AI boom is entering a new phase – not a collapse, but a reshuffling. Because from here, it won’t be about whether AI wins… it’ll be about who wins.And that’s where I think a lot of investors are exposed right now. Many are still concentrated in ...
Listen to the audio version of this article (generated by AI). Editor’s Note: Every tech boom follows the same script. The companies building the breakthrough technology grab the headlines first. Investors pile in. Expectations soar. But the biggest winners usually come later — from an entirely different group…Not the companies that build the tech but ...
Listen to the audio version of this article (generated by AI). Every time I think about this, it stops me cold. The U.S. Interstate Highway System took 35 years to build. It stretches 48,000 miles, from Maine to California, with every on-ramp and overpass in between. That’s enough asphalt to circle the globe nearly twice. ...
When a new technology takes off, most investors instinctively chase the companies building it – history suggests that’s often a mistake. In today’s Friday Digest takeover, our macro investing expert Eric Fry revisits a pattern that’s played out across multiple technological revolutions. The early builders capture the spotlight, but the companies that use that new ...
Listen to the audio version of this article (generated by AI). Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and the capex canary sings louder than ever … Eric Fry’s latest on where to invest in AI today We ...
The Fed is divided, inflation is sticky and a new Chair is coming soon. But the bigger opportunity has nothing to do with the Fed at all. Listen to the audio version of this article (generated by AI). “I won’t see you next time.” That’s how Jerome Powell concluded the press conference after his final ...
U.S. jobs report, ISM PMI survey, and more AI-linked tech earnings will be in focus this week. Palantir is poised to deliver eye‑popping growth as demand for its AI‑driven platforms surges. Disney faces headwinds as investors scrutinize streaming profitability and park trends. U.S. stocks ended higher on Friday, with the and the Nasdaq reaching new ...
Listen to the audio version of this article (generated by AI). Editor’s Note: 🔊 On the go? You can now listen to today’s issue. Click the play button above. Hello, Reader. When the very first boxcar full of Campbell’s Condensed Tomato Soup left the company’s Camden, New Jersey, factory in 1898, it was riding atop ...
Listen to the audio version of this article (generated by AI). The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it generate enough to meet its compute obligations? This morning, the United Arab Emirates (UAE) announced it will exit OPEC ...
Listen to the audio version of this article (generated by AI). This isn’t just another week for the market. You’ve got geopolitical uncertainty in the background and a Federal Reserve decision on deck. But it’s the surge of major earnings about to roll in that could really move the needle. And that’s where we could ...
