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News
Missed Out on the AI Revolution? Here’s 1 More Stock to Buy
15+ hour, 41+ min ago (1154+ words) And where to find seven more top recommendations Tom Yeung here with your weekly Sunday Digest. In March 2025, I recommended three blue-chip companies to buy for the AI Revolution: The trio has since performed exceptionally well, which isn’t surprising given…...
Why the AI Bottleneck Is Getting Worse - And How We Can Profit
5+ day, 10+ hour ago (299+ words) Jonathan trades a lot of the same stocks we discuss here regularly. But with his strategy, you could magnify your gains on those same stocks I’ve spent more than four decades in this business. And one of the biggest “secrets…...
Use This 2-Question Test to Find AI’s Next Winners
1+ week, 6+ day ago (861+ words) In the AI era, the biggest investing mistake may be assuming today’s leaders will still dominate tomorrow. Finger touching a question mark button If you were to compare human beings to companies, there aren’t many similarities to hang your hat…...
AI Winners, Victims, and the One Stock to Sell Now
2+ week, 15+ hour ago (1253+ words) Companies that hope to survive and thrive must adopt and integrate AI technologies as quickly as possible… As InvestorPlace Senior Analyst Eric Fry says, the scale of AI’s transformative potential is “difficult to embrace seamlessly and profitably.” But following the…...
One Stock to Dump Before AI Buries It
2+ week, 1+ day ago (1124+ words) Companies that hope to survive and thrive must adopt and integrate AI technologies as quickly as possible… I once asked my dad why his father migrated from the Illinois farm country to Montana cattle country in the early 1900s. “Henry Ford…...
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
3+ week, 1+ day ago (1467+ words) Higher-for-longer rates are squeezing households, but the trillion-dollar AI buildout cannot be stopped by bonds Rates will land wherever they land. That’s what Paul Volcker, the Fed Board Chair in 1979, opined to reporters at a press conference the evening of…...
AI Has More Winners Than Ever – Here’s the Catch
3+ week, 4+ day ago (1550+ words) Models, agents, chips, and infrastructure are advancing at once. Finding the winners is only the beginning. Editor’s Note: There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software…...
Don't Sell Your AI Stocks – Sort Them
3+ week, 5+ day ago (1464+ words) What rising data center moratoriums mean for your portfolio The public really hates data centers – but that could make you a lot of money. Last month, I introduced an analytical framework I called “The Messy Middle” – the idea that AI…...
AI’s $130 Billion Problem – and the Portfolio Created to Solve It
4+ week, 1+ day ago (976+ words) A recent AI deal reveals an unexpected group of companies that could benefit from the industry’s biggest bottlenecks. In the 1989 film Field of Dreams, the famous line goes: “If you build it, they will come.” But in the AI boom,…...