Earnings Season Just Proved The AI Economy Is Splitting In Two
For months, we’ve argued that the global economy is quietly splitting in two. On one side: companies building and powering the artificial intelligence revolution. On…
Luke Lango
Earnings Report Card: The Mag 7 Illusion
Let’s be honest, when you hear “Magnificent Seven earnings growth,” your brain probably conjures up an image of seven tech giants all firing on all…
The Sector That Followed Energy To The Top In 2026
2026 has been the year of energy. Oil and gas stocks started the year on a tear long before the Iran war started. And once…
Is The Next AI Gold Rush Happening Beneath The Ocean?
One iron rule governs every market cycle: follow the money. Right now, that money is flooding into AI infrastructure at an unprecedented pace. Hyperscalers are…
What You’re Not Being Told About The AI Economy
There is a transfer of wealth unfolding right now that could rival some of the largest shifts in modern economic history – and very few…
Forget The Headlines… This Market Has One Clear Winner
The State Street Energy Select Sector SPDR ETF (XLE), which includes all of the energy stocks in the S&P 500 Index, was up almost 3% last…
The OpenAI IPO Could Be The Biggest AI IPO Ever
Artificial intelligence is changing everything. AI is not the future. It is the present. Yet, there is a strange disconnect between that reality and how…
New Bull In Good Old-Fashioned Oil And Gas
The conflict with Iran is escalating, with no clear end in sight. The U.S. has the advantage in that this is a war of choice.…
Inside The Infrastructure Behind The AI Boom
Today, I want to unpack a topic you hear about a lot in financial media, but that many investors don’t fully understand: hyperscalers. A hyperscaler…
FOMO Is Dead… But These Stocks Are Alive!
Is the “fear of missing out” (FOMO) dead? It might be a little too early to start planning a funeral, as the “FOMO” trade has…