Sometimes the most interesting investment ideas are ones the pitcher admits could go to zero. That is exactly the setup analyst Daniel Velasquez laid out on the We Study Billionaires podcast when he made…
The Department of Energy now projects data centers will account for up to 12% of U.S. electrical demand by 2028, and somebody has to actually build the power plants, transformers, and transmission lines to…
Jensen Huang turned a weekend in Seoul into a sovereign AI roadshow, and the headline act dropped Sunday night: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and SK hynix unveiled a multiyear technology partnership to…
Most AI bear cases share a common DNA: circular financing between hyperscalers and model builders, earnings expectations set too high, or valuation reset on the highest-multiple names. Joe Brusuelas, appearing on the On Investing…
The Federal Reserve’s asset cap on Wells Fargo came off in 2025. JPMorgan’s board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The…
Craig Tindale walked into a debate with one of the most provocative capital allocation arguments of the year, and the physical bottlenecks he cites suggest the financial world may be running out of time…
I’ve been watching EchoStar (NASDAQ:SATS | SATS Price Prediction) for years as a slow-motion satellite story that never quite worked. Then Elon Musk walked in with a checkbook. Here is the trade. The $19.6…
On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of the IPOs…
Utility deals rarely make investors lean forward. This one should. Xcel Energy (NASDAQ:XEL | XEL Price Prediction) just struck an electric service agreement with Google that rewrites who pays for the AI buildout, and…
The Fed has already moved, but dividend stocks haven't caught up yet. Five names stand to collect the biggest gains when that gap finally closes, and the one leading the list is the last…
While Starlink soaks up every space headline, two publicly traded satellite operators have quietly turned niche networks into real businesses. I’ve been tracking these names for years, and the setup in 2026 is the…
Jensen Huang just called AI job loss fears complete nonsense on live television, but his reasoning reveals as much about Nvidia's business model as it does about the future of hiring.
Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here’s Why, he argued that AI companies…
A 71-year-old named Donna called into The Ramsey Show recently with a confession most retirees would rather bury. "During COVID we had our 401(k)s, our retirement accounts, and the stock market took a dive…
Blue Origin’s New Glenn pad will take a minimum of a year to rebuild after a hot fire test obliterated the company’s only launch infrastructure for the vehicle, marking the first pad explosion since…
Five Dividend Aristocrats with streaks ranging from 54 to 70 consecutive years of payout hikes are currently trading below Wall Street’s consensus price targets, and four of the five just beat their most recent…
For much of the past year, the bulls have had every excuse to celebrate. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) closed at $757.09 on June 4, 2026, up 27% over the prior 12…
Fidelity sent a warning letter to S&P 500 fund holders, and a financial advisor on a major podcast confirmed what the fine print actually means for your retirement savings. If you think owning an…
A Fidelity strategist walked onto a podcast armed with base-rate data and a blunt challenge to everyone still haunted by Cisco's collapse in 2000, and her argument is harder to dismiss than the quote…
The Trump administration is about to hand five equipment makers a margin gift, and the window to position is closing fast. I’ve been tracking this tariff-relief setup across the industrial complex for months, and…
