Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade got so far above their moving averages that you just knew that usually… Read More »Wall Street CIO: The AI Trade Is “Technically Unsustainable.” Buy These Two Industries Instead
Amazon (NASDAQ:AMZN) is a stock worth owning for decades because the cash engines underneath the retail storefront, AWS, advertising, and Prime, throw off compounding profits no single recession or product cycle can break. For a retirement-focused investor who has been burned chasing trends, the case… Read More »History Says This Unstoppable Dow Juggernaut Is A No-Brainer Buy Right Now
Software M&A is heating up again as private equity dry powder collides with depressed SaaS (software as a service) multiples and AI-driven stack consolidation among hyperscalers. Public market valuations have compressed enough that strategic buyers and private equity (PE) rollup specialists are circling profitable, sticky… Read More »As Software M&A Heats Up, These 3 Acquisition Targets Are In The Spotlight
Buried deep in SpaceX’s freshly filed IPO paperwork sits one of the strangest risk disclosures I’ve read in years. It describes a threat that could limit launches, ground satellites, and force expensive course corrections in orbit. SpaceX itself is the single biggest contributor to this… Read More »SpaceX Quietly Admits To A Threat It Helped Create, And Can’t Stop
So far into 2026, this tech stock has left most other AI companies looking like corporate afterthoughts. The AI infrastructure cycle has been incredibly rewarding for this company and the rewards keep coming. Those who bought even just one year ago are laughing their way… Read More »This Tech Stock Minted A New Wave Of Millionaires In Just 1 Year
On Friday, Kevin Warsh was sworn in as Federal Reserve Chairman, and the most striking thing about his arrival is how little Wall Street seems to care. Historically, a Fed chair transition is a market-defining event. On CNBC’s Halftime Report Friday, one host captured the moment… Read More »Kevin Warsh Inherits A Fed That Wall Street Has Almost Stopped Talking About
The first phase of the current artificial intelligence (AI) boom was all about training the foundational large language models (LLMs) needed to help answer queries and perform tasks. Training these AI models required a ton of processing power, which is where Nvidia (NVDA) and its graphics processing units… Read More »These Super Stocks Could Be The Biggest Winners In The AI Inference And Agentic AI Economy
With the broad market starting to get just a bit more expensive, while the retail crowd digests a less-than-bullish report issued by Apollo, which suggests that the S&P 500 could be looking at 0% returns for the next decade, it certainly seems like it’s time… Read More »I’m A Big Fan Of The Moves These Investment Legends Have Been Making
Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market That Few Trust, Johnson said: “The technology sector is now 41% of the… Read More »Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since 2000 Bubble
The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s share price and market cap already reflect what the silicon industry figured out two quarters ago: when you control the most… Read More »The 2026 Chip War Is Already Over And Apple Dominated