Investing

Editor’s Note: Right now, investors are doing what they always do in moments of uncertainty: chasing the most obvious trade.

A new financial category is emerging at the intersection of economic anxiety, regulatory change, and smartphone-scale speculation Let me tell

The next wave of AI winners won’t look like the last, and the rotation is already underway AI didn’t supercharge

AI job displacement and dollar devaluation are already reshaping markets in real time Not long ago, I introduced you to

America’s aggressive foreign policy shift is creating major geopolitical investing opportunities Back in January, I published a piece arguing that

In a choppy, bifurcated market, the biggest AI winners may not be the storytellers but the companies building the backbone

Every tech boom runs into supply shortages – and the companies solving them often deliver the biggest gains Editor’s Note:

Editor’s Note: Every technological revolution runs into the same problem eventually: the real world. The internet needed fiber-optic cables. Smartphones

The AI bull market follows a clear pattern once you know where to look.  The massive buildout of AI infrastructure

AI data centers are forcing hyperscalers to build their own energy infrastructure On February 28, 2026, the United States and