Monday Takeaways: The Great AI Divide – Winners Surge as Losers Crash
Earnings season is exposing the truth about AI investments. Amazon’s 20%-plus cloud growth sends the stock soaring, but Oracle and Meta learned that promises without revenue lead to brutal sell-offs.
Buy This, Not That: Revenue vs. Hype in Rare Earth Stocks
One rare earth company has a bigger market cap but zero revenue. Its smaller competitor generates $30.5 million in sales with 29% margins…
Buy This, Not That: The Tale of Two Fraud-Hit Banks
Newport Beach investment firms allegedly duped two regional banks with the same properties. But only one bank has the diversification and controls to weather this storm.
Monday Takeaways: Bull Market’s Third Birthday Brings Unwelcome Gifts
The Nasdaq’s 118% surge from 2022 lows marks an incredible three-year run, but cracks in the banking foundation and Trump’s tariff flip-flops are testing investor nerves.
Buy This, Not That: Revenue vs. Empty Promises in the Rare Earth Rush
Two rare earth stocks soared on government backing. But only one has actual revenue, a production facility, and a guaranteed buyer.
Morgan Stanley Just Kicked Off a $1T Move Into Gold
Morgan Stanley just added gold to its allocation guidance. Some $960 billion could flow into gold… and send the price soaring.
Buy This, Not That: The Truth About AMD’s and Oracle’s OpenAI Deals
AMD and Oracle both jumped on OpenAI partnerships. But when you look past the headlines, only one makes sense for your portfolio…
Monday Takeaways: Record Highs and a 35% AMD Surge – Is This Peak Risk-On?
The S&P and Russell 2000 just hit new records while AMD exploded 35% higher on OpenAI news. Shah explains why this “risk-on” rally demands both participation and caution.
Monday Takeaways: Credit Markets Send All-Clear Signal
With credit spreads at historic lows and GDP at 3.8%, Shah Gilani explains why the credit markets are sending an all-clear signal – and why this week’s potential government shutdown could create your next buying opportunity.
Buy This, Not That: Nuclear’s International Showdown
It’s Canada vs. the United States in nuclear’s biggest face-off. One’s up 150%, the other 500%. Here’s the winner…