Rare earth metals are the unsung heroes of the modern economy. They’re essential for semiconductors, EVs, clean energy, defense systems… and most of all, for artificial intelligence. No rare earths, no AI hardware. No AI hardware, no AI Boom. And right now, China controls nearly the entire global rare earth supply chain — from mining to refining to processing. That’s a strategic chokehold,…
Our representatives in Washington can’t agree on the color of the sky. So, when 102 House Democrats broke ranks earlier this year and publicly supported President Donald Trump’s “Project Yorktown”, it sent shockwaves through the Capitol. So, in today’s essay: Let’s take a look… This post originally appeared at InvestorPlace.
Most filmgoers will recognize this quote from the Lord of the Rings movie trilogy… You have no power here, Gandalf the Grey. The iconic line is a vivid reminder that even the most powerful figures can seem powerless in certain situations. This year, this trope has jumped from the silver screen to the biopharmaceutical sector, where pharma stocks behave as if President Donald Trump’s…
Last week’s launch of ChatGPT-5 was a jaw-dropper — even in an industry where “mind-blowing” has become routine. The new flagship model from OpenAI isn’t just incrementally better than its predecessors. It’s best-in-class on multiple AI intelligence benchmarks while running on surprisingly low compute. Translation: it’s not only smarter than essentially everything else in the market, it’s also faster and cheaper to run.…
We’re roughly two-thirds of the way through the second-quarter earnings season, and the scoreboard doesn’t lie: AI is not just a line item in tech company presentations. It’s the engine driving the biggest corporate growth stories in a generation – from cloud computing and retail to healthcare, law enforcement, and beyond. Artificial Intelligence is eating the world. And that explosive…
There’s a potentially major shakeup brewing in the financial tech (fintech) space. Over the past week, both Walmart and Amazon have quietly signaled plans to explore launching their own stablecoins. To make sure we’re all on the same page, a stablecoin is a type of cryptocurrency designed to maintain a consistent value – typically $1 – by holding cash or…
Not long ago, U.S. President Donald Trump and tech mogul Elon Musk were deep in their political honeymoon phase. Rumors even swirled about backroom deals: protection for EV subsidies, fast-tracked robotaxi launches, government contracts funneled toward SpaceX and Starlink. But after last week’s fiery social media battle? It seems likely that the bromance is over – bridges burned. Because this may be one of…
Ever since ChatGPT’s grand debut launched the AI Boom in late 2022, pundits and skeptics alike have consistently called for the AI stock “bubble” to pop. And it will, eventually. All booms end in busts. History makes clear that it is not a question of “if.” It is simply a question of “when.” Today’s AI Boom will play out no…
The market’s wild swings over the past week likely had you reaching for antacids. Folks returned from the holiday season in a very positive mood, driving the S&P 500 1.6% higher in the first three trading days of the year. The NASDAQ’s performance was even more impressive, as the tech-heavy index surged 2.9% in three days. But since then, all…
Happy 2025! It may be a new calendar year – but we don’t think “new year, new me” will translate for Wall Street. Instead, we think we’ll see more of the same in ‘25. And that means AI stocks should stay red-hot. Of course, recently, a debate has emerged about whether artificial intelligence has hit a proverbial “wall.” For example, famed venture capitalist Marc…