Every drone stock moved. On Thursday, a report from The Wall Street Journal suggested the Pentagon is exploring ways to fund a handful of U.S. drone companies — potentially even taking equity stakes. That sparked a buying frenzy across the drone sector, sending several stocks soaring double digits and turning one of the market’s quietest industries into the hottest trade on Wall Street. The question now isn’t whether drones had a great day. The question is whether Thursday was the beginning of something much bigger. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* Check...

About last night… AI earnings season is almost over. But last night exposed where the real AI money is actually flowing: → Snowflake ripping 30% after hours→ Marvell raising AI guidance again→ Salesforce proving Agentforce is becoming real revenue→ and Synopsys discovering that “beat and raise” is no longer enough. The strange part? All four companies technically delivered good quarters. But last night showed the difference between “talking about AI” and actually making money from it. Here is the story ⇩ SPONSOR BREAK presented by ModeMobile* Musk’s warning just revealed a $1T opportunityMusk...

In just 30 days… The $1 trillion club just got three new members. All in May. All memory chips. Scientists would classify them as Memoria dominans — a newly observed species, distinguished by sold-out production lines and a habit of moving entire stock markets before lunch. The market just calls them up 165%, 210%, and 248% year to date. Same thing, different lab coat. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* The real reason Musk, Huang, Cook, and Fink just flew to Beijing Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more...

Or how an UBS analyst note on Micron quietly detonated the entire semiconductor complex. source: visualcapitalist For most of the last two years, the AI trade felt relatively contained. Buy Nvidia. Watch hyperscaler spending. Pretend you understand GPUs. Repeat. Now the trade is starting to mutate — from chips into power, from the US into Asia, from hardware into infrastructure. Here is the story ⇩ SPONSOR BREAK presented by MarketWise* ‘I Just Flew Over Elon Musk’s Next Big Venture’ A former consultant to the Pentagon was able to enter the airspace near one of...

Memorial Day Edition. Markets are closed today. The macro drama, unfortunately, is still fully employed… and will set the tone when trading resumes on Tuesday. Three stories quietly developed over the long weekend — and together they explain almost everything investors are suddenly nervous about heading into June: → oil→ inflation→ bond yields Which, increasingly, are all becoming the same story. The story ⇩ SPONSOR BREAK presented by MarketWise* ‘I Just Flew Over Elon Musk’s Next Big Venture’ A former consultant to the Pentagon was able to enter the airspace near one...

Eight Weeks. No Breaks. The S&P 500 just posted eight straight winning weeks — its longest streak since 2023. It is up 9.17% year-to-date and has stayed above both its 50-day and 200-day moving averages since April. The Nasdaq 100 joined the rally. And crucially — it wasn’t just the big tech names dragging it higher. The Russell 2000 joined too. That part matters. Because when small caps start participating alongside mega-cap tech, the rally starts looking less like hype… Even after everything markets absorbed lately:→ rising Treasury yields→ geopolitical tension→ a US credit...

OpenAI is going public. The numbers are extraordinary. A confidential SEC filing is coming as soon as tomorrow – Friday. September is the target. Here is everything you need to understand before the roadshow starts. The story ⇩ SPONSOR BREAK presented by MarketWise* Elon’s $480 Trillion Currency MasterplanHe’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax. Here’s exactly what to buy to profit.  Burning Cash. Printing Hype. OpenAI...

Nvidia is the world’s most valuable company, up 21% this year and 74% over the past 12 months. And it just reported its 15th consecutive revenue beat. → $81.6 billion in revenue. → $91 billion Q2 guidance. → A 25x dividend increase. Here is everything you need to understand about what just happened. Here’s the story ⇩ SPONSOR BREAK presented by Stansberry* 161 Million Americans Have No Idea What’s Coming Right now, the largest wealth transfer in history is being set in motion…By an invisible mechanism forcing money into the AI trade… every single day. When...

80 Days… The stock market recovered from the Iran war. The bond market never did. A huge disconnect… While investors spent the last two months celebrating AI earnings, record highs, and resilient consumers… something much less exciting has been quietly breaking in the background: The cost of money itself. Today, the 30-year Treasury yield crossed 5.2% for the first time since 2007. That may sound like a boring bond-market statistic. It isn’t. Because when long-term yields move this fast, they eventually start dragging everything else with them:→ mortgages→ stock valuations→ credit...