$100B Quarter… → Nvidia beat revenue estimates. → Beat profit estimates. And could be heading for its first $100 billion quarter. Great news for Nvidia. But apparently, also for everyone else. Nvidia now sits in the middle of an AI spending chain that stretches from memory chips and data centers to electricity, cloud computing and Big Tech’s enormous capex budgets. Which got us wondering: How did one company’s quarter become everyone else’s business? Here’s where Nvidia got so important.⇩ SPONSOR BREAK presented by DealMaker* Ends Tonight: The ‘Nvidia of Energy’ Has a $2.1T Opportunity Nvidia’s...

$5K × AMD = ? AMD has already more than doubled this year. And apparently, Wall Street thinks there could still be plenty left in the tank. One particularly bullish analyst sees AMD reaching $1,250, while the company itself is forecasting enormous growth from its AI business. Which got us wondering: What could $5,000 invested in AMD today look like by 2030? The obvious answer is more. How much more is where things get complicated. Because AMD’s growth expectations are huge — but so is the price investors are already paying for them. So, we ran the numbers.⇩ SPONSOR BREAK presented by...

Dead Simple… Warren Buffett has spent more than six decades making stock picking look look like a walk in the park. But when it comes to what happens after he’s gone, the Oracle of Omaha has left behind a very different playbook. → No hunt for the next Coca-Cola. → No Berkshire-style treasure hunting. In fact, his instructions are so simple they almost sound strange coming from Buffett. And buried inside them is perhaps his most revealing investing lesson yet. Here’s the story.⇩ SPONSOR BREAK presented by MarketWise* Elon Musk, Peter Thiel, Sam Altman Back New Potential $367 Trillion...

15% in a month… Gold is back. December futures climbed above $4,700 this morning, reaching their highest level since May. And this hasn’t exactly been a slow crawl. → +6.3% in one week→ +14.9% in one month→ +39.5% in one year That’s a pretty good month for something people usually buy when they’re nervous. But the timing is the interesting part. Here’s the story.⇩ SPONSOR BREAK presented by MarketWise* #1 Stock to Own as Trump Launches Historic Mission Backing “Medical AI” In the biggest federal push since the Apollo program that landed on the Moon… Trump is now pouring...

$1 trillion by 2030… That’s Elon Musk’s new target for SpaceX. For context, analysts expect SpaceX to generate roughly $44.6 billion this year. So getting to Musk’s number would require revenue to grow roughly 22-fold in four years. Ambitious? Very. But then we looked at who else is approaching $1 trillion. Amazon generated $716.9 billion last year. Walmart did $713.2 billion. Meaning both are already more than 70% of the way there. So we have SpaceX trying to pull off one of the fastest revenue expansions in corporate history… …and Amazon potentially reaching the same milestone...

The Speed Of Debt… The national debt crossed $40 trillion this week. But the size of the number isn’t nearly as striking as the speed we’re adding to it. Forty trillion is hard to picture. Six weeks isn’t. From 1776 to 1976 — through the Civil War, two World Wars and the Great Depression — the United States accumulated roughly $550 billion in federal debt. That took 200 years. This summer, America added roughly the same amount in about six weeks. And this week, the total pushed past $40 trillion. The chart makes the acceleration hard to miss. But the more interesting story...