Archives

The Next "Seward's Folly"

Brian Hicks
Posted July 1, 2026

The people criticizing AI infrastructure today are making the same mistake that the critics of Alaska made in 1867. They're looking at the present and assuming it will look exactly the same 10 years...

Iran Just Made the Defense Trade Permanent

Jason Simpkins
Posted June 30, 2026

Iran flared up again over the weekend, exposing the 'peace deal' for what it always was: a pause in a permanent cycle. Here's why investors should treat the Iran war as a structural feature of the...

Wall Street Has the Defense Trade Backwards

Jason Simpkins
Posted June 29, 2026

The trillion-dollar defense buildup, the Golden Dome rollout, the Pacific pivot, and the rearmament of the entire NATO alliance are not slowing down because of one warship contract.

Strong Hands Are Buying the Gold Dip

Brian Hicks
Posted June 27, 2026

A funny thing happens in every bull market. The weak hands sell to the strong hands. The tourists get shaken out. The true believers get richer. And right now that's exactly what's happening in gold.

The Nuclear Story Almost Nobody Is Talking About

Jason Williams
Posted June 26, 2026

While investors focus on giant reactors and SMRs, a little-known corner of the nuclear market may be creating one of the decade's most compelling opportunities.

Before the Future Can Be Computed

Jason Williams
Posted June 25, 2026

Everyone is talking about AI and quantum computing. Few are talking about the copper, uranium, steel, and even gold required to make them possible. That’s an opportunity.

The Proof Is in the Pudding: AI Isn't a Tech Boom... It's an Energy Boom

Brian Hicks
Posted June 24, 2026

SpaceX has fired a starting gun for the AI era. But here's what many investors still don't understand: The biggest winners may not be the AI companies themselves.

The Next Trillion-Dollar AI Trade Just Hit the S&P 500

Jason Simpkins
Posted June 23, 2026

Marvell joined the S&P 500 today after Nvidia's Jensen Huang called it "the next trillion-dollar company." The stock is up 210% YTD on silicon photonics demand. But Marvell doesn't actually make...

How to Front-Run Wall Street on Europe's $600 Billion Rearmament

Jason Simpkins
Posted June 22, 2026

Wall Street has spent the past seven months selling European defense stocks. They're about to find out they got it dead wrong. Here's what's already in motion...

Video: "I Went to Idaho to Verify the Future of Gold"

Brian Hicks
Posted June 20, 2026

While investors are focused on rockets, satellites, artificial intelligence, and the next wave of billion-dollar IPOs, another revolution is quietly taking shape. One that could transform a market...

Why the Smart Money Is Buying Dirt and Megawatts

Jason Williams
Posted June 19, 2026

After speaking with some of the biggest names in investing last week, I’m convinced the most valuable AI asset isn't software or semiconductors. It's land and power.

The Abandoned Mines That Could Power the AI Revolution

Jason Williams
Posted June 18, 2026

These companies, once known for mining, could become some of the biggest beneficiaries of the race to build the world's next generation of artificial intelligence data centers...

1 2 3 … 833 »

Wealth Daily Articles

Articles