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We look for strong companies that are staking out their spots in the burgeoning technology industry, treating shareholders right, and providing the opportunity for outstanding gains

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Stansberry Digest

A 'Head Exploding' AI Realization

At least one company's AI spending isn't paying off... Uber's warning... A 'SaaSpocalypse' revival... How to survive extinction... A convergence of expertise – and a super-signal to know...


'Is the juice worth the squeeze?'...

If you ask executives from ride-hailing platform Uber Technologies (UBER) this question about AI spending right now, they don't know.

The company's president and chief operating officer Andrew Macdonald said this quiet part out loud during a podcast published over the weekend.

Uber's AI spend – and cutting human jobs in part because of it – is getting "harder to justify," Macdonald said.

What led to this "head exploding" realization?

Uber used Anthropic's Claude Code to handle 25% of the company's coding work last quarter, and it blew through its allocated 2026 AI budget in four months. That was because of rising "token" costs paid to Anthropic to use the technology, all while Uber incentivized

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DailyWealth

Three AI Stocks Surged More Than 200% After 'Bullish' Flips

Editor's note: The AI rally is heating up again. A handful of semiconductor stocks have already delivered triple-digit gains in less than a year. And according to Ethan Goldman of our corporate affiliate Chaikin Analytics, one market indicator spotted those explosive rallies long before Wall Street fully caught on...The AI boom is still minting investors tons of money...

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Episode 466: Your 401(k) Is Quietly Distorting the Stock Market

In this week's Stansberry Investor Hour, Dan welcomes Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory.Bryan kicks things off by discussing the idea of passive investing and how it has changed the way the market is valuated. He says that folks are relentlessly buying the biggest stocks every time they invest in their retirement funds, and they don't even know it. This "irrational indifference" could result in such a high level of volatility that it leads to mass liquidation of stocks. Bryan then talks about Software as a Service ("SaaS") and why artificial intelligence ("AI") isn't going to kill the companies that focus on it...

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