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Forget the Late-Night Talk Show Drama – Here's What Really Matters for Disney's Stock

Jimmy Kimmel is back on the air... Last week, ABC announced that the late-night talk show Jimmy Kimmel Live! would be suspended for an indefinite period. Investors in Disney (DIS) – which owns ABC – didn't take the news well. On Wednesday, September 17, the day of the announced suspension, DIS traded as high as […]
By Tyler Jarman
September 26, 2025
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Five Reasons the AI Boom Isn't in 'Dot-Com' Bubble Territory (Yet)

Are we in an AI bubble? That's the question on a lot of investors' minds right now. Nothing seems to matter more given how much the generative-AI boom has helped drive the U.S. stock market in recent years. Since OpenAI's ChatGPT launch in November 2022, the S&P 500 Index has returned around 70%. And Nvidia […]
By Alan Gula
September 25, 2025
Nvidia's $100 Billion OpenAI Investment Is the Next Blockbuster AI Deal
Another day, another multibillion-dollar deal to fund the massive artificial intelligence ("AI") build-out. On Monday, Nvidia (NVDA) announced a plan to invest as much as $100 billion into OpenAI – the cutting-edge AI firm, known for its ChatGPT product. The deal will help OpenAI fund more data-center projects. Those are necessary for the massive amount […]
September 24, 2025
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Brett Eversole
AI Infrastructure Investment: The Hidden Boom in Construction Materials
The artificial intelligence ("AI") boom isn't just about semiconductors or cloud software – it's also about concrete, steel, copper, and cables. Hyperscaler capital expenditures (Amazon, Microsoft, Google, Meta Platforms) are driving a physical build-out of U.S. AI hubs. Materials firms may be the quiet winners. Table of Contents Introduction: The Physical Side of the AI […]
September 23, 2025
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David Engle
What Is the 'Mar-a-Lago Accord'?
A strange new financial chapter may be unfolding in America... Investors have whispered about the "Mar-a-Lago Accord" in elite circles for months ... yet most everyday folks have never heard of it. It refers to a to a deliberate plan to dramatically weaken the U.S. dollar's value over the next few years. This controversial strategy, […]
September 23, 2025
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Steven Longenecker

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Why Gold Is Surging 40% in 2025 Amid Rising Inflation
Higher inflation is coming... and gold is already flashing the warning. The precious yellow metal has surged 40% this year, currently trading around $3,670 per ounce. It is setting one record high after another. There's good reason for gold's rise. It stands apart from politics and credit. It can't be printed. It can't be defaulted […]
September 22, 2025
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Bill McGilton
Fed Rate Cuts: Why Long-Term Investors Can Ignore the Noise
The past week has been wall-to-wall Fed. It's impossible to escape... millions of headlines, thumbnails, and retweets, all breathlessly speculating what's coming today. All eyes are on Federal Reserve Chair Jerome Powell. Given the constant drumbeat of Fed mania, casual observers will be forgiven for being swept into a sense that something critically important is […]
September 17, 2025
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Bryan Beach
The Fed vs. Stocks: What Traders Need to Know Now
Traders should keep in mind the rules set down by the late, great Marty Zweig right now... Especially with the Federal Reserve's September meeting underway. Zweig got rich the way many folks I've met over the past couple of decades expect to get rich, but rarely do: by being a brilliant stock trader. Zweig's uncle […]
September 16, 2025
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Dan Ferris
Are Investors on the Brink of a 'Golden Age of Nuclear'?
Nuclear stocks are on the move again... Yesterday, the U.S. signaled it would build up its strategic uranium reserve even further to strengthen nuclear-fuel supply chains. The U.S. currently holds about 14 months of nuclear fuel inventory, according to the International Atomic Energy Agency... much less than the two and a half years of uranium […]
September 16, 2025
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Steven Longenecker
Elon Musk Just Bought Tesla (TSLA) Stock for the First Time in Five Years... Should You?
An investor favorite is soaring to start the week... Electric-vehicle maker Tesla (TSLA) is up 4% today, after CEO Elon Musk gave the stock a huge vote of confidence. On Friday, he bought nearly $1 billion in shares on the open market. Musk has been a huge driver of Tesla's stock performance this year. The […]
September 15, 2025
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Nick Koziol
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