AI companies are now selling the computing power they don't need to competitors – creating new revenue from the same assets...

The market shrugged off bad inflation news... Eyes on Warsh's Friday speech... The disconnect between hard data and how folks feel... More evidence of the 'K-shaped economy'... Nvidia reports earnings... The AI trade is counting on it...

It's one of the most profitable businesses in the tech sector...

Earnings growth for companies in the S&P 500 Index has been off the charts this year... According to Charlie Bilello's Week in Charts, as of August 18, second-quarter earnings growth of 29% was "the biggest upside surprise in history." And it has risen to more than 50% year over year – the highest quarterly growth rate in five years. As a result, Bilello notes, "S&P 500 earnings are now expected to surge 32% in 2026, more than double the 15% growth expected at the start of the year." In this chart, you can see how growth has been climbing steadily […]

As AI demand drains Earth's finite resources, space offers a new frontier...

The threat of more financial war... Iran's neighbors want a deal... The market says 'all good'... We're still tapping those oil reserves... Fightin' words from Stanley Druckenmiller... Subsidizing procrastination...

You don't have to leave your chair to put your calves to work...

1) Following up on yesterday's e-mail... This is what a bubble looks like: The 10 best-performing stocks in the S&P 500 Index this year (through August 14) are all beneficiaries of the AI-infrastructure boom.

Even in long bull markets, gold prices still falter at times. So this year's pullback doesn't mean the overall boom is over yet...

On today's episode of Stansberry Investor Hour, Jim Bianco shares why bond investors shouldn't be panicking over the Fed cutting rates... explains why the bond market is the cornerstone of the economic system... and reveals his fears about the persistent inflation rates...