There is a common pattern in new technology cycles, and it goes like this: The innovation itself appears. Then, a bottleneck emerges. Next, capital floods in to solve the problem. Finally, the regime ...
There is a short list of technologies that governments have decided are too important to lose. Nuclear. Semiconductors. Satellites. GPS. The internet itself. AI just made the list. Anthropic abruptly ...
Listen to the audio version of this article (generated by AI). In 1909, Theodore Roosevelt left the White House and set out for East Africa. He was not going there as a tourist. Roosevelt, his son ...
Editor’s Note: The best technology investments I’ve ever seen have one thing in common: they weren’t obvious at the time. Joe Austin has spent 40 years developing a nose for exactly those ...
Listen to the audio version of this article (generated by AI). Editor’s Note: On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at ...
For the better part of three years, the Physical AI narrative — the idea that AI would move off the cloud and into the physical world, powering robots, wearables, autonomous vehicles, and smart ...
Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, smaller AI companies ...
Listen to the audio version of this article (generated by AI). Memory stocks get nailed… Apple forced to raise prices… the memory trade today and who’s winning it… your MU earnings checklist for ...
Listen to the audio version of this article (generated by AI). Editor’s Note: Some of you may remember Joe Austin from last week. He’s a Wall Street veteran who has spent decades studying how ...
Mornings like we had on Wednesday are exactly why I get up and do this show every single day the market is open. UniQure NV (QURE) opened around $43. Touched $48.88 intraday. Closed in the high $47s.
Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to ...
Memory companies like Micron, networking names like Ciena, and server infrastructure players like Dell and HPE are all prospering as hyperscalers commit over $700 billion to AI infrastructure in 2026 ...