Is the AI Trade Over? The Bear Case Against H...

Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 billion dollar season. This divergence between financial anxiety and high-end co ...  Show more

USAA is returning nearly one billion dollars to Florida policyholders following legal reforms that have dramatically reduced frivolous claims and litigation costs in the state's notoriously troubled insurance market. This is a powerful case study in how regulatory and legal envir ...  Show more

US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ...  Show more

This week, Sim and Maia discuss the importance of investing in AI and the benefits of using exchange-traded funds (ETFs) to gain exposure to the AI market. They highlight three AI-focused ETFs: iShares Exponential Technologies ETF (XT), Robo Global Robotics and Automation Inde ...

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Midas’ website: https://midas.app/ Follow Midas on Twitter https://x.com/midasrwa Fabrice Grinda’s website: https://fabricegrinda.com/ Fabrice Grind ...  Show more

US stocks rise as the US and EU reach a significant trade deal: the EU accepts a 15% tariff on most exports to the US and will lower levies on key American products. The agreement includes a $750 billion EU energy purchase and $600 billion in US investments, boosting US defense s ...  Show more