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DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors

DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and i ...  Show more

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DeepSeek's Permanent Price Cut: What AI Commoditization Means for Tech Investors

DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and i ...  Show more

SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?

Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks. We explore the history of IPO booms, what they reveal about market sentiment, and how investors should ...  Show more

Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside

Today's Stocks & Topics: Capricor Therapeutics, Inc. (CAPR), Market Wrap, Railroad Stocks, Gentex Corporation (GNTX), Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside, Frontline PLC (FRO), P.E. Ratio Calculation, Check Point Software Technologies ...  Show more

Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors

Gold has been quietly climbing even as oil prices drop on Middle East peace hopes and the dollar drifts lower — a combination that reveals important dynamics about how investors are thinking about risk right now. We unpack what's driving gold higher and what it signals about broa ...  Show more

Best of Caller Questions - Memorial Day

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Sto ...  Show more