Eric Fry

Fortunately, you don't need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays out the two qualities that separate long-term winners from eventual blowups.

In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future possible.

In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like a nesting doll, I’ll reveal a hidden play within that overlooked theme – a turnaround opportunity hiding one layer deeper.

Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying the tools that will power what comes next.

Hello, Reader. In the 1989 film Field of Dreams, the famous line goes: “If you build it, they will come.” But in the AI boom, the saying may need an update: “If you build it, communities will protest. But if you have already built it, they may come.” The “it” here is data centers. As AI…

Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary industrial processes, commercial innovations, and scientific discoveries. Biopharmaceutical companies are among that group.

There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more opportunities, but also making it harder to know which stocks belong together.

In today’s Smart Money, I’ll show how as AI moves into the physical world, a whole new wave of investment opportunities could follow.

In today’s Smart Money, I’ll explore what Target plans to do with its CAIO role, what this decision signifies for the company, and how it impacts the broader AI landscape.

Artificial intelligence is finally giving circular-economy companies the missing ingredient: a way to organize chaos at scale.