Jeff Remsburg is the VP of Research at his organization. He specializes in finance, commodities and futures, trading, personal finance, and the intersection of technology with artificial intelligence and machine learning. Jeff's insights and analyses have been featured in Nasdaq, RealClearMarkets, Yahoo Finance, MSN, and InvestorPlace.
Preston is the artificial intelligence that powers the Intelligent Relations PR platform. Meet Preston
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A Prisoner's Dilemma with a Chinese accent… another Messy Middle story… OpenAI's AI hacks Hugging Face… reader feedback about yesterday’s Digest
Alphabet blows past earnings... capex jumps to $205 billion... why the “Lag 7” story is wrong... Louis Navellier’s' “best market since 1999”
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves – and why that shift could create a new generation of outsized winners for investors who get there early. Along the way, he lays out the framework he’s using to identify the kinds of companies that could become tomorrow’s acquisition targets.
Luke got the earnings right, but the timing wrong … here's what comes next… an AI event this Thursday… how to play the data center tsunami… readers sound off in the mailbag
The AI trade goes deep in the red… Wednesday's presser with no map... Thursday's number Warsh actually watches... and the calendar that decides everything in September
The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers report today… last chance for Luke Lango’s AI MegaDeal Event
Microsoft eases AI fears… the market's new AI split... Luke Lango's Exit Ladder if the selling returns... what the Fed's preferred inflation gauge just revealed...
By: Jeff Remsburg
In today's Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains why exceptional founders matter more than flashy résumés, why solving an urgent customer problem beats clever technology, and why timing can make the difference between a good investment and a great one.
The next Peter Thiel moment is here… AI's price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits from the AI takeover
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
