AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?

Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal.Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

AI-themed ETFs are surging in number even as the sector faces a rough quarter, with companies like Anthropic rolling out cheaper models and AI capital expenditures dominating earnings calls — yet returns remain elusive for many investors. We ask the critical question every listener wants answered: when does the AI infrastructure spending boom actually translate into profits?Today's Stocks & Topics: Parker-Hannifin Corporation (PH), Market Wrap, Bond Concentration Risk, State Street Corporation (STT), AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?, CrowdStrike Holdings, Inc. (CRWD), Mueller Industries, Inc. (MLI), Fibonacci Extensions, Kinder Morgan, Inc. (KMI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The US dollar has been whipsawing — pulling back as the US-Iran attacks paused, while simultaneously hitting 40-year highs against the yen — creating a confusing picture for currency and international investors. We explore what these dollar dynamics mean for your international holdings and the broader economic outlook.Today's Stocks & Topics: Brookfield Corporation (BN), Market Wrap, Share Dilution, Amazon.com, Inc. (AMZN), Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk, The Coca-Cola Company (KO), Targa Resources Corp. (TRGP), EMCOR Group, Inc. (EME), Hedge Funds Demand.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The 10-year Treasury yield is hovering near January 2025 highs as oil-driven inflation fears collide with an uncertain Fed path, creating serious turbulence in bond markets. We break down what these yield levels mean for bond investors, mortgage borrowers, and anyone trying to build a balanced portfolio right now.Today's Stocks & Topics: ING Groep N.V. (ING), Market Wrap, Wheaton Precious Metals Corp. (WPM), Pan American Silver Corp. (PAAS), Commercial Real Estate Lending, Autoliv, Inc. (ALV), Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio, CrowdStrike Holdings, Inc. (CRWD), Corning Incorporated (GLW), Energy Transfer LP (ET), ServiceNow, Inc. (NOW), Big Tech Credit Risks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

U.S. gas prices have crossed the $4-per-gallon mark again as the ongoing conflict between the U.S. and Iran continues to rattle energy markets. With the Strait of Hormuz under threat and tanker traffic dropping, investors need to understand how this ripple effect reaches their wallets.Today's Stocks & Topics: T. Rowe Price Capital Appreciation Equity ETF (TCAF), Market Wrap, Agnico Eagle Mines Limited (AEM), B2Gold Corp. (BTG), The Industrial Boom, Southern Copper Corporation (SCCO), Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio, American Express Company (AXP), Invesco S&P 500 Equal Weight ETF (RSP), Vanguard S&P 500 ETF (VOO), Liberty Energy Inc. (LBRT), Quant Investing, Banks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy shows signs of slowing. This tension between fighting war inflation and supporting growth is the single biggest macro question for investors right now.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Oscar Health, Inc. (OSCR), Lumentum Holdings Inc. (LITE), Solventum Corporation (SOLV), The Fed's Impossible Position: War Inflation vs. Rate Cuts, Interest Options, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Dover Corporation (DOV), LiveWire Group, Inc. (LVWR), The Oil Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its own set of consequences for multinationals, emerging markets, and commodity prices.Today's Stocks & Topics: Trump Account vs. 529 Account, Market Wrap, abrdn Physical Precious Metals Basket Shares ETF (GLTR), K Shaped Economy, CF Industries Holdings, Inc. (CF), Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?, Blue-Chip Stocks, Meta Platforms, Inc. (META), Private Label Brands, Vanguard Energy Index Fund ETF Shares (VDE), Chubb Limited (CB).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. This week we explore the sectors and themes that are working when tech isn't, and how to find opportunity in the chaos.Today's Stocks & Topics: Jackson Financial Inc. (JXN), Market Wrap, AvalonBay Communities, Inc. (AVB), 401k Allocations, DraftKings Inc. (DKNG), Stocks Beyond Tech: Where Is the Market Actually Working Right Now?, VICI Properties Inc. (VICI), Agree Realty Corporation (ADC), Best Stock Screeners, UGI Corporation (UGI), Avantis U.S. Equity ETF (AVUS), Vanguard Russell 3000 ETF (VTHR), The Dollar.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creating an unusually uncertain backdrop. How these earnings come in will likely determine whether the broader market can hold its current levels or breaks down.Today's Stocks & Topics: The Western Union Company (WU), Market Wrap, Danaher Corporation (DHR), Trump Imposes 50% Tariffs on Canadian, NIKE Inc. (NKE), Can the Magnificent Seven Earnings Hold the Market Up?, Cameco Corporation (CCJ), Cameco Corporation (CCJ)¸ Target Corporation (TGT), U.S. Oil.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with the United States. We look at how the world's most populous country is navigating this energy crisis and what it means for emerging market investors.Today's Stocks & Topics: U.S. Bancorp (USB), Market Wrap, NVIDIA Corporation (NVDA), Consumer Price Index (CPI-U) Report, Gaming and Leisure Properties, Inc. (GLPI), India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?, RTX Corporation (RTX), T. Rowe Price Group, Inc. (TROW), Perpetual Futures.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands