CoreWeave IPO, Nvidia GTC, and Tariff and Recession-Proof AI Stocks

The Iran war is raging and the 2026 stock market hinges not on the ultimate outcome of the war, but rather the immediate unblocking of the Strait of Hormuz. We discuss how that can happen and why you should buy AI stocks on the pullback. We also predict a pullback in all things defense when the resolution does eventually come, and we analyze how you can capitalize on that to position yourself well for the increasingly violent future we face. AI will be pivotal in the future of war and defense, as seen in the recent discussion surrounding Anthropic's relationship with the Department of War.AI Stocks Discussed: Lockheed Martin (LMT), RTX Corp (RTX), RedCat (RCAT), Leidos Holdings Inc (LDOS), Garmin (GRMN), L3Harris Technologies Inc (LHX), Elbit Systems Ltd (ESLT), AeroVironment Inc (AVAV) and many more.Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

AMD earnings happened and somehow got noticed, the non-Claude Clawdbot "sucks" but scares (dracula?), and Michael Burry loves Gamestop but Nvidia is the fraudster. Truth is stranger than fiction in our first episode of 2026.....You knew we had to come in with the save as soon as AI stocks took a fall.AI Stocks Discussed: Google (GOOG), Apple (AAPL), Nvidia (NVDA), OpenAI (private), Anthropic (private), AMD (AMD), and many more.Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

Clarifying comments on the Google/Apple deal reported in Bloomberg yesterday, practically at the exact same time our episode was recorded with speculation on what a Gemini/Siri deal would look like.

We skip the fluff and give you four AI stocks you probably haven't heard of. These four AI stocks are all profitable companies with major AI tailwinds, not to mention one even has a PE of 18 and pays a dividend. In this episode we also discuss the ongoing AI Mag 7 shakeout, analyzing which magnificent seven company could be the short of the century. Lastly, we discuss how changing attitudes towards capitalism could affect the stock market, challenging you to be "antiso" too.AI Stocks Discussed: Google (GOOG), Apple (AAPL), META (META), Celestica (CLS), Solstice Advanced Materials (SOLS), Iren (IREN), Leidos (LDOS), and many more.Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

AI is eating software, and stocks like Monday.com and Adobe have taken a hit. In this episode we give you a game plan to stay off the dinner table, with four AI stocks that benefit from the shift from labor to capital (and from services to capital). We first cover a new AI data center play and why all analysts rate it a buy with at least 40% upside, before taking a second look at rare earth stocks like MP Materials and USAR (with a surprise appearance by a major Australian rare earth company you've never heard of). The episode wraps up with a final analysis of Google - you might be surprised to find our take after Google's impressive comeback over the last couple months.AI Stocks Discussed: Google (GOOG), MP Materials (MP), USA Rare Earth Inc (USAR), Lynas Rare Earths Ltd (LYSCF), WhiteFiber (WYFI), and many more.Catch our daily AI stock news show on Youtube at https://www.youtube.com/@InvestingInAI

Investing in AI stocks in 2025 is equally gratifying and terrifying with the ever-present threat of tariffs and their possible economic impacts. We break down what really matters most in economic indicators - since the overall economy affects AI stocks more than anything - before we take a look at what the next three years in AI will bring. Learning from the successes of Circle and CoreWeave - we tip you off to the next big AI IPO (DataBricks). DataBricks is expected to IPO before the conclusion of 2025, but it could get pushed out if the economy sours.AI Stocks Covered in This Episode: Google (GOOG), Uber (UBER), QuantumScape (QS), DataBricks (private), Circle (CRCL), and CoreWeave (CRWV)

We've made double the returns of the NASDAQ and S&P so far this year, so it's time to take a look at what's working (and what's not). In doing so we discovered two hidden AI plays that no one's talking about. Before discussing those two stealth AI infrastructure stocks, we cover our big profits in Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), and Applied Digital (APLD). Next we tell you what to disregard for the rest of the year and what to watch to determine where stocks are headed next - spoiler alert: effects of tariffs beat out inflation and war. Don't miss our final segments on China and a timely warning on Google!AI Stocks Covered: AliBaba (BABA), Baidu (BIDU), Western Digital (WDC), Seagate (STX), Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), Applied Digital (APLD), Tesla (TSLA), Google (GOOG), and several more

AI stocks are back in vogue (for about three days now). But will this AI earnings surge continue? The answer is always in the economy, and in this episode we aggregate advice from the top economists in the world to paint a slightly more nuanced picture. Despite blowout earnings from Microsoft (MSFT) and Meta (META), 44% of S&P companies that have reported so far have mentioned "recession" on their earnings calls. We highlight three key events over the next three trading days: Amazon and Apple earnings, the labor report, and ISM services.Regardless of where things go in May, we provide our ideal hedges for the rocky two quarters to come, including a detailed explanation of treasury ETF basics and Chinese tech ETFs. AI Stocks Covered: Microsoft (MSFT), Amazon (AMZN), Meta (META), SAP (SAP), IBM (IBM), and many more

AI stock victim? We can help, starting with an analysis of the CoreWeave IPO disaster, a GTC that failed to kill persistent skepticism against Nvidia (NVDA), and....(drumroll) which AI stocks are safe from tariffs and recession, and which are sure to get slaughtered. Join us for an AI investing cope session, accompanied by keen macroeconomy analysis (really, it's good analysis). AI Stocks Covered: Nvidia (NVDA), CoreWeave (CRWV), Amazon (AMZN), Meta (META), and many more.

According to the market media, Nvidia has declined 105%, we're in the middle of a fierce recession, and there's no longer any need for GPUs due to Chinese dominance. In this episode we use AI and expert economists' commentary to clarify why the dominant narratives of the market pullback are, well, not quite right. If you're not sure how to think about the market crash - or if you feel like you want to sell everything and hide out until next year - this episode is for you.AI Stocks Covered: Nvidia (NVDA), AliBaba (BABA), Microsoft (MSFT), Broadcom (AVGO), Meta (META), Marvell (MRVL), Taiwan Semi (TSM)