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CoreWeave is in freefall—is it time to buy?

Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move.

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Eli Lilly won the first round of the weight-loss boom. Who wins next?

GLP-1 drugs have turned Eli Lilly into a trillion-dollar company. But growing competition and changing consumer habits are creating new investment opportunities. Here's where Frank is looking next.

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The stock market is hiding a major warning sign

The Nasdaq is hovering near record highs, but many recognizable stocks are struggling underneath. Here's why a handful of megacaps can mask widespread weakness—and what investors should watch next.

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Can inverse ETFs save you from a pullback?

Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium.

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The market is facing the perfect storm

The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?

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The AI power gap Wall Street still hasn’t priced in

Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power shortfall shows why companies with secured grid capacity could become the next major AI trade.

The post The AI power gap Wall Street still hasn’t priced in appeared first on Curzio Research.

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The biggest growth trends have a scarcity problem

AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.

The post The biggest growth trends have a scarcity problem appeared first on Curzio Research.

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The 10-year note could break the market

If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.

The post The 10-year note could break the market appeared first on Curzio Research.

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A major bear case against AI is falling apart

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.

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The Treasury’s latest move is a warning sign

The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us.

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