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.

The post CoreWeave is in freefall—is it time to buy? appeared first on Curzio Research.

The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more.

The post The big bank trade is over appeared first on Curzio Research.

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.

The post Eli Lilly won the first round of the weight-loss boom. Who wins next? appeared first on Curzio Research.

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.

The post The stock market is hiding a major warning sign appeared first on Curzio Research.

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.

The post Can inverse ETFs save you from a pullback? appeared first on Curzio Research.

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.

The post Political headwinds can’t derail the AI trade appeared first on Curzio Research.

After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium renaissance"... and how to benefit from this long-term secular trend.

The post Uranium is at an inflection point appeared first on Curzio Research.

High interest rates, rising energy costs, and a more expensive AI buildout are creating new risks for stocks. Here's how these headwinds reinforce one another—and what investors can do to protect their portfolios.

The post Wall Street’s biggest risks are starting to collide appeared first on Curzio Research.

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?

The post The market is facing the perfect storm appeared first on Curzio Research.

Advanced computing is lowering the cost of discovery… and increasing the value of information companies already own—like seismic surveys, exploration records, and other legacy datasets. Here's what it means for investors.

The post ‘Discovery’ could be the next trillion-dollar AI business appeared first on Curzio Research.

For years, near-zero rates pushed investors into stocks. Today, cash and bonds offer attractive returns again—changing the market's risk/reward setup and giving investors more reason to be selective. Here's what it means for your portfolio.

The post Stocks finally have real competition appeared first on Curzio Research.

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.

The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world.

The post Prepare for a 10–20% market pullback appeared first on Curzio Research.

AI demand remains incredibly strong. But as Big Tech's spending overwhelms its free cash flow, more of the buildout is being financed with debt… just as borrowing costs are rising. Here’s what investors need to watch.

The post Wall Street is watching AI stocks. It should be watching AI debt. appeared first on Curzio Research.

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.

The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.

The post 3 ripple effects of the Iran conflict that the market is missing appeared first on Curzio Research.

One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.

The post Old GPUs are changing the math behind the AI boom appeared first on Curzio Research.

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.

The post A major bear case against AI is falling apart appeared first on Curzio Research.

Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already printing money.

The post Nobody’s asking the most important AI question appeared first on Curzio Research.

Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.

The post Bitcoin miners just found a better business model appeared first on Curzio Research.