20 Jun 2026
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
Listen to the audio version of this article (generated by AI). Within days of its showy IPO, SpaceX ( SPCX ) has locked in a $60-billion deal to acquire up-and-coming AI coding agent Cursor . The price tag exceeds what Elon Musk paid for Twitter. In fact, excluding the $1.25 trillion merger between SpaceX and xAI , it’s Musk’s largest acquisition to date. SpaceX just raised $75 billion in the…
08 Jun 2026
The Next AI Boom Could Be Driven by Cybersecurity
Hello, Reader. What happens when AI starts finding security flaws that humans missed for 27 years? Governments don’t ignore it. They want access.
17 May 2026
The One Musk Advantage No AI Rival Can Copy
Listen to the audio version of this article (generated by AI). How did John D. Rockefeller build one of the most powerful business empires in American history? Yes, he found and refined more oil than his competitors. But that wasn’t the key to his success. Rockefeller ultimately built his legacy by owning the pipeline , not the oil — the infrastructure that every barrel had to flow through to get…
29 Apr 2026
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
Listen to the audio version of this article (generated by AI). Most investors think the AI infrastructure arms race is about chips... but the constraint that is becoming the ceiling on AI buildout isn’t silicon... it’s watts. A single next-generation AI training cluster can consume 1 to 2 gigawatts of electricity, enough power to run a mid-sized American city. The hyperscalers—Meta, Microsoft,…
