Regular readers know that Marc Chaikin has long been "bullish" on artificial intelligence ("AI") as a huge, long-term trend. And over at our corporate affiliate Altimetry, our friend Joel Litman is following another big story with AI as it relates to global power...
Editor's note: Regular readers know that Marc Chaikin has long been "bullish" on artificial intelligence ("AI") as a huge, long-term trend.
And over at our corporate affiliate Altimetry, our friend Joel Litman is following another big story with AI as it relates to global power...
As regular readers know, Joel is the founder and chief investment officer of Altimetry. And today's essay from him is adapted from this past Thursday's edition of the free Altimetry Daily Authority e-letter.
In it, Joel explains how the U.S. is setting the stage for worldwide AI dominance...
AI Supremacy Will Dictate the Balance of Power
By Joel Litman, chief investment officer, Altimetry
Experts are predicting a seismic shift in AI spending and technology...
Annual investments in data centers – the backbone of AI infrastructure – are expected to soar... from $300 billion to $900 billion by 2027 worldwide.
On the tech side, autonomous agents are expanding the limits of AI... These agents are like chatbots, but more specialized and powerful. They're trained for specific tasks... like conducting deep research, designing coding solutions, and pinpointing cybersecurity threats.
Companies, and entire countries, are working around the clock to develop and implement AI agents. In short, this technology is fueling a major geopolitical transformation.
Nations are scrambling to secure their positions in the AI-driven future. And the U.S. is emerging as a key player...
Federal funding, Department of Government Efficiency ("DOGE") mandates, and corporate initiatives are all cementing its leadership in advanced AI technologies.
Today, we'll dig deeper into this transformative era. Specifically, we'll show how the U.S.'s public and private AI investments could dictate the balance of power... and secure its dominance as a global tech powerhouse.
Gold just hit another all-time high, breaking $3,500 an ounce. But history shows it could be on the verge of its biggest bull run in more than half a century... triggered by a likely major event, eerily similar to what happened in the 1970s. (It's NOT inflation or anything you're likely expecting.) Today, senior analyst Dan Ferris of our corporate affiliate Stansberry Research believes you MUST own shares of his No. 1 gold stock. It's the centerpiece of his full plan for this brutally volatile market, with extraordinary upside potential. See this important gold update here.
The oil and gas industry just helped unlock enough energy to power America for 30,000 years... using a breakthrough new drilling technique. Energy Secretary (and former oilman) Chris Wright calls it an "awesome resource." And the U.S. government has already begun selling thousands of acres of public land to develop it. Here's everything you need to know.
America has a long history of tech leadership. And its approach to AI is no different...
The U.S. currently holds about 70% of global AI compute – the resources needed to perform AI tasks. And it's quickly adopting this technology for a range of uses... including infrastructure and cybersecurity.
DOGE is leading this effort on the public side. It's recommending that federal agencies funnel billions of dollars into defense, research, and industry applications starting this year... all to secure U.S. dominance in advanced AI systems.
And the private sector is starting to take notice. Companies like Nvidia (NVDA) and Microsoft (MSFT) are gearing up to capitalize on this massive AI shift...
Nvidia's graphics processing units power much of the AI infrastructure. And Microsoft's cloud-computing platforms are essential for scaling AI applications.
As demand for advanced chips and cloud services explodes, these firms are racing to bolster their AI capabilities. Newer entrants are also carving out their niche... by improving data-center efficiency and enhancing AI solutions.
As AI reshapes entire industries, it also offers some caveats...
Earlier, we noted that autonomous AI agents are performing highly advanced tasks once reserved for humans alone.
Yet these systems aren't perfect. And they cost a lot... Depending on their complexity, AI agents can range from tens of thousands to hundreds of thousands of dollars to operate. But, like most technology, they'll get better and more efficient over time.
By early 2026, AI could help streamline operations and cut costs for companies across most sectors.
Areas like technology and finance are likely to be "early adopters." But even more unexpected sectors like energy and real estate will find ways to use AI in the next few years.
Now, the AI revolution isn't a fully smooth course. It will fuel market volatility. And many firms will stumble under the weight of overhyped promises.
But there's no denying that the U.S. is setting the stage for worldwide AI dominance... And we're not just talking about profits. AI is reshaping the future of work, cybersecurity, and global influence.
For investors, this poses an opportunity and a challenge...
You must separate genuine innovation from the hype.
That's a tall order, particularly with so much economic uncertainty today. It's easy to get distracted by headlines about tariffs... trade wars... and the resulting volatility.
And while the markets are in "panic mode," they're missing a much bigger AI story – one that hardly anyone is talking about.
Right now, no one embodies AI adoption like Elon Musk and the broader DOGE agenda. We're almost 100 days into that project. And very soon, we expect the DOGE team to launch the next phase of Musk's master plan... what we're calling "DOGE Phase II."
This rollout will have near-instant implications for the stock market. It's unlike anything we've ever covered before. And by the time most folks catch on, the biggest gains could already have been made.
My colleague Rob Spivey and I just shared what we're seeing in an urgent presentation last Thursday... and how to position yourself before the government's crucial May 1 deadline.
This is your chance to be a part of the DOGE Phase II story from the very start. It will blindside just about every investor in America... but you don't have to be one of them.
It's tempting to throw your money at any so-called "AI leader." But top AI users, including the U.S. government, are looking for companies that both ride the wave and shape its direction.
That's what investors should be looking for, too.
Regards,
Joel Litman
Market View
Major Indexes and Notable Sectors
# Hld: Bullish Neutral Bearish
Dow 30
+0.01%
2
20
8
S&P 500
+0.72%
48
298
158
Nasdaq
+1.11%
9
63
28
Small Caps
+0.03%
207
1165
519
Bonds
+0.74%
Consumer Discretionary
+1.8%
1
33
18
— According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks remain Bearish. Major indexes are all bearish.
* * * *
Sector Tracker
Sector movement over the last 5 days
Information Technology
+8.09%
Consumer Discretionary
+6.58%
Communication
+4.6%
Industrials
+2.96%
Financial
+2.94%
Materials
+2.32%
Health Care
+1.89%
Energy
+1.09%
Utilities
+0.57%
Real Estate
+0.2%
Consumer Staples
-1.26%
* * * *
Industry Focus
Software & Services
12
120
8
Over the past 6 months, the Software & Services subsector (XSW) has outperformed the S&P 500 by +3.43%. Its Power Bar ratio, which measures future potential, is Strong, with more Bullish than Bearish stocks. It is currently ranked #7 of 21 subsectors and has moved up 2 slots over the past week.
Top Stocks
DBX
Dropbox, Inc.
PATH
UiPath Inc.
PEGA
Pegasystems Inc.
* * * *
Top Movers
Gainers
CHTR
+11.43%
TSLA
+9.8%
VRSN
+8.0%
CZR
+4.67%
PLTR
+4.64%
Losers
ERIE
-11.47%
TMUS
-11.22%
AON
-8.0%
ODFL
-7.65%
INTC
-6.7%
* * * *
Earnings Report
Earnings Surprises
PSX Phillips 66
Q1
$-0.90
Missed by $-0.18
LYB LyondellBasell Industries N.V.
Q1
$0.33
Missed by $-0.10
CNC Centene Corporation
Q1
$2.90
Beat by $0.38
HCA HCA Healthcare, Inc.
Q1
$6.45
Beat by $0.70
AON Aon plc
Q1
$5.67
Missed by $-0.36
* * * *
You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here.
You're receiving this e-mail at indra21poetra@gmail.com.
For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized financial advice.
Any brokers mentioned constitute a partial list of available brokers and is for your information only. Chaikin Analytics, LLC, does not recommend or endorse any brokers, dealers, or investment advisors.
Chaikin Analytics forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Chaikin Analytics, LLC (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation.
This work is based on SEC filings, current events, interviews, corporate press releases, and what we've learned as financial journalists. It may contain errors, and you shouldn't make any investment decision based solely on what you read here. It's your money and your responsibility.
Tidak ada komentar:
Posting Komentar