Earnings360 Newsletter for 6/6/2024

In 2000, one analyst told Barron's that a popular dot-com stock was headed for trouble. Soon after, it dropped 90 percent. Today, he's pounding the table with the opposite message on the very same company. It's now the lifeblood of AI data centers, yet almost no one has caught up with the story. While the media focuses on the AI chip wars, they've missed this company's essential role. Their hardware is so critical that a single data center uses enough to stretch around the world eight times. If you own Nvidia or missed the boat entirely, this could be your second chance.

Oil markets are adjusting because supply flexibility is shrinking. Venezuela's disruption is removing key barrels from the system at a time when spare capacity is already limited. Markets are reflecting that shift through price behavior, volatility, and sector rotation. A new trading briefing breaks down how supply pressure is showing up before headlines catch up, identifies three energy stocks traders are watching closely, and outlines what signals to monitor as the setup evolves.