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The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.
Party Like It’s 1999: 5 Stocks to Buy Without Getting Bubble-Burned
To navigate the increasingly brittle rally, Louis Navellier has become far more selective in the stocks he’s recommending. And to do that, he’s partnered with TradeSmith CEO Keith Kaplan to build a…
Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…
What to Look For Before the SpaceX IPO
The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
NVIDIA’s Earnings Show “Parabolic” Demand. Here’s What Comes Next…
In today’s Market 360, we’ll take a closer look at what NVIDIA’s latest numbers tell us about the AI boom. I’ll also discuss why the…
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
5 Tech Stocks Powering the Next Leg of the AI Boom
Five tech stocks to buy now as the AI buildout accelerates: IonQ, DoorDash, Astera Labs, AMD, and Reddit. Luke Lango breaks down the Q1 2026…
This 150% Run Is Just the Beginning
The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…
A “Disaster” Inflation Report
PPI inflation comes in red hot… a mass cyberattack almost happened… why AI just changed the rules of the game… why legacy cybersecurity stocks might…
Don’t Miss the Next Turn In the AI Trade
The AI chip trade is changing shape as custom silicon becomes the next toll road in Big Tech’s infrastructure buildout.
Don’t Let a Divided Federal Reserve Distract You From the Next Wave of AI
“I won’t see you next time.” That’s how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
3 Stocks to Buy Immediately, According to AI
Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech’s next winners.
What the PCE Is Really Telling Investors Today
The ceasefire is fragile – but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
Why the Latest Inflation Numbers Look Hideous – And May Get Worse…
In today’s Market 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…
Give These 5 Sectors a Second Chance
Investors have certainly fallen out of love with stocks during the course of this financial crisis. But with most companies so beaten down, it may…
Two Stocks Our Experts Are Buying Now
In the real world, investing isn’t done with clean spreadsheets and perfectly labeled data. That’s where human analysts still have the advantage.
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