Hot Stocks

Hot stocks are not about hype. They emerge when powerful themes, policy shifts, and capital flows converge. InvestorPlace analysts track fast-moving market narratives, especially in technology, AI, and infrastructure, to identify stocks drawing outsized attention and explain what is really driving those moves.

$725 Billion and Counting: Why the AI Gusher Is Just Getting Started

The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.

The AI Nobody’s Talking About Is Already Picking Winners

By Luke Lango and the InvestorPlace Research Staff May 1, 2026

To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts… but can execute complex tasks on its own.

OpenAI Is Building What Comes After the iPhone

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 30, 2026

OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech's next winners.

12 Stocks to Buy After Meta’s Deal to Beam Energy From Space

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 29, 2026

The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.

Earnings Season Just Proved the AI Economy Is Splitting in Two

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 28, 2026

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 most favorable economic condition that exists for sustained earnings growth.

AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 23, 2026

AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors can’t ignore.

The Rise of Custom AI Chips Is Breaking Nvidia’s Grip

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 22, 2026

Custom AI chips are replacing Nvidia GPUs for inference. Here's how Big Tech is shifting — and which companies benefit most.

The Nvidia Acquisition Rumor Shouldn’t Be Ignored

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 19, 2026

The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.

Amazon’s Globalstar Acquisition Changes More Than Satellite Internet

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 18, 2026

Amazon's Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.

What the AI Demand Data Says That the Market Doesn’t

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 14, 2026

AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.

Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026

By Luke Lango and the InvestorPlace Research Staff Apr 10, 2026

Anthropic's revenue just exploded from $1 billion to $30 billion in 15 months. Here's what it means for AI investors and why the Anthropic IPO could dwarf both OpenAI and SpaceX.

What TurboQuant Actually Means for AI Memory Stocks

By Luke Lango, InvestorPlace Senior Investment Analyst Apr 2, 2026

AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.

Stock Market Outlook: Why This Pullback May Already Be Over

By Luke Lango, InvestorPlace Senior Investment Analyst Mar 24, 2026

A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.

GPUs Built the Boom, But the Next Great AI Stocks Aren’t What You Think

By Luke Lango, InvestorPlace Senior Investment Analyst Mar 23, 2026

AI stocks are entering a new phase as Nvidia signals a major shift in AI infrastructure. Discover the next bottleneck, the rise of agentic AI, and the artificial intelligence stocks to watch now.

While You’re Watching Oil, This Opportunity Is Slipping By

By Luke Lango, InvestorPlace Senior Investment Analyst Mar 21, 2026

Oil ETFs often fail to track oil prices. Here's why chasing oil can backfire – and smarter ways investors can approach the energy market.

The Next Big Trade Isn’t AI… It’s Prediction Markets

By Luke Lango, InvestorPlace Senior Investment Analyst Mar 20, 2026

Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase (COIN) could be early winners in this overlooked trend.