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.

A Slowdown May Be Exactly What the AI Boom Needs

By Luke Lango and the InvestorPlace Research Staff
There's a reason professional athletes don't train at full speed every single day. If you push too hard for too long, you'll break like a…

Nvidia Stock Scandal: 4 Experts Weigh In on NVDA’s Future

By InvestorPlace Staff
Jonathan Rose, Louis Navellier, Luke Lango and Eric Fry assess Nvidia stock after Jensen Huang's resignation and ahead of the November 17 earnings report.

Insider Buying Signals: 3 Healthcare Stocks to Watch

By Jonathan Rose and InvestorPlace Staff
Insider buying and share buybacks have put Prothena, Rapport Therapeutics and Azenta on the radar. See the catalysts and risks behind each stock.

The One NeoCloud Stock to Buy Now

By Luke Lango and the InvestorPlace Research Staff
NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.

Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks

By Luke Lango and John Kilhefner
The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.

What a $1.4 Trillion AI Chip Market Means for Everything Around the GPU

By Luke Lango, InvestorPlace Senior Investment Analyst
The AI infrastructure boom is getting so big that the industry's biggest challenge is increasingly becoming physical scarcity.

Why AI Stocks Are Falling (And What to Buy Now)

By Luke Lango and the InvestorPlace Research Staff
Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications still moving from research labs into practical use.

Is the AI Bubble About to Pop? Where 4 Experts Are Putting Money

By Luke Lango and the InvestorPlace Research Staff and John Kilhefner
From battlefield drones to Wall Street’s AI spending boom, technology is advancing at extraordinary speed. But beneath the market’s record highs, warning signs are emerging. Here is how we are navigating them.

Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout

By Luke Lango, InvestorPlace Senior Investment Analyst
AI stocks face pressure from oil and interest rates, but strong chip sales and data-center growth suggest October’s dip could offer a buying opportunity.

Don’t Miss These 4 Stocks in the AI Infrastructure Race

By Luke Lango and the InvestorPlace Research Staff
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking to data storage and fiber infrastructure.

The Next AI Stock Winners Could Be Hiding in the Bottlenecks

By Luke Lango and the InvestorPlace Research Staff and John Kilhefner
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.

What Nvidia Told Us About the Next Big AI Bottleneck

By Luke Lango, InvestorPlace Senior Investment Analyst
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.

The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number

By Luke Lango and the InvestorPlace Research Staff
Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop I have analyzed in years? I aim to find out in this week's Being Exponential podcast.

Nvidia Sold the Market a New Story, and It Bought It. Here’s Why.

By Luke Lango and the InvestorPlace Research Staff
Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.

The 161-Year-Old Warning Hiding in the Tech Selloff

By Luke Lango, InvestorPlace Senior Investment Analyst
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here's why this week's AI selloff is sentiment, not fundamentals.

AI Spending Just Revealed a $7,000 Gap Between Winners and Losers

By Luke Lango, InvestorPlace Senior Investment Analyst
Top agentic AI adopters now spend $7,400 per employee monthly, versus just $12 for the average firm. Here's why that gap points to an AI infrastructure supercycle with years of room left to run.

The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’

By Luke Lango and the InvestorPlace Research Staff and John Kilhefner
Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock buying window reopened.

Lumentum’s 680% Run Created a New Portfolio Problem

By Luke Lango, InvestorPlace Senior Investment Analyst
Lumentum stock keeps winning on AI optics demand. Now its 680% gain raises a different question: how much should investors own?

5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover

By Luke Lango and the InvestorPlace Research Staff and John Kilhefner
In this episode of Being Exponential, Luke Lango dives into five of the biggest space stocks shaping the rapidly expanding space economy: Redwire (RDW), BlackSky (BKSY), Rocket Lab (RKLB), AST SpaceMobile (ASTS), and SpaceX (SPCX).
Load More Articles