InvestorPlace Digest

JPMorgan’s Quiet Warning About AI

JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why caution is the right response… Eric Fry says this is where the next AI boom will take place

Good CPI Numbers…Are Irrelevant

CPI data comes in as expected… unfortunately, it’s already outdated… aluminum is jumping… how to play it… Alcoa looks like it’s headed for a breakout

Oil’s Plunge Sends a Market Signal

Is the war in Iran nearing its end?... tracking the volatility in oil… what happens if oil prices remain near $100… how will all this impact the Fed… the three signals to watch now

Keep Your Eyes on This Level

Oil soars past $100… stocks test support and hold – for now… how stage analysis can help you navigate this market… be careful about buying into the oil trade today… last Friday’s jobs data complicates Fed policy

2 Breakout Stocks to Buy Immediately  

Today, I’d like to share two stocks that demonstrate the power of Luke’s Breakout System – companies with hidden catalysts that could be entering the early stages of a major move. 

The AI Boom’s Dirty Secret

Before anyone had heard of ChatGPT or the AI revolution that has come to dominate the market, Nvidia (NVDA) was already a successful company best known for one thing: making explosions look better.

Volatility Is the New Normal. Breakouts Are the Edge.

In today’s Friday Digest takeover, our hypergrowth expert Luke Lango explains why modern markets behave differently than they did even a decade ago. With algorithms executing the majority of trades and geopolitical headlines hitting the tape at all hours, prices can shift before most investors have time to react.

The Stocks Poised for a Breakout

Our old warning about Adobe… Luke Lango and “the flip side”… why price is all that matters in today’s AI world… the power of stage analysis… which stocks Luke classifies as winners and losers going forward

AI’s “Gray Swan” Risk

Block eliminates almost half of its workforce… Luke Lango’s forecast for how high unemployment will go… two ways the AI trade gets a haircut… the corner of AI that will survive… Luke’s new trading tool that spots impending breakouts

From Panic to Rebound – Today’s Rollercoaster

Iran closes the Strait of Hormuz… global investment markets tank… Luke Lango with three ways this resolves… the action step to take now in your portfolio

Where Wall Street Turns as War With Iran Escalates

The U.S. launches strikes in Iran… will oil hit $100?... gold pops – one of Louis Navellier’s favorite miners… the drone stock that Jonathan Rose and Luke Lango have flagged… Brian Hunt with more defense plays to consider

2 AI Stocks to Buy on This Pullback 

Today, we're discussing “Stage 2” AI firms. These companies provide the experience of using AI – the products and services that come after the "Stage 1" firms have done their job. 

The Stocks Taking Off Now

Here’s the truth most investors are missing… What’s happening in the market right now isn’t “risk off.” It’s rotation.

Your Post-Earnings AI Playbook

For years, legendary investor Louis Navellier has called NVIDIA’s earnings report the “grand finale” of earnings season. And this week, NVIDIA delivered what most companies would consider a blowout grand finale… beating on revenue, earnings, and guidance. Yet the stock fell…

What If AI Working Is the Real Problem?

A sobering piece from Citrini Research jars investors… the dystopian scenario based on AI working as hoped… how and why the dominoes fall… where to…

The Businesses That AI Can’t Replace

The predictive “edge” Jonathan Rose is using today… watch for the “gaps”… our AI Revolution experts say more software pain is coming… where to hide out as AI ravages portfolios

“Buy the Dip” in This Megatrend?

Drones are down – is this a good entry point?... how Jonathan Rose sizes up the opportunity set… the economics behind humanoids aren’t good for humans… Louis Navellier and Luke Lango are bullish on NVDA earnings tomorrow

What to Expect in the New Tariff Turmoil

The court limits Trump’s tariff power… the White House hits back with a 15% blanket tariff… how will it all play out?... digging into the portfolio implications

Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some believe...