Market Insight

Markets rarely move at random. InvestorPlace’s leading analysts break down macro trends, sector dynamics, and recurring market patterns to help investors understand what is changing, what matters most, and where opportunities may emerge.

The AI Rotation Is Happening – Here’s How to Stay Caught Up

Software stocks didn’t feel much love approaching Valentine’s Day – and no amount of flowers and chocolate today can change that. That’s why it’s important to stay as alert as possible. So, let’s go over why software stocks are still suffering steep declines. Then, I’ll share how you can keep your portfolio safe from the selloff.

Stop Looking for Peak AI

By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we reached peak AI spending?

Why Figma Stock Crashed 81%: The IPO Mechanics Retail Never Saw Coming

The long IPO winter is finally coming to an end. And today, it’s a new wave of AI startups leading the surge in public listings.…

The Great Tech Dislocation – and What Happens Next

In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about rotation… which companies could genuinely face pressure… and where capital is likely moving next as the AI Revolution shifts from Stage 1 to Stage 2.

Barneys New York and the Danger of Ignoring a Market Paradigm Shift

Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.

Why Yesterday’s Winning Strategy Stops Working

In his piece today, Marc Chaikin shares the story of Barneys New York – a once-iconic retail powerhouse that looked untouchable… until the world changed around it. His message is clear: the same thing happens in the stock market, and investors heading into 2026 can’t rely on yesterday’s tools.

This Breakthrough Changed Everything – and Most Investors Missed It

Yesterday, we shared Marc Chaikin’s thoughts on how investors can fall behind when markets change and old strategies stop working. Today, he’s taking that idea a step further.

AI Job Loss Is Accelerating – and Washington Won’t Stop It

Millions of jobs are at risk of displacement. Understand Engels' Pause and why joining the capital class is your only defense.

Here Is Where Gold Goes Next

What history suggests is next for gold… horrific forecasts of government fiscal excess… a moonshot trade idea from Jonathan Rose… Marc Chaikin’s warning to investors today

Markets Change. Most Investors Don’t. That’s the Problem.

Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys New York. For decades, it looked untouchable. Then the world changed, and Barneys didn’t change with it.

The AI Stocks to Sell Immediately… and the Ones to Buy Instead 

In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving AI into their operations to boost efficiency, productivity, and profitability. 

Strong Jobs Numbers Veil a Bigger Threat

The economy adds 130,000 jobs… but last year was much weaker than expected… a mixed picture from the consumer… a big picture issue to keep on your radar

Japan Just Hit Record Highs. Here’s the Trade to Make.

Political optimism isn’t the only force powering the Japanese rally. So, in today’s Smart Money, let’s take a closer look at several other factors driving Japan’s market higher.

It’s Over for Bitcoin…for Now

Luke Lango says Bitcoin has hit its Fourth Bust… a “growing consensus” about the government and your wallet… Eric Fry’s pick crushes Nvidia… where to find tomorrow’s biggest AI winners

The Market Is Getting More Selective – 202 Stocks Just Changed Grades

If you watched the Super Bowl on Sunday, you already know it ended with the Seattle Seahawks taking home the Lombardi trophy. And while there were plenty of standout moments, one key factor was the deciding factor of the game: their defense. In the stock market, the same principle applies. Long-term success doesn’t come from chasing every headline or hot trade.

SaaSmageddon Is Here – and Not All Software Stocks Will Survive

An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.

The Devon-Coterra Merger: 7 Key Questions Answered

Devon Energy's merger with Coterra creates a $58 billion energy giant with a 31% dividend increase. Learn what the all-stock deal means for DVN investors, ownership structure, and long-term strategy.

Why the Mag 7 Lost $950B in One Week

Last week's tech chaos explained... why Alphabet and Amazon's spending shocked Wall Street... the Stage 1 to Stage 2 transition... which stocks face existential threat from AI... and how Louis and Luke are positioning for the winners

Is the Fed Behind the Curve? Inflation, Recession & Gold Outlook with Special Guest Ed Yardeni

In this week’s Navellier Market Buzz, my friend and economist Ed Yardeni joins us to break down what’s happening at the Federal Reserve and why they seem to be behind the inflation curve. We also talk about why shelter prices remain stubborn, Ed’s outlook on gold prices and much more.