Articles

What NVIDIA’s $500 Billion “Checkmate” Means for Investors

In today’s Market 360, let’s look at how Huang’s Queen’s Gambit has worked so far… the two new moves that could tighten NVIDIA’s grip on the AI economy… and whether the king of AI is getting closer to checkmate.

AI’s Biggest Problem Right Now – And the Portfolio of Companies Solving It

Last week, you heard from my InvestorPlace colleague Luke Lango about a challenge facing AI investors: With so many opportunities out there, which stocks actually deserve a place in your portfolio? Today, my InvestorPlace colleague Eric Fry offers another perspective.

Is This Record-High Market Overbought? (Plus: 2 Top Stocks to Buy Now)

The S&P 500 surged above 7,800 for the first time ever last Thursday. That would normally be enough to make investors nervous. And there are a few reasons to wonder whether this rally is getting stretched.

Walmart Upgraded, Decker’s Outdoor Corporation Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start.

Which AI Stocks Actually Belong in Your Portfolio?

The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher question: Which ones deserve a place in your portfolio? My colleague Luke Lango believes simply owning more AI stocks isn’t the answer.

Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now

In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then I’ll share what this tells us about the increasingly difficult decisions investors face in today’s AI boom.

Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor

In today’s Market 360, let’s take a closer look at the latest inflation numbers, what they mean for the Fed and the stock market – and where I believe some of the biggest opportunities are taking shape right now.

These Shortages Could Fuel AI’s Next Winners

Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question… Where are these companies going to get everything they need to power it?

Why the AI “Freight Train” Is Still Gathering Steam

The better the numbers get, the more Wall Street worries that we’ve reached the peak. But my guest on this week’s Navellier Market Buzz, Adam Johnson, thinks Wall Street has it backward.

Eli Lilly Upgraded, Best Buy Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start.

Lessons From the AI Genius Who Tried to Outsmart the Market

We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in a matter of weeks.

4 Stocks That Could Profit From SpaceX’s Biggest Problem

Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI's biggest constraint and how that shortage could reshape the industry.

“Where’s the Beef” in This AI Earnings Boom?

When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”

How to Find the Next AI Opportunity Before Apple Does

Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke Lango to share his latest research.

The AI Boom’s Next 2 Winners May Surprise You

Rob and I discussed the recent semiconductor rout, Wednesday’s capitulation day and why he believes the volatility has created new buying opportunities. In fact, he identified two companies that could benefit as the AI infrastructure buildout continues.

Berkshire Hathaway Upgraded, Carvana Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start.

Big Tech’s Tab Is Running Up – But Who Is Profiting?

In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which ones gave Wall Street the receipts it wanted.

How Venture Capitalists Really Decide Where to Invest

After years of studying history’s greatest venture capital successes, my InvestorPlace colleague Luke Lango has developed a straightforward process for identifying exceptional companies.

The Fed Didn’t Raise Rates Wednesday – So Why Did the Market Plunge?

We’ll break down the Federal Reserve’s latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall Street reacted so sharply.