How Jensen Huang’s Honeypot Scandal Could Broaden the AI Trade
Nvidia’s Jensen Huang scandal could shift AI spending toward AMD, Broadcom, and Marvell. Luke Lango explains the opportunity, and why he’s staying patient.
Finding 2027’s Best Stocks May Require Letting Go of 2026’s Winners
Market leadership is shifting into 2027, making stock selection more important as investors follow fundamentals into new sectors.
A Historically Strong Post-Midterm Market Could Make 2027 a Stock-Picker’s Year
Stocks have historically rallied after midterms, while strong earnings and shifting market leadership set the stage for a selective 2027.
America’s Military Rebuild Starts With a Manufacturing Problem
America’s military rebuild needs factories, parts, and proven suppliers. See why RTX is a defense stock to watch as air-defense orders grow.
The Lockheed Martin Business I’d Watch More Closely Than the F-35
Lockheed Martin's $58.6 billion PAC-3 award shows how America's rearmament push is turning defense spending into factory expansion.
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More PodcastsWhy I’m Buying the AI Selloff: My Top Picks for 2027
Luke Lango examines the AI selloff, why chip suppliers may weather slower data-center construction, and the opportunities and risks in Nvidia, AMD, and Nebius.
