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.

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

Luke Lango examines the AI stock rebound and the opportunities ahead for AMD, Arm, Meta, Sandisk, and Qualcomm as AI expands beyond data centers.

In this week’s episode of Being Exponential with Luke Lango, I examine five cybersecurity stocks to buy. Each offers different ways to invest in securing AI, from protecting corporate systems to managing automated internet traffic. Their growth prospects and valuations…

Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing to supply them.

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…

For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher and I spend most of our time worrying about the technical risks to that assumption.…

Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.

Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning's bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is a sleeping dragon in physical AI.

Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure trade, and the one thing that actually could.

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.

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).

July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.

A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into free fall, and some of the best growth stories in this market were cut in…

In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this week's AI selloff reads the same way — and the one chart that will tell…