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 Next Nvidia May Come From This Industry

The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become some of the market’s biggest winners.

AI’s Next Bottlenecks Could Mint New Millionaires

In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped drive huge gains for companies like NVIDIA and Broadcom. More importantly, he explains why that was likely only the beginning...

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

Why AI Could Drive Inflation Higher

In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds of billions of dollars to support it… and where the biggest opportunities for investors may lie.

The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.

After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute bottleneck…  and both of these AI infrastructure providers went on to capture enormous gains early in the AI boom. AI’s next wave of millionaire-maker bottlenecks is here.

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CPI data comes in as expected… unfortunately, it’s already outdated… aluminum is jumping… how to play it… Alcoa looks like it’s headed for a breakout

One Stock to Buy on Oil’s Wild Swings… and Two More in the Wings 

To help protect your portfolios during this Middle East conflict, I’d like to highlight a Fry’s Investment Report holding that should do well, regardless of whether oil surges to $120 or falls back to Earth. 

What Smart Money Knows and a Broker Would Never Tell You

Why momentum investing often outperforms buy-and-hold – and how stage analysis identifies breakout stocks early.

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

Why “Just Hold” Doesn’t Feel Safe Anymore

For many years, investors were told to buy strong companies and hold them for the long run. In my experience, that approach can still work. But the market doesn’t always make it easy. My friend and colleague Luke Lango believes this is the result of deeper changes in the market.

3 Stocks to Buy During the Hormuz Crisis — and Why

War in Iran has turned the Strait of Hormuz into a global flashpoint — and with it, roughly 20% of the world's oil supply is…

The Market Has Changed… Have You?

Stock market volatility is rising as algorithms react instantly to global events, forcing investors to rethink traditional strategies.

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

Iran Crisis Shakes Markets: 3 Top Stock Picks Right Now w/ Special Guest Jason Bodner

In this week’s Market Buzz episode, my friend and MoneyFlows co-founder Jason Bodner joins us to talk about the ongoing Iran conflict, how past geopolitical events have impacted the markets and what investors should do.

As This Metal’s Prices Rise, This Company Stands to Profit

If the war continues to create a global aluminum shortage, mining companies could stand to benefit. Now, I am certainly not celebrating conflict in the Middle East; but we can only invest in the world as it is, not in the rose-tinted world we might prefer.

NVIDIA Upgraded, Eli Lilly 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.

70% of Trades Are Now Machines. Here’s How to Beat Them.

If the market feels harder to read lately… you’re not imagining it. Its character has changed. My colleague Luke Lango explains why today’s volatility is structural, why the old rules don’t apply, and how identifying “breakout” stocks can dramatically improve your odds.

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 OpenAI IPO Could Be the Biggest AI IPO Ever

A wave of AI IPOs – from OpenAI to Anduril – could soon give investors access to the companies building artificial intelligence.