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 Industry Has Split Into Supergroups. Investors Need to Adapt.

AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.

The Race for AI Supremacy Just Entered a New Phase

Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over to quant investing legend Louis Navellier, who discusses a radical shift happening in the markets – fueled by AI – and the similarities it has with the Manhattan Project.

America’s New Industrial Push Has a Timeline — and It’s Short

In this issue, my colleague Luke Lango will explain why 2026 may not be “business as usual” like we’re used to… and more about a coordinated, government-backed push to secure America’s leadership in AI and critical technologies.

Quant Ratings Updated on 137 Stocks

If you’re a fan of the Lord of the Rings books or movies, you may remember the palantíri. That’s a fitting metaphor for a company whose entire mission is to extract clarity from oceans of data. I’m talking about Palantir Technologies (PLTR). But what really matters right now isn’t the mythology. It’s the execution.

The Crazy Map Update: Getting Hotter

Checking in on our late-stage bull market scorecard... new IPO madness... margin debt hits record highs... the single-stock ETF explosion... why we're still dancing (but closer to the exit)

Kevin Warsh, the End of QE, and the Great AI Divide

A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers.

Warsh Tapped for Fed Chair – Metals Crash 27%

Kevin Warsh gets the nod for Fed Chair… the market’s reaction… precious metals finally correct – get ready to buy… new data about our ever-expanding K-shaped economy

Company Layoffs Accelerate While Fed Stays Silent

In this week’s Navellier Market Buzz, I explained the fears behind the recent layoffs, what’s causing the massive trade deficit and why gold could reach $10,000 per ounce and previewed several upcoming earnings announcements.

Job Losses Without Layoffs – Prepare Your Portfolio Now

AI’s earliest impact on the job market isn’t who gets fired. It’s on who never gets hired. If, as I expect, job growth turns negative in 2026, it may not feel like the end of the world. But it could feel like something even more unsettling: an economy that still runs, but with fewer people running it.

FedEx Upgraded, Costco 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.

Own the Six Bottlenecks That Control AI Growth

The race for AI dominance has become a matter of national strategy. Washington is accelerating permits, steering capital, and clearing obstacles for the companies it views as mission-critical. That shift changes everything for investors.

Miss Out on Nvidia? Two More Innovative AI Chip Stocks Hiding in Plain Sight 

Much like Nvidia at $72, these two AI chip stocks have incredible upside that Wall Street hasn’t fully realized yet... 

While Other Investors Chase Hype, Do This Instead

In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…

The U.S. Is Mobilizing for AI Dominance

I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to find more.

Big Tech’s Earnings Are Exposing the True Cost of AI

In today’s Market 360, I’ll review four of the seven Magnificent Seven earnings that reported: Microsoft, Meta Platforms, Inc. (META), Tesla, Inc. (TSLA) and Apple Inc. (AAPL). Then, I’ll explain how this surge in spending connects to a much larger initiative taking shape beyond Big Tech, and how you can profit from it.

Here’s What Happens When Washington Decides It Can’t Lose

For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it.

Don’t Miss This 270-Day Investing Window (Wall Street Probably Will)

The American free market has officially closed for renovation. And when it reopens, it won’t look anything like the one we once knew...

Why Outstanding Results Aren’t Enough

ASML has great earnings – and investors sell… MSFT implodes after strong earnings… are we priced for perfection?... where the next wave of growth comes from… why low valuations alone won’t save you

Uncle Sam Sends Another Small Stock Soaring – Here’s How You Could Find Their Next Target

In today’s Market 360, we’ll go over how the latest move by Washington is just another step in the race. (It was a move that sent a tiny stock skyrocketing. This isn’t the last time that will happen, so we’ll unpack that some, too.)