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Big Tech Takes the AI Bill: What It Means for Investors
In today’s Smart Money, let’s take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and…
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
The AI Acceleration Curve Just Went Vertical
New benchmarks suggest AI acceleration is speeding up rapidly – and the economic consequences could be enormous.
Your Job Is Now Competing With a $20 AI Subscription
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
As Volatility Flares Up Again, Strengthen Your Portfolio
Spreading investments internationally reduces reliance on the U.S. alone and can smooth overall returns over time. Plus, some markets outside the U.S. may offer cheaper…
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the ‘peak AI’ thesis with accelerating revenue, record margins, and expanding AI capex.
The Stocks Taking Off Now
Here’s the truth most investors are missing… What’s happening in the market right now isn’t “risk off.” It’s rotation.
Why the Companies Using AI Will Beat the Ones Building It
In this Smart Money, I’ll share two real-world examples where applying a breakthrough proved more profitable than inventing it – illustrating why AI Applier companies…
The Market Isn’t Flat. It’s Rotating – And AI Is the Trigger
AI is driving a massive stock market rotation. Why software stocks are falling – and hard assets are suddenly winning.
Nvidia’s Earnings Signal a Shift in AI Expectations
Today, my InvestorPlace colleague Louis Navellier is joining us to explore what Nvidia’s blowout results reveal about where the AI boom is headed next.
2 AI Stocks to Buy on This Pullback
Today, we’re discussing “Stage 2” AI firms. These companies provide the experience of using AI – the products and services that come after the “Stage…
What NVIDIA’s Earnings Tell Us About the Next Stage of the AI Boom
In today’s Market 360, I’m going to walk through the details of NVIDIA’s earnings and the market’s subsequent reaction. I’ll also discuss why expectations matter…
Your Post-Earnings AI Playbook
For years, legendary investor Louis Navellier has called NVIDIA’s earnings report the “grand finale” of earnings season. And this week, NVIDIA delivered what most companies…
Why the Mag 7 Lost $950B in One Week
Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat…
Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting
In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some…
The Bar Is Getting Raised. Alphabet and Amazon Are Showing Us Why..
In today’s Market 360, we’ll review their earnings and talk about why expectations are higher than ever – and how investors can prepare for what…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
The AI Stocks to Sell Immediately… and the Ones to Buy Instead
In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…
Three Stocks Insiders Are Selling in Droves
Like a house sitting on a sandy cliffside during a storm, no company in history has ever maintained ultrahigh prices forever. And when that happens,…
Stop Looking for Peak AI
By the numbers, global AI spending is projected to exceed $2.5 trillion in 2026 alone. Wall Street keeps looking at this and asking: Have we…
The Danger Lurking Behind a Strong GDP Number
Louis projects 6% growth while hiring stays flat… here’s the dynamic behind it… new data on the K-shaped economy… how Luke Lango is positioning for…
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