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Why You Shouldn’t Worry About the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
What Dario Amodei’s ‘Oppenheimer Moment’ Means for AI Stocks
Would slowing the development of the most powerful AI models also slow the demand for the chips, electricity, and data centers that run them?
Wall Street’s Next “October Surprise” May Already Be Starting
Today, Louis explains why the weeks surrounding the midterm elections could bring an important shift in market leadership – and why history suggests investors should…
Humanoids’ First Mass Market: The Night Shift America Can’t Staff
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
5% Was the Line – We’re Now at 5.25%
Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
3 Analysts, 3 Trades to Make Today
Today, let’s forget all the headlines and focus on three actionable ideas from three of our sharpest analysts.
Are Chinese Bots Driving the AI Panic?
A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last…
AI’s Next Big Opportunity Is Right in Front of You
Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
AI’s “Google Moment” May Still Be Ahead
I’m paying close attention to what legendary growth investor Louis Navellier is seeing in AI right now. And lately, he’s been investigating a new AI…
What $6 Diesel and This Week’s Inflation Reports Mean for the Fed
In today’s Market 360, I’ll break down what they revealed about inflation and explain why the pressure is building on the Federal Reserve.
If the Race for Smarter AI Slows, This May Be the Next Wave of Profits
Luke Lango thinks investors may be overlooking an important part of the current AI story: Even if the industry takes longer to develop tomorrow’s AI,…
Before Elon Musk Builds a Million Robots, Follow the Money
Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke…
What Nvidia Told Us About the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
Time to Wake Up. Copper Stocks Are the AI Trade Everyone’s Sleeping On.
Everybody’s crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal that’s been around…
How an AI Slowdown Could Spark a Robotics Boom
Luke Lango thinks the AI industry has an opportunity to make this boom more durable over the long run. And for investors, that could shift…
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
Who Gets Paid When Musk Builds 10 Million Robots?
I’ll show you evidence that humanoids are beginning to move beyond flashy demonstrations and into real factory work…
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