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The Four Signs a Company Is About to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
IBM Just Became the Quantum King – Here’s the Trade Hiding in Plain Sight
On the evening of March 30, 2026, Google Quantum AI quietly published a 57-page whitepaper that, in a more attentive market, should have sent cybersecurity…
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
These Are the Four Signs a Company Is About to Destroyed by AI
Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. And right now, the somewhere else that…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy (and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
How to Profit From Stock Market Volatility in the AI Era
I’d like to call this environment unusual – after all, there’s always volatility. But according to DataTrek, the S&P has become noticeably more volatile in…
The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore
Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math.
The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog
Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…
The Next AI Boom Could Be Driven by Cybersecurity
Anthropic recently agreed to give the European Union (EU) access to Mythos – its highly advanced cybersecurity-focused AI model – after months of discussions between…
The Four Signs a Company Is About to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
Don’t Fall For this IPO Trap – Here’s Where the Real Money Is…
Few themes are generating more excitement than the next wave of AI IPOs. That’s exactly why, over the past few days, I’ve been sharing essays…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
Is This Rally On Its Last Legs or Just Getting Started?
Louis Navellier sees 40% upside from here… the graduation boos tell a story (but not the one you think)… why Jonathan Rose and Marc Chaikin…
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
What Jensen Huang Said That Nobody Noticed
Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango…
NVIDIA’s Earnings Show “Parabolic” Demand. Here’s What Comes Next…
In today’s Market 360, we’ll take a closer look at what NVIDIA’s latest numbers tell us about the AI boom. I’ll also discuss why the…
Investors Who Ignore This AI Shift Could Be Left Behind
The companies that dominated the first phase of the mobile phone revolution weren’t the ones that would dominate the next. And according to legendary investor…
Missed Ameresco Last Week? This AI Power Stock Could Still Have 50% Upside
The pick I featured here in the Sunday Digest has already risen 10%, bringing its one-month return to 18%.
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