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What the Democrats’ Sweep Means for the AI Trade
Democrats sweep Washington… voters turn on data centers… why the pipeline trade may get stronger… is this 1998 or 2000?… the levels Luke Lango is…
Fed Holds. AI’s Bigger Risk Isn’t Rates
Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…
AI Crashes. What To Do Now
Nasdaq 100 down 5%+… Luke Lango’s AI game plan… why Louis Navellier is urging calm… Eric Fry and Jonathan Rose: two different paths, one destination
3 Stocks to Buy for an AI Chip Recovery
Louis Navellier’s ratings are now flagging several key chipmaker names. And I’d like to share them with you today to showcase the kinds of insights…
The Fed Won’t Turn Dovish – So, Here’s the Play
Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the…
SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030
SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030.
Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks
The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
5 Catalysts Set to Spark a Small-Cap Rally Before Year-End
I see five separate catalysts coming together between now and year-end that could help propel fundamentally superior small-cap stocks higher.
Is an “Agentic AI Bank Run” Coming?
Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies
As the AI Buildout Slows Down, Here’s What to Do Next
Would-be data center builders face a growing list of obstacles and expenses: New projects will take longer, face continuous permitting roadblocks, and incur rising costs.…
3 Stocks to Buy as the AI Trade Sputters
InvestorPlace Senior Analyst Eric Fry believes the AI boom is starting to split. On one side are the AI Builders. On the other side are…
Tesla and SpaceX Could Merge. But Here’s the Bigger Opportunity…
Today, we’ll break down this week’s quarterly results from SpaceX and Tesla, Inc. (TSLA), discuss what a potential merger could mean – and talk about…
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
The Odds of a Rate Hike Just Doubled
Inflation runs hot again… an October rate hike is now at 49%… Jonathan Rose goes live at 8 p.m.… the AI arms race in cybersecurity……
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
Why AI Stocks Are Falling (And What to Buy Now)
Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications…
Where the AI Trade Is Still Ripping
An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at…
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.
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.
Nvidia Moved This Tiny Stock 180% With One Announcement
Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.
What SpaceX’s $40 Billion Nvidia Chip Plan Says About the AI Boom
AI infrastructure financing is expanding as Wall Street turns GPU-backed loans and long-term contracts into new data center capacity.
One Short-Term Stock to Buy for the Next Tech Revolution
Much like investing in Amazon in the 1990s, you need a 10-plus year horizon to buy quantum stocks today, if you plan on using a…
Buy, Sell, or Hold? Your Questions Answered (Plus My Top Pick)
With the market’s recent volatility, investors want to know which ones still have room to run, which are worth buying on a pullback and which…
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