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Three Things to Consider Before Buying the Anthropic IPO

I’ve been investing for 47 years, and I’ve learned that there’s a big difference between an exciting company and a stock that deserves a place…

How Jensen Huang’s Honeypot Scandal Could Broaden the AI Trade

Nvidia’s Jensen Huang scandal could shift AI spending toward AMD, Broadcom, and Marvell. Luke Lango explains the opportunity, and why he’s staying patient.

Election Day Is Here, but Wall Street’s Bigger Test Comes Next

What happens in Iran after the elections… oil’s paradox returns… what peace would mean for Louis Navellier’s energy winners… America’s empty missile shelves… Luke Lango…

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…

What a 19th-Century Magazine Can Teach Us About AI Stocks

Today, Eric explain why the railroads went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…

AI’s Next Shift, Hiding in a Drone Battery

My colleague Luke Lango has been following AI’s move into machines that carry goods, operate equipment, and work alongside people. And he believes the companies…

Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare

Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.

Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms

While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…

5 Reasons I’m Still Bullish After the Midterm Selloff

Joining me is Adam Johnson, a former Bloomberg host and founder of Bullseye Brief, to discuss why we’re still bullish despite the recent volatility. Plus,…

Insider Buying Signals: 3 Healthcare Stocks to Watch

Insider buying and share buybacks have put Prothena, Rapport Therapeutics and Azenta on the radar. See the catalysts and risks behind each stock.

The No. 2 Stock of 2024 Wasn’t an AI Company – and the Pattern Is Repeating

I’ve picked the biggest, most conservative name on Luke Lango’s list on purpose. If the potential is this large for such a major firm, it’s…

What to Buy When AI Computing Gets Cheaper

Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…

A Political Surprise Could Hit Stocks – Here’s Where to Look Instead

Tomorrow, 36 states will elect governors, 46 states will vote on legislative seats, and thousands of local offices will be up for grabs. And a…

What Your Next Takeout Order Could Teach You About AI Investing

A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much larger investment opportunity.…

Why the AI Selloff Got It Wrong

Is the AI selloff overblown?… Louis Navellier’s stock to avoid … a blowout jobs report… Brian Hunt, cockroaches, and the American consumer

The Nvidia Spy Scandal Is Creating New AI Winners and Losers

Let’s discuss why Nvidia’s biggest vulnerability may be its growth story – and where to look for opportunities as the AI story evolves.

The Volunteer Who Saved the Internet

In this Friday Digest, Luke Lango explains why increasingly sophisticated AI could force businesses and governments to spend far more protecting their digital infrastructure. He…

PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus

PHP2Shell highlights how AI is reshaping cybersecurity and creating new demand for companies that protect digital and physical systems.

Why I’m Buying the AI Selloff: My Top Picks for 2027

Luke Lango examines the AI selloff, why chip suppliers may weather slower data-center construction, and the opportunities and risks in Nvidia, AMD, and Nebius.

Best Stocks for 2027: 3 Experts Name Their Top Picks

Best stocks for 2027? Louis Navellier, Eric Fry and Jonathan Rose share five stock picks and one solar ETF across three investing themes.

America’s Military Rebuild Starts With a Manufacturing Problem

America’s military rebuild needs factories, parts, and proven suppliers. See why RTX is a defense stock to watch as air-defense orders grow.

The AI Test Alphabet Just Failed

Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock…

DoorDash’s Five-Minute Drone Test Opens a Much Bigger AI Story

DoorDash’s new drone shows why physical AI investing extends beyond robots to the companies solving power and production constraints.

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…

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