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Lumentum’s 680% Run Created a New Portfolio Problem

Lumentum stock keeps winning on AI optics demand. Now its 680% gain raises a different question: how much should investors own?

Why the AI “Freight Train” Is Still Gathering Steam

The better the numbers get, the more Wall Street worries that we’ve reached the peak. But my guest on this week’s Navellier Market Buzz, Adam…

Usain Bolt Just Got an AI Rival – Meet the Stocks Behind It

In today’s Smart Money, I’ll show how as AI moves into the physical world, a whole new wave of investment opportunities could follow.

Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative

Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending.

Is This Record-High Market Overbought? (Plus: 2 Top Stocks to Buy Now)

The S&P 500 surged above 7,800 for the first time ever last Thursday. That would normally be enough to make investors nervous. And there are…

The Mag 7’s $10 Trillion Blind Spot… and 3 Stocks to Buy for It

One of the greatest bottlenecks of the AI Revolution that I’m going to discuss is everywhere in our modern lives. But you can’t touch or…

Boeing-Archer Deal: Why Give Away a $200 Million Business — on Purpose?

Four Actionable Stock Ideas From a Legendary Investor

In today’s Digest, Brian Hunt highlights several themes he’s watching closely, shares a handful of stocks that have caught his attention, and explains what recent…

The 680% Winner You Should Trim Today

Bears’ math problem… why falling valuations point to more upside… the 680% winner to trim… how to position for AI today… Louis Navellier on why…

Will Higher Bond Yields Break the AI Bull Market?

Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…

Don’t Sell Your AI Stocks – Sort Them

The public’s data-center revolt spreads… even Texas taps the brakes… will it kill the AI trade?… why the move is “sort,” not “sell”

Cooling Inflation Opens the Door for This Trade

Today, Louis Navellier dives into the tightrope the Federal Reserve is walking, trying to keep inflation under control while supporting the labor market. He explains…

Before Luke Lango Recommends Any Private Company, It Has to Pass This Test

In today’s Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains…

Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor

In today’s Market 360, let’s take a closer look at the latest inflation numbers, what they mean for the Fed and the stock market –…

Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead

Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying…

These Shortages Could Fuel AI’s Next Winners

Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…

How to Build an AI Portfolio That Actually Holds Up

Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud…

Scarcity Is the New AI Trade

Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies…

AI’s Biggest Problem Right Now – And the Portfolio of Companies Solving It

Last week, you heard from my InvestorPlace colleague Luke Lango about a challenge facing AI investors: With so many opportunities out there, which stocks actually…

How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO

Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure…

Target Just Named Its First AI Chief — Here’s Where the Money Goes

In today’s Smart Money, I’ll explore what Target plans to do with its CAIO role, what this decision signifies for the company, and how it…

The $152 Billion Reason Earnings Look So Strong

The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming

AI’s $130 Billion Problem – and the Portfolio Created to Solve It

The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing

Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that’s preceded major cycle lows before. Here’s the evidence,…

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