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The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’
Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock…
Microsoft Has the AI Backlog, But This Company Has the Returns
Let’s take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, I’ll share one company that is already…
Nvidia Took Claude From 30% to 100% – Without Building a Better Model
Nvidia took Claude from 30% to 100% on a tough AI test, showing why memory, tools, and orchestration may drive the next agent boom.
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.
AI Spending Just Revealed a $7,000 Gap Between Winners and Losers
Top agentic AI adopters now spend $7,400 per employee monthly, versus just $12 for the average firm. Here’s why that gap points to an AI…
4 Catalysts That Could Put Space Stocks Back in Orbit in 2026
Space stocks have four new catalysts in 2026 – policy execution, SpaceX validation, orbital compute, and a collapsing launch cost curve.
The AI Trade Is Back On – Here’s Where to Look Next
NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout…
The Stocks Hiding in AI’s “Magical Spaces”
Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary industrial processes, commercial innovations, and scientific discoveries.…
SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
Which AI Stocks Actually Belong in Your Portfolio?
The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher…
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…
The Best Time to Buy AI? When Everyone’s Afraid of It
We find ourselves in an AI paradox: Backlash towards AI is growing even as its usefulness increases. And that puts us investors in a unique…
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…
How the AI Boom Ends
Falling AI prices aren’t bearish… the gauge that signals the top… nearing last call for our experts revamped AI Revolution Portfolio… tomorrow’s inflation test
The Painful Mistake After Finding a 10-Bagger
AI is moving too quickly. The potential rewards are becoming too large. And the divide between the companies benefiting from this revolution and those left…
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…
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…
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”
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…
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…
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.
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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