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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…

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 $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

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…

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…

How My “Against-the-Grain” Approach Finds AI’s Hidden Winners

In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…

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…

China Targeted MP Materials for a Reason

China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.

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”

AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities

When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors…

Lessons From the AI Genius Who Tried to Outsmart the Market

We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…

Most Startup Pitches Sound Great, so Here’s How to Find the Real Opportunities

Over years of studying some of history’s greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever…

The 3-Question Test I Use Before Putting a Dollar Into Any Company

Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…

A Billion Dollar Lesson for Investors

Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn’t mean just investing in the…

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

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…

More Traders Predict a Fed Hike. Don’t Bet On It

Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…

The AI Boom’s Next 2 Winners May Surprise You

Rob and I discussed the recent semiconductor rout, Wednesday’s capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…

The AI Memory Shortage Could Make These 4 Stocks Winners

Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.

4 AI Stocks Built to Outlast the Hype

Fortunately, you don’t need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays out…

SpaceX Needs Growth… Here Are 7 Companies It Might Buy

SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…

Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.

For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading hands in…

One AI Deal Could Be Worth More Than a Portfolio Full of Stocks

In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…

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