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The Bond Vigilantes Are Back. Here’s What It Means for AI Stocks
Today we’ll look at why the bond vigilantes have returned. I’ll explain why it matters for stocks and how it may also be pointing toward…
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.
The Most Important Part of Unitree’s IPO Wasn’t the Robot
Unitree’s 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.
Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor
My Investorplace colleague Louis Navellier has been watching two very important trends collide: cooling inflation and a weakening labor market. And that could put the…
Why Data Center Moratoriums Won’t Derail the $7 Trillion AI Boom
Let’s take a closer look at the growing pushback against data centers…
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…
Who Really Controls the $7 Trillion Robot Boom?
A robot rocket in Shanghai… the rare earth choke point behind every humanoid… Home Depot’s warning on the consumer… why housing stocks are climbing anyway…
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…
The Reason China Targeted MP Materials Might Shock You
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
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 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…
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 Signal That Says Crypto Winter Is Finally Breaking
In today’s Smart Money, InvestorPlace crypto expert Luke Lango breaks down Bitcoin’s recent signal, the confirmation still ahead, and why the worst may be behind…
Nvidia Sold the Market a New Story, and It Bought It. Here’s Why.
Nvidia’s earnings reset the market’s AI narrative. Here’s the guidance behind the move and where the supply chain money flows next.
AI Winners, Victims, and the One Stock to Sell Now
In this Sunday Digest takeover, Eric Fry compares Henry Ford’s revolutionary tractor to AI – and revisits the 1990s to show how the internet’s infrastructure…
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…
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,…
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…
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…
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