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240 results for saas
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…
3 Stocks That Could Benefit Before the SpaceX IPO Even Happens
Today, Jonathan will explain the “family” of stocks surrounding the headline IPO itself. He also highlights three stocks already linked to the SpaceX thesis and…
Forget the SpaceX IPO — Own These 3 Stocks Instead
A lot of investors are asking on question right now: “How do we invest in Neuralink?” But when we see money flooding into a new…
The $3 Trillion IPO Trap
Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…
The Backlash to “Train Your Replacement” Begins
The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull…
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
The AI Boom’s Best-Kept Secret
Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next…
The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…
The Market Now Expects a Rate Hike. Louis Disagrees
From two cuts to a hike in five months… why Louis says the market is misreading this… the Bessent-Warsh playbook… how to be positioned before…
Inflation’s Back – Will It Crash the Market?
April inflation comes in hot… why Louis Navellier doesn’t expect relief at the pump anytime soon… but he’s bullish on this corner of the market……
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
Wall Street Let AI Pick Stocks and Here Is What Happened
Longtime Digest readers know how bullish we are on the AI Megatrend. We’ve tried hard to keep our readers in profitable trades involving semiconductors, AI…
Did Digital Realty Stock Just Get Stronger Thanks to Salesforce?
The bullish case for DLR stock is stronger now that Digital Realty will offer access to Salesforce SaaS applications in major metro locations worldwide.
Will Oracle Stock Go Higher In 2016? (ORCL)
ORCL does not have the thriving SaaS and PaaS business it claims, and that could mean Oracle stock is in for a long 2016.
Oracle Corporation: ORCL Earnings Will (Sadly) Probably Stay True To Form
Oracle Q2 earnings will be released on Wednesday, and ORCL investors are hoping for a trend reversal. Unfortunately, that’s not likely.
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI…
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
The Silver Lining Returns to Oracle Corporation’s Cloud (ORCL)
Oracle beat revenue estimates while narrowly missing earnings. Yet, with the robust growth this quarter expected to continue, ORCL looks poised for upside.
4 Software Stocks to Buy Based on SaaS Strength
SaaS is more than just a buzzword. It’s an industry sea change and its appeal underpins the bull cases for these four software stocks to…
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