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240 results for saas
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.
$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.
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…
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.
What You’re Not Being Told About the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…
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.
Quant Ratings Updated on 120 Stocks
In today’s Market 360, I’ll walk you through what’s driving this earnings momentum and what the latest data tells us about where the market could…
Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
AI Broke the Digital Economy – And Almost Nobody Has Noticed
AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
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…
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.
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.
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.
AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors can’t ignore.
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.
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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