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The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped…
The Great Tech Dislocation – and What Happens Next
In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about…
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
JPMorgan’s Quiet Warning About AI
JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why caution is the right response……
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 Iran Conflict Is Reshaping Every Market Right Now
Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still…
Block’s Layoffs Reveal the Dark Side of the AI Economy
Jack Dorsey says AI made thousands of jobs obsolete. The ripple effects could reshape the entire labor market.
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
Front-Running Federal Investment: The Next Strategic Stocks
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
Is U.S. Diplomacy Dead? The New Era of American Power In 2026
America’s Venezuela raid may mark the end of U.S. diplomacy as we knew it – and a new market regime as a result.
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
Your Job Is Now Competing With a $20 AI Subscription
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
What This Earnings Season Is REALLY Saying About AI, Gold & the Economy
In a special episode of Navellier Market Buzz, I previewed a handful of earnings from big companies expected to announce this week, including gold miners,…
With “1-in-2” Odds AGI Hits by 2030, Here’s What to Do Now
In this issue, I’ll explain the details behind Claude’s new AI agent and how it hints at what we should expect from AGI. Then, I’ll…
The Ghost of 1776: Why the Greatest Wealth Shift in 250 Years Is Happening Right Now
A “New 1776” moment is unfolding as AI, state power, and economic doctrine converge. Discover how this regime change could redirect trillions — and where…
Three Stocks Insiders Are Selling in Droves
Like a house sitting on a sandy cliffside during a storm, no company in history has ever maintained ultrahigh prices forever. And when that happens,…
This Iconic Retailer Failed to Adapt—Here’s How Investors Can Avoid the Same Fate
Today, Wall Street veteran Marc Chaikin is joining us to share why the stakes for investors right now may be higher than many realize.
Barneys New York and the Danger of Ignoring a Market Paradigm Shift
Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
Why Yesterday’s Winning Strategy Stops Working
In his piece today, Marc Chaikin shares the story of Barneys New York – a once-iconic retail powerhouse that looked untouchable… until the world changed…
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
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