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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…
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 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…
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,…
This One Company’s Trash Is an Investor’s Treasure
Artificial intelligence is finally giving circular-economy companies the missing ingredient: a way to organize chaos at scale.
Where the Smart Money Is Moving Next in the AI Boom
Several high-flying AI names were hit hard this summer as the highly leveraged Situational Awareness hedge fund was forced to unwind positions. I invited Lucas…
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.
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.…
The Robot IPO Everyone’s Talking About (and the Stocks Nobody Is)
In today’s Friday Digest takeaway, Eric Fry argues that the flood of money into humanoid robotics points to a bigger, more durable opportunity than any…
Here’s What NVIDIA’s $500 Billion “Checkmate” Means for Investors
Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. And there’s plenty to learn from CEO Jensen Huang’s strategy,…
Why Giving Your Best Stock Too Much “Playing Time” Can Cost You
I want to discuss one of the most overlooked decisions in investing: position sizing and allocation. And I’ll show you how Luke Lango, Eric Fry…
Use This 2-Question Test to Find AI’s Next Winners
If the answer to either question is “Yes,” congratulations – you’ve probably got a creative winner on your hands. If the answer to both questions is “Yes,”…
AI’s Biggest Breakthrough Is 80% Here – Here’s How to Play It
Find out how Astra could be a glimpse of the final stretch toward AGI – and the “hidden beneficiary” that could benefit along the way.
What NVIDIA’s $500 Billion “Checkmate” Means for Investors
In today’s Market 360, let’s look at how Huang’s Queen’s Gambit has worked so far… the two new moves that could tighten NVIDIA’s grip on…
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…
Nvidia Just Revealed the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
AI Has More Winners Than Ever – Here’s the Catch
There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more…
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…
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.
AI Stocks Are Stuck – and Not Because of Earnings
The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields…
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…
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.
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…
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…
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