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“Where’s the Beef” in This AI Earnings Boom?
When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”
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…
Lessons From the AI Genius Who Tried to Outsmart the Market
We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
Why the AI “Freight Train” Is Still Gathering Steam
The better the numbers get, the more Wall Street worries that we’ve reached the peak. But my guest on this week’s Navellier Market Buzz, Adam…
Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative
Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending.
Cooling Inflation Opens the Door for This Trade
Today, Louis Navellier dives into the tightrope the Federal Reserve is walking, trying to keep inflation under control while supporting the labor market. He explains…
Four Actionable Stock Ideas From a Legendary Investor
In today’s Digest, Brian Hunt highlights several themes he’s watching closely, shares a handful of stocks that have caught his attention, and explains what recent…
Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor
In today’s Market 360, let’s take a closer look at the latest inflation numbers, what they mean for the Fed and the stock market –…
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…
What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives
In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future possible.
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
Here’s What My System Says About 4 Big Tech Stocks Before Earnings…
I’ll set the table for the earnings season so far, and then we’ll put this week’s four Big Tech reporters to the test and see…
A New Reality for the AI Trade
Microsoft eases AI fears… the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
Space Stocks Crashed in July. Their Businesses Didn’t.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
The AI Boom’s Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesday’s capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
4 Stocks That Could Profit From SpaceX’s Biggest Problem
Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…
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