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Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
“This Darn Bond Market Is Scaring Me”
A former market maker on what comes next – and where the big money is flowing
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks
The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.
DoorDash’s Five-Minute Drone Test Opens a Much Bigger AI Story
DoorDash’s new drone shows why physical AI investing extends beyond robots to the companies solving power and production constraints.
AI Has Entered the Chain of Command
Sovereign AI is moving from policy to procurement as the Pentagon builds around autonomy, secure compute, cyber defense and robotics.
Are We in an AI Bubble? 4 Investing Experts Tackle the Trillion-Dollar Question
Are we in an AI bubble? Louis Navellier, Eric Fry, Jonathan Rose and Luke Lango tackle the question that Wall Street can’t stop asking.
Could an AI Bust Crash the Whole Market?
Wall Street punishes Meta… the question for the rest of your portfolio… three ways a boom ends… “three booms wearing the same trench coat”… the…
AI’s Next Shift, Hiding in a Drone Battery
My colleague Luke Lango has been following AI’s move into machines that carry goods, operate equipment, and work alongside people. And he believes the companies…
What Your Next Takeout Order Could Teach You About AI Investing
A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much larger investment opportunity.…
The Best Place to Find the Next A-Rated Earnings Winners
I want to show you what I’ll be watching as several more market-moving companies prepare to report. Then, we’ll look at what thousands of investors…
The AI Data Center Bill Keeps Rising. These 7 Stocks Could Collect.
AI data center spending could reach $1.7 trillion in 2027, spreading the opportunity across a much broader infrastructure supply chain.
Why Oil Prices Are High Despite Persian Gulf Supply Recovery
The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…
The AI Test Alphabet Just Failed
Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock…
The Man Who Saved the Internet – And What Investors Can Learn
As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango,…
Fed Holds. AI’s Bigger Risk Isn’t Rates
Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…
The AI Trade Is Changing, and This Energy Giant Is Ready
It’s important to own the companies that are providers or suppliers to this massive AI buildout, rather than the companies that are spending the money to build.
Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout
AI stocks face pressure from oil and interest rates, but strong chip sales and data-center growth suggest October’s dip could offer a buying opportunity.
How to Invest in Stocks: A Survival Guide
In this free report from InvestorPlace, we’ll explain how stocks work, demystify the complicated nature of stock trading, and provide a bulletproof plan to maximize…
Google Just Put AI Chips in Orbit. These 5 Stocks Could Build What Comes Next.
Google’s Project Suncatcher advances the case for space data centers. Explore the technology, economic hurdles and stocks positioned to benefit.
The One Thing Propping Up the Whole Economy
Revisiting the Reflexive Economy… what we got right, and where it stands today… what Louis Navellier expects from earnings … why the real risk isn’t…
The Line That Could Pop the AI Bubble
Small caps hit a wall… is Ray Dalio right about the AI bubble?… Luke Lango’s 6.5% stress test… why Louis Navellier sees a “stunning finish”…
The 3 AI Stocks That Will Define 2027
Explore three agentic AI stocks—Marvell, Arm, and Nebius—that could benefit as AI agents drive demand for chips, networking, and cloud computing.
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