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Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
3 Stocks to Buy Immediately, According to AI
Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
When “AI” Became the New “Dot Com”
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrow’s AI Signals Trading…
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks – reshaping timelines and boosting quantum stocks.
The Biggest AI Story You Missed
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…
What Big Bank Earnings Aren’t Telling Investors Right Now
Let’s look at what three big bank earnings reports are really telling us. Then I’ll show you why that matters for what comes next –…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
Why Great Earnings Don’t Always Boost Prices
Progress in the Middle East unravels over the weekend… TSMC’s perfect earnings report fizzles… great reports from the banks go nowhere… how to trade this…
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
3 Energy Stocks to Buy Now
In this week’s Navellier Market Buzz, I talk about three energy stocks that are positioned to win in this chaotic environment, along with my top…
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
Why We’re Ignoring Oil Prices and Buying Energy Stocks Instead
We can’t predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don’t seem…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
Two Stocks Our Experts Are Buying Now
In the real world, investing isn’t done with clean spreadsheets and perfectly labeled data. That’s where human analysts still have the advantage.
Middle East Talks Break Down – What Happens Now
Diplomatic efforts fail in the Middle East… rate cuts aren’t coming any time soon… the Fed’s hands are tied… copper’s case gets stronger
What the PCE Is Really Telling Investors Today
The ceasefire is fragile – but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
How to Spot Demand Before It Shows Up in the Numbers
As I often say, truth reveals itself in behavior before it shows up in reports…
Stocks to Buy As the War Pauses
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…
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.
What Anthropic’s Latest Model Signals for Investors
In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…
How to Approach the Market During the “Fog of War”
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchman’s Pulitzer Prize-winning book, “The Guns of…
Perfection Is a ‘Sell’ Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change – and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
Why the Latest Inflation Numbers Look Hideous – And May Get Worse…
In today’s Market 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…
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