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SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead
In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…
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 –…
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…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In today’s Smart Money, let’s take a look at SpaceX’s earnings. Then, we’ll explore where the biggest opportunities may emerge as this new space economy…
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.
SpaceX Just Put a Launch Date on the Orbital AI Boom
SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
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.
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…
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…
Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead
Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying…
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.
Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
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…
Microsoft Has the AI Backlog, But This Company Has the Returns
Let’s take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, I’ll share one company that is already…
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…
Investors Are Looking at AI the Wrong Way
Investors don’t just react to earnings reports or economic data. They react to headlines. They react to what everyone else is buying. They react to…
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…
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…
Scarcity Is the New AI Trade
Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies…
Google Beat but AI Stocks Are Still Sinking. What’s Going On?
Luke got the earnings right, but the timing wrong … here’s what comes next… an AI event this Thursday… how to play the data center…
These Shortages Could Fuel AI’s Next Winners
Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…
The Fed Holds – But Is a September Hike a Lock?
The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers…
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