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Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
Quant Ratings Updated on 120 Stocks
In today’s Market 360, I’ll walk you through what’s driving this earnings momentum and what the latest data tells us about where the market could…
Palantir’s Biggest Rival Revealed
In this week’s Navellier Market Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.’s (PLTR) biggest rival,…
Don’t Miss the Next Turn In the AI Trade
The AI chip trade is changing shape as custom silicon becomes the next toll road in Big Tech’s infrastructure buildout.
The “Powell Era” Ends with a Divided Fed
Powell’s final act… more of the “wait and see” approach… the Warsh Fed takes shape … why the balance sheet matters more than the interest…
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where he’s looking now… the electricity grid that can’t keep up… how Brian Hunt is investing… Nvidia’s quantum…
This Is How the AI Boom Ends
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
The AI Nobody’s Talking About Is Already Picking Winners
To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts……
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
Today’s AI Giants Could Be Tomorrow’s Disappointments
Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
Gold or Silver – Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibrium… Luke’s case for a silver melt-up… Eric’s case for gold… the fiscal disorder fueling the longer-term bet… so, which…
Why the Biggest AI Winners May Not Be AI Companies
Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply can’t see. Today, Keith Kaplan takes that…
Stop Asking Where the Market Is Headed
In today’s Saturday Digest, Keith Kaplan explains why some of the most successful investors in history – including legendary hedge fund manager Jim Simons –…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
The AI Job Shake-Up Could Create Big Winners – and Losers
There is a new type of AI making its debut that doesn’t answer questions and or wait for instructions. It goes out into the world,…
Here’s How to Pivot From EV Headwinds to Robotics Tailwinds
While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today…
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…
Bespoke Co-Founder Reveals His “Triple Play” Stocks
My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure I’m not dreaming. To explain…
Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
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