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The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
Nvidia’s $12.9 Billion Hugging Face Deal Is a Sign of What Comes Next
Nvidia’s Hugging Face deal shows why Big Tech may increasingly buy the AI capabilities it cannot spare years building.
Are Chinese Bots Driving the AI Panic?
A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last…
The Fed’s No-Win Decision Next Week
There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…
Elon Musk Raised $3 Billion – and Asked Investors for Something Money Can’t Buy
The Boring Company’s $3B funding round shows why capital alone cannot solve Musk’s need for permits, talent, and critical suppliers.
What Dario Amodei’s ‘Oppenheimer Moment’ Means for AI Stocks
Would slowing the development of the most powerful AI models also slow the demand for the chips, electricity, and data centers that run them?
The AI Security Playbook: 5 Cybersecurity Stocks to Buy Now
In this week’s episode of Being Exponential with Luke Lango, I examine five cybersecurity stocks to buy. Each offers different ways to invest in securing…
Inside Elon Musk’s Multibillion-Dollar Shopping List
Luke Lango explains what Nvidia’s results reveal about the changing AI supply chain and why he’s applying the same thinking to Elon Musk’s sprawling empire.…
Elon Musk Raised $3 Billion – Here’s Who Could Profit Next
Our technology expert Luke Lango explains why a recent $3 billion funding round for Musk’s Boring Company offers a revealing glimpse into that problem. Beyond…
Missed Out on the AI Revolution? Here’s 1 More Stock to Buy
No conglomerate builds data, compute, connectivity, and robot businesses by itself. Not even Elon Musk’s empire.
600 Radio Firms Died, 18 Survived – and AI Is About to Repeat History
Let’s look beyond the companies building the AI machine – and toward the companies learning how to make money with it.
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
What the Panama Canal Can Teach Us About Investing With Elon Musk
Elon Musk certainly doesn’t have much trouble raising money. But as my InvestorPlace colleague Luke Lango explains below, even billions of dollars can only get…
Why Elon Musk Does NOT Want You to Know About These AI Bottlenecks
Bottlenecks have an interesting economic consequence. When everybody desperately needs the same scarce thing, the people who control it gain enormous leverage.
What Nvidia Told Us About the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
Why Traders Are Betting on an Interest Rate Hike
How to catch Louis Navellier and Jonathan Rose for free… a blowout jobs report corners the Fed… why the best Elon Musk trade may not…
What $6 Diesel and This Week’s Inflation Reports Mean for the Fed
In today’s Market 360, I’ll break down what they revealed about inflation and explain why the pressure is building on the Federal Reserve.
Tesla Just Put Physical AI In the Driver’s Seat
Tesla Grok can now control vehicle functions, marking a shift from chatbot AI toward Physical AI embedded in cars, robots, and machines.
3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear
AI stocks to buy now: Dell and Credo lead the pack, while geothermal’s Fervo Energy rides a Google deal. See why the market’s stalled tape…
AI Stocks Are Stuck – and Not Because of Earnings
The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields…
AI’s Phase 1 Filled Warehouses With Chips, and Here Comes Phase 2
The oil giants made fortunes pushing into a new frontier, but so did the suppliers that provided the oil companies with the specialized equipment and…
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