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This 150% Run Is Just the Beginning
The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…
The AI Infrastructure Trade Catches Its Breath
SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is…
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about
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.
3 Stocks to Sell Before May 19
If history is any guide, the market’s first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
3 Small-Cap Stocks to Buy Before May 15
Louis Navellier has identified 53 small-cap stocks he calls his “Exclusion List” — companies that are simply too small for major Wall Street firms to buy aggressively. To give you a…
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…
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…
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.
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 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,…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
AI Isn’t Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My…
4 Stocks With Strong Earnings Momentum — CRAY BRP NTK CBST
This week, these four stocks have the best ratings in Earnings Momentum, one of the eight Fundamental Categories on Portfolio Grader.
4 Stocks With Superb Earnings Momentum – CRAY BRP NTK CBST
This week, these five stocks have the best ratings in Earnings Momentum, one of the eight Fundamental Categories on Portfolio Grader.
4 Stocks With Superb Earnings Momentum – CRAY BRP NTK CBST
This week, these four stocks have the best ratings in Earnings Momentum, one of the eight Fundamental Categories on Portfolio Grader.
4 Stocks With Prime Earnings Momentum — CRAY BRP NTK CBST
This week, these four stocks have the best ratings in Earnings Momentum, one of the eight Fundamental Categories on Portfolio Grader.
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
Why Louisiana-Pacific, Best Buy, and Cubist Pharmaceuticals are 3 of Today’s Best Stocks
All three indices sank today on crude oil and Asian weakness, but Louisiana Pacific (LPX), Best Buy (BBY), and Cubist Pharmaceuticals (CBST) bucked the trend…
Merck (MRK) Sends Cubist Pharmaceuticals Inc (CBST) Stock Soaring on $9.5 Billion Offer
The healthcare M&A craze of 2014 continues as Merck snaps up Cubist Pharmaceuticals, which has promising drugs in the pipeline and a niche focus.
5 Stocks With Strong Earnings Momentum — CRAY BRP NTK CBST
This week, these five stocks have the best ratings in Earnings Momentum, one of the eight Fundamental Categories on Portfolio Grader.
Missed the Mag 7 Gains? Here’s Your Second Chance
The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…
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