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The Man Who Saved the Internet – And What Investors Can Learn
As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango,…
Is the AI Bubble About to Pop? Where 4 Experts Are Putting Money
From battlefield drones to Wall Street’s AI spending boom, technology is advancing at extraordinary speed. But beneath the market’s record highs, warning signs are emerging.…
Stop Looking at Who Builds AI – Look at Who Puts It to Work
I’ll explain why the railroad companies went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…
Stock Grader Upgrades & Downgrades: MetLife, Allstate, Amazon
My Stock Grader upgraded MetLife to an A and downgraded Allstate to a B this week. See what drove the moves, plus every blue-chip stock…
Before Celebrating the Mag 7, Remember Yesterday’s Tech Giants
Let’s go over the latest quarterly earnings from the Mag 7 companies and what they reveal about investing in AI today.
The Fed Hit Pause, But the Energy Boom Is Just Getting Started…
I know investors are eager to hear what the Fed will do next. I’ll share my thoughts on that. I also want to turn our…
The “Most Important Week of the Year” is Here
Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1
Fed Holds. AI’s Bigger Risk Isn’t Rates
Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…
The AI Trade Is About to Split in Two
AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…
Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms
While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…
Tesla and SpaceX Could Merge. But Here’s the Bigger Opportunity…
Today, we’ll break down this week’s quarterly results from SpaceX and Tesla, Inc. (TSLA), discuss what a potential merger could mean – and talk about…
What to Buy When AI Computing Gets Cheaper
Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…
An Entire Industry Is About to Change. Again.
You’d rather be invested in new technologies than the ones they’re replacing.
The One NeoCloud Stock to Buy Now
NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.
Where the AI Trade Is Still Ripping
An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at…
9 Defense Stocks to Watch Before the Next Big Rally
Defense stocks sold off hard even as military budgets keep rising. Luke Lango and Jonathan Rose discuss 9 stocks to watch before the next rally.
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
The Best Place to Find the Next A-Rated Earnings Winners
I want to show you what I’ll be watching as several more market-moving companies prepare to report. Then, we’ll look at what thousands of investors…
Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks
The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.
The AI Warning That Could Lead to Your Next Trading Opportunity
Billion-dollar AI deals make for exciting headlines. But my colleague Jonathan Rose wanted to dig under the surface to see how these companies are going…
The Biggest AI Winners May Not Be AI Stocks
Many major businesses generate substantial revenue by locating their operations along highways. None of these companies built the infrastructure – but they capitalized on it,…
Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet
Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.
Are We in an AI Bubble? 4 Investing Experts Tackle the Trillion-Dollar Question
Are we in an AI bubble? Louis Navellier, Eric Fry, Jonathan Rose and Luke Lango tackle the question that Wall Street can’t stop asking.
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