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Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
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?
AI’s “Google Moment” May Still Be Ahead
I’m paying close attention to what legendary growth investor Louis Navellier is seeing in AI right now. And lately, he’s been investigating a new AI…
Humanoids’ First Mass Market: The Night Shift America Can’t Staff
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
Why the AI Bottleneck Is Getting Worse – And How We Can Profit
Jonathan trades a lot of the same stocks we discuss here regularly. But with his strategy, you could magnify your gains on those same stocks –…
Why Quarter-End Window Dressing Could Lift These 2 AI Stocks
I explain why these two stocks are starting to wake up, what quarter-end window dressing could mean for them – and why I think both…
The Small-Cap Comeback May Be Earlier Than It Looks
Small-cap stocks are outperforming in 2026 as improving earnings and years of underperformance leave room for a broader rotation.
What an NFL Legend Can Teach You About Small-Cap Stocks
In today’s Market 360, I’ll show you why small caps are on the move, what’s fueling the move and why I believe some of the…
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…
If the Race for Smarter AI Slows, This May Be the Next Wave of Profits
Luke Lango thinks investors may be overlooking an important part of the current AI story: Even if the industry takes longer to develop tomorrow’s AI,…
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.
Two Lines on a Chart Beat Every Headline I’ve Read This Year
Objective data is the great equalizer. It shifts you out of prediction and into probability. And once you understand what the market expects — how…
3 Analysts, 3 Trades to Make Today
Today, let’s forget all the headlines and focus on three actionable ideas from three of our sharpest analysts.
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…
The One Question That Decides the AI Trade
The AI trade – the engine under this entire bull market – rests on one thing: the torrent of spending from a handful of hyperscalers.
AI’s Biggest Breakthrough Is 80% Here – Here’s How to Play It
Find out how Astra could be a glimpse of the final stretch toward AGI – and the “hidden beneficiary” that could benefit along the way.
Follow Elon Musk’s Billions to the Companies Getting Paid
More than a century ago, the Panama Canal couldn’t be built with money and ambition alone. John Frank Stevens needed the people, equipment, transportation, and…
The AI Race Is Getting Harder to Predict, and That’s the Opportunity
AI’s biggest opportunity may not be in predicting what comes next, but in owning the companies that can survive whatever comes next.
Before Elon Musk Builds a Million Robots, Follow the Money
Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke…
The AI Suppliers Elon Musk Can’t Live Without
Put all of Musk’s businesses together and you begin to see just how much of the AI infrastructure stack he increasingly controls himself. That raises…
The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing…
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