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SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.
For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading hands in…
The AI Boom’s Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesday’s capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks
In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for investors. We’ll look beyond…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
AI Investors Must Keep This Threat in Mind
A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it
The Fed Holds – But Is a September Hike a Lock?
The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers…
How to Profit From Wall Street’s Next Fireworks Show
I’ll explain why the foundation beneath this market remains solid, why corporate earnings are poised to deliver plenty of fireworks and how my Precursor Intelligence…
5 Takeover Targets for the AI Revolution
To show you why timing matters in the market, I’ll walk you through five companies that look ripe to be bought. AI is redefining tech,…
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
Before Luke Lango Recommends Any Private Company, It Has to Pass This Test
In today’s Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains…
Apple’s Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red… Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
SpaceX Needs Growth… Here Are 7 Companies It Might Buy
SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…
“Where’s the Beef” in This AI Earnings Boom?
When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”
How to Beat Wall Street’s “Easy Button”
In early 2005, Staples launched a new ad campaign that introduced the world to the “easy” button. Now, wouldn’t it be great if investors also…
The Market Leaves Clues. Here’s How to Find Them…
In today’s guest essay, Keith explains why he spends less time trying to predict the future – and more time studying the patterns history has…
The Fed Didn’t Raise Rates Wednesday – So Why Did the Market Plunge?
We’ll break down the Federal Reserve’s latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
Microsoft Has the AI Backlog, But This Company Has the Returns
Let’s take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, I’ll share one company that is already…
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…
The Day Wall Street Opened the Door to an Industry That Barely Existed
Genentech’s early IPO shows why today’s biggest AI gains may be created before a company ever reaches the stock market.
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