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Why the Smartest AI Investors Are Ignoring the Model Race
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
Nvidia Crushed Earnings – But Wall Street Shrugs
Disappointing news from the Middle East… quantum computing in the crosshairs… the answer to “buy and hold” today… how high will the bond vigilantes push…
The Inflation Numbers Were a Disaster. Here’s the Silver Lining…
In this piece, I want to break down what the latest inflation reports are really telling us and what Warsh’s confirmation actually means for markets.
The AI Trade Everyone Loves Is About to Get Dangerous
Today, Tom Yeung will consider the dangers of the latest AI mania – and the safer investing path to follow instead.
A “Disaster” Inflation Report
PPI inflation comes in red hot… a mass cyberattack almost happened… why AI just changed the rules of the game… why legacy cybersecurity stocks might…
5 Tech Stocks Powering the Next Leg of the AI Boom
Five tech stocks to buy now as the AI buildout accelerates: IonQ, DoorDash, Astera Labs, AMD, and Reddit. Luke Lango breaks down the Q1 2026…
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…
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
The Market Now Expects a Rate Hike. Louis Disagrees
From two cuts to a hike in five months… why Louis says the market is misreading this… the Bessent-Warsh playbook… how to be positioned before…
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.
How to Profit From Stock Market Volatility in the AI Era
I’d like to call this environment unusual – after all, there’s always volatility. But according to DataTrek, the S&P has become noticeably more volatile in…
Inflation’s Back – Will It Crash the Market?
April inflation comes in hot… why Louis Navellier doesn’t expect relief at the pump anytime soon… but he’s bullish on this corner of the market……
The AI Boom Is Building Fences Around the Economy
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
These Four Stocks Could Do What Cisco Did in 2000
I’ll show you four stocks that are prospering from the AI buildout beyond NVIDIA and Micron and why I believe the AI boom is broadening…
Don’t Let a Divided Federal Reserve Distract You From the Next Wave of AI
“I won’t see you next time.” That’s how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
The Rubik’s Cube Secret to Better Trades
In this piece, Keith Kaplan shows you some examples of signal-based trades that outperformed the S&P 500 by roughly 3-to-1… plus he’s giving you access…
Wall Street Is Pricing AI’s Upside. Nobody Is Pricing This.
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it…
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
SaaSmageddon Isn’t Over. It’s Just on Pause.
SaaS stocks rallied 45% off the lows — but the fundamental risks didn’t. The compounders and the faders look identical today. They won’t.
Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And that’s just this year. That’s why all eyes have been glued to the…
The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore
Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math.
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