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Nvidia’s $12.9 Billion Hugging Face Deal Is a Sign of What Comes Next
Nvidia’s Hugging Face deal shows why Big Tech may increasingly buy the AI capabilities it cannot spare years building.
Why SpaceX Paid $60 Billion for the Layer OpenAI Can’t Take Away
OpenAI is cutting off Cursor after its SpaceX deal, revealing why AI model routing and developer workflow may be the stronger moat.
3 Quantum Stocks to Buy for the Next Technological Revolution
Let’s go over the three companies leading the quantum computing charge. These are long-term picks that could take years (or even a decade) to play…
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 Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
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…
One Hike Down. How Many to Go?
The Fed fires the starting gun… one move or the first of many?… why this cycle isn’t 2004… how to position your portfolio regardless of…
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 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…
AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
Dollar Tree Upgraded, Kroger Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
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…
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
The AI Security Playbook: 5 Cybersecurity Stocks to Buy Now
In this week’s episode of Being Exponential with Luke Lango, I examine five cybersecurity stocks to buy. Each offers different ways to invest in securing…
A “Forever Stock” for a Thirsty World
Learn more about the company that I consider to be one of the best Forever Stocks out there. Then, I’ll share where you can find…
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,…
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…
Eli Lilly Upgraded, Intel Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
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.
Why You Shouldn’t Worry About the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
Don’t Miss the Great AI Rotation
Since the early AI revolution, the Magnificent Seven companies have been sitting securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
700 AI Agents Went Rogue – Now What?
Last call for tonight’s workshop with Luke Lango… a must-do AI homework assignment… the rogue-agent scare behind Washington’s “kill switch”… Japan’s yen wildcard – why…
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