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The Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds
Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning’s bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is…
4 Space Catalysts — and Where Capital Flows Next
In today’s Friday Digest takeover, Luke revisits the space trade and highlights four developments that he believes have made the investment case significantly stronger: 1)…
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
Nvidia Roared. Why Didn’t All AI Stocks?
Nvidia’s blowout earnings… the “Messy Middle” of AI tariffs… an AI thrift-store play from Eric Fry… why Brian Hunt believes Canada belongs in your portfolio
Will Higher Bond Yields Break the AI Bull Market?
Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…
AI Winners, Victims, and the One Stock to Sell Now
In this Sunday Digest takeover, Eric Fry compares Henry Ford’s revolutionary tractor to AI – and revisits the 1990s to show how the internet’s infrastructure…
One Stock to Dump Before AI Buries It
In today’s Smart Money, I want to discuss the last time a brand-new technology rewrote the rules of commerce. Afterward, I’ll highlight a stock that…
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here’s why this week’s AI selloff…
The Best Time to Buy AI? When Everyone’s Afraid of It
We find ourselves in an AI paradox: Backlash towards AI is growing even as its usefulness increases. And that puts us investors in a unique…
The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing
Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that’s preceded major cycle lows before. Here’s the evidence,…
The Bond Vigilantes Are Back. Here’s What It Means for AI Stocks
Today we’ll look at why the bond vigilantes have returned. I’ll explain why it matters for stocks and how it may also be pointing toward…
The AI Trade Is Back On – Here’s Where to Look Next
NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout…
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…
AI Has More Winners Than Ever – Here’s the Catch
There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more…
This One Company’s Trash Is an Investor’s Treasure
Artificial intelligence is finally giving circular-economy companies the missing ingredient: a way to organize chaos at scale.
Cooling Inflation Opens the Door for This Trade
Today, Louis Navellier dives into the tightrope the Federal Reserve is walking, trying to keep inflation under control while supporting the labor market. He explains…
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
1 Stock to Buy for the AI Revolution
The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these…
The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’
Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock…
Lessons From the AI Genius Who Tried to Outsmart the Market
We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
Target Just Named Its First AI Chief — Here’s Where the Money Goes
In today’s Smart Money, I’ll explore what Target plans to do with its CAIO role, what this decision signifies for the company, and how it…
Natural Gas Stocks Southern Union and Niska Flaring Up
Stock market news is causing a number of stocks to hit 52-week lows, including Niska Gas Storage NYSE:NKA, Startek NYSE:SRT, and Str Holdings NYSE:STRI.
Who Really Controls the $7 Trillion Robot Boom?
A robot rocket in Shanghai… the rare earth choke point behind every humanoid… Home Depot’s warning on the consumer… why housing stocks are climbing anyway…
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