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The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
2 Stocks to Buy for AI’s Next Stage
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…
The U.S. Is Mobilizing for AI Dominance
I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
Job Losses Without Layoffs – Prepare Your Portfolio Now
AI’s earliest impact on the job market isn’t who gets fired. It’s on who never gets hired. If, as I expect, job growth turns negative…
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
The Dangerous Side of Being Right
In this piece, Marc revisits one of the most spectacular hedge-fund blowups in modern market history. The lesson is that intelligence alone doesn’t protect you…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
$1 Trillion Just Vanished, and This Is Where That Money Is Going Next
Today, I’m handing the Digest over to legendary quant investor Louis Navellier, where he’ll break down why recent weakness in well-known tech names may actually…
The Market Is Getting More Selective – 202 Stocks Just Changed Grades
If you watched the Super Bowl on Sunday, you already know it ended with the Seattle Seahawks taking home the Lombardi trophy. And while there…
The AI Stocks to Sell Immediately… and the Ones to Buy Instead
In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
The Danger in California’s Billionaire Tax
The tax that starts with billionaires… the pattern from 1969 and 1913… why your portfolio faces risk either way… Luke’s government-backed opportunity launching tomorrow
The Bar Is Getting Raised. Alphabet and Amazon Are Showing Us Why..
In today’s Market 360, we’ll review their earnings and talk about why expectations are higher than ever – and how investors can prepare for what…
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real…
The AI Shakeout Has Started – Are You in the Right Stocks?
In today’s Market 360, I want to walk through what’s really going on beneath the surface… what could go wrong during this transition…
Washington Brings Its Silicon Valley-Building Playbook to Robotics
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.
Beware These Beloved Stocks
What studies show about returns after hitting “Top Dog” status… why the Mag 7 stocks are effectively, Top Dogs… where Eric Fry is looking for…
The Quiet Bull Case Building Beneath the Headlines
In today’s issue, Louis Navellier argues that while headlines continue to fixate on risks, several important things are going right in the market. More importantly,…
3 Startups Leading American Innovation… and 8 More in the Wings
Over the past several weeks, Luke Lango and his team have combed through executive orders, pored over government memos, and spoken with military insiders to…
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
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