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The 27.1% Number That Just Killed the AI Bubble Debate
S&P 500 Q2 2026 earnings are growing 27.1%, or more than double estimates. Here’s why the AI boom just turned from story to fundamental.
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 Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Street’s smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your…
Don’t Miss the Next Turn In the AI Trade
The AI chip trade is changing shape as custom silicon becomes the next toll road in Big Tech’s infrastructure buildout.
ETF Roundup: Precious Metals Basket Introduced
A snapshot of a slew of recently launched ETFs and related products.
Today’s AI Giants Could Be Tomorrow’s Disappointments
Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where he’s looking now… the electricity grid that can’t keep up… how Brian Hunt is investing… Nvidia’s quantum…
The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…
Why the Biggest AI Winners May Not Be AI Companies
Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…
Don’t Buy the Railroads. Buy the Campbell’s.
In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI “applier” we’re giving…
Xerox Is an AI Trap — This Company Is a Better “Match”
In today’s Smart Money, I’ll look at a company that highlights the limits of legacy AI Appliers struggling to adapt as A-AI accelerates. Then, I’ll…
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
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
What in the World Should You Do About Gold?
The gold bubble is a lingering field, so spread your wealth out between direct stocks and ETFs, and play it slow.
Copper’s Mixed Signals Are Your Next Big Opportunity
Let’s make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…
The Backlash to “Train Your Replacement” Begins
The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull…
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
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…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply can’t see. Today, Keith Kaplan takes that…
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