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Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…
The Real Story Behind the Disappointing Jobs Report
Payrolls crash to 57,000… why markets cheered anyway… the trend Warsh actually needs to see…
Investors Who Ignore This AI Shift Could Be Left Behind
The companies that dominated the first phase of the mobile phone revolution weren’t the ones that would dominate the next. And according to legendary investor…
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I’ve learned…
Is Broadcom the First Crack in the AI Bull Market?
AVGO rattles Wall Street… Alphabet’s $80 billion proof point… AI just entered your brokerage account… why the smart money is betting $50 billion on the…
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
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.
These Breakouts Are Coming
Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO…
The Most Important Lesson From the SpaceX IPO
I’ll explain why I passed on the IPO – and give you one space stock my system currently rates a “B” that just got cheaper…
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
The $3 Trillion IPO Trap
Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy (and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
IBM Just Became the Quantum King – Here’s the Trade Hiding in Plain Sight
On the evening of March 30, 2026, Google Quantum AI quietly published a 57-page whitepaper that, in a more attentive market, should have sent cybersecurity…
The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog
Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…
SpaceX Created the Chaos. Louis Found the Opportunity.
Louis Navellier has been watching the SpaceX IPO closely — but not because he’s tempted to buy it. What he finds fascinating is how markets…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
The Space Stocks That Got Cheaper for No Good Reason
SpaceX stock fell back to $150 after its IPO surge. The proxy selloff created a dislocation – and one ‘A’-rated space stock just got cheaper.
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…
AI Forced Two Utilities to Merge… Here’s How to Profit
In today’s Smart Money, I’ll explain the details of a historic merger, and what it represents: AI is turning electricity into a high-growth industry. And…
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
How to Profit From the Coming Oil Shock Before Wall Street Does
In today’s Friday Digest takeover, veteran trader Jonathan Rose highlights the two market indicators he watches during periods of energy stress – and explains why…
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