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Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And that’s just this year. That’s why all eyes have been glued to the…
This 150% Run Is Just the Beginning
The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…
AI’s Real “Demon” Has Nothing to Do With Robots
Musk’s warning revisited… the Prisoner’s Dilemma hiding everywhere you look … why the usual reassurances don’t apply this time… and where the smart money actually…
Quant Ratings Updated on 120 Stocks
In today’s Market 360, I’ll walk you through what’s driving this earnings momentum and what the latest data tells us about where the market could…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
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…
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
Palantir’s Biggest Rival Revealed
In this week’s Navellier Market Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.’s (PLTR) biggest rival,…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.
Three Stocks to Buy as Investors Flee This $3 Trillion “Shadow” Market
Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…
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…
Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
AI Layoffs Are Spreading Faster Than Expected
AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift – not a temporary trend.
Friday Apple Rumors: AAPL is Facing a FaceTime Lawsuit
Friday’s Apple Rumors include a fix for LG UltraFine 5K display issues, an impending launch for the BeatsX headphones and more.
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.
AT&T Reverses Decision on Cellular FaceTime
After criticism from consumer advocates, AT&T will open FaceTime cellular use to subscribers with 4G devices and tiered data plans.
Mondelez and Kraft Still Face Big Challenges
One is high-growth, the other pays out a hefty dividend. But both businesses face considerable headwinds in the months ahead.
Bitcoin Faces an Emerging Identity Crisis
As Bitcoin receives more attention from Wall Street, it faces the potential of regulatory action. And that may create an identity crisis.
American Apparel Facing SEC Investigation
American Apparel is facing an investigation by the SEC over the departure of CEO Dov Charney in 2013 for allegedly misusing funds.
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