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$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
700 Billion Reasons to Stay in AI This Summer
Q1 earnings: fantastic (but with a caveat) … Tech does the heavy lifting… Luke Lango’s “Summer of AI” … one stock from Louis Navellier for…
Every Stock Has a Tell – Here’s How to Read Them
In today’s issue, Keith Kaplan explains how former New England Patriots coach Bill Belichick led his team to victories by creating behavior profiles for his…
AI Isn’t Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My…
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.
The AI Story Is Changing – And So Will the Market Leaders
In today’s Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
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…
Three AI Stocks Surging As the Market Meanders
The media likes to trade on bear market fears. But bear talk this year has probably scared a lot of investors into missing the bull…
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
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.
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech’s next winners.
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…
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?
The AI Job Shake-Up Could Create Big Winners – and Losers
There is a new type of AI making its debut that doesn’t answer questions and or wait for instructions. It goes out into the world,…
AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors can’t ignore.
New Verizon CEO: 8 Things to Know About Hans Vestberg
There’s a new Verizon CEO that will be taking over the company later this year when current CEO Lowell McAdam steps down.
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it…
What AI Sees in the Market That You Don’t
In my experience, the investors who do best are the ones who can cut through that noise and focus on the signals that tend to…
Coachella 2017 Lineup: Here’s This Year’s Festival Headliners
The Coachella 2017 lineup has been announced and it includes plenty of great performers, including Kendrick Lamar, Hans Zimmer and Beyonce.
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…
6 Beverage Stocks to Quench Your Thirst
Demand for both alcoholic and non-alcoholic thirst-quenchers is arguably as great as our need for oil. Here are old-timers and newcomers that do it right.
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