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The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’
Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock…
AI Has More Winners Than Ever – Here’s the Catch
There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more…
Even at Under a Nickel, XELA Stock Isn’t Worth a Penny
Taking all factors into account, it’s clear why I believe XELA stock today isn’t worth even a penny.
Will Higher Bond Yields Break the AI Bull Market?
Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…
This Megatrend Is Entering a Fast and Furious New Phase
Some trends are too cool (and too profitable) to end.
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…
Some Things Are Too Cool – and Too Profitable – To End
In the unstoppable electric vehicle megatrend, we may see the end of muscle cars. Then again, cool cars seem to be part of America’s DNA…
4 Catalysts That Could Put Space Stocks Back in Orbit in 2026
Space stocks have four new catalysts in 2026 – policy execution, SpaceX validation, orbital compute, and a collapsing launch cost curve.
Which AI Stocks Actually Belong in Your Portfolio?
The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher…
How to Build an AI Portfolio That Actually Holds Up
Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud…
The Most Important Part of Unitree’s IPO Wasn’t the Robot
Unitree’s 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.
The Mag 7’s $10 Trillion Blind Spot… and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that I’m going to discuss is everywhere in our modern lives. But you can’t touch or…
AI’s Biggest Problem Right Now – And the Portfolio of Companies Solving It
Last week, you heard from my InvestorPlace colleague Luke Lango about a challenge facing AI investors: With so many opportunities out there, which stocks actually…
Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
Who Really Controls the $7 Trillion Robot Boom?
A robot rocket in Shanghai… the rare earth choke point behind every humanoid… Home Depot’s warning on the consumer… why housing stocks are climbing anyway…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners
In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…
1 Stock to Buy for the AI Revolution
The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these…
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