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240 results for erts
The Great Tech Dislocation – and What Happens Next
In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about…
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real…
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
Own the Six Bottlenecks That Control AI Growth
The race for AI dominance has become a matter of national strategy. Washington is accelerating permits, steering capital, and clearing obstacles for the companies it…
Here Is Where Gold Goes Next
What history suggests is next for gold… horrific forecasts of government fiscal excess… a moonshot trade idea from Jonathan Rose… Marc Chaikin’s warning to investors…
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
The Race for AI Supremacy Just Entered a New Phase
Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
Why the Mag 7 Lost $950B in One Week
Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat…
Here’s What Happens When Washington Decides It Can’t Lose
For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it.
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
Why Optimism Could Be the Most Profitable Strategy of 2026
Accelerating growth and AI investment are driving an AI Dislocation. Here’s how Louis Navellier is positioning for it.
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
The 6 Choke Points Powering the AI Boom in 2026
Markets don’t wait for official announcements when Washington’s priorities change – they reposition. And when those priorities center on technology, infrastructure, and national security, the…
OpenAI’s $200B War Chest and the Great AI Infrastructure Land Grab
OpenAI is raising a historic $200B. Discover why the real profit isn’t in software, but the nuclear and cooling infrastructure powering AGI.
The AI Shakeout Has Started – Are You in the Right Stocks?
In today’s Market 360, I want to walk through what’s really going on beneath the surface… what could go wrong during this transition…
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