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The Iran War Revealed This New AI Truth
The AI era is moving faster than anything we’ve seen in market history. Investors who want to stay ahead of the megatrends that can create…
The OpenAI IPO Could Be the Biggest AI IPO Ever
A wave of AI IPOs – from OpenAI to Anduril – could soon give investors access to the companies building artificial intelligence.
Big Tech Takes the AI Bill: What It Means for Investors
In today’s Smart Money, let’s take a look at the AI costs that Big Tech has pledged to bear, investment opportunities that could follow, and…
Why AI Could Drive Inflation Higher
In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds…
Everyone’s Watching the Wrong Part of AI
In today’s Smart Money, let’s walk you through some emerging bottlenecks in AI, and I’ll show you why they could determine which companies win the next phase of the AI boom.
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
The Hidden Wealth Transfer Inside the AI Revolution
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
The AI Acceleration Curve Just Went Vertical
New benchmarks suggest AI acceleration is speeding up rapidly – and the economic consequences could be enormous.
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
Your Job Is Now Competing With a $20 AI Subscription
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
As Volatility Flares Up Again, Strengthen Your Portfolio
Spreading investments internationally reduces reliance on the U.S. alone and can smooth overall returns over time. Plus, some markets outside the U.S. may offer cheaper…
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the ‘peak AI’ thesis with accelerating revenue, record margins, and expanding AI capex.
The Stocks Taking Off Now
Here’s the truth most investors are missing… What’s happening in the market right now isn’t “risk off.” It’s rotation.
Why the Companies Using AI Will Beat the Ones Building It
In this Smart Money, I’ll share two real-world examples where applying a breakthrough proved more profitable than inventing it – illustrating why AI Applier companies…
The Market Isn’t Flat. It’s Rotating – And AI Is the Trigger
AI is driving a massive stock market rotation. Why software stocks are falling – and hard assets are suddenly winning.
Nvidia’s Earnings Signal a Shift in AI Expectations
Today, my InvestorPlace colleague Louis Navellier is joining us to explore what Nvidia’s blowout results reveal about where the AI boom is headed next.
2 AI Stocks to Buy on This Pullback
Today, we’re discussing “Stage 2” AI firms. These companies provide the experience of using AI – the products and services that come after the “Stage…
What NVIDIA’s Earnings Tell Us About the Next Stage of the AI Boom
In today’s Market 360, I’m going to walk through the details of NVIDIA’s earnings and the market’s subsequent reaction. I’ll also discuss why expectations matter…
Your Post-Earnings AI Playbook
For years, legendary investor Louis Navellier has called NVIDIA’s earnings report the “grand finale” of earnings season. And this week, NVIDIA delivered what most companies…
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…
Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting
In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some…
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