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Anthropic Could Be the Next Amazon, and That’s the Problem

There’s a lesson from the dot-com boom that most investors have forgotten: Even when you correctly identify the next revolutionary company, the price you pay…

Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms

While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…

3 Stocks to Buy as the AI Trade Sputters 

InvestorPlace Senior Analyst Eric Fry believes the AI boom is starting to split. On one side are the AI Builders. On the other side are…

One Short-Term Stock to Buy for the Next Tech Revolution

Much like investing in Amazon in the 1990s, you need a 10-plus year horizon to buy quantum stocks today, if you plan on using a…

Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet

Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.

The AI Test Alphabet Just Failed

Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock…

The Biggest AI Winners May Not Be AI Stocks

Many major businesses generate substantial revenue by locating their operations along highways. None of these companies built the infrastructure – but they capitalized on it,…

What a $1.4 Trillion AI Chip Market Means for Everything Around the GPU

The AI infrastructure boom is getting so big that the industry’s biggest challenge is increasingly becoming physical scarcity.

The “Most Important Week of the Year” is Here

Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1

The AI Trade Is Changing, and This Energy Giant Is Ready

It’s important to own the companies that are providers or suppliers to this massive AI buildout, rather than the companies that are spending the money to build. 

Why AI Stocks Are Falling (And What to Buy Now)

Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications…

Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks

The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.

What a 19th-Century Magazine Can Teach Us About AI Stocks

Today, Eric explain why the railroads went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…

Is the AI Bubble About to Pop? Where 4 Experts Are Putting Money

From battlefield drones to Wall Street’s AI spending boom, technology is advancing at extraordinary speed. But beneath the market’s record highs, warning signs are emerging.…

Stop Looking at Who Builds AI – Look at Who Puts It to Work

I’ll explain why the railroad companies went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…

As the AI Buildout Slows Down, Here’s What to Do Next

Would-be data center builders face a growing list of obstacles and expenses: New projects will take longer, face continuous permitting roadblocks, and incur rising costs.…

The One NeoCloud Stock to Buy Now

NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.

One Overlooked Healthcare Stock That Could Double

You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…

Meta Is About to Show Whether Bigger AI Capex Still Wins

Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.

As the Market’s Party Shrinks, Here’s One Stock to Buy

Today, I’ll show you why this market deserves caution — and give you the name of an overlooked healthcare stock that I believe offers substantial…

Google Is Testing AI In Orbit as 100 Communities Rethink Data Centers

Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.

Fed Holds. AI’s Bigger Risk Isn’t Rates

Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…

The AI Trade Is About to Split in Two

AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…

Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.

Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.

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