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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.…
Tesla and SpaceX Could Merge. But Here’s the Bigger Opportunity…
Today, we’ll break down this week’s quarterly results from SpaceX and Tesla, Inc. (TSLA), discuss what a potential merger could mean – and talk about…
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 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…
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.
How to Build a Crisis-Proof, Inflation-Proof Portfolio
A step-by-step plan that will grow your wealth during good times… and protect it during bad times.
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
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.
Could an AI Bust Crash the Whole Market?
Wall Street punishes Meta… the question for the rest of your portfolio… three ways a boom ends… “three booms wearing the same trench coat”… the…
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…
Netflix’s Moat Is Disappearing. Is Yours?
Blockbuster’s lesson, revisited… when AI kneecaps a moat… two tests for every stock you own… Eric Fry’s “panic early” rule
How to Invest in Stocks: A Survival Guide
In this free report from InvestorPlace, we’ll explain how stocks work, demystify the complicated nature of stock trading, and provide a bulletproof plan to maximize…
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…
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.
Are We in an AI Bubble? 4 Investing Experts Tackle the Trillion-Dollar Question
Are we in an AI bubble? Louis Navellier, Eric Fry, Jonathan Rose and Luke Lango tackle the question that Wall Street can’t stop asking.
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,…
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.
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…
The Volunteer Who Saved the Internet
In this Friday Digest, Luke Lango explains why increasingly sophisticated AI could force businesses and governments to spend far more protecting their digital infrastructure. He…
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
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…
9 Defense Stocks to Watch Before the Next Big Rally
Defense stocks sold off hard even as military budgets keep rising. Luke Lango and Jonathan Rose discuss 9 stocks to watch before the next rally.
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…
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