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Space Stocks Crashed in July. Their Businesses Didn’t.

Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.

More Traders Predict a Fed Hike. Don’t Bet On It

Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…

The Day Wall Street Opened the Door to an Industry That Barely Existed

Genentech’s early IPO shows why today’s biggest AI gains may be created before a company ever reaches the stock market.

4 Stocks That Could Profit From SpaceX’s Biggest Problem

Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…

The AI Memory Shortage Could Make These 4 Stocks Winners

Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.

SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead

In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…

AI Prices Just Fell 280-Fold – Now What?

The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits…

How Two Smart Investors Missed Google – and What the Winners Saw

Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.

The Fed Didn’t Raise Rates Wednesday – So Why Did the Market Plunge?

We’ll break down the Federal Reserve’s latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…

Before Luke Lango Recommends Any Private Company, It Has to Pass This Test

In today’s Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains…

How Venture Capitalists Really Decide Where to Invest

After years of studying history’s greatest venture capital successes, my InvestorPlace colleague Luke Lango has developed a straightforward process for identifying exceptional companies.

Why “Boring” Could Be Your Best Investment

“Boring” isn’t just safe. Or reliable. It’s strategic. Especially when everyone else is chasing excitement. Markets have a habit of rewarding discipline long after they…

A New Reality for the AI Trade

Microsoft eases AI fears… the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…

Most Startup Pitches Sound Great, so Here’s How to Find the Real Opportunities

Over years of studying some of history’s greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever…

It’s Do-or-Die Time for the AI Infrastructure Trade

Don’t Wait for the IPO — Find the Next AI Winner Now

Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke Lango believes that assumption is becoming…

The 3-Question Test I Use Before Putting a Dollar Into Any Company

Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…

The Investment Lesson Hidden in Spain’s 1-0 Victory

The lesson of commitment and patience extends far beyond soccer. Success often belongs to those willing to endure uncomfortable stretches without abandoning the process. Markets…

The Ticker May Be Too Late for AI’s Next Great Winners

The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for.

Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO

There’s a reason this certain playbook has endured for nearly 70 years, and it isn’t just today’s excitement over AI…

The investing lesson hidden in Taylor Swift’s wedding

There are few fan bases as passionate as Taylor Swift’s. So, when she recently married Travis Kelce at Madison Square Garden in New York, it…

These 2 Sectors Are Quietly Breaking Out While Wall Street Panics

The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…

AI Investors Must Keep This Threat in Mind

A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it

What My 200,000-Mile Mazda Taught Me About Value Investing

Over the past decade and a half, growth stocks – like those that make up the Magnificent Seven –  have dominated headlines and delivered some…

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