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The 3 AI Stocks That Will Define 2027
Explore three agentic AI stocks—Marvell, Arm, and Nebius—that could benefit as AI agents drive demand for chips, networking, and cloud computing.
Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout
AI stocks face pressure from oil and interest rates, but strong chip sales and data-center growth suggest October’s dip could offer a buying opportunity.
The Line That Could Pop the AI Bubble
Small caps hit a wall… is Ray Dalio right about the AI bubble?… Luke Lango’s 6.5% stress test… why Louis Navellier sees a “stunning finish”…
The $20 Billion AI Scare That Wasn’t
Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis…
This 129% Bull Market Is Eyeing a Fresh Breakout
A quiet bull run with more juice… Brian Hunt’s “picks and shovels” … Tom Yeung on AI’s 100-day revolution… and Jonathan Rose’s catalyst playbook
Google Just Sent AI to Space – Here’s What That Means for Investors
Let’s look at what Google’s Suncatcher project reveals about the AI boom’s growing constraints. Then, I’ll show you where the next AI opportunity is ready…
2 Cybersecurity Stocks Positioned for the AI Agent Boom
AI agents create new security risks, putting Palo Alto Networks and CrowdStrike at the center of identity and runtime protection.
3 Stocks to Buy Before the AI Boom Fumbles
Those buying only high-growth, leveraged AI stocks might do well in the short term. But they can still lose if their defense isn’t solid enough…
2 Cyber Stocks to Buy as AI Risks Rise
My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…
The AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)
Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.
The AI Data Center Bill Keeps Rising. These 7 Stocks Could Collect.
AI data center spending could reach $1.7 trillion in 2027, spreading the opportunity across a much broader infrastructure supply chain.
Get Ahead of the Shift From AI to Energy
My investing approach is simple: I identify a major structural shift early, then look for the companies that could benefit as that trend plays out.
OpenAI’s Security Scare Points to 2 Cyber Stocks Worth Buying
Cybersecurity is rapidly becoming one of the most essential areas of investment in AI. In today’s essay, I want to show you where the winners…
The AI Boom Has a Copper Problem, and Here’s One Stock the Smart Money Is Betting On
Over the past several months, we’ve seen overwhelming buying activity by professional traders – some of the most knowledgeable minds on Wall Street. These people…
Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute
Anthropic is adding AI safeguards while committing hundreds of billions to compute, showing why slower releases may not stop demand.
One Moonshot Stock to Buy for the AI Revolution
Tom Yeung discusses one of the companies Luke Lango has selected as a potential Elon Musk supplier stock to buy.
Google Just Put AI Chips in Orbit. These 5 Stocks Could Build What Comes Next.
Google’s Project Suncatcher advances the case for space data centers. Explore the technology, economic hurdles and stocks positioned to benefit.
Micron’s Latest Earnings Reveal Why the AI Memory Supercycle Could Run for Years
Micron’s latest earnings strengthen the AI memory supercycle thesis. Luke Lango explains why investors may be pricing in a profit peak years too soon.
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
The Odds of a Rate Hike Just Doubled
Inflation runs hot again… an October rate hike is now at 49%… Jonathan Rose goes live at 8 p.m.… the AI arms race in cybersecurity……
The Market’s Star Players Are Hiding a Bigger Problem
Here’s my advice: Worry less about missing the next AI rally and more about what happens if the market’s most crowded trades stumble. And here’s…
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