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240 results for cmo

Trade Deficit Widens, Oil Climbs, Earnings Deliver Mixed Signals

In this week’s Navellier Market Buzz, we talked about why a widening trade deficit forced economists to lower their GDP (gross domestic product) estimates. We…

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…

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…

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.

“Buy the Dip” in This Megatrend?

Drones are down – is this a good entry point?… how Jonathan Rose sizes up the opportunity set… the economics behind humanoids aren’t good for…

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…

When Abundance Becomes Disruption: The AI Spending Migration Begins

Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how…

NVDA Beats by 73%… Why Did It Drop? Plus, Mortgage Rates Hit Lowest Level in Three Years

NVIDIA Corporation’s (NVDA) earnings last week served as the grand finale to earnings season. The company reported 73% earnings growth, 82% operating income growth and…

Polymarket’s Odds Moved First — Then These Stocks Exploded

Right now, a powerful probability engine is shaping the next wave of market moves – whether most investors realize it or not. These real-money probability…

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.

Markets Move on Belief – Not Facts

In today’s Smart Money, Jonathan Rose explains why markets move on belief, not just headlines, and how a new stream of probability-based data is changing…

Block’s Layoffs Reveal the Dark Side of the AI Economy

Jack Dorsey says AI made thousands of jobs obsolete. The ripple effects could reshape the entire labor market.

From Headlines to Hard Money: What Moves Markets First

A CBOE veteran explains how prediction market signals move before stock prices – and how to use that gap to your advantage.

Nvidia Earnings Just Crushed ‘Peak AI’ Fears

Nvidia earnings just dismantled the ‘peak AI’ thesis with accelerating revenue, record margins, and expanding AI capex.

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…

2 AI Stocks to Buy Before a Rebound

A second wave of indiscriminate selling is now creating even more compelling entry points for select Stage 2 firms. Let’s look at two…

The Closest Thing to a Time Machine: My Top 3 Reasons I Love Earnings

Front-Running Federal Investment: The Next Strategic Stocks

Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.

Three Stocks Insiders Are Selling in Droves

Like a house sitting on a sandy cliffside during a storm, no company in history has ever maintained ultrahigh prices forever. And when that happens,…

What If AI Working Is the Real Problem?

Is U.S. Diplomacy Dead? The New Era of American Power In 2026

America’s Venezuela raid may mark the end of U.S. diplomacy as we knew it – and a new market regime as a result.

The Great Tech Dislocation – and What Happens Next

In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about…

AI’s “Gray Swan” Risk

Block eliminates almost half of its workforce… Luke Lango’s forecast for how high unemployment will go… two ways the AI trade gets a haircut… the…

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.

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