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240 results for cmo

The Copper Treasure Hunt: 3 Ways to Look for a Payoff

Pretty regularly here, I go over why I believe Freeport-McMoRan could benefit from the AI buildout, and why its efforts to produce more copper make…

Is It Time to Buy These 2 Data Center REITs?

Brad explains how he’s approaching the opportunity with data center REITs, what investors need to know – and he even identifies two favorite data-center REITs…

Anthropic’s $518 Billion Bet Could Create New AI Winners

I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.

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 “Perfect Stocks” Beating and Raising Right Now

Paul joined Crystal and me for the latest Navellier Market Buzz to discuss the market’s narrowing leadership. We discussed how the tech-heavy Nasdaq hit a…

The 1988 Computer “Worm” That Explains Today’s AI Panic

I’ll show you why Nvidia’s AI safety “breakthrough” is really the starting gun for a much bigger economic shift – and how to position yourself…

The AI Trade Slams on the Brakes

A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…

Buy, Sell, or Hold? Your Questions Answered (Plus My Top Pick)

With the market’s recent volatility, investors want to know which ones still have room to run, which are worth buying on a pullback and which…

Is an “Agentic AI Bank Run” Coming?

Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies

Here’s Who Wins When AI Infrastructure Gets Cheap

One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…

The Robot Boom’s Next Milestone Is Surprisingly Boring

Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.

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 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.

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…

Record Highs – With Half the Market Left Behind

A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…

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…

The Copper Treasure Hunt: 3 Ways to Look for a Payoff

Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…

The Fed Won’t Turn Dovish – So, Here’s the Play

Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the…

The AI Boom Is Running Out of Earth. Here’s Who Benefits.

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

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.

The One Thing Propping Up the Whole Economy

Revisiting the Reflexive Economy… what we got right, and where it stands today… what Louis Navellier expects from earnings … why the real risk isn’t…

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”…

SpaceX Gets the Headlines, But These Three Companies Get the Contracts

NASA’s Moon push is creating recurring contracts for space stocks building the infrastructure needed after the first lunar landing.

Copper’s AI Boom – Three Ways to Play It

Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…

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