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The Man Who Saved the Internet – And What Investors Can Learn
As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango,…
AI Has Entered the Chain of Command
Sovereign AI is moving from policy to procurement as the Pentagon builds around autonomy, secure compute, cyber defense and robotics.
3 Warning Signs That Matter More Than the Midterm Elections
I discuss the three warning signs that actually matter, according to my eight-factor fundamental model. I also answer recent questions subscribers have about gold mining…
The Lockheed Martin Business I’d Watch More Closely Than the F-35
Lockheed Martin’s $58.6 billion PAC-3 award shows how America’s rearmament push is turning defense spending into factory expansion.
One Overlooked Healthcare Stock That Could Double
You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…
An Entire Industry Is About to Change. Again.
You’d rather be invested in new technologies than the ones they’re replacing.
Why Oil Prices Are High Despite Persian Gulf Supply Recovery
The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…
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…
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…
What to Buy When AI Computing Gets Cheaper
Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…
AI’s Next Shift, Hiding in a Drone Battery
My colleague Luke Lango has been following AI’s move into machines that carry goods, operate equipment, and work alongside people. And he believes the companies…
The AI Selloff Meets Election Day
AI’s meltdown week… Luke Lango’s take on the selloff… data centers are on tomorrow’s ballot… so is the drone budget… Luke’s Pennsylvania Plan
As America’s Arsenal Runs Low, Here’s One Stock to Watch
My colleague Luke Lango believes that’s one opportunity investors may be overlooking amid the recent selloff in defense stocks. Below, he explains why America’s push…
PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus
PHP2Shell highlights how AI is reshaping cybersecurity and creating new demand for companies that protect digital and physical systems.
Why AI Stocks Are Falling (And What to Buy Now)
Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications…
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…
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 No. 2 Stock of 2024 Wasn’t an AI Company – and the Pattern Is Repeating
I’ve picked the biggest, most conservative name on Luke Lango’s list on purpose. If the potential is this large for such a major firm, it’s…
Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare
Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.
Election Day Is Here, but Wall Street’s Bigger Test Comes Next
What happens in Iran after the elections… oil’s paradox returns… what peace would mean for Louis Navellier’s energy winners… America’s empty missile shelves… Luke Lango…
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.
What Your Next Takeout Order Could Teach You About AI Investing
A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much larger investment opportunity.…
Why I Sold This Copper Stock for a 430% Gain
Let’s explore why strong growth doesn’t always make a stock worth buying. Then, I’ll share where I see better opportunities instead.
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