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What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
$1 Trillion In AI Demand, and the Market Is Looking the Other Way
AI stocks are falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
AI’s Next Bottleneck Is Driving These Stocks Higher
The S&P is stuck in neutral… one corner of the market that’s soaring… the other lucrative bottlenecks… financials are warning us… when is Bitcoin a…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
What This Earnings Season Is REALLY Saying About AI, Gold & the Economy
In a special episode of Navellier Market Buzz, I previewed a handful of earnings from big companies expected to announce this week, including gold miners,…
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…
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
This Iconic Retailer Failed to Adapt—Here’s How Investors Can Avoid the Same Fate
Today, Wall Street veteran Marc Chaikin is joining us to share why the stakes for investors right now may be higher than many realize.
Barneys New York and the Danger of Ignoring a Market Paradigm Shift
Barneys’ collapse shows how ignoring paradigm shifts destroys value. Investors face a similar market transition today.
5 Battered Banks to Cash Out of ASAP
Financial and banking stocks have gotten off to a hot start in 2012, but there’s a host of bank stocks that are set to crash.…
6 Commercial Banking Stocks to Sell Now
This week, the overall grades of six Commercial Banking stocks are lower, according to the Portfolio Grader database. Each of these rates a “D” (“sell”)…
7 Commercial Banking Stocks to Sell Now
For the current week, the overall ratings of seven Commercial Banking stocks are worse, according to the Portfolio Grader database. Each of these rates a…
Why Yesterday’s Winning Strategy Stops Working
In his piece today, Marc Chaikin shares the story of Barneys New York – a once-iconic retail powerhouse that looked untouchable… until the world changed…
10 Stocks That Prove Bigger Isn’t Always Better
Some of your favorite mega-cap blue chips may actually be weighing down your portfolio. Get our list of stocks to sell.
It’s Time to Bail on These 10 Blue-Chip Financial Stocks
It should be no surprise that financial stocks are one of the most volatile sectors in the market today. Here are 10 of the sector’s…
10 Famous Financial Stocks to Sell
After poor earnings and revenue figures from financial stocks such as Citigroup (NYSE: C) and Bank of America (NYSE: BAC) recently, the outlook for the…
Markets Change. Most Investors Don’t. That’s the Problem.
Most businesses don’t fail overnight. They fall behind quietly until one day, the damage is obvious. That’s exactly what happened to luxury fashion store Barneys…
10 Big Banks to Cash Out At the Window
These 10 big banks are still struggling with problems in portfolios, revenues, and earnings. Cash them out of your portfolio
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