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5% Was the Line – We’re Now at 5.25%
Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy
Don’t Wait Until Election Day: Know When Strong Stocks Start Turning Against You
I’ll explain why I recommended an infamous stock and share the details on how my proprietary quantitative system knew it was time to sell –…
A 600% Stock Still Trading at 7X Earnings
Oil pulls back, but the refiner story isn’t over … the S&P’s best stock still trades at 7X earnings … the screen behind Louis’ winners…
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
Google’s AI Chips Blast Off Today
Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
China’s Rare Earth Squeeze Is Making MP Materials More Important
China’s grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout.
Don’t Miss These 4 Stocks in the AI Infrastructure Race
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking…
Not All AI Stocks Will Survive — Here’s How to Tell Which Are Likely to Fail
See where AI profits are already getting squeezed, and which companies to stay away from. Then, learn how to spot companies that have something more valuable…
The Fed’s No-Win Decision Next Week
There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
How to Position Before the Oil Cushion Hits Empty
The U.S. Strategic Petroleum Reserve – the nation’s emergency crude stockpile – has fallen to roughly 285 million barrels. This is its lowest level since…
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…
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…
A 92% Market Signal is Flashing
Investors see a lot of information every day. We pay more attention than we probably should to screaming headlines from CNBC, The Wall Street Journal…
Humanoids’ First Mass Market: The Night Shift America Can’t Staff
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
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…
What Nvidia Told Us About the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
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…
Before Elon Musk Builds a Million Robots, Follow the Money
Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke…
What the History of Electric Wires Can Teach Us About the Data Center Backlash
What can the electric wire panic of 1889 teach investors about today’s data center backlash? Explore the AI opportunity in builders, power and infrastructure.
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.
Who Gets Paid When Musk Builds 10 Million Robots?
I’ll show you evidence that humanoids are beginning to move beyond flashy demonstrations and into real factory work…
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