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The AI Industry Has Split Into Supergroups. Investors Need to Adapt.
AI stocks are entering a new phase as supergroups pour billions into infrastructure, reshaping the AI industry and investor opportunities.
Why the Mag 7 Lost $950B in One Week
Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat…
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.
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
Big Tech’s Earnings Are Exposing the True Cost of AI
In today’s Market 360, I’ll review four of the seven Magnificent Seven earnings that reported: Microsoft, Meta Platforms, Inc. (META), Tesla, Inc. (TSLA) and Apple…
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
The AI Shakeout Has Started – Are You in the Right Stocks?
In today’s Market 360, I want to walk through what’s really going on beneath the surface… what could go wrong during this transition…
Why Outstanding Results Aren’t Enough
ASML has great earnings – and investors sell… MSFT implodes after strong earnings… are we priced for perfection?… where the next wave of growth comes…
$1 Trillion Just Vanished, and This Is Where That Money Is Going Next
Today, I’m handing the Digest over to legendary quant investor Louis Navellier, where he’ll break down why recent weakness in well-known tech names may actually…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
OpenAI’s $200B War Chest and the Great AI Infrastructure Land Grab
OpenAI is raising a historic $200B. Discover why the real profit isn’t in software, but the nuclear and cooling infrastructure powering AGI.
How to Find the Next Market Champions
How can investors stay on the richer side of the new technochasm? I’ll share insight today from legendary investor Louis Navellier, one big winner he…
What’s Going Right in the Market – And Why It Matters More Than You Think
In today’s Market 360, we’ll do the harder work first – identifying what’s already going right… and understanding why that matters to your investing success…
The Bar Is Getting Raised. Alphabet and Amazon Are Showing Us Why..
In today’s Market 360, we’ll review their earnings and talk about why expectations are higher than ever – and how investors can prepare for what…
Why Optimism Could Be the Most Profitable Strategy of 2026
Accelerating growth and AI investment are driving an AI Dislocation. Here’s how Louis Navellier is positioning for it.
The Case for Optimism – and the Stocks It’s Pointing To Next
I’m handing today’s Digest over to InvestorPlace Senior Analyst Louis Navellier. Louis argues that while headlines continue to fixate on risks, several important things are…
The Quiet Bull Case Building Beneath the Headlines
In today’s issue, Louis Navellier argues that while headlines continue to fixate on risks, several important things are going right in the market. More importantly,…
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
The U.S. Is Mobilizing for AI Dominance
I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…
Miss Out on Nvidia? Two More Innovative AI Chip Stocks Hiding in Plain Sight
Much like Nvidia at $72, these two AI chip stocks have incredible upside that Wall Street hasn’t fully realized yet…
CHAOS Economics: How to Survive and Thrive Amid the AI Job Collapse
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
A Quiet Storm Is Brewing in the Market – Here’s How to Prepare (Before It’s Too Late)
In today’s Market 360, I want to walk you through what’s changing beneath the surface – and why understanding this change matters right now.
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