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240 results for saas

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.

The 60/40 Portfolio Was Built for a World That No Longer Exists

Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.

What You’re Not Being Told About the AI Economy

A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.

Rate Hike Odds Top 50% – And That’s Not the Only Warning

Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……

CHAOS Economics Is No Longer a Theory

AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.

Are You Invested in AI’s “Secure Elite”?

A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…

What the AI Demand Data Says That the Market Doesn’t

AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.

How to Spot Demand Before It Shows Up in the Numbers

As I often say, truth reveals itself in behavior before it shows up in reports…

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…

We Saw the Quantum Threat Before the Headlines Did

Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…

AI Broke the Digital Economy – And Almost Nobody Has Noticed

AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.

Quant Ratings Updated on 112 Stocks

Today, I want to briefly discuss the current situation between the U.S. and Iran. Then I’ll tell you about the bigger shift I think will…

The Market Is at Highs… but the Returns May Not Be

The S&P is back in record territory… are all the risks gone?… what one valuation metric says about forward returns… how to remain in the…

Why the Latest Inflation Numbers Look Hideous – And May Get Worse…

In today’s Market 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…

When the Smartest People Start Leaving, This Might Be Why

In today’s Friday Digest takeover, Stansberry Research analyst Josh Baylin explains why one of the most powerful indicators in today’s market isn’t found in financial…

Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market

As Wall Street turns volatile and selective in 2026, AI infrastructure stocks may offer the clearest edge. Here’s why chips, networking, and data-center plays could…

Stocks to Buy As the War Pauses

A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…

2 Stocks to Buy and 2 to Sell, According to Insiders 

Today, I’d like to offer you several buy and sell recommendations from my own favored signal: those from insider transactions. 

AI’s ‘Wallpaper’ Phase Is Here — Tech’s Next 3 Winning Stocks Revealed

The Stock Everyone’s Buying That AI Will Destroy

I want to bring to your attention a streaming giant that accounted for over 95 billion hours of viewing time in the first half of…

2 Breakout Stocks to Buy Immediately  

Today, I’d like to share two stocks that demonstrate the power of Luke’s Breakout System – companies with hidden catalysts that could be entering the…

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.

The AI Acceleration Curve Just Went Vertical

New benchmarks suggest AI acceleration is speeding up rapidly – and the economic consequences could be enormous.

The Market Isn’t Flat. It’s Rotating – And AI Is the Trigger

AI is driving a massive stock market rotation. Why software stocks are falling – and hard assets are suddenly winning.

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