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OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech’s next winners.
Quant Ratings Updated on 120 Stocks
In today’s Market 360, I’ll walk you through what’s driving this earnings momentum and what the latest data tells us about where the market could…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
Missed the Mag 7 Gains? Here’s Your Second Chance
The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…
AI Isn’t Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My…
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
The Backlash to “Train Your Replacement” Begins
The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull…
How Louis Found Bloom Energy Before Wall Street Did — and Where He’s Looking Now
In today’s Friday Digest takeover, Louis Navellier breaks down how his Stock Grader system identified a little-known AI infrastructure company long before Wall Street caught…
Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
The “Powell Era” Ends with a Divided Fed
Powell’s final act… more of the “wait and see” approach… the Warsh Fed takes shape … why the balance sheet matters more than the interest…
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your…
Middle East Talks Break Down – What Happens Now
Diplomatic efforts fail in the Middle East… rate cuts aren’t coming any time soon… the Fed’s hands are tied… copper’s case gets stronger
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You About
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
Gold or Silver – Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibrium… Luke’s case for a silver melt-up… Eric’s case for gold… the fiscal disorder fueling the longer-term bet… so, which…
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks – reshaping timelines and boosting quantum stocks.
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat…
What Big Bank Earnings Aren’t Telling Investors Right Now
Let’s look at what three big bank earnings reports are really telling us. Then I’ll show you why that matters for what comes next –…
3 Stocks to Buy Immediately, According to AI
Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
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.
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
The Hidden “Thumbprints” Behind Big Stock Moves
In September 1995, a philosophy professor read a manifesto in The Washington Post and unmasked a killer…
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