Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing to supply them.

The post The AI Boom Isn’t Over: 3 Stocks You Need to Watch appeared first on InvestorPlace.

Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop I have analyzed in years? I aim to find out in this week's Being Exponential podcast.

The post The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number appeared first on InvestorPlace.

AI stocks to buy now: Dell and Credo lead the pack, while geothermal's Fervo Energy rides a Google deal. See why the market's stalled tape hides a buying opportunity.

The post 3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear appeared first on InvestorPlace.

For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher and I spend most of our time worrying about the technical risks to that assumption. Does the industry run out of chips? Out of power? Out of money?

The post What the AI Industry Could Learn from the Three Mile Island Meltdown appeared first on InvestorPlace.

Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.

The post Nvidia Sold the 蜜桃传媒 a New Story, and It Bought It. Here’s Why. appeared first on InvestorPlace.

Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning's bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is a sleeping dragon in physical AI.

The post The Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds appeared first on InvestorPlace.

Ten-year yields near 4.7%, oil near $90 鈥� the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure trade, and the one thing that actually could.

The post How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO appeared first on InvestorPlace.

Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock buying window reopened.

The post The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’ appeared first on InvestorPlace.

In this episode of Being Exponential, Luke Lango dives into five of the biggest space stocks shaping the rapidly expanding space economy: Redwire (RDW), BlackSky (BKSY), Rocket Lab (RKLB), AST SpaceMobile (ASTS), and SpaceX (SPCX).

The post 5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover appeared first on InvestorPlace.

July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it 鈥� and why the fundamentals never blinked.

The post The Best Stocks to Buy on the Bounce After the ‘Leopold Low’ appeared first on InvestorPlace.

A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into free fall, and some of the best growth stories in this market were cut in half or worse.聽

The post 5 AI Infrastructure Stocks to Buy the Dip appeared first on InvestorPlace.

AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real opportunity sits.

The post Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now appeared first on InvestorPlace.

In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this week's AI selloff reads the same way 鈥� and the one chart that will tell you if it doesn't.

The post Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch appeared first on InvestorPlace.

Garry Kasparov, the greatest chess player to ever live, found his match not in a flesh-and-blood opponent, but in a machine. Kasparov built his career on reading intentions accurately. But that’s a much-taller ask when the intentions you’re reading are completely sterile. Under the scrutiny of a mass audience and blinding, hot television lights in…

The post It鈥檚 Do-or-Die Time for the AI Infrastructure Trade appeared first on InvestorPlace.

Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be forming one step earlier than the stock market.

The post 聽Wall Street Left This Company for Dead. Then It Became the Trade of the Decade. appeared first on InvestorPlace.

Luke explains why he's not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down why strong earnings from TSMC, ASML, Samsung, and Aehr Test Systems weren't enough to reignite the rally鈥攁nd why that's exactly what he expected.

The post Get Into The AI Trade Before This Happens appeared first on InvestorPlace.

The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks to buy now.

The post These 2 Sectors Are Quietly Breaking Out While Wall Street Panics appeared first on InvestorPlace.

Cheap AI stocks like SpaceX, TeraWulf, Amazon, Palantir, and Micron are dropping on sentiment while Wall Street's earnings conviction holds firm.

The post Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff appeared first on InvestorPlace.

Luke Lango uses a 1908 auto industry panic to explain why the AI infrastructure sell-off may be setting up its next big move, not ending it.

The post The AI Selloff Is Not the End. It Is the Setup. appeared first on InvestorPlace.

From optical components to nuclear power to space solar, Luke Lango applies the jade trader's test-hole method to five reader-requested AI stocks.

The post How to Buy This AI Selloff Without Catching a Falling Knife appeared first on InvestorPlace.

While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.

The post 5 AI Stocks Wall Street Is Selling That You Should Be Buying appeared first on InvestorPlace.

Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out.

The post Micron’s Run Looks Unstoppable. Here’s the One Number We’re Watching. appeared first on InvestorPlace.

Amid the AI selloff, everybody is screaming "bubble," but the data says this bubble hasn't even started inflating yet.

The post Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift appeared first on InvestorPlace.

Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week's Being Exponential Q&A.

The post The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers appeared first on InvestorPlace.

We walk you through what the SpaceX IPO actually proved, why orbital compute may be the most valuable real estate of the next decade, and which beaten-down names could lead the comeback tour.

The post 5 More Space Stocks to Buy After the SpaceX IPO appeared first on InvestorPlace.

AI stock selloff got you spooked? Broadcom's $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks it down.

The post Is the AI Selloff a Buying Opportunity? The Data Says Yes appeared first on InvestorPlace.

The SpaceX IPO has Wall Street debating trillion-dollar valuations. Luke Lango argues the selloff it triggered is actually the buying opportunity investors have been waiting for in Corning, Ciena, Broadcom, and Redwire.

The post The Grandest Castle Ever Floated (and the Stocks to Profit From It) appeared first on InvestorPlace.

The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die 鈥� and what it signals for AI, chips, and drones.

The post The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It) appeared first on InvestorPlace.

Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says to avoid right now.

The post 5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid) appeared first on InvestorPlace.

SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now

The post SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy聽(and the Quantum Play You’re Missing) appeared first on InvestorPlace.

The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names 鈥� from Micron to Arm 鈥� leading the move.

The post The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout appeared first on InvestorPlace.

Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math.

The post The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore appeared first on InvestorPlace.

Inside: five software stocks that map which businesses survive the AI Boom and which ones do not

The post Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026 appeared first on InvestorPlace.

Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next one is forming.

The post The AI Boom’s Best-Kept Secret appeared first on InvestorPlace.

Five tech stocks to buy now as the AI buildout accelerates: IonQ, DoorDash, Astera Labs, AMD, and Reddit. Luke Lango breaks down the Q1 2026 setup.

The post 5 Tech Stocks Powering the Next Leg of the AI Boom appeared first on InvestorPlace.

S&P 500 Q2 2026 earnings are growing 27.1%, or more than double estimates. Here's why the AI boom just turned from story to fundamental.

The post The 27.1% Number That Just Killed the AI Bubble Debate appeared first on InvestorPlace.

SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is a buying opportunity.

The post The AI Infrastructure Trade Catches Its Breath appeared first on InvestorPlace.

The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.

The post $725 Billion and Counting: Why the AI Gusher Is Just Getting Started appeared first on InvestorPlace.

To understand why Mythos matters, you need to understand what鈥檚 been building underneath it. A new kind of AI that doesn鈥檛 just respond to prompts鈥� but can execute complex tasks on its own.

The post The AI Nobody’s Talking About Is Already Picking Winners appeared first on InvestorPlace.

On this week's Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right now

The post War, Watts, and the AI Buildout That Won’t Stop appeared first on InvestorPlace.

Anthropic's revenue just exploded from $1 billion to $30 billion in 15 months. Here's what it means for AI investors and why the Anthropic IPO could dwarf both OpenAI and SpaceX.

The post Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026 appeared first on InvestorPlace.

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

The post Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 蜜桃传媒 appeared first on InvestorPlace.

蜜桃传媒s are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still shaping investor returns: the AI spending boom, rising defense budgets, hard-asset tailwinds, and the growing economic impact of AI-driven job cuts.

The post The Iran Conflict Is Reshaping Every 蜜桃传媒 Right Now appeared first on InvestorPlace.

Discover why AI spending is concentrating in the semiconductor and infrastructure layer 鈥� including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD 鈥� and how to position before the divide becomes obvious.

The post When Abundance Becomes Disruption: The AI Spending Migration Begins appeared first on InvestorPlace.

This is the heart of what we鈥檝e been calling 鈥淪aaSmaggedon鈥� 鈥� the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.

The post AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can鈥檛 Ignore appeared first on InvestorPlace.

This recap is designed to zoom back out鈥β� to help you see the throughline, understand what鈥檚 really changing beneath the surface, and stay focused on the long-term opportunity instead of the short-term noise.

The post Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can鈥檛 Ignore appeared first on InvestorPlace.

Bitcoin was built to be 鈥渄igital gold,鈥� offering shelter from inflation and currency turmoil. But in today鈥檚 storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoin鈥檚 safe-haven thesis is under the microscope, what experts predict for the future of Bitcoin, and whether the world鈥檚 top crypto can still become the next gold-standard asset for investors seeking stability.

The post Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested appeared first on InvestorPlace.

SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what鈥檚 fueling the rally, the risks ahead, and if SNDK stock is still a buy.

The post Why SanDisk Stock Skyrocketed: 5 Key Questions Answered appeared first on InvestorPlace.

Through the Genesis Mission, Washington is directing capital, clearing barriers, and reshaping markets to win the AI race. Investors who understand this shift early could benefit most.

The post How to Profit From the Government-Backed AI Moonshot appeared first on InvestorPlace.

TradeSmith analyzed 2 quintillion data points to find the best stock seasonality patterns to buy any stock. See why patterns persist through chaos 鈥� and how to use them.

The post Stock Seasonality 2026: The Exact Days to Buy and Sell appeared first on InvestorPlace.