Bears' math problem… why falling valuations point to more upside… the 680% winner to trim… how to position for AI today… Louis Navellier on why the Fed won't hike…
The post The 680% Winner You Should Trim Today appeared first on InvestorPlace.
]]>The S&P 500 surged above 7,800 for the first time ever last Thursday. That would normally be enough to make investors nervous. And there are a few reasons to wonder whether this rally is getting stretched.
The post Is This Record-High Ҵý Overbought? (Plus: 2 Top Stocks to Buy Now) appeared first on InvestorPlace.
]]>During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start.
The post Walmart Upgraded, Decker’s Outdoor Corporation Downgraded: Updated Rankings on Top Blue-Chip Stocks appeared first on InvestorPlace.
]]>Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary industrial processes, commercial innovations, and scientific discoveries. Biopharmaceutical companies are among that group.
The post The Stocks Hiding in AI’s “Magical Spaces” appeared first on InvestorPlace.
]]>Space stocks have four new catalysts in 2026 – policy execution, SpaceX validation, orbital compute, and a collapsing launch cost curve.
The post 4 Catalysts That Could Put Space Stocks Back in Orbit in 2026 appeared first on InvestorPlace.
]]>My Investorplace colleague Louis Navellier has been watching two very important trends collide: cooling inflation and a weakening labor market. And that could put the Federal Reserve in a very interesting position.
The post Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor appeared first on InvestorPlace.
]]>The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these hot firms still have more room to run… Or better yet, find those that Wall Street has barely even discovered.
The post 1 Stock to Buy for the AI Revolution appeared first on InvestorPlace.
]]>Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending.
The post Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative appeared first on InvestorPlace.
]]>Hello, Reader. In the 1989 film Field of Dreams, the famous line goes: “If you build it, they will come.” But in the AI boom, the saying may need an update: “If you build it, communities will protest. But if you have already built it, they may come.” The “it” here is data centers. As AI…
The post AI’s $130 Billion Problem – and the Portfolio Created to Solve It appeared first on InvestorPlace.
]]>AI is moving too quickly. The potential rewards are becoming too large. And the divide between the companies benefiting from this revolution and those left behind is widening. That is why Louis is preparing to make one of the most important announcements of his career.
The post The Painful Mistake After Finding a 10-Bagger appeared first on InvestorPlace.
]]>Companies don’t give away $200 million businesses. Except Boeing just did. On purpose. And if you understand why, you understand where the next wave of AI money is headed. On Monday, the Boeing-Archer deal was announced. Boeing (BA) handed three of its subsidiaries — Wisk Aero, SkyGrid, and Insitu — to Archer Aviation (ACHR). Three businesses. Two decades…
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]]>The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher question: Which ones deserve a place in your portfolio? My colleague Luke Lango believes simply owning more AI stocks isn’t the answer.
The post Which AI Stocks Actually Belong in Your Portfolio? appeared first on InvestorPlace.
]]>Lumentum stock keeps winning on AI optics demand. Now its 680% gain raises a different question: how much should investors own?
The post Lumentum’s 680% Run Created a New Portfolio Problem appeared first on InvestorPlace.
]]>Today, Louis Navellier dives into the tightrope the Federal Reserve is walking, trying to keep inflation under control while supporting the labor market. He explains what the recent CPI and PPI numbers mean for investors and highlights where the best opportunities currently exist.
The post Cooling Inflation Opens the Door for This Trade appeared first on InvestorPlace.
]]>In today’s Ҵý 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then I’ll share what this tells us about the increasingly difficult decisions investors face in today’s AI boom.
The post Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now 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).
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]]>Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud platforms, agents, memory, networking, power, and software – and is no longer a single dominant trade. Emphasizing diversification, he’ll also describe what it takes to build a strong portfolio.
The post How to Build an AI Portfolio That Actually Holds Up appeared first on InvestorPlace.
]]>In today’s Ҵý 360, let’s take a closer look at the latest inflation numbers, what they mean for the Fed and the stock market – and where I believe some of the biggest opportunities are taking shape right now.
The post Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor appeared first on InvestorPlace.
]]>Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying the tools that will power what comes next.
The post Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead appeared first on InvestorPlace.
]]>AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
The post AI Is Creating More Winners Than Investors Can Track appeared first on InvestorPlace.
]]>After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual investors can learn from it. More importantly, he shows why Eric Fry believes the next phase of the AI boom may reward a very different group of companies than the last one.
The post 4 AI Stocks We Think Can Survive the Shakeout appeared first on InvestorPlace.
]]>In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like a nesting doll, I’ll reveal a hidden play within that overlooked theme – a turnaround opportunity hiding one layer deeper.
The post How My “Against-the-Grain” Approach Finds AI’s Hidden Winners appeared first on InvestorPlace.
]]>Today's guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies for AI now limited, Eric believes the businesses that will come out on top are the less-obvious suppliers of the irreplaceable pieces the entire industry needs.
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]]>Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question… Where are these companies going to get everything they need to power it?
The post These Shortages Could Fuel AI’s Next Winners appeared first on InvestorPlace.
]]>China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
The post China Targeted MP Materials for a Reason appeared first on InvestorPlace.
]]>In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future possible.
The post What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives appeared first on InvestorPlace.
]]>In today's Digest, Brian Hunt highlights several themes he's watching closely, shares a handful of stocks that have caught his attention, and explains what recent market action may be telling us about where the economy is headed next.
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]]>The better the numbers get, the more Wall Street worries that we’ve reached the peak. But my guest on this week’s Navellier Ҵý Buzz, Adam Johnson, thinks Wall Street has it backward.
The post Why the AI “Freight Train” Is Still Gathering Steam appeared first on InvestorPlace.
]]>During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start.
The post Eli Lilly Upgraded, Best Buy Downgraded: Updated Rankings on Top Blue-Chip Stocks appeared first on InvestorPlace.
]]>Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
The post Space Stocks Crashed in July. Their Businesses Didn’t. appeared first on InvestorPlace.
]]>Fortunately, you don't need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays out the two qualities that separate long-term winners from eventual blowups.
The post 4 AI Stocks Built to Outlast the Hype appeared first on InvestorPlace.
]]>One of the greatest bottlenecks of the AI Revolution that I’m going to discuss is everywhere in our modern lives. But you can’t touch or taste it… and you’re not supposed to see or hear it.
The post The Mag 7’s $10 Trillion Blind Spot… and 3 Stocks to Buy for It appeared first on InvestorPlace.
]]>Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
The post The AI Memory Shortage Could Make These 4 Stocks Winners appeared first on InvestorPlace.
]]>When supply of AI's critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors to consider the bottlenecks forming within the AI industry.
The post AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities appeared first on InvestorPlace.
]]>Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn’t mean just investing in the big names everyone already knows...
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]]>We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in a matter of weeks.
The post Lessons From the AI Genius Who Tried to Outsmart the Ҵý appeared first on InvestorPlace.
]]>July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
The post The Best Stocks to Buy on the Bounce After the ‘Leopold Low’ appeared first on InvestorPlace.
]]>In today's Friday Digest takeover, Eric explains why comments from SpaceX's first earnings call may have revealed one of the AI boom's biggest emerging bottlenecks – and why the companies helping solve that problem could be among the next generation of winners.
The post SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead appeared first on InvestorPlace.
]]>Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI's biggest constraint and how that shortage could reshape the industry.
The post 4 Stocks That Could Profit From SpaceX’s Biggest Problem appeared first on InvestorPlace.
]]>SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
The post SpaceX Just Put a Launch Date on the Orbital AI Boom appeared first on InvestorPlace.
]]>A new framework to track AI jobs losses... last call for Luke Lango's #1 AI Megadeal... Wall Street's voice-phishing nightmare... the identity-security stock riding it higher
The post The 7 Stages of the Jobpocalypse and How to Spot What Comes Next appeared first on InvestorPlace.
]]>When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”
The post “Where’s the Beef” in This AI Earnings Boom? appeared first on InvestorPlace.
]]>In today's Smart Money, I’d like to explain why, despite Amazon’s earnings beat, I’m not changing my “Sell” rating on the company – and why recent developments have only strengthened that view.
The post The $3 Trillion AI Stock I’d Dump Right Now – and What to Buy Instead appeared first on InvestorPlace.
]]>SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
The post SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX appeared first on InvestorPlace.
]]>Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?... why 3 analysts are backing up the truck on AI
The post More Traders Predict a Fed Hike. Don’t Bet On It appeared first on InvestorPlace.
]]>In today’s Smart Money, let’s take a look at SpaceX’s earnings. Then, we’ll explore where the biggest opportunities may emerge as this new space economy takes shape.
The post SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner 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.
The post 5 AI Infrastructure Stocks to Buy the Dip appeared first on InvestorPlace.
]]>The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
The post The $152 Billion Reason Earnings Look So Strong appeared first on InvestorPlace.
]]>Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke Lango to share his latest research.
The post How to Find the Next AI Opportunity Before Apple Does 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.
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