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AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors canât ignore.
Palantirâs Biggest Rival Revealed
In this weekâs Navellier ĂŰĚŇ´ŤĂ˝ Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.âs (PLTR) biggest rival,…
Tesla Vs. Vertiv â Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday â and in doing so, revealed exactly where investors are still getting AI…
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…
When âAIâ Became the New âDot Comâ
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrowâs AI Signals Trading…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
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…
Three AI Stocks Surging As the ĂŰĚŇ´ŤĂ˝ Meanders
The media likes to trade on bear market fears. But bear talk this year has probably scared a lot of investors into missing the bull…
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks â reshaping timelines and boosting quantum stocks.
War, Watts, and the AI Buildout That Won’t Stop
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…
Weâve Seen This “Pivot” Before â Now Itâs Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Letâs look at why âif you canât beat…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
Why Great Earnings Donât Always Boost Prices
Progress in the Middle East unravels over the weekend⌠TSMCâs perfect earnings report fizzles⌠great reports from the banks go nowhere⌠how to trade this…
The Hidden âThumbprintsâ Behind Big Stock Moves
In September 1995, a philosophy professor read a manifesto in The Washington Post and unmasked a killer…
Why This Gold Pullback Is a Buying Opportunity
Letâs take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
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…
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…
What the PCE Is Really Telling Investors Today
The ceasefire is fragile â but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
The Real Long-Term Shortage Isnât Oil â Itâs This
The AI boom is leading to a massive computing crunch⌠electricity bills are skyrocketing⌠but arenât the hyperscalers supposed to pay?… invest in the âAI…
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing â favoring energy, minerals, and real assets over globalized tech.
Trillion-Dollar IPOs Are Coming â But the Rules Just Changed
Nasdaq’s fast entry rule could trigger billions in forced buying after IPOs, reshaping how AI stocks surge post-listing.
When the Smartest People Start Leaving, This Might Be Why
In todayâs Friday Digest takeover, Stansberry Research analyst Josh Baylin explains why one of the most powerful indicators in todayâs market isnât found in financial…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints â power, cooling, and scale â creating a massive new investment opportunity.
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