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Google Beat but AI Stocks Are Still Sinking. What鈥檚 Going On?
Luke got the earnings right, but the timing wrong 鈥� here’s what comes next鈥� an AI event this Thursday鈥� how to play the data center…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk鈥� the sector actually carrying the load鈥� and the guy who keeps building things nobody saw coming
The AI Trade Isn鈥檛 Slowing
Alphabet blows past earnings… capex jumps to $205 billion… why the 鈥淟ag 7鈥� story is wrong… Louis Navellier鈥檚’ 鈥渂est market since 1999鈥�
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawk鈥� the ADP jobs report comes in soft鈥� the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it 鈥� and why the fundamentals never blinked.
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
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…
Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now
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…
The AI Boom鈥檚 Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesday鈥檚 capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
5 AI Infrastructure Stocks to Buy the Dip
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…
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
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…
China Targeted MP Materials for a Reason
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
SpaceX Just Put a Launch Date on the Orbital AI Boom
SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
SpaceX鈥檚 First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX鈥檚 first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
The $3 Trillion AI Stock I’d Dump Right Now 鈥� and What to Buy Instead
In today’s Smart Money, I鈥檇 like to explain why, despite Amazon鈥檚 earnings beat, I鈥檓 not changing my 鈥淪ell鈥� rating on the company 鈥� and why…
A Billion Dollar Lesson for Investors
Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn鈥檛 mean just investing in the…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In today鈥檚 Smart Money, let鈥檚 take a look at SpaceX鈥檚 earnings. Then, we鈥檒l explore where the biggest opportunities may emerge as this new space economy…
The Fed Didn’t Raise Rates Wednesday 鈥� So Why Did the 蜜桃传媒 Plunge?
We鈥檒l break down the Federal Reserve鈥檚 latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red鈥� Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund 鈥� or a mountain of leverage 鈥� to profit from the AI Revolution. Tom Yeung lays out…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
4 Stocks That Could Profit From SpaceX’s Biggest Problem
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…
Lessons From the AI Genius Who Tried to Outsmart the 蜜桃传媒
We鈥檒l take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
The Mag 7鈥檚 $10 Trillion Blind Spot鈥� and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that I鈥檓 going to discuss is everywhere in our modern lives. But you can鈥檛 touch or…
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX鈥檚 AI buildout, spotlighting the HBM and DRAM shortage 鈥� and stocks positioned to benefit.
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