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’s why chips, networking, and data-center plays could outperform.

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

Markets 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 Market Right Now appeared first on InvestorPlace.

Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and �������°� — 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’ve been calling “SaaSmaggedon” — 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’t Ignore appeared first on InvestorPlace.

This recap is designed to zoom back out…  to help you see the throughline, understand what’s 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’t Ignore appeared first on InvestorPlace.

Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoin’s safe-haven thesis is under the microscope, what experts predict for the future of Bitcoin, and whether the world’s 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’s 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 – and how to use them.

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

A quarter-century after the dot-com bust, the market is again dangerously concentrated in a handful of AI stocks. TradeSmith CEO Keith Kaplan reveals a new early-warning system engineered to spot volatility shocks and protect investors ahead of Marc Chaikin’s projected 2026 “Year of the Bear.” Learn how to safeguard your portfolio before the next tipping point arrives.

The post The Inconvenient Truth �������°� the AI Boom appeared first on InvestorPlace.

An upheaval is underway in the tech world, one that could upend the hierarchy of the $1 trillion AI chip industry. And savvy investors stand to profit handsomely, if they can spot the new “Toyotas” of AI before the crowd…

The post Is Nvidia’s ‘Ferrari’ �������°� to Get Overtaken by a Fleet of Toyotas? appeared first on InvestorPlace.

Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive lithium boom by 2026.

The post The Next Great AI Trade Hiding in Plain Sight appeared first on InvestorPlace.

Is the AI bubble built on faulty accounting? Michael Burry warns that Big Tech is inflating earnings by billions. Discover what this means for AI stocks—and whether the boom is set to burst.

The post Michael Burry Warns: Is the Biggest Tech Rally of Our Era Built on a Lie? appeared first on InvestorPlace.

Nuclear fusion is no longer “30 years away.” Discover how breakthroughs in AI, magnets, and materials are accelerating the race to commercial fusion—and how investors can position for the technologies powering the future.

The post Why Nuclear Fusion Could Be Just Around the Corner appeared first on InvestorPlace.

Big Tech’s strongest earnings met sell-offs—but a $380B AI capex funnel is powering AI stocks, including chips, storage, networking, and data-center energy.

The post The Week Wall Street Misread AI (and the $380B Capex Wave Ahead) appeared first on InvestorPlace.

Miss the AI Boom winners and you’re stuck financing burritos on BNPL (buy now, pay later) while your neighbor’s AI stock rips to all-time highs.

The post The Secret to Profiting from the AI Boom appeared first on InvestorPlace.

In this week’s podcast, we’ll break down the five key forces powering the AI revolution, and show you how to ride this wave for potential profit now, while staying alert to the warning signs that others ignore. These are the 5 Profit Forces in AI that every hypergrowth investor must know today.

The post 5 Profit Forces in AI to Make Money (And Avoid the Bust) appeared first on InvestorPlace.

One big tailwind propping up this “stupid” market: Uncle Sam is literally picking winners. The U.S. government has started assembling what we dub the “President’s Portfolio”: taking equity stakes in companies deemed critical to national security (from chips to minerals). Every time the White House blesses a stock, its share price goes ballistic.

The post How Did These Stocks Jump 200% So Fast? appeared first on InvestorPlace.

Even the biggest tech bull (yours truly) has to acknowledge that today’s AI bull market rally can’t outrun economic gravity forever.

The post AI Stocks Soar While Main Street Sputters … Dot-Com Déjà Vu? appeared first on InvestorPlace.

With the Fed-induced drop in mortgage rates, Opendoor’s core business of buying and selling homes could hit the gas. When borrowing costs fall and homebuyers regain confidence, housing activity picks up – more people list homes and more people buy.

The post Fed’s ‘Risk-Management’ Cut Sets the Stage for Tech’s Next Boom appeared first on InvestorPlace.

Tech leaders at the All-In Summit—from Elon Musk to Palantir’s Alex Karp—unveiled groundbreaking shifts in AI, finance, energy, and space. Investor Luke Lango shares five key trends powering this exponential boom (driving stocks like Palantir, Arm, and Rocket Lab) and the bubble warning no one dared mention.

The post 5 All-In Summit Tech Trends Driving the Next Boom appeared first on InvestorPlace.

In this week’s Being Exponential, I break down why the AI boom still has plenty of upside — and why timing is everything. From Nvidia’s (NVDA) blockbuster earnings to breakout momentum at CrowdStrike (CRWD), Snowflake (SNOW), and Pure Storage (PSTG), I highlight the companies firing on all cylinders right now.

The post AI’s Gold Rush: Tech Winners, Job Shake-Ups, and Powering the Boom appeared first on InvestorPlace.

The biggest tech stock boom since the dot-com era is unfolding in AI stocks right now, and it could hand investors immense gains – if they know when to step off the dance floor.

The post Why Opendoor and AI Stocks Could Be Set to Boom … and Then Bust appeared first on InvestorPlace.

Explore AI, robotics, housing, healthcare, and space – and discover the breakout stocks riding tech's fastest adoption curve.

The post Being Exponential: Where Futuristic Tech Meets Today’s Biggest AI Trades appeared first on InvestorPlace.

ChatGPT-5 is a major step forward, but AI’s next leap won’t just change the game—it could redraw the scoreboard, concentrating the spoils among a select few platforms.

The post ChatGPT‑5 Changed the Narrative: Why AI’s Next Leap Could Shrink the Winners’ Circle appeared first on InvestorPlace.

We’ve crossed a historic line in markets and the workplace — an “AI Rubicon” — and the only winning move now is to go all-in on artificial intelligence. Whether you’re a worker protecting your career or an investor chasing exponential gains, AI will decide who thrives and who falls behind.

The post Wall Street’s AI Rubicon: Jobs Crack, Stocks Split – Go All-In on AI appeared first on InvestorPlace.

As Tesla’s latest earnings season wraps up, the EV giant finds itself straddling two divergent realities

The post Tesla’s Tug-of-War: Why the Future Still Belongs to Elon Musk appeared first on InvestorPlace.

The AI boom is accelerating – from Tesla’s humanoid bot to rising quantum and nuclear plays. Here’s where smart money is heading now.

The post Inside the AI Megatrends Driving Today’s Stock Market Gains appeared first on InvestorPlace.

Markets feel jittery right now. Inflation readings are creeping up, and trade-war drumbeats are getting louder.  Already, the “Magnificent 7” mega-cap tech stocks have delivered stunning gains earlier this year. History shows that this is exactly the kind of backdrop where an “easy bar” dynamic can supercharge Big Tech once more. In other words, investor…

The post How This Brand-New Tool Could Uncover the Next Big Small-Cap Surge (Before It Happens) appeared first on InvestorPlace.

My motto remains: AI with AI. That means focusing your portfolio squarely on companies directly enabling the AI revolution – semiconductors, energy infrastructure, battery makers, AI software deployers, and key materials suppliers like MP Materials.

The post How Rare Earths, Inflation, and Tech Will Drive Markets Higher in 2025 appeared first on InvestorPlace.

With its cutting-edge robotics and software solutions, Symbotic stock is poised to lead in this new era of intelligent automation.

The post Symbotic Stock Could Lead as AI Transforms Industries from Warehouses to Washington appeared first on InvestorPlace.

The biggest gains will go to those who act now, before Wall Street wakes up. Watch this week’s podcast as we spotlight the AI stocks to buy as they lead this transformation.

The post The Hidden AI Stocks Fueling a Defense-Tech Boom appeared first on InvestorPlace.

In this episode of Being Exponential, we dive into the real forces shaping markets right now—starting with geopolitics. With Iran and Israel exchanging missile fire and U.S. war odds surging, why aren’t stocks reacting more dramatically?

The post The Sovereign AI Revolution Reshaping Nations and Markets appeared first on InvestorPlace.

Luke breaks down why the latest tariff headlines—like the U.S. courts declaring most of Trump’s 2025 tariffs illegal—aren’t as impactful as they seem. Yes, the markets yo-yoed last week. But the real message? Most of the tariff-induced volatility is political theater, not fundamental weakness. “It’s 95% bark, 5% bite,” Luke says.

The post The Trade War Barks Louder Than It Bites appeared first on InvestorPlace.

Wondering which stocks to buy under Trump? Watch our election debrief to understand how a second Trump term will impact your portfolio in the long-term...

The post My Urgent Election Debrief appeared first on InvestorPlace.

Sam Bankman-Fried's risky actions will be felt in the crypto space for a long time to come. Here's what you need to know about the FTX crash.

The post Everything You Need to Know �������°� the FTX Meltdown appeared first on InvestorPlace.

Peloton's recall issue (which is in the rear-view mirror), the return of the Peloton Tread and price cuts mean that we'll soon see Peloton make its way to more households than ever before. All in all, there is a lot of good stuff happening with this company that will fuel further PTON share price growth.

The post The Time to Buy Peloton Stock Is Now, According to Cathie Wood appeared first on InvestorPlace.

LCID stock flew from $20 to $27 in a matter of weeks after the previously mentioned EPA rating, and we expect Production Preview Week 1 to have a similar impact on share prices. And guess what? At those levels, the stock still wouldn't be overvalued.

The post The Success of Lucid Air Will Make LCID Investors Into ‘Lucidnaires’ appeared first on InvestorPlace.

We respectfully disagree with Morgan Stanley's coverage of Lucid Motors. The firm's analyst initial thinking is spot of, but he misses the point. The company's valuation does imply an unusually high probability of success, but where our viewpoints differ is in how we see Lucid Motors evolving as the EV market rapidly grows.

The post Adam Jonas Is Wrong �������°� Lucid Group. Here’s Why LCID Stock Is a No-Brainer Below $20. appeared first on InvestorPlace.

Luminar's weak near-term price action doesn't make a whole lot of sense. The self-driving LiDAR company's fundamentals are as strong as ever, and on top of that, the AV space is booming right now. LAZR stock is a tremendous buying opportunity.

The post Luminar Stock Won’t Be This Cheap for Much Longer appeared first on InvestorPlace.

Izea is growing very quickly, but all that growth is being driven by the legacy Managed Services business. The SaaS business is shrinking.

The post Why We Are Losing Faith in IZEA Stock appeared first on InvestorPlace.

Luminar released its first ever public demonstration of its Hydra LiDAR technology, in its second quarter earnings video. It was a strong display of the company's impressive technology. And we believe this display shows that the company is really close to unleashing its technology across the world.

The post Luminar Stock Is Poised to Pop for Luminar’s 2022 Commercial Launch appeared first on InvestorPlace.

The performance of the lending business is experiencing ephemeral legislative headwinds, but unfortunately that's what many investors have chosen to latch on to. We maintain our stance that SoFi is on track to take over the financial world over the next several years with its digital banking solution built for today's digital-focused consumers.

The post Keep Your Money in a SoFi Account Until You Use It to Buy SOFI Stock appeared first on InvestorPlace.

Looking at the bigger picture, we think NIO is essentially stuck in neutral until current supply chain issues resolve entirely. At that point, the company will kick back into hypergrowth mode, and shares will resume their upward trajectory.

The post Buy NIO Stock Now, Before It Takes Off Later This Year appeared first on InvestorPlace.

Palantir's headline numbers were great, but of particular importance here is the fact that Palantir's commercial business scaled very nicely this quarter. It is this commercial product that will enable PLTR stock to hit new highs.

The post Palantir Stock Has Room to Grow as Palantir’s Commercial Business Thrives appeared first on InvestorPlace.

Desktop Metal's quarterly numbers themselves were good. But we believe Wall Street is looking past these numbers and honing in on two things, which ultimately won't affect DM stock's long-term potential.

The post Desktop Metal Took a Beating but DM Stock Is Solid Long-Term Buy appeared first on InvestorPlace.

Stem's management didn't lift its full-year guide, which investors hoped would happen after such a strong quarter. We don't see this as worrisome, however, since the full-year guide is very ambitious. So, management holding the line is bullish. 

The post Buy Stem Stock Then Forget �������°� It for a Few Years to Win Big appeared first on InvestorPlace.

Forget the near-term price action. Wall Street is notoriously short-sighted and always misses the biggest opportunities. Just focus on the fundamentals here — Opendoor has created a faster, more flexible, more certain and ultimately better way to buy and sell homes.

The post Buying a House on Opendoor Is as Easy as Deciding to Buy OPEN Stock appeared first on InvestorPlace.