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Todayās AI Giants Could Be Tomorrowās Disappointments
Will todayās AI builders ultimately follow the path set for themā¦ while a new class of āAI Appliersā quietly captures the real upside?
Earnings Season Is on Fire ā Are the Numbers Legit? Plus, 3 Hidden AI Stock Picks
Wall Street is coming off a powerful rally, with the S&P 500 and NASDAQ recently pushing to fresh record highs as strong earnings and AI…
Donāt Let a Divided Federal Reserve Distract You From the Next Wave of AI
āI wonāt see you next time.ā Thatās how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPECā¦ what will it mean for volatility?ā¦ POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenuesā¦ will it…
Palantirās Biggest Rival Revealed
In this weekās Navellier Market Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.ās (PLTR) biggest rival,…
Quant Ratings Updated on 120 Stocks
In todayās Market 360, Iāll walk you through whatās driving this earnings momentum and what the latest data tells us about where the market could…
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?ā¦ ¶¶Ņõ×īŠĀ°ęās ābuilders vs. appliersā framework explainedā¦ 12 applier stocks that Jonathan Rose is warning about
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where heās looking nowā¦ the electricity grid that can’t keep up… how Brian Hunt is investingā¦ Nvidia’s quantum…
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…
Gold or Silver ā Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibriumā¦ Luke’s case for a silver melt-upā¦ Eric’s case for goldā¦ the fiscal disorder fueling the longer-term betā¦ so, which…
Tesla Vs. Vertiv ā Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday ā and in doing so, revealed exactly where investors are still getting AI…
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting ā and which companies benefit most.
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Streetās smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
The āPowell Eraā Ends with a Divided Fed
Powell’s final actā¦ more of the āwait and seeā approachā¦ the Warsh Fed takes shape ā¦ why the balance sheet matters more than the interest…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
The Rubikās Cube Secret to Better Trades
In this piece, Keith Kaplan shows you some examples of signal-based trades that outperformed the S&P 500 by roughly 3-to-1ā¦ plus he’s giving you access…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet ā and orbital compute: the next frontier of AI infrastructure.
Missed the Mag 7 Gains? Hereās Your Second Chance
The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…
The AI Job Shake-Up Could Create Big Winners ā and Losers
There is a new type of AI making its debut that doesnāt answer questions and or wait for instructions. It goes out into the world,…
This AI Spots Winning Trade Patterns Before You Can
In todayās essay, Keith explains how his AI system came together, and how itās turning an overwhelming amount of information into a surprisingly simple, actionable…
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks ā reshaping timelines and boosting quantum stocks.
This Is How the AI Boom Ends
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
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