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Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks
In todayās Smart Money, weāll look at why Chinaās latest development has rattled the semiconductor sector and what it means for investors. Weāll look beyond…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In todayās Smart Money, letās take a look at SpaceXās earnings. Then, weāll explore where the biggest opportunities may emerge as this new space economy…
The Fed Didn’t Raise Rates Wednesday ā So Why Did the Market Plunge?
Weāll break down the Federal Reserveās latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
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…
Hereās What My System Says ¶¶Ņõ×īŠĀ°ę 4 Big Tech Stocks Before Earnings…
Iāll set the table for the earnings season so far, and then weāll put this weekās four Big Tech reporters to the test and see…
3 Stocks to Buy Now That Could Beat the Market
In this weekās Navellier Market Buzz, Iāll explain how my fundamentally superior stocks held up in the volatility. Iāll also discuss how earnings season is…
Luke Lango and ¶¶Ņõ×īŠĀ°ę 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…
How to Get Ahead of the Next AI Megadeal
I want to discuss the incredible shift weāve seen in private-company valuations in recent years ā and how the AI Revolution is accelerating this shift.
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawkā¦ the ADP jobs report comes in softā¦ the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
Investors Are Looking at AI the Wrong Way
Investors don’t just react to earnings reports or economic data. They react to headlines. They react to what everyone else is buying. They react to…
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.
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…
AI Investors Must Keep This Threat in Mind
A governor’s data-center about-faceā¦ welcome to the āMessy Middleāā¦ a sixth Prisoner’s Dilemma?ā¦ Luke’s 2028 countdown and how weāll track it
āWhereās the Beefā in This AI Earnings Boom?
When earnings season rolls around, itās my job to look past the distractions and answer one simple question: āWhereās the beef?ā
AI Prices Just Fell 280-Fold ā Now What?
The next Peter Thiel moment is hereā¦ AI’s price crash is rewriting the rulesā¦ tracking the usage/price āescalatorāā¦ a āreal worldā stock list that benefits…
Ā Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…
The Fed Holds ā But Is a September Hike a Lock?
The Fed holds rates steadyā¦ Warsh puts on a masterclass in saying nothingā¦ why AI might keep a rate hike at bayā¦ two more hyperscalers…
The AI Boomās Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesdayās capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the redā¦ Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
Google Beat but AI Stocks Are Still Sinking. Whatās Going On?
Luke got the earnings right, but the timing wrong ā¦ here’s what comes nextā¦ an AI event this Thursdayā¦ how to play the data center…
A New Reality for the AI Trade
Microsoft eases AI fearsā¦ the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
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