The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’

The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’

| InvestorPlace     •     August 18, 2026, 12:08 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI…

Don’t Sell Your AI Stocks – Sort Them

| InvestorPlace     •     August 18, 2026, 9:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The public's data-center revolt spreads… even Texas taps the brakes… will it kill the AI trade?… why the move is "sort," not "sell" The…

4 Catalysts That Could Put Space Stocks Back in Orbit in 2026

4 Catalysts That Could Put Space Stocks Back in Orbit in 2026

| InvestorPlace     •     August 17, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Space stocks have four new catalysts in 2026 – policy execution, SpaceX validation, orbital compute, and a collapsing launch cost…

The Stocks Hiding in AI’s “Magical Spaces”

| InvestorPlace     •     August 17, 2026, 5:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary…

Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative

Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative

| InvestorPlace     •     August 16, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending. The post…

1 Stock to Buy for the AI Revolution

| InvestorPlace     •     August 16, 2026, 4:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of…

Which AI Stocks Actually Belong in Your Portfolio?

Which AI Stocks Actually Belong in Your Portfolio?

| InvestorPlace     •     August 15, 2026, 1:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market,…

Boeing-Archer Deal: Why Give Away a $200 Million Business — on Purpose?

| InvestorPlace     •     August 15, 2026, 1:04 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Companies don’t give away $200 million businesses. Except Boeing just did. On purpose. And if you understand why, you understand where…

Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now

Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now

| InvestorPlace     •     August 14, 2026, 8:38 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street…

Cooling Inflation Opens the Door for This Trade

| InvestorPlace     •     August 14, 2026, 9:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Today, Louis Navellier dives into the tightrope the Federal Reserve is walking, trying to keep inflation under control while supporting…

Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead

Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead

| InvestorPlace     •     August 13, 2026, 5:20 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies…

Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor

| InvestorPlace     •     August 13, 2026, 8:28 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today’s Market 360, let’s take a closer look at the latest inflation numbers, what they mean for the Fed and the stock market – and…

Scarcity Is the New AI Trade

Scarcity Is the New AI Trade

| InvestorPlace     •     August 11, 2026, 9:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Today's guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With…

How My “Against-the-Grain” Approach Finds AI’s Hidden Winners

| InvestorPlace     •     August 12, 2026, 6:15 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then,…

What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives

What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives

| InvestorPlace     •     August 10, 2026, 9:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future…

These Shortages Could Fuel AI’s Next Winners

| InvestorPlace     •     August 11, 2026, 8:30 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…

4 AI Stocks Built to Outlast the Hype

4 AI Stocks Built to Outlast the Hype

| InvestorPlace     •     August 9, 2026, 5:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Fortunately, you don't need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays…

Space Stocks Crashed in July. Their Businesses Didn’t.

| InvestorPlace     •     August 10, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound. The…

AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities

AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities

| InvestorPlace     •     August 8, 2026, 5:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips When supply of AI's critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why…

The AI Memory Shortage Could Make These 4 Stocks Winners

| InvestorPlace     •     August 9, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit. The…

SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead

SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead

| InvestorPlace     •     August 7, 2026, 9:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today's Friday Digest takeover, Eric explains why comments from SpaceX's first earnings call may have revealed one of the AI boom's…

The Best Stocks to Buy on the Bounce After the ‘Leopold Low’

| InvestorPlace     •     August 8, 2026, 12:25 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never…

SpaceX Just Put a Launch Date on the Orbital AI Boom

SpaceX Just Put a Launch Date on the Orbital AI Boom

| InvestorPlace     •     August 7, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches. The post…

4 Stocks That Could Profit From SpaceX’s Biggest Problem

| InvestorPlace     •     August 7, 2026, 8:30 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI's biggest constraint and how that shortage could…

SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX

SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX

| InvestorPlace     •     August 6, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill. The post…

The $3 Trillion AI Stock I’d Dump Right Now – and What to Buy Instead

| InvestorPlace     •     August 6, 2026, 5:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today's Smart Money, I’d like to explain why, despite Amazon’s earnings beat, I’m not changing my “Sell” rating on the company – and…

5 AI Infrastructure Stocks to Buy the Dip

5 AI Infrastructure Stocks to Buy the Dip

| InvestorPlace     •     August 5, 2026, 12:25 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex…

SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner

| InvestorPlace     •     August 5, 2026, 5:50 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today’s Smart Money, let’s take a look at SpaceX’s earnings. Then, we’ll explore where the biggest opportunities may emerge as this…

Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now

Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now

| InvestorPlace     •     August 4, 2026, 12:53 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six…

How to Find the Next AI Opportunity Before Apple Does

| InvestorPlace     •     August 4, 2026, 8:30 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke…

LinkedIn’s Founder Is Going Back Into Startup Mode

LinkedIn’s Founder Is Going Back Into Startup Mode

| InvestorPlace     •     August 3, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders. The post…

Berkshire Hathaway Upgraded, Carvana Downgraded: Updated Rankings on Top Blue-Chip Stocks

| InvestorPlace     •     August 3, 2026, 1:39 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…

Microsoft Has the AI Backlog, But This Company Has the Returns

Microsoft Has the AI Backlog, But This Company Has the Returns

| InvestorPlace     •     August 1, 2026, 5:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Let’s take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, I’ll share one company that is…

Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI

| InvestorPlace     •     August 2, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI's biggest…

How to Find the AI Companies Big Tech May Buy Next

How to Find the AI Companies Big Tech May Buy Next

| InvestorPlace     •     July 31, 2026, 9:17 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech…

Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch

| InvestorPlace     •     August 1, 2026, 12:06 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips 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…

How Two Smart Investors Missed Google – and What the Winners Saw

How Two Smart Investors Missed Google – and What the Winners Saw

| InvestorPlace     •     July 31, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms. The post How Two Smart…

How Venture Capitalists Really Decide Where to Invest

| InvestorPlace     •     July 31, 2026, 8:30 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips After years of studying history’s greatest venture capital successes, my InvestorPlace colleague Luke Lango has developed a…

Apple’s Real AI Strategy Is Hiding in Its Acquisition History

Apple’s Real AI Strategy Is Hiding in Its Acquisition History

| InvestorPlace     •     July 30, 2026, 12:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced. The…

Most Startup Pitches Sound Great, so Here’s How to Find the Real Opportunities

| InvestorPlace     •     July 30, 2026, 7:30 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Over years of studying some of history's greatest venture capital successes, Luke Lango has developed a straightforward framework for…

Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks

Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks

| InvestorPlace     •     July 29, 2026, 6:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for…

The Fed Holds – But Is a September Hike a Lock?

| InvestorPlace     •     July 29, 2026, 9:10 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers…

Here’s What My System Says About 4 Big Tech Stocks Before Earnings…

Here’s What My System Says About 4 Big Tech Stocks Before Earnings…

| InvestorPlace     •     July 28, 2026, 8:55 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips I’ll set the table for the earnings season so far, and then we’ll put this week’s four Big Tech reporters to the test and see how they…

Everyone Will Overread the Fed Tomorrow

| InvestorPlace     •     July 28, 2026, 9:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips The AI trade goes deep in the red… Wednesday's presser with no map... Thursday's number Warsh actually watches... and the calendar that…

Dell Upgraded, Tesla Downgraded: Updated Rankings on Top Blue-Chip Stocks

Dell Upgraded, Tesla Downgraded: Updated Rankings on Top Blue-Chip Stocks

| InvestorPlace     •     July 27, 2026, 1:24 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…

Why “Boring” Could Be Your Best Investment

| InvestorPlace     •     July 27, 2026, 8:30 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips “Boring” isn’t just safe. Or reliable. It’s strategic. Especially when everyone else is chasing excitement. Markets have a habit of…

5 Takeover Targets for the AI Revolution

5 Takeover Targets for the AI Revolution

| InvestorPlace     •     July 26, 2026, 4:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips To show you why timing matters in the market, I’ll walk you through five companies that look ripe to be bought. AI is redefining tech,…

Don’t Wait for the IPO — Find the Next AI Winner Now

| InvestorPlace     •     July 26, 2026, 5:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke Lango…

Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.

Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.

| InvestorPlace     •     July 25, 2026, 2:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading…

The Secret Behind Silicon Valley’s Biggest Fortunes

| InvestorPlace     •     July 25, 2026, 4:00 pm

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Every day, millions of investors hunt for the next great opportunity in the public stock market. They read the same headlines, study the…