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…