Listen to the audio version of this article (generated by AI). Nasdaq 100 down 5%+… Luke Lango’s AI game plan… why Louis Navellier is urging calm… Eric Fry and Jonathan Rose: two different paths, one destination As I write on Thursday morning, the AI unwind that started quietly yesterday has turned into a full-blown rout. … Read more
As America’s Arsenal Runs Low, Here’s One Stock to Watch
Russ Cohen
An Army drone demonstration reveals an investment opportunity hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: Cheap drones can create an expensive problem for the military – and a lucrative new business for the companies that help defend against them. My colleague Luke Lango believes that’s … Read more
The AI Selloff Meets Election Day
Russ Cohen
Listen to the audio version of this article (generated by AI). AI’s meltdown week… Luke Lango’s take on the selloff… data centers are on tomorrow’s ballot… so is the drone budget… Luke’s Pennsylvania Plan Friday put an exclamation point on a brutal month for the AI trade. By the closing bell, the Nasdaq had fallen … Read more
Chartstopper: October 30, 2026
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on pace for 49% YOY Q3 earnings growth. But it wasn’t … Read more
The Man Who Saved the Internet – And What Investors Can Learn
Last week’s internet emergency showed why businesses need better protection… and highlighted one cybersecurity stock worth a closer look. Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, the internet nearly broke. Organizations faced a difficult choice: Take their websites offline or risk leaving them open to attack. And … Read more
The AI Test Alphabet Just Failed
Listen to the audio version of this article (generated by AI). Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock election In yesterday’s Digest, we said last night’s earnings from Microsoft Corp. (MSFT) and Alphabet Inc. (GOOGL) would show … Read more