
AI Stocks Are Stuck – and Not Because of Earnings
Russ Cohen
Listen to the audio version of this article (generated by AI). The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields fall, ask why… follow the earnings, not the multiple… how to invest in this market For nearly four months, … Read more

The Mispriced Winner of the AI Boom
Listen to the audio version of this article (generated by AI). Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke Lango is hunting One week ago, Nvidia (NVDA) delivered a blowout earnings report, punctuated by guidance calling for another … Read more

If Elon Musk Puts Data Centers in Space, Here’s Who Gets Paid
The offshore oil boom offers a clue about where some of the biggest gains could go… Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague, InvestorPlace Senior Investment Analyst Luke Lango, has spent months studying what Elon Musk is building across Tesla, SpaceX, xAI, and the rest of his … Read more


