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 ...
Borrowing costs are still squeezing households. But one sector is delivering the growth I want to see. Listen to the audio version of this article (generated by AI). Liz Suder was living in an empty nest. She wanted to downsize. So, in April 2025, she listed her four-bed, 3.5-bath home in Murphy, Texas, for $750,000. ...
Listen to the audio version of this article (generated by AI). October has been a month of contradictions… First, the September inflation data was horrific, igniting concerns that the Federal Reserve will continue raising interest rates. But Treasury yields declined sharply, with the 10-year Treasury yield falling from 5.3% on October 5 to just below ...
Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1 We’re on Day 2 of “the most important week of the year.” That’s according to our technology expert Luke Lango, editor of Innovation Investor. Let’s go straight to Luke’s Daily ...
The oil paradox… energy zigs as tech zags… can the Fed look past $100 oil?… Louis Navellier says to invest in companies that get paid no matter where oil goes The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the ...
From the AI buildout to energy: Where I see buying opportunities– and which names don’t make the cut. Listen to the audio version of this article (generated by AI). Buy, sell or hold? With earnings season underway and a historically favorable stretch for stocks ahead, it’s a good time to take a fresh look at ...
Brazil’s election shows how quickly market expectations can shift. Listen to the audio version of this article (generated by AI). Hello, Reader. In Sunday’s close runoff election, Brazil’s incumbent president, Luiz Inácio Lula da Silva, defeated Flávio Bolsonaro, winning about 52% of the vote. The problem? The election didn’t go as investors expected. Bolsonaro had ...
Are your holdings on the move? See my updated ratings for 129 stocks. Source: iQoncept/Shutterstock.com Listen to the audio version of this article (generated by AI). 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 start. After taking a ...
Even if the AI company becomes a spectacular success, its rumored IPO valuation could leave investors disappointed. Listen to the audio version of this article (generated by AI). Hello, Reader. Single-number roulette is one of the worst bets you can make in a casino. The player picks a number between 1 and 36 and hopes ...
How “Data Center Alley” became a warning for the AI boom. Listen to the audio version of this article (generated by AI). Hello, Reader. Most of us know the story of Silicon Valley. In 1939, Bill Hewlett and Dave Packard started their electronics company in a garage in Palo Alto. That little operation helped give ...
