Bottlenecks have consequences. This economic reality is why Luke Lango has identified the firms Elon still needs for AI’s next phase. Listen to the audio version of this article (generated by AI). Editor’s Note: You could say my InvestorPlace colleague, Luke Lango, has a knack for spotting tech trends early… before they go on to ...
Listen to the audio version of this article (generated by AI). Think back to the summer of 2023, back when nuclear and uranium stocks were dead money. Back then, everyone kept asking if Big Tech would actually choose nuclear to power its data centers. Then the deals started landing. Microsoft (MSFT) and Constellation (CEG). Google ...
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, ...
Tesla, SpaceX, xAI… Luke Lango studied them all. What he found points to a far bigger opportunity. Editor’s Note: Elon Musk has big new plans for a major part of the AI industry. It’s the sort of epic strategic shift we’ve gotten used to from Musk. And if it works, early investors stand to make ...
As intelligence moves into cars, robots, and factories, a new supply-chain opportunity is forming underneath the headline brands Listen to the audio version of this article (generated by AI). When Tesla (TSLA) first put Grok in its cars last summer, the tech press wasn’t impressed. The AI could chat. It could answer trivia. It could ...
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 ...
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 ...
I’ll explain why September has earned its bad reputation on Wall Street and I’ll also tell you why I believe any weakness could create some compelling opportunities Listen to the audio version of this article (generated by AI). We all know the feeling when September comes around. It’s back-to-school time. If you ever read the Peanuts ...
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the Chinese bots behind the data-center backlash… two questions that Eric Fry asks to find “powerful” stocks As I write on Tuesday, the first day of September, stocks are solidly in ...
What Three Mile Island can teach AI investors about the populist risk nobody is pricing in Listen to the audio version of this article (generated by AI). By the time anyone in the control room figured out what was happening, a stuck valve in a Harrisburg, PA, reactor had melted half the core. Thankfully, nobody ...
