Listen to the audio version of this article (generated by AI). Tom Yeung here, with your Sunday Digest. Over the past several months, the most common question we’ve heard is this: Is it too late to buy AI stocks? You would be right to wonder. After all, most AI stock charts now look something like ...
Revenue, capacity expansion, and infrastructure orders are showing that real demand is starting to justify the spending Listen to the audio version of this article (generated by AI). Editor’s note: “Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative” was previously published in July 2026 with the title “The AI Capex Bear Case Just ...
Listen to the audio version of this article (generated by AI). Picking a winner only matters if you get this decision right Would you rather own one asset or an empire? In 1977, 20th Century Fox released a strange science-fiction movie that would soon become the highest-grossing film ever made. The studio took a gamble ...
Listen to the audio version of this article (generated by AI). Editor’s Note: The AI boom has already produced some extraordinary winners. But as AI creates opportunities across more corners of the market, investors now face a tougher question: Which ones deserve a place in your portfolio? My colleague Luke Lango believes simply owning more ...
Listen to the audio version of this article (generated by AI). Lumentum (LITE) just gave investors exactly what they want from a long-term winner: another reason to keep holding. The optical-networking company just reported roughly $1.01 billion in quarterly revenue, more than double what it generated a year ago. Adjusted earnings jumped to $3.23 per ...
Listen to the audio version of this article (generated by AI). Since Digest writer Jeff Remsburg is away this week, we’ve showcased essays from our suite of InvestorPlace experts. Today, we’re wrapping things up with Wall Street icon Louis Navellier, who dives into the tightrope the Federal Reserve is walking, trying to keep inflation under ...
Listen to the audio version of this article (generated by AI). Elon Musk has never been accused of thinking small. If you need proof, look no further than the SEC filings of Space Exploration Technologies Corp. (SPCX). According to those documents, part of Musk’s restricted stock award is tied to what the company officially calls ...
Listen to the audio version of this article (generated by AI). On August 7, 1974, a 24-year-old French high-wire artist named Philippe Petit was preparing to do something no one had ever done before. Shortly after 7 a.m., Petit stepped onto the roof of the South Tower of the World Trade Center. Dressed in all ...
When supply tightens, the companies controlling the chokepoint often win the most. Listen to the audio version of this article (generated by AI). Editor’s Note: Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question… Where are these ...
Rare earth magnets sit inside robots, EVs, satellites, and chipmaking equipment – and China controls the supply chain Listen to the audio version of this article (generated by AI). In October 1973, America learned an unforgettable lesson about what happens when a strategic rival controls the one input everything runs on… Arab oil producers announced ...
