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News
Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative
53+ min ago (1454+ words) Revenue, capacity expansion, and infrastructure orders are showing that real demand is starting to justify the spending 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…...
AI’s $130 Billion Problem – and the Portfolio Created to Solve It
20+ hour, 49+ min ago (976+ words) A recent AI deal reveals an unexpected group of companies that could benefit from the industry’s biggest bottlenecks. In the 1989 film Field of Dreams, the famous line goes: “If you build it, they will come.” But in the AI boom,…...
The Painful Mistake After Finding a 10-Bagger
21+ hour, 48+ min ago (852+ words) A huge winner might not change your life if you get this decision wrong Source: Gmx Pixel / Shutterstock.com Would you rather own one asset or an empire? In 1977, 20th Century Fox released a strange science-fiction movie that would soon become…...
Cooling Inflation Opens the Door for This Trade
1+ day, 16+ hour ago (1383+ words) The latest inflation data could be exactly what this market needed… 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,…...
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
1+ day, 17+ hour ago (1536+ words) 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…...
Which AI Stocks Actually Belong in Your Portfolio?
1+ day, 16+ hour ago (1533+ words) Luke Lango says owning more AI stocks isn’t the answer… 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…...
How to Build an AI Portfolio That Actually Holds Up
2+ day, 16+ hour ago (1534+ words) Models, agents, chips, and infrastructure are advancing at once. Finding the winners is only the beginning. While Digest writer Jeff Remsburg enjoys a few days off this week, we’re using the opportunity to showcase our suite of InvestorPlace experts. On…...
Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor
2+ day, 17+ hour ago (1308+ words) The latest inflation data could be exactly what this market needed… 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…...
Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead
2+ day, 20+ hour ago (1027+ words) Tom Yeung here with today’s Smart Money. Last year, over 315,000 Americans were injured in distracted driving accidents. If a driver takes their eyes off the road for just five seconds to send a text, they would have driven the length…...
AI Is Creating More Winners Than Investors Can Track
3+ day, 54+ min ago (1394+ words) Models, agents, chips, and infrastructure are advancing at once. Finding the winners is only the beginning. There was a time, just a few years ago, when AI investing felt easy. You could buy Nvidia (NVDA), the hyperscalers, or the companies…...