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Latest posts
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Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing. The post Why I’m Watching This Missile Defense Giant as America Rearms…
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What Your Next Takeout Order Could Teach You About AI Investing
InvestorPlace - Stock Market News, Stock Advice & Trading Tips A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much larger investment opportunity. Luke, Senior Investment Analyst at InvestorPlace, has…
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The No. 2 Stock of 2024 Wasn’t an AI Company – and the Pattern Is Repeating
InvestorPlace - Stock Market News, Stock Advice & Trading Tips I’ve picked the biggest, most conservative name on Luke Lango's list on purpose. If the potential is this large for such a major firm, it’s worth seeing what Luke expects from his six smaller picks. The post The No.…
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AI Has Entered the Chain of Command
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Sovereign AI is moving from policy to procurement as the Pentagon builds around autonomy, secure compute, cyber defense and robotics. The post AI Has Entered the Chain of Command appeared first on InvestorPlace .
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Before Celebrating the Mag 7, Remember Yesterday’s Tech Giants
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Let's go over the latest quarterly earnings from the Mag 7 companies and what they reveal about investing in AI today. The post Before Celebrating the Mag 7, Remember Yesterday’s Tech Giants appeared first on…
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An Entire Industry Is About to Change. Again.
InvestorPlace - Stock Market News, Stock Advice & Trading Tips You’d rather be invested in new technologies than the ones they’re replacing. The post An Entire Industry Is About to Change. Again. appeared first on InvestorPlace .
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AI’s Next Shift, Hiding in a Drone Battery
InvestorPlace - Stock Market News, Stock Advice & Trading Tips My colleague Luke Lango has been following AI’s move into machines that carry goods, operate equipment, and work alongside people. And he believes the companies supplying those machines could offer investors…
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DoorDash’s Five-Minute Drone Test Opens a Much Bigger AI Story
InvestorPlace - Stock Market News, Stock Advice & Trading Tips DoorDash’s new drone shows why physical AI investing extends beyond robots to the companies solving power and production constraints. The post DoorDash’s Five-Minute Drone Test Opens a Much Bigger AI Story appeared…
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The Volunteer Who Saved the Internet
InvestorPlace - Stock Market News, Stock Advice & Trading Tips In this Friday Digest, Luke Lango explains why increasingly sophisticated AI could force businesses and governments to spend far more protecting their digital infrastructure. He highlights one established…
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The Man Who Saved the Internet – And What Investors Can Learn
InvestorPlace - Stock Market News, Stock Advice & Trading Tips As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango, Senior Investment Analyst at InvestorPlace, sees an investment…
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PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus
InvestorPlace - Stock Market News, Stock Advice & Trading Tips PHP2Shell highlights how AI is reshaping cybersecurity and creating new demand for companies that protect digital and physical systems. The post PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus…
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The AI Test Alphabet Just Failed
InvestorPlace - Stock Market News, Stock Advice & Trading Tips 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 The post The AI Test Alphabet Just Failed appeared first…
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The Fed Hit Pause, But the Energy Boom Is Just Getting Started…
InvestorPlace - Stock Market News, Stock Advice & Trading Tips I know investors are eager to hear what the Fed will do next. I’ll share my thoughts on that. I also want to turn our attention to something that could have a much bigger impact on your portfolio over the long run.…
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Why I Sold This Copper Stock for a 430% Gain
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Let's explore why strong growth doesn’t always make a stock worth buying. Then, I’ll share where I see better opportunities instead. The post Why I Sold This Copper Stock for a 430% Gain appeared first on…
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The One NeoCloud Stock to Buy Now
InvestorPlace - Stock Market News, Stock Advice & Trading Tips NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner. The post The One NeoCloud Stock to Buy Now appeared first on InvestorPlace .
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SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030
InvestorPlace - Stock Market News, Stock Advice & Trading Tips SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030. The post SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030 appeared first on…
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Fed Holds. AI’s Bigger Risk Isn’t Rates
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and Alphabet just reported The post Fed Holds. AI’s Bigger…
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9 Defense Stocks to Watch Before the Next Big Rally
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Defense stocks sold off hard even as military budgets keep rising. Luke Lango and Jonathan Rose discuss 9 stocks to watch before the next rally. The post 9 Defense Stocks to Watch Before the Next Big Rally appeared…
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What to Buy When AI Computing Gets Cheaper
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Let's discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about finding winners in the AI trade. The post What to Buy When AI…
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How to Invest in Stocks: A Survival Guide
InvestorPlace - Stock Market News, Stock Advice & Trading Tips In this free report from InvestorPlace, we’ll explain how stocks work, demystify the complicated nature of stock trading, and provide a bulletproof plan to maximize your stock market investment experience – for the…