Navellier Market Buzz with Louis Navellier

Washington-level records, a red-hot AI power trade, and one stock that beat earnings and got punished anyway — this week's MarketBuzz breaks it all down with returning guest Adam Johnson, founder of the Bullseye Brief. Louie Navellier and Crystal Navellier sit down with Adam to unpack why the market rally still has room to run, what's really driving the wild swings in AI and memory stocks, why GE Vernova and Bloom Energy are becoming the go-to AI power trade, and why SanDisk fell despite a blowout quarter. Plus: the most overlooked AI infrastructure stocks right now, the real story behind DeepSeek, and what last week's jobs report is really telling us about the economy. Timestamps: 0:43 – Is the rally healthy or overextended? 1:44 – Volatility & leveraged ETFs 5:19 – Bloom Energy & GE Vernova 6:57 – Data center pipeline & NY moratorium 9:06 – Overlooked AI stocks: Coherent & Micron 11:25 – AI's real bottleneck: power 14:05 – SanDisk beats, stock falls anyway 16:05 – The DeepSeek narrative, debunked 19:04 – Jobs report surprises 2 3:31 – Wrap-up Adam Johnson is the founder of the Bullseye Brief — links to his work below. https://bullseyebrief.com/ https://x.com/AJInsight?lang=en 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #Palantir #AIStocks #StockMarket #GDP #Investing #PLTR #ArtificialIntelligence #EconomicGrowth Navellier & Associates owns Nvidia (NVDA), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK),  Coherent Corp. (COHR), Oracle Corporation (ORCL), and Alphabet Inc. Class A (GOOGL), in managed accounts. Some accounts own ServiceNow, Inc. (NOW). Navellier does not own Corning (GLW),  Intuit Inc. (INTU), or Deere & Co (DE), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK), ServiceNow, Inc. (NOW),  Coherent Corp. (COHR), and Alphabet Inc. Class A (GOOGL), via a Navellier managed account and Nvidia (NVDA), in a personal account. They do not own Corning (GLW), Oracle Corporation (ORCL),  Intuit Inc. (INTU), or Deere & Co (DE), personally.

Louie called 5% Q3 GDP growth back in December — now the Atlanta Fed's GDPNow model is tracking 6.2%. In this episode: InTest and Palantir's earnings reactions (and why short sellers are running for cover), FactSet's 47.4% Q2 earnings growth forecast, a 4-year-high ISM manufacturing print, whether the GDP call already came true, what a refinery shortage and the Iran situation mean for energy stocks, and subscriber questions on Eli Lilly, Comfort Systems, Nebius, Parsons, Seagate vs. Western Digital, and Aurinia Pharmaceuticals. Chapters 00:25 Palantir vs. InTest Earnings 03:25 FactSet Raises Earnings Forecasts 05:55 ISM Manufacturing Hits 4-Year High 06:48 GDPNow Forecast Jumps to 6.2% 08:10 Energy Stocks & Iran 09:21 Subscriber Q&A 10:03 Nebius (NBIS) 12:18 Aurinia Pharmaceuticals (AUPH) 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@navelliermarketbuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #Palantir #AIStocks #StockMarket #GDP #Investing #PLTR #ArtificialIntelligence #EconomicGrowth Navellier & Associates owns Palantir Technologies Inc. Class A (PLTR),  InTest Corporation (INTT), Eli Lilly and Company (LLY), Comfort Systems USA, Inc. (FIX), EMCOR Group, Inc. (EME), Bloom Energy (BE), Sandisk Corporation (SNDK), Micron (MU), Aurinia Pharmaceuticals Inc. (AUPH), and Advanced Energy Industries, Inc. (AEIS), in managed accounts. We do not own FactSet (FSFT), Nebius Group (NBIS), Western Digital (WDC), Parsons Corp (PSN),  Novo Nordisk A/S Sponsored ADR Class B (NVO), or Caterpillar (CAT), in managed accounts.  Louis Navellier and his family own Palantir Technologies Inc. Class A (PLTR),  InTest Corporation (INTT), Eli Lilly and Company (LLY), Comfort Systems USA, Inc. (FIX), EMCOR Group, Inc. (EME), Bloom Energy (BE), Sandisk Corporation (SNDK), Micron (MU), Aurinia Pharmaceuticals Inc. (AUPH), and Advanced Energy Industries, Inc. (AEIS), via a Navellier managed account. They do not personally own FactSet (FSFT), Nebius Group (NBIS), Western Digital (WDC), Parsons Corp (PSN),  Novo Nordisk A/S Sponsored ADR Class B (NVO), or Caterpillar (CAT). –––––––––––––––––––––––––––––– Music: Hypnosis by meloddict     / meloddict   License: Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://audiolibrary.com.co/meloddict... Music promoted by Audio Library:      • Melodic, Progressive, Trance No Copyright ...   ––––––––––––––––––––––––––––––

Is the AI investment boom just getting started? In this interview, Rob Spivey (Director of Research at Altimetry) explains why the AI buildout is expanding beyond semiconductors into energy, infrastructure, and industrials. Topics covered: * Why the recent market pullback is normal * Why semiconductors can continue leading * Apple's AI strategy * Why natural gas is becoming an AI play * Baker Hughes (BKR) investment thesis * United Rentals (URI) investment thesis * Private credit vs. banks * Why AI CapEx is still accelerating If you're investing in AI, this interview breaks down where the next opportunities may be emerging. CHAPTERS 00:44 Was This Selloff Caused by Leveraged ETFs? 01:05 Why This Pullback Is Normal 02:05 Lessons From the Dot-Com Boom 04:10 Why AI Leadership Looks Different This Time 05:20 The Bond Market vs. the Fed 07:28 Why Every Fed Chair Gets Tested 08:30 The Real Reason Markets Are Nervous 10:05 Less Fed Data = More Volatility 12:00 Is Inflation Being Measured Wrong? 13:30 Owner's Equivalent Rent Explained 15:10 Trueflation vs. CPI 16:35 Why This Volatility Is a Buying Opportunity 17:45 AI Boom Is Expanding Beyond NVIDIA Rob’s Links: https://altimetry.com/ 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #nvidiastock #StockMarket #AIStocks #NVIDIA #Investing #FederalReserve Navellier & Associates owns Nvidia (NVDA), GE Vernova Inc. (GEV), Bloom Energy (BE), and Alphabet Inc. Class A (GOOGL), in managed accounts. A few accounts own Microsoft Corporation (MSFT), Apple (AAPL), and Meta Platforms Inc Class A (META), per client request. Navellier does not own Warner Brothers (WB), United Rentals, Inc. (URI), Baker Hughi (BKR), Wells Fargo (WFC), Space Exploration Tech Corp (SPCX), Caterpillar (CAT), or Goldman Sachs (GS), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), GE Vernova Inc. (GEV),  Bloom Energy (BE), and Alphabet Inc. Class A (GOOGL), via a Navellier managed account and Nvidia (NVDA), and Apple (AAPL),  in a personal account. They do not own Microsoft Corporation (MSFT), Meta Platforms Inc Class A (META), Warner Brothers (WB), United Rentals, Inc. (URI), Baker Hughi (BKR), Wells Fargo (WFC), Space Exploration Tech Corp (SPCX), Caterpillar (CAT), or Goldman Sachs (GS), personally.

Nvidia dropped 5% in a day and dragged the chip sector with it. Louie breaks down what's really going on, why he's still buying Google, and what he's watching this week: a Fed rate decision, Iran, and huge earnings from Seagate and Apple. Stanford link: https://www.youtube.com/watch?v=BBl8bNJP6ds CHAPTERS 00:00 – Nvidia's 5% drop & the "circular deals" controversy 02:11 – Is AMD holding up on its own? 03:06 – Still safe to buy Google? 03:38 – AT&T + D-Wave: quantum computing's next move 05:08 – Gold stocks Louie still trusts 05:44 – Will the Fed hike rates Wednesday? 06:42 – Is the Iran/U.S. fighting over? 07:42 – Earnings to watch: Seagate & Apple 09:00 – Q&A: Oracle, Bloom Energy, SNDK vs. MU 10:31 – Michael Burry's short on Micron 11:41 – Is a memory stock rally coming? 12:58 – Louie's take on Ciena 13:49 – Rare earth stocks: USAR, AG, FCX 15:24 – This week's takeaway 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@navelliermarketbuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #Nvidia #StockMarket #AIStocks #FederalReserve #Investing Navellier & Associates owns Nvidia Corp (NVDA), Advanced Micro Devices, Inc.  (AMD), Barrick Mining Corporation (B), Kinross Gold Corporation (KGC), IonQ, Inc. (IONQ), D-Wave Quantum Inc. (QBTS), Rigetti Computing, Inc. (RGTI), Bloom Energy (BE), Alphabet Inc. Class A & C (GOOGL), HF Sinclair Corporation (DINO), Ciena Corporation (CIEN), Seagate Technology Holdings PLC (STX), Idaho Strategic Resources Inc (IDR), USA Rare Earth, Inc. Class A (USAR), and Micron Technology, Inc. (MU), in managed accounts.  A few accounts have Apple Inc (AAPL) in managed accounts per client request. We do not own Freeport Mc MoRan (FCX), or First Majestic Silver (AG).  Louis Navellier and his family own Nvidia Corp (NVDA), Advanced Micro Devices, Inc.  (AMD), Barrick Mining Corporation (B), Kinross Gold Corporation (KGC), IonQ, Inc. (IONQ), D-Wave Quantum Inc. (QBTS), Rigetti Computing, Inc. (RGTI), Bloom Energy (BE), Alphabet Inc. Class A & C (GOOGL), HF Sinclair Corporation (DINO), Ciena Corporation (CIEN), Seagate Technology Holdings PLC (STX), Idaho Strategic Resources Inc (IDR), USA Rare Earth, Inc. Class A (USAR), and Micron Technology, Inc. (MU),  via a Navellier managed account and Nvidia Corp (NVDA), and Apple in a personal account. They do not own Freeport Mc MoRan (FCX), or First Majestic Silver (AG).

The market had a volatile week—but while the Dow struggled, many AI infrastructure stocks continued to surge. In this episode of Navellier Market Buzz, Louie Navellier explains why his portfolio outperformed despite market volatility, why earnings season is becoming the biggest catalyst of the year, and why expanding AI infrastructure spending is creating opportunities far beyond Nvidia. Chapters 00:00 Why Our Portfolio Beat the Market 01:50 Why We Ignore the Benchmarks 03:00 Supermicro, Google & Comfort Systems Earnings 05:16 Alpha vs. Beta Investing Explained 06:58 Britain's Economy & Global Opportunities 08:17 Bond Vigilantes & America's Debt 10:19 Is Inflation Coming Back? 10:31 Why the Phillips Curve No Longer Works 12:01 Louie's Best Stocks to Buy Right Now 12:40 How Stock Grader Finds Winners 13:15 The Optimization Model Explained 14:37 Final Thoughts & Next Week's Gold Update 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #StockMarket #AIStocks #Supermicro #EarningsSeason #Investing #Nvidia #FederalReserve #StockMarketToday #GrowthStocks #Navellier Navellier & Associates owns Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), Super Micro Computer, Inc. (SMCI), Alphabet Inc. Class A & C (GOOGL), Comfort Systems USA, Inc. (FIX), and GE Vernova Inc. (GEV), in managed accounts. A few accounts own Tesla (TSLA), and Meta Platforms Inc Class A (META), per client request.  We do not own Space Exploration Tech Corp (SPCX). Louie Navellier and his family own Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), Super Micro Computer, Inc. (SMCI), Alphabet Inc. Class A & C (GOOGL), Comfort Systems USA, Inc. (FIX), and GE Vernova Inc. (GEV),  via a Navellier managed account and Nvidia (NVDA), in a personal account. . They do not own Tesla (TSLA), Meta Platforms Inc Class A (META), or Space Exploration Tech Corp (SPCX), personally.

The market has been pulling back, AI stocks have been volatile, and many investors are wondering if it's time to sell—or buy. In this episode of Navellier Market Buzz, Louie Navellier explains why the recent weakness is a normal market correction ahead of earnings season and why he believes strong earnings growth could send many leading stocks significantly higher. We also answer your biggest investing questions, including: ✔️ Why the market pulled back ✔️ Is Nvidia still a buy? ✔️ Should you buy Supermicro after its decline? ✔️ Is Bloom Energy a buying opportunity? ✔️ Should investors sell covered calls? ✔️ The best time of day to buy stocks ✔️ How the midterm elections could affect markets ✔️ Why Louie continues to focus on fundamentals over market noise If you're investing in AI, semiconductors, infrastructure, or growth stocks, this episode is packed with actionable insights. Chapters 00:00 Why Is the Market Falling? 00:20 Is This Just a Normal Pullback? 01:38 How to Spot a Real Buying Opportunity 03:42 Bloom Energy: Buy or Avoid? 05:00 Is Nvidia Still the AI Leader? 06:28 Should You Buy EQT? 07:00 Will the Midterm Elections Affect Stocks? 08:09 What's Happening With Supermicro? 09:03 Should You Sell Covered Calls? 10:31 Covered Calls Explained 11:03 Best Time of Day to Buy Stocks 11:28 Louie's Biggest Advice for Investors 14:09 Final Thoughts: Why This Pullback Is Healthy 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #StockMarket #Investing #AIStocks #Nvidia #BuyTheDip #EarningsSeason #GrowthStocks #StockMarketToday #Navellier #LongTermInvesting Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Bloom Energy Corporation Class A (BE), Procter & Gamble Company (PG), Sezzle Inc. (SEZL), and Kroger Co. (KR), in managed accounts and some accounts own Apple Inc (AAPL), and Microsoft Corporation (MSFT). We do not own  EQT Corp (EQT), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Bloom Energy Corporation Class A (BE),   Procter & Gamble Company (PG), Sezzle Inc. (SEZL), and Kroger Co. (KR),  via a Navellier managed account and Nvidia (NVDA), and Apple (AAPL) in a personal account. They do not own EQT Corp (EQT), or Microsoft Corporation (MSFT), personally.