Eric Fry

For today’s Smart Money, I invited Luke to track where Silicon Valley's biggest AI labs are pouring their money, and he makes the case that the next fortunes won't go to the companies building AI, but to the smaller players the giants can't afford to compete with.

In today’s Smart Money, let's look at the latest results from Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA), and what they reveal about the Mag 7 as an investment.

Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke Lango believes that assumption is becoming increasingly outdated.

“Boring” isn’t just safe. Or reliable. It’s strategic. Especially when everyone else is chasing excitement. Markets have a habit of rewarding discipline long after they stop rewarding hype.

In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for investors. We’ll look beyond “good enough,” and I’ll show you where the better opportunities lie instead.

Over years of studying some of history's greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever reach Wall Street. In today's Smart Money, he shares that process and explains why he believes it's more important than ever now that private investing is becoming accessible to individual investors.

My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech giants may eventually decide they need. Today, he’s looking at one of Apple’s largest recent acquisitions: Q.ai, an obscure AI startup reportedly purchased for nearly $2 billion despite having no sales or publicly available product.

Let’s take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, I’ll share one company that is already turning AI investments into real business results.

Editor's Note: My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech giants may eventually decide they need.

Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.