Navellier Market Buzz with Louis Navellier

Two analysts. Three sectors. Six stocks. At the end, they can only keep ONE each. Louie Navellier and Jason Bodner (Money Flows) go head-to-head across energy, gold, and healthcare — then get forced to cut their own picks down to a single survivor. Plus: the September jobs report, Fed rate odds, the Canada-US tariff standoff, and why the AI data center trade isn't slowing down despite the headlines. Chapters: 00:00 Intro 00:49 Jobs Report & Fed Rate Odds 01:43 Canada-US Tariff Standoff at the G20 04:47 Is the AI Data Center Trade Really Slowing Down? 07:55 Round 1: Energy Stock Picks 10:48 Round 2: Gold Stock Picks 14:25 Round 3: Healthcare Stock Picks 17:41 The Draft: Down to One Final Pick Each 19:05 Catch Louie & Jason Live at The MoneyShow 19:41 Wrap-Up Drop in the comments: which stock would you own? Join Louie and Jason in Orlando! https://www.orlandomoneyshow.com/registration/?nobrand=true?scode=067869 Jason’s Links: https://moneyflows.com/ https://www.youtube.com/@MoneyFlowsCom Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 🔔 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 #InvestingTips #stockpicks Navellier & Associates owns Nvidia (NVDA), Micron Technology, Inc. (MU), Barrick Mining Corporation (B), National Energy Services Reunited Corp. (NESR), Hecla Mining Company (HL), Kinross Gold Corporation (KGC), Dorian LPG Ltd. (LPG), Ciena Corporation (CIEN), Eli Lilly and Company (LLY), and Dell Technology (DELL), in managed accounts. A few accounts own Exelixis, Inc. (EXEL), and Agnico Eagle Mines Limited (AEM) per client request. We do not own SK Hynix ADR (SKHYV), in managed accounts. Louis Navellier and his family owns Nvidia (NVDA), Micron Technology, Inc. (MU), Barrick Mining Corporation (B), National Energy Services Reunited Corp. (NESR), Hecla Mining Company (HL), Kinross Gold Corporation (KGC), Dorian LPG Ltd. (LPG), Ciena Corporation (CIEN), Eli Lilly and Company (LLY), and Dell Technology (DELL), via a Navellier managed account and Nvidia (NVDA), in a personal account. They do not own SK Hynix ADR (SKHYV), Exelixis, Inc. (EXEL), and Agnico Eagle Mines Limited (AEM), personally.

Is September creating another buying opportunity for investors? In this episode of Navellier Market Buzz, Louie and Crystal Navellier break down what investors should be watching as the market heads into September—including the Federal Reserve, rising Treasury yields, Nvidia and AI stocks, Micron and the memory shortage, gold, and refinery stocks. Chapters: 00:00 Could the Fed Raise Rates in September? 01:52 Why Are Jobs Disappearing? 03:05 Is an October Surprise Coming? 04:25 U.S.-Canada Tensions & the Auto Industry 06:35 Are Rising Yields a Threat to Stocks? 08:17 What Drove S&P 500 Earnings Growth? 09:25 Why Louie Is Still Bullish on Nvidia 11:32 When Should You Buy September Dips? 12:34 Howmet Aerospace (HWM) 12:51 Gold Bars vs. Gold Coins 13:46 The Diesel & Refinery Problem 16:16 Refinery Stocks to Watch 16:56 Why Micron Could Be Trading at 6x Earnings 18:54 Final Thoughts Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 ? 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/ #Stocks #StockMarket #Nvidia #NVDA #Micron #FederalReserve #Investing #aistocks Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Palantir Technologies Inc. Class A (PLTR), Alphabet Inc. Class A (GOOGL), HF Sinclair Corporation (DINO), Phillips 66 (PSX), Marathon Petroleum Corporation (MPC), Costco Wholesale Corporation (COST), Howmet Aerospace Inc. (HWM), Sandisk Corporation (SNDK), Seagate Technology Holdings PLC (STX), Western Digital Corporation (WDC), and Darling Ingredients Inc (DAR), in managed accounts. Some accounts own Amazon (AMZN), per client request. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Palantir Technologies Inc. Class A (PLTR), Alphabet Inc. Class A (GOOGL), HF Sinclair Corporation (DINO), Phillips 66 (PSX), Marathon Petroleum Corporation (MPC), Costco Wholesale Corporation (COST), Howmet Aerospace Inc. (HWM), Sandisk Corporation (SNDK), Seagate Technology Holdings PLC (STX), Western Digital Corporation (WDC), and Darling Ingredients Inc (DAR), via a Navellier managed account and Nvidia (NVDA), and Amazon (AMZN), and Costco (COST), in a personal account.

Nvidia might just be the beginning. The AI boom is creating a massive memory shortage—and according to industry executives discussed in this episode, tight supply conditions could persist for years. So where are the biggest opportunities for investors? In this episode of Navellier Market Buzz, Crystal and Louie Navellier are joined by Lucas Downey, co-founder of MoneyFlows, to follow the money across AI, memory, semiconductors and the broader stock market. Money Flows Links: https://moneyflows.com/ https://www.youtube.com/@UC4nueJix0bSLmZyilUuCVrQ Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 ? 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 #NVDA #NVIDIAStock #StockMarket #AppleStock Navellier & Associates owns Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK),  Western Digital Corporation (WDC),  Ciena Corporation (CIEN), Coherent Corp. (COHR), KLA Corporation (KLAC), Lam Research Corporation (LRCX), Seagate Technology Holdings PLC (STX), Amgen Inc. (AMGN), and Apple Inc.  (AAPL), in managed accounts. Navellier does not own SK Hynix Inc (SKHY), Corning (GLW), Lumentum Holdings (LITE), Moderna (MRNA), or Corcept Therapeutics (CORT),  in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK), Western Digital Corporation (WDC), Ciena Corporation (CIEN), Coherent Corp. (COHR), Seagate Technology Holdings PLC (STX), and Apple Inc.  (AAPL), via a Navellier Managed account and Nvidia (NVDA), and Apple Inc (AAPL), in a personal account.  They do not own KLA Corporation (KLAC), Lam Research Corporation (LRCX), Amgen Inc. (AMGN), SK Hynix Inc (SKHY), Corning (GLW), Lumentum Holdings (LITE), Moderna (MRNA), or Corcept Therapeutics (CORT), personally.

NVIDIA earnings are here — and Louis Navellier is expecting spectacular results. But while investors are watching NVDA, Louis also made a surprise stock purchase this week. CHAPTERS: 00:00 NVIDIA earnings + Louis’ surprise stock buy 00:20 Ford & GM: Are tariffs a buying opportunity? 02:17 Should Ford & GM investors hold or sell? 02:38 NVIDIA’s reported 15% GPU price hike 03:22 NVIDIA earnings: What investors should watch 03:38 NVIDIA to $300? NVDA & Micron are “screaming buys” 04:18 Jackson Hole: Why it matters for stocks 05:23 Falling Treasury yields & dividend stocks 05:45 Can the market’s earnings growth continue? 06:05 September market weakness: When Louis would buy 06:41 Iran and the markets 07:03 NVIDIA vs. AMD vs. Cerebras 07:43 Treasury yields & the yield curve 09:38 Why Louis doesn’t invest in crypto 10:15 Stablecoins & the future of digital payments 10:36 Super Micro Computer (SMCI) 11:41 Could SMCI double from here? 12:27 Lumen (LUMN): Why Louis would avoid it 13:12 TTM Technologies (TTMI): “Lock and load” 13:43 Oracle (ORCL): Is it worth buying? 15:07 Louis reveals his surprise Apple stock purchase 15:25 What could make the foldable iPhone different? 15:43 Could the foldable iPhone cost $2,500–$3,000? 16:21 Why Louis thinks the “iPhone Ultra” could be a hit 16:42 Foldable iPhone battery life & design 17:03 What the foldable iPhone could mean for Apple What do you think: Is NVIDIA headed to $300 — and would you buy Apple ahead of a foldable iPhone? Let us know in the comments. Subscribe to Market Buzz for weekly stock market analysis, earnings previews, stock picks and answers to your investing questions. #NVIDIA #NVDA #NVIDIAStock #StockMarket #AppleStock Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 ? 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 #NVDA #NVIDIAStock #StockMarket #AppleStock Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), TTM Technologies, Inc. (TTMI), Advanced Micro Devices, Inc. (AMD), Micron Technology, Inc. (MU), and Apple Inc. (AAPL), in managed accounts. We do not own Ford (F), Lumen Tech (LUMN), Oracle (ORCL), or Cerebras Systems (CBRS).  Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), TTM Technologies, Inc. (TTMI), Advanced Micro Devices, Inc. (AMD), Micron Technology, Inc. (MU), and Apple Inc. (AAPL),  via a Navellier managed account and Nvidia (NVDA), and Apple (AAPL) in a personal account. They do not own Ford (F), Lumen Tech (LUMN), Oracle (ORCL), or Cerebras Systems (CBRS).

If you had $10,000 to invest in the stock market right now, where would it go? In this episode of Navellier MarketBuzz, Louie Navellier and Crystal build a real $10K allocation live — covering the Fed's inflation outlook, Treasury Secretary Bessent's bond buyback move and what it means for gold, Walmart's confusing earnings drop, Moderna's historic one-day rally, and subscriber questions on Celestica (CLS) and Novo Nordisk (NVO) — before landing on exactly where Louie would put the money ahead of Nvidia's earnings. 00:20 Is the Fed Really Going to Raise Rates? 01:49 Bond Vigilantes & Rising Global Yields 03:51 Why Gold Is Moving 05:00 Should You Buy Gold Now? 06:02 Walmart Earnings: Why the Stock Fell 08:13 Moderna’s Massive Rally 09:34 Would Louie Buy Moderna? 10:35 Celestica (CLS): Buy the Pullback? 11:16 Novo Nordisk (NVO): Why Louie Says No 12:21 The $10,000 Question 12:30 The 2 Stocks Louie Would Buy 13:49 Final Takeaway Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 ? 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/ #Stocks #Investing #NVIDIA #AIStocks #StockMarket Navellier & Associates owns Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), Celestica Inc. (CLS), and Walmart Inc. (WMT), in managed accounts. Navellier does not own Moderna (MRNA), Novo Nordisk A/S Sponsored ADR Class B (NVO), Target Corp (TGT), or Kroger (KR), in managed accounts. A few accounts own Amazon.com (AMZN), per client request. Louis Navellier and his family own Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), Celestica Inc. (CLS), and Walmart Inc. (WMT), via a Navellier Managed account and Nvidia (NVDA), and Amazon.com (AMZN),  in a personal account.  They do not own Moderna (MRNA), Novo Nordisk A/S Sponsored ADR Class B (NVO),  Target Corp (TGT), or Kroger (KR), personally.

Should investors wait to buy stocks in September? In this episode of Navellier Market Buzz, Crystal and Louie break down why the first half of September could bring seasonal selling pressure—and why the last week of the month could be one of the better times to put money to work. Plus, we dig into some of the biggest stories in the market right now, including Palantir (PLTR), Broadcom (AVGO), the AI boom, rising Treasury yields, gold, stock splits and tanker stocks. Louie explains why he believes the AI boom may still be in its early innings, what rising bond yields mean for stocks, and why market breadth continues to look healthy. We also take a closer look at Palantir's powerful fundamentals, rising analyst estimates and earnings surprises; Broadcom's sales and earnings outlook; and why central banks continue to own gold as protection in a rising-rate environment. CHAPTERS: 00:00 AI Stocks, Memory Stocks & Rising Bond Yields 01:42 The Danger of Concentrated AI Bets 02:43 How Jane Street Got Caught in the July Selloff 03:27 Is the Stock Market Broadening Out?04:39 What Inning Is the AI Boom In? 05:54 IPOs vs. Stock Splits 07:35 Should You Wait to Buy? Why September Matters 08:39 Broadcom (AVGO): Sales & Earnings Outlook 09:44 IDN Earnings: Sales Beat, Earnings In Line 10:29 Why Central Banks Are Buying Gold 12:19 Palantir (PLTR), Michael Burry & the Short-Seller Debate 14:57 The Tanker Stock Bull Market 15:46 StockGrader & Spam accounts Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 ? 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 #PLTR #AIStocks #Broadcom #AVGO #StockMarket #Investing #Stocks #Gold #september Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Palantir Technologies Inc. Class A (PLTR), Intellicheck Inc (IDN), and Broadcom Inc. (AVGO), in managed accounts. We do not own Space Exploration Tech Corp (SPCX). Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Palantir Technologies Inc. Class A (PLTR), Intellicheck Inc (IDN), and Broadcom Inc. (AVGO), via a Navellier managed account, and Nvidia (NVDA), in a personal account. They do not own Space Exploration Tech Corp (SPCX), personally.