Editor's Note: Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run — and has identified the top S&P 500 stock 12 years running. Today, he's giving away his #1 AI stock pick for 2026, free. Click here to get the name and ticker or read more below.
Dear Reader,
I want to give you a free stock pick today.
No strings attached. No credit card required. Just the name, ticker, and my full analysis.
Here's what I can tell you right now:
This company's sales are up 28% year over year. It holds over 30,000 patents in wireless and video technology. And it just earned an A-rating in my proprietary Stock Grader system.
That's the same system that helped me flag Nvidia back in 2005 — before its 82,000% run.
In fact, this system has identified the top-performing S&P 500 stock for 12 years running. Over the years, it has cost me $9 million to build and maintain. And right now, it's flashing its highest possible rating on this AI play.
Click here to see which AI stock my $9 million system is flagging right now, free.
But this pick is just the beginning...
I've also identified three more AI stocks my system shows have the same early-stage characteristics as Nvidia did in 2005.
Regards,
Louis Navellier
Senior Investment Analyst, InvestorPlace
P.S. My Stock Grader system has cost $9 million to build and maintain. It helped me flag Nvidia at $1 split-adjusted. Today it's flashing its highest rating on one AI stock and I'm giving you the name free. Click here before this briefing comes down.
HubSpot at 2019 Levels Is an Opportunity—Not a Warning
Author: Sam Quirke. Article Posted: 5/23/2026.
Key Points
- HubSpot shares have fallen more than 75% from last year's high and are back at 2019 levels, despite the company delivering record revenue and making tangible progress with its AI pivot.
- Last week's earnings report may have marked a bottom, as shares have been bouncing back from their post-earnings low and insider buying has started for the first time in years.
- Several analysts rate HubSpot a Buy, with recent price targets suggesting as much as 80% upside from current levels.
- Special Report: Elon Musk already made me a “wealthy man”
Shares of HubSpot Inc (NYSE: HUBS) are trading around $200, having recovered from the $174 low set after the May 7 earnings report. The software stock is still down more than 75% from last year's high and has lost roughly half its value since January alone. That kind of price action has made HubSpot one of the more brutal casualties of the broader SaaS selloff over the past year.
For additional context on just how bad the chart looks, HubSpot is back trading at the same levels it saw in 2019, despite the company continuing to deliver record revenue every quarter. That is the core tension facing HubSpot and would-be investors today. The stock price and chart tell a story of a business in serious trouble, but the fundamentals tell a very different one.
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidLast week's earnings report showed HubSpot once again beat expectations, delivering 23% year-over-year revenue growth, raising its full-year guidance, and reaching its 2027 operating margin target a full year ahead of schedule.
In that light, is there an argument to be made that the market has gotten this one horribly wrong, and that we're actually looking at a serious buying opportunity?
Poor Initial Reaction to Earnings
There's no getting around the fact that the initial reaction to the May 7 earnings results was ugly, with shares selling off about 30% from pre-earnings levels and setting a fresh multi-year low. Despite the headline beat, investors were understandably spooked when management admitted that the quarter had gotten off to a slow start, but the broader context matters.
HubSpot is midway through a transition to an outcome-based pricing model for its AI agents, which naturally extends sales cycles as sales teams are retrained and customers evaluate the new tools. If there was a short-term disruption at the start of the quarter, it was intentional and strategic, not a sign of demand falling apart.
But Its AI Pivot Is Starting to Gain Traction
One of the most important things to consider about the HubSpot opportunity right now is how its AI monetization efforts are already showing up in the data, rather than just in management talking points. According to last week's report, total AI credits consumed by HubSpot's customers jumped nearly 70% from the previous quarter, suggesting meaningful adoption and buy-in from its customer base.
There's also HubSpot's ongoing shift to outcome-based pricing to consider, and this is shaping up to be one of its more strategically interesting moves. Outcome-based pricing is something many, if not most, SaaS companies are aiming for right now, as the old seat-based pricing model was made redundant almost overnight by the rise of AI-enabled vibe coding.
While the near-term friction of making this pivot is real, tying costs to quantified outcomes ultimately supports two important goals. First, it aligns HubSpot's revenue more directly with customer value, which should help its customer retention and expansion efforts. Second, it positions HubSpot for success as a SaaS business in an AI world. Peers that fail to make this pivot may find it increasingly difficult to remain competitive in the coming months.
Another Signal the Market May Be Missing
Beyond the fundamentals, there are other data points worth highlighting that support the bulls' thesis. According to MarketBeat's Insider Trades tool, this quarter marks the first time in a long time that HubSpot insiders have bought the stock rather than just selling it, with the CTO and CEO picking up more than $2.5 million in combined purchases.
It's not unreasonable to wonder whether the people who know the business best have chosen this moment, at multi-year lows, to put their own capital to work. That's a signal that is hard to ignore.
Bullish Analysts and an Attractive Valuation
Many in the analyst community have been arriving at a similar conclusion. Canaccord Genuity, Sanford Bernstein, and Goldman Sachs have all reiterated Buy or equivalent ratings in recent weeks, with fresh price targets ranging up to $382, implying potential upside of more than 80% from current levels. Others, like BNP Paribas, have taken a more cautious Neutral stance, but the conviction behind the bullish price targets alone makes for an attractive risk/reward profile.
The stock's valuation matters too. HubSpot's latest P/E ratio might sound high at around 110, but considering it started the year above 400, there's an argument that it's actually quite low right now. Add in the fact that this is a business printing record quarterly revenue, while its AI pivot gains traction and insiders begin buying the stock again, and it becomes much easier to argue that the stock's collapse has created a comeback opportunity that may be too good to miss.
The Smarter Way to Invest in AI Without Taking Extreme Risk
Author: Chris Markoch. Article Posted: 5/31/2026.
Key Points
- Many retail investors already have heavy AI exposure through S&P 500 index funds, making portfolio concentration risk an important consideration before buying additional AI stocks or ETFs.
- NVIDIA, Broadcom, and Microsoft offer different ways to gain AI exposure, ranging from high-growth infrastructure plays to more stable long-term compounders.
- AI ETFs can provide diversification benefits, but investors should look beyond mega-cap holdings and focus on funds that include mid-cap and international AI companies.
- Special Report: Elon Musk already made me a “wealthy man”
Artificial intelligence (AI) is the trade of the decade. It turned NVIDIA (NASDAQ: NVDA) into a household name. But the AI trade goes beyond NVIDIA. Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), and Meta Platforms (NASDAQ: META) have reoriented their capital expenditure stories around AI infrastructure.
However, the S&P 500 has become so top-heavy with mega-caps that passive index investing now carries more concentration risk than many retail investors realize. In fact, if investors own the index through a vehicle like The SPDR S&P 500 ETF Trust (NYSEARCA: SPY), they already have significant AI exposure. The question is whether that exposure is intentional, diversified, and sized appropriately for an individual investor’s risk tolerance.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidHere are some ideas regarding what a practical AI playbook could look like.
But First, Understand Any Current Exposure
Before buying anything with "AI" in the name, it’s important to understand how much exposure may already exist through index funds. For example, the SPY ETF has roughly 30% invested in the six companies that dominate AI headlines.
This isn’t a critique of the approach; it’s just math. Many index funds are market-cap weighted, meaning the bigger the company, the more of your dollar it consumes. That means, in recent years, the Magnificent 7 stocks collectively represent a historic share of the index. If AI stumbles, a "diversified" index fund will feel it.
This means any additional AI exposure should be a complement, not a substitute, and sized accordingly. A reasonable framework that many financial professionals recommend for most investors is to treat dedicated AI positions as satellite holdings around a core index, capping thematic exposure at 10% to 15% of total equity allocation.
The Infrastructure Layer
For direct, high-conviction exposure to AI's build-out phase, the infrastructure layer is the clearest bet. Someone has to manufacture the chips, and right now NVIDIA's Blackwell GPUs are the dominant substrate on which the entire AI boom runs.
The risk is well known: NVDA trades at a premium that prices in years of continued dominance. A single disappointing earnings print or a credible competitor could move the stock violently.
Broadcom (NASDAQ: AVGO) is another popular choice. Its custom AI chip business, built around hyperscaler partnerships, offers a different angle on the same infrastructure theme, with slightly less valuation froth and a more diversified revenue base that includes networking and enterprise software. Neither stock is "safe," but for an investor who wants genuine picks-and-shovels exposure, one of these two belongs in the conversation.
A Diversified AI Beneficiary
Microsoft is the least exciting pick on this list, but this is one time when boring and predictable can be profitable.
Its enterprise AI strategy, built around its Azure cloud platform and its deep integration of Copilot across the Office suite, gives it something NVIDIA doesn't have: a recurring revenue model that doesn't depend on any single customer's capital expenditure cycle. Enterprises are slow to change productivity software. That stickiness is valuable.
Microsoft also gives retail investors exposure to OpenAI's commercial trajectory without having to access private markets. The relationship is complicated, and the financials are partially opaque, but the strategic alignment is real.
As of this writing, Microsoft has an attractive valuation relative to its earnings growth. For investors seeking AI exposure that can withstand a sector-wide correction without going to zero, MSFT can be a quality anchor.
The ETF Question—Diversification or Illusion?
Thematic AI ETFs have exploded in number. Products like the Roundhill Generative AI & Technology ETF (NYSEARCA: CHAT) pitch themselves as one-stop AI exposure. The pitch is partially true, but it can be misleading.
The honest assessment is that most AI ETFs are highly correlated with the Nasdaq 100 and with each other. Pull up their top 10 holdings, and you'll find the same names you already own through your index fund. The "diversification" you're buying is often a repackaging of mega-cap exposure with a thematic label and a higher expense ratio.
Where ETFs genuinely add value is in accessing the mid-cap and international AI layer that's harder to research and trade individually. Companies like ASML Holding (NASDAQ: ASML)—the monopoly supplier of the lithography machines that make advanced chips possible—or Japanese robotics plays are real diversifiers. A well-constructed thematic ETF that reaches into this tier is doing something an index fund isn't.
How Retail Investors Can Build a Smarter AI Portfolio
This earnings season should have put to rest the idea that AI is in a bubble. However, it won't be a sure thing for every stock. It's both a genuine technological shift and an overcrowded trade at the same time.
The investors who will come out ahead are the ones who get exposure with intention: knowing what they own, why they own it, and how much pain they can tolerate if the timeline stretches or the narrative cracks.
For those with a higher risk appetite, the AI trade has a momentum layer worth understanding, even if it isn't the core of a long-term position. Memory stocks like Micron Technology (NASDAQ: MU) have become AI proxies, driven by surging demand for high-bandwidth memory in GPU clusters.
On the energy side, companies like Vertiv (NYSE: VRT), which supplies the power and cooling infrastructure that AI data centers require around the clock, have emerged as momentum plays, with valuations that reflect genuine demand growth but also a great deal of optimism already baked in.
The practical framework, then, looks something like this: one infrastructure name, one quality compounder, and a careful look at whether the ETF on the watchlist is actually diversifying or just repackaging the same mega-cap exposure. For investors who are active enough to manage it, a small, disciplined allocation to momentum names like MU or VRT can capture the AI trade's more speculative edge without letting it define the portfolio.
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