American Investors Drive Global Markets

You can own a stake in the American growth machine. Over the long span of U.S. history, that has been one of the smartest things you could do. Yes, there have been scary periods: wars, recessions, inflation, bear markets, banking crises, terror attacks, and pandemics. Every generation gets its own reason to think the American growth story is finished. But again and again, America adapts, recovers, and moves higher. That is why, over the long run, you buy the dips in America. When the United States’ best companies get knocked down by fear, headlines, or temporary profit-taking, history says those moments can create some of the best buying opportunities you will ever see.

Don’t Let the Bears Fool You Take the recent volatility in AI-related stocks, for example. The usual bears were back on television. People like famed British investor Jeremy Grantham were claiming that this is “the most expensive market in history,” warning of a 70% collapse. Which is just nonsense. A lot of this negative commentary is emanating from Europe before our American media parrots it. And I don’t think that is a coincidence… especially when it comes to AI. The reality is Europe has fallen behind in the AI race. The United States has not. Some of the loudest critics sound less like objective analysts and more like people who are envious of America’s lead. So, instead of celebrating the boom, they complain about it. But the numbers tell the real story. The AI boom is not just hype. S&P 500 earnings for the first quarter of 2026 were up nearly 28% year-over-year. FactSet now estimates earnings will grow 23% in the second quarter – and 24% for the full year. Analysts routinely underestimate earnings, so the real number will likely be even higher. That is stunning, folks. And the AI buildout behind much of this boom is enormous. The four largest hyperscalers alone are expected to spend about $725 billion on AI infrastructure this year. That is showing up in real orders, real backlogs and real revenue. Vertiv Holding Co. (VRT), which provides power and cooling systems for data centers, reportedly has a backlog north of $15 billion. GE Vernova Inc.’s (GEV) gas turbine backlog reached 100 gigawatts in the first quarter. Oracle Corp. (ORCL) has remaining performance obligations of around $638 billion on its books. By the time it’s all said and done,Goldman Sachs thinks total spending on AI will reach $7.6 trillion between 2026 and 2031. That is why I continue to believe the best AI and data center infrastructure stocks are screaming buys on meaningful dips.

The center of this boom is not Europe. It is not China. It is not some command-and-control economy where everyday people aren’t allowed to participate. It is America. So, as we head into this Fourth of July weekend, I want you to enjoy America’s 250th birthday celebration. Enjoy the fireworks. Enjoy the cookouts. Enjoy the fact that people from all over the world are coming here and seeing what too many Americans have forgotten. The U.S. is an economic oasis. And the best way to celebrate America’s 250th birthday isn’t just to watch the fireworks. It’s to own a piece of what makes this country worth celebrating.

Find the Next Wave of AI Winners Right now, the AI boom is creating one of the biggest opportunities we are likely to see in our lifetimes. That is why I want to help you find the right AI stocks now. I am not talking about the obvious names everyone already hears about on CNBC or sees in every AI-generated list. I am talking about the next wave of AI winners – the companies quietly supplying the chips, memory, cooling, power, storage, software, and infrastructure that make artificial intelligence possible. That is exactly what my stock-selection system is designed to do. For 47 years, I have studied the numbers that matter most: sales growth, earnings growth, analyst revisions, and institutional buying pressure. My system helps me track where the real money is moving before most investors have even heard the names. In my latest special briefing, I reveal a group of AI-related stocks that I believe could be positioned to surge 100% or more over the next six to 12 months. I will also give you the ticker symbol of my No. 1 stock to buy now – free. Go here to learn more now.

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Sincerely, Louis Navellier Senior Analyst, InvestorPlaceThe Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below: GE Vernova Inc. (GEV) and Vertiv Holding Co. (VRT)