Dear Reader,
If you’ve noticed that tech is slipping…
While commodities are surging…
And geopolitical conflicts are intensifying…
You may already be connecting the dots.
From the skirmish in Ukraine to the conflict with Iran, the world is experiencing chaos and instability in a way we haven’t seen in decades.
According to legendary forecaster and former CNBC co-host JC Parets, “It’s part of a predictable cycle.”
Parets — who famously called the crash of 2008 as well as the exact start of the 2022 bull market — calls it the Chaos Cycle.
We saw this force play out from 1999 to 2011.
And we saw another cycle from 1968 to 1981, a period that also saw intense conflict in the Middle East.
During these periods, growth stocks gradually stall…
While investments tied to real assets can soar 20x… even 30x.
JC recently filmed a short video explaining the cycle — and how he recommends playing it.
Good investing,
Pete Campbell
Publisher, TrendLabs
Exclusive Article from MarketBeat Media
GE Vernova: AI’s Thirst for Power Creates a New Class of Winner
Authored by Jeffrey Neal Johnson. Originally Published: 3/25/2026.
Key Points
- The unprecedented growth of artificial intelligence is creating a massive and sustained demand for new power generation, which directly benefits the company.
- GE Vernova’s leadership in both high-efficiency gas turbines and grid modernization offers a complete end-to-end solution for AI’s power needs.
- Strong analyst upgrades and recent dividend increases reflect growing market confidence in the company’s long-term growth trajectory and financial health.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
The artificial intelligence (AI) revolution is being powered by a less glamorous — but hugely consequential — utility bill. While investors often focus on the makers of advanced microchips and software, a more fundamental truth is emerging: AI’s expansion depends on access to massive, reliable, and growing supplies of electricity.
Projections show that by the end of the decade, data centers alone could consume as much electricity as entire countries. That unprecedented demand creates a clear, tangible investment theme that reaches beyond Silicon Valley to the industrial backbone powering this global transformation.
less than two weeks to prepare? (Ad)
A $1.5 trillion valuation. That is what industry experts are projecting for the highly anticipated SpaceX IPO, expected to be announced on April 20th — potentially surpassing the combined market caps of the six largest U.S. defense contractors.
Consider what Tesla’s IPO meant for early investors: a $50,000 position held for 10 years grew to $1.5 million. The SpaceX IPO is projected to be even larger.
Before April 20th, there is still a backdoor way to secure a pre-IPO stake in SpaceX. Here is how to get positioned.Claim Your Pre-IPO Position
As the market wakes up to this energy reality, GE Vernova (NYSE: GEV) is emerging as a key beneficiary. The company — a global leader in power generation and grid technology — has seen its stock reach new highs.
This rise isn’t driven by hype but by a direct link between surging power needs from AI and GE Vernova’s core business of creating and delivering electricity. As the digital world expands, companies that provide essential power infrastructure, like GE Vernova, are becoming among the most important enablers of the future.
More Intelligence, Unprecedented Power Demand
The energy challenge stems from AI’s nature. Training and running advanced models is far more energy-intensive than most traditional computing. These processes use thousands of specialized processors that run continuously, generate tremendous heat, and consume vast amounts of power.
That creates a strict operational requirement for data centers: a constant, uninterrupted flow of electricity, or baseload power. Even a momentary outage can disrupt critical workloads and cause major financial losses, so reliability is non-negotiable.
The result is a two-fold challenge for the global energy system. First, there’s an urgent need for additional power generation capacity. Second, much of the existing grid — much of it decades old — is not equipped to transmit new power supplies to the specific locations where data centers are being built. That mismatch has created a multi-billion-dollar opportunity for companies that can solve both problems.
- New Power Plants: A surge in demand for facilities, particularly natural-gas-fired plants, that can deliver consistent 24/7power.
- Grid Modernization: An urgent need for transformers, substations, and advanced software to upgrade and expand the electrical grid.
- Sustainable Solutions: Growing pressure from corporations to integrate renewable energy to help offset the large carbon footprint of their data centers.
How GE Vernova Wins the Power Race
GE Vernova is well positioned to capitalize on this trend with a comprehensive portfolio across the energy value chain. Its end-to-end capabilities — from generation to delivery — give it a distinctive advantage.
The Gas Power Workhorse
Central to GE Vernova’s strategy is its Power segment, which builds and services the world’s most advanced gas turbines. The company’s flagship H-Class turbines are known for industry-leading efficiency and have become a common choice for providing the reliable baseload power data centers need.
The data back this up: GE Vernova recently reported a 65% organic increase in orders for this segment, creating a large backlog that offers strong visibility into future revenue and underscores its role in the energy build-out.
The Essential Grid
Generating electricity is only half the equation; it must also be delivered efficiently and reliably. GE Vernova’s Electrification segment supplies the hardware and software — from high-voltage transformers to grid management systems — required to modernize and expand power networks.
As utilities and data center developers invest billions to upgrade infrastructure, this segment represents a substantial, parallel revenue stream. It ensures GE Vernova benefits not only from building generation capacity but also from delivering power — a capability that has become a primary bottleneck for new data center construction.
The Competitive Edge
Other industrial companies — including Siemens Energy (OTCMKTS: SMEGF) — are also benefiting from this trend. But GE Vernova’s deep expertise and market leadership in high-efficiency gas turbines, combined with its electrification offerings, give it a meaningful competitive advantage. Its integrated approach lets the company offer a more complete solution to customers building AI infrastructure.
Market Signals Validate GE Vernova’s AI Power Play
The investment community has noticed GE Vernova’s position. That attention shows up in both its stock performance and strong institutional support — more than $50 billion in inflows over the past year versus roughly $17 billion in outflows.
Management has signaled confidence in the company’s financial outlook. It recently announced it was doubling its quarterly dividend, returning more cash to shareholders. The board also authorized a sizable stock buyback program, suggesting leadership views the shares as attractive at current levels.
Analysts have grown increasingly optimistic, often tying their bullish views to the AI-driven demand story:
- Morgan Stanley raised its price target to $960, citing strong turbine pricing and robust electrification demand.
- Rothschild & Co upgraded the stock from Sell to Buy and set a high target of $1,100.
- Of the 27 analysts covering the stock, the vast majority rate it a Buy or Strong Buy, reflecting broad positive sentiment.
GE Vernova was also added to the S&P 100 index, increasing the stock’s visibility and prompting many index-tracking funds to purchase shares. That creates steady, underlying demand from some of the world’s largest investment managers.
The Foundational Power Play for the AI Era
As AI reshapes the global economy, rising electricity demand is one of its most certain byproducts. Companies that provide the foundational power infrastructure stand to benefit from sustained growth. Unlike many speculative technology stocks, GE Vernova is a tangible industrial business building indispensable infrastructure for the digital future.
For investors seeking exposure to the AI megatrend through a company with a healthy backlog, essential assets, and a clear role in global infrastructure, GE Vernova presents a compelling, long-term thesis. This is not about a single quarter’s results but about powering decades of innovation to come.
Sunday’s Featured News
Carvana’s 5-for-1 Split: Green Light for a New Growth Era
Submitted by Jeffrey Neal Johnson. Posted: 3/16/2026.
Key Points
- Carvana’s decision follows record-breaking sales volume and a significant return to profitability last year.
- The stock split aims to make share ownership more psychologically accessible for retail investors and Carvana’s team members.
- Wall Street analysts have a positive outlook, with consensus price targets suggesting considerable potential upside from current trading levels.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Carvana’s (NYSE: CVNA) board of directors recently approved its first-ever 5-for-1 forward stock split, marking a notable new chapter for the online auto retailer. The market reacted positively, with shares rising in the session after the announcement. That response underscores a broader point: Carvana’s move is more than a technical adjustment to its share count.
After navigating a dramatic turnaround, the stock split reads as a confident signal. It signals a shift from a period of recovery to a phase focused on ambitious, forward-looking growth. Executed from a position of renewed strength, the split offers insight into Carvana’s strategy and what it could mean for investors.
From Brink to Breakout Performance
less than two weeks to prepare? (Ad)
A $1.5 trillion valuation. That is what industry experts are projecting for the highly anticipated SpaceX IPO, expected to be announced on April 20th — potentially surpassing the combined market caps of the six largest U.S. defense contractors.
Consider what Tesla’s IPO meant for early investors: a $50,000 position held for 10 years grew to $1.5 million. The SpaceX IPO is projected to be even larger.
Before April 20th, there is still a backdoor way to secure a pre-IPO stake in SpaceX. Here is how to get positioned.Claim Your Pre-IPO Position
To appreciate the significance of the split, consider the foundation that made it possible. Not long ago, Carvana faced serious operational and financial challenges — including a heavy debt load and questions about profitability — that raised doubts about its future. Since then, the company has engineered one of the more notable turnarounds in recent markets, driven by sharper operations and a successful debt restructuring.
The proof is in Carvana’s 2025 financial results. The company delivered strong growth and returned to profitability, quieting many critics. Key highlights include:
- Record Sales Volume: Carvana sold 596,641 retail units, a 43% increase year-over-year.
- Surging Revenue: Full-year revenue rose to $20.3 billion, up 49% from the prior year.
- A Return to Profitability: Carvana reported a full-year net income of $1.9 billion, reversing prior losses.
Fourth-quarter 2025 earnings per share came in at $4.22, well above analyst consensus of $1.10, highlighting improved operational execution. This level of financial health provides the context for the stock split, framing it as a timely and well-earned step forward for the company.
Why a Stock Split, and Why Now?
Subject to shareholder approval at the Annual Shareholder Meeting on May 5, 2026, the split will take effect on May 6, 2026. After that date, investors will receive four additional shares for every share they own, increasing the share count fivefold while reducing the per-share price to one-fifth of its previous value. For example, a $300 stock would trade at $60 after the split. The total value of an investor’s holding is unchanged by the split itself.
The primary purpose of the split is to improve accessibility. A lower per-share price can have a meaningful psychological impact: many retail investors find a $60 stock more approachable than a $300 stock, even though the underlying value remains the same. That perceived affordability can broaden the investor base.
Carvana’s leadership framed the split as an effort to keep the stock “accessible to all of our team members,” according to Chief Financial Officer Mark Jenkins. Making shares easier for employees to own can strengthen alignment between the workforce and shareholders. Executed from a position of financial strength, the split is a deliberate, confidence-expressing move whose timing is significant.
Primed for a New Wave of Interest
Beyond accessibility, the split could accelerate Carvana’s next growth phase. Management has emphasized scaling operations to capture a larger slice of the used-car market, with CEO Ernie Garcia targeting a long-term goal of selling 3 million vehicles annually.
Carvana is already expanding capabilities to support that ambition. For example, it recently rolled out same-day delivery in the competitive Los Angeles market — a move that enhances customer value and signals improving logistics and execution in key regions. A broader investor base and the added trading liquidity that often follow stock splits can provide a tailwind for an aggressive growth strategy.
The stock’s high beta of 3.60 — a measure of volatility relative to the market — can also affect how the split plays out. A beta above 1.0 indicates greater volatility, which tends to attract momentum traders seeking significant price swings. By lowering the price of entry, the split could re-engage that class of investors and spark renewed trading interest.
The Road Ahead: A Green Light from Analysts
Carvana’s 5-for-1 split functions as a symbolic capstone on its turnaround, a tactical move to broaden its shareholder base, and a potential catalyst for the company’s next growth chapter. It reflects confidence from management in both operations and balance sheet stability, shifting the narrative from recovery to expansion.
That optimism is reflected on Wall Street. Among 25 analysts covering Carvana, the consensus rating is a Moderate Buy. The average analyst price target is $440.59, implying potential upside of more than 46% from the stock’s recent trading level, suggesting many analysts see room for further valuation gains.
For investors, the stock split may mark a clear turning point — the end of a difficult recovery period and the start of a renewed push for market share and growth.
Thank you for subscribing to Earnings360, a morning newsletter that summarizes quarterly earnings for public companies that trade on U.S. markets.
This message is a sponsored message sent on behalf of Trend Labs, a third-party advertiser of Earnings360 and MarketBeat.
If you need help with your subscription, please email MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from Earnings360, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Place, Sixth Floor, Sioux Falls, S.D. 57103. United States..
Daily Bonus Content: Secretary of Defense: This is the truth about SpaceX (Click to Opt-In)
RJ Hamster 