You’re in — here’s everything for Tuesday

Great news! Your spot is confirmed for the live session: Backdoor to the SpaceX Pre-IPO

Here are your key details:

Tuesday, May 12, 2026
12PM Eastern | 9AM Pacific
Your personal Zoom link: Right Here

This is going to be a really interesting hour. I’ll be walking through where the commercial space industry is heading — specifically what SpaceX’s next phase looks like and what it means for investors watching the IPO space closely.

A few things worth knowing before the event:

  • Spots fill up fast — I’d suggest joining 10–15 minutes early to avoid any waiting room delays.
  • We’ll cover how companies like SpaceX are approaching future public offerings and the timelines worth tracking.
  • Questions are welcome — hit reply any time before the session and I’ll work them into the discussion.

Really looking forward to seeing you there.

Yours in Wealth,

Ian Wyatt



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This overlooked small cap sits inside a compliance-driven shift

A message from SmallCaps Daily

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SMX Could Be the Breakout Under-the-Radar Stock Powering the Next Trillion-Dollar Shift in Global Supply Chains, Recycling, and Commodity Verification!

SMX (Security Matters) Public Limited is beginning to attract attention as industries worldwide search for better ways to verify, track, and authenticate physical materials moving through increasingly unstable global supply chains.

As inflation pressures rise, energy markets remain volatile, and governments crack down on recycled-content reporting and compliance standards, businesses are being forced to move beyond outdated paperwork systems toward real-time verification technology.

SMX is stepping into one of the fastest-growing global demands: trusted verification across physical supply chains. The world economy is becoming increasingly dependent on proof, transparency, and traceability—and SMX is positioning itself directly inside that shift.

SMX is developing infrastructure designed to give physical materials their own digital identity through molecular-level markers embedded directly into plastics, fuels, metals, textiles, and industrial commodities.

The company’s Digital Material Passporttechnology aims to create trusted, traceable supply chains capable of verifying origin, authenticity, recycled content, and lifecycle data across global commerce. As recycling economics improve and transparency becomes mandatory instead of optional, SMX may be positioning itself inside one of the most important industrial shifts of the next decade.

As recycling, energy, and commodity markets become more compliance-driven, SMX is emerging as a company to watch closely.

See How SMX Could Be Sitting at the Center of One of the Biggest Industrial Shifts in Decades!


Featured Story from MarketBeat Media

Uber’s Annual Product Showcase Reveals It Is Coming for Airbnb and Booking

Author: Jessica Mitacek. First Published: 5/7/2026. 

Uber

Hand holds a phone with the Uber app on-screen beside an Uber car at night, highlighting ride-sharing demand.

Key Points

  • Uber is positioning itself as a comprehensive travel concierge by allowing users to book over 700,000 hotels directly in the app, with plans to integrate Vrbo vacation rentals and provide Uber rides through the Expedia app starting in June.
  • The company is diversifying its services through high-tech collaborations, such as a partnership with Joby Aviation for all-electric air taxis (Uber Air) and the launch of an AI-powered conversational assistant for voice bookings.
  • At its annual GO-GET event, Uber introduced several personal concierge features, including Travel Mode for curated local recommendations, Shop for Me for custom retail requests, and Eats for the Way, which allows riders to pre-order snacks for Uber Black trips.
  • Special Report: The $7 stock Nvidia needs to finish the job (From Weiss Ratings)

Since its public debut in May 2019, Uber Technologies (NYSE: UBER) has experienced plenty of ups and downs. But since hitting its five-year low in June 2022, the stock has delivered shareholders a gain of nearly 242%.

Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (Ad)

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Now, the company—which operates the dominant player in a global rideshare duopoly and an integrated food delivery platform—is looking to add to those gains through a series of enhanced in-app features and strategic partnerships.

On April 29 at its annual GO-GET event, Uber announced that despite its tech sector roots, the company is now setting its sights on the travel lodging industry.

Uber Pushes Further Into Travel With Hotel Booking and Vacation Rental Plans

In March, Uber announced that it will be joining forces with Joby Aviation (NYSE: JOBY) to facilitate Uber Air, a feature that will give EVTOL riders the ability to book all-electric air taxis directly in the app.

This move showed that the rideshare company is actively and strategically expanding into new segments.

Now, Uber is taking aim at hotel and short-term rental booking sites, including industry mainstays Airbnb (NASDAQ: ABNB) and Booking Holdings (NASDAQ: BKNG). Vacation rentals from Expedia Group (NASDAQ: EXPE) brand Vrbo will be added later this year, and following an initial pilot, Uber rides will be integrated directly into the Expedia app beginning in June. Expedia CEO Ariane Gorin noted that the goal of the partnership is to make travel feel effortless by providing users with a seamless experience.

According to its press release, the company will provide access to more than 700,000 hotels worldwide through the Uber app. Those reservations will give users a 10% discount, with Uber One members receiving an additional 10% back in Uber One credits.

“By connecting our two-sided marketplace with Uber, we’re bringing Uber rides directly into the Expedia app and Expedia Group’s lodging inventory into the Uber app,” Gorin said. “Together, we’re helping travelers spend less time planning and more time enjoying the journey.”

Beyond customer convenience, the move gives Uber a foothold in the online travel booking services market, which is expected to grow to $1.13 trillion by 2030. According to a report by the industry consultancy Grand View Research, rising travel spending, coupled with higher incomes and a growing range of tourist activities worldwide, is accelerating market growth. The firm says this should contribute to a compound annual growth rate of 9% from 2022 to 2030.

Uber’s GO-GET Event Showcased New In-App Developments

The expansion into hotel and short-term vacation rental booking made the biggest splash, but Uber also disclosed a handful of other app features it is rolling out.

At the GO-GET event, the company introduced Travel Mode, a new experience available in the Uber and Uber Eats apps that offers “curated recommendations on local favorites, popular tourist destinations, [and] OpenTable reservations.” Uber has positioned Travel Mode as its version of “room service,” but delivered directly to users’ hotel doors. The idea is to make the Uber app feel like a personal travel concierge.

Other features include:

  • Shop for Me: Users can request items from any store, even if it isn’t listed on the app.
  • Eats for the Way: Riders in select cities can reserve an Uber Black or Uber Black SUV and have their drivers arrive with drinks or snacks in advance of a ride.
  • Voice Bookings: An AI-powered feature that uses a conversational assistant to understand users’ destinations and preferences.
  • One Search: The redesigned “Where to?” search bar now populates results for places, food, and items across the Uber platform.

Uber’s Q1 Earnings Hint at Rapid Growth Ahead

Uber will look for those features and partnerships to build on momentum from Q1 FY2026 earnings.

When the company reported on May 6, it posted earnings per share (EPS) of 72 cents, which beat analyst estimates of 69 cents. The earnings beat was Uber’s seventh in the last eight quarters.

Quarterly revenue came in at $13.20 billion, below consensus expectations of $13.28 billion, but still represented a 14.5% year-over-year (YOY) increase. Despite the revenue miss, there were some big numbers highlighted in the earnings call, including 21% YOY growth in gross bookings, more than 44% YOY growth in non-GAAP EPS, and a record $3 billion share buyback in Q1.

The company noted that platform engagement and monetization are strengthening, with more than 50 million Uber One members, which marks a roughly 50% YOY increase. Additionally, delivery saw more than 23% YOY growth, led by grocery and retail.

With a forward price-to-earnings ratio of around 23, Uber’s earnings are expected to grow by more than 28% next year. Of the 39 analysts currently covering the stock, 33 have assigned it a Buy rating.


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Just For You: Turn your “dead money” into $306+ monthly (starting this month)(From Investors Alley)

🪙 Dividend Stocks Newsletter for 5/11/2026

DividendStocks.com Newsletter

UnsubscribeMay 11, 2026[Watch] FREE STOCK PICK for Elon Musk’s Starlink SuperIPO (ad)

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A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk’s fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.

Watch The Free Video To Get The Ticker Today.Top Dividend NewsAI Dividend Increases: 3 Massive Winners Boosting PayoutsThe Stars Are Aligning For Apple: Get Ready for $300The genie isn’t going back in the lamp (from Porter & Company)3 Small-Cap Stocks to Buy as the Russell 2000 Extends Its RallyTapestry Stock Drops After Strong Quarter and Raised OutlookHow Dividend Hike Amid Softer Sales Will Impact PACCAR (PCAR) InvestorsHow Investors May Respond To Lazard (LAZ) Earnings Beat, Buybacks Progress, And Steady Dividend CommitmentNobody Understands Why Trump Is Invading Iran (here’s the answer) (from Banyan Hill Publishing)Analysts spotlight dividend stocks as EOG boosts payoutsWater Infrastructure: Why This Boring Sector Could Get ExcitingRocket Lab Posts Record Q1 Revenue, Raises Q2 Guidance

Dividend Stock Lists:

Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (ad)

Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company

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It’s already racked up $26 billion in government contracts.

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Ex-Dividend Stocks for Tuesday, May 12th

CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateAMRZAmrize$52.39$0.11- $0.4421.1%5/20/26
AROCArchrock$37.57$0.22
quarterly2.27%$0.2247.8%5/19/26
AWKAmerican Water Works$125.40$0.90
quarterly2.71%$0.8358.7%6/2/26
CNXNPC Connection$66.74$0.20
quarterly1.26%$0.2023.3%5/29/26
DLBDolby Laboratories$57.18$0.36
quarterly2.24%$0.3656.9%5/20/26
FFord Motor$12.05$0.15
quarterly4.84%$0.15-38.7%6/1/26
FBKFB Financial$52.93$0.21
quarterly1.58%$0.2131.6%5/26/26
HBTHBT Financial$27.56$0.23
quarterly3.29%$0.2342.2%5/19/26
INGMIngram Micro$27.29$0.08
quarterly1.09%$0.0821.9%5/26/26
KMTKennametal$37.16$0.20
quarterly2.08%$0.2045.2%5/26/26
METMetLife$77.50$0.59
quarterly3.03%$0.5744.0%6/9/26
MGYMagnolia Oil & Gas$28.11$0.17
quarterly2.19%$0.1738.4%6/1/26
NBNNortheast Bancorp$122.92$0.01
quarterly0.03%$0.010.3%5/26/26
NOMDNomad Foods$9.59$0.17
quarterly7.01%$0.1766.0%5/28/26
RUSHARush Enterprises$72.17$0.19
quarterly1.01%$0.1923.0%6/10/26
RUSHBRush Enterprises$67.25$0.19
quarterly0.99%$0.1923.0%6/10/26
RYANRyan Specialty$32.24$0.13
quarterly1.50%$0.1367.5%5/26/26
VVisa$324.01$0.67
quarterly0.87%$0.6723.3%6/1/26
WTRGEssential Utilities$37.55$0.34
quarterly3.46%$0.3469.5%6/1/26
Please note you must purchase shares of these companies by the market close today to receive the next dividend payment.The #1 stock to buy BEFORE the June S-1 filing (ad)

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Ex-Dividend Stocks for Wednesday, May 13th

CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateAERAercap$148.33$0.40
quarterly1.16%$0.407.0%6/4/26
ASTEAstec Industries$52.06$0.13
quarterly0.89%$0.1346.4%5/29/26
BOKFBOK Financial$129.17$0.63
quarterly1.89%$0.6325.5%5/27/26
CAKECheesecake Factory$61.36$0.30
quarterly1.91%$0.3035.1%5/26/26
EDConsolidated Edison$106.13$0.89
quarterly3.21%$0.8959.8%6/15/26
FTAIFTAI Aviation$287.62$0.45- – 31.7%5/26/26
HOMBHome BancShares$26.15$0.21
quarterly3.15%$0.2134.6%6/3/26
KVUEKenvue$17.16$0.21
quarterly4.82%$0.2197.6%5/27/26
MTArcelorMittal$62.08$0.15
quarterly0.98%$0.1513.4%6/10/26
NTBBank of N.T. Butterfield & Son$55.68$0.50
quarterly3.56%$0.5034.6%5/26/26
OWLBlue Owl Capital$10.33$0.23
quarterly9.45%$0.23750.0%5/27/26
PAYXPaychex$93.59$1.19
quarterly5.12%$1.0895.2%5/29/26
PCARPACCAR$112.69$0.35
quarterly1.17%$0.3328.1%6/3/26
PHGKoninklijke Philips$26.91$1.01
annual3.18%$0.8970.1%6/3/26
SCCOSouthern Copper$186.85$1.00
quarterly2.19%$1.0066.1%5/29/26
STSensata Technologies$45.39$0.12
quarterly1.24%$0.12154.8%5/27/26
TGTTarget$118.91$1.14
quarterly3.84%$1.1456.1%6/1/26
URIUnited Rentals$942.68$1.97
quarterly0.98%$1.9720.1%5/27/26
WELLWelltower$215.18$0.74
quarterly1.38%$0.74146.5%5/21/26
WINAWinmark$359.55$1.02
quarterly1.08%$0.9634.6%6/1/26
WTWisdomTree$19.52$0.03
quarterly0.72%$0.0329.3%5/27/26
Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment.AI profits are shifting here’s where the smart money’s moving (ad)

Wall Street’s quietly buying these 3 AI infrastructure plays

Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.

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Access The Full Analysis, Price Setups, And Catalysts Now

Ex-Dividend Stocks for Thursday, May 14th

CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateCCKCrown$99.58$0.35
quarterly1.42%$0.3522.3%5/28/26
DALDelta Air Lines$72.20$0.19
quarterly1.10%$0.1910.9%6/4/26
EXEExpand Energy$96.83$0.58
quarterly2.37%$0.5817.2%6/4/26
FANGDiamondback Energy$195.19$1.10
quarterly2.06%$1.05488.4%5/21/26
HTGCHercules Capital$16.11$0.07
quarterly1.74%$0.0790.4%5/21/26
IRIngersoll Rand$75.14$0.02
quarterly0.09%$0.025.4%6/4/26
LPXLouisiana-Pacific$74.10$0.30
quarterly1.68%$0.30101.7%5/28/26
NMRKNewmark Group$16.41$0.06
quarterly1.50%$0.0314.8%5/29/26
OLNOlin$28.29$0.20
quarterly2.79%$0.20-71.4%6/12/26
PBFPBF Energy$43.39$0.28
quarterly2.53%$0.2829.6%5/29/26
POOLPool$186.23$1.30
quarterly2.48%$1.2547.8%5/28/26
RMDResMed$199.61$0.60
quarterly1.12%$0.6023.1%6/18/26
SEMSelect Medical$16.44$0.06
quarterly1.52%$0.0623.6%5/28/26
SFDSmithfield Foods$25.54$0.31
quarterly4.76%$0.3148.8%5/28/26
STBAS&T Bancorp$43.88$0.37
quarterly3.38%$0.3640.3%5/28/26
TJXTJX Companies$148.35$0.48
quarterly1.23%$0.4334.8%6/4/26
TTEKTetra Tech$29.69$0.07
quarterly0.90%$0.0716.8%6/2/26
TXTernium$46.42$0.904.13%- 61.9%5/20/26
VNOMViper Energy$47.31$0.38
quarterly2.98%$0.38-475.0%5/21/26
WALWestern Alliance Bancorporation$75.94$0.42
quarterly2.05%$0.4219.6%5/29/26
WECWEC Energy Group$112.39$0.95
quarterly3.27%$0.9576.0%6/1/26
ZIONZions Bancorporation, N.A.$60.98$0.45
quarterly2.85%$0.4528.0%5/21/26
Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment.

Dividend Stock Ideas

This is a list of companies that meet common criteria that investors use to evaluate dividend stocks. This list contains companies that have dividend yields greater than 3%, payout ratios of less than 75% (or less than 100% for REITs), five-year average annual dividend growth of at least 1.5% and a minimum market cap of $1 billion.CompanyDividend YieldAnnual PayoutPayout RatioAnnual Dividend GrowthP/E RatioMarket CapTBCGTBC Bank Group PLC5.34%GBX 886.6035.52%5.29%1.86£2.55KBGEOLion Finance Group PLC4.68%GEL 1,350.9527.28%4.90%2.20GEL469.84KWPPWPP plc5.45%GBX 31.90N/A4.75%N/A£2.92KEFCEllington Financial Inc.11.45%$1.5693.98%4.36%8.10$1.68KPRGOPerrigo Company plc9.91%$1.16N/A5.21%N/A$1.56KCAGConagra Brands9.91%$1.40N/A10.50%N/A$6.58K

Dividend Research Tools:

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Today’s Featured Content: Are any of these 10 “toxic” stocks in your portfolio?(From Weiss Ratings)

Altman vs. Musk Goes to Court — and the Market Just Quietly Rolled Over

ALTMAN VS. MUSK GOES TO COURT — AND THE MARKET JUST QUIETLY ROLLED OVER

The biggest courtroom fight in tech history kicked off this week, and almost nobody is talking about what it means for the tape.

May 11, 2026

•

3 min read

Sam Altman and Elon Musk are now in active litigation over the soul of OpenAI — the company Musk co-founded, walked away from, and now claims was hijacked into a for-profit entity that betrayed its original mission. Altman is fighting back. Discovery is opening. Depositions are coming. The two most influential figures in artificial intelligence are about to spend the next 18 months trying to bury each other in federal court.

And while everyone’s watching the headlines, the broader market quietly put in what’s starting to look like a peak.

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The Setup Nobody Is Pricing In

The S&P closed last week off its all-time high. Breadth deteriorated. Mega-cap tech — the entire engine of this rally — just got a multi-year overhang dropped on its lap.

  • AI capex justifications now have legal risk attached
  • OpenAI’s corporate structure is suddenly a public discovery target
  • Microsoft’s $13 billion investment is in the litigation crosshairs
  • Every “AI partnership” announcement now carries headline-risk discount

This isn’t a one-day story. It’s the kind of slow-bleed catalyst that takes a market from “priced for perfection” to “priced for friction” without a single big down day.

What the Tape Is Actually Showing

The signs were there before the lawsuit even hit. NVDA topped six weeks ago and hasn’t reclaimed it. Semis broke their uptrend line in mid-April. The equal-weight S&P has been underperforming the cap-weighted version for two months straight — classic late-cycle behavior.

Add the Altman-Musk litigation on top of that, and you have:

  • A market making lower highs in its leadership names
  • A narrative catalyst that disproportionately hits the cohort that’s been carrying everything
  • Volatility compression at multi-year lows just as macro uncertainty rises
  • Retail positioning at extremes typically seen near tops

That’s a setup, not a coincidence. Markets don’t crash from these levels — they grind. They roll over. They give you 8-12% drawdowns over six weeks while the news cycle does the work.

The Trade Hiding in Plain Sight — OPCH

While everyone’s watching mega-caps, the Option Care Health (OPCH) October 16, 2026 $20 calls are now up 200% in a week — and almost nobody noticed.

Here’s what happened. Specialty pharma and home infusion names have been quietly bid as the market started rotating out of growth. OPCH caught a takeover rumor, then a Q1 earnings beat, then institutional accumulation showed up in the options chain.

The $20 calls that were trading at $0.30 last Monday are now $0.90 — a triple in five sessions, on a name most traders couldn’t find on a chart.

Why This Matters Beyond OPCH Itself

This is what a regime change looks like in real time. The market isn’t dying — it’s rotating. Capital is leaving the names that ran up on AI narratives and finding homes in:

  • Healthcare services and infrastructure
  • Defensive cash-flow stories
  • Mid-cap names with takeover optionality
  • Specialty pharma with pricing power

OPCH ticks every one of those boxes. It’s not a story stock. It’s not on CNBC. It’s the kind of move that institutional money makes when they’re quietly de-risking from the crowded trade.

Institutional Context — the Altman-Musk Overhang

The lawsuit itself isn’t going to crash anything. What it does is remove the “nothing can go wrong” assumption from the AI trade.

Six months ago, every AI-adjacent name traded with a permanent bid. Bad news bounced off. Earnings misses got bought. The narrative was bulletproof. That regime ended when the headlines started carrying litigation language.

When discovery starts producing emails — and it will — every “private” conversation about OpenAI’s transition becomes public record. Every Microsoft partnership detail. Every revenue-sharing arrangement. Every governance shortcut.

The market doesn’t need a verdict to reprice. It just needs uncertainty. And uncertainty is now the base case for the next 12-18 months in the cohort that drove 60% of the index’s gains.

The Risk Asymmetry

If you’re long mega-cap tech here, you’re risking a multi-year topping pattern in exchange for capped upside (these are already at trillion-dollar valuations). If you’re rotating into the names that are quietly basing — the OPCHs of the world — you’re paying single-digit P/Es for assets that move 50-100% on takeover rumors.

That’s not market timing. That’s reading what the tape is telling you and following the money instead of the headlines.

Markets don’t peak when everyone’s bearish. They peak when nothing seems wrong, the leaders are extended, and the catalyst that ends the cycle is sitting on the front page in plain sight while everyone argues about something else.

Altman vs. Musk isn’t going to crash the market. But it’s the kind of story that, six months from now, gets cited as the moment the AI narrative cracked. The tape is already moving. The leadership has already changed. The OPCH calls tripling in a week aren’t a fluke — they’re a tell.

The question isn’t whether the market peaked. The question is whether you’re still holding what got you here, or whether you’re already rotating into what gets you through the next phase.

Smart money’s already answered.

Disclaimer: This content is for educational purposes only and does not constitute financial advice. Options trading involves risk, and not all trades will be profitable. Always manage risk responsibly.

KEEP READING


Apr 25, 2026•By Hidden Stock MarketThe Rich Are Getting Richer on OpenAI and SpaceX While Public Market Traders Get Crushed — Here’s the Divide Nobody Is Talking About.

Apr 17, 2026•By Hidden Stock MarketWhile Goldman Sachs Gets Crushed $40 on Earnings, Private Market Valuations Keep Climbing — The Rich Are Getting Richer and Here’s Exactly HowPrivate company valuations don’t trade on a ticker — they move on one thing only: the actual performance and growth trajectory of the underlying business.

Jan 26, 2026•By Hidden Stock MarketWhy the Rich Get Early Access and Everyone Else Buys the LeftoversWhy private company investors get richer while everyone else stays stuckView more


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Weekly Note

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May 11, 2026

The Weekly Note

Tech

Poland’s Internal Security Agency Reports Successful Breaches of 5 Water Treatment Plants, Says US is Next

Poland’s Internal Security Agency published a report detailing successful breaches of five water treatment plants where hackers gained access to industrial control equipment, with the worst-case scenario being direct tampering with water safety systems. 

The attribution points squarely at Russia. The broader report documented multiple acts of sabotage organized by Russian intelligence against Polish military facilities, critical infrastructure, and civilian targets — activity the agency described as “real and immediate,” with some incidents potentially resulting in fatalities. 

The US angle is what makes this more than a Poland story. CISA, the FBI, the NSA, and several other federal agencies issued a joint advisory last month warning that Iranian-backed hackers — specifically the group CyberAv3ngers, which previously breached water treatment plants in Pennsylvania in 2023 — are actively targeting programmable logic controllers at US water and energy utilities. Two separate state actors, same playbook, same target class.

The structural vulnerability is well-documented and largely unaddressed. Water utilities have consistently been flagged as soft targets — under-resourced, running legacy industrial control systems, and often lacking the security controls that would be considered baseline in financial or defense sectors.Read Full Story

Defense

Pacific Marines testing “pilot optional” UH-72 Lakota 

The Pentagon just inserted Wall Street into the room where defense contracts get signed.

Secretary Hegse just announced “Deal Team Six,” a crew of elite private sector negotiators housed within the Pentagon’s Economic Defense Unit and tasked with overhauling how the DoD strikes deals with defense contractors. The core grievance driving it is well-founded: decades of cost-plus contracting that rewarded delays, padded factory build costs onto the taxpayer, and let CEOs pocket the upside while schedule slippage became the norm.

The new model flips the equation. In exchange for steady, long-term production orders, contractors are expected to foot the bill for capacity expansion — new factories, assembly lines, and plants — while holding to flat pricing. Companies that don’t comply will simply be replaced.

The budget signal is worth noting. Deal Team Six received over $266 million in the FY2026 NDAA and is slated for more than $593 million in FY2027 — a doubling of its R&D and evaluation budget in a single year. That’s not a pilot program, that’s an institution being built.

The unit’s director is George Kollitides, formerly of Cerberus Capital Management’s defense practice — a signal that the Pentagon is importing private equity-style deal discipline, not just management consulting platitudes.Read Full Story

Critical Minerals

Germany eyes major vulnerability to US, Potash.

Sigma Lithium’s regulatory situation just went from bad to worse — and the timing couldn’t be more damaging.

Brazilian labor inspectors fined the company after discovering that trucks were actively depositing waste onto one of three waste piles that had been shut down since last December due to a “grave and imminent” risk to workers and the nearby community of Poco Dantas — the same pile where a partial rupture was previously reported near a local school.

The company’s conduct is making this worse than the original violation. Inspectors also fined Sigma for blocking their legal right to enter the work site to assess conditions — they had to observe the prohibited activity from outside the perimeter. That’s not a compliance gap, that’s active obstruction. 

Sigma is Brazil’s largest lithium producer, with the Grota do Cirilo mine — its only productive asset — carrying approximately 270,000 metric tons of annual concentrate capacity. The mine had already been inactive since October following a contractor dispute, and Sigma announced a resumption of operations in February despite the waste pile shutdown still being in effect.Read Full Story

Editors Pick

This is what happens when ideology, bureaucracy, and complacency are put before reality and the preparation for the unknown. 

California’s gas crisis is the convergence of three bad trends hitting at once — and the timing couldn’t be worse.

The average cost of regular gas in California is already over $6 — versus a national average of $4.54 — and the state has roughly six weeks of oil supply remaining, with its last tanker shipment from the Middle East delivering just 2 million barrels.

The structural problem predates the Iran conflict. The closures of the Phillips 66 Los Angeles refinery in 2025 and the Valero Benicia refinery in April 2026 together eliminated roughly one-fifth of California’s in-state refining capacity, creating a daily gasoline deficit potentially ranging from 6.6 to 13.1 million gallons. Layer on top of that the Iran-driven crude spike and the Hormuz closure, and you have a supply shock compounding a structural shortage.Read Full Story

Keeping You Lean, Mean

and in the Green.

NewsAMP Media.

Tech, Defense, and Minerals.


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Why This Hybrid AI Approach is Getting Massive Attention

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Terry Walker here,

There’s a new way some traders are using AI.

They call it the “Centaur” approach.

Not full automation.

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This Simple Ticker Is Ready Pop

IWM continues to show impressive relative strength as buyers pushed price cleanly above the R1 pivot and toward the upper end of its recent breakout range. The short-term moving averages remain stacked bullishly, while the PPO stays positive and appears ready to curl higher again after working off some near-term momentum excess. ADX is also beginning to turn back up with +DI firmly in control, signaling that trend strength may be re-accelerating rather than fading.…Read More


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USAU Smashes Past $18!!!

BOOM!!  (NASDAQ: USAU)

*NASDAQ:USAU* Is on FIRE! 

Holding strong as we head into the Back 9!! 

🫡

Can we see this rally past $18 again and hold into the close?? 

LFG!! *NASDAQ:USAU* 

Full report below:  👇

Billionaires Are Buying USAU—Here’s Why This Tiny U.S. Gold & Copper Powerhouse Could Be the Next Mining Mega-Winner!


A Fully Permitted NASDAQ Microcap May Quietly Becoming the Hottest Critical Minerals Play on Wall Street!

Smart Money Is Rotating OUT of Tech and INTO Dirt (Literally)!

There’s a quiet capital rotation happening right now—and it’s not going into AI hype cycles or overextended tech multiples. It’s flowing into hard assets: gold, copper, and U.S.-based critical minerals.

With geopolitical tension rising, fiat currency trust weakening, and governments scrambling to secure domestic supply chains, investors are re-pricing one thing fast: resource security matters again.

That’s where U.S. Gold Corp. (NASDAQ: USAU) enters the chat—not as a speculative explorer, but as a fully permitted, development-ready U.S. gold-copper producer sitting at the exact intersection of policy tailwinds and commodity supercycles.

This isn’t “hope and drill results.” 

This is shovels-ready infrastructure with federal momentum behind it.

USAU — The Fully Permitted Sleeper That Wall Street Is Starting to Notice

Let’s be clear: USAU isn’t your typical junior miner endlessly burning cash on early-stage drilling.

It’s a development-stage gold and copper company with its flagship CK Gold Project in Wyoming already fully permitted and construction-ready.

Translation? No years of waiting. No regulatory roulette. No “maybe someday” pipeline.

The CK Gold Project already carries:

  • ~1.0–1.6 million ounces of gold + 260M lbs copper 
  • ~85,000–110,000 ounces annual gold-equivalent production potential 
  • ~11-year mine life 
  • Low strip ratio (~0.98:1) and infrastructure-rich location near Cheyenne 
  • Estimated ~$394M initial capex with strong projected economics even under conservative pricing 

At higher gold assumptions, projected NPV scenarios scale aggressively—turning what looks like a modest mid-tier project into a cash-flowing machine in waiting.

This is why analysts are throwing out targets like $16.50, $22, and even $27.50 per share!

The Billionaire Signal — Why “Smart Money” Is Quietly Circling USAU

When names like Eric Sprott show up on the shareholder list, markets tend to pay attention later… and regret not paying attention earlier.

USAU’s investor base includes:

  • Resource legend Eric Sprott 
  • Franklin Templeton 
  • Mackenzie Investments 
  • Terra Capital Natural Resources Fund 
  • Other institutional and strategic holders across the mining ecosystem 

This isn’t retail hype—this is institutional conviction in a domestic critical minerals story with actual execution visibility.

And here’s the key signal: insiders and large capital allocators don’t pile into companies waiting for “potential.” They position for permits, feasibility, and financing pathways already in motion.

USAU checks all three.

CK Gold — The Rare “Build-It-Now” Asset in a Sea of Promises

The CK Gold Project isn’t theoretical anymore—it’s engineered, permitted, and practically waiting for financing to break ground.

Recent feasibility work outlines:

  • 11-year mine plan 
  • ~20,000 tons/day processing capacity 
  • Dry-stack tailings design (modern ESG-aligned mining) 
  • Updated metallurgy and processing flowsheet improvements 
  • Road, power, and water access already in place 
  • Wyoming jurisdiction = low sovereign risk, mining-friendly state 

Even more interesting: management has flagged additional upside beyond the current mine plan, including:

  • Resource expansion outside the reserve model 
  • Potential aggregate sales (turning “waste rock” into revenue) 
  • Higher recovery optimization opportunities 
  • Possible future exploration extensions nearby 

This isn’t a static mine—it’s a platform asset with multiple monetization layers.

Policy Tailwind — The Trump-Era Critical Minerals Push Changes Everything

One of the biggest underappreciated catalysts here is macro policy.

The U.S. government has been aggressively prioritizing:

  • Domestic gold and copper production 
  • Reduced reliance on foreign mineral supply chains 
  • Faster permitting pathways via federal dashboards 
  • Strategic critical mineral security frameworks 

That matters because USAU is already where most companies want to be—fully permitted and U.S.-based.

In a world where permitting delays can kill a decade of value creation, USAU’s biggest advantage might simply be this:

It’s already cleared the bureaucratic runway.

Why Investors Are Starting to Pay Attention NOW

Here’s the asymmetric setup:

  • Fully permitted project ✔ 
  • Institutional and billionaire ownership ✔ 
  • Feasibility study complete ✔ 
  • Financing discussions underway ✔ 
  • Construction timeline targeting mid-cycle execution ✔ 
  • Analysts projecting significant upside range ✔ 

Meanwhile, the broader backdrop is screaming:

  • Gold strength in macro uncertainty 
  • Copper demand rising from electrification 
  • Domestic resource security becoming national priority 

The Bottom Line

USAU Is No Longer Just a Mining Stock — It’s a Policy-Backed, Permitted, Institutionally-Supported Optionality Play!

U.S. Gold Corp. (NASDAQ: USAU) is transitioning from overlooked microcap to fully permitted, construction-stage critical minerals candidate with multiple catalysts aligned at once: financing, development, and macro policy support.

In a market obsessed with digital illusions, USAU is positioned in something far more tangible: real ounces, real copper, real land, real infrastructure—and real demand from governments and industry.

The story now isn’t whether USAU exists on the radar. It’s how long it may stay underappreciated before the market fully prices in what’s already been built.

Disclaimer



Hugealerts.com and Tradingwire.com are owned by Sideways Frequency LLC (“Sideways Frequency”). Press releases, research reports, company profiles and other investor relations materials, publications or presentations, including web content (investor awareness services) released by Hugealerts.com and Tradingwire.com are based on publicly available data obtained from sources we believe to be reliable but are not guaranteed as to accuracy and are not purported to be complete. As such, the information should not be construed as advice designed to meet the particular investment needs of any investor. Furthermore, some of the content contained in our publications and websites may contain forward-looking statements found in information made publicly available by the companies we highlight. This forward looking information fits within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 including statements regarding future possible events, expected continual growth of a company, the potential value of its securities, and look forward in time which include everything other than historical information, involve risk and uncertainties that may affect a company’s actual results of operation. We therefore strongly encourage that you visit and review any and all financial information made publicly available by highlighted companies.
Any opinions expressed in Hugealerts.com and Tradingwire.com reports, company profiles, or other investor relations materials and presentations are subject to change, are expressed and given as of the date of publication, and we disclaim any obligation to advise you of any change in any information contained herein.
The information contained herein is not intended to be used as the basis for investment decisions and should not be construed as advice intended to meet the particular investment needs of any investor. The information contained herein is not a representation or warranty and is not an offer or solicitation of an offer to buy or sell any security. To the fullest extent of the law,Hugealerts.com,Tradingwire.com and their affiliates, specialists, advisors, and partners will not be liable to any person or entity for the quality, accuracy, completeness, reliability or timeliness of the information provided, or for any direct, indirect, consequential, incidental, special or punitive damages that may arise out of the use of information provided to any person or entity (including but not limited to lost profits, loss of opportunities, trading losses and damages that may result from any inaccuracy or incompleteness of this information).
Stock market investing is inherently risky. Hugealerts.com, Tradingwire.com and their affiliates are not responsible for any gains or losses that result from the opinions expressed in press releases, on this website, in its research reports, company profiles or in other investor relations materials or presentations that it publishes electronically or in print.
We strongly encourage all investors to conduct their own research before making any investment decision. For more information on stock market investing, visit the Securities and Exchange Commission (“SEC”) at www.sec.gov. and/or the Ontario Securities Commission (“OSC”) at www.osc.gov.on.ca. and/or the British Columbia Securities Commission (“BCSC”) at https://www.bcsc.bc.ca/.



Income Disclosure

Sideways Frequency has been retained by Us Gold Corp (NASDAQ:USAU) and has received cash compensation of $3,130,00.00 to perform promotional and advertising services for a limited time. This agreement has been ongoing since April 2024 and is related to the engagement of investor awareness services for Us Gold Corp (NASDAQ:USAU). Sideways Frequency, Hugealerts.com, Tradingwire.comand their partners and affiliates may buy and sell shares of securities or options and warrants of the companies mentioned on this website at any time.


Sideways Frequency LLC and its affiliates may buy and sell shares of securities or options and warrants of the companies mentioned in this publication or website at any time but are not and will not at any time become affiliates or owners of more than 5% of the issued and outstanding stock of the highlighted companies.


Sideways Frequency and its beneficial owners and affiliates, including Hugealerts.com and Tradingwire.com own shares in Us Gold Corp (NASDAQ:USAU)


Investor awareness services and programs are designed to help small-cap companies communicate their investment characteristics. Sideways Frequency, Hugealerts.com, Tradingwire.com and their investor awareness services include the preparation of a research profile(s), multimedia marketing, and other awareness services based on the publicly available information of our clients and prepared by our partners. As such, our opinion is neither unbiased nor independent, and you should consider that when evaluating our statements regarding Us Gold Corp (NASDAQ:USAU).
 



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Monday’s Featured Content

Hims & Hers Earnings Preview: The Novo Nordisk Shift Puts GLP-1 Strategy in Focus

Reported by Jessica Mitacek. Originally Published: 5/8/2026. 

Hims & Hers branded weight loss kit open on a desk beside a smartphone displaying the Hims & Hers app.

Key Points

  • Following a settled legal dispute with Novo Nordisk, HIMS has transitioned from selling compounded weight-loss drugs to offering brand-name Wegovy and Ozempic.
  • While the deal was finalized in March, investors are eager to see if this pivot will boost the top line or if the financial impact likely won’t be seen until Q2.
  • Despite its recent rally, the stock remains highly volatile with short interest exceeding 35%. 
  • Special Report: Elon Musk already made me a “wealthy man”

Healthcare stocks have struggled in 2026. With a year-to-date (YTD) decline of about 6%, the sector has been the worst performer among all 11 S&P 500 sectors this year.

That weakness has been reflected in the YTD losses of some of Big Pharma’s biggest names, but it has also weighed on mid-cap stocks like telehealth platform Hims & Hers Health (NYSE: HIMS), which has fallen by more than 23% in 2026.

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One day after a big announcement from the U.S. Food & Drug Administration (FDA) sent HIMS shares up nearly 4%, the stock gave back those gains on Thursday, falling by nearly 5% as traders locked in profits.

Even so, that wasn’t enough to derail the stock’s recent rally. HIMS has gained nearly 32% over the past month and around 77% since its 52-week low on Feb. 27. As the company prepares to report Q1 2026 earnings on May 11, here’s what investors should watch for.

Is the Novo Nordisk Partnership Already Paying Off?

Following a well-publicized legal disputeearlier this year with Denmark-based Novo Nordisk (NYSE: NVO)—the eighth largest publicly traded pharmaceutical company in the world with a market cap of more than $204 billion—it has been smooth sailing for Hims & Hers.

Since Novo Nordisk dropped its patent infringement lawsuit on March 9, HIMS has been on a tear. Not only did the Danish firm abandon its case, but it also reached a deal that allows Hims & Hers to sell Novo Nordisk’s brand-name Wegovy and Ozempic through its direct-to-consumer and virtual medical services platform.

As part of that deal, Hims & Hers agreed to stop advertising its compounded GLP-1 products, a move that could prove prescient given the FDA’s announcement that it is proposing semaglutide, tirzepatide, and liraglutide be excluded from its 503B bulks list.

Wall Street will be watching to see how that deal has affected Hims & Hers’ top line. Although the strategic shift was announced on March 9, Novo Nordisk’s GLP-1 products were not available for sale through the online platform until March 26. The quarter closed on March 31, so those gross sales may not appear on Hims & Hers’ income statement until Q2.

Will Hims & Hers Continue to Show Subscriber Growth?

The market will also be looking for confirmation that Hims & Hers’ total subscribers are holding above 2.5 million, if not steadily growing from there. That benchmark was reached near the end of 2025 and marked a more than 16% increase from the 2.2 million subscribers the company had at the end of 2024.

That growth appears sustainable after Hims & Hers ended 2023 with 1.5 million subscribers. But more important than the raw subscriber count is how the telehealth company generates 90% of its recurring revenue from its customer base.

Approximately 82% of its users remain on the platform for more than three months, and if Hims & Hers can show that trend is sustainable, it should bolster full-year guidance.

Meanwhile, analysts are expecting earnings per share (EPS) of around three to four cents, which would mark an estimated 90% year-over-year decline. That may already be priced in, given the stock’s YTD performance, but a miss could accelerate selling.

The same goes for quarterly revenue, which consensus forecasts put in the range of $616 million to $619 million. Wall Street is already bracing for a “reset quarter” after revenue growth slowed from nearly 111% in Q1 2025 to less than 29% in Q4, so any surprise to the upside could spur another leg higher in the current rally.

Analysts Are Taking a Wait-and-See Approach

Despite an average 12-month price target of nearly $32, which implies potential upside of around 24%, Wall Street remains cautious on the stock.

Of the 17 analysts currently covering HIMS, four rate it a Buy, 12 rate it a Hold, and just one rates it a Sell. Overall, the stock carries a consensus Hold rating.

Institutional ownership of nearly 64% falls within the typical range for mid-cap companies. Outflows of $1.62 billion have nearly caught up with inflows of $1.8 billion over the past 12 months after selling accelerated in Q4 2025. But that trend reversed in Q1, with institutional selling 88% lower than institutional buying.

With a high beta of 2.43, the inherently volatile stock is currently drawing heavy interest from bears. Concerningly, more than 35% of the float—or nearly 70 million shares of the almost 228 million shares outstanding—is currently shorted.

Still, strong earnings could shift sentiment and move the stock closer to the consensus analyst price target. Shareholders and prospective investors should mark their calendars for Monday, May 11, when Hims & Hers Health reports Q1 2026 results.


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