Karim Rahemtulla, Co-Founder, Monument Traders Alliance

Karim Rahemtulla

Dear Reader,

Just over a week ago, I flew to Costa Rica.

And before you roll your eyes, yes, it was for work. I’m a lucky guy, what can I say?

But three days on the ground with a pair of international real estate scouts from Ronan McMahon’s Real Estate Trend Alert (RETA) team was, in fact, work.

We toured multi-million-dollar properties in master-planned communities modeled after Italian hill towns.

We also visited new project sites you won’t find by searching online.

I noticed the golden-sand beaches were busy in what was supposed to be the “off-season”.

Safe to say, Costa Rica is the place to be right now.

I didn’t just come back with a tan and post-trip depression…

I came back with a sharper perspective on international real estate.

Most people think of Costa Rica as a lifestyle destination. Beaches, surf towns, vacation homes.

Ronan looks at these markets the way I look at fundamentals on a company’s balance sheet.

He looks for constrained supply, infrastructure shifts, rising demand, pricing disconnects, and asymmetric upside.

What I saw on the ground confirmed what his team has been reporting for some time.Costa Rica isn’t a real estate story. It’s a scarcity story.

And one specific market is the last real chance to own true beachfront property in the country.

The 1977 Law That Took 95% of the Beachfront Off the Table

In 1977, Costa Rica passed the Maritime Zone Law. In plain English, it took the first 200 meters of every beach in the country and put it under government control.

The first 50 meters are public. Nobody can own them. The next 150 meters are leased to private holders through 20-year government concessions, not sold.

That means only 5% of Costa Rica’s oceanfront is titled freehold. The kind of ownership Americans take for granted at home, where land can be freely sold, inherited, or mortgaged.

The other 95% is leasehold from the government, with all the restrictions that implies.

And the small slice that is titled? It almost always lands in the hands of luxury hotel chains like the Four Seasons, the Ritz-Carlton Reserve, the Andaz, and the Waldorf Astoria. These are the players that can afford to develop the rare freehold parcels.

A retail buyer almost never sees a true titled beachfront deal in Costa Rica. The ones that do exist sell for prices that only make sense for a hotel operator with branded residences.

That’s the supply side of this market.

Now Look at the Demand Side

While the supply has been legally capped for nearly half a century, the demand has been quietly accelerating.

Costa Rica’s tourism arrivals just crossed 1.9 million through the early part of this year.

Direct flights now run into Liberia (the country’s Pacific airport), from Seattle, San Francisco, Boston, Philadelphia, and a dozen other U.S. cities.

The drive from the airport to the coastal resorts that used to take three and a half hours now takes thirty minutes on new highway infrastructure.

The country is no longer remote. It’s a four-hour flight from the East Coast.

And the money is following the access.

The development next to where I stayed in Las Catalinas is being built by Steve Case, the founder of AOL.

The homes around it are selling for $2 to $15 million. Those are U.S. prices… in Costa Rica.

When the guy who built one of the biggest tech companies of the 1990s is putting his own capital into the same Pacific coast you used to need a four-wheel-drive to reach, you are not looking at a speculative bet.

You are looking at a transformation that is already happening.

The One Exception Ronan Just Secured

Most people get this market wrong from the start.

If you fly down cold and start looking at houses on the open market, you are paying the prices I just told you about.

$2 million on the low end, $15 million on the high end of a normal range, not the outliers.

That’s the dumb way to do this.

The reason I flew down with Ronan’s team is that RETA works the other side of this market.

RETA scouts properties two and three years before the broader money arrives, negotiates group-buying power on pre-construction projects, and gets members in at prices not available to a retail buyer walking off the plane in flipflops.

The track record speaks for itself. RETA members have been making returns of 60%, 70%, and sometimes 90% on properties over the last few years.

Lots near Ojochal doubled in seven years. Two-bedroom homes near Playa Flamingo went from $286,800 to $500,000 in just 17 months.

And right now, the team has secured something exceptionally rare.

A titled true beachfront project on a 2.5-mile stretch of beach in Jacó, the closest beach town to Costa Rica’s capital, San José. About an hour from the airport on the Caldera Highway.

For years, Jacó was known mostly as a laid-back surf destination. That’s changing rapidly.

Luxury development is arriving and higher-end buyers are showing up. Pre-construction condo prices moved roughly 6% in a single quarter earlier this year.

According to Ronan, the new deal his team secured isn’t beach access, isn’t “steps from the beach,” isn’t across the road from the sand.

It is true titled beachfront. Step out from your condo, past your resort-style amenities, and directly onto the sand.

In a country where only 5% of the oceanfront is titled and almost all of it is owned by hotel chains, that’s a category-defining piece of inventory.

The Numbers

I asked Ronan to walk me through what he expects this deal to do over the next several years. His response:

“With this deal, we’ll have a chance to lock in what I believe will be gains of $223,000 just five years after taking the keys. These are luxury condos in a best-in-class true beachfront community. Our condos are going to be in massive demand as rentals. Short-term I’d expect $50,200 a year in gross rental income. That’s a 17% gross yield. And I’m being conservative.”

I have known Ronan for more than 20 years. He’s not the type to blow an opportunity out of proportion. When he says he’s being conservative on a 17% gross yield, that’s the floor of what he expects, not the ceiling. Logo

YOUR ACTION PLAN

This Tuesday, May 19, @ 2 p.m. ETRonan is joining me inside Monument Traders LIVE.

We are going to walk through what I saw on the ground, the specific Jacó deal, the numbers behind it, how RETA negotiates off-market pricing for its members, and how this particular project came together.

Ronan is also going to open this deal to attendees of the session. That part is unusual. Normally these projects are reserved for paying RETA members only.

If you’ve been thinking about diversifying trading profits into international hard assets, this is the right conversation to be in the room for.

ADD THIS EVENT TO YOUR CALENDARWant more content like this?

FUN FACT FRIDAY

Costa Rica saw a whopping 660% spike in residency applications year-over-year recently, catapulting it into the top four global residency programs favored by Americans.

This residency boom (tied to its “pure life” lifestyle, stability, and incentives) is supercharging real estate growth.

It’s drawing high-net-worth individuals and expats, with projections for a net influx of over 350 HNWIs in 2026 alone, bringing roughly $2.8 billion in investable assets.

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Are You Up for This “Money Ladder” Challenge?

Are You Up for This “Money Ladder” Challenge?

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Michael’s note: We got a fantastic response yesterday to the launch of Jeff Clark’s first-ever trading challenge.

Jeff is one of our in-house options trading experts. And he’s aiming to harness the big moves we’re seeing in stocks this year – and turn a $5,000 stake into $1 million in 12 trades or fewer.

Think of it like a money ladder. Each rung is a single trade, and the winnings from one trade become the stake for the next – climbing higher with each rung.

More than 3,000 folks tuned in to Jeff’s launch. But there are still slots available to join Jeff and the other Challenge participants.

The odds of hitting $1 million are still low, as Jeff is quick to admit. But as he gets into below, in his 43 years as a trader, he’s seen only a handful of markets this favorable for an attempt like this.

Over to you, Jeff…

BY JEFF CLARK, EDITOR, MARKET MINUTE

The press dubbed it Software-Mageddon.

In January, the AI company Anthropic released a product called Claude Cowork.

It can create software on demand. A small business owner can describe what he wants in plain English and have a working program built for him in minutes.

Wall Street did the math fast. If businesses can create their own software for a couple of hundred dollars of AI subscription fees, why keep paying hundreds of thousands of dollars to the software companies?

The selling was brutal. Over $1 trillion in software market value was wiped out in a matter of weeks. Salesforce (CRM) – which makes the software companies use to keep track of sales – fell 45% from its high.

And it wasn’t alone. The iShares Expanded Tech-Software ETF (IGV)– which tracks dozens of America’s biggest software names – plunged 35% from its September high in just five months.

That’s a faster collapse than most investors will live through more than two or three times in a career.

Every pundit on every financial network was saying the same thing: AI is going to destroy the software industry.

I disagreed.

Not because I’m an expert on the software industry or AI. But because of what the IGV stock chart was telling me.

By Feb. 24, IGV was trading more than 20% below a key trendline called the 50-day moving average. In my 40-plus years of trading, this fund had almost never strayed more than 12% from that line before snapping back.

That morning, I told my Jeff Clark Trader subscribers to buy a call option on IGV. We paid $2.50 a contract.

Seven days later, we sold it for $5.50.

A 120% gain – in one week – on a sector everyone else had given up for dead.

And over the last year, I’ve given my subscribers the chance to make 13 other triple-digit wins and 51 double-digit wins.

Those are the kinds of gains you can make as an options trader during the disruptions we’re seeing in today’s market.

It’s why I’m so excited about that 12 Trades to $1 Million trading challenge I launched yesterday. These are ideal conditions for an options trader like me.

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This Is Not a Normal Market

The kind of move we saw in IGV doesn’t happen in a normal market.

In a normal market, a sector ETF doesn’t fall 35% in five months on the back of a single product announcement. Stocks don’t reprice 20% or 30% in a single session. Companies that should be steady don’t start moving like speculative small caps.

But this isn’t a normal market.

In a slow, grinding bull market, the kind of mean-reversion trade I took on IGV is hard to find. Stocks drift higher in a steady line. The rubber band never stretches far enough to snap. Most of my trades, in those years, are quiet doubles on quiet setups.

But in a disruption window – when stocks are moving 20% in a session and sectors are repricing overnight – the rubber band stretches far. And when it snaps back, it snaps back hard and fast.

That’s why I’ve issued the first-ever trading challenge of my career.

It’s built around the idea of a “money ladder.” We’ll start with a $5,000 stake. Then we’ll try to turn it into $1 million in 12 trades or fewer.

Low Odds, But Not Impossible

As longtime readers will know, this isn’t how I typically trade.

I’m a conservative, low-risk trader. I use options to generate income and to make low-risk speculations. I like to take my profits off the table rather than letting them ride. This strategy has kept me in the options game for more than four decades.

There aren’t many options traders who can claim that sort of longevity. And, it is mostly due to my conservative style of trading.

But one of my team members recently went through the track record of my newsletter recommendations. And across nine years and 381 closed trades, there were 36 separate streaks of three or more winning trades in a row. Twenty-one of those streaks ran five trades or longer. Eight ran for eight trades or more.

And on two occasions, the streaks were long enough that – if you’d rolled a $5,000 stake from one trade into the next – you would have crossed the $1 million mark.

The first was during the 2023 banking crisis. Nine trades that could have turned $5,000 to $1.3 million with a rollover strategy.

The second was during the AI repricing of 2025. Twelve trades that could have turned $5,000 into $2.6 million.

The timing of those two streaks wasn’t a coincidence. On both occasions, market conditions looked a lot like what we’re seeing right now: high volatility, broken assumptions, stocks moving 20% or 30% in a single session, sectors getting repriced overnight as the rules of normal investing temporarily stopped applying.

The odds are still low of hitting $1 million. I want to be clear about that.

Even in the best conditions I’ve seen in four decades, this requires favorable markets, disciplined execution, and some luck. Any trading carries real risk of loss. The money you use for the challenge should not be money you rely on to put food on the table.

But for the right person with a few thousand dollars they can afford to lose, it’s worth a real attempt.

Here’s How We’ll Scale the Money Ladder

Like I said, I’m recommending challenge participants start with $5,000. But if $5,000 feels too steep, you can do this challenge with $500 or even $200.

Here’s how it works. Whatever you put into the first trade, we attempt to double it. We’re aiming for a 100% gain on each option trade.

So if you start with $500, it becomes $1,000. Then we exit that trade and move to the next one. The downside is that if we lose 50% on any given option position, we exit the trade as well.

We never want the entire account exposed to one position, and we never want to hit zero. So if we put $5,000 into the first trade and it gets cut in half, we’re down to $2,500 and we exit immediately.

Then we move to the sidelines and look for another opportunity.

Yes, there will be times when we cut a loss at 50% and the trade later reverses in our favor. That’s going to happen. But we can’t focus on hindsight.

The rules are simple – we enter an option trade, and if it doubles, we exit. If it gets cut in half, we exit.

If we’re correct and the trade doubles, that means we can lose two trades for every one winner and still break even. That’s a 33% win rate. Historically, we’ve done much better than that in my services over time, so I like the odds of this working in our favor.

I expect we’ll have the first trade recommendation out within the next few days. I’m waiting for a setup that I believe is a no-brainer before we jump in.

I’m not going to force these recommendations. If we sit in cash for a while, I’m perfectly okay with that because I want this challenge to be something we can look back on six months from now and say, “What a fantastic run that was.” Not only because we made money, but because we learned a lot, too.

I’m excited about what’s ahead over coming weeks and months as these disruptions roll on.

You can check out the full details of my challenge and how you can participate here.

Best regards and good trading,

Jeff Clark
Editor, Market Minute

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Matthew 5:38-39 – Jesus Teaches Turning the Other Cheek: A Lesson on Non-Retaliation

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Matthew 5:38-39

(38) “You have heard that it was said, ‘An eye for an eye and a tooth for a tooth.’ (39) But I tell you not to resist an evil person. But whoever slaps you on your right cheek, turn the other to him also.
New King James Version Change email Bible version

Some may have taken the Old Testament guideline (see Exodus 21:23-25) in a literal fashion. At first glance, it seems that, if a person’s tooth or eye were lost in a scuffle or accident, the one who caused the loss to happen would be required to forfeit his own tooth or eye. Though some may have demanded this in times past, it is clearly not God’s intent for the law. Instead, it is a principle, given in concrete, understandable terms, that damage is to be justly compensated.

According to commentator Adam Clarke, the Jews of Christ’s day abused this law to extract every last penny from another, and in the majority of cases, there was no mercy shown. Human nature being what it was then, and still is now, they insisted that the one who caused the problem receive every bit of punishment coming to him. In short, they wanted and exacted revenge! Jesus wants us to understand that His disciples are not to act this way.

In countering the faulty understanding of this Old Testament law, Jesus teaches, “But I tell you not to resist an evil person. But whoever slaps you on your right cheek, turn the other to him also” (Matthew 5:39). He begins by instructing us not to escalate the situation by stubborn resistance or, worse still, by perpetrating an additional offense. Elsewhere, Paul writes, “Repay no one evil for evil” (Romans 12:17). If offended, do not offend in return. If injured, do not inflict an injury in payment. In other words, retaliation is not the answer.

Note that Jesus is not speaking of dangerous situations, like facing a robber with murderous intent or a rapist on a dark street. On His mind are circumstances of daily life that are insulting, bothersome, or even mildly injurious, but not life-threatening. The Interpreter’s Bible comments on the latter half of the verse: “A blow with the back of the hand to the right cheek was an insult, thus the palm of the hand was now poised to bring a blow to the left cheek.” The blow is struck contemptuously rather than homicidally.

In a situation like this, the first thing that comes to most minds is revenge. Jesus desires that, rather than avenging oneself and acting with the same attitude of hatred as the aggressor, we reflect our calling and suppress the urge to seek vengeance. We should even be willing to take a second slap, this one from the other’s open hand, without retaliation. Such pacifism usually pours cold water on the situation, avoiding further tit-for-tat retribution.

— John O. Reid

To learn more, see:
Go the Extra Mile

Topics:

Responsibility, Sense of

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MAY 15TH, 2026

The AI stocks about to become worthless (and one that isn't)

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Today’s Top Stories

McDonald’s Is the Cheapest It’s Been in Years—Does That Make It a Buy?

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Be Ready: 3 Upcoming Catalysts Could Drive Oracle to Record Highs

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2 Ways to Play the Big Pharma Patent Cliff

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NOT buy any SpaceX IPO shares until you read THIS (Ad)

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BY JEFFREY NEAL JOHNSON | MAY 13, 2026 11:00 AM

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Analyst Ratings My MarketBeat Account Settings MarketBeat All Access Stock Lists Stock Screener Calculators Premium Reports Best Stocks to Buy in May Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla.
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Your Watchlist

MANAGE YOUR WATCHLIST AND MONITOR YOUR PORTFOLIO

Apple Inc. (AAPL)

$297.56 -0.65 (-0.22%) As of 5/15/2026 9:30 AM ET

OpenAI May Raise More Money as Compute Crunch Deepens, CFO Says 5/15 – YAHOO
Why are so many U.S. CEOs in China with Trump, and what do they want? 5/15 – YAHOO
The “Magnificent Seven” Has Gained $4.8 Trillion Since the Start of April. Here’s Why That’s a Risk to the S&P 500 and Nasdaq-100. 5/15 – FOOL
Apple And OpenAI Rift Puts AI Partnerships And Investor Focus In Spotlight 5/15 – YAHOO
Is Apple (AAPL) One of the Best US Stocks to Invest in According to Billionaires?5/15 – YAHOO

Amazon.com, Inc. (AMZN)

$261.71 -5.52 (-2.06%) As of 5/15/2026 9:30 AM ET

The 5 Most Interesting Analyst Questions From Inter Parfums’s Q1 Earnings Call5/15 – YAHOO
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.5/15 – 247WALLST
Be Ready: 3 Upcoming Catalysts Could Drive Oracle to Record Highs (AMZN)5/15 – MARKETBEAT
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%).5/15 – 247WALLST
Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock 5/15 – 247WALLST

Alphabet Inc. (GOOGL)

$395.62 -5.45 (-1.36%) As of 5/15/2026 9:30 AM ET

3 reasons we’re fans of Alphabet (GOOGL)5/15 – MSN
Google’s YouTube Revenue May Be Bigger Than Wall Street Thought, Topping Netflix5/15 – YAHOO
Be Ready: 3 Upcoming Catalysts Could Drive Oracle to Record Highs (GOOGL)5/15 – MARKETBEAT
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%).5/15 – 247WALLST
Matisse Capital Has $4.06 Million Stock Position in Alphabet Inc. $GOOGL5/15 – MARKETBEAT

Meta Platforms, Inc. (META)

$613.82 -4.61 (-0.75%) As of 5/15/2026 9:30 AM ET

UBS warns AI stocks are overheating as growth expectations collide with history5/15 – PROACTIVEINVESTORS
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%).5/15 – 247WALLST
Meta Platforms, Inc. $META Shares Acquired by Varma Mutual Pension Insurance Co 5/15 – MARKETBEAT
Meta Platforms, Inc. $META Stake Lowered by Highland Capital Management LLC5/15 – MARKETBEAT
Meta Platforms Confronts AI Talent Draft Protests And Escalating Regulatory Pressure 5/14 – YAHOO

Microsoft Corporation (MSFT)

$414.20 +4.77 (+1.17%) As of 5/15/2026 9:30 AM ET

Ackman reveals new Microsoft stake, calls valuation ‘highly compelling’5/15 – SEEKINGALPHA
Bill Ackman reveals new Microsoft stake — compares MSFT setup to earlier GOOG, AMZN, META bets 5/15 – MSN
Is Microsoft undervalued? Why Bill Ackman is buying MSFT at 21x earnings 5/15 – YAHOO
OpenAI May Need Even More Money For AI Race 5/15 – YAHOO
Microsoft Faces Next Step in OpenAI Trial5/15 – YAHOO

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Analysts’ Upgrades

Aveanna Healthcare (NASDAQ:AVAH) was upgraded by Stephens from “equal weight” to “overweight”. They now have a $11.00 price target on the stock. This represents a 41.9% upside from the current price of $7.75.Avita Medical (NASDAQ:RCEL) was upgraded by Lake Street Capital from “hold” to “buy”. They now have a $6.00 price target on the stock. This represents a 27.1% upside from the current price of $4.72.Cisco Systems (NASDAQ:CSCO) was upgraded by HSBC Holdings plc from “hold” to “buy”. They now have a $137.00 price target on the stock. This represents a 19.2% upside from the current price of $114.97.Crane NXT (NYSE:CXT) was upgraded by Northland Securities from “market perform” to “outperform”. They now have a $52.00 price target on the stock. This represents a 28.6% upside from the current price of $40.43.Societe Generale Group (OTCMKTS:SCGLY) was upgraded by Kepler Capital Markets from “reduce” to “hold”. The current price is $15.57.Timken (NYSE:TKR) was upgraded by JPMorgan Chase & Co. from “underweight” to “neutral”. They now have a $130.00 price target on the stock, up from $110.00. This represents a 11.6% upside from the current price of $116.49.
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Analysts’ Downgrades

Aegon (NYSE:AEG) was downgraded by Morgan Stanley from “overweight” to “equal weight”. The current price is $8.37.Alumis (NASDAQ:ALMS) was downgraded by HC Wainwright from “buy” to “neutral”. They now have a $25.00 price target on the stock. This represents a 10.7% upside from the current price of $22.58.Fermi (NASDAQ:FRMI) was downgraded by Evercore Inc from “outperform” to “in-line”. They now have a $11.00 price target on the stock. This represents a 60.5% upside from the current price of $6.86.Kohl’s (NYSE:KSS) was downgraded by Gordon Haskett from “buy” to “hold”. They now have a $14.00 price target on the stock. This represents a 19.7% upside from the current price of $11.70.StoneCo (NASDAQ:STNE) was downgraded by Citigroup Inc. from “buy” to “neutral”. They now have a $11.00 price target on the stock. This represents a 9.7% upside from the current price of $10.03.
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These AI stocks could go to zero. Here’s why. (Ad)Louis Navellier – who manages $1.1 billion including $358 million in AI stocks – says a new AI computer being built at a classified government facility in Tennessee could make today’s leading AI models obsolete overnight. He compares it to the iPhone moment that wiped out Nokia, BlackBerry, and Motorola.
When this machine comes online, it will reportedly accelerate AI breakthroughs 360-fold – compressing five years of progress into five days. Navellier has identified specific stocks he’d sell before this hits, and one ticker he’d buy before May 5th.

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Analysts’ New Coverage

Avidity Biosciences (NASDAQ:RNA) is now covered by Leerink Partners. They set an “outperform” rating and a $25.00 price target on the stock. This represents a 89.4% upside from the current price of $13.20.Cellectar Biosciences (NASDAQ:CLRB) is now covered by LADENBURG THALM/SH SH. They set a “buy” rating and a $10.00 price target on the stock. This represents a 216.2% upside from the current price of $3.16.CNB Financial (NASDAQ:CCNE) is now covered by DA Davidson. They set a “neutral” rating and a $34.00 price target on the stock. This represents a 11.9% upside from the current price of $30.39.Devon Energy (NYSE:DVN) is now covered by Evercore Inc. They set an “in-line” rating and a $54.00 price target on the stock. This represents a 13.0% upside from the current price of $47.79.Eastern Bankshares (NASDAQ:EBC) is now covered by DA Davidson. They set a “buy” rating and a $24.00 price target on the stock. This represents a 23.4% upside from the current price of $19.45.Orrstown Financial Services(NASDAQ:ORRF) is now covered by DA Davidson. They set a “neutral” rating and a $41.00 price target on the stock. This represents a 14.0% upside from the current price of $35.97.Solventum (NYSE:SOLV) is now covered by Wedbush. They set an “outperform” rating and a $94.00 price target on the stock. This represents a 25.4% upside from the current price of $74.97.J. M. Smucker (NYSE:SJM) is now covered by Evercore Inc. They set an “outperform” rating and a $117.00 price target on the stock. This represents a 17.8% upside from the current price of $99.34.Unity Bancorp (NASDAQ:UNTY) is now covered by DA Davidson. They set a “buy” rating and a $68.00 price target on the stock. This represents a 29.1% upside from the current price of $52.68.
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D-Wave Earnings Looked Weak, But Investors May Be Missing This

Written by Nathan Reiff

Earnings season is a pivotal moment for many stocks, but particularly for firms in a fledgling industry like quantum computing. When major player IonQ Inc. (NYSE: IONQ) reported results for the first quarter of 2026 in early May, investors took note of promising revenue growth, a raise to full-year guidance relative to prior projections, and a strong showing in both partnerships and system sales. Still, a crucial piece of the puzzle—profitability—remains missing.

Now, other big names in the pure-play quantum sphere are sharing their own results, including from firms like D-Wave Quantum Inc. (NYSE: QBTS)and Rigetti Computing (NASDAQ: RGTI). D-Wave, known for its sizable cash holdings and recent purchase of Quantum Circuits Inc., stands out for its dual focus on two distinct technological approaches to quantum computing.

Like IonQ, the company noted several compelling developments in its Q1 2026 earnings, particularly in bookings, sales pipeline, and technological advances.

However, top- and bottom-line performance may have contributed to a post-earnings selloff that brought the share price down 7% on May 12, reversing the recent mini-rally initiated in April.

The Bright Spots in D-Wave’s Earnings: Bookings, Recurring Revenue, Sales Pipeline, and More

A number of highlights emerge from a closer look at D-Wave’s first quarter of the new year. Notably, quarterly bookings reached $33.4 million, a record for Q1 and a massive increase of about 2,000% year-over-year (YOY). This figure is impressive on its own, but one of the real strengths here is D-Wave’s major growth to its quantum-computing-as-a-service (QCaaS) business, which climbed by 15% YOY to $1.8 million in revenue. QCaaS positions D-Wave to be able to build recurring revenue into its stream, which could be crucial in its efforts to achieve sustainable profitability. A $10-million enterprise QCaaS agreement from Q1 was a major driving factor here.

The company’s sales pipeline is shining as well, with growth of more than 100% sequentially to Q1 2026. D-Wave sees system sales—the lion’s share of its revenue so far—totaling two or three per year going forward, with at least two projected for 2026. These big-ticket sales do not necessarily mean recurring revenue, but they vastly outsize other revenue streams for the firm at this point.

Technological advances are also crucial for any quantum computing company, and D-Wave highlighted some important ones for the first three months of the year. A standout achievement for the company is its roadmap to 100 logical qubits, a major technological breakthrough, which it believes can be achieved by 2032.

Finally, investors have been waiting for signs as to whether D-Wave has been able to maintain its historically strong cash position. With more than $588 million in cash and equivalents as of the end of the quarter, the company’s reserves remain healthy.

The Reason for the Share Price Decline

It’s difficult for D-Wave to avoid negative headlines for its top- and bottom-line performance in the quarter, despite all of the successes above. Notably, revenue of $2.9 million was down more than 80% YOY and came in about $1.3 million below analyst predictions. Though losses per share beat predictions by 3 cents, they nonetheless widened by 3 cents relative to the prior-year quarter.

A closer look may give long-term D-Wave investors some comfort. Part of the reason for the seemingly-massive revenue slippage is the fact that Q1 of last year saw the sale of a quantum annealing computer system for nearly $13 million. A single transaction can have a major impact on revenue performance, particularly when overall revenue is so low.

Still, that D-Wave is so susceptible to these significant shifts based on the timing of an individual system sale is a reflection of how reliant the company has been on these types of one-off deals. Investors will surely be happy to see the company move toward a more predictable, consistent revenue stream.

Investors in the quantum computing space will need to evaluate whether D-Wave is still a suitable target based on its performance relative to its peers (for one thing, Rigetti announced on the same day that its Q1 2026 revenue roughly tripled YOY to $4.4 million).

The path toward profitability may have become somewhat clearer based on QCaaS performance, but widening losses and the sizable gap between expected revenue and actual performance suggest that there may still be significant ground to cover.

D-Wave shares remain a Moderate Buy, with 14 out of 17 analysts bullish on the stock. READ THIS STORY ONLINE

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Nebius Upside Expands as AI Feedback Loop Intensifies

Written by Thomas Hughes

Nebius Group (NASDAQ: NBIS) is another example of a company in an AI-driven feedback loop. The rapid rise of AI infrastructure enables AI model training, which in turn enables inference, outcomes, use cases and increased demand.

Because outcomes tend to be positive, the technology advances with each cycle, strengthening the trend in a potentially indefinite loop. Nebius is well-positioned to benefit, as it provides both the infrastructure for training and inference and tools to support its development.

Nebius’ position was reflected in its recent earnings results, released May 13. The company continues to invest, and, according to CEO Arkady Volozh, unprecedented demand exceeds capacity. This suggests that upcoming results will further sustain the trend of outperformance relative to market expectations, and strength will continue until sufficient capacity is built. Based on the demand trends seen across the AI stack, including GPUs, CPUs, memory, and nuts-and-bolts plays in connectivity and networking, that won’t happen for at least a few years.

Nebius Debt Is a Concern, Offset by Rapidly Expanding Leverage

Nebius’ growing debt is a concern, as it blossomed during Q1, but less so than it was just a quarter ago. The offsetting details include quarterly results showing top- and bottom-line outperformance in Q1 and highly visible evidence that the company can profit at scale. Revenue surged by nearly 700%, outpacing the consensus estimate by several hundred basis points, underpinned by hyperscaler demand.

The impact on margin was significant, with leverage evident across all metrics. Gross margin improved by 2,300 basis points (bps), compounded by high-double-digit declines in R&D, G&A, and expenses margins, which left the company’s bottom line in much better shape than expected. The critical detail is that non-GAAP earnings per share of negative 23 cents outpaced the consensus by 58 cents, offering the market a pleasant surprise.

As concerning as Nebius’ rapid increase in debt may be, it is offset by balance sheet strength, cash flow, and a robust business pipeline. Balance sheet highlights include cash more than doubling, current and total assets rising, and equity increasing despite the increased debt. Debt leverage is also low, at less than 1X, given the more than $9 billion in cash, with the company’s core business experiencing robust demand. The likely outcome is that Nebius will have little trouble servicing its load and paying it off over time.

Nebius can be expected to continue investing, as it plans to deploy up to $20 billion in AI-related capital expenditure (CapEx) this year alone, but its pipeline more than offsets the strength. Deals in Q1 increased the backlog by approximately 250% to 4GW of contracted capacity, underpinned by hyperscalers such as Meta Platforms (NASDAQ: META), which is sufficient to more than double the company’s current-year revenue outlook. Plans now include a new AI factory in Pennsylvania, adding up to 1.2GW of capacity to the rapidly expanding network.

Analysts in Catch-Up Mode, Underpinning NBIS Stock Price Action

The analyst trends are bullish for NBIS, and the company continues to fire on all cylinders, forcing them to respond. As it stands, the trends include increasing coverage, firming sentiment, a 73% Buy-side bias to the Moderate Buy rating, and an uptrend in the consensus price target.

The only bad news is that price action is outpacing the consensus, setting the stage for a potential price correction. However, given the current trends, price corrections are likely to be buying opportunities, and institutions will be among the buyers.

MarketBeat data reveals institutional ownership at 20% and growing. The group has accumulated on balance every quarter since the IPO, ramping activity sequentially into Q1 2026, and sustaining the bullish tilt in early Q2. The Q1 earnings release provided no reasons to sell, only reasons to hold and build on positions over time.

Nebius stock price action is bullish, reflecting a strengthening market with potential to continue accelerating. Signs of strength include the sequentially larger candles formed in late April and early May, as well as the convergence of MACD.

It shows market momentum is building to record highs and indicates a high probability that higher prices will be set. Technical risks include the stochastic indicator, which signals overbought conditions, but it can remain within its range for weeks and months during bull-market rallies.

Catalysts include backing from NVIDIA (NASDAQ: NVDA). NVIDIA pledged $2 billion in funding to assist the data center buildout, promising early and sufficient access to next-generation chips. The deal affirms Nebius’ critical role in the AI infrastructure industry and derisks its outlook. Other catalysts include the company’s operations, which enable cost efficiency, superior performance, and reduced power consumption. READ THIS STORY ONLINE

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Plug Power Flips The Switch On Profitability

Written by Jeffrey Neal Johnson

A dramatic operational recovery is creating a powerful new narrative in the hydrogen sector. Shares of Plug Power (NASDAQ: PLUG) jumped following its first-quarter earnings report, which signaled a decisive inflection point in its path to profitability.

A 22% year-over-year revenue expansion and significantly narrower losses provided the fundamental firepower, but it was the underlying strategic execution that demanded investor attention. By aggressively expanding margins and fortifying its balance sheet, Plug Power is building a sustainable growth model. This turnaround is not only validating a bullish long-term outlook but also creating immense pressure on the over 24% of the float currently held short.

From Burning Cash to Building a Profit Engine

For quarters, Plug Power’s primary headwind has been severe margin compression, but the latest earnings data shows a sharp reversal of this trend. Gross margin improved by 42 percentage points, moving from a deeply negative 55% in the prior-year quarter to a much more manageable negative 13%.

This change was not an accounting trick but the result of tangible cost-down initiatives. The Project Quantum Leap strategy, first unveiled in 2025, is now bearing fruit, evidenced by a year-over-year reduction of more than 30% in GenDrive per-unit service costs.

Simultaneously, fuel margin rates improved by 54 percentage points, driven by better leverage across the Plug Power hydrogen network and more favorable third-party sourcing contracts. This operational tightening is the core catalyst validating the bullish reversal thesis.

While the headline GAAP earnings per share figure was a loss of 18 cents, this figure includes approximately $140 million in non-cash charges, primarily related to convertible debt and warrant valuations. When these non-operational, market-driven adjustments are excluded, Plug Power’s adjusted EPS stands at a loss of only 8 cents. This figure not only beat analyst expectations of a 9-cent loss but also paints a clearer picture of a business making substantial progress in its underlying economics. The performance reinforces management’s guidance of achieving a positive run rate for earnings before interest, taxes, depreciation, and amortization (EBITDA) by the fourth quarter of 2026.

Funding the Future Without the Dilution Drain

A key concern that has weighed on investors has been Plug Power’s historic cash burn. Management is addressing this head-on with a multi-pronged strategy focused on non-dilutive capital generation, aiming to fund operations through to its positive EBITDA target without harming shareholder value. An expected $275 million is anticipated from hydrogen project asset monetizations, including a key deal with Stream Data Centers. The first transaction from this program, valued at approximately $142 million, is expected to close in June 2026.

In a more immediate cash injection, Plug Power is finalizing the sale of a Section 48 Investment Tax Credit from its St. Gabriel, Louisiana joint venture. This is projected to deliver $39.2 million in proceeds by the end of May 2026, providing a timely liquidity buffer.

Beyond asset sales, Plug Power is targeting internal efficiencies. Management has laid out a plan to reduce elevated inventory levels by at least $100 million in the second half of the year. Successfully executing this supply chain normalization represents another critical, non-dilutive source of capital to fund its growth objectives and further insulate its balance sheet.

Gridlock Is Creating a Green Light

While near-term catalysts are focused on margins and liquidity, a powerful long-term energy narrative is solidifying the business case for hydrogen infrastructure. A growing challenge for large-scale industrial and logistics operations is the strain on local utility grids, exacerbated by the power demands of data centers and widespread electrification.

This problem has created a compelling new value proposition for Plug Power’s on-site solutions. Enterprise clients such as Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) are increasingly leveraging GenDrive and GenFuel systems as behind-the-meter power sources. This strategy allows a facility to offload roughly 2 MW of electricity demand from the grid, a significant advantage where utility power is constrained, expensive, or unreliable. This pivot from a simple productivity tool to a mission-critical energy solution represents a massive addressable market.

Disruptions in global energy markets have also renewed interest in energy security and synthetic fuels. This has been a notable tailwind for Plug Power’s electrolyzer business, which saw revenues climb 343% year over year.

While international projects can face regulatory delays, Plug Power is mitigating this risk by diversifying its pipeline and advancing key North American contracts, like the 275 MW engineering design award in Quebec, which fall under a more predictable permitting framework. This domestic focus, combined with the clear demand from enterprise customers for grid independence, provides a stable, growing revenue base to complement the more complex international opportunities.

The High-Voltage Case for Plug Power

The combination of a fundamental business turnaround and a powerful new energy narrative has created a compelling setup for Plug Power. The bull case rests on the continued recovery of margins and on Plug Power’s strategic positioning as a key solution to the modern energy crisis.

As more enterprises face grid-related growth constraints, the demand for behind-the-meter solutions is poised to accelerate, providing a durable tailwind. This robust strategic positioning is what makes the large short interest a secondary, albeit potentially explosive, factor. Each milestone achieved in the turnaround plan makes a bearish thesis less tenable.

The primary risk remains execution, though Plug Power has laid out a clear, multi-faceted plan to manage its cash flow and fund its path to profitability. Should there be any stumbles in the asset monetization timeline, Plugs’ aggressive inventory reduction and the imminent tax credit cash infusion provide significant operational buffers.

For investors, the focus should be on the execution of this strategy. The dramatic improvement in gross margins appears to be the definitive inflection point, suggesting that Plug Power is successfully navigating its transition from a high-growth, cash-burning innovator to a sustainable and profitable energy-tech leader. READ THIS STORY ONLINE

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Today’s BlessingMay 15, 2026

Discover Your Path

The Bright Spots in D-Wave’s Earnings: Bookings, Recurring Revenue, Sales Pipeline, and More

The Reason for the Share Price Decline

Nebius Debt Is a Concern, Offset by Rapidly Expanding Leverage

Analysts in Catch-Up Mode, Underpinning NBIS Stock Price Action

From Burning Cash to Building a Profit Engine

Funding the Future Without the Dilution Drain

Gridlock Is Creating a Green Light

The High-Voltage Case for Plug Power

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May 15, 2026