Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
“Don’t Say I Didn’t Warn You”
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors – no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold’s rally into reliable monthly payouts. The next distribution is just days away.
Insider Trades for Datadog, SEI Investments, Vicor, Sezzle, National Energy Services Reunited, Nexstar Media Group and more…VIEW LATEST INSIDER TRADESJune 30th, 2026 | Unsubscribe
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.
Is Your Portfolio Ready for The Upcoming Correction? (ad)Gold just broke another record – a classic flight-to-safety signal that the smartest money on Wall Street is already acting on. With the NASDAQ pricing in optimism over fundamentals and global tensions continuing to rise, a market correction could arrive without warning.
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Recent U.S. Insider BuyingCompanyInsider NameBuy/SellSharesTotal TransactionTransaction DateCurrent PriceSEC FilingARTV Artiva BiotherapeuticsRa Capital Management, L.P. DirectorBuy31,000 shares @ $8.88$275,280.006/25/2026$9.82CALC CalciMedicaFred A Middleton DirectorBuy248,972 shares @ $0.80$199,177.606/25/2026$0.87CASY Casey’s General StoresMike Spanos DirectorBuy256 shares @ $778.81$199,375.366/26/2026$794.13CGON CG OncologyBrian Guan-Chyun Liu DirectorBuy371,085 shares @ $66.87$24,814,453.956/25/2026$72.26LILA Liberty Latin AmericaJohn C Malone DirectorBuy336,706 shares @ $6.96$2,343,473.766/25/2026$7.84LILA Liberty Latin AmericaJohn C Malone DirectorBuy45,300 shares @ $20.45$926,385.006/25/2026$7.84LILAK Liberty GlobalJohn C Malone DirectorBuy336,706 shares @ $6.96$2,343,473.766/25/2026$7.78LILAK Liberty GlobalJohn C Malone DirectorBuy45,300 shares @ $20.45$926,385.006/25/2026$7.78NXST Nexstar Media GroupPerry A Sook CEOBuy12,235 shares @ $162.26$1,985,251.106/26/2026$179.53PAM Pampa EnergiaMarcos Marcelo Mindlin DirectorBuy287,916 shares @ $3.37$970,276.926/26/2026$81.61PASG Passage BioLynx1 Capital Management Lp Major ShareholderBuy50,055 shares @ $4.12$206,226.606/25/2026$4.87PBLS Parabilis MedicinesGuy Levy Major ShareholderBuy500,000 shares @ $20.00$10,000,000.006/11/2026$29.482,000 missiles didn’t hit Iran. They hit China. (ad)Iran sold 90% of its oil to China. Venezuela secretly shipped 80% of its exports to the same buyer. Within 60 days, America cut both supply lines – starving China’s AI power grid of the cheap, endless fuel it needs to compete.
Now all that energy flows through a single American chokepoint: one company, 140,000 miles of steel, and no competition. Dylan Jovine has identified the stock at the center of this strategy, along with three ascending price targets.
Recent U.S. Insider SellingCompanyInsider NameBuy/SellSharesTotal TransactionTransaction DateCurrent PriceSEC FilingAHR American Healthcare REITBrian Peay CFOSell25,000 shares @ $50.70$1,267,500.006/26/2026$52.45ARX AccelerantFrancis James Oneill InsiderSell73,500 shares @ $13.06$959,910.006/25/2026$12.12BABA Alibaba GroupFan (Fj) Jiang CEOSell13,579 shares @ $12.10$164,305.906/25/2026$96.77BABA Alibaba GroupHong Xu CFOSell175,054 shares @ $12.15$2,126,906.106/25/2026$96.77BEAM Beam TherapeuticsFmr Llc InsiderSell33,372 shares @ $35.12$1,172,024.646/25/2026$35.21BEAM Beam TherapeuticsFmr Llc InsiderSell251,488 shares @ $35.26$8,867,466.886/26/2026$35.21CAPR Capricor TherapeuticsAnthony Bergmann CFOSell24,100 shares @ $30.38$732,158.006/25/2026$24.10CBRS Cerebras SystemsDhiraj Mallick COOSell13,314 shares @ $184.89$2,461,625.466/25/2026$215.32CBRS Cerebras SystemsDhiraj Mallick COOSell20,000 shares @ $173.73$3,474,600.006/26/2026$215.32CBRS Cerebras SystemsDhiraj Mallick COOSell36,131 shares @ $169.28$6,116,255.686/25/2026$215.32CBRS Cerebras SystemsYagnesh Patel CAOSell3,954 shares @ $174.03$688,114.626/26/2026$215.32CBRS Cerebras SystemsYagnesh Patel CAOSell6,079 shares @ $171.53$1,042,730.876/25/2026$215.32CBRS Cerebras SystemsAndrew D Feldman CEOSell17,990 shares @ $173.06$3,113,349.406/25/2026$215.32CBRS Cerebras SystemsSean Lie CTOSell10,033 shares @ $170.07$1,706,312.316/25/2026$215.32CBU Community Financial SystemMark J Bolus DirectorSell12,191 shares @ $67.00$816,797.006/25/2026$67.06CRWD CrowdStrikeGeorge Kurtz CEOSell1,720 shares @ $695.55$1,196,346.006/26/2026$759.80CRWD CrowdStrikeGeorge Kurtz CEOSell2,500 shares @ $680.21$1,700,525.006/25/2026$759.80CRWD CrowdStrikeGeorge Kurtz CEOSell780 shares @ $687.14$535,969.206/26/2026$759.80CVCO Cavco IndustriesAllison Aden EVPSell1,473 shares @ $625.00$920,625.006/25/2026$617.91CYTK CytokineticsSung Lee EVPSell3,134 shares @ $85.00$266,390.006/29/2026$85.50DDOG DatadogAmit Agarwal DirectorSell20,000 shares @ $220.12$4,402,400.006/25/2026$258.94FNF Fidelity National FinancialPeter T Sadowski EVPSell69,196 shares @ $45.70$3,162,257.206/26/2026$47.73GLBE Global-e OnlineNir Debbi PresidentSell5,180 shares @ $34.66$179,538.806/25/2026$34.71GLBE Global-e OnlineShahar Tamari COOSell28,623 shares @ $36.02$1,031,000.466/26/2026$34.71GLBE Global-e OnlineShahar Tamari COOSell15,235 shares @ $35.13$535,205.556/25/2026$34.71GOOG AlphabetMarsida Saraci CAOSell449 shares @ $341.72$153,432.286/26/2026$353.47GOOGL AlphabetMarsida Saraci CAOSell449 shares @ $341.72$153,432.286/26/2026$356.99HNGE Hinge HealthInsight Holdings Group, Llc Major ShareholderSell1,466,667 shares @ $82.83$121,484,027.616/29/2026$83.18HNGE Hinge HealthInsight Holdings Group, Llc Major ShareholderSell530,982 shares @ $71.82$38,135,127.246/25/2026$83.18IMNM ImmunomeRobert Lechleider InsiderSell55,000 shares @ $19.85$1,091,750.006/25/2026$21.28KEYS Keysight TechnologiesSatish Dhanasekaran CEOSell507 shares @ $361.32$183,189.246/25/2026$351.70MGRC McGrath RentCorpJohn Lieffrig VPSell2,000 shares @ $125.00$250,000.006/25/2026$122.03MTSI MACOM Technology SolutionsDonghyun Thomas Hwang SVPSell2,620 shares @ $383.87$1,005,739.406/25/2026$379.05NESR National Energy Services ReunitedYousif Mohammed Ali Al-Nowais DirectorSell1,919,594 shares @ $26.80$51,445,119.206/25/2026$29.56NTES NetEasePaul William Boltz Jr General CounselSell10,000 shares @ $128.30$1,283,000.006/29/2026$129.47OSCR Oscar HealthMark T Bertolini CEOSell615,142 shares @ $28.61$17,599,212.626/25/2026$28.85OSCR Oscar HealthMark T Bertolini CEOSell591,168 shares @ $29.28$17,309,399.046/26/2026$28.85P EverpureAndrew William Fraser Brown DirectorSell4,735 shares @ $72.57$343,618.956/25/2026$76.03PBF PBF EnergyControl Empresarial De Capital InsiderSell205,570 shares @ $42.01$8,635,995.706/25/2026$45.35PBF PBF EnergyControl Empresarial De Capital InsiderSell200,000 shares @ $42.79$8,558,000.006/26/2026$45.35PFGC Performance Food GroupErika T Davis InsiderSell2,595 shares @ $110.00$285,450.006/26/2026$111.98PGC Peapack-Gladstone FinancialJohn P Babcock EVPSell5,000 shares @ $47.11$235,550.006/29/2026$47.36PGY Pagaya TechnologiesSanjiv Das PresidentSell14,000 shares @ $15.83$221,620.006/25/2026$18.21QLYS QualysSumedh S Thakar CEOSell10,000 shares @ $120.48$1,204,800.006/26/2026$138.55RSKD RiskifiedErez Shachar DirectorSell124,085 shares @ $4.96$615,461.606/25/2026$5.02RSKD RiskifiedErez Shachar DirectorSell356,000 shares @ $5.02$1,787,120.006/26/2026$5.02RSKD RiskifiedRavi Kumaraswami InsiderSell33,399 shares @ $5.00$166,995.006/25/2026$5.02RYAAY RyanairJohn Jh Hurley InsiderSell15,000 shares @ $31.24$468,600.006/26/2026$64.52SE SEAGang Ye COOSell10,000 shares @ $89.58$895,800.006/26/2026$95.21SEIC SEI InvestmentsAlfred P West Jr ChairmanSell50,000 shares @ $87.25$4,362,500.006/26/2026$87.63SEIC SEI InvestmentsAlfred P West Jr ChairmanSell7,332 shares @ $87.39$640,743.486/29/2026$87.63SEZL SezzleLee Dickson Brading CFOSell4,426 shares @ $165.19$731,130.946/25/2026$171.10SEZL SezzleLee Dickson Brading CFOSell5,574 shares @ $169.55$945,071.706/26/2026$171.10SJM J. M. SmuckerJeannette L Knudsen InsiderSell4,353 shares @ $115.08$500,943.246/26/2026$113.80SOPH SOPHiA GENETICSJurgi Camblong CEOSell50,069 shares @ $5.80$290,400.206/26/2026$5.87STRL Sterling InfrastructureMark D Wolf General CounselSell2,500 shares @ $888.00$2,220,000.006/25/2026$838.98TEM Tempus AIJames William Rogers CFOSell11,529 shares @ $55.00$634,095.006/25/2026$58.11TTMI TTM TechnologiesJames P Walsh COOSell2,113 shares @ $208.94$441,490.226/25/2026$188.50TTMI TTM TechnologiesElizabeth Romo CAOSell720 shares @ $208.92$150,422.406/25/2026$188.50TTMI TTM TechnologiesDaniel L Boehle CFOSell4,218 shares @ $208.94$881,308.926/25/2026$188.50TTMI TTM TechnologiesTom Clapprood InsiderSell1,239 shares @ $208.95$258,889.056/25/2026$188.50TTMI TTM TechnologiesDale Martin Knecht SVPSell2,014 shares @ $208.94$420,805.166/25/2026$188.50TTMI TTM TechnologiesShawn A Powers EVPSell3,367 shares @ $208.94$703,500.986/25/2026$188.50TTMI TTM TechnologiesDaniel J Weber EVPSell2,915 shares @ $208.94$609,060.106/25/2026$188.50TTMI TTM TechnologiesDouglas L Soder EVPSell2,874 shares @ $208.94$600,493.566/25/2026$188.50TTMI TTM TechnologiesCatherine A Gridley EVPSell3,056 shares @ $208.94$638,520.646/25/2026$188.50TTMI TTM TechnologiesRobert P Farrell InsiderSell1,304 shares @ $208.92$272,431.686/25/2026$188.50UTHR United TherapeuticsMartine A Rothblatt CEOSell9,500 shares @ $543.97$5,167,715.006/26/2026$541.21VICR VicorJames F Schmidt CFOSell1,000 shares @ $331.68$331,680.006/25/2026$379.13VICR VicorPatrizio Vinciarelli CEOSell20,000 shares @ $323.05$6,461,000.006/26/2026$379.13WDAY WorkdayDavid A Duffield Major ShareholderSell107,500 shares @ $115.60$12,427,000.006/25/2026$122.35WRLD World AcceptanceCharles D Way DirectorSell833 shares @ $210.00$174,930.006/26/2026$224.92XYZ BlockAnthony Mathew Eisen DirectorSell6,000 shares @ $74.80$448,800.006/26/2026$75.82XYZ BlockAnthony Mathew Eisen DirectorSell6,000 shares @ $78.93$473,580.006/29/2026$75.82ZLAB Zai LabYing Du CEOSell24,543 shares @ $17.46$428,520.786/26/2026$19.11QNC is building the security layer AI infrastructure needs (ad)As AI infrastructure expands, so does its vulnerability to quantum-era threats. Quantum eMotion (QNC) is addressing that gap with proprietary electron-based Quantum Random Number Generation technology and post-quantum cryptography platforms designed to protect critical systems before traditional encryption becomes obsolete.
QNC’s recent acquisition of SKV Technology and Jet Lab Technologies positions it as a full-stack cybersecurity provider spanning cloud, AI, defense, and embedded systems. With national governments prioritizing quantum security, QNC is emerging at the intersection of technology, security, and infrastructure protection.
Top Insider-Buying Stocks (Last 30 Days)CompanyShares PurchasedTotal Cost of Shares PurchasedNumber of Insider PurchasesNumber of Insiders BuyingCurrent Share PriceMarketBeat Consensus RatingMarketBeat Consensus Price TargetRead MoreFCBM First Carolina Financial Services116,655$1,458,258.001512$13.22N/A$0.00QNT Quantinuum411,032$24,661,920.001111$76.09Buy$98.75DPC DPC2,297,621$75,821,493.00119$50.38N/A$0.00EML Eastern13,264$285,179.00105$26.87Hold$0.00GUTS Fractyl Health171,493$127,150.0055$0.78Hold$5.40HRZN Horizon Technology Finance134,977$585,975.0055$4.71Hold$5.65BGDE Big Digital Energy, Inc. Common Stock78,691$563,381.0065$8.42Reduce$0.00BWFG Bankwell Financial Group5,056$265,326.0075$59.36Moderate Buy$52.00SSMR Sunshine Silver Mining & Refining59,565$804,128.0065$13.54Buy$18.50STRR Star Equity38,256$434,796.00164$11.10Hold$28.00
Top Insider-Selling Stocks (Last 30 Days)CompanyShares SoldTotal Cost of Shares SoldNumber of Insider SalesNumber of Insiders SellingCurrent Share PriceMarketBeat Consensus RatingMarketBeat Consensus Price TargetRead MoreDDOG Datadog838,269$202,002,190.002211$258.94Moderate Buy$242.09NXST Nexstar Media Group12,813$2,257,190.002510$179.53Buy$259.67QURE uniQure314,546$13,422,243.001810$46.17Moderate Buy$64.17TTMI TTM Technologies82,043$17,191,859.001910$188.50Buy$212.00ROKU Roku98,551$12,689,912.00119$138.25Hold$153.71MIAX Miami International220,750$9,327,182.00109$36.60Hold$51.20ESTC Elastic110,099$6,673,100.0077$56.76Moderate Buy$79.04GEVO Gevo320,182$451,243.0077$1.50Hold$2.75CXM Sprinklr324,295$1,711,168.0097$5.13Hold$7.79CRWV CoreWeave2,586,708$284,556,787.00307$98.14Moderate Buy$135.00More Calendars from MarketBeat and InsiderTrades.comToday’s Insider Trades CEO Purchases CFO Purchases COO Purchases Top Insider Buying Stocks Top Insider Selling Stocks Insider Trades Screener MarketBeat All Access
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By selling branded clothing, footwear, accessories, and home merchandise at prices well below traditional retailers, Burlington is delivering exceptional sales, earnings, and store expansion as a standout off-price retailer. Investors have noticed, sending the stock price surging over the past year.
But with higher valuation and rising expectations, the richly valued stock leaves little room for error. Investors looking to get in now need to balance the presence of cyclical risk and fierce competition with the prospects of a well-run company with proven results.
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America’s most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.See the 5 stocks to avoid
Burlington Delivers Another Strong Quarter
So far this year, the news remains positive. In fact, the company’s recent three-month results, reported in late May, were strong enough to lead to a higher full-year forecast.
With more than 1,200 off-price stores across the country, Burlington said total sales in its first fiscal quarter rose 14% to $2.85 billion, and comparable store sales, or stores that have been open for more than a year, increased 6%. Both were signs that customer traffic and the company’s pricing and selection strategies were working even with more demanding consumers.
Net income for the quarter came in at $115 million compared with $101 million in the year-ago period. Diluted earnings per share (EPS) rose to $1.79 from $1.58 a year earlier, while adjusted earnings came in at $128.9 million, or $2.01 per share, up 26%, and well above the company’s own previous guidance of $1.60 to $1.75. It was the company’s 14th consecutive quarter of double-digit earnings-per-share growth, the company said, signaling better operations beyond a single-quarter jump.
Indeed, the latest quarter continued a performance that was playing out last year. Burlington closed fiscal 2025 with total sales up 9%, comparable store sales up 2%, net income of $610 million, and an EPS of $9.51. In the fourth quarter of fiscal 2025 alone, sales rose 11%, comparable sales increased 4%, and earnings per share reached $4.84, up 20%.
Margins and Guidance Continue to Improve
Burlington’s core business is buying branded goods when available, moving it quickly through its stores, and keeping prices under control. When the three steps work together, growing margins are key to converting sales into higher profits. Formerly known as the Burlington Coat Factory, the company has more recently shifted from e-commerce exposure to all-in-store experiences with some smaller-format store strategies.
The company showed that its strategy is working. Gross margin in the first quarter expanded to 44.1% from 43.8% a year earlier. The margin in the preceding three months was 80 basis points higher than the year before. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in the first quarter rose more than 16% to $284 million.
Management’s response to the first-quarter results reinforced these increases. With the first-quarter results, Burlington raised its full-year fiscal 2026 adjusted EPS guidance to a range of $11.45 to $11.80, up from levels set three months earlier. This fiscal year’s projection compares with an adjusted EPS of $10.17 last year.
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors – no mining stocks, no options, no physical metal required.
Investors have been noticing. The stock is up more than 16% this year and nearly 50% over the past year.
Its current price-to-earnings (P/E) ratio is above 34, with a trailing EPS of $9.73, meaning there’s little room for error as the rest of the year plays out.
Analyst sentiment remains positive, though the expected upside is limited.
Burlington carries a Moderate Buyconsensus based on 15 buy ratings and five hold ratings, with an average price target of $353.56, a high target of $411, and a low target of $310.
With shares recently trading around $340, the consensus price amounts to little more than a 5% gain.
Competition and Economic Risks Remain
Retail also carries risks of its own. Burlington competes with some formidable opponents. TJX Companies (NYSE: TJX) and Ross Stores (NASDAQ: ROST), both with larger reach, more established buying organizations, and deeply ingrained customer habits.
Off-price retail requires ongoing competition for branded closeouts, inventory updates, and a balanced execution with thousands of daily decisions. While Burlington has been closing the gap with its larger peers, the margin for error is narrow.
The retail sector also contains macroeconomic risk. If inflation, wholesale costs, or a softening labor market begin to squeeze off-price traffic, even a well-run Burlington can feel pinched through smaller basket sizes, more markdown pressures, and more competition for value-oriented shoppers.
Patience May Be Rewarded
Investors should recognize that Burlington is a capital appreciation story. It does not pay a dividend, and the return investors receive depends on earnings growth and the market’s acceptance of a P/E value slightly above its two top competitors.
Burlington’s first-quarter fiscal 2026 report did much to strengthen its execution success. But the stock is well-valued while the economy and competition remain ever-potent factors.
For investors who can accept cyclical risk and are looking to capture a core slice of the American consumer, patience and stock pullbacks could provide a welcome bargain for this off-price retailer.
The AI build-out conversation tends to start and stop with chips. But the companies quietly landing multi-year, multi-billion-dollar contracts right now aren’t making semiconductors—they’re making the glass, connectors, and routing systems that hold the entire data center ecosystem together.
Lucas Downey of TradeSmith sees the AI infrastructure stack as five distinct layers: land and site development, power, cooling, compute, and memory, and finally, networking and connectivity.
That last layer—fiber, optics, and high-speed interconnects—is where he’s focused, and where he believes analysts are still playing catch-up.
The Shift From Copper to Glass
The transition driving demand here is straightforward: data centers are moving away from copper wiring and toward optical links made of glass and fiber. Optical connections carry data at the speed of light, generate less heat than copper, and reduce cooling costs.
For hyperscalers running massive AI workloads, those efficiency gains compound quickly.
Downey estimates AI infrastructure capital expenditure is approaching $1 trillion globally. The optical networking segment alone is seeing supply bottlenecks—there aren’t enough components to meet demand—which is exactly the kind of constraint that tends to reward established manufacturers with the capacity to scale.
Amphenol: Connectors at the Core of Every Rack
The first name Downey highlights is Amphenol Corporation (NYSE: APH), one of the world’s largest manufacturers of electronic connectors and interconnect systems. Amphenol isn’t making the lasers or chips—it’s making the physical connections between every component inside a data center: the racks, the servers, the assemblies. Every nanosecond of latency matters in high-speed AI workloads, and every connection counts.
The company delivered one of the biggest earnings beats of the recent season, with revenue of $7.62 billion, well above the Street’s estimate of $7.08 billion. Earnings per share (EPS) also beat, and guidance came in above expectations. Downey notes that the magnitude of this latest beat is what’s drawing renewed attention from analysts, who he says are still revising numbers higher.
Amphenol carries roughly a $200 billion market cap and has posted double-digit revenue and earnings growth projections extending out to 2028—making it, in Downey’s view, a core position in a theme that isn’t slowing down.
Corning: The Fiber Backbone of the AI Era
The most widely recognized name on the list is Corning Incorporated (NYSE: GLW), a company that has been manufacturing specialty glass for over 170 years and is now at the center of the next generation of optical fiber infrastructure.
Corning recently secured two significant hyperscaler deals. The first is a partnership with NVIDIA Corporation (NASDAQ: NVDA) to expand U.S.-based optical connectivity manufacturing—Corning expects to grow its U.S. optical connectivity capacity 10x and U.S. fiber capacity by more than 50% under the agreement. The second is a multi-billion-dollar deal with Amazon.com (NASDAQ: AMZN) for U.S. fiber manufacturing, announced earlier this month.
At a J.P. Morgan conference, Corning’s management projected its sales run rate reaching $20 billion by year-end, $30 billion by 2028, and $40 billion by 2030. On the earnings side, Downey points to EPS slated around $3.19 this year, accelerating to $4.21 next year and $5.75 in 2028. He expects those numbers to be revised higher as more hyperscalers follow NVIDIA and Amazon to the table.
The stock has already had a substantial run, and the analyst consensus has been slow to keep pace. Downey draws a direct parallel to Micron Technology (NASDAQ: MU), where analysts persistently underestimated the demand cycle before eventually catching up with a wave of estimate upgrades. He sees the same dynamic unfolding in optical.
Ciena: The Traffic Director of the Optical Network
The third name is Ciena Corporation (NYSE: CIEN), which Downey describes as the intelligent routing layer of the optical ecosystem. Where Amphenol handles physical connections, and Corning manufactures the fiber cables, Ciena optimizes how data travels through those cables—routing light-speed signals, managing bandwidth, and reducing congestion across distributed AI clusters with thousands of simultaneous data packets in motion.
Ciena’s recent earnings reflected the same demand story: EPS came in at $1.64 against estimates of $1.46, revenue beat consensus, and the company raised its full-year guidance to $6.3 billion—above the prior estimate of $6.15 billion—while noting margin expansion.
The stock has pulled back after a roughly 500% one-year run, which Downey attributes to seasonal mechanics—Russell index reconstitution and quarter-end rebalancing—rather than any change in fundamentals. He sees the pullback as a buying opportunity, with full-year 2026 EPS estimates around $6.50, accelerating to $9.65 the following year and $14.28 in 2028.
Following the Earnings, Not the Headlines
The broader framework Downey applies across all three names is the same: track where earnings estimates are going, not where the stock price has already been. When a company is landing multi-year deals with the world’s largest cloud providers, the official estimates tend to lag reality. Analyst upgrades follow contracts, and stock re-ratings follow upgrades.
Near-term volatility—whether from AI bubble headlines, sector rotations, or index rebalancing—doesn’t change the underlying demand picture. The data center build-out has committed capital stretching to 2030 and beyond. For investors willing to look past the noise, the optical layer may be the quietest opportunity left in an AI trade that’s anything but quiet. READ THIS STORY ONLINE
Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
“Don’t Say I Didn’t Warn You”
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change. DON’T BE LEFT BEHIND. CLICK HERE NOW.
Gold notched a notable turn in June, slipping into negative year-to-date territory after a sharp pullback from its January peak. The decline marked a sharp break from the metal’s powerful 12-month rally, as a stronger U.S. dollar, higher Treasury yields, easing safe-haven demand tied to the Iran conflict, and lingering inflation concerns all appeared to weigh on prices.
For investors, the question has pivoted from “how long will the rally last?” to “is this a normal correction—and, if so, is it a buying opportunity or a signal that further declines are on the way?” Fundamentally, gold still offers some vital diversification benefits, and many of the underlying reasons to seek out gold (fiscal deficits, uncertainty surrounding inflation, geopolitical turmoil) still remain. A comparison of several different means of building exposure to gold may be an instructive approach for investors on the fence in mid-2026.
Bullion or ETF Exposure?
While gold bullion provides the benefits of direct ownership and a lack of company-specific risk, most investors find its illiquidity, as well as the costs of storage and insurance, to be prohibitive.
Exchange-traded funds (ETFs) provide an easy means of accessing gold and tracking the spot price of the metal, less a modest expense ratio.
As the first U.S.-traded gold fund and the first fund to be backed by a physical asset, it not only established the trend but has continued to dominate: the fund has close to $132 billion in assets under management.
While the expense ratio of this fund of 0.40% is higher than the fees for many other ETFs across themes and strategies, the reality is that this expense is still likely lower than the cost of storing and protecting gold bullion for most investors.
For investors anticipating a continued decline to the price of gold, ETFs also offer the potential for inverse exposure. A riskier play than GLD due to its use of leverage, the ProShares UltraShort Gold Fund (NYSEARCA: GLL) is one of a small number of ways to bet against gold in the ETF space.
Utilizing futures rather than bullion, GLL aims for -2x the daily price of gold. As a leveraged fund, it resets daily, and holding GLL for longer than a single day will skew results.
However, those anticipating a very short-term decline in gold prices and willing to take a risk—leveraged funds also amplify losses as well as returns—might keep this fund in mind, despite its higher expense ratio of 1.26%.
How Gold Mining Stocks May Fit In
Gold mining stocks offer another type of exposure to gold, albeit an indirect one. These companies are typically closely tied to the performance of gold, and share prices often mimic gold bullion to some degree. However, operational success, production costs, reserve status and quality, management, and many other factors can also impact the share price of a gold miner.
Newmont Corp. (NYSE: NEM) is a very popular choice, not only because it is consistently one of the largest gold companies in the world both in terms of output and market capitalization, but also because of its performance record.
In Q1 2026, for instance, the company reported 46% year-over-year (YOY) revenue growth and a solid earnings beat, helping to drive a $6-billion share repurchase program.
Of course, this all took place while the gold rally still had momentum.
A host of smaller firms have a distinct risk/reward profile from the larger, diversified gold producers like Newmont.
Aura Minerals (NASDAQ: AUGO), for instance, is much smaller at only about $5 billion in market cap, but this firm still has mounting analyst support, including strong projected earnings growth of nearly 41% in the coming year.
If gold prices rebound, AUGO could be positioned for especially impressive returns. On the other hand, smaller companies may face more significant operational risks—having fewer mining locations, for instance, can leave a firm exposed to financial dangers should an accident or other unforeseen development halt production.
All told, investors must make a determination as to whether gold will continue to fall or if a rebound is in short order. A combination of methods of building exposure can help to diversify and mitigate risk; however, even if the price of the metal remains volatile. READ THIS STORY ONLINE
Trump’s $200 Billion Revolution Changes Everything AI
With 100X faster processing power… and 90% less energy usage… current AI systems could become obsolete. And three companies control the technology that could make it happen.DISCOVER THE “TRILLION DOLLAR TRIANGLE” HERE.
Every trader and investor should keep one principle close: wait for the opportunistic entry. Opportunistic entries are those unforeseeable, often irrational, price pullbacks that occur in otherwise healthy, growing, and attractive stocks. The story in July is that, between-cycle market angst, AI fears, and growth concerns, entry points have opened up in many high-quality stocks.
The likely outcome is that the headwinds that have been impairing price action as of early summer 2026 will begin to fade by early fall, at which point price recoveries will begin, if not before.
Amprius Technologies: Short-Sellers Capped Gains
Amprius Technologies’ (NYSE: AMPX) June price pullback was driven in large part by short sellers, who sold based on valid concerns about production capacity, order volume, and the company’s scalability. However, early-year results and orders suggest acceleration will continue in the upcoming quarters and may gain momentum as production ramps up.
This year’s catalysts include the U.S. government’s push to build up its drone capabilities and the Matternet deal, which marks a major commercial milestone and promises additional catalysts in the coming quarters. One such catalyst would be progress in battery cell design for Matternet’s drone delivery fleet, an eventual design win that would result in subsequent product orders.
The company’s upcoming Q2 results are another catalyst, expected to affirm the momentum seen in the previous quarter. Analysts forecast revenue to grow by more than 100% and the path to profitability to clear.
The 10 analysts tracked by MarketBeat rate the stock a Buy, with 90% Buy-side bias, and expect it to rise 65% from the late-June support target.
Oracle: Deeply Oversold With Backlog Conversion Closing In
Oracle’s (NYSE: ORCL) share price continues to be punished for its massive spending plans, growing debt, and dilution. However, the market is mispricing the stock, treating it as an emerging startup rather than a blue-chip tech company with a backlog of going on a trillion dollars. The takeaway is that this year’s price weakness is a historical opportunity to buy an AI-critical name at pennies on the dollar.
Trading near $150, Oracle’s forward price-to-earnings multiple (P/E) falls into the low-single digits within 10 years, suggesting several hundred basis points of stock price upside will be realized as backlog converts to revenue, cash flow, and earnings. MarketBeat tracks 38 analysts rating ORCL as a consensus Moderate Buy with 79% Buy-side bias and 80% upside from early 2026’s lows.
Snowflake: Melt-Up Can Gain Momentum
Snowflake’s (NYSE: SNOW) stock price melt-up began earlier this year when its results affirmed the AI-driven SaaS-pocalypse wasn’t happening. What is happening is that AI is underpinning demand for business, business is accelerating, and profitability is improving. Analysts responded well to Snowflake’s earnings news, raising the stock price outlook and setting the market up to advance.
The technical outlook is solid, with the market up sharply in Q2 and consolidating near highs. Convergence in the MACD suggests the market is getting strong and that fresh highs are coming. Analysts’ trends suggest only modest upside at the consensus, but even the consensus would be sufficient for a fresh high. The fresh high is significant as it would open the door to a more substantial technical move, more than 100% at the high-end range.
Salesforce: Left for Dead, Generates Cash Flow, Buys Back Shares
Salesforce’s (NYSE: CRM) stock price hit fresh lows in June despite the deep value presented and the strength of the company’s Q1 results. The sticking point was the guidance, which was viewed as mixed relative to the high bar analysts set.
Salesforce is not only growing but has accelerated back to a double-digit growth pace and is expected to continue that pace in upcoming quarters.
More importantly, Salesforce generates substantial cash flow and uses it to buy back shares. Buybacks reduced the count by an average of 1.9% for Q1 over the trailing 12-month period.
Forty-three analysts rate CRM as a consensus Moderate Buy with 63% Buy-side bias. CRM stock trades at a potential floor, the analysts’ lowest recorded target, with 65% upside forecasted by the consensus.
Zscaler: Cautious Guidance Sets Stage for Rapid Price Recovery
Zscaler’s (NASDAQ: ZS) stock price is down while its peers are in rally mode due to a shift in sales teams. The company’s key sales managers left, creating a temporary gap that prompted management to issue cautious guidance.
It will take time for the gap to be filled, but it will be, and sales will continue at a strong pace because Zscaler provides utility for its clients. The cloud-native platform secures remote access, limiting use to authorized personnel. It also inspects web traffic and protects data.
The bulk of analysts’ revisions spurred by the firm’s earnings news were reaffirmed ratings and price targets. Analysts assign ZS a consensus Moderate Buy rating. There is an 82% Buy-side bias within the data, and a forecast for a 55% upside from the 2026 lows.
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors – no mining stocks, no options, no physical metal required.
The Night Owl is a financial newsletter that provides in-depth market analysis on stocks of interest to individual investors. Published by MarketBeat and Early Bird Publishing, The Night Owl is delivered around 9:00 PM Eastern Sunday through Thursday. If you give a hoot about the market, The Night Owl is the newsletter for you.
As AI infrastructure expands, so does its vulnerability to quantum-era threats. Quantum eMotion (QNC) is addressing that gap with proprietary electron-based Quantum Random Number Generation technology and post-quantum cryptography platforms designed to protect critical systems before traditional encryption becomes obsolete.
QNC’s recent acquisition of SKV Technology and Jet Lab Technologies positions it as a full-stack cybersecurity provider spanning cloud, AI, defense, and embedded systems. With national governments prioritizing quantum security, QNC is emerging at the intersection of technology, security, and infrastructure protection.
Jeff Brown, Founder and CEO of Brownstone Research, says July 23 marks a pivotal turning point for biotech – one he has been tracking for four years.
He’s calling it ‘The Biotech Moment’: three converging market forces he believes could fuel the sector’s biggest gains yet. Small biotech stocks are already posting moves of 256%, 453%, and 850% in a matter of hours. Brown has built an AI trading system designed to identify these fast-movers before they surge, and he’s sharing three small biotech plays at his free July 1 briefing.
Register free and get three biotech buy signals just for attending.
CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateACMAECOM$69.04$0.31 quarterly1.71%$0.3132.4%7/17/26 ANDEAndersons$69.49$0.20 quarterly1.12%$0.2021.3%7/22/26 APDAir Products and Chemicals$293.81$1.81 quarterly2.38%$1.8176.6%8/10/26 CAHCardinal Health$238.18$0.52 quarterly1.05%$0.5131.2%7/15/26 CHHChoice Hotels International$109.99$0.29 quarterly1.02%$0.2915.5%7/15/26 CMCSAComcast$24.45$0.33 quarterly5.29%$0.3326.0%7/22/26 CUBECubeSmart$40.15$0.53 quarterly5.44%$0.53149.3%7/15/26 EHCEncompass Health$100.65$0.19 quarterly0.71%$0.1912.7%7/15/26 FULTFulton Financial$24.26$0.19 quarterly3.29%$0.1936.2%7/15/26 HEIHeico$354.06$0.130.08%- 4.3%7/15/26 INGRIngredion$95.09$0.82 quarterly3.26%$0.8231.6%7/21/26 PEGAPegasystems$29.53$0.03 quarterly0.37%$0.036.5%7/15/26 PLPCPreformed Line Products$393.45$0.21 quarterly0.22%$0.2112.1%7/20/26 PWRQuanta Services$709.28$0.11 quarterly0.06%$0.116.0%7/13/26 RJFRaymond James Financial$151.80$0.54 quarterly1.40%$0.5420.4%7/15/26 SFBSServisFirst Bancshares$87.70$0.38 quarterly1.88%$0.3828.0%7/10/26 STTState Street$170.31$0.84 quarterly2.18%$0.8434.1%7/13/26 THOThor Industries$75.43$0.52 quarterly2.77%$0.5290.0%7/15/26 TNETTriNet Group$49.66$0.29 quarterly2.54%$0.2934.6%7/27/26 TTETotalEnergies$77.79$0.85 quarterly3.73%$0.8510.8%7/2/26 VSNTVersant$35.98$0.38- $0.3875.4%7/22/26 WWWWolverine World Wide$16.45$0.10 quarterly2.32%$0.1032.3%8/3/26 Please note you must purchase shares of these companies by the market close today to receive the next dividend payment.The wait is finally over (ad)
Biotech analyst Jeff Brown is going on record: a rare convergence of three forces is set to hit by July 23, triggering what he calls the next golden age of biotech. In the past 40 years, this has happened only three times – and each time, small plays doubled and tripled in days.
Already, early movers are posting gains of 292% in 9 days and 526% in 3 months. Brown is hosting a free briefing – The Biotech Moment – on Wednesday, July 1, at 8 p.m. ET, including details on three small biotech plays he believes could launch soon.
CompanyShare PriceAmount / PeriodYieldPrevious AmountPayout RatioPayable DateABMABM Industries$44.59$0.29 quarterly2.74%$0.2944.6%8/3/26 ATHMAutohome$18.88$0.66 special- – 133.6%7/31/26 AXPAmerican Express$338.13$0.95 quarterly1.21%$0.9523.7%8/10/26 BMYBristol Myers Squibb$57.99$0.63 quarterly4.55%$0.6370.8%8/3/26 BRXBrixmor Property Group$31.89$0.31 quarterly4.03%$0.3185.4%7/15/26 CPBCampbell’s$22.33$0.39 quarterly7.67%$0.3977.2%8/3/26 ESABESAB$98.41$0.12 quarterly0.48%$0.1014.2%7/17/26 ESEESCO Technologies$350.88$0.08 quarterly0.10%$0.082.7%7/17/26 GDGeneral Dynamics$352.43$1.59 quarterly1.88%$1.5940.0%8/7/26 GRFSGrifols$7.18$0.09 special- – 73.7%7/9/26 HASIHA Sustainable Infrastructure Capital$39.42$0.43 quarterly4.01%$0.43485.7%7/10/26 HBNCHorizon Bancorp (IN)$20.00$0.16 quarterly3.26%$0.16-20.1%7/17/26 ITUBItau Unibanco$8.13$0.00 monthly0.53%$0.004.1%8/10/26 PGRProgressive$221.40$0.10 quarterly0.20%$0.102.0%7/10/26 RGLDRoyal Gold$199.60$0.48 quarterly0.85%$0.4822.6%7/16/26 RITMRithm Capital$9.42$0.25 quarterly10.95%$0.2591.7%7/31/26 RSGRepublic Services$214.04$0.63 quarterly1.25%$0.6335.9%7/15/26 SSDSimpson Manufacturing$208.13$0.30 quarterly0.62%$0.2913.6%7/23/26 SYYSysco$83.15$0.55 quarterly2.89%$0.5459.8%7/24/26 TWOTwo Harbors Investments$12.42$0.34 quarterly11.00%$0.34-35.6%7/15/26 Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment.Urgent biotech update (ad)
Biotech stocks have already posted gains of 25%, 108%, 256%, 453%, and even 850% in a matter of hours – and analyst Jeff Brown says the biggest move is still ahead.
Brown believes three powerful forces are converging to trigger the next golden age of biotech, beginning July 23. He is laying out the full case at a live event called The Biotech Moment on Wednesday, July 1, at 8 p.m. ET.
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 PLC5.55%GBX 1,067.0141.39%5.29%1.72£2.45KFSKFS KKR Capital Corp.28.28%$1.68N/A1.81%N/A$2.95KBGEOLion Finance Group PLC4.79%GEL 1,622.5831.57%4.90%2.21GEL490.88KWPPWPP plc6.07%GBX 31.90N/A4.75%N/A£2.56KEFCEllington Financial Inc.11.52%$1.5693.98%4.36%8.23$1.71KPRGOPerrigo Company plc11.54%$1.16N/A5.21%N/A$1.42K
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Which ginger Sooner hurler received votes for Rookie of the Year, for the Cy Young Award and for Most Valuable Player one season but received not a single vote for any MLB award in any of his other seven seasons in the majors?
Hint: #1 His first major league start was the fourth game ever played by his young franchise.
Hint: #2 Famed Geneal Manager Paul Richards had pulled him from the outfield to the mound to become a pitcher.
Hint: #3 In 2007, the Tulsa World ranked Oklahoma’s top one hundred baseball players to mark the state’s centennial. This player made the list, but his hardball hero topped it. (You can easily guess who.)
Saturday’s question answered:
Who is the only BLTR pitcher in the Modern Era to pitch a complete-game shutout and hit a home run in his major league debut?
Hint: #1 He made the most of his debut: He hit two singles, drove in two runs, struck out a future Hall of Famer and did it all in baseball’s largest market.
Hint: #2 As a Bear in college, he won not only the Golden Spikes Award, but also was named by both Baseball America and Collegiate Baseball to be the National Player of the Year.
– Ans. + #1: On 23-Aug-2001, in Shea Stadium, Queens, New York, in his first major league game, Jennings not only whitewashed the Mets 10-0, he had singles in the 4th & 7thinnings, struck out Mets catcher Mike Piazza (looking) in the 6th & hit the first of his two career MLB home runs in the 9th off Mets reliever Donne Wall. Jennings’ only other career HR was off Greg Maddux at Wrigley Field on 08-May-2004. It was the only home run Maddux ever surrendered to a pitcher.
– #2 His Baseball America & Collegiate Baseball recognition as the National Player of the Year came in 1999. He played for the Baylor Bears in Waco, Texas.
RJ Hamster 