Earlier today, my colleague Chris Graebe sent you the message below. I asked my team to forward it to you again tonight for one specific reason.
I’m greatly concerned about the 10 popular household stocks our system just flagged as “Must-Sells.”
When the market fully absorbs the reality of the $38 trillion debt — and how the oil shock from the Middle East conflict accelerates that crisis — holding any of these 10 names could cost you years of portfolio gains.
That’s why you need to get rid of these stocks TODAY.
More details in Chris’s message below. See it and take preventive steps fast.
Martin
———- Forwarded message ——— From: Chris Graebe <issues@e.weissratings.com> Sent: Thursday, April 09, 2025 9:45 AM
Dear Reader,
America’s rapidly surging debt is no secret.
But for years, Wall Street and Washington have treated our $38 trillion national debt like a problem for tomorrow.
A crisis they can just keep kicking down the road.
However, the conflict in the Middle East over the last two weeks just violently accelerated the timeline.
With the Strait of Hormuz locked down, oil is surging. And analysts are predicting $150 a barrel if this drags on.
When oil spikes like that, inflation roars back into the economy.
In the past, the government would try to print, cut, or borrow its way out of an inflation shock.
But you cannot do that when you’re sitting on a $38 trillion mountain of debt and paying $1 trillion a year as interest on it.
In short, this match has just hit a powder keg.
And it’s going to trigger a radical, violent shift in the U.S. stock market.
Popular household stocks that looked untouchable a month ago could get gutted. And another set of overlooked stocks could go for massive, historic runs.
That’s why I rushed to get this special broadcast live this morning.
Inside, I pull back the curtain on a 100-year-old market signal.
It’s the exact same data-driven signal that called the bank collapses of the 1980s, the 2008 financial crisis, and the 2020 crash.
I’m not going to ask you to read a 50-page economic report to understand this. I’ve laid it all out in a new video presentation that’s officially live as of a few minutes ago.
On April 25, SLB (NYSE: SLB) reported one of its more difficult quarters in years. Yet that may be the least important thing about this oilfield services leader, formerly known as Schlumberger.
While organic revenue fell, margins compressed, and earnings declined, the company’s digital business continued to grow, NVIDIA (NASDAQ: NVDA) expanded its partnership, and management bought back stock. Shares in the company have soared nearly 40% this year.
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early – while everyone else waits on the sidelines.
But one small infrastructure supplier – a critical piece Musk can’t scale the Colossus network without – is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
The short-term and long-term narratives may be pointing in opposite directions, but that tension is exactly where the opportunity may lie for investors.
SLB’s Core Business Is Under Pressure
The oilfield services industry is often difficult. These days, it is tougher than usual. Even with oil surging from below $70 a barrel to over $100 in just one month, global tensions were front and center in SLB’s first-quarter results.
SLB kicked off the year with Q1 revenue of $8.7 billion, up roughly 3% from a year earlier. But that figure can be misleading. ChampionX, a production chemicals company SLB bought in 2025, contributed $838 million in revenue during the quarter and $199 million of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA).
Without that contribution, the organic picture was not pretty. Even with ChampionX included, the company’s adjusted EBITDA fell 12% year over year (YOY), while the margin compressed 346 basis points. That means the company needs to work harder to convert revenue into profit. Excluding ChampionX, underlying revenue would have declined 7% YOY.
Earnings followed a similar pattern. Net income came in at $752 million, with diluted earnings per share of 50 cents, down from 58 cents a year earlier. Even adjusted, earnings per share (EPS) were 52 cents, still about 20 cents below the year-ago figure.
More notably, free cash flow for the quarter turned negative, though the unusual dip stemmed from seasonal patterns and the ChampionX integration. Over the full year 2025, SLB generated approximately $4.1 billion in free cash flow.
Middle East Tensions Weighed on Results
The culprit for much of the decline is, for the most part, front-page news. The war in the Middle East led SLB to issue a rare mid-quarter warning in March, indicating that earnings would likely take a 6-9 cent-per-share hit from disruptions and added costs.
The company also said first-quarter revenue would come in below expectations as it curtailed activity, suspended travel, and pulled back on some projects in the region. Shares reacted immediately, capping a 10-day, 13% slide below $45. Results in late April reflected these warnings, and the stock held its ground.
SLB Bets Heavily on Digital Growth
But while the pressures show up in the top-line numbers, what lies beneath is more transformative.
SLB’s digital business grew roughly 9% YOY, reaching $640 million in quarterly revenue. The company also announced in late March that it had expanded its work with NVIDIA to industrialize AI for the energy sector.
With annual recurring revenue from digital crossing $1 billion, this is a major pivot. It has the potential to take SLB beyond its long history of drilling services and into higher-margin technology as it pushes further into software, data analytics, and AI-driven reservoir modeling tools sold to energy companies.
Instead of a company dependent on the volatile well construction and oilfield cycles, SLB is potentially moving toward the kind of predictable, subscription-like cash flows that can help smooth out these disruptions.
The Company Continues Rewarding Shareholders
That would be good news for shareholders. As of April, the company said precise guidance for the current quarter was “challenging” given the tensions in the Middle East.
Even with the pressure, SLB continued returning capital to shareholders in the first three months of the year.
Overall, SLB has committed to return more than $4 billion to shareholders in 2026 through dividends and buybacks.
Management’s full-year guidance calls for revenue in a range of $36.9 billion to $37.7 billion, with EBITDA margins broadly in line with 2025 levels.
That suggests modest but real growth from a challenging starting point.
It also points to an expectation that this year’s early softness may be partially offset by a stronger second half, assuming Middle East operations normalize and ChampionX synergies build.
Wall Street Still Expects Further Gains
Analysts broadly agree.
SLB stock currently carries a consensus Moderate Buy rating, with average 12-month price targets implying a modest upside from recent levels. Of the 23 analysts covering the stock, 19 rate it a Buy, three have it at Hold, and one rates it a Sell.
Overall, the consensus price target is around $60, slightly above the current price. UBS has assigned SLB stock the highest target of $69.
Investors Are Paying for Long-Term Quality
Clearly, SLB is not a bargain-basement stock. With shares trading at a trailing price-to-earnings ratio in the mid-20s, investors are paying a premium for a franchise that is temporarily underperforming its own history.
But the company remains the most technologically sophisticated oilfield services provider in the world. It has capabilities in deepwater drilling, well construction, reservoir performance, and now digital services. Its competitors in the energy sector, including Halliburton (NYSE: HAL) and Baker Hughes (NASDAQ: BKR), have not yet caught up.
Playing the energy sector is always risky in the short term. Investors who want near-term earnings or deeply discounted valuations will probably look elsewhere. But for patient investors willing to hold through unpredictable events and a bumpy transition, SLB is a compelling combination of quality, income, and long-term strategic positioning.
Nasdaq +1.71% to records. S&P 500 +0.84%. Brian “Axelrod” stayed conservative, played the flow, and still closed 5/5 on official trades.
▸ BRIAN’S TAKE
Safe First. Green Always.
“Still a very news-driven, emotional market where technicals are watered down — so I was more conservative than normal to be SAFE first and foremost. Hope you guys banked and ended green as well. Another green week for the books.”
★ MEMBER REPLY · RANGER
“100% is not a fluke…. it is solid trading. Congratulations @Brian.”
That’s the kind of trader you want in your corner. Not someone swinging for the fences every session — someone who reads the tape, respects the conditions, and keeps the green weeks stacking.
▸ TRADE ALGO LIVE · SEASON 8
See the dark pool plays before they explode.
Join our analysts live as they break down the unusual flow our scanner is picking up — in real time, with real entries and exits.RESERVE MY SEAT →
Limited seats · No replay sent
— The TradeAlgo Team
▎ MORE FROM TRADEALGO
▸ LIVE WEBINAR · WEDNESDAY
Wealth Series Core
The foundational training that walks you through how to read flow, time entries, and build a long-term portfolio. Wednesday at3pm PT / 6pm ET.SAVE MY SEAT →
▸ AI TRADE SIGNALS
The Signal
Our AI-driven signal system surfaces the highest-conviction trades the moment they trigger — directly from the same flow models our analysts use live.EXPLORE THE SIGNAL →
The information provided is for educational purposes only and does not constitute investment advice. Trading options involves substantial risk of loss and is not suitable for all investors. Past performance is not indicative of future results. Always do your own research before making any investment decision.
Delivering World-Class Financial Research Since 1999
A ‘garbage’ proposal from Iran… What ‘everybody’ is ignoring… ‘Nobody’ is thinking… The AI boom keeps ‘booming’… Where to put new money to work in AI now…
There’s no end in sight for the war in Iran…
After promises of progress, the latest headlines suggest we’re no closer to the end of the conflict in Iran than we were when the war began at the end of February.
Late last week, zero ships reportedly traveled through the Strait of Hormuz for three consecutive days.
And today, President Donald Trump said from the White House that “the ceasefire is on massive life support.”
What about the proposal to end the war that Iranian officials presented to the U.S. over the weekend? It was a “piece of garbage,” Trump said. “I didn’t even finish reading it.”
According to reports, there were various points of contention, but the biggest was about Iran’s possession of enriched nuclear material. As Trump has said repeatedly, he doesn’t want Iran to “have a nuclear weapon.”
The Wall Street Journal wrote about the Iranian “multipage” proposal last night…
The latest response doesn’t resolve the U.S. demand for commitments in advance on the fate of Iran’s nuclear program and its stockpile of highly enriched uranium. Instead, Iran is proposing an end to the fighting and a gradual opening of the Strait of Hormuz to commercial traffic as the U.S. lifts its blockade on Iranian ships and ports, the people said.
Nuclear issues would be negotiated over the next 30 days, they said. Iran proposes to have some of its highly enriched uranium diluted and the rest transferred to a third country, the people said.
Maybe that was the point where Trump stopped reading…
“Totally unacceptable,” he posted on Truth Social yesterday about the proposal… after which oil futures started rising again. Brent crude and West Texas Intermediate prices are both up about 3% in the past 24 hours to around $104 and $98 per barrel, respectively.
When the inmates are running the asylum…
Trump also touched on another heart of the matter today, which we’ve written about before.
That’s the apparent battle for power withinIran between the parliamentary folks the U.S. has been negotiating with and the hard-liners in the Islamic Revolutionary Guard intent on fighting indefinitely.
“The moderates are dying to make a deal. And then you have the lunatics, and I guess they’re a little bit afraid of the lunatics,” Trump said.
Barring a sudden and large change of heart by any of the parties involved, a likely way to end the immediate conflict – and the gridlocked Strait of Hormuz – would be for the U.S. or its allies to further attack the Revolutionary Guard forces who clearly continue to wield enough power in Iran to keep the strait closed.
I (Corey McLaughlin) am not saying what’s “right” or “wrong.” I’m just stating the reasonable outcome at this point – more war.
Another option would be a popular uprising. But we’ve seen no signs of that among the Iranian people. So either bombs will start flying again eventually or the U.S. calls it quits, which seems unlikely. Meanwhile, the world will deal with the reduced energy supply.
The consequences are piling up…
After a pullback at the end of last week, oil prices rose again over the past day. That makes sense, given global oil supplies continuing to drop… and energy prices rising.
In the U.S., the average price for a gallon of regular gasoline remains above $4.50… and now, after more than two months of war, the White House says it wouldn’t mind if Congress voted to suspend the federal gas tax.
Still, that would only cut gas prices by around 20 cents a gallon and 25 cents for diesel, while costing the federal government about a half billion dollars per week. (More debt, more inflation, anyone?)
Elsewhere, fuel rationing continues in Asia and Europe, which are experiencing the brunt of essentially 20% of the world’s typical oil supply being out of commission.
Yesterday, in India, prime minister Narendra Modi called on citizens to work from home – drawing comparisons to pandemic-era policies – or at least take public transit in an effort for Indians to consume less gasoline.
Mr. Market shrugged off the news… and the AI boom keeps ‘booming’…
The major U.S. stock indexes were slightly higher today, with many names from the AI ecosystem leading the way. The benchmark S&P 500 Index gained 0.2%.
Shares of Nvidia (NVDA) were up almost 2% to a new record high… And Micron Technology (MU) was up more than 6%, for a roughly 150% gain since March 30.
AI “optical networking” stocks were the biggest winners in the S&P 500. Lumentum (LITE), Coherent (COHR), and Corning (GLW) were up 16%, 13% and 11%, respectively, on the heels of a partnership announced last week between Nvidia and Corning to build three new manufacturing facilities in North Carolina and Texas.
The deal has signaled that Nvidia could be gearing up to replace copper in its data-center technology with Corning’s fiber-optic glass.
Stansberry Innovations Reportsubscribers are sitting on a 577% gain in Lumentum, which editor John Engel recommended in April 2021 because of the company’s position of strength and potential for growth in the optical-networking space.
But market sentiment about these stocks looks a bit frothy right now. This quote got my attention today…
“The tech boom is just too powerful to let the fact that energy prices are high affect the U.S. economy or the U.S. stock market,” Jay Hatfield, founder and CEO at Infrastructure Capital Advisors told CNBC. “Everybody’s tuning out the Middle East.”
It reminds me of a pillar of risk management we always try to keep in mind. When “everybody” is doing something – in this case, tuning out the Middle East – a “surprise” can catch “everyone” off guard.
And he highlighted the danger of being part of the crowd when it’s in consensus.
Dan cited investor Howard Marks’ April 2007 essay, “Everyone Knows,” which Marks published to his Oaktree Capital clients six months before the S&P 500 peaked ahead of the great financial crisis. The U.S. benchmark went on to fall nearly 60% through March 2009.
Dan wrote…
As Marks wrote at the time…
What’s clear to the broad consensus of investors is almost always wrong.
And he continued…
Take, for example, the investment that “everyone” believes to be a great idea. In my view by definition it simply cannot be so.
If everyone likes it, it’s probably because it has been doing well… it’s likely the price has risen to reflect a level of adulation from which relatively little further appreciation is likely… [and that] there’s significant risk that prices will fall if the crowd changes its collective mind and moves for the exit.
Dan went on say that “Everyone Knows” is the flip side of “Nobody Thinks”…
Everyone Knows stocks aren’t going anywhere but up… And every little dip is a buying opportunity. Nobody Thinks a major bear market is about to begin.
Everyone Knows the Federal Reserve supports the stock and bond markets and won’t let them crash. Nobody Thinksthe Fed is playing a dangerous game by doing nothing to disabuse investors of that horribly naïve assumption.
Everyone Knows passive investing flows into index funds and exchange-traded funds are so powerful that the big stock indexes are highly unlikely to fall far without another pandemic or global economic shutdown… And even then, it would be just another short-term dip to buy. Nobody Thinks passive investing flows can move in the opposite direction and that investors can sell without reference to underlying business fundamentals as manically as they bought.
Everyone Knows value investing is dead and buying fast-growing companies is the only way to make money in the stock market. Nobody Thinks the old cycles are still intact and that – just like at the peak of the dot-com boom – great companies’ share prices are about to fall 80%, making this a great time to buy cheap value stocks and sell overvalued growth stocks.
Everyone Knows the stock market will never fall more than 20% in a single day as it did in 1987 because they’ll shut down the exchange when the S&P 500 is down that much. Nobody Thinks stocks can fall more than 20% in a single day because the market is not a man-made machine but a natural phenomenon… And mankind doesn’t control nature.
If you take nothing else from today’s Digest, let it be this reminder: think for yourself.
“The consensus is dangerous,” Dan wrote in his essay.
We understand that it’s not easy watching certain stocks melt up, but it’s dangerous to chase these stocks higher – especially the longer the behavior continues.
After nearly four years of big gains for well-known names like Nvidia, be smart about where to put new money to work in the AI trend today…
Look to the bottlenecks…
If AI’s footprint is going to be everything that “everybody” thinks it is – or even a fraction of that – we’re going to need a heck of a lot more energy in the years ahead. Electricity demand, prices, and public frustration have already been rising, in part, thanks to AI and data centers.
And the U.S. energy grid is becoming increasingly strained. That’s bad news for daily life, but presents an opportunity in the companies well positioned to help America meet its growing energy demand.
Over the past two years, our colleague Gabe Marshank has been studying the AI power crisis and where the biggest opportunities for your money may be. And he has put together an incredible presentation with more details.
In the free presentation, Gabe reveals some overlooked infrastructure power plays poised for massive upside… and what he’s calling a “Hormuz Dividend” – a company he considers a “toll taker” on energy infrastructure. To learn more, click here.
And Stansberry Alliance members and Gabe’s Market Maven subscribers can check out this latest research here.
While most investors are white-knuckling their way through 2026’s volatility, Gabe Marshank – who made TWO $100 million trades at the world’s most powerful hedge funds – says a completely overlooked corner of the market is about to go on a tear upward. In fact, it’s now a matter of life and death. He’s calling this straightforward move his “THIRD $100 MILLION TRADE.” And for a limited time, he’s sharing the details for free.
Before becoming a Wall Street legend, Louis Navellier spent four years inside America’s federal banking system. Now, he has used that experience to identify 53 small-cap stock ideas to take full advantage of when the new Fed regime takes over on May 15. Get all 53 stocks here for free.
New 52-week highs (as of 5/8/26): ABB (ABBNY), Altius Minerals (ALS.TO), Applied Materials (AMAT), Advanced Micro Devices (AMD), ASML (ASML), Broadcom (AVGO), BHP (BHP), Alpha Architect 1-3 Month Box Fund (BOXX), CBOE Global Markets (CBOE), Cisco Systems (CSCO), Datadog (DDOG), DigitalOcean (DOCN), iShares MSCI Emerging Markets ex China Fund (EMXC), EnerSys (ENS), iShares MSCI South Korea Fund (EWY), Fanuc (FANUY), FirstCash (FCFS), Alphabet (GOOGL), Hewlett Packard Enterprise (HPE), Intel (INTC), KraneShares Global Humanoid Robotics and Physical AI Index Fund (KOID), Keyence (KYCCF), Lamar Advertising (LAMR), LXP Industrial Trust (LXP), Mueller Industries (MLI), Invesco WilderHill Clean Energy Fund (PBW), Construction Partners (ROAD), Roku (ROKU), ProShares Ultra Technology (ROM), U.S. Global Sea to Sky Cargo Fund (SEA), ProShares Ultra S&P 500 (SSO), UnitedHealth (UNH), and State Street SPDR S&P Semiconductor Fund (XSD).
“Corey, When quoting Andy Challenger in Thursday’s Digest, “Technology companies continue to announce large-scale cuts and are leading all industries in layoff announcements. They are also often citing AI spend and innovation. Regardless of whether individual jobs are being replaced by AI, the money for those roles is.” I disagree with the big tech companies line that these layoffs are all due to AI. It does, however, add a ‘nice guy’ spin to the story by big tech.
“As an investor, saving money helps the bottom line, which in turn helps the price of the underlying investment. However, the main job losses are happening in the customer service area, which aren’t high paying engineering jobs AND the coders/programmer’s jobs, which are high paying jobs. BTW as a senior, I absolutely HATE, those endless customer service center drill down questioning by AI, as I yell, ‘TALK TO A PERSON’, but I digress.
“What big tech is doing in reality is moving a lot of these high paying engineering jobs to India, at a much lower salary. It started with Covid and work from home and our home-grown engineers training others and has progressed with the now, exorbitant H-IB visa policies. Hiring in India of these newly pre-trained individuals in on the rise in India, which doesn’t require those high fee visas and much lower salaries than in the U.S.
“Yes, AI is the biggest investment thesis currently. I do dislike hearing an incorrect ‘excuse’ for job losses currently taking place at most tech companies. I speak from experience as our son is deeply embedded in the tech area here in Seattle. Yes, he tells me, coders are losing their jobs, as AI is making huge strides in that area. He is a senior UX researcher and is challenged by worldwide meetings including teams in India and east and west coast ‘hubs’. These meetings take place at all hours, as teams are assembled to discuss the newest projects and deliverables.
“So far, he tells me, customer service and coding are the big breaks from AI, along with meeting/data summations and the use of LLM’s (large language models), which does help bottom lines. Nothing new to your readership, as this is discussed quite often.
“The biggest challenge’s occurring in his field is how to monetize AI (as discussed by your writers) to substantiate this huge amount of expenditure taking place. I agree with your contributors, as there will be winners and losers on this horizon. We, as subscribers, are absorbing everything you folks uncover and divulge to us!” – Subscriber S.R.
Corey McLaughlin comment: Thanks for the note. Great discussion to have. And regarding “monetizing AI” and the potential winners and losers, as I mentioned above, a great place to look is our colleague Gabe Marshank’s latest recommendations…
Existing Market Maven and Alliance members can find them here. If you’re interested in joining them, check out Gabe’s free presentation for more details, including his take on the AI story and a trade setup that he says is similar to a pair of $100 million trades he made during his hedge-fund days.
All the best,
Corey McLaughlin Baltimore, Maryland May 11, 2026
Stansberry Research Top 10 Open Recommendations
Top 10 highest-returning open stock positions across all Stansberry Research portfolios. Returns represent the total return from the initial recommendation.InvestmentBuy DateReturnPublicationMSFT Microsoft11/11/101,374.8%Retirement MillionaireMSFT Microsoft02/10/121,340.2%Stansberry’s Investment AdvisoryGOOGL Alphabet12/15/16887.1%Retirement MillionaireCIEN Ciena10/20/22865.2%Stansberry Innovations ReportADP Automatic Data Processing10/09/08822.7%Extreme ValueBRK.B Berkshire Hathaway04/01/09768.5%Retirement MillionaireALS-T Altius Minerals03/26/09702.7%Extreme ValueSII Sprott01/11/18656.6%Extreme ValueWRB W.R. Berkley03/15/12610.2%Stansberry’s Investment AdvisoryLITE Lumentum04/15/21577.5%Stansberry Innovations Report
Please note: Securities appearing in the Top 10 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the model portfolio of any Stansberry Research publication. The buy date reflects when the editor recommended the investment in the listed publication, and the return shows its performance since that date. To learn if a security is still a recommended buy today, you must be a subscriber to that publication and refer to the most recent portfolio.
Top 10 Totals3Extreme ValueFerris3Retirement MillionaireDoc2Stansberry Innovations ReportEngel2Stansberry’s Investment AdvisoryPorter
Top 5 Crypto Capital Open Recommendations
Top 5 highest-returning open positions in the Crypto Capital model portfolioInvestmentBuy DateReturnPublicationBTC/USD Bitcoin11/27/182,085.7%Crypto CapitalWSTETH/USD Wrapped Staked Ethereum12/07/181,920.5%Crypto CapitalONE/USD Harmony12/16/191,013.0%Crypto CapitalPOL/USD Polygon02/26/21644.6%Crypto CapitalQRL/USD Quantum Resistant Ledger01/19/21415.9%Crypto Capital
Please note: Securities appearing in the Top 5 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the Crypto Capital model portfolio. The buy date reflects when the recommendation was made, and the return shows its performance since that date. To learn if it’s still a recommended buy today, you must be a subscriber and refer to the most recent portfolio.
^ These gains occurred with a partial position in the respective stocks. * Editor Dave Lashmet closed the first leg of this Nvidia position in November 2016 for a gain of about 108%. Then, he closed the second leg in July 2020 for a 777% return. And finally, in May 2022, he booked a 1,466% return on the final leg. Subscribers who followed his advice on Nvidia could’ve recorded a total weighted average gain of more than 600%.
Stansberry Research Crypto Hall of Fame
Top 5 highest-returning closed positions in the Crypto Capital model portfolioInvestmentDurationGainAnalystBand Protocol (BAND)0.31 years1,169%Crypto CapitalTerra (LUNA)0.41 years1,166%Crypto CapitalPolymesh (POLYX)3.84 years1,157%Crypto CapitalFrontier (FRONT)0.09 years979%Crypto CapitalBinance Coin (BNB)1.78 years963%Crypto Capital
You have received this e-mail as part of your subscription to Stansberry Digest. If you no longer want to receive e-mails from Stansberry Digestclick here.
Published by Stansberry Research.
You’re receiving this e-mail at pahovis@aol.com. Stansberry Research welcomes comments or suggestions at feedback@stansberryresearch.com. This address is for feedback only. For questions about your account or to speak with customer service, call 888-261-2693 (U.S.) or 443-839-0986 (international) Monday-Friday, 9 a.m.-5 p.m. Eastern time. Or e-mail info@stansberryresearch.com. Please note: The law prohibits us from giving personalized financial advice.
Any brokers mentioned constitute a partial list of available brokers and is for your information only. Stansberry Research does not recommend or endorse any brokers, dealers, or investment advisors.
Stansberry Research forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Stansberry Research (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation.
This work is based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. It’s your money and your responsibility.
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.
You are subscribed with the following email address:pahovis@aol.com
We love hearing from subscribers. Please reply to this email with any feedback or suggestions. Contact abuse@wyattresearchnewsletters.com to report any issues or concerns. For questions regarding your account please call 866-447-8625.
Wyatt Investment Research LLC 65 Railroad Street, Richmond, Vermont USA 05477
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.
Uber’s Annual Product Showcase Reveals It Is Coming for Airbnb and Booking
Author: Jessica Mitacek. First Published: 5/7/2026.
Uber
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.
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%.
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.
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.
This email communication is a paid sponsorship provided by SmallCaps Daily, a third-party advertiser of MarketBeat. Why did I get this message?.
This message is a paid advertisement for SMX (NASDAQ: SMX) from Equiscreen and Interactive Offers. MarketBeat Media, LLC receives a fixed fee for each subscriber that clicks on a link in this email, totaling up to $14,000. Other than the compensation received for this advertisement sent to subscribers, MarketBeat and its principals are not affiliated with either Equiscreen or Interactive Offers. MarketBeat and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither MarketBeat nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from MarketBeat to buy or sell any security. MarketBeat has not evaluated the accuracy of any claims made in this advertisement. MarketBeat recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding SMX (NASDAQ: SMX) on Interactive Offers’ website for additional information about the relationship between Interactive Offers and SMX (NASDAQ: SMX).
If you need help with your account, please feel free to contact MarketBeat’s U.S. based support team at contact@marketbeat.com.
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.
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)
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early – while everyone else waits on the sidelines.
But one small infrastructure supplier – a critical piece Musk can’t scale the Colossus network without – is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
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)
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.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips.
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
Thank you for subscribing to DividendStocks.com’s daily newsletter!
DividendStocks.com provides a daily email newsletter for dividend and income investors that covers ex-dividend stocks, new dividend declarations, dividend stock ideas, and the latest market news. DividendStocks.com is a subsidiary of MarketBeat Media, LLC and MarketBeat.com.
If you have questions about your account, feel free to contact our South Dakota based support team at contact@marketbeat.com.
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.
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.
Immersed stands out for one big reason: people already rely on it to do their jobs.
– 1.5M+ professionals onboarded to date – Users spend 40–60 hours per week working inside it – #1 productivity app in the Meta Quest ecosystem – Partnerships with Meta, Google, Intel, and Qualcomm – Reserved Nasdaq ticker: $IMRS – Early investors qualify for up to 20% bonus shares
Access Pre-IPO pricing at $0.72 per share, before public markets weigh in.
Disclaimer : Read the offering circular at https://invest.immersed.com/ NASDAQ ticker “IMRS” has been reserved by Immersed and any potential listing is subject to future regulatory approval and market conditions.
MarketMovingTrends c/o CLM Global Enterprises, LLC (dba CLM Media) 45 South Park Place, #203 Morristown New Jersey 07960 USA
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
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
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
NOTICE: Auto-trading, or any broker or advisor-directed type of trading, is not supported or endorsed by Tradewins. The information provided by Tradewins in its various materials, including trading recommendations, newsletters and educational publications is not customized or personalized for any particular person or risk profile. Past results are not necessarily indicative of future results. Results presented can vary and may not be typical for all subscribers. There are substantial risks involved with investing in the stock and options market, including the risk of total loss. You should only trade or invest “risk capital” – funds you can afford to lose.
If you wish to stop receiving our emails or change your subscription options, please Manage Your Subscription TradeWins Publishing, 528 North Country Rd., St. James, NY 11780, US
● LIVE TODAY
![[Watch] FREE STOCK PICK for Elon Musk’s Starlink SuperIPO](https://www.marketbeat.com/images/webpush/files/thumb_20260204150656_pushelon-6083103640.jpg)
RJ Hamster 