Pages

Monday, June 22, 2026

Elon’s ‘iPhone’ Could 10x Apple’s iPhone

Dear investor,

Imagine going back in time…

And investing in Apple before the iPhone.

You could have seen a peak gain as high as 7,537%.

If you missed out on that generational run, don’t worry…

Because you’re about to get a 10x bigger opportunity thanks to the world’s richest man.

According to multiple insider sources who’ve been inside Tesla’s secret facilities recently…

Elon Musk is working on HIS ‘iPhone’ — a breakthrough technology that he says will be “10x bigger than the largest product in history.”

Which means it could do $20 trillion in lifetime sales, and potentially make early investors 10x wealthier than Steve Jobs’ iPhone.

And that’s why Nvidia’s CEO just said:

“This is the next biggest opportunity after AI… The ChatGPT moment for [Elon’s iPhone] is just around the corner.”

Because ‘Elon’s iPhone’ isn’t just another smartphone…

It’s the NEXT EVOLUTION of the smartphone.

And we think it could launch July 22nd.

So if you want to be an early investor…

(Before it goes mainstream…)

You need to act NOW.

Click here to get the full details before it’s too late.


 
 
 
 
 
 

Special Report

MarketBeat Week in Review – 06/08 - 06/12

Authored by MarketBeat Staff. Posted: 6/13/2026.

A candlestick stock price chart overlaid on a blurred urban skyline at dusk.

Key Points

  • Stocks surged as hopes for a U.S.-Iran peace agreement eased concerns about oil prices and inflation.
  • SpaceX's historic IPO debut, valued at nearly $1.8 trillion, energized investors and fueled market optimism.
  • Beyond the IPO mechanics, SpaceX highlights how powerful growth narratives can drive investor sentiment.
  • Special Report: Everyone wanted SpaceX. Smart money wants this.

Stocks rallied to end the week as two bullish catalysts converged. On the geopolitical front, reports suggested that a peace deal between the United States and Iran could be signed as early as this weekend. A reopening of the Strait of Hormuz would go a long way toward offsetting inflation concerns.

Investors also cheered the public debut of SpaceX (NASDAQ: SPCX) on June 12. It is the largest initial public offering (IPO) in history, valued at nearly $1.8 trillion.

ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

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 avoidtc pixel

Many analysts will focus on the mechanics of the IPO, but the bigger story is what SpaceX represents. That may disappoint advocates of an efficient market, but investors often buy a story more than a stock.

That said, it’s impossible to know where SpaceX stock will be in six months, a year, or five years. There will be skeptics along the way, but this week belongs to the optimists and the true believers. To infinity and beyond!

Articles by Thomas Hughes

GameStop Corp. (NYSE: GME) continues to make headlines with the announcement of a $2 billion share buyback. That’s normally bullish for stocks, but Thomas Hughes explained why investors should be realistic about what the buyback is trying to accomplish.

NVIDIA Corp. (NASDAQ: NVDA) continues to build momentum, and analysts have noticed. As Hughes wrote this week, institutional buying gives NVDA a high floor, which is likely to bring retail investors back into the stock.

Casey’s General Stores Inc. (NASDAQ: CASY) has been a standout pick as a growth stock with defensive characteristics. This week, the company delivered another strong earnings report, and Hughes noted that the pre-earnings dip is likely to be a buying opportunity for retail investors.

Articles by Sam Quirke

Elon Musk’s other company, Tesla Inc. (NASDAQ: TSLA), is also moving higher this week. The move could be dismissed as riding the coattails of SpaceX. Sam Quirke wrote about the analyst upgrade that could finally change the “just a car company” narrative around TSLA.

Apple Inc. (NASDAQ: AAPL) announced a reboot of Siri, making it a dedicated app that is now a core part of the company’s AI strategy. But any gains the stock made have been short-lived. Quirke explained why the skeptics are selling, and why they may have Apple’s AI strategy all wrong.

It’s been a rough month for Amazon.com Inc. (NASDAQ: AMZN). The stock is down more than 10% and is now lagging the S&P 500. Investors can’t ignore the CapEx spending that will eat into the company’s cash flow in the short term. However, Quirke noted that the business case for Amazon has never been stronger.

Articles by Chris Markoch

The SpaceX IPO has been taking the starch out of many SpaceX proxies, such as Planet Labs (NYSE: PL). Chris Markoch explained to investors why PL has come back to earth, and why that could be an opportunity.

Here on planet Earth, metals and mining stocks continue to be a solid trade. This week, Markoch looked at three multi-metal stocks that can give investors long-term exposure to copper, gold, and silver.

Summer is a historically quiet time for stocks. Markoch reminded investors that it could be a good buying opportunity for stocks that have recently experienced sharp pullbacks. He also highlighted three stocks to consider adding before July 4.

Articles by Ryan Hasson

Technology stocks have sold off for many reasons. Investors know this happens, but Ryan Hasson pointed out that it can also create opportunities. In this case, Hasson highlighted the opportunity in five mega-cap tech stocks worth a closer look.

Nebius Group (NASDAQ: NBIS) is one of the latest AI infrastructure companies to receive an endorsement from NVIDIA CEO Jensen Huang. However, Hasson explained why the company’s fundamentals support that endorsement, which means NBIS is a buy on any pullback.

Articles by Leo Miller

In times of market volatility, insider buying can be a compelling signal. This week, Leo Miller pointed investors to three stocks that have seen significant insider buying, along with the bull case for each name.

The memory trade continues to build momentum. This week, Miller analyzed the latest earnings report from Everpure (NYSE: P), the company formerly known as Pure Storage. The leader in flash-based storage systems posted a strong report, but P is falling due to concerns about the certainty of storage supply.

Spotify Technology (NYSE: SPOT) hosted an Investor Day, and investors liked what they heard. The company outlined plans to achieve three long-term “North Stars” that include the broader goal of converting non-paying users into subscribers.

Articles by Nathan Reiff

Intel Corp. (NASDAQ: INTC) has been one of the best-performing stocks in 2026. This week, Nathan Reiff explained why investors may be overlooking the company’s potential in the quantum computing space and why it raises the question of whether Intel is a better quantum computing investment than the broader field.

A weak dollar can benefit investors if they know where to look. That was Reiff’s message as he highlighted three industrial stocks that are back in focus thanks to their strong international presence and overseas revenue.

The volatility investors are experiencing in 2026 is perhaps the best argument for investing in funds. This week, Reiff highlighted three ETFs that focus on sectors that are building momentum after a strong earnings season.

Articles by Dan Schmidt

Bitcoin is down sharply in 2026, and it’s taken many crypto-adjacent stocks down with it. This week, Dan Schmidt explained the reasons behind the crypto winter and three crypto stocks that are likely to stay on ice this summer.

Articles by Jeffrey Neal Johnson

INTC was up more than 20% this week on news of a foundry deal with Alphabet Inc. (NASDAQ: GOOGL). Jeffrey Neal Johnson had the details of that deal and also explained why the stock’s recent bullish performance may still leave Intel undervalued based on its long-term AI story.

IREN Limited (NASDAQ: IREN) is becoming a hard-to-ignore part of the AI infrastructure trade. As Johnson wrote this week, “...stable infrastructure providers command premium valuations for their predictable, long-term cash flows.” Analysts agree, which is why IREN is being repriced quickly.

The patent cliff story for large-cap biotechnology companies is starting to become very real. The threat of margin compression is a key reason behind the recently announced $10.6 billion acquisition of Nuvalent (NASDAQ: NUVL) by GSK (NYSE: GSK). Johnson explains what this deal means for GSK and what other biotech companies may be next to acquire new assets.

Articles by Jennifer Ryan Woods

Many restaurant stocks have been tough trades as inflation eats away at their consumer base. However, this week, Jennifer Ryan Woods highlighted two underappreciated stocks that may be on the verge of a comeback.

For Wingstop Inc. (NASDAQ: WING), the battle is between short sellers who are betting against the stock and analysts who are raising their price targets. If the stock has found a base, this could get spicy.

The case for Cracker Barrel Old Country Store Inc. (NASDAQ: CBRL) was simple. The company delivered a better-than-expected earnings report that showed the company’s turnaround plan may be gaining traction.

Articles by Peter Frank

Aflac (NYSE: AFL) is a dependable income stock built on 44 consecutive years of dividend growth. The company’s earnings report backed up that outlook, but Peter Frank reminded investors that analysts are suggesting the company's quality is already priced in.

Frank also analyzed the consumer credit turnaround story that’s lifting Synchrony Financial (NYSE: SYF). The company delivered a bullish earnings report, but cyclical consumer credit risks remain a key caveat.

Allstate (NYSE: ALL) has engineered a dramatic earnings recovery, posting Q1 2026 net income of $2.4 billion after years of underwriting losses. Frank helped investors understand the solid report while pointing out the weather risks that come with the company’s May disclosure of $870 million in catastrophe losses.


Special Report

The Biggest Opportunity From SpaceX’s IPO May Surprise You

Authored by Jeffrey Neal Johnson. Posted: 6/10/2026.

SpaceX Falcon 9 rocket stands on a launch pad with the SpaceX logo overlaid.

Key Points

  • The SpaceX IPO is more than four times oversubscribed, leaving an estimated $225 billion in sidelined capital to rotate into public space stocks.
  • Rocket Lab, the most direct public competitor to SpaceX, reported 63.4% revenue growth in Q1 2026 and holds a $2.2 billion launch backlog.
  • Investors seeking diversified exposure to the space sector could consider the Procure Space ETF, which holds Rocket Lab, Redwire and others.
  • Special Report: Everyone wanted SpaceX. Smart money wants this.

You have probably seen headlines about Senator Elizabeth Warren trying to delay the SpaceX IPO. While that makes for good political drama, the reality for investors is that the deal is almost certainly happening on Friday. The real story is not the political noise but the simple math of supply and demand. Getting your hands on SpaceX (NASDAQ: SPCX) shares will be nearly impossible for the average investor.

SpaceX's initial public offering is more than four times oversubscribed, meaning Wall Street's biggest players have placed orders for more than $300 billion in stock for a deal raising only $75 billion. When the dust settles, a staggering $225 billion, or more, in cash will be left on the sidelines from investors who wanted a piece of SpaceX but got locked out. That money will not just disappear; it's about to flood the rest of the publicly traded space sector.

What Happens When $225 Billion Needs a New Home?

ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

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 avoidtc pixel

All that money that could not buy SpaceX stock has to go somewhere. Big investment funds have mandates to invest in the aerospace sector, so they'll immediately look for the next best thing. This creates a powerful sympathy bid, where the excitement and capital from a massive IPO spill over into related companies, lifting their valuations.

Think of it this way: large investment funds are often required to keep a certain percentage of their assets in specific industries, such as aerospace. If they cannot get SpaceX, they cannot just sit on that money. They have to find other space stocks to buy to stay on track with their investment goals. This predictable rotation of capital is what creates the opportunity. The challenge is knowing where to look.

Launchpads, Workshops, and Baskets

Navigating this spillover requires understanding the different types of companies that make up the space economy. Investors can generally break them down into three categories: launch providers, which are the sector's logistical backbone; infrastructure companies building the picks and shovels; and diversified funds that offer broader exposure.

Rocket Lab: The Established Rocket on the Pad

Rocket Lab (NASDAQ: RKLB) is the most direct public competitor to SpaceX in the small- to medium-satellite launch market. For large investors who need immediate exposure to the launch industry, Rocket Lab is the logical safe harbor.

Rocket Lab's financials show a strong foundation. The company has very little debt and plenty of cash on hand, which is crucial because it allows it to fund major projects like its new Neutron rocket without taking on risky loans.

The business is also growing at an impressive pace. Rocket Lab reported a 63.4% increase in revenue in the first quarter of 2026 compared to last year and already has a $2.2 billion backlog of scheduled launches. This predictable revenue stream is exactly what institutional investors look for when they need to deploy large amounts of capital quickly and safely.

Redwire: The Space Economy's Workshop

If launch providers are the trucking companies of space, Redwire Corporation (NYSE: RDW) is the company building the highways, warehouses, and tools.

Redwire specializes in critical space infrastructure, from solar arrays that power satellites to robotics and in-space 3D printing.

At first glance, Redwire's financials might look complex, showing negative profit margins and recent stock issuance. But investors should understand why those issues exist. Redwire is in high-growth mode, spending heavily now to build out unique technologies that could become the industry standard.

This is a classic picks-and-shovels play. Instead of betting on one specific mission, you're investing in the underlying hardware that everyone will need. The unusually high activity in the options market on June 10, 2026, suggests that some sophisticated investors are betting that Redwire's big upfront investments are about to start paying off in the form of high-margin government and commercial contracts.

Don't Pick a Rocket, Buy the Whole Fleet

For investors who find picking individual stocks too volatile, another strategy is to buy a basket of companies all at once through an exchange-traded fund (ETF). This approach offers instant diversification across the entire industry.

A popular option is the Procure Space ETF (NASDAQ: UFO), a leading pure-play space ETF. This fund specifically targets companies that generate the majority of their revenue directly from space-related activities, such as rocket manufacturing, satellite communications, and launch services. Its holdings provide a broad cross-section of the industry, including Rocket Lab and Redwire. For investors seeking direct, yet diversified, exposure to the growth of the space economy, an ETF like UFO can be a compelling alternative.

Your Final Pre-Launch Check

For investors seeking exposure to the space economy, the key takeaway is to look beyond the immediate IPO frenzy. Chasing SpaceX stock on day one could be a volatile ride filled with institutional-level competition. A different approach is to research the established public companies that form the backbone of the space industry. Understanding these secondary players and how the coming wave of capital could impact them may offer a more grounded strategy for participating in the sector's long-term growth.


 
This message is a sponsored message sent on behalf of StocksToTrade, a third-party advertiser of MarketBeat. Why was I sent this email content?.
 
If you have questions or concerns about your account, please don't hesitate to email our South Dakota based support team at contact@marketbeat.com.
 
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
 
© 2006-2026 MarketBeat Media, LLC.
345 N Reid Place #620, Sioux Falls, South Dakota 57103-7078. USA..
 
Today's Featured Content: You Don’t Need Ultra-Software to Catch This Setup (Click to Opt-In)

Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.

Elon Musk Says America Is "1,000% Going to Go Bankrupt"

The national debt just crossed $39 trillion. Your retirement is in the blast radius.

Elon Musk has stared down financial ruin before. He pulled Tesla and SpaceX from the edge of collapse when both companies were weeks from running out of cash, and turned them into two of the most valuable enterprises on the planet.

Now he's issuing the most urgent warning of his career, and this time it's not about his companies. It's about America itself.

As the former head of the Department of Government Efficiency (DOGE) under President Trump, Musk got an inside look at the true state of the government's finances. What he found made him say publicly that the U.S. is "1,000% going to go bankrupt" if nothing changes.

Here's what he uncovered:

Runaway government spending has pushed national debt to unsustainable levels

✅ The Federal Reserve's rate hikes are squeezing the economy, making inflation irreversible

The stock market is on shaky ground, putting traditional 401(k)s, IRAs, and TSPs at risk

With Trump back in charge, massive spending cuts are already underway. Even Musk admitted they won't be enough to fix the system.

But while these cuts are necessary, they could send shockwaves through Wall Street, creating the kind of unpredictable market turbulence that wipes out years of retirement savings overnight.

That's why financial elites and billionaire fund managers aren't waiting to react. They're moving their wealth now.

For the everyday American who's worked hard to build their nest egg, the Trump administration preserved a little-known IRS loophole that allows you to shield your retirement savings before the next wave of turbulence hits.

Download Your Free 2026 Wealth Protection Guide and follow the simple steps to secure your nest egg now.

Historically, those who prepare ahead of financial turbulence fare better than those who don't.

>>Get Your Free Wealth Protection Guide<<

GET THE FREE GUIDE


 
 
 
 
 
 

This Month's Featured Article

The Biggest Opportunity From SpaceX’s IPO May Surprise You

Reported by Jeffrey Neal Johnson. Article Published: 6/10/2026.

SpaceX Falcon 9 rocket stands on a launch pad with the SpaceX logo overlaid.

Key Points

  • The SpaceX IPO is more than four times oversubscribed, leaving an estimated $225 billion in sidelined capital to rotate into public space stocks.
  • Rocket Lab, the most direct public competitor to SpaceX, reported 63.4% revenue growth in Q1 2026 and holds a $2.2 billion launch backlog.
  • Investors seeking diversified exposure to the space sector could consider the Procure Space ETF, which holds Rocket Lab, Redwire and others.
  • Special Report: Everyone wanted SpaceX. Smart money wants this.

You have probably seen headlines about Senator Elizabeth Warren trying to delay the SpaceX IPO. While that makes for good political drama, the reality for investors is that the deal is almost certainly happening on Friday. The real story is not the political noise but the simple math of supply and demand. Getting your hands on SpaceX (NASDAQ: SPCX) shares will be nearly impossible for the average investor.

SpaceX's initial public offering is more than four times oversubscribed, meaning Wall Street's biggest players have placed orders for more than $300 billion in stock for a deal raising only $75 billion. When the dust settles, a staggering $225 billion, or more, in cash will be left on the sidelines from investors who wanted a piece of SpaceX but got locked out. That money will not just disappear; it's about to flood the rest of the publicly traded space sector.

What Happens When $225 Billion Needs a New Home?

ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

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 avoidtc pixel

All that money that could not buy SpaceX stock has to go somewhere. Big investment funds have mandates to invest in the aerospace sector, so they'll immediately look for the next best thing. This creates a powerful sympathy bid, where the excitement and capital from a massive IPO spill over into related companies, lifting their valuations.

Think of it this way: large investment funds are often required to keep a certain percentage of their assets in specific industries, such as aerospace. If they cannot get SpaceX, they cannot just sit on that money. They have to find other space stocks to buy to stay on track with their investment goals. This predictable rotation of capital is what creates the opportunity. The challenge is knowing where to look.

Launchpads, Workshops, and Baskets

Navigating this spillover requires understanding the different types of companies that make up the space economy. Investors can generally break them down into three categories: launch providers, which are the sector's logistical backbone; infrastructure companies building the picks and shovels; and diversified funds that offer broader exposure.

Rocket Lab: The Established Rocket on the Pad

Rocket Lab (NASDAQ: RKLB) is the most direct public competitor to SpaceX in the small- to medium-satellite launch market. For large investors who need immediate exposure to the launch industry, Rocket Lab is the logical safe harbor.

Rocket Lab's financials show a strong foundation. The company has very little debt and plenty of cash on hand, which is crucial because it allows it to fund major projects like its new Neutron rocket without taking on risky loans.

The business is also growing at an impressive pace. Rocket Lab reported a 63.4% increase in revenue in the first quarter of 2026 compared to last year and already has a $2.2 billion backlog of scheduled launches. This predictable revenue stream is exactly what institutional investors look for when they need to deploy large amounts of capital quickly and safely.

Redwire: The Space Economy's Workshop

If launch providers are the trucking companies of space, Redwire Corporation (NYSE: RDW) is the company building the highways, warehouses, and tools.

Redwire specializes in critical space infrastructure, from solar arrays that power satellites to robotics and in-space 3D printing.

At first glance, Redwire's financials might look complex, showing negative profit margins and recent stock issuance. But investors should understand why those issues exist. Redwire is in high-growth mode, spending heavily now to build out unique technologies that could become the industry standard.

This is a classic picks-and-shovels play. Instead of betting on one specific mission, you're investing in the underlying hardware that everyone will need. The unusually high activity in the options market on June 10, 2026, suggests that some sophisticated investors are betting that Redwire's big upfront investments are about to start paying off in the form of high-margin government and commercial contracts.

Don't Pick a Rocket, Buy the Whole Fleet

For investors who find picking individual stocks too volatile, another strategy is to buy a basket of companies all at once through an exchange-traded fund (ETF). This approach offers instant diversification across the entire industry.

A popular option is the Procure Space ETF (NASDAQ: UFO), a leading pure-play space ETF. This fund specifically targets companies that generate the majority of their revenue directly from space-related activities, such as rocket manufacturing, satellite communications, and launch services. Its holdings provide a broad cross-section of the industry, including Rocket Lab and Redwire. For investors seeking direct, yet diversified, exposure to the growth of the space economy, an ETF like UFO can be a compelling alternative.

Your Final Pre-Launch Check

For investors seeking exposure to the space economy, the key takeaway is to look beyond the immediate IPO frenzy. Chasing SpaceX stock on day one could be a volatile ride filled with institutional-level competition. A different approach is to research the established public companies that form the backbone of the space industry. Understanding these secondary players and how the coming wave of capital could impact them may offer a more grounded strategy for participating in the sector's long-term growth.


This Month's Featured Article

3 Stocks Cashing In on AI While Everyone Watches NVIDIA

Reported by Bridget Bennett. Article Published: 6/11/2026.

An electrical substation with high-voltage transmission towers and a city skyline at dusk.

Key Points

  • Marc Chaikin of Chaikin Analytics argues that AI infrastructure stocks, not semiconductors, represent the next major investment opportunity.
  • Argan, MasTec, and Quanta Services have each posted strong earnings beats and recent price pullbacks that Chaikin views as entry points.
  • Quanta Services has beaten earnings estimates in 18 of the last 20 quarters, reflecting durable demand for U.S. electrical grid upgrades.
  • Special Report: Everyone wanted SpaceX. Smart money wants this.

While investors have been fixated on semiconductors and the Magnificent Seven, a quieter group of stocks has been doing something those names haven’t: beating earnings, attracting institutional money, and pulling back just enough to offer a fresh entry point.

NVIDIA Corporation (NASDAQ: NVDA) and the rest of the Mag 7 are up less than 1% on the year. Meanwhile, the companies actually building the infrastructure that makes AI run—the power plants, data centers, and electrical grid expansions—have been putting up real numbers. Marc Chaikin of Chaikin Analytics says that’s exactly where investors should be looking right now, and he has three names to make the case.

Where the AI Money Is Actually Going

ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

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 avoidtc pixel

The chip story had its moment. NVIDIA, Advanced Micro Devices (NASDAQ: AMD), and Micron Technology (NASDAQ: MU)—those runs were real and well documented. Then the hardware layer caught up: Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) both posted blowout earnings as demand for data center servers surged. Those stocks doubled in a matter of weeks.

Chaikin’s view is that the biggest gains in chips and servers have already been realized. The next layer of the trade is the infrastructure that houses and powers all of it—and that story is still early.

The data center buildout requires two things above all else: construction expertise and electricity. The three stocks on his list sit directly in that path.

Argan: Small Cap, Specialized Play

Argan, Inc. (NYSE: AGX) is a construction and engineering firm focused on power plant development—a niche that puts it squarely in the path of data center expansion.

With roughly $1 billion in revenue, it’s the smallest name on the list, but Chaikin says that’s part of the appeal. Retail investors haven’t found it yet, which means there could be another wave of buying still to come.

The stock spiked on its most recent earnings report before pulling back. Chaikin sees that pullback as the setup: strong fundamentals, a multi-year growth runway, and a price that has come in from its highs.

MasTec: Mid-Cap With a Trifecta of Bullish Signals

MasTec, Inc. (NYSE: MTZ) operates at a much larger scale—around $15 billion in revenue—providing infrastructure solutions across electrical, pipeline, and communications projects. It’s not a household name in AI conversations, but its most recent earnings tell a different story.

Against an estimate of 98 cents per share, MasTec reported $1.39, beating by 41 cents and raising guidance for the rest of the year.

Chaikin points to what he calls a trifecta: a consistent pattern of positive earnings surprises across the last six quarters, analysts raising their estimates in response, and ratings upgrades that follow.

That combination—earnings surprise feeding analyst revision feeding price momentum—is exactly what his Power Gauge ranking system is designed to identify. MasTec has it.

The stock is also down about 20% over the past month, which Chaikin views as another opportunity to buy the dip rather than chase a spike.

Quanta Services: The Largest Play With the Longest Runway

Quanta Services, Inc. (NYSE: PWR) is the anchor name on the list. With approximately $30 billion in revenue and a $100 billion market cap, it’s a significantly larger company than the first two, and Chaikin argues it may have the longest-lasting tailwind of all.

Quanta doesn’t build data centers. It expands the electrical grid capacity that data centers depend on. That distinction matters, because the grid upgrade story extends well beyond AI. U.S. electrical infrastructure is aging, vulnerable to extreme weather, and increasingly insufficient for a growing economy.

Quanta has been doing this work for decades and will continue doing it regardless of what happens with AI spending cycles.

The earnings track record reflects that durability. Quanta has posted positive earnings surprises in 18 of the last 20 quarters.

Most recently, it beat estimates by 35%, reporting $2.68 against a consensus of $2.04. The stock spiked 15% on the report and has since pulled back, offering a nice discount relative to its all-time high.

The Pattern Retail Investors Keep Missing

The common thread is straightforward: strong earnings, institutional ownership, and recent pullbacks that Chaikin reads as buying opportunities rather than warning signs. These aren’t speculative plays. They’re companies with real revenue, real contracts, and exposure to a buildout that’s expected to run for at least another three to five years.

The retail investor hasn’t caught up to names like these yet. That’s not a reason to ignore them—it may be exactly the reason to pay attention.

Thank you for subscribing to DividendStocks.com's daily newsletter for dividend and income investors that covers ex-dividend stocks, new dividend declarations, dividend stock ideas, and the latest market news.
 
This email communication is a sponsored message from American Hartford Gold, a third-party advertiser of DividendStocks.com and MarketBeat.
 
If you have questions about your subscription, don't hesitate to email MarketBeat's U.S. based support team at contact@marketbeat.com.
 
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
 
© 2006-2026 MarketBeat Media, LLC.
345 N Reid Place #620, Sioux Falls, S.D. 57103-7078. United States..
 
Today's Featured Content: You Don’t Need Ultra-Software to Catch This Setup (Click to Opt-In)