Navellier Warns: This Could Leapfrog Elon's SpaceX IPO
Elon Musk could take SpaceX public in 2026, at an estimated $1.75 trillion valuation. The IPO would include Elon's AI model, Grok. But according to Louis Navellier, a radical new AI model will launch this year… over 1,000 times more powerful than Elon's. And the company behind it could outperform SpaceX in the process.
Click here for full details (including Louis' new pick — free).
3 Edge AI Stocks to Watch as the Next Wave of AI Demand Builds
Written by Bridget Bennett. Date Posted: 4/4/2026.
Key Points
- Honeywell is a quietly dominant edge AI infrastructure play, with an estimated 35% of revenue tied to rugged devices that run AI on factory floors, oil rigs, and power plants.
- Vertiv's thermal and power management expertise positions it as a picks-and-shovels beneficiary as edge AI deployments scale from thousands to millions of distributed nodes.
- One Stop Systems is a speculative micro-cap pure play building ruggedized computing platforms for defense and autonomous equipment, with real contracts already in production.
- Special Report: Elon’s “Hidden” Company
The AI trade has moved in waves—semiconductors, then software, then cloud infrastructure. Each rewarded early investors and punished latecomers. The next wave is already building, and it has nothing to do with data centers or chatbots. It's edge AI—the technology that puts artificial intelligence directly inside machines. Keith Kaplan, CEO of TradeSmith, has been tracking this shift closely, and he sees three companies across very different risk profiles positioned to ride it.
Why AI Can't Stay in the Cloud
Most people still picture AI as a conversation with ChatGPT: type a question, wait for a server miles away to respond, get an answer. That model works fine for text. It breaks down the moment AI has to operate in the physical world.
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This could be the best investment opportunity of the decade.A Tesla (NASDAQ: TSLA) traveling at highway speed has roughly 100 milliseconds to spot a pedestrian, read a signal, and decide whether to brake—a round trip to a cloud server takes too long. John Deere (NYSE: DE) makes thousands of decisions per minute in fields with no cell signal. Military drones processing targeting data can't rely on a connection that an enemy jammer could cut at any moment. In every case, the AI has to already live inside the machine. That's edge AI—and the companies building chips, rugged hardware, and thermal infrastructure for it are facing a demand wave most investors haven't priced in yet.
The edge AI market was roughly $11.8 billion in 2025 and is projected to approach $60 billion by 2030, representing nearly 37% annual growth. But the real story may move faster than projections suggest. Unlike the cloud AI boom, which was driven by a handful of hyperscale spenders, edge AI demand could spread across every autonomous vehicle, smart factory, hospital, satellite, power grid, and eventually every home—billions of devices across thousands of industries.
And that's the scale of what's coming.
Honeywell: The 140-Year-Old Edge AI Cornerstone
Honeywell (NASDAQ: HON) is nobody's idea of a hot AI stock, and that's exactly the opportunity.
Founded in 1885 with a market cap around $147 billion, this is a profitable, dividend-paying industrial giant that many investors overlook when scanning for edge AI exposure.
But they shouldn't.
Honeywell builds the rugged devices that edge AI actually runs inside—on factory floors, oil rigs, and power plants. Its enterprise-grade cybersecurity is integrated at the hardware level, and its industrial networking connects edge devices to each other and to central systems. An estimated 35% of Honeywell's total revenue is already tied to edge AI applications.
The growth lever is an upgrade cycle that's already underway. Honeywell doesn't necessarily need new customers—it needs to modernize thousands of existing sites with AI-capable infrastructure. The installed base is massive, and switching costs are high. For investors who want meaningful edge AI exposure backed by a balance sheet that has survived over a century, Honeywell is a cornerstone holding in this space.
Vertiv: The Thermal Backbone of Distributed AI
Vertiv (NYSE: VRT) has been a rocket ship, growing from a roughly $10 billion company to a market cap just over $100 billion.
The stock has risen sharply over the past year, and its recent addition to the S&P 500 brought a fresh wave of index fund buying. The question investors are asking is whether the run has room to continue.
The case for more: the cloud data center boom involved a few hundred hyperscale facilities. Edge AI means millions of distributed nodes, each requiring power management and thermal solutions—Vertiv's core business.
Here's the key insight many miss. Edge devices are small, densely packed, and deployed in harsher environments than climate-controlled data center racks. The thermal challenge at the edge is just as demanding as in centralized facilities, but in much tougher settings.
As edge nodes spread from factories to hospitals to substations to vehicles, Vertiv's addressable market scales directly with that buildout. The valuation isn't cheap—its P/E reflects high expectations—but the demand trajectory could justify it if edge deployments accelerate on the timeline bulls expect. Think of Vertiv as the picks-and-shovels play for the physical infrastructure of edge AI.
One Stop Systems: A Speculative Pure Play on Defense-Grade Edge AI
One Stop Systems (NASDAQ: OSS) is a different animal entirely. With a market cap around $250 million, this thinly traded micro-cap is not for the faint of heart.
The company is not yet profitable on a net income basis. It is, however, as pure an edge AI play as exists in public markets.
One Stop Systems builds ruggedized, high-performance computing platforms engineered to survive conditions that would destroy conventional hardware—extreme heat, shock, vibration, and high g-forces. Their sweet spot is defense. They hold contracts with the U.S. Navy's Poseidon program, where lifetime revenue has already exceeded $65 million, and they're building infrastructure for U.S. Army combat vehicles. A newer autonomous construction and mining equipment contract carries a $10 million to $15 million five-year pipeline.
There is no cloud business here, no consumer division, and no software subscription to fall back on. This is all edge, all the time. The company has guided for 20% to 25% revenue growth in 2026, and the path to profitability is visible if the contract pipeline continues expanding.
The risk is real—small-cap, speculative, and volatile. But if defense-focused edge AI scales the way geopolitical trends suggest, this is the kind of name that can move a portfolio.
The Uncomfortable Phase Is Where the Returns Are
Edge AI isn't a short-term trade. It's the deployment of artificial intelligence into the physical world, and it's just getting started. The demand shock hasn't fully arrived. The infrastructure is being built, the models are being trained, and deployments remain in their earliest stages.
Investors who bought NVIDIA (NASDAQ: NVIDIA) early made extraordinary returns, but they did it when the thesis felt uncomfortable. That's roughly where edge AI sits today—early, volatile, and full of conviction-testing moments. The difference is that demand here won't be concentrated in a handful of hyperscalers. It will be distributed across every industry that operates in the physical world. Autonomous vehicles, smart manufacturing, AI-driven medicine, and defense robotics aren't pausing for rate hikes or tariffs. The buildout is happening, and the companies enabling it are worth watching closely.
3 Different Fintech Giants: Turnaround, Stability, or Risky Bet?
Written by Peter Frank. Date Posted: 4/12/2026.
Key Points
- Fiserv offers turnaround potential but faces slowing growth and weak investor confidence.
- Global Payments is pursuing a major acquisition that adds scale but introduces execution and integration risk.
- FIS stands out for stable growth and income, with a dividend yield near 4%.
- Special Report: Elon’s “Hidden” Company
The payments industry is booming. So why isn’t everyone benefiting? Companies like Fiserv (NASDAQ: FISV), Global Payments (NYSE: GPN) and FIS (NYSE: FIS) collect a toll every time you tap your card, pay an invoice, or move money digitally.
Yet each tells a very different story when it comes to financial results and stock performance. One looks like a deep-value turnaround. One just completed a massive acquisition that could transform—or complicate—its business. And one is a steady dividend grower. Investors seeking exposure to the payments trend might consider one or all of these companies to build a broader play.
Fiserv: A Contrarian Bet on a Battered Stock
Fiserv has had a rough run. The stock now trades near levels last seen eight years ago, despite the company generating billions in free cash flow and maintaining leading positions with banks and merchants across the country.
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This could be the best investment opportunity of the decade.For 2025, Fiserv reported revenue of $21.2 billion and operating income of $5.8 billion, driven by its recurring payments-processing business. The fourth quarter showed modest momentum: both earnings and revenue came in above analyst expectations. Revenue, however, remained relatively flat—growing less than 1% year-over-year to $4.9 billion—while earnings per share were $1.99, 21% below the year-ago period but nine cents above estimates.
The real hit to Fiserv shares came earlier. After hitting a 52-week high of $221.50 per share, the stock plunged in late 2025 when third-quarter results disappointed investors. The company then named two new co-presidents and replaced its chief financial officer.
A more recent sell-off followed the year-end numbers and a fresh growth scare. Management's 2026 guidance of $8.00 to $8.30 in earnings per share with organic revenue growth of 1%–3%—below last year’s increase—reinforced concerns that the company’s restructuring plan could take longer than hoped.
Analysts generally maintain a Hold rating on Fiserv. Of 37 analysts covering the stock, 26 recommend Hold, nine recommend Buy and two recommend Sell. The average 12-month price target is in the low-to-mid $70s. For contrarian investors willing to bet on a turnaround, that risk-reward may be tempting.
Global Payments: Big Acquisition, Bigger Question Marks
GPN is the most complex story of the three. For 2025, the company reported adjusted net revenue rose 2% to $9.3 billion (up 6% on a constant-currency, pro forma basis), while adjusted earnings per share climbed 11% to $12.22.
Under GAAP, however, both revenue and net income declined for the period.
At the same time, the company announced a $2.5 billion share repurchase as part of a plan to return $7.5 billion in capital to shareholders through 2027. GPN currently pays a modest quarterly dividend of $0.25, yielding around 1.5% at recent prices.
What makes GPN interesting is the transformation it’s pursuing. A defining event was its Worldpay acquisition, which closed in January 2026. The company acquired 100% of Worldpay in a complex cash, stock, and debt deal worth more than $24 billion and simultaneously divested its Issuer Solutions business back to FIS.
This positions GPN as a focused commerce solutions provider: a larger merchant platform with broader cross-border capabilities and richer data. Investors, however, are unlikely to see the full financial impact immediately, and integrations of this size carry execution risk.
The company is optimistic. It projects net revenue growth in 2026 of about 5%, while adjusted earnings per share are expected to rise roughly 13% to $13.80–$14.00.
Analyst sentiment is lukewarm. GPN holds an overall Hold consensus rating from 25 analysts, with an average price target in the upper $80s. Although this implies a decent upside from the current mid-$60s, it’s not a ringing endorsement, and several analysts have lowered their assessments as the stock recently hit a 52-week low.
FIS: Better for Income Investors
Fidelity National Information Services, generally known as FIS, offers a different profile: more predictable growth, rising free cash flow, and an increasingly attractive dividend.
After spinning off its stake in the Worldpay merchant business to GPN, FIS reported 2025 revenue of $10.7 billion, up 5%, while adjusted EPS climbed 10% to $5.75. Cash flow from continuing operations grew 19%, and the board rewarded shareholders with a 10% dividend increase to $0.44 per share. In total, the company returned $2.1 billion during the year, including $1.3 billion in share buybacks.
The outlook for 2026 is also constructive: management projects adjusted revenue growth of around 30% and adjusted EPS gains of 8%–10%.
Wall Street is generally optimistic, with a consensus rating of Moderate Buy. With the average price target at $69.67, that implies roughly a 50% upside from current levels. And the dividend yield is nearly 4%, making FIS one of the more attractive income plays in the space.
Risks remain if the broader financial sector slows and large clients pull back. Pricing pressure from big customers could hit margins. But for investors seeking steady returns from a company in the financial infrastructure, FIS is the most balanced story of the three.
Different Ways to Play Payments
These three companies offer distinct trade-offs. While each provides a way to invest in digital payments, each occupies a different position in the market. Investors could bundle all three to spread risk and capture an overall lift in the payments sector.
A cautious investor might favor FIS for income, while GPN offers growth potential from its Worldpay integration. Fiserv represents a contrarian turnaround bet, provided its restructuring and execution gain traction. Though they all sit in the financial-services ecosystem, that commonality is where much of the similarity ends.
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