Dear Reader,
I don't say this lightly:
June 1 could be the most important date in this entire SpaceX story.
By now, most investors know Elon Musk's private empire has created extraordinary wealth for early insiders.
But what most people still don't understand is this:
The biggest money in a major IPO wave is often made before the crowd fully connects the dots.
That's why I want you to pay very close attention over the next few days.
Because after June 1, I believe a key window could begin closing on what may be one of the best "backdoor" opportunities tied to the SpaceX IPO.
And once Wall Street fully catches on, the easy money is usually gone.
I've spent my career studying major macroeconomic shifts, market cycles, and the way capital floods into the next big theme.
This setup has several of the same ingredients I've seen before:
- a powerful public narrative
- a narrow timing window
- lesser-known stocks positioned to benefit before the masses move in
If you wait until the financial media is pounding the table on this, you may already be too late.
That's why I strongly urge you to review my full presentation before June 1.
Go here now to learn more about the opportunity while the early window is still open <<<
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
MarketBeat Week in Review – 05/04 - 05/08
Author: MarketBeat Staff. Published: 5/9/2026.
Key Points
- Stocks hit record highs on the hope of a resolution to the conflict with Iran.
- Special Report: Elon Musk already made me a “wealthy man”
- Earnings continue to beat expectations, and a strong April Jobs report added more fuel to the rally.
- Special Report: Elon Musk already made me a “wealthy man”
- Investors will get the next read on inflation when the April CPI and PPI are released on Tuesday and Wednesday, respectively.
- Special Report: Elon Musk already made me a “wealthy man”
Stocks had a strong week, with the Nasdaq and S&P 500 hitting record highs, lifted by hopes of a resolution to the conflict with Iran. A strong April jobs report on Friday added fuel to the rally.
This earnings season shows that the artificial intelligence (AI) trade is alive and well. But there is still evidence that the rally is broadening to include other sectors, including small-cap stocks, which have posted some of the strongest gains.
Elon Musk’s $1 Quadrillion AI IPO (Ad)
$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.
And right now, you can claim a stake before the company goes public, starting with just $500.
Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.
Claim Your Stake NowFor now, consumer behavior looks very different from how people say they’re feeling. But results from some consumer discretionary stocks showed that higher gas prices continue to make lower-income consumers more selective about where they spend. Next week’s release of April CPI and PPI data will provide a hint of where inflation could be headed.
Articles by Thomas Hughes
NVIDIA Corp. (NASDAQ: NVDA) will report earnings on May 20. Thomas Hughes explained why the company’s China GPU market share (officially at 0%) is key to understanding the company’s backlog and what that could mean, especially with expectations already set very high.
While NVDA is consolidating, Advanced Micro Devices (NASDAQ: AMD) has caught a bid. And as Hughes noted, the company’s earnings report could accelerate that momentum. The good news for investors is that the growth cycle is still in the early stages.
Hughes also analyzed Shopify Inc. (NASDAQ: SHOP). The company’s Q1 2026 earnings report was strong, but patience may be needed as SHOP’s valuation remains a near-term headwind.
Articles by Sam Quirke
Intel Corp. (NASDAQ: INTC) has been one of the strongest performers since the beginning of April. This week, Sam Quirke explained why the company’s potential relationship with Apple Inc. (NASDAQ: AAPL) could change the conversation and fuel the next leg of the rally.
Lockheed Martin Corp. (LMT) delivered a surprisingly weak earnings report with misses on both the top and bottom lines. However, Quirke explained why the report looks like a one-off, which could be a blessing in disguise for a stock that has gone from overbought to oversold.
Amazon.com Inc. (NASDAQ: AMZN) is one of the best examples of how expensive the AI infrastructure buildout will be. Even a company with ample cash like Amazon is burning through reserves at a prolific rate. However, Quirke noted that investors seem willing to give AMZN the benefit of the doubt.
Articles by Chris Markoch
Palantir Technologies Inc. (NASDAQ: PLTR) fell by nearly 10% despite a blowout earnings report. It’s not the first time that’s happened to the company. Chris Markoch explained how, even though PLTR isn’t a valuation darling, the stock is still likely to move higher.
The demand for natural gas continues to outpace supply. Markoch noted that’s all investors really need to know after Williams Company Inc. (NYSE: WMB) reported earnings. The company’s debt is up, but any concerns are offset by the demand coming from data centers.
Berkshire Hathaway (NYSE: BRK.B) just hosted its first shareholder meeting after Warren Buffett’s departure. The new CEO did just fine, and all eyes were on the company’s record cash pile and how it might be spent. Markoch gave investors a couple of ideas ranging from predictable to contrarian.
Articles by Ryan Hasson
Sandisk (NASDAQ: SNDK) has been a success story with real strength behind it. But Ryan Hasson observed that the selloff following a strong earnings report that included raised guidance suggests there may be too much of a good thing. Investors will want to see whether this is a setup for a new leg higher.
A similar story could be setting up for Nebius Group (NASDAQ: NBIS). The stock is at an all-time high on news of a key acquisition and a significant backlog. However, NBIS is looking frothy, which means the company’s May 13 earnings report may become a sell-the-news event.
The story of this earnings season has been strength leading to strength. Hasson pointed investors to five stocks that beat Q1 earnings and that the market keeps rewarding.
Articles by Leo Miller
Insider selling always gets investors’ attention. However, Leo Miller highlighted three stocks with significant insider selling and noted why only one of them may warrant concern.
The GLP-1 trade got a lot simpler after a recent FDA proposal that will curtail certain compounding facilities. Miller explained what that means for the three most prominent stocks in this space.
Earnings season follows a cadence. After the hyperscalers and chipmakers report, investors will hear from Broadcom Inc. (NASDAQ: AVGO). Miller pointed out that recent results from hyperscalers are a likely indicator that the bullish sentiment around Broadcom will be rewarded.
Articles by Nathan Reiff
Quantum computing stocks have been surging, and the recent report from IonQ Inc. (NYSE: IONQ) shows the rally may have legs. Nathan Reiff explained what investors loved about the report, and also the one data point that offered a cautious reminder that this sector still has some maturing to do.
Much like the AI buildout, the quantum computing sector has peripheral opportunities in companies investors may not expect. Reiff highlighted two legacy tech companies that are making inroads into the quantum space.
Despite, and maybe because of, U.S. markets trading near record levels, it might be a good idea to diversify into emerging market stocks. Exchange-traded funds (ETFs) are a good choice for investors looking for exposure, and Reiff highlighted three emerging market ETFs to put on a watchlist.
Articles by Dan Schmidt
A common question after a company reports strong earnings is, “Should I continue to buy?” This week, Dan Schmidt gave investors insight into that question for three AI stocks that crushed earnings.
With the S&P 500 making new record highs, dividend stocks may seem out of fashion. Despite this, Schmidt noted a pattern with Costco Wholesale Corp. (NASDAQ: COST) that signals the likelihood of a special dividend being paid out in 2026.
Articles by Jeffrey Neal Johnson
Corning Inc. (NYSE: GLW) is one of the latest recipients of direct funding from NVIDIA. Jeffrey Neal Johnson explained why this investment reprices GLW as a core AI infrastructure play and what it means for the technical outlook and fundamental valuation.
Johnson also explained why the severe supply chain constraints on GPUs and high-performance memory have fueled the Neocloud infrastructure story. That’s been reflected in the performance of Backblaze (NASDAQ: BLZE), which made an explosive move after its Q1 2026 earnings report.
AMC Entertainment (NYSE: AMC) stock is rallying, and this time it’s not a meme stock mistake. Johnson explained how several blockbuster box-office movies are showing that demand for the movie theater experience may be making a comeback.
Articles by Jennifer Ryan Woods
The increased scrutiny of social media stocks, particularly as it relates to children, is starting to show up in stock prices. Jennifer Ryan Woods highlighted that issue as the key takeaway from an otherwise strong earnings report from Roblox Corp. (NYSE: RBLX).
Norwegian Cruise Line Holdings Ltd. (NYSE: NCLH) has been a laggard among cruise line stocks. Woods broke down the company’s latest earnings report, which shows investors shouldn’t expect smooth sailing anytime soon.
TJX Companies Inc. (NYSE: TJX) remains one of the strongest retail stories. But the company’s guidance for slower growth comes with TJX near all-time highs. Investors looking for a treasure hunt may want a better option.
Articles by Peter Frank
Capital One Financial (NYSE: COF) took a big swing when it acquired Discover Financial. Peter Frank wrote that for investors, the payoff has been more of a wait-and-see story. Analysts are still bullish, but patience can only outrun performance for so long.
It wasn’t long ago that Wells Fargo (NYSE: WFC) was deeply out of favor with investors. But customers are returning. And Frank noted that after a solid earnings report, it appears analysts are willing to give WFC a second chance.
Investors may have been surprised by the disappointing earnings report from SLB (NYSE: SLB). However, as Frank wrote, “the short-term and the long-term stories may be pointing in opposite directions, but that tension is exactly where the opportunity lives for investors.”
Rewiring AI: NextEra Energy Sparks a Mega Merger
Author: Jeffrey Neal Johnson. Published: 5/19/2026.
Key Points
- NextEra Energy agreed to acquire Dominion Energy in a $67 billion all-stock deal, forming the world's largest regulated electric utility by market capitalization.
- The acquisition gives NextEra Energy control over Dominion Energy's Northern Virginia grid, which holds 51 gigawatts of contracted data center capacity and 70 gigawatts in the pipeline.
- The merger faces a 12- to 18-month regulatory timeline, though NextEra Energy committed $2.25 billion in customer bill credits to help secure state-level approvals.
- Special Report: Elon Musk already made me a “wealthy man”
The insatiable energy demand of artificial intelligence represents a structural shift in the global economy. This shift creates a clear divide between utility operators that can scale to meet the needs of hyperscale data centers and those that will be left behind.
NextEra Energy's (NYSE: NEE) agreement to acquire Dominion Energy Inc. (NYSE: D) in a $67 billion all-stock transaction is a direct response to this reality. The acquisition secures the single most critical power infrastructure chokepoint in the artificial intelligence revolution.
Elon Musk’s $1 Quadrillion AI IPO (Ad)
$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.
And right now, you can claim a stake before the company goes public, starting with just $500.
Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.
Claim Your Stake NowBy absorbing Dominion Energy's grid, NextEra Energy positions itself as the indispensable energy backbone for massive technology platforms. The market's initial reaction was a decline in NextEra Energy's stock price on heavy volume, while Dominion Energy rose nearly 10%.
This price action reflects a short-term focus on acquisition costs, overlooking the creation of a near-monopolistic entity built to power digital expansion.
Building a $67 Billion Tollbooth
The strategic crown jewel of this transaction is Dominion Energy's control over the grid serving the largest concentration of data centers on the planet. As of early 2026, Dominion Energy held an estimated 51 gigawatts of contracted data center capacity, along with another 70 gigawatts in the request pipeline.
This portfolio serves as the primary logistical gateway connecting power generation to the PJM Interconnection, the grid manager for 13 states and the District of Columbia. NextEra Energy is buying exclusive access to Northern Virginia.
The explosive growth in compute required for large language models creates an immediate energy bottleneck. Technology platforms can build data centers anywhere, but those facilities require reliable, massive-scale power delivery. Dominion Energy's established and permitted transmission infrastructure in this specific geographic corridor represents an irreplaceable asset with formidable barriers to entry. The $67 billion valuation reflects the market price of a critical piece of America's digital infrastructure.
NextEra Energy Balances Equity Dilution and Yield
Under the terms of the agreement, Dominion Energy shareholders will receive a fixed exchange ratio of 0.8138 NextEra Energy shares for each share of Dominion Energy they hold. The transaction also includes a one-time cash payment of $360 million, distributed to all outstanding Dominion Energy shareholders at closing.
This structure results in a pro forma ownership split of 74.5% for existing NextEra Energy shareholders and 25.5% for Dominion Energy shareholders. The all-stock nature of the transaction is expected to be immediately accretive to NextEra Energy's adjusted earnings per share upon closing. NextEra Energy projects 9% adjusted earnings-per-share growth through 2032, a target it now expects to maintain through 2035.
The market's confidence in NextEra Energy's financial health was swiftly validated when S&P Global Ratings affirmed its credit ratings for Dominion Energy and revised its outlook to stable. A stronger credit profile translates directly into a lower cost of capital for financing the massive grid buildout required in the coming years.
Based on NextEra Energy's recent price action, the exchange ratio implies a value of roughly $72 per Dominion Energy share, creating an arbitrage spread that reflects the market's pricing of regulatory risk and the 12- to 18-month closing timeline.
Scaling Up to the Future
NextEra Energy and Dominion Energy will form the largest regulated electric utility globally by market capitalization. NextEra will serve approximately 10 million customer accounts and control 110 gigawatts of generation capacity across a broad mix of energy sources. The company will also manage a 130-gigawatt pipeline of large-load opportunities, overwhelmingly driven by data center demand. Leveraging a larger, more diversified portfolio of generation assets enables NextEra to manage grid reliability and costs in ways smaller competitors cannot.
The combination of NextEra Energy and Dominion Energy brings together best-in-class operations and development capabilities to cost-effectively meet surging power demand. This growth is anchored by a combined regulated rate base of $138 billion. NextEra Energy expects this rate base to grow at approximately 11% annually through 2032 by investing prudently for the benefit of utility customers. As energy projects become larger and more complex to meet artificial intelligence demands, only entities with NextEra Energy's level of financial and operational strength will be capable of executing them.
NextEra Energy Preempts Deal Friction
A merger of this magnitude will naturally face intense regulatory scrutiny. The transaction requires approval from the shareholders of NextEra Energy and Dominion Energy. NextEra Energy must also clear reviews by the Federal Energy Regulatory Commission, the Nuclear Regulatory Commission, and state utility commissions in Virginia, North Carolina, and South Carolina. The deal must also clear the waiting period imposed by the Hart-Scott-Rodino Antitrust Improvements Act.
NextEra Energy proactively committed to $2.25 billion in bill credits for Dominion Energy customers, spread over two years post-closing, to help secure state-level approvals. NextEra has also committed to maintaining dual headquarters in Florida and Virginia, alongside its operational headquarters in South Carolina. Protecting employee compensation for Dominion Energy's 15,000 workers is designed to ease political friction.
Shareholder lawsuits remain an expected part of the merger landscape, but the primary risk involves the multi-agency regulatory timeline. Investors must evaluate the likelihood of state-level pushback against NextEra Energy's capital deployment capabilities.
NextEra Energy Replaces Yield With Pure Growth
The NextEra Energy and Dominion Energy merger represents a fundamental investment in the physical backbone of the digital economy.
The initial stock dilution for NextEra Energy shareholders is a calculated and necessary cost to secure a decades-long, rate-regulated revenue stream tied directly to the most powerful secular growth trend in the current market.
Income-focused investors will note that NextEra Energy currently offers a 2.8% dividend yield, while Dominion Energy yields 3.9%. Post-merger, Dominion Energy shareholders will participate in NextEra Energy's pro forma dividend growth policy, which targets a 6% annual increase through 2028. This shift replaces a higher immediate yield with a highly defensible, long-term capital appreciation trajectory.
Investors with a long-term horizon focused on indispensable infrastructure assets might consider the current dip in NextEra Energy's stock a strategic entry point to gain exposure to the artificial intelligence power buildout. NextEra Energy controls the grid powering the data centers, securing one of the most defensible positions in the modern economy.
This message is a paid sponsorship from The Oxford Club, a third-party advertiser of MarketBeat. Why did I receive this email content?.
This ad is sent on behalf of The Oxford Club. 105 W Monument St, Baltimore, Maryland 21201. If you would like to optout from receiving offers from The Oxford Club please [link]click here[/link].
This offer is brought to you by [Affiliate name]. [Insert physical address of affiliate]. If you would like to unsubscribe from receiving offers brought to you by [Affiliate name] click here.
If you have questions about your account, feel free to email MarketBeat's 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 North Reid Place, Sixth Floor, Sioux Falls, SD 57103-7078. United States of America..
