Editor's Note: Please read the following note from 60-year Wall Street veteran Marc Chaikin, who explains what Fed Chair Powell's recent emergency meeting – called in response to a major AI lab breakthrough – could mean for your wealth.
Dear Reader,
Something unprecedented just happened in Washington D.C...
And the ripple effects could hit your money in a major way.
Treasury Secretary Scott Bessent and Fed Chair Jerome Powell recently summoned the CEOs of America's biggest banks to an emergency meeting.
Why?
That's why the U.S. government is rushing to deploy this technology across every major federal agency...
And why every major bank on the planet is now racing to get their hands on it.
JPMorgan is already in. So is Bank of America.
Goldman Sachs is even setting it to work on their most complex, back-office operations.
In other words, the U.S. government and the most powerful financial institutions in the world are begging one private AI lab for access to their technology.
And right now, there's still a little-known way to claim a backdoor stake in this private firm for less than $40 — before what could be the biggest IPO of the year.
But please don't delay. This profit window closes on June 16.
Regards,
Marc Chaikin
Founder, Chaikin Analytics
P.S. My award-winning system turned BULLISH on every member of the Magnificent Seven before they soared spectacularly...
Like Tesla in 2017 before it soared as much as 2,915%...
And Nvidia in 2014 before it soared as much as 55,000%.
Now it's flashing BULLISH on a little-known "pre-IPO backdoor" into the most sought-after private AI firm in the world.
Best part of all? It trades for less than $40 a share.
Click here to see why I recommend swinging into action before June 16.
Ternus the Page: Apple's Engineering Prodigy Takes the Reins
By Chris Markoch. Originally Published: 4/23/2026.
Key Points
- Apple’s appointment of John Ternus signals a shift back toward hardware-led innovation and long-term product development.
- Tim Cook remaining as executive chairman provides continuity, particularly in global operations and geopolitical strategy.
- Apple’s AI strategy is likely to stay device-centric, with a growing focus on privacy-driven, on-device intelligence.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Tim Cook is stepping down as chief executive officer of Apple Inc. (NASDAQ: AAPL). The news broke after the market closed on April 20 and included the announcement that John Ternus, the company’s senior vice president of hardware engineering, will take over for Cook in September 2026.
It wasn’t quite a “where were you when...” moment, but the news caught investors off guard. It’s like an athlete retiring while still with several years of gas in the tank. Insiders say rumors had circulated for some time, but the announcement still surprised many investors. It’s unusual and comes with several layers.
There Seems to Be a Trend
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Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history.
CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.
See how to get positioned in SpaceX before the announcement goes publicCook isn’t the only CEO to make a surprise departure in the last few years. Bob Iger stepped aside at Disney (NYSE: DIS) in March, as did James Quincey at Coca-Cola (NYSE: KO). And in 2025, Doug McMillon turned over the reins at Walmart (NASDAQ: WMT).
In many cases, a CEO’s exit is methodically choreographed over a series of quarters, if not years. Such was the case with Warren Buffett at Berkshire Hathaway (NYSE: BRK.B). That gives analysts and investors time to digest the move and what it means for the company’s fortunes and stock price.
When a CEO departs abruptly like this, it often signals they were forced out for poor performance. There’s no indication that’s the case here. Cook can get criticism for not building on the legacy of innovation he inherited, but there’s no denying he has been very good to Apple shareholders. Since the death of Steve Jobs in 2011, Apple has grown from a company worth about $300 billion to one worth $4 trillion.
So investors are left to draw their own conclusions. Here are a few key points to know.
Why John Ternus?
Ternus is a 25-year veteran of Apple and has overseen the development of products such as the iPhone Air, the MacBook Neo, AirPods (including hearing‑aid features), and the Mac’s silicon transition. He has the pedigree to lead what should be viewed as a transition more than a transformation.
He also brings the benefit of relative youth. At 51, he isn’t a placeholder hire — Apple is undoubtedly expecting Ternus to be at the helm for years to come. That suggests the company is likely to lean into the product side of the business rather than rely on services alone for future growth.
That likely means Apple will focus on custom silicon and groundbreaking hardware intended to re-establish its legacy of innovation, which some observers believe has waned. It also increases the likelihood of renewed competition with pure‑play AI semiconductor firms.
What Does This Mean for Apple’s AI Ambitions?
The answer lies in Ternus’ hardware background. To the frustration of some investors, Apple has long taken a hardware‑first, device‑centric approach to AI. That’s not surprising — Apple is fundamentally a hardware company, while AI breakthroughs have so far been driven largely by software.
That means Apple is unlikely to build its own large language model (LLM). However, the company is reportedly working on new AI‑enabled devices, such as Siri‑enabled smart glasses, a wearable pendant, and AirPods with cameras.
Those examples show how Ternus’ appointment represents a shift in decision‑making. He has been front and center in product development, whereas Cook’s forte has been operations, which he scaled impressively.
Apple now needs to articulate an on‑device strategy that leans into user privacy — a stance the company can credibly own. Analysts believe a “Private AI” strategy could provide Apple with a long‑term differentiation advantage.
Cook Is Not Leaving Apple
An important takeaway is that Cook will remain with Apple as executive chairman. This isn’t unprecedented, but it’s not common, either. Generally, new CEOs prefer a clean runway without the former CEO remaining as board chairman, which can complicate authority.
In this case, the arrangement may be the best of both worlds. Ternus brings a product‑centric background and is young enough to see any multi‑year transformation through, while Cook can continue to play a key role in managing Apple’s relationships with the United States and China. The last few years have shown those countries pulling Apple in different directions, and the role of diplomat is not one the company wanted to outsource.
5 Stocks to Buy in May Before the Next AI Surge Hits
By Thomas Hughes. Originally Published: 5/1/2026.
Key Points
- The AI bubble hasn't burst; the second wave is about to be unleashed.
- AI critical stocks are breaking out to fresh highs and have ample upside potential.
- And it isn't only AI stocks in an upswing, as turnaround efforts drive this blue-chip behemoth to fresh highs.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
April came to a quick end, with the S&P 500 rising roughly 10% to fresh highs. Near-term technicals look very bullish, pointing to additional upside by midyear, and the 7,500 target may be easily surpassed. The underlying force is AI and the massive data center build-out underway. The fear of AI bubbles bursting has passed, as investors have largely viewed the earlier wobble as a temporary hiccup. The demand boom overwhelmed NVIDIA’s (NASDAQ: NVDA) capacity to supply GPUs; that bottleneck is beginning to ease, and the GPUs sold still need to be connected. The takeaway is that NVIDIA’s price surge and the AI boom so far were largely the industry preparing for what’s coming next.
Starbucks: An AI Story in Disguise
Starbucks (NASDAQ: SBUX) is about as far from an AI pure play as you can get, except that AI underpins modern technology and CEO Brian Niccol has leaned heavily into tech. Starbucks looks like a Buy in May because its recent fiscal Q2 2026 results show the Niccol-led turnaround gaining momentum. The company reported sustained growth for the fifth consecutive quarter, accelerating sequentially and year-over-year, with comps up across the board. More importantly, there is strength in core markets—U.S. comps rose 7.1%—and the company delivered a surprise boost to profits.
SpaceX IPO in 3…2…1… (Ad)
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history.
CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.
See how to get positioned in SpaceX before the announcement goes public
The company repeatedly cautioned that revenue growth would come first, with profit recovery following later. The takeaway in May is that increased revenue leverage—driven by comp growth and improved store-level economics—has produced an accelerated bottom-line performance, and strength is expected to continue. Starbucks raised guidance, prompting analysts to lift targets and sending the stock to a new high. We believe the stock could rise roughly 10% to about $115 in the near term and then move to fresh highs later in the year.
Advanced Micro Devices: It's Not Just About GPUs
Advanced Micro Devices (NASDAQ: AMD) could be a buy this year because of its GPU outlook. The MI450 launch positions it closer to NVIDIA and should meaningfully increase GPU availability for the AI industry. Revenue is expected to surge into triple digits as soon as the third fiscal quarter, and there are other catalysts at hand. Results from Intel indicate demand for CPUs is rising—underpinned by GPU deployment and the shift to inference. The takeaway is that AMD's upcoming releases are likely to show strengths not yet priced into the stock and could spark a robust revision cycle.
AMD’s stock broke out to fresh highs in April, showing remarkable strength as it accelerated its advance. By early April, the stock was considered above fair value by analyst consensus after rising more than 60% in one month. However, analyst trends suggest at least another 20% upside remains. If upcoming results confirm the potential, analysts will likely increase price targets, bringing AMD closer to NVIDIA’s valuation, which currently trades at a higher premium.
Amkor Pulls Back to Buy Zone
Amkor (NASDAQ: AMKR) is not a high-flying name, but it is critical to NVIDIA’s supply chain and is seeing robust growth as a result. The stock rocketed higher this year, outpacing the bullish sentiment trend and setting up the correction seen in April.
The takeaway in May is that support is strong at prior highs, the outlook is robust, and price targets continue to drift higher toward the $90 range. That represents roughly a 50% upside from critical support and may be reached well before year-end. Catalysts include NVIDIA’s results and strength across other end markets, including smartphones, which contributed to the company’s Q1 2026 outperformance.
Credo Technologies: Putting High-Speed Connections on Lockdown
Credo’s (NASDAQ: CRDO) story centers on patent disputes being resolved in the company’s favor, establishing ownership of critical IP and securing revenue. The IP focuses on Active Electric Cables (AECs), which integrate silicon technology into data-delivery cables and raise their performance to AI-capable levels.
The key factor is the impact on copper cables, enabling longer, thinner wires and a cost-effective alternative to fiber for short-distance applications, such as within data centers. The late-April price pullback has set up a buying opportunity, and analyst trends are bullish—showing increased coverage, firmer sentiment, and a high likelihood of a fresh all-time high.
Aeluma: A Quantum Play on Datacenters
Aeluma (NASDAQ: ALMU) is an important AI-related name because its compound semiconductor technology focuses on quantum dot lasers and cost-effective, scalable mass production. Quantum dot lasers matter for AI because they address the data-transmission challenge, enabling fast, efficient, tunable—and, importantly—low-heat solutions.
Catalysts in April included new government contracts funding the conversion from concept to production, which is already underway. Key catalysts for the rest of the year include ramping production and commercializing the technology. Five analysts rate the stock a Moderate Buy; there is an 80% buy-side bias, and price targets are firming, pointing to roughly 35% upside.
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