Nobody noticed yet… but they will.
We just reached the end of an economic age.
Something that usually takes decades, even centuries, to play out just happened in what seems like a blink of an eye.
Unless you understand the magnitude of what just happened, you could risk losing everything you’ve worked so hard to achieve because this collapse is only just getting started.
You see, for our entire life, the story arc has been clean: it was the relentless rise, in both wealth and status, of a broad social class of professionals but that rainbow is now at an end.
Because for the first time ever, capital can now compound without additional labor.
The centuries-old relationship where job creation and GDP rose together has snapped and the economy can now scale without bringing workers along for the ride.
And this “snap” is about to change everything.
This is one of those moments in which I believe vast fortunes will be made and lost. I’m talking about a generational transfer of wealth… the type that can either enrich you or potentially impoverish you, based on the decisions you make.
Because history shows us that while these shifts always lead to catastrophic losses for those who refuse to prepare… they also unleash unprecedented wealth building potential for those who understand, and harness, the forces at work.
And this isn’t a prediction. It’s happening right now.
It’s why, although we’re seeing massive headline economic growth, the average American is being left behind.
AI Engels’ Pause
They don’t teach you this in school, but they should.
During the Industrial Revolution, Friedrich Engels noticed that although the revolution was making Britain incredibly rich when measured via GDP… the vast majority of British people were living in hell.
Between 1790 and 1840 Britain’s GDP exploded. The steam engine created massive efficiency gains, corporate profits doubled, and the stock market soared.
But for the average worker, real wages remained flat or fell… the average life expectancy in some industrial cities collapsed to just 35 years…
It was as though someone had pressed a giant “Pause” button on quality of life for the working class.
Of course, the wealth did eventually trickle down but it was half a century later and during that half century, the societal devastation was dire. It took two full generations for the labor market to adjust.
And the weavers who lost their jobs to power looms, they didn't become "machine repairmen."
They starved. They rioted. They were shot by the military or shipped to penal colonies. And it was Engels’ Pause that gave birth to Marxism.
And we’re seeing this again with AI.
The only difference is, this time it won’t take decades to play out. It took the radio 38 years to reach 50 million users. Television took 13. The internet took 4. But ChatGPT hit 100 million users in two months.
We are effectively speed-running the 19th century. We’re compressing 50 years of displacement into less than a decade… and this time the disruption isn’t coming for the illiterate farmhand…
It’s coming for the accountant. It’s coming for the lawyer. It’s coming for you and me.
Right now, knowledge work makes up roughly 50% of America’s GDP and much of that is at risk of automation in the next handful of years.
We’re talking about 5 million white-collar jobs — the bedrock of the American tax base – facing extinction over the next few years. Just take a look at the most recent cuts:
- U.S. Government: 307,000 employees
- UPS: 78,000 employees
- Amazon: 30,000 employees
- Intel: 25,000 employees
- Nissan: 20,000 employees
- Nestle: 16,000 employees
- Microsoft: 15,000 employees
- Bosch: 13,000 employees
- Dell: 12,000 employees
- Verizon: 13,000 employees
- Accenture: 11,000 employees
- Ford: 11,000 employees
- Novo Nordisk: 9,000 employees
- Microsoft: 7,000 employees
- PwC: 5,600 employees
- Salesforce: 4,000 employees
- IBM: 2,700 employees
- American Airlines: 2,700 employees
- Paramount: 2,000 employees
- Target: 1,800 employees
- General Motors: 1,500 employees
- Applied Materials: 1,444 employees
- Kroger: 1,000 employees
- Meta: 1,000 employees
It’s why AI is not just a productivity or efficiency tool, like everyone thinks, it’s a Labor Replacement Engine. And it’s why there’s such a gaping disconnect between the “real” economy and the stock market.
It’s why all the President’s claims of a “booming” economy don’t feel real for the tens of millions of people who don’t own assets.
It’s why, even though markets are hitting all-time highs, households are falling further and further behind. And this wealth divide is only going to be amplified as AI is integrated into every aspect of the economy.
IMF Managing Director Kristalina Georgieva just warned that artificial intelligence will hit the labor market like a “tsunami.”
The changes this will bring to the economy, stock market, and financial system are unprecedented. Which is why it’s critical that you watch my interview with Luke Lango.
We explain how all of these forces are converging to trigger an economic “reset” the likes of which we haven’t seen in 250 years – one that could trigger the greatest transfer of wealth in American history.
Both for the good and the bad.
Young or old. Rich or poor. Left wing or right… there is no escaping what’s coming. And yet, despite this inevitability, I promise you, you’ve never heard a whisper about this story before now.
Almost nobody… not the legacy financial media, political commentators, even the top analysts on Wall Street have connected these dots. But now, we’re sharing the full story with you.
The stocks to buy… the stocks to sell… and the three money moves our research indicates you should make to ensure you and your loved ones end up on the winning side of this new economic reality.
Because as you’ll discover today…
If you understand the new rules of this system…
You won't just survive the chaos, you’ll own the assets that could potentially make you a fortune as the American economy is reshaped from the ground up.
Good investing,
Porter Stansberry
Alphabet's Pullback: A Second Chance for Long-Term Investors?
Author: Ryan Hasson. Published: 2/16/2026.
Key Points
- Shares of Alphabet have declined almost 8% month-over-month, fueled by broader tech weakness and CapEx concerns rather than any deterioration in Alphabet’s core fundamentals.
- The company continues to post staggering growth and earnings beats, topping expectations in its last three consecutive quarters.
- With shares approaching key support, valuation is becoming more compelling for patient investors.
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Alphabet (NASDAQ: GOOGL) has been one of the strongest performers among mega-cap technology peers over the past year, climbing more than 68% through Feb. 12. That strength has been driven by AI leadership, consistent earnings beats, and accelerating growth across cloud and advertising.
Yet despite those fundamentals, the stock is down year-to-date and has fallen more than 8% over the past month amid broader tech weakness. The question for investors is simple: does this pullback signal early fatigue, or a longer-term buying opportunity?
Alphabet Pulls Back Following Impressive Earnings
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Alphabet's latest quarterly results offer little justification for the recent weakness. The company beat both earnings and revenue expectations. Earnings per share (EPS) came in at $2.82 versus consensus estimates near $2.63, while revenue reached $113.83 billion, topping forecasts.
For the full year, Alphabet reported $402.8 billion in revenue and $10.81 in EPS, marking 17% year-over-year growth. The results highlighted the company's ability to scale profitably even while investing heavily in AI and infrastructure.
Google Cloud once again stood out. Fourth-quarter cloud revenue surged 48% year-over-year (YOY) to $17.66 billion, pushing the business beyond a $70 billion annualized run rate.
Perhaps more importantly, the backlog expanded 55% quarter-over-quarter to $240 billion, reflecting strengthening enterprise demand.
Search revenue climbed 17% YOY, easing concerns that generative AI would materially disrupt Google's core business. YouTube generated over $60 billion in 2025 revenue from ads and subscriptions combined, while Alphabet now counts 325 million paid consumer subscriptions across its ecosystem.
On the AI front, Gemini has surpassed 750 million monthly active users, with more than 10 billion tokens processed per minute via API usage — evidence of rapidly expanding enterprise and developer adoption.
The Selloff: CapEx Concerns or Broader Tech Weakness?
Following earnings, shares initially dropped on news that Alphabet expects capital expenditures (CapEx) of $175 billion to $185 billion in 2026. Management clarified that the increased spending will primarily support AI compute capacity, expand cloud infrastructure, and enhance user experiences across its platforms. Competing at scale in AI requires sustained investment, and Alphabet appears willing to lean in aggressively.
However, the recent pullback seems driven more by broader weakness in software and large-cap tech than by CapEx alone. As high-multiple growth names rotate lower, even fundamentally strong companies have been caught in the downdraft.
Still, Alphabet's leadership position remains intact.
AI Momentum and Waymo Expansion Continue
Beyond the numbers, innovation continues to accelerate. Alphabet recently rolled out upgrades to its Gemini Deep Think model, enhancing performance in math and scientific reasoning. The model integrates Google Search to reduce inaccuracies and better assist researchers — another step toward AI utility at scale.
Meanwhile, Waymo is expanding its autonomous-driving footprint. The company has begun offering rides powered by its sixth-generation autonomous system and plans to expand service into 20 additional cities, including Tokyo and London.
Analyst sentiment reflects the company's resounding fundamentals. Alphabet maintains a Moderate Buy rating, with a consensus price target implying roughly 18% upside — the highest consensus target on record.
Is GOOGL Approaching Value Territory?
From a technical perspective, shares are approaching a key support zone near $300, with secondary support closer to $280. A successful hold at either level would likely define a higher low within the broader uptrend.
Valuation paints a similar picture. Compared to its Magnificent Seven peers, Alphabet's trailing and forward multiples sit near the middle of the pack. While the stock currently trades slightly above its three-year average P/E, a pullback to the $280–$300 range would bring valuation closer to historical norms, potentially tipping the risk-reward balance in favor of long-term buyers.
In short, the fundamentals remain strong, AI leadership continues to expand, and elevated capital investment looks like ambition rather than weakness. If broader tech pressure persists, Alphabet's pullback may prove less a warning and more of a buying opportunity.
MarketBeat Week in Review – 02/16 - 02/20
Author: MarketBeat Staff. Published: 2/21/2026.
If investors are waiting for less market volatility, they’ll have to wait a little longer. Markets continued to oscillate between losses and gains as investors digested the impact of the U.S. Supreme Court’s decision to strike down the emergency tariffs imposed by the Trump administration.
Ultimately, the ruling was just one data point amid other economic releases this week, and the story is far from over. The larger narrative will still focus on technology stocks, especially those tied to artificial intelligence (AI). Investors are also weighing geopolitical concerns amid the United States' continued buildup of its military presence in the Middle East.
The takeaway for investors is that while volatility may remain elevated, there will continue to be opportunities for both traders and long-term investors. MarketBeat analysts are here to help you find them. Here are some of our most popular articles from this week.
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Key Points
- Markets are still volatile as investors weigh court-driven tariff uncertainty, mixed economic data, and geopolitical risk.
- Artificial intelligence-linked technology stocks remain a primary market driver, with earnings and CapEx narratives in focus.
- Across sectors, institutional buying and contrarian setups are creating selective opportunities for traders and long-term investors.
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Articles by Thomas Hughes
NVIDIA Corp. (NASDAQ: NVDA) will deliver the headline earnings report on Wednesday. Most analysts expect a strong report, but is the growth already priced in? Thomas Hughes noted technical indicators that suggest institutional investors are buying ahead of the earnings report in anticipation of a significant move higher.
Oracle Corp. (NYSE: ORCL) has also been caught up in the AI spending backlash. While concerns center on debt, Hughes argues investors should focus on Oracle's backlog, which could make ORCL stock a generational buying opportunity ahead of its March earnings.
Institutional buying is also a catalyst for Medtronic (NYSE: MDT). The medical devices company’s stock has been under pressure, but its latest earnings report highlighted an attractive combination of value and yield.
Articles by Sam Quirke
Tesla Inc. (NASDAQ: TSLA) is a good example of a stock being worth what investors are willing to pay. This week, Sam Quirke highlighted Elon Musk’s “Amazing Abundance” mission that repositions Tesla as a robotics and autonomy company. Many shareholders have embraced that shift, but near-term success will require broader investor support.
Qualcomm Inc. (NASDAQ: QCOM) stock has surrendered two years’ worth of gains in the recent tech rout that spread into chip stocks. Analysts have raised doubts, but Quirke noted traders may find the contrarian signals too strong to ignore.
Another contrarian opportunity may come from Verisk Analytics Inc. (NASDAQ: VRSK). The stock has been down sharply since June 2025, but Quirke noted sentiment looks washed out and at least one analyst has issued a bullish upgrade.
Articles by Chris Markoch
Retail stocks have underperformed as a group, though discount retailers have been among the winners. Many retailers will report in the next few weeks, and Chris Markoch highlighted three discount retailers that still have upside despite elevated valuations.
One of the biggest headlines this week came from Booking Holdings Inc. (NASDAQ: BKNG), which announced a 25-for-1 stock split, effective April 2. Markoch explained why the split reduces friction for retail investors and may help offset concerns about AI’s impact on the company’s business.
Markoch also examined the energy sector and suggested two stocks that offer options for investors seeking growth or value.
Articles by Ryan Hasson
Alphabet Inc. (NASDAQ: GOOGL) has been one of the stronger performers among the Magnificent 7 in recent years. However, concerns over CapEx spending have interrupted its bull run. Ryan Hasson explained why this pullback can be a second chance for investors who missed the initial rally.
It won’t draw the same attention as NVIDIA, but Rocket Lab (NASDAQ: RKLB) reports earnings next week, and investors will be watching closely. Hasson highlighted the core issue: the timeline for the maiden launch of its Neutron rocket.
AI bubble fears have spread into software stocks. Some of the sector’s top names are down 25% or more in 2026. With that in mind, Hasson highlighted five beaten-down software stocks that look too cheap to ignore.
Articles by Leo Miller
AEHR Test Systems (NASDAQ: AEHR) stock is up about 59% in 2026. The company plays a critical role in stress testing semiconductor chips; that pick-and-shovel positioning has shielded it from much of the tech-sector uncertainty. Miller wrote about a major deal with a hyperscaler that analysts believe will boost upside.
Meta Platforms Inc. (NASDAQ: META) made headlines for dubious reasons this week. Miller explained how one major investor is focused on AI as a springboard for Meta’s core advertising business and is acting accordingly: why billionaire Bill Ackman is buying.
The Warner Bros. Discovery Inc. (NASDAQ: WBD) acquisition saga remains on investors’ radar. Miller summarized the latest: Warner Bros. continues to endorse the current offer from Netflix Inc. (NASDAQ: NFLX), but is still waiting for Paramount Skydance (NASDAQ: PSKY) to provide its “best and final offer.”
Articles by Nathan Reiff
The quantum computing sector remains volatile. This week, Nathan Reiff highlighted Quantum Computing Inc. (NASDAQ: QUBT), which has been “less bad” than peers like D-Wave Quantum Inc. (NASDAQ: QBTS). Reiff noted the company’s unique positioning as well as risks that remain in the space: the risks that are still out there.
For some investors, Corning Inc. (NYSE: GLW) has been a surprise winner in the AI trade. The shift to photon-based data transfer is boosting demand for Corning’s fiber-optics products. With the stock up more than 50% in 2026, Reiff examined the catalysts and headwinds investors should consider.
Risk-tolerant investors who are bearish on Bitcoin and other cryptocurrencies may consider an inverse cryptocurrency ETF. The more the underlying crypto asset falls, the higher these funds move. There’s significant risk, but Reiff pointed to three funds speculative traders may want to consider.
Articles by Dan Schmidt
Investors can find opportunities even in beaten-down sectors. This week, Dan Schmidt explained why McDonald’s Corp. (NYSE: MCD) and Texas Roadhouse Inc. (NASDAQ: TXRH) posted earnings that showed strength despite a difficult environment.
Surprises are inevitable during earnings season. The key is knowing what to do next. That’s what Schmidt addressed in his article on three under-the-radar earnings surprises that could signal a reversal in investor sentiment.
Articles by Jeffrey Neal Johnson
Logistics stocks have been under pressure recently, and many analysts expected industry consolidation. Jeffrey Neal Johnson covered ZIM Integrated Shipping Services (NYSE: ZIM), where shareholders were surprised by a definitive acquisition agreement that delivers a substantial premium and creates a potential merger-arbitrage trade.
Investors should pay attention to what institutional investors are buying, since it often goes against market momentum. That’s the case with BlackRock Inc. (NYSE: BLK) taking a substantial position in Nebius Group (NASDAQ: NBIS), which props up the AI infrastructure company.
Joby Aviation Inc. (NYSE: JOBY) stock remains under pressure, but Johnson pointed to developments that should improve the company’s manufacturing efficiency as it prepares to move into production.
Articles by Jordan Chussler
Dividend stocks can make sense for many investors, especially if interest rates move lower in 2026. Jordan Chussler highlighted two dividend ETFs that offer reliable income and capital appreciation and have outperformed the S&P 500 year-to-date.
To close this week’s review, Chussler laid out the bull case for Cameco Corp. (NYSE: CCJ). The simple takeaway: if the world embraces nuclear power, it will need Cameco to meet rising uranium demand.
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