Dear Reader
I recently visited Mar-a-Lago...
And now I'm p repared to put my reputation on the line.
Since 1998, my proprietary system would've returned 13,126% in backtests.
(That's 13X the S&P and 106X the average investor, according to JP Morgan.)
However, one investment I just uncovered could be my biggest winner of all...
It involves President Trump, Elon Musk, trillions of dollars, China...
And a MAJOR upgrade to the artificial intelligence revolution.
If you buy just one stock in 2026, I urge you to make it this one.
Regards,
Louis Navellier
Senior Investment Analyst, InvestorPlace
Insiders Are Loading Up on 3 Small Caps—1 Looks Most Compelling
Author: Thomas Hughes. Article Published: 2/25/2026.
Key Points
- Insider buying accelerated across Cineverse, Dorchester Minerals, and AirJoule into late 2025 and early 2026, but the setup differs sharply by name.
- Dorchester leans on yield and institutional support, Cineverse is insider-led with limited institutional backing, and AirJoule is a tightly held commercialization bet.
- The highest-upside scenario is paired with the highest execution risk, making position sizing and time horizon critical.
- Special Report: [Sponsorship-Ad-6-Format3]
Insider activity in Cineverse (NASDAQ: CNVS), Dorchester Minerals LP (NASDAQ: DMLP), and AirJoule Technology (NASDAQ: AIRJ) jumped in Q4 2025 and Q1 2026, highlighting potential opportunities in each. That said, insider buying is only one factor — the setups differ sharply by company, and other forces are also at work.
Cineverse Insiders Double-Down on Double-Digit Holding
Cineverse is a small-cap, ad-supported streaming service focused on niche and non-mainstream entertainment. InsiderTrades data show six insiders made sizable purchases in early Q1 2026, lifting total insider ownership to more than 13.25%. Buyers include the CFO, CTO and other C-suite executives, but they are currently the primary market participants showing significant interest.
Have $500? Invest in Elon's AI Masterplan (Ad)
What if you could claim a stake in what's set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk's SpaceX IPO.
Analysts' data point to potential upside of more than 200%, but that view is based on just three ratings, only one of which is recent — Alliance Global Partners reiterated a Buy but provided no price target. Institutions do not currently support this stock; institutional ownership is low and shifting toward selling. InsiderTrades and MarketBeat data show only about 8% institutional ownership, and institutions were net sellers as of early Q1.
Contributing factors include tepid growth, a weak outlook and an absence of profitability. Key drivers for Cineverse in 2026 will be business traction and a clear path to improving profitability. Major risks are muted consumer demand to date and fierce competition for streaming attention from large incumbents such as Netflix and The Walt Disney Company.
Dorchester Minerals, LP, A High-Yielding Stock With Institutional Support
Dorchester Minerals is an independent limited partnership that holds royalty interests across major U.S. energy production regions. It is not a high-growth name, but it generates steady cash flow and dividends that fluctuate with energy prices and production. Key 2026 characteristics include a roughly 12% dividend yield and recent insider buying. Insiders — including the CEO, CFO and several directors — bought shares in late 2025, helping establish a price bottom. Together they own nearly 6% of the company, and their support is reinforced by institutional activity.
Institutional ownership is materially larger than at Cineverse. Institutions hold about 20% of the shares and have been accumulating. Institutional buying was bullish in all four quarters of 2025 and in Q1 2026, with activity ramping through the year and on track to reach multiyear highs in early 2026. That institutional demand provides a tailwind, though it may not produce major price appreciation without a clear catalyst.
There are no analyst ratings tracked by InsiderTrades, which leaves limited third-party buy-side encouragement for private and retail investors. In the absence of analyst coverage, patient institutions that accumulate at lower prices may keep the stock moving in a range until a strong catalyst appears. The primary investor risk is the variable nature of the distribution: DMLP's payouts are tied to free cash flow and commodity prices, which can be volatile. Potential catalysts would include a sustained increase in oil prices or production.
AirJoule Insiders Buy Ahead of Commercial Launch
AirJoule (NASDAQ: AIRJ) is an emerging tech company that could be a market disruptor. Its proprietary technology harvests water and cools air more efficiently than current standards, doing so without harmful refrigeration chemicals. A major addressable market is data centers, which generate substantial heat and require cooling and, increasingly, water management solutions. With hyperscale facilities costing billions and more centers being built worldwide, AirJoule's technology could supply both cooling and clean water for water-cooled GPU systems.
Insiders aggressively bought shares in Q4 2025 and increased purchases in Q1 2026; they now own more than 40% of the shares. That insider stake creates a solid support base, and institutional holders — who own most of the remaining stock — have been accumulating as well. Analysts are generally bullish: four rate the stock a Moderate Buy, and the consensus target implies nearly 200% upside. Near-term catalysts include the anticipated commercial launch of products and services this year.
Execution risk remains a consideration, but that risk is being mitigated by partnerships and pilot programs with hyperscalers such as Alphabet (NASDAQ: GOOGL) and Microsoft (NASDAQ: MSFT), as well as involvement with the European Net Zero Innovation Hub for Data Centers. If AirJoule can convert pilots into commercial deployments, insiders and institutions could see meaningful upside.
From Glass Maker to AI Kingmaker: Corning's Pivot
Reported by Jeffrey Neal Johnson. Publication Date: 2/24/2026.
Key Points
- Corning’s Optical Communications business is emerging as a key beneficiary of AI data center “densification” and rising fiber demand.
- Management’s Springboard framework is designed to turn incremental sales into outsized profit growth through operating leverage.
- The stock’s sharp run-up makes valuation a central risk, even as Display Technologies provides steady cash flow to fund growth.
- Special Report: [Sponsorship-Ad-6-Format3]
For the past two years, the investment narrative surrounding artificial intelligence (AI) has focused almost exclusively on silicon. Investors poured into semiconductor manufacturers like NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD), driving valuations skyward. That rush for processing power defined the first phase of the AI boom. Now, however, a rotation is underway: the market is recognizing a simple but critical fact — fast chips are useless without the physical infrastructure to connect them.
This change in focus has put Corning Incorporated (NYSE: GLW) in the spotlight. Long seen primarily as a cyclical glass supplier to TVs and smartphones, Corning has recast itself as a central enabler of the generative AI economy. The market has taken notice: as of late February 2026, Corning's stock was trading near an all-time high of $143.96, after gaining roughly 54% over the previous 30 days.
Wiring the Beast: Inside the $6 Billion Meta Deal
Have $500? Invest in Elon's AI Masterplan (Ad)
What if you could claim a stake in what's set to be the biggest IPO ever… starting with just $500?
Everyone is talking about Elon Musk's SpaceX IPO.
To understand Corning's rise, investors should start with the physics of modern computing. Generative AI data centers operate differently from the cloud servers of the last decade.
Traditional cloud computing uses distinct servers operating largely independently to store files or host websites. Generative AI training, by contrast, requires thousands of Graphics Processing Units (GPUs) working together as a single supercomputer to train large language models (LLMs).
That architecture requires "densification." To link GPU clusters for ultra-high-speed processing, AI data centers need as many as 10 times the number of fiber-optic connections used in traditional facilities. Data can no longer move between chips fast enough over copper; it needs optical fiber and the speed of light that glass provides. That technical necessity creates a massive, secular tailwind for Corning's Optical Communications segment.
The demand shows up in commercial contracts. In late January 2026, Corning announced a multi-year agreement with Meta Platforms. Potentially worth up to $6 billion, the deal names Corning as a primary supplier of the optical cable required for Meta's generative AI infrastructure build-out.
The impact is already visible in Corning's financials. In the fourth quarter of 2025, the Optical Communications segment delivered a record performance:
- Segment Sales: $1.7 billion, up 24% year-over-year.
- Segment Net Income: Up 57% year-over-year.
That direct translation of data-center densification into revenue validates the core investment thesis: infrastructure is the crucial next phase of the AI trade.
Using What You Have: Turning Sales into Profit
Revenue growth matters, but Corning's management emphasizes converting sales into margin through a strategy called Springboard.
Springboard is straightforward: make more product using factories and equipment that are already in place. In manufacturing, the biggest expense is usually building the factory and installing machinery (capital expenditures). With those investments already made, the incremental cost to produce additional fiber is comparatively low.
That creates strong operational leverage: as sales rise, profits increase proportionally faster. Corning recently raised the targets for Springboard, signaling confidence that this leverage will continue.
- Long-Term Goal: Add $11 billion in incremental annualized sales by the end of 2028 (up from an $8 billion target).
- Near-Term Goal: Add $6.5 billion in incremental sales by the end of 2026.
The plan is already producing results. In Q4 2025, Corning reported a 20.2% operating margin, hitting its 20% margin target a full year ahead of schedule. Full-year 2025 earnings per share (EPS) rose to $2.52, a 29% increase versus 2024, and free cash flow nearly doubled from 2023 levels to $1.72 billion in 2025. Those metrics show the Springboard strategy is delivering the expected operational leverage.
The Path to $11 Billion: How Display Funds AI
With the stock up more than 50% in a month, valuation is an important consideration. Corning trades at a price-to-earnings ratio (P/E) of roughly 78x, a notable premium to its historical valuation as a slower-growth industrial.
Investors are effectively paying for the visibility that future revenue will flow quickly to the bottom line under Springboard. That assumes flawless execution — but Corning has a built-in buffer: its Display Technologies segment. While Optical drives high growth, Display (glass for TVs and monitors) remains a reliable cash generator.
Despite currency headwinds, particularly a weak Japanese yen, Corning has protected segment profits. Through double-digit price increases implemented in late 2024 and hedging programs extending through 2030, management expects Display net income in the $900 million to $950 million range. That steady cash flow helps fund the fast-growing Optical business without overleveraging the balance sheet or diluting shareholders.
Looking ahead, management's guidance points to continued momentum. For Q1 2026, the company projects sales of $4.2 billion to $4.3 billion, reinforcing the view that the AI infrastructure build-out is still in its early innings and that the $11 billion incremental-sales target is achievable.
Positioning for the Infrastructure Boom
Corning has moved from a cyclical materials company to a key provider of AI infrastructure. It now sells the connectivity — not just the glass — that next-generation computing requires. The Springboard plan is producing measurable results, with expanding margins and rising cash flow.
With major technology firms like Meta committing large contracts and management raising long-term targets through 2028, Corning presents a compelling growth story. The valuation demands scrutiny, but the underlying fundamentals and execution to date suggest Corning is well positioned to deliver long-term value as the AI economy expands.
This email content is a paid advertisement sent on behalf of InvestorPlace, a third-party advertiser of MarketBeat. Why did I get this message?.
If you have questions about your subscription, feel free to contact our U.S. 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, S.D. 57103. U.S.A..
No comments:
Post a Comment