Dear Reader,
Dr. Mark Skousen here.
I've worked for the CIA.
I've personally met four US presidents.
I've spent 45 years studying the markets — calling Black Monday six weeks before it happened... predicting the fall of the Berlin Wall... pinpointing the exact bottom in 2009.
But what I'm about to share with you is the boldest prediction of my career.
After meeting Elon Musk face-to-face at a private gathering of Wall Street elites, I'm now staking my reputation on one date.
March 26, 2026.
Mark it on your calendar right now!
That's when I believe Elon will announce the SpaceX IPO — what Bloomberg is calling "the biggest listing of ALL TIME."
I have an "access code" that lets you grab a pre-IPO stake before it happens.
But I'm only willing to share it with 500 people today. After that, you my never get the chance again.
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Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. I don't make predictions lightly. When I put my name on something, I mean it.
Click here before the 500 spots are gone.
CoreWeave Just Landed a Deal That Signals Where AI Is Headed
By Jeffrey Neal Johnson. First Published: 3/5/2026.
Key Points
- CoreWeave's specialized, high-performance infrastructure provides a crucial advantage in the demanding and rapidly growing AI inference market.
- A deep technical partnership with NVIDIA, which includes a coveted industry certification, validates CoreWeave's platform as a world-class solution.
- An extensive backlog of long-term contracts provides significant visibility into future revenue and underpins the company's strategic growth investments.
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A recent partnership sent a clear signal to the market about the future of artificial intelligence (AI), and it has less to do with the training hype that has dominated headlines.
When specialized cloud provider CoreWeave (NASDAQ: CRWV) saw its stock rise on news of a multi-year deal with AI-native search company Perplexity, it was more than just another customer win.
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While Wall Street has focused on CoreWeave's aggressive spending, this alliance may have just shown investors where the real, long-term revenue in the AI revolution will be generated.
A Bellwether Deal for the New AI Battleground
Perplexity, a company whose entire business model depends on providing fast, accurate AI-powered answers, has entrusted its critical workload to CoreWeave. Specifically, the agreement covers AI inference operations. That distinction matters: it highlights a fundamental shift in the AI market.
For the past several years, the AI narrative has centered on training — the computationally massive process of teaching a model on vast datasets. Training is vital but often episodic. Inference, by contrast, is the continuous, high-volume process of using a trained model to generate answers and predictions for millions of users in real time. It's like everyone checking out books from a library, all at once, 24/7.
Inference workloads are exceptionally demanding. They require consistently low latency because real users are waiting for answers; any delay harms the experience. While training is a marathon, inference is an endless series of sprints. Perplexity's choice of CoreWeave over established, general-purpose cloud giants is a bellwether: for demanding, revenue-generating AI applications, specialized infrastructure moves from preference to necessity.
Built Different: CoreWeave's Performance Edge
CoreWeave's edge in winning inference deals comes from a fundamental architectural advantage. The company provides a GPU-first, bare-metal cloud purpose-built for AI, giving clients direct access to underlying hardware and reducing software layers and operational overhead that can cause latency.
This specialization creates a clear performance gap between CoreWeave and legacy hyperscalers, whose platforms are designed to be generalists. For investors, the difference is simple:
- CoreWeave (Specialized): The Formula 1 car of the cloud world, engineered to deliver maximum speed and performance for demanding AI workloads.
- Legacy Hyperscalers (Generalized): The SUV: versatile and reliable for many tasks, such as web hosting and storage, but not optimized for the high-octane racetrack of AI inference.
This performance claim is validated by the industry's most important name: NVIDIA (NASDAQ: NVDA). NVIDIA's partnership with CoreWeave extends beyond its recent $2 billion investment and serves as a profound technical endorsement. CoreWeave has earned NVIDIA's Exemplar Cloud status, a certification that denotes high standards for performance, reliability, and security.
For enterprise customers, that stamp of approval de-risks their investments and ensures workloads run on a world-class platform. The alignment also gives CoreWeave early access to next-generation technology like the Rubin platform, helping preserve its competitive moat.
Investing in Certainty, Not Speculation
Some observers rightly point to CoreWeave's aggressive spending and current net losses. The company has guided $30 to $35 billion in capital expenditures for 2026, which raises questions about near-term profitability. But viewing that spending in isolation misses a key point: this is not speculative — it's a calculated investment to meet a massive, pre-sold pipeline of demand.
The strongest counterpoint to spending concerns is CoreWeave's $66.8 billion in contractually secured revenue backlog. The company isn't building capacity on hope; it is delivering capacity already committed through long-term contracts. The average contract length has risen to roughly five years, providing substantial visibility and stability for future cash flows.
CoreWeave's ability to raise over $18 billion in capital in 2025 while lowering its average cost of borrowing further demonstrates institutional confidence in the strategy. That aggressive investment is what positions CoreWeave to lead for years to come.
What the Market May Be Missing
This strategic positioning in the inference market directly informs CoreWeave's valuation potential. While the stock currently trades around $79.50, the consensus price target among 30 Wall Street analysts is $124.34, implying healthy upside from current levels.
That gap suggests the market may still be valuing the company based on the high costs of its current build-out phase rather than the large, recurring revenue its infrastructure is set to generate in the inference era.
CoreWeave's own projections, backed by its backlog, call for exiting 2026 with an annualized revenue run rate of $17 to $19 billion — more than doubling its revenue base in a single year. As it converts backlog into revenue and announces more high-profile inference customers like Perplexity, the valuation gap could narrow.
An Essential Cloud for the Inference Era
For investors evaluating the evolving AI landscape, the key may be to look past the training headlines and focus on the less-discussed but potentially more lucrative inference market. The companies building the high-performance infrastructure for this next phase are positioning themselves for durable, long-term growth.
The CoreWeave–Perplexity deal is persuasive evidence that CoreWeave has established itself as a primary contender in this emerging gold rush.
3 Major Buybacks Just Dropped—Here's the Signal Investors See
By Leo Miller. First Published: 2/23/2026.
Key Points
- Walmart, Lyft, and Equitable each announced sizable repurchase authorizations, signaling continued focus on per-share value creation.
- Lyft’s buyback capacity is the most aggressive relative to market cap, while Walmart’s is the largest in absolute dollars.
- Equitable pairs buybacks with a dividend and a rebound narrative, with analysts still forecasting meaningful upside.
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Several major companies just expanded their share repurchase authorizations, giving them fresh capacity to retire stock in 2026. In a market where buybacks have an outsized impact on per-share results, such firepower can provide a meaningful tailwind—especially when growth is uneven and investors are closely watching capital allocation.
The headlines cover three very different corners of the market: a consumer staples heavyweight, a beaten-down ride-hailing name and a financial services firm overseeing more than $1 trillion in assets. The scale also varies widely, from sizable to outsized, with one new authorization equal to nearly 18% of the company's market value.
Walmart Announces Biggest Buyback Ever as Shares Climb
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First up is retail behemoth Walmart (NASDAQ: WMT). Walmart delivered an impressive performance in 2025, returning roughly 24% for the year. Even after shares pulled back following the company's latest earnings release, the stock remains up around 10% in 2026 as investors rotated into consumer staples early in the year.
Despite the recent pullback, Walmart continues to show strong financial momentum, particularly from its e-commerce initiative. E-commerce sales rose by 24% year-over-year (YOY) last quarter and reached a record high of 23% of revenue. Advertising revenue grew 37% and membership income rose 15%—all important drivers of margin improvement.
To cap a strong period, Walmart announced the authorization of a $30 billion share buyback program, its largest to date. The program equals approximately 3.1% of Walmart's roughly $980 billion market capitalization, giving the company substantial capacity to reduce outstanding shares and support earnings-per-share growth. Notably, the firm's shares outstanding fell by about 0.8% in 2025.
Walmart also announced a 5% increase to its quarterly dividend, underscoring a two-pronged approach to returning capital to shareholders. The stock's indicated dividend yield is about 0.8%.
LYFT Holds +15% Buyback Capacity as Shares Get Hit in 2026
Ride-hailing company LYFT (NASDAQ: LYFT) posted a strong 50% return in 2025 but has tumbled more than 25% so far in 2026. The decline followed the company's latest earnings report, which triggered a more than 20% drop over two days after revenue of $1.59 billion—a 3% YOY increase—missed expectations of $1.76 billion.
That said, adjusted EBITDA grew 37% to $154 million and comfortably beat estimates; however, Q1 2026 adjusted EBITDA guidance of $120 million to $140 million was soft.
LYFT also announced a $1 billion share repurchase plan. With a market capitalization of roughly $5.6 billion, the program equals about 17.8% of the company's value. LYFT sharply increased buybacks in 2025, spending around $500 million on repurchases—roughly ten times its 2024 level—which helped reduce its outstanding share count by about 3.7% last year. The size of the new authorization suggests that trend could continue.
EQH Expects to Rebound in 2026, Announces $1B Buyback
Last is financial services firm Equitable (NYSE: EQH). Equitable returned just 3% in 2025 and is down more than 5% in 2026. The company offers insurance, annuities and retirement planning and manages $1.1 trillion in assets under management and administration, a figure that rose by 10% in 2025.
The stock has struggled over the past year, with Equitable missing adjusted EPS estimates for five straight quarters and sales expectations on three occasions. After adjusted EPS rose just 1% in 2025, the company expects a stronger 2026 and sees EPS growth coming in ahead of its long-term target range of 12% to 15%.
Supporting that outlook is a $1 billion share buyback authorization, equal to roughly 8% of the firm's $12.5 billion market capitalization. In 2025, Equitable appears to have taken advantage of a weaker share price, spending about $1.45 billion on buybacks and reducing its outstanding share count by roughly 9% for the year. The recent authorization reinforces the company's ability to return sizable amounts of capital. The stock also carries an indicated dividend yield near 2.4%.
Analysts Express Confidence in EQH Going Forward
Overall, WMT, LYFT and EQH all appear positioned to continue lowering their share counts in 2026. Among them, Equitable—aligned with a rebound narrative—shows the most upside potential according to Wall Street analysts. The MarketBeat consensus price target of just over $62 implies roughly 41% upside. The consensus price target for LYFT indicates a similar level of upside, although targets fell notably after its latest report.
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