Most people see gold crossing $5,000 — silver surging right alongside it — and assume it's the same old story: inflation, debt, dollar weakness.
They're only half right.
When both metals move together like this, it's usually a signal. There's a second force driving this surge — one that's moving faster than any debt crisis in modern history, and most Americans aren't taking it seriously yet.
According to research from McKinsey Global Institute, artificial intelligence could permanently displace up to 40% of the global workforce within the next decade. Not in some distant future. Now. The disruption is already underway in manufacturing, logistics, financial services, and white-collar professions that were once considered recession-proof.
Here's what that means for your money.
When tens of millions of paychecks disappear, governments face one choice: print. Flood the system with new dollars to prop up consumer spending and prevent social collapse. We've seen this playbook before — and every time governments run the printing presses, the purchasing power of savings accounts, IRAs, and 401(k)s erodes.
Gold and silver have held their value through currency crises in recorded history.
They held through Weimar Germany.
They held through the 1970s stagflation.
They held through 2008.
And right now, as AI reshapes the global economy in real time, the wealthy are quietly moving into hard assets at a pace not seen in a generation.
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The window to act ahead of this shift is narrowing. The investors who prepared before 2008 didn't panic. The investors who prepare now won't have to either.
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Chief Operating Officer
Revelation Gold Group
Axon Got Caught in the SaaS Crash—Its Earnings Say That Was a Mistake
Authored by Leo Miller. Published: 2/26/2026.
Key Points
- Axon shares surged after Q4 earnings, snapping a months-long selloff that had cut the stock roughly in half from its all-time high.
- The broader SaaS panic dragged Axon down alongside pure software names, but the company's hardware-integrated model may make that comparison a poor one.
- Analysts still see meaningful upside even after trimming their price targets post-report.
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After getting battered in the second half of 2025 and early 2026, shares of defense company Axon Enterprise (NASDAQ: AXON) staged a strong rebound. After reporting its Q4 financial results on Feb. 24, Axon shares jumped nearly 18% the following day.
Notably, Axon reached an all-time high closing price near $871 last August. Before the latest earnings report, the stock had fallen roughly 50% from that peak.
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Even after its recent rally, Wall Street analysts remain largely bullish on the stock.
So, what drove Axon's steep sell-off, and are the concerns around the company justified?
Axon's Sky-High P/E, SaaS Fears Come to Roost
Axon's very high forward price-to-earnings (P/E) ratio — which neared 130x in August — certainly contributed to its vulnerability. But Axon was also swept up in the 2026 "SaaSpocalypse," accelerating the decline.
Before the earnings release, Axon shares were down more than 20% in 2026. Several of the stock's largest single-day drops coincided with broad weakness across the software sector, suggesting that AI-disruption concerns affecting the industry also weighed on Axon.
That simultaneous selling, however, may have been overbroad. It looks more like investors were indiscriminately selling software-related names rather than assessing AI disruption risk on a company-by-company basis.
Why Axon's Hardware-to-Software Flywheel Provides Protection From AI
Axon benefits from a fundamental reality that is unlikely to change soon: law enforcement depends on physical intervention. AI cannot physically detain or arrest someone, which limits AI-disruption risk for Axon's main customers — police and public-safety agencies.
Yes, Axon has a substantial software business that could face some AI competition. But hardware remains central to its strategy. Consider the product that put Axon on the map: tasers — physical devices the company has developed for more than three decades. An AI startup cannot replace that hardware with "vibe-coding."
Tasers remain a significant and fast-growing revenue stream. Sales of tasers increased 32% in Q4 2025 and accounted for roughly one-third of Axon's full-year revenue, leaving a large portion of the business minimally exposed to AI disruption.
Importantly, Axon's software is deeply integrated with its hardware. Its body cameras capture video that feeds into its digital evidence management platform, which in turn generates subscription revenue. Many of Axon's software offerings rely on the data those cameras produce.
This includes Draft One, which generates initial drafts of officers' incident reports from body-camera audio. By saving officers time on report writing, it lets them focus more on preventing and investigating crime.
To displace Axon's software in any meaningful way, a competitor would likely need to displace its body-camera ecosystem as well. That would require agencies to rip out established systems, retrain personnel, and risk scrutiny if evidence handling changes. Given Axon's established trust with agencies, that is a high barrier.
Moreover, as Axon collects more data from its devices, its software should improve and broaden in capability. That accumulated device-derived data gives Axon a meaningful head start against would-be competitors.
Analysts Eye Upside After Axon's Big Beats
Axon's latest results reinforce the strength of the business. The company beat expectations on revenue and adjusted earnings per share, with revenue rising 39%. Future contracted bookings — the value of signed contracts yet to be fulfilled — climbed 43% to $14.4 billion. While not guaranteed revenue, that backlog is sizable relative to the $2.8 billion in total revenue Axon generated in 2025.
Axon also reported a net revenue retention rate of 125%, meaning existing customers increased spending by 25% year over year — a strong sign that Axon's offerings are delivering growing value.
By 2028, Axon is targeting $6 billion in revenue, which implies roughly 29% annual growth over the next three years. The company also aims to expand adjusted EBITDA margin by 250 basis points to about 28%.
The MarketBeat consensus price target for Axon sits near $763, implying more than 45% upside. After the report, analysts lowered some price targets; the average of updated targets is near $654, which still implies roughly 25% upside. Those reductions largely reflect recalibration after the stock's steep decline rather than negative reaction to the results themselves.
Overall, Axon's outlook looks promising, and fears about AI-driven disruption to the business appear overstated.
Why Kroger Stock Could Keep Climbing Even After Record Highs
Submitted by Thomas Hughes. First Published: 3/6/2026.
Key Points
- Kroger is on track to sustain its capital return, including aggressive share buybacks and annual dividend increases.
- Growth is slight but sustainable, compounded by cash flow strength and the potential for 2026 to be cautious.
- Analysts and institutions support this stock, but headwinds may cap gains until later in the year.
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Kroger’s (NYSE: KR) uptrend should continue as its high-quality operations expand, generating ample free cash flow and returning capital to investors. In 2025, capital return included an accelerated share repurchase (ASR) authorization in addition to a standard $2 billion authorization, which reduced the share count by more than an 8.5% average for the year. That’s a meaningful boost to shareholder returns.
The pace of buybacks will slow in fiscal 2026 but should remain robust. The deceleration is primarily due to a one-time cash buildup ahead of an unsuccessful buyout attempt. Although the offer failed, the attempt left the company cash-rich.
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Add yourself to the distribution list here.The takeaway for 2026 is that Kroger's balance sheet is as healthy as ever, well-capitalized, and cash flow trends indicate the reduced buyback pace is highly sustainable.
At $2 billion, the current authorization represents only about 70% of free cash flow guidance, leaving ample cash flow available for dividends.
As it stands, the $2 billion equals roughly 4.65% of market capitalization as of early March, and buybacks are likely to continue in subsequent years. The dividend is also meaningful, yielding around 2% with shares near record highs and expected to grow annually. Both corporate growth and ongoing buybacks support the distribution growth outlook.
By reducing the share count aggressively, Kroger can sustain low single-digit per-share increases without raising the total cash paid out. The company has delivered annual distribution increases for 20 consecutive years, is on track to join the Dividend Aristocrats by the early next decade, and has the capacity to reach Dividend King status over time.
Kroger: Mixed Results and Guidance Offset by Margin Strength and Capital Return
Kroger reported a solid quarter, with revenue up 1.3% despite the drag from lower fuel prices. The top line missed consensus by a slim margin, which affected near-term price action, but the miss was quickly overshadowed. Internals—including 2.1% ex-fuel growth, a 2.4% comparable-store sales gain, 20% eCommerce growth, and margin strength—drew investor attention.
The company widened gross margin driven by several quality-related factors, partly offset by higher selling, general, and administrative (SG&A) expenses. Operating margins expanded slightly, supporting accelerated bottom-line growth that was amplified by share buybacks. Adjusted earnings per share of $1.28 beat consensus by 8 cents (about 665 basis points) and rose more than 12% year-over-year, materially outpacing revenue growth.
Looking ahead, 2026 guidance points to more of the same. Kroger expects revenue slightly below consensus but plans to offset that with margin strength. The earnings forecast came in above consensus and appears deliberately conservative.
Analyst Response Is Mixed: Cautious Near-Term Versus Long-Term Outlook
Analysts had mixed reactions to Kroger’s results. While no immediate consensus revisions were logged in the hours after the report, many commentaries focused on the conservative guidance and the cautious tone shaping sentiment this year.
One analyst lowered coverage and trimmed a price target in late February; that target was $68, well below the broader consensus. As it stands, the consensus price target offers only modest upside from early March highs and could limit near-term gains. Institutional investors own about 80% of the stock and were net sellers in early Q1 2026, which is another headwind.
Stock price action, however, is constructive. The market shows support at critical levels that converge with the 150- and 30-day exponential moving averages (EMAs), a long-term uptrend line, and prior highs. That confluence is a bullish technical signal and puts KR on track to retest all-time highs. Whether the stock can exceed those highs depends on a stronger catalyst, but if institutions return to accumulation, a new-high breakout before mid-year is plausible.
In that scenario, a shifting market tide and a move to new highs could push Kroger toward the $90 level or higher. Growth is modest but sustainable; the stock trades at about 12X earnings today and looks inexpensive relative to long-term forecasts. The 2035 consensus assumes a roughly 7.6X price-to-earnings multiple, implying as much as 100% upside for investors willing to buy and hold for the long term.
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