Every great economic transition in history produces the same outcome:
A small group of people who understands the moment rises to meet it. This group of innovators builds lasting wealth and status from the opportunity.
A much larger groupfails to adapt. They stick to what worked for them in the old paradigm. Unfortunately, this group falls behind and loses ground they never recover.
It happened in 1776 – with the birth of the steam engine. One group embraced the technology. They shipped goods and passengers faster than ever before. They became rich, and dictated the trajectory of the country for a century.
It happened again with the birth of the internet. An entire generation of internet-savvy entrepreneurs and investors created the greatest engine of wealth ever seen.
For the last 250 years, it has happened again and again, right under our feet. The steam engine… The Model T… The personal computer. The internet. The smartphone…
Those who dismissed these new innovations were left behind, or at least struggled to catch up.
Today, the exact same thing is happening. but at an order of magnitude never before seen. The transition underway right now is the biggest in a generation…
The two groups are forming as you read this. Two separate Americas:
One that understands the massive upheaval in the status quo – from the rise of AI to shifting global powers… This America sees what’s happening right now as the greatest opportunity in human history to build generational wealth.
The other America watches from the sidelines in fear and anger. And don’t get me wrong. These feelings are 100% justified… But for millions of Americans, these feelings get in the way of what matters:
Understanding the moment, and rising to meet it.
So what is this moment we’re facing today, exactly?
According to two legendary financial analysts, it’s America's New 1776 Moment – where economics, technology, and geopolitics collide to create what could be the largest wealth transfer in American history.
In their free briefing, they reveal the stocks to buy… the stocks to sell… and the three money moves to best position yourself to ensure you're on the winning side of this new economic reality.
It’s time to rise and meet the moment. This briefing gives you everything you need to know:
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Intel Stock Hits All-Time Highs: Is the Turnaround Priced In?
By Sam Quirke. Originally Published: 4/24/2026.
Key Points
- Intel has surged more than 60% in less than a month, breaking above its 2000 highs for the first time.
- A blowout earnings report confirms the turnaround story is on track, driven by AI demand and improving execution.
- However, with the stock’s RSI in extreme territory and expectations now sky-high, the risk of a near-term pullback is rising fast.
- Special Report: Elon’s “Hidden” Company
Shares of Intel Corporation (NASDAQ: INTC) opened sharply higher following Thursday night’s earnings report, jumping more than 20% at the open. The stock not only extended its recent rally but also cleared its prior all-time high, a level last seen during the dot-com peak in 2000.
That’s a remarkable turnaround for a company that looked close to beaten last summer. Intel has gained more than 60% in less than a month and is up over 100% year-to-date. For a firm that spent recent years trying to regain relevance in the semiconductor space, this move marks a dramatic shift in sentiment and expectations.
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Click here to find out what it is.That said, the big question is whether the results justify the move—or whether the stock has run too far, too fast. Let’s dig in.
Intel Just Delivered What Bulls Have Been Waiting For
There’s no denying this was a strong quarter. Intel posted the kind of results investors had been hoping to see for a long time, with clear signs of improving demand and evidence that its strategic pivot is gaining traction.
A large part of the strength is tied to artificial intelligence (AI). While Intel isn’t leading the AI race the way some peers are, it is benefiting from the broader AI ecosystem. Demand for processors used in AI workloads—especially in enterprise and data-center environments—has picked up, and Intel appears positioned to capture a meaningful portion of that second wave of growth.
Just as importantly, execution appears to be improving. Cost discipline is becoming more visible, margins are stabilizing, and the company is beginning to rebuild operational credibility lost in previous years. In short, it was the kind of quarter that supports the bull case.
The Turnaround Is Real, But Not Complete
Progress is significant, but Intel’s work is far from finished. The company remains in the midst of a complex transition, particularly in its foundry business. That segment still requires substantial investment and is not yet producing returns that fully validate the long-term strategy.
Intel is also playing catch-up in parts of the AI market, where competitors have established stronger positions. That doesn’t negate the current optimism, but it does leave meaningful execution risk. Investors are being asked to believe Intel can continue improving and sustain that improvement across multiple quarters and business lines—an outcome that is more likely than it was a year ago, but not guaranteed.
The Problem Is the Stock Has Already Reacted
Here’s where the tension lies: Intel may have delivered the quarter bulls wanted, but the stock has already rallied as if the turnaround is complete. A 100% year-to-date gain and fresh all-time highs for the first time in more than two decades imply a lot of optimism is baked into the price.
Technically, the setup looks stretched. The stock’s relative strength index (RSI) was already in overbought territory heading into the report, so it will be telling to see where it settles in the coming sessions.
That doesn’t mean the rally is necessarily over—stocks undergoing a full re-rating can remain overbought for extended periods. It does mean, however, that the easiest part of the move is likely behind us. Investors who chase the breakout now should be prepared for a period of profit-taking at some point.
A Setup That Favors Patience Over Chasing
Intel has done what it needed to do: it delivered a strong quarter, reinforced its strategic direction, and rebuilt investor confidence. Those are significant accomplishments given where the company stood a year ago.
But because the stock has largely moved in step with those improvements—and possibly ahead of them—the better approach for many investors may be patience. For current holders, this is a moment to acknowledge the strength of the move and to consider risk management. For prospective buyers, a measured entry on a pullback could be preferable to chasing the breakout at these elevated levels.
3 Space ETFs to Pick Up Before SpaceX IPO
Reported by Nathan Reiff. Posted: 4/19/2026.
Key Points
- The anticipation of SpaceX's IPO—potentially the largest in history—has drawn investor interest toward space stocks more broadly.
- Three ETFs focused on the space industry in a variety of ways are UFO, ROKT, and ARKX.
- While ROKT includes some stocks outside of the space industry, the other funds are pure plays on baskets of dozens of space and related stocks.
- Special Report: Elon’s “Hidden” Company
As SpaceX moves toward what may be the largest IPO in history, investors have turned their attention to the skies. The enthusiasm around Elon Musk's expected entry into the public markets could boost share prices across the sector, even for potential rivals.
Investors unsure where to focus their exposure in the space industry can simplify the process with a growing number of space-themed exchange-traded funds (ETFs). These vehicles offer broad access to space-related stocks and often use niche strategies to target particular corners of the industry.
Wide Access to Industrials and Telecomm Companies in the Space Industry Via UFO
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Click here to find out what it is.The Procure Space ETF (NASDAQ: UFO) is a well-rounded option for investors seeking broad exposure to the space industry. The fund's roughly $500 million in assets are invested in companies that provide ground equipment for satellite systems, rocket and satellite operations and manufacturing, telecommunications and broadcasting, imagery, intelligence services, and more.
UFO provides balanced exposure to two key sectors in the space industry—industrials and communications. Across about 50 holdings, no single stock dominates; the largest position is satellite imagery firm Planet Labs PBC (NYSE: PL), making up roughly 6.3% of the portfolio.
Among the space ETFs we examined, UFO leads in trading volume, making it one of the more liquid options in the sector. However, it carries a somewhat higher expense ratio than some alternatives: the annual fee is 0.75%.
That cost has paid off this year: the fund is up about 40% year-to-date (YTD).
"Final Frontiers" of Space and the Deep Sea With ROKT
A narrower and less expensive option than UFO, the SPDR Kensho Final Frontiers ETF (NYSEARCA: ROKT) targets roughly three dozen companies operating at the "final frontiers" of space and the deep sea. While not a pure-play space ETF, ROKT tilts heavily toward space-related businesses. Its largest holding, at 7.4%, is also Planet Labs (PL).
Like UFO, ROKT is a passively managed fund that tracks an index. Uniquely, the underlying index uses artificial intelligence and quantitative weighting to balance the portfolio. Just over half of the fund's assets are allocated to aerospace and defense companies, but it also holds research firms, oil and gas equipment names, electronic component manufacturers, and others.
ROKT has performed well this year, returning about 35% YTD—slightly behind UFO. Its expense ratio of 0.45% is lower than some competitors, but the fund has the smallest assets under management and lowest average trading volume among the ETFs discussed here, which may make it less suitable for active traders or investors concerned about liquidity.
An Actively Managed Alternative With a Highly Focused Portfolio
The ARK Space Exploration & Innovation ETF (BATS: ARKX) is the only actively managed space ETF on this list. Its global mandate gives ARKX access to a broader universe of companies than either UFO (which focuses on developed markets) or ROKT (which is limited to U.S.-listed names).
ARKX manages over $800 million in assets and posts a one-month average trading volume near 700,000, which may appeal to investors who find ROKT too small or lightly traded. In exchange for active management, the fund charges an expense ratio of 0.75%, similar to UFO.
This fund also has the narrowest portfolio of the three—just 33 holdings—and leans on a handful of defense-related companies, including L3Harris Technologies Inc. (NYSE: LHX) and Kratos Defense & Security Solutions Inc. (NASDAQ: KTOS).
By selecting a smaller number of names from a wider pool of potential holdings, ARKX aims to concentrate on what it considers the highest-quality opportunities. Its holdings include companies directly involved in space activities—autonomous mobility firms, intelligent device makers, and reusable rocket developers—alongside firms with broader applications such as 3D printing, adaptive robotics, and advances in neural networks.
ARKX has the lowest YTD return of the three, rising about 15% so far this year. Over the last 12 months, however, it has climbed roughly 90%, well ahead of the broader market though not quite as strong as the other two funds over that longer timeframe.
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