Everyone’s watching the Middle East.
Oil prices… Meetings with Iran… And the Strait of Hormuz.
But that’s not the real story.
The real story is something much bigger. It’s happening quietly… methodically…
And it’s far more dangerous to US hegemony.
China is dismantling the foundation of U.S. financial power.
Not with weapons.
With gold.
For nearly two decades, they’ve been building something intelligence analysts now call the “Gold Corridor.”
The “Gold Corridor” isn’t just a bunch of warehouses holding China's growing stockpile…
It’s a parallel financial system – backed by gold… and operating totally outside the US dollar.
You’ve never heard about it because there were no headlines – and no press conferences.
Just steady execution.
Now, here’s the part no one is telling you…
Washington knows this is happening – and their only real counter-move requires one thing:
Much higher gold prices.
That’s why this moment matters.
Because for the first time in history, the world’s two superpowers both need gold to rise…
The outcome isn’t speculation…
It’s math.
And it creates a very specific opportunity – but not in gold itself.
A tiny group of gold companies have produced gains of 100%… 500%… even 2,000%+ – and that’s just in the last two years!
The best part is…
The biggest move hasn’t happened yet.
But you’d better not wait.
Go here for details on America’s “Gold War” with China and find out what’s coming
Best,
Garrett Goggin, CFA, CMT
Chief Analyst and Founder, Golden Portfolio
Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank
Reported by Leo Miller. Publication Date: 4/27/2026.
Key Points
- Homebuilding funds like the SPDR S&P Homebuilders ETF have seen very weak performance for well more than year.
- In the latest round of homebuilder earnings, D.R. Horton impressed, beating estimates on EPS and seeing a solid order increase.
- Pulte and NVR saw sales and EPS take big hits, but analysts are eyeing meaningful recoveries in these names.
- Special Report: Elon’s “Hidden” Company
Homebuilders have been through a rough patch lately. Across top homebuilding stocks, analysts expected revenues and earnings to fall considerably in Q1 2026 — and that is exactly what happened.
For more than a year, stocks in this industry have been range-bound. The SPDR S&P Homebuilders ETF (NYSEARCA: XHB), a common proxy for the group, tracks more than 30 homebuilders and housing-related names. The fund has delivered approximately a 5% total return since the start of 2025. With interest rates still relatively high and housing affordability low, names in this space have struggled to gain momentum.
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👉 Unlock the ticker now and get it completely free.Three of the top U.S. homebuilders recently reported earnings; here’s how they stacked up and what the results suggest for the industry.
Pulte’s EPS Falls 30%, Analysts See Moderate Upside
Pulte Group (NYSE: PHM) is one of the more diversified U.S. builders, targeting a balanced mix of market segments. In Q1, 38% of the company’s sales came from first-time buyers, while “move-up” buyers accounted for 39% and “active adult” (55+) communities made up 23%.
Pulte reported sales down 12% year-over-year (YOY) to $3.41 billion, essentially in line with estimates. The decline came despite the company offering greater incentives to buyers, which contributed to a 310-basis-point compression in gross home sales margin.
Adjusted earnings per share (EPS) fell just over 30% to $1.79, one cent below estimates. New orders grew moderately, up 3% YOY — similar to the 4% increase seen in Q4 2025 — and the company left its full-year guidance unchanged.
Shares in Pulte rose about 2.4% after the report, suggesting results were better than some investors had feared. Several analysts tracked by MarketBeat raised their price targets after the release, with updates averaging roughly $147, slightly above the MarketBeat consensus price target near $141.
D.R. Horton Outperforms Low Expectations, Order Growth Stands Out
Homebuilding giant D.R. Horton (NYSE: DHI), which focuses on first-time buyers, delivered revenue of $7.56 billion in Q1 — a modest 2% YOY decline and the strongest top-line result among this group. The company also beat on the bottom line, reporting adjusted EPS of $2.24 versus estimates of $2.15 (down 13% YOY).
Forward-looking metrics were notable: home orders rose 11% YOY, the highest rate among the names discussed. The company slightly lowered the top end of its full-year guidance to $34.5 billion, but the midpoint of $34.0 billion still exceeded analyst estimates.
D.R. Horton experienced margin compression as well, with adjusted home sales gross margin declining 230 basis points to 19.7%. Overall, the results sent DHI shares up nearly 6% in after-hours trading.
The MarketBeat consensus price target near $169 implies roughly 5% upside from current levels. All analysts who updated targets after the report raised them, with updated targets averaging around $165 and ranging from $123 to $206 — reflecting both meaningful upside and downside scenarios.
NVR: Sales Drop Sharply, Orders Improve
NVR (NYSE: NVR) occupies a middle-market position, with an average home selling price of $457,000 in Q1 2026, between Pulte’s $542,000 and D.R. Horton’s $362,000.
NVR’s revenues fell 21.7% to $1.91 billion, significantly missing estimates of $2.09 billion. EPS declined 28.6% to $67.76, below estimates of $79.97. Gross margin compressed by 230 basis points to 19.6%.
Despite the top-line miss, new orders rose 7% YOY, improving on the 4% gain in the prior quarter. NVR’s average selling price was flat YOY, while Pulte and D.R. Horton saw 3% and 5% declines, respectively. That combination — rising orders without price concessions — is a constructive sign for NVR. The company does not provide forward guidance. NVR shares fell about 4.7% after the results.
Multiple analysts lowered their targets following the report, with updates averaging approximately $7,465, modestly below the consensus target near $7,650. That average implies just under 15% upside from current levels.
Homebuilders Still Face a Challenging Environment
The earnings season reinforced a clear industry trend: revenue and margin pressure across the board. D.R. Horton was a relative bright spot, with the smallest sales decline and the strongest order growth. Encouragingly, orders increased at all three firms, but the sector remains in a rut.
Analyst price targets are subdued but still point to some upside, reflecting cautious optimism. Mortgage rates matter: fixed 30-year mortgage rates briefly fell below 6% before the recent Middle East conflict and have since risen to about 6.2%. A clear resolution to geopolitical tensions would likely help push rates back toward 6%, which would improve housing demand and be a positive for homebuilders.
3 Overlooked Nuclear Fuel Supply Chain Winners
Written by Nathan Reiff. Article Posted: 4/26/2026.
Key Points
- Global nuclear power capacity is on pace to more than double in the coming decades, and demand is rising quickly.
- Companies occupying unique spaces in the nuclear fuel supply chain—providing unique enriched products, special components for reactors, and so on—may have an advantageous position as the industry continues to grow.
- Centrus Energy, Uraniun Energy, and BWX Technologies could all be worth a closer look for this reason.
- Special Report: Elon’s “Hidden” Company
The International Atomic Energy Agency recently increased its projections for capacity of global nuclear power for a fifth consecutive year and now expects capacity to more than double by 2050. Still, nuclear energy remains unfamiliar to many investors, who may not appreciate the full nuclear fuel supply chain—mining, enrichment, fuel fabrication, reactor operation, waste disposal and more.
As demand for nuclear power grows—for data centers and other applications—companies that operate as "pick-and-shovel" providers across the supply chain could be positioned to benefit. That means investors can look beyond pure-play miners for alternative ways to access the expanding nuclear-energy theme.
Major Provider of a Critical Enriched Product Sees Big Boost From DEA Contract
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That position has translated into material wins in recent quarters. Late in 2025, for example, the company secured a $900 million HALEU enrichment award from the Department of Energy. Structured as a procurement agreement, the award is intended to help Centrus expand its HALEU production capacity. The company's finances have strengthened as a result: 2025 revenue reached nearly $449 million, and backlog stood at $3.8 billion, extending through 2040.
LEU shares have nearly tripled over the past year but are down roughly 10% year-to-date. Investor concerns include the company's historical reliance on Russian supplies and rapidly growing capital expenditures. Nonetheless, about half of analysts rate LEU a Buy, and the consensus price target implies nearly 25% upside.
Low-Cost In-Situ Production Gives Uranium Energy Corp. a Margin Edge
Among uranium producers, Uranium Energy Corp. (NYSEAMERICAN: UEC) stands out as a domestically focused producer of yellowcake—the uranium concentrate that serves as an intermediate step in the fuel cycle. In its latest quarter, Uranium Energy produced nearly 45,800 pounds of yellowcake.
The company's in-situ recovery process keeps cash costs low—about $40 per pound of yellowcake in the period. During the same span it sold roughly 200,000 pounds for more than $100 per pound, generating about $20 million in revenue and roughly half that amount in gross profit.
Low-cost production has helped Uranium Energy build a strong balance sheet: it reported more than $800 million in cash and remains debt-free. With nearly 1.5 million pounds of yellowcake inventory on hand, the company is well positioned to supply uranium concentrate to reactor operators. That financial strength likely contributes to continued optimism: after tripling in the last year, UEC shares are projected to appreciate by about 16%.
Rapid Medical Industry Growth Fuels BWX's Expansion
BWX Technologies Inc. (NYSE: BWXT) supplies nuclear components and services, with a strong niche in naval nuclear propulsion systems. The company also manufactures small modular reactor components and produces materials for non-defense uses, including the medical industry.
BWX's multi-sector approach has driven solid results. In its most recent report, the company closed 2025 with revenue up 18% year over year and earnings per share up 20%. Free cash flow and adjusted EBITDA also rose, supported by stronger commercial operations; notably, the medical segment reached $100 million in annual revenue.
Acquisitions and new facilities are expanding BWX's reach, and management has bolstered the company's financial position—reducing interest costs and increasing liquidity to $1.7 billion by the end of 2025. BWX also offers investors a modest dividend. Analysts are largely bullish: more than two-thirds of those covering the stock rate it a Buy or equivalent.
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