Dear Reader,

I've just revealed a powerful investing strategy that boils down to "Sell This, Buy That."

It's a way to rid yourself of overpriced AI stocks before a scheduled announcement on July 31^st threatens to reshuffle the stock market's winners and losers.

Like my recommendation I call an upgrade to Tesla stock. It's a little-known company that just inked a groundbreaking partnership with the king of AI, Nvidia. This deal virtually hands this under-the-radar firm the keys to the self-driving industries' biggest customers, putting them miles ahead of Tesla in the autonomous vehicle race.

On July 31^st , I believe this stock could soar while Tesla's stock plummets.

That's why I want to put this stock on your radar now before markets open.

It's critical you act in time, because I can't guarantee these anticipated moves will wait until July 31^st .

You can get the names and ticker symbols you need here at no charge.

Sincerely,

Marc Chaikin
Founder, Chaikin Analytics

P.S. This shift is even more far-reaching than Tesla...

Smaller, lesser-known names that are showing the overwhelming potential to dethrone AI's Magnificent 7.

That's why I give away a Hotlist and Hitlist of buy and sell ideas that you can act on right now – alongside my "upgrade to Tesla".

Fair warning: if you don't make a move by July 31^st , this opportunity to position your money in the best stocks for the second half of 2026 could pass you by.

Click here to get started.

BREAKING NEWS

🍎 Apple Hit A Record High By Doing The Opposite Of Everyone Else

Apple just smashed its all-time record, hitting $322 a share. The stock has jumped about 17% in just two weeks, adding a mind-boggling $600 billion in value. That is bigger than most entire companies, gained in ten trading days.

Here is the funny part. Apple is winning by being the boring one. Remember how we told you that Microsoft, Meta, and the other giants are spending mountains of cash on AI? Apple has decided, for now, to sit that spending race out. For a while, people made fun of Apple for "falling behind."

But the mood has completely flipped. Now investors are nervous that all that AI spending by other companies might not pay off. And suddenly Apple, the company keeping its wallet closed, looks like the safe, smart one in the room.

🐂 The Bull Case:

• 💰 Its piggy bank is stuffed. Because Apple is not blowing billions on AI data centers, it is set to pocket a record $140 billion in spare cash this year. That is money for buybacks, dividends, and rainy days.

• 📱 People still love iPhones. Sales are holding strong even when experts expected a slowdown, and a foldable iPhone may be coming in September to spark a big upgrade wave.

• 🏆 It is the class winner. Apple is the only member of the "Magnificent Seven" tech giants sitting at a record high. When investors get nervous, they run to the safest name, and right now that’s Apple.

🐻 The Bear Case:

• 🏷️ The stock is pricey now. After a giant two-week jump, Apple is the most expensive it has been in years compared to its earnings. A lot of good news is already priced in, leaving very little room for error.

• 🎯 Experts say it is near the top. The average price target from Wall Street is basically right where the stock already trades, meaning the easy money may already be made.

• ⏳ The AI rivals could catch up. If all that spending by Microsoft and friends finally starts paying off, Apple's "safe haven" shine could fade fast.

The Munch Take: While everyone else sprinted to spend the most money the fastest, Apple sat back, kept its cash and let the crowd tire itself out. Sometimes the smartest move is simply knowing when not to join the race. Apple reports earnings on July 30, and that report will tell us if this rocket has more fuel or needs a rest. Great company, but a great company and a great price are not always the same thing.

Top 9 AI Stocks This Summer (Ad)

I just published a fresh report: Top 9 AI Stocks for This Month.

Inside, I break down a chip company linked to U.S. AI manufacturing, a cloud name with a stronger setup than most investors realize, and a data analytics player with potential upside from public-sector demand. Read the full report here.

If you want to study where AI capital could flow next instead of chasing yesterday’s move, you can review the list here. 

**By clicking this link you agree to receive emails from StockEarnings and our affiliates. You can opt out at any time.  Privacy Policy. **

STOCK OF THE DAY

🏦 The Big Banks Just Reported, And They All Aced The Test

Earnings season kicked off with a bang today as America's biggest banks all opened their books at once. JPMorgan, Bank of America, Citigroup, and Wells Fargo all beat expectations. When the giants of money all do better than expected on the same morning, that’s a signal worth paying attention to.

Here is why it matters beyond just the banks. Banks are like the heartbeat of the economy. Because they lend money to families and businesses, when they say loans are healthy and people are paying their bills, it usually means the whole economy is doing okay. JPMorgan led the pack with a monster quarter, earning $6.14 per share when Wall Street only expected $5.85, on a whopping $58 billion in revenue. A nice bonus this quarter came from the giant SpaceX IPO. The banks split about $500 million in fees for running it, with Bank of America, Citigroup, and JPMorgan pocketing roughly $75 million each just for their part.

A quick breakdown of each stock so far this year:

• 🥇 Citigroup (the winner). Up about 50% over the past year, the best of the bunch by a mile. Its boss, Jane Fraser, has spent years cleaning up the company, and investors are finally believing the turnaround is real.

• 🥈 Goldman Sachs. Up around 45%. It makes big money helping companies do deals and go public, and 2026 has been a busy year for exactly that.

• 🥉 Bank of America. Up about 26%. A solid, steady year for the second-biggest bank in the country.

• 😐 JPMorgan. Up about 15%. The king of banks had a great earnings day, but the stock has been more of a slow-and-steady climber this year.

• 🐢 Wells Fargo (the laggard). Up only about 2%, the clear worst performer. It spent years under government penalties that limited how big it could grow.

So which one looks best going forward? Here’s the interesting twist. The best stock this year and the best buy for next year might not be the same thing. Citigroup has already run up 50%, so a lot of the good news is priced in. Wells Fargo, the laggard, just got freed from those old government limits and is finally allowed to grow again. Sometimes the horse that has been stuck in the gate has the most room to run once the doors open. That is why some experts think Wells Fargo has the most upside from here, even though it’s been the weakest this year.

The Munch Take: Here is the twist that proves the point: Citigroup crushed its earnings and still dropped over 5% today. That is Wall Street in a nutshell. When a stock has already run up 50%, even great news is not enough, because the good stuff was already priced in. Meanwhile, remember Wells Fargo, the laggard? For decades it was Warren Buffett's favorite bank, a position he first bought back in 1989. But he dumped every share by 2022 after its scandals, right before its turnaround started. Funny how that works. Right now, bank stocks are stuck in limbo because nobody knows the Fed's next move. Rate hikes or rate cuts change everything for these companies, and the guessing keeps a lid on the whole group. If you are hunting for value, Citigroup and Wells Fargo trade at the cheapest levels of the four, both around ten times earnings, versus a pricier JPMorgan.

🍪 Munchy Memes