Dear Reader,

Only 3% of U.S. companies have adopted AI.

Three percent.

Everything you've seen so far — Nvidia's run, the trillion-dollar market caps, all of it — happened with 3% adoption.

Ninety-seven percent of the opportunity is still ahead.

But here's what most investors get wrong: the stocks that won during the first 3% are NOT the ones that will win during the next 97%.

It happened with the internet. Cisco dominated the buildout. Then crashed 86% over the next year and a half while Amazon — a company that USED the infrastructure Cisco built — rose 257,000% since its 1997 IPO.

I just recorded a presentation showing you exactly which AI stocks are positioned to capture the 97% that's still coming.

My name is Alexander Green. I've been the chief investment strategist of The Oxford Club for over two decades. I recommended Apple under $1, Amazon under $2, and Nvidia in 2004.

I've never seen an opportunity this large this early.

Click here to watch the full presentation.

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club

P.S. The internet went from 3% enterprise adoption to mass adoption and created $15 trillion in new wealth. AI is following the same path – but faster. Don't miss it. Details here.

BREAKING NEWS

🏘️ The Great Housing Standoff

So you want to sell your house, cash in, and ride off into a low-mortgage sunset? Bad news. So does everyone else, and the buyers are all staying home.

According to a nationwide housing market survey by Redfin, about 1.99 million people are trying to sell a home while only 1.36 million are trying to buy one. That's a gap of roughly 630,000, the widest since Redfin started tracking in 2013. A year earlier? The gap was less than half that size.

Oh, and let’s not forget that inflation-adjusted home prices are sitting near the highest levels in 135 years of data. When you read those two facts together, something looks broken. Sellers are lined up out the door but buyers have vanished and prices haven't moved much.

So why haven't prices cracked? Buyers are waiting because mortgages are still expensive at around 7% and sellers are waiting because they don't want to accept lower prices and that's keeping the housing market frozen.

⚡ The Key Takeaways:

• 🔑 Buyers Have The Upper Hand: It's technically been a buyer's market since May 2024, which means buyers hold the negotiating power.

• 🌴 The South Leads The Shift: Miami has 163% more sellers than buyers, Nashville 120%, and Austin 112%.

• 📉 Prices Could Drop Further: Redfin economists think prices in the worst-hit markets could fall another 5% to 10%.

Why This Is Really A Rate Story: Here's the thread that ties it all together. This entire standoff exists because mortgages sit near 7%, and mortgages sit near 7% because the Fed has rates parked high to fight inflation. That's why the market obsesses over every word the Fed says. Interest rates don't just move your stock portfolio up and down. They decide whether you can afford the house, where you're able to live, and what your monthly payment looks like for the next 30 years.

And the near-term relief people are hoping for probably isn't coming. The Fed meets this week, with the decision landing Wednesday, and almost nobody expects a change at this meeting. The bigger problem is what comes after. Polymarket now puts the odds of a rate hike in 2026 at about 67%. That's a hike, not a cut. So if you're waiting for cheaper mortgages to thaw this market out, don't hold your breath.

The Munch Take: A market where nobody agrees on price isn't a crash. It's a staring contest. Sellers still have last year's number stuck in their head, buyers are looking at a 7% mortgage rate and doing different math, and neither side is budging. Standoffs like this can last a surprisingly long time, because nobody is forced to move. Eventually, someone has to blink.

5 Nasdaq Stocks Gaining Momentum This Summer (Ad)

The AI boom is entering its next phase — and guidance is starting to shift.

While mega-cap tech stalls, a new group of Nasdaq stocks is gaining momentum across AI, biotech, semiconductors, and cloud infrastructure.

We identified 5 companies showing strong growth signals and breakout potential heading into the second half of 2026.

Inside the free report:
• One AI stock analysts see climbing another 31%
• One GLP-1 biotech with 145% upside potential
• One cloud platform benefiting from surging AI demand

Wall Street is only beginning to notice these names so early investors may benefit most.

👉 Discover 5 Nasdaq stocks showing the strongest momentum heading into the second half of 2026.

To Your Trading Success,
The Daily Stock Buzz Team

STOCK OF THE DAY

💻 Intel Crushed Earnings And The Stock Fell Anyway

Intel ( $INTC ( ▼ 7.89% ) ) reported earnings last week and the numbers were excellent. Revenue grew 25% from a year ago, the company's fastest growth in almost 15 years. Earnings came in at $0.42 per share when Wall Street expected about $0.21. That's not just a beat. It's a blowout.

Unsurprisingly, the stock ripped 12% after hours. But later? It gave every bit of it back and hasn't stopped falling since.

Here's what's really happening: Intel was one of this year's hottest chip stocks. But lately, money has been flowing out of chip stocks across the board. Even strong earnings haven't been enough to stop the selling because investors are dumping the sector, not just Intel. After such a huge rally, plenty of investors are using good news as a chance to lock in profits instead of buying more.

🐂 The Bull Case:

• 📊 Revenue grew 25% year over year, Intel's fastest pace in almost 15 years, and earnings came in at double what Wall Street expected.

• 🏭 The AI buildout is creating real demand for Intel's server chips, and management pointed to that directly on the call.

• 💰 The stock is roughly 32% cheaper than it was on June 30, so anyone who liked the turnaround story is getting a much better entry.

🐻 The Bear Case:

• 🥊 Nvidia and AMD still own the high end of the AI chip market, and Intel is fighting for what's left.

• 🚪 A 12% jump that quickly reversed suggests many investors used the good news to lock in profits rather than buy more.

• 💸 Intel is spending billions building new chip factories today, but investors may have to wait years before those investments start paying off.

• Special Report: Get ready for August 15 market shock (from Brownstone Research)

The Munch Take: A company can do everything right and still watch its stock go the wrong way, because price and performance answer to different bosses. Intel wasn't just fighting its own earnings - it was also fighting a broader selloff in chip stocks. At the end of the day, many investors used the good news to lock in profits and there’s nothing wrong with that. Sometimes good news becomes the exit, not the entry.

🍪 Munchy Memes

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