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| Eyeing Clear Gains Ahead For You and This Stock |
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| Sometimes the market hands you a story that's crystal clear. | A household tech giant just doubled down on American manufacturing with a multi-billion-dollar bet on a new kind of glass. |
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| | Keep This Stock Ticker on Your Watchlist | | They're a private company, but Pacaso just reserved the Nasdaq ticker "$PCSO." | No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them. | Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry. | They've generated $1B+ worth of luxury home transactions across 2,000+ owners. That's good for more than $110M in gross profit since inception, including 41% YoY growth last year alone. | And you can join them today for just $2.90/share. But don't wait too long. Invest in Pacaso before the opportunity ends September 18. | Invest While You Still Can | Paid advertisement for Pacaso's Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals. | | | | Moderna | MRNA | | Price: $23.87 | Moderna's year has been a rough ride. Shares are down more than 40% as investors wrestle with fading COVID-19 demand and headline risks. | The latest blow is reports that U.S. health officials will review a potential link between vaccines and child deaths, a development that hammered both Moderna and Pfizer late last week. | The company insists its monitoring systems remain rigorous, and global regulators have flagged no new red flags. | Still, perception often drives price in the short run, and Moderna's stock now trades near $23, down from north of $75 earlier this year. | For context, the firm once sat among the market's pandemic darlings, flush with cash and outsized expectations. | The pivot question: Can Moderna rebuild momentum around its broader mRNA pipeline? | Programs in oncology, RSV, and rare diseases remain on track, but investors need data readouts to shift sentiment. | The balance sheet still shows over $9 billion in market cap and strategic flexibility, but patience is running thin. | Why it matters to you: Biotech stories can swing violently on headlines. For risk-tolerant investors, this is bargain-hunting territory, but you might want to wait for clinical catalysts before boarding again. |
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| | Arista Networks | ANET | | Price: $145.45 | In the AI gold rush, someone has to sell the shovels, or in this case, the Ethernet switches. | Arista Networks has carved out a sweet spot by powering the networking backbone that keeps massive GPU clusters talking. | Forget Nvidia's InfiniBand monopoly, as hyperscalers like Microsoft and Meta are increasingly leaning on Arista's Ethernet-based solutions. | The company projects over $1.5 billion in AI networking revenue this year, a massive leap from basically zero in 2022. | Hyperscaler demand gives it near-term visibility, while enterprise clients add diversity. | The stock is up about 25% YTD, even after a recent pullback, reflecting investors' recognition that networking is as critical as chips in AI infrastructure. | Of course, valuation isn't cheap. Shares trade at more than 50x earnings, and competition from chipmakers and in-house cloud solutions looms. | But Arista's software layer, its Extensible Operating System (EOS), gives it a sticky edge, and the company is already moving into WAN and campus networking with acquisitions like VeoCloud. | Why it matters to you: If AI workloads continue shifting toward Ethernet, Arista is one of the clearest beneficiaries. | For you, it's less about chasing hype and more about owning the plumbing of the AI boom. |
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| | Trade Tensions Mount (Sponsored) | | | The escalating U.S.-China trade tensions are reshaping the AI landscape.
Companies like Nvidia are facing significant revenue hits with the U.S. imposing new export restrictions on advanced AI chips to China.
This shift opens doors for U.S.-based AI companies poised to fill the gap.
I've identified 9 under-the-radar AI stocks with: | | Access our FREE report, "Top 9 AI Stocks for This Month," to discover these opportunities before the broader market catches on.
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| | Royal Caribbean | RCL | | Price: $329.47 | Cruise stocks aren't usually the first thing that comes to mind when markets talk momentum, but Royal Caribbean is sailing smoothly. | Shares are up nearly 47% this year, and the company just hiked its dividend 33% to $1 per share, a confident signal that the cash flows are back. | The company's Q2 results topped expectations, with EPS of $4.38 and revenue up 10% year over year. | Net margin hit 21%, and return on equity surged past 47%. | The balance sheet is still leveraged, but debt metrics have improved enough for management to keep rewarding shareholders. | Insiders have been trimming positions, which may spook some, but overall demand remains strong. | With guidance pointing to FY EPS in the mid-teens, Royal Caribbean looks set to ride consumer appetite for experiences, even as tariffs and inflation pinch other discretionary categories. | Why it matters to you: Cruise demand is cyclical, but right now RCL is proving it can be both a growth and income story. | It's a reminder that travel leisure plays aren't just recovery trades anymore, they're cash engines. |
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| | Estée Lauder | EL | | Price: $87.40 | Beauty may be skin deep, but for Estée Lauder, it's also about deep restructuring. Shares have bounced 13% this year, though they remain well off their highs. | The company has struggled with weak China sales and travel retail softness, prompting a dividend cut earlier in 2025. | Now comes the reboot. | The "Beauty Reimagined" plan emphasizes agility, digital marketing, and innovation, think more AI-driven campaigns and product rollouts across Clinique, La Mer, and The Ordinary. | Management has tripled the proportion of new launches and pushed deeper into Amazon's premium beauty segment. | Hedge fund interest has picked up, signaling a cautious bet that the turnaround may stick. | The global beauty market remains massive, on track to hit $1 trillion by year-end. Skincare is the slowest-growing segment, but innovations like hybrid skincare-makeup products are fueling crossover demand. | Estée Lauder wants to capture that trend while tightening expenses to rebuild margins. | Why it matters to you: Consumer staples with a luxury tilt can bounce back fast once the narrative shifts. | For EL, execution in Asia and keeping the pipeline fresh will determine whether this rebound is just cosmetic, or the start of a deeper glow-up. |
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| | Corning | GLW | | Price: $78.01 | It's not every day Apple writes a $2.5 billion check, but that's exactly what landed in Corning's lap. | The tech giant is beefing up production at Corning's Kentucky factory, ensuring iPhones and Apple Watches will carry glass that's tougher, thinner, and made in America. | CEO Tim Cook called it "the place to put it," praising Corning's innovation and cost profile. | For investors, the numbers already sparkle. Shares are up nearly 65% year to date, and the stock notched a fresh 52-week high at $77. | Management says its new ceramic shield is 50% stronger than earlier versions, good news if you've ever dropped your phone. | The factory boost also means more jobs and higher output, with capacity set to triple. | Why it matters to you: This isn't just a materials story. It's about supply chain reshoring and long-term partnerships. | When Apple bets billions, it tends to pay off for its suppliers. If Corning can scale profitably, investors may find the glass half full. |
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| | Poll: If you had to delete one investment forever, what's gone? | |
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| | Today's lineup is all about reinvention. Whether it's glassmakers reshaping supply chains, biotech names battling for relevance, or beauty giants trying to regain their shine. | Networking players like Arista and travel leaders like Royal Caribbean remind us that strong execution often matters more than headlines. | In a market hitting record highs, investors should ask who's just polishing the surface, and who's building something durable? | Stat of the Day: 65%
That's the jump in net capital gains reported on 2024 tax returns through mid-July, according to the IRS. | Rising markets are padding Uncle Sam's wallet, with $530 billion in gains booked, a reminder that equity rallies feed the Treasury, too. |
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| Best Regards,
—Noah Zelvis
Everyday Alpha |
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