There’s a little-known factory being built outside San Antonio.
To most people, it looks ordinary… just another industrial site.
But to Google, Tesla, and Microsoft, it may be the most important factory in the world.
Because inside, machines are producing a new “miracle metal”…
A material so powerful it can slash AI’s energy use by 99%… and unlock billions in savings for every tech giant on the planet.
That alone would be a story.
But here’s the part almost no one is talking about:
This company is so promising that even its waste is worth billions.
Every ton of this miracle metal they make also produces clean hydrogen, a fuel America is short on by 11 million metric tons a year.
In other words… while Big Tech fights for the metal, the byproduct could quietly become a second fortune.
And the stock behind it? Still trading for under $20.
Chris Rowe
Kohl's Stock Rebound Faces a Showdown With Short Sellers
Written by Thomas Hughes. Published 9/2/2025.
Key Points
- Kohl's is not out of the weeds but is on track to complete a turnaround and return to growth.
- Earnings quality is improving, setting the company up for a leveraged earnings rebound.
- Institutional and analyst trends provide solid support, while short-sellers have ample reason to fear volatility.
After hitting its April lows, high-yielding Kohl's (NYSE: KSS) has staged an impressive rebound—but risk-averse income investors should stay cautious. Despite operational improvements and a recently cut dividend that appears sustainable, uncertainties remain and elevated short interest is still a headwind.
Although short interest fell 31% sequentially in early August, it remains high at roughly 32% of the float. That pressure can magnify price swings in Q3—and potentially Q4—even as Kohl's works to strengthen its fundamentals.
Short Sellers, Analyst Revisions, and Institutional Buying Drive Volatility
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The Q2 earnings release and guidance update sparked a rally, partly driven by short-covering. Yet technical indicators show strong resistance at levels tied to 2024's bearish action and the 2020 COVID-19 lows, likely capping gains without a fresh catalyst to push through.
Institutional activity offers some optimism. MarketBeat data reveal that, after modest net selling in Q1, institutions bought at a 2-to-1 ratio in Q2 and early Q3. Given that these investors own nearly all of Kohl's float, continued buying could pressure shorts and support the stock.
Analysts have responded positively, too. According to MarketBeat's forecast data, there were ten earnings revisions—its first batch of changes in two quarters—and all were upgrades or price target increases. This activity lifted the consensus target by 25% overnight and helped establish a floor under the shares. However, the new targets still sit below key resistance, so another catalyst may be needed for a sustained breakout.
Kohl's Mixed Results: Weak Revenue Offset by Improved Earnings Quality
Kohl's Q2 revenue fell 5.1% year-over-year—200 basis points below consensus—and comp sales declined 4.2%, lagging peers. Much of the weakness reflected increased markdowns and promotions aimed at reducing excess inventory. Those actions, along with operational efficiencies, drove a better-than-expected bottom-line performance and generated enough cash flow to maintain the dividend.
The dividend now yields about 3.3%, with a healthy 55% payout ratio after the recent cut. On the balance sheet, cash and inventory levels have declined alongside current and total liabilities, while shareholder equity rose 2.6%. Long-term debt stands below 0.5× equity and about 0.5× inventory, leaving Kohl's well-positioned to continue its turnaround.
The next catalyst is the Q3 earnings release, expected in late November. Kohl's has issued favorable guidance—forecasting revenue and earnings above consensus. If the company sustains its momentum, it could exceed those targets and return to growth before year-end. Positive trends in off-price merchandise at TJX Companies (NYSE: TJX) and Ross Stores (NASDAQ: ROST) provide additional tailwinds.
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