$440 billion.
That's how much Amazon, Google, Meta, and Microsoft are investing in AI this year. In a single year. From just four companies. That's greater than the GDP of 168 countries.
And it's on top of the estimated $400 billion they spent last year.
Now, I want you to sit with that for a moment because these are the four most powerful, most data-rich, most sophisticated companies on the planet. They don't make $440 billion bets on "maybe."
They are building the infrastructure of an entirely new economy.
And they're doing it at a pace and scale that most people simply cannot comprehend but here's the part of this story that almost nobody has connected…
The federal government is matching them stride for stride.
With Executive Order 14365, Trump effectively declared AI a national security imperative… on par with the Manhattan Project.
He established an AI Litigation Task Force at the DOJ with a singular mission: to steamroll any state, any regulator, and any law that tries to slow down the machine.
The government is no longer a referee. They are now the lead investor.
They're taking equity stakes in companies like Intel and MP Materials. They're stockpiling lithium and rare earth minerals like they used to stockpile oil.
We are no longer living in a free-market democracy.
We are living in what I call a Technological Republic.
A new system where the "Invisible Hand" of the market has been replaced by a "Visible Fist"… one that is picking winners and losers with the full weight of the White House, the Department of Justice, and the military behind it.
This is not a prediction. This is policy. It's already in motion.
And if you are still investing by the old rules of the 1990s or 2000s… if you're holding "safe" blue-chip stocks that belong to the old economy… you are standing directly in the path of the steamroller.
But for those who understand which companies are being chosen by this new power structure… the wealth potential is unlike anything we've seen since the Gilded Age.
Luke Lango and I have identified the chokepoints of this new economy… the assets that sit at the intersection of these unprecedented capital flows.
The stocks to buy… the stocks to sell… and the three money moves to ensure you and your loved ones end up on the winning side of this new economic reality.
It's all laid out for you here.
➡ Click here to stream it at no cost.
Good investing,
Porter Stansberry
MarketBeat Week in Review – 03/09 - 03/13
Authored by MarketBeat Staff. Date Posted: 3/14/2026.
Despite continued volatility, stocks have stayed resilient as investors navigate the fog of war. The story is largely about oil: when the price of crude rises, stocks often fall, and vice versa. However, the larger issue is uncertainty—specifically, how long the conflict will continue and what "normal" will look like for energy prices afterward.
The economic indicators look generally favorable. The CPI number came in as expected, continuing to show that inflation is moderating toward the Federal Reserve's preferred target. Earnings season has also reinforced the picture of an economy that remains resilient.
All of this builds toward the Fed meeting and decision next Wednesday. Interest rates are likely to remain unchanged. No matter the outcome, MarketBeat analysts will help point out the opportunities that volatility creates. Here are some of our most popular articles from this week.
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- Stocks moved lower this week on investor uncertainty over the length of the Iran conflict and its impact on oil prices.
- The economic indicators remain favorable and support the likelihood that interest rates will remain unchanged after next week’s Federal Reserve meeting.
- Here are some of our most popular articles from this week.
- Special Report: Elon Musk already made me a "wealthy man"
Articles by Thomas Hughes
SpaceX is one of the most discussed companies—and it's not trading publicly... yet. This week, Thomas Hughes explained why SpaceX is critical to the commercial space industry and why the deal structure will be key to making an initial public offering possible.
Hughes also covered the earnings report from FuelCell Energy (NASDAQ: FCEL). The balance sheet is improving, but the company continues to burn cash, highlighting the challenges that remain to bring hydrogen mainstream.
Costco Wholesale Corp. (NASDAQ: COST) delivered a solid earnings report this week. Hughes noted that the stock offers investors a buy-now, get-paid-later scenario, and many still believe a special dividend could be possible.
Articles by Sam Quirke
Sam Quirke observed that Tesla shareholders might want to be careful what they wish for. The company reported higher EV sales in China, but the results weren't enough to lift the stock, which investors appear to be viewing more as an AI/robotics play.
Quirke also checked in on Atlassian Corp. (NASDAQ: TEAM). The stock is down roughly 80% over the past year, making it one of the technology names hardest hit by AI-related selling. Read Quirke's piece to see why the worst may be over.
Big oil stocks are often considered long-term investments rather than trades, but these aren't normal times. Quirke analyzed the surge in Chevron Corp. (NYSE: CVX) and explained why the trade may unwind faster than investors expect.
Articles by Chris Markoch
The recent sell-off is a reminder that valuation doesn't matter—until it does. Investors are returning to blue-chip names, and this week Chris Markoch highlighted three blue-chip stocks with defensive qualities for a sector-rotation trade.
Gold continues to attract attention, but Markoch pointed out an emerging copper shortage and why three copper stocks are positioned to fill gaps left by aging mines.
Markoch also wrote about Evolv Technologies Inc. (NASDAQ: EVLV). The maker of AI-powered weapons-detection systems posted a surprise profit this quarter on strong demand, a development that could change the long-term outlook for this speculative name.
Articles by Ryan Hasson
Alphabet Inc. (NASDAQ: GOOGL) has been one of the strongest performers among the MAG 7 over the past year. Ryan Hasson analyzed the recent pullback in GOOGL and explained why the fundamentals suggest this is a healthy dip within a long-term uptrend.
The circular AI trade continues. This week, NVIDIA Corp. (NASDAQ: NVDA) announced a $2 billion investment in Nebius Group NV (NASDAQ: NBIS). Hasson tackled the next logical question: is it time to invest in NBIS?
Some investors seek the relative safety of dividend stocks amid volatility. Looking for yield can be a trap, but Hasson highlighted five high-yield stocks with histories of outperforming during market stress.
Articles by Leo Miller
Leo Miller offered two approaches for picking stocks in volatile markets. One is to watch companies where insiders are buying when the stock is out of favor. Miller identified three insider-buying stocks that signal confidence.
Another approach is to follow companies that announce sizable buyback programs. Miller highlighted three stocks that have announced substantial buybacks, a generally bullish signal.
After a strong earnings report, Marvell Technology (NASDAQ: MRVL) is closing the custom-chip gap with Broadcom Inc. (NASDAQ: AVGO). Miller explained why the post-earnings surge may be just the beginning.
Articles by Nathan Reiff
D-Wave Quantum Inc. (NYSE: QBTS) continues to demonstrate promise in the quantum computing space. Nathan Reiff reminded investors, however, that D-Wave remains far from profitability, which is tempering investor enthusiasm.
Biotech stocks are expected to have a strong year, particularly those working on oncology treatments. Reiff highlighted two small-cap biotech stocks that recently launched cancer drugs and discussed the growth challenges they still face.
Although gold has cooled from recent highs, it still looks like a compelling theme for 2026. This week, Reiff outlined three ways to own gold without taking physical custody of the metal.
Articles by Dan Schmidt
European stocks have fallen since the conflict with Iran began, but broad selloffs often create opportunities for patient investors. Dan Schmidt highlighted three European stocks worth considering at a discount.
There are signs the crypto winter may be ending. If so, this could be a time for speculators to re-enter the space. Schmidt offered three crypto-related stocks that let investors gain exposure without owning specific coins.
It's been a strong couple of weeks to buy oil-related stocks, but some positions deserve caution. Schmidt listed three ETFs investors should consider selling as oil trades near multi-year highs.
Articles by Jeffrey Neal Johnson
ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) reported a surprise profit, but Jeffrey Neal Johnson noted that's not the biggest story for the stock. The company is being acquired, creating "a classic merger arbitrage scenario for investors."
On M&A, Johnson also examined the potential tie-up between Cintas Corp. (NASDAQ: CTAS) and UniFirst Corp. (NYSE: UNF). A merger with its largest rival would position Cintas as an industry juggernaut.
Earnings from retail stocks show that, in many ways, the more things change the more they stay the same. That dynamic is helping Ross Stores (NASDAQ: ROST) and TJX Companies (NYSE: TJX) prove their value to treasure-hunt consumers.
Articles by Jordan Chussler
In volatile times, keeping things simple can pay off. Jordan Chussler explained why the largest defense-sector ETF may continue to rally during the Iran conflict and is loaded with companies likely to benefit from increased Pentagon spending.
One of the week's biggest stories was the deal between Hims & Hers Health (NYSE: HIMS) and Novo Nordisk (NYSE: NVO). The two companies went from competitors to partners, and HIMS shareholders benefited.
The EV trade remains concentrated among a few names. This week, NIO Inc. (NYSE: NIO) re-entered the conversation after reporting a surprise profit that could help it gain market share in China. Read more in Chussler's piece: this forgotten EV stock just reported strong earnings.
Articles by Jennifer Ryan Woods
An unusually warm winter might seem like bad news for a company such as Vail Resorts Inc. (NYSE: MTN), but as Jennifer Ryan Woods explained, the situation is more nuanced. MTN's price action is muted as investor sentiment remains mixed.
Consumers continue to spend, but "choiceful" behavior is likely to stay part of the conversation through 2026. Woods suggested three ETFs that hold companies well positioned to capture consumers' wallets as budgets tighten.
Articles by Peter Frank
Investing in regional bank stocks requires selectivity. Peter Frank explained why a series of acquisitions is helping Huntington Bancshares (NASDAQ: HBAN) expand beyond its Midwest roots and pursue a broader growth story that goes beyond a compounding dividend.
After Cooling Off, On Holding May Be Ready to Sprint Higher
Submitted by Thomas Hughes. Article Posted: 3/6/2026.
Key Points
- On Holding’s Q4 2025 results showed strong, broad-based growth across channels, categories, and regions.
- Fiscal 2026 guidance came in light, but analysts largely view it as conservative and still expect outperformance.
- Analyst sentiment and institutional activity suggest support near key technical levels and potential upside.
- Special Report: Elon Musk already made me a "wealthy man"
On Holding's (NYSE: ONON) share price has struggled amid fears of slowing growth, valuation concerns and the impact of tariffs, but the selling pressure appears to be easing. Q4 2025 results were strong, with growth holding up across channels and categories. Although 2026 guidance missed the consensus, the company still forecasts another strong year, and analysts expect it to outperform.
Analysts' reactions suggest the guidance miss was deliberate: the company often sets conservative targets and then exceeds them. On Holding expects to sustain a solid 20%+ growth pace in the coming year, driven by strength across segments and retail categories.
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Our investment research analysts are going to be releasing their next investment idea tomorrow morning, around 10:00 AM Eastern time.
Add yourself to the distribution list here.Data from MarketBeat shows coverage rising and sentiment firming, with 25 analysts covering the stock and an 84% buy-side bias toward the Moderate Buy rating. The consensus price target remains relatively bullish and steady despite the March revisions, implying roughly 40% upside from the key support level. That critical support sits near a long-term exponential moving average around $41.30, where the stock has found support previously.
Support is also visible in analysts' trends and institutional activity. Institutions accumulated ONON shares in three of four quarters in 2025 and during the first two months of Q1 2026, ramping purchases to record highs even as the price pulled back. That pattern suggests a solid support base and a tailwind that could push the stock higher over time. The remaining question is timing — a rebound could start before midyear. If the company's guidance proves conservative, the next visible catalyst will be mid-May, when Q1 2026 earnings are released.
On Holding Tanks on Robust Results and Growth Outlook
On Holding's Q4 was very strong: revenue rose about 34%, slightly ahead of consensus. The strength was broad-based — wholesale revenue jumped 31% and higher-margin direct-to-consumer (DTC) climbed about 30% — supported by 21% growth in core shoes, 38% in apparel and 117% in accessories. Regionally, Asia‑Pacific (APAC) led with an 85% increase, the Americas rose 21.3%, and EMEA (Europe, the Middle East and Africa) was up about 2.5%.
The margin picture is mixed but ultimately constructive. Net income margin declined more than expected due to aggressive investments and foreign-exchange headwinds, but that was offset by record gross margins and a 31.8% increase in EBITDA. The stock's decline in early March was largely driven by the guidance miss, which stoked concerns about slower growth and margin pressure across the retail sector.
On Holding Builds Value for Investors
There are no red flags on On Holding's balance sheet. The company is well-capitalized and holds net cash relative to debt. Shareholders' equity rose about 17% in 2025 and is expected to continue expanding. Management has prioritized reinvesting in growth rather than returning capital so far, but the company is on track to return capital in coming years.
Key catalysts in 2026 include continued strength in apparel sales, which underpin revenue durability and margins; a focus on DTC channels; and improving brand awareness. On Holding leverages relationships with top athletes and its premium positioning to tell targeted brand stories that resonate with consumers. DTC carries risk too, since it can boost growth and margins while potentially straining wholesale partnerships, as Nike's experience illustrates. Other risks include FX headwinds and the potential for slowing demand.
Price action has been mixed since the earnings release. The report triggered a sharp selloff followed by heavy buying. Since then, trading has encountered resistance near the short-term 30-day exponential moving average (EMA), which could cap near-term gains. Over the longer term, ONON appears positioned to rebound and may accelerate higher once that recovery begins.
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