ON APRIL 30th, PRESIDENT TRUMP IS
EXPECTED TO SIGN HIS FINAL ONE — EVER!
Ian King here with some very big news.
After 220 Executive Orders in one year. And with nearly three full years left in office…
I have learned the unthinkable…
On April 30th, President Trump is expected to issue what I believe will be his FINAL Executive Order.
I know that sounds crazy …
I didn’t believe it myself.
But then I saw all the details of the leak — coming directly from inside the White House — and I knew right away this was going to be a huge and shocking announcement.
I was able to get the full story for you here.
Regards,
Ian King
Chief Strategist, Strategic Fortunes
These 3 Beaten-Down Stocks Just Announced Massive Share Buybacks
Written by Leo Miller. Originally Published: 3/24/2026.
Key Points
- Salesforce is acting quickly to buy back its stock, announcing a huge accelerated repurchase program.
- DocuSign's buyback capacity now exceeds 25% of its market capitalization with shares down nearly 50% from recent highs.
- As the memory shortage delivers blows to Qualcomm, the company just pushed its buyback authorization above $20 billion.
- Special Report: Elon Musk already made me a "wealthy man"
Stock buybacks are generally bullish for shareholders. Beyond signaling that management may view the stock as undervalued, repurchases reduce the number of shares outstanding and can boost earnings per share.
Recently, Salesforce (NYSE: CRM), DocuSign (NASDAQ: DOCU), and Qualcomm (NASDAQ: QCOM)—three well-known tech names that have each suffered steep drawdowns this year—announced large buyback programs that should attract investor attention.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidAll three stocks are down at least 30% from their respective 52-week highs, and their management teams are signaling confidence by authorizing substantial repurchases at prices they likely view as depressed and poised to recover.
Salesforce Announces Record $25 Billion Accelerated Repurchase
Salesforce has been a prominent example of the so-called "SaaSpocalypse," with CRM shares about 35% below their 52-week high. That term is used by some observers to describe broad declines across many Software-as-a-Service (SaaS) stocks amid concerns that new artificial intelligence tools could reshape software economics.
There is worry that easier coding via AI could enable customers or new AI-native competitors to replicate legacy SaaS functionality at lower cost, potentially pressuring pricing and growth for incumbents like Salesforce.
Salesforce, however, positions AI as an enabler rather than a threat. Its AI add-on AgentForce recently reached $800 million in annual recurring revenue, a 169% year-over-year increase.
Management is backing that conviction with capital. The company announced its largest-ever $25 billion accelerated share repurchase (ASR), equal to roughly 14% of the firm's ~ $180 billion market capitalization.
ASRs are among the fastest ways for a company to repurchase stock, so this move is a strong vote of confidence that Salesforce's shares are undervalued. Wall Street appears to agree: analysts see nearly 44% potential upside for CRM over the next 12 months and give the stock a consensus Moderate Buy rating, with 27 of 39 analysts assigning it a Buy.
DocuSign Lifts Repurchase Authorization to $2.6 Billion
DocuSign has faced many of the same AI-related questions that have pressured other software names. The stock is down nearly 50% from its 52-week high, including a decline of about 30% in 2026. DOCU now trades at a forward price-to-earnings (P/E) ratio near 11x, just above its all-time low.
As with many software companies, potential AI-driven disruption hasn't yet appeared in DocuSign's results. The company reported modest sales growth of 8% in 2025, roughly in line with the prior two years, and expects similar growth and stable margins this year.
Still, markets are forward-looking and are weighing whether future results or guidance could deteriorate. Management is responding with buybacks. Alongside its latest earnings release—which marked its 13th consecutive quarterly earnings beat dating back to Q3 2023—DocuSign increased its repurchase authorization by $2 billion, bringing the total to $2.6 billion. That amount represents roughly 28% of DocuSign's ~$9.5 billion market capitalization.
The company spent about $269 million on buybacks in the latest quarter, up 66% year-over-year. The new authorization implies the buyback pace could accelerate, a sign of management's bullishness. Analysts are also constructive, penciling in more than 41% potential upside over the next 12 months.
Qualcomm Boosts Buybacks as Memory Woes Weigh on Shares
Shares of semiconductor giant Qualcomm are trading approximately 35% below their 52-week high.
Qualcomm has relatively limited exposure to the AI data-center megatrend, which has contributed to its underperformance versus many large and mega-cap chip names in recent years.
Ironically, Qualcomm's largest market is being hurt by the AI buildout. In its latest quarter, handsets (smartphones) accounted for about 64% of revenue. The company expects next-quarter handset sales of roughly $6 billion, a 13% year-over-year decline, as smartphone makers pull back on orders because they cannot secure enough dynamic random-access memory (DRAM) to complete phones.
Memory-chip manufacturers are reallocating DRAM capacity to build high-bandwidth memory (HBM) needed for advanced AI systems, which offers higher margins. That shift has left Qualcomm at a disadvantage in the smartphone supply chain.
Despite these headwinds, Qualcomm is confident in its long-term outlook, citing traction in automotive and opportunities in robotics. The company announced a $20 billion buyback authorization, bringing total repurchase authority to $22.1 billion, roughly 17% of its ~$137 billion market capitalization.
The buyback comes as analysts forecast more than 29% potential upside over the next 12 months.
When Shares Slide, Buybacks Speak
Across Salesforce, DocuSign, and Qualcomm, the common thread is scale: each company is allocating significant capital to share repurchases after steep drawdowns. Buybacks don't eliminate the risks that prompted the selloffs, but they do put real money behind management's belief that valuations are now more attractive.
Among the three, Salesforce's accelerated repurchase is the most emphatic statement, reflecting both urgency and conviction. The true test, however, won't be the size of authorizations; it will be whether management executes the programs and whether upcoming results convince markets that the AI-related concerns about legacy software are overstated.
How to Play 3 Major CEO Transitions in Early 2026
Written by Nathan Reiff. Originally Published: 3/19/2026.
Key Points
- Adobe, Walmart, and Disney are all in the midst of major leadership transitions in which long-time and respected CEOs are handing over executive duties.
- Investors should watch for signs that Wall Street may be cautious amid these transitions even when a company has strong fundamentals and momentum.
- In the case of both Walmart and Disney, the new leaders have significant experience and long track records of success within their respective companies.
- Special Report: Elon Musk already made me a "wealthy man"
CEOs shape many of a company's strategic priorities and serve as the public face of the business for current and prospective investors. Naturally, how an investor perceives a CEO can influence their trading decisions. When companies undergo leadership transitions—whether a respected leader steps down or a controversial CEO is ousted—investors should watch closely for opportunities to adjust their positions.
Sometimes the departure of a beloved CEO can shake investor confidence and push shares lower even when fundamentals remain solid. Other times a new leader can provide a fresh start and renewed momentum. Three major companies that have recently—or will soon—experience CEO transitions may present interesting opportunities for attentive investors.
Adobe CEO's Two-Decade Run Ends, But Fundamentals Remain Compelling
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidDigital media software giant Adobe Inc. (NASDAQ: ADBE) presents a paradox for investors: the company delivered a very strong Q1 fiscal 2026 (ended Feb. 27, 2026), yet shares have declined sharply year-to-date, with nearly 12% of that drop occurring last week alone. Much of this pullback followed news that longtime CEO Shantanu Narayen will step down in the months ahead.
Shareholders bullish on Adobe may be witnessing a sell-off driven more by perceived CEO-transition risk than by weakness in the business. The firm's fundamentals remain robust: revenue rose 12% year-over-year in the latest quarter to $6.4 billion, comfortably beating Wall Street estimates.
Earnings per share also came in above expectations. Operating cash flow of nearly $3 billion set a company record, and an impressive 850 million monthly active users helped drive a tripling of AI-first annual recurring revenue.
Narayen's nearly two-decade tenure transformed Adobe, steering it to a subscription-based cloud model. His phased exit—and the fact that he will remain as board chair—should help provide continuity. Some investors may anticipate a reversal of the stock's downward trend once his successor is announced; analysts see nearly 38% potential upside.
Walmart's New Leader Has Potential to Continue to Drive AI Transition
Retail behemoth Walmart (NASDAQ: WMT) has experienced a different market reaction to its leadership change. John Furner succeeded Doug McMillon, and shares have remained solidly up year-to-date amid the handoff. Investors appear to view this transition as orderly and reassuring rather than disruptive.
That is not to minimize McMillon's impact—he led Walmart's major pivot into e-commerce, helping the company become a successful hybrid of physical and digital retail.
In the process, Walmart became the first retail company to reach a $1 trillion market value.
Furner's background is likely reassuring: he started more than 30 years ago as a part-time employee and rose through the ranks, including a long and successful tenure leading Sam's Club.
Investors should watch how Furner steers Walmart's AI strategy. So far, the company has scaled agentic commerce tools that boosted average order value for AI users by about 35% and increased fast-delivery usage by roughly 60%. Automation is improving efficiency, which management says should support 6–8% operating income growth and 3.5–4.5% sales growth for the current fiscal year, according to the latest earnings report.
Disney's Smoother CEO Transition Could Transform Parks Business
One of the most closely watched CEO transitions is underway at The Walt Disney Co. (NYSE: DIS), where Bob Iger is stepping down after his second run as CEO. Investors remain cautious because of the turbulent period under Bob Chapek, who succeeded Iger in 2020 for two years that many consider among the company's most challenging in recent memory.
Josh D'Amaro, a nearly 30-year Disney veteran, has led the company's parks business for years. As head of Experiences, he oversaw surging revenue despite the volatility caused by COVID-19 closures. D'Amaro also has a reputation for being deeply involved in guest experience, a contrast some investors see with previous leadership.
With Disney committed to roughly $60 billion in parks investments in coming years—and with Experiences now exceeding $10 billion in quarterly revenue—D'Amaro could be well positioned to transform this foundational part of the business once again.
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