Thanks to a new law Trump just signed…
Every day until April 2027 the entire GDP of Switzerland will migrate onto Trump's New Money Grid, that's $909 billion. Every single day.
That's every bank account, every fund, every mortgage, every stock trade in America.
Translation: our entire financial system is migrating onto a new blockchain-based Money Grid.
And every dollar that moves burns one scarce asset.
That's why BlackRock, JPMorgan, Goldman Sachs and Fidelity are hoarding shares like it's Black Friday.
Get in on the trade BlackRock, JPMorgan, and Fidelity are already making.
The Nasdaq just got SEC approval to move stocks onto blockchain rails.
BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to it.
The World Economic Forum says 2026 is "a defining moment" for this new financial infrastructure.
Everyone who's actually building this thing is saying the same thing…
This is not a drill. This is the biggest overhaul of America's money system since we stopped using gold coins.
And at the center of it all?
A scarce asset that gets burned every single time a transaction happens.
Block Chain expert Andy Howard is calling it "Digital Oil."
And right now, before this goes mainstream, you can still get in at prices the institutions would love to lock in forever.
Get the name. The ticker. And exactly how to buy here.
Your future looks bright,
Andy Howard
The Edge™ Senior Blockchain Analyst
PS I'm predicting this could potentially be one of, if not THEE most explosive wealth opportunities I've come across. That's why you can't drag your feet here, because once retail investors catch wind of this, it will be too late…
Click here before it's too late to get in on the trade.
Which Storage Stock Is Best Positioned to Win the AI Memory War?
Written by Nathan Reiff. Date Posted: 7/16/2026.
Key Points
- Seagate, Western Digital, and Sandisk have each posted strong revenue growth and rising margins amid memory industry volatility and surging AI demand.
- Shares of all three companies have rallied dramatically year to date, with analysts maintaining mostly Buy ratings and additional upside targets despite recent price swings.
- Rising competition, including China's ChangXin Memory Technologies' pending IPO, could reshape the memory storage landscape even as demand for HDDs and SSDs remains robust.
- Special Report: SpaceX is offering you shares. Don't take them.
Continued supply shortages, sharp price increases, surging AI demand, and persistent competition in international markets have all contributed to volatility in the computer memory industry. With the impending IPO of China's ChangXin Memory Technologies, the landscape is likely to become even more competitive and uncertain in the near term. Still, many tech firms are scrambling to secure supply despite the intensifying marketplace and new competition.
The result is an environment that could benefit many participants in the memory storage space, although for different reasons. Makers of hard disk drives (HDDs) face different challenges and opportunities than companies behind NAND flash tools or enterprise solid-state drives (SSDs), for instance. This means that companies including Seagate Technology (NASDAQ: STX), Western Digital Corp. (NASDAQ: WDC), and Sandisk Corp. (NASDAQ: SNDK) can all find a niche and, potentially, room for further share price appreciation.
Seagate's HDD Business Soars, But What Upside Remains?
Elon’s big $266,000 per second purchase (Ad)
Elon Musk bought Super Bowl ad time at $266,000 per second - something he has never done before. 125 million Americans watched, but Whitney Tilson, former manager of a $200 million hedge fund, says most investors missed what it actually means.
With 1 in 3 Super Bowl viewers using buy-now-pay-later services and 40% of Americans carrying more credit card debt than savings, Tilson believes Elon's message reveals a major economic current - and a clear signal for where smart money should be positioned.
Watch Tilson's free presentation to see what he thinks you should do nowSeagate is a major manufacturer of HDDs, which are increasingly popular among hyperscalers because they remain cheaper than some other types of memory products. The company is also an emerging leader in heat-assisted magnetic recording (HAMR), an advanced technology that may be poised for a surge in demand in the coming years.
This positioning has benefited Seagate's financial performance considerably: in the latest quarter, the company grew revenue by 44% year over year (YOY) to $3.1 billion while achieving a non-GAAP gross margin of 47%. Both top- and bottom-line performance came in well ahead of analyst expectations, as the firm beat predictions for earnings per share (EPS) by a solid 59 cents. HAMR momentum in particular helped drive some of these gains.
Strong guidance for the foreseeable future and a long-term revenue growth target of at least 20% per year suggest that Seagate may be able to continue riding this momentum, which has already contributed to shares coming close to tripling year to date (YTD). Even so, analysts expect additional upside, with a consensus price target close to $899, and 22 of 27 ratings for STX are Buys.
What investors may want to watch with this stock is its potential for future growth, given its dramatic rally in recent months, as well as its heavy reliance on HDDs and related technologies.
Western Digital's Cleaner Post-Spin-Off Business Finds Its Legs
Western Digital has had almost a year and a half since officially spinning off Sandisk as a separate company focused on flash memory and SSDs. The result is a company streamlined to focus on enterprise HDDs, with strong pricing and improving profitability metrics. While the firm is likely behind Seagate in its ability to commercialize HAMR products and has a smaller share of the enterprise HDD space, its long-term agreements provide strong support for years to come.
In the most recent quarter, Western Digital boosted revenue by 45% YOY to $3.3 billion while almost doubling EPS over the same period. Its gross margin of 50.5% is also notable, as the firm was able to cut more than $3 billion in debt and generated close to $1 billion in free cash flow. At the same time, Western Digital has been aggressive about returning value to shareholders, repurchasing $752 million in stock last quarter and boosting its dividend in the process.
Like STX, WDC shares have almost tripled YTD, and analysts suspect that this momentum may have stalled somewhat. Still, 20 out of 24 call WDC a Buy heading into the second half of the year.
Sandisk Stock Remains in Focus After Its Spin-Off
Investors considering Western Digital will also want to look at how Sandisk has fared after the spin-off. SNDK shares are up some 458% YTD, a massive rally to be sure, but have fallen by more than 27% in the last month. This volatility makes SNDK stand out somewhat in the memory space, but it could also present opportunities for investors willing to accept the risk.
On the business side, Sandisk has performed exceptionally well: the latest quarter brought several multi-year new business agreements worth tens of billions of dollars, 251% YOY revenue improvement to nearly $6 billion, adjusted free cash flow of almost $3 billion, and gross margin of 78.4%. Management sees a strong quarter ahead as well, including revenue between $7.75 billion and $8.25 billion and gross margin as high as 81%. The company is also pursuing a massive share buyback program.
It shows just how well Sandisk has done that even after the massive rally, Wall Street still sees 17% possible upside. In terms of ratings, 21 Buys and five Holds suggest a very bullish outlook among analysts, making SNDK a standout even within a strong industry.
The Bond Market Just Sent Amazon a Message Investors Shouldn’t Ignore
Written by Sam Quirke. Date Posted: 7/14/2026.
Key Points
- Amazon's $25 billion bond raise was oversubscribed at only about 1.6 times the deal size, far below the roughly four-times average for U.S. investment-grade corporate debt this year.
- The weaker demand and wider new-issue concessions Amazon had to offer, combined with SpaceX's similarly struggling $25 billion bond deal, suggest bond investors are growing wary of massive AI-related debt issuance.
- Despite the bond market's caution, Amazon shares have held up near $250 and analysts remain bullish with price targets above $300, though rising borrowing costs could pressure its roughly $200 billion AI spending plan.
- Special Report: SpaceX is offering you shares. Don't take them.
Something interesting is happening at the intersection of Amazon.com Inc.'s (NASDAQ: AMZN) growth story and the broader AI investment boom, and equity investors would be wise to pay attention.
Shares of Amazon are trading just below $250, up about 8% from the end of June but still well below the May high of nearly $280. The stock has been caught in a tug-of-war between long-term believers and short-term skeptics, and the latter camp just received fresh evidence.
Elon’s big $266,000 per second purchase (Ad)
Elon Musk bought Super Bowl ad time at $266,000 per second - something he has never done before. 125 million Americans watched, but Whitney Tilson, former manager of a $200 million hedge fund, says most investors missed what it actually means.
With 1 in 3 Super Bowl viewers using buy-now-pay-later services and 40% of Americans carrying more credit card debt than savings, Tilson believes Elon's message reveals a major economic current - and a clear signal for where smart money should be positioned.
Watch Tilson's free presentation to see what he thinks you should do nowThe trigger was Amazon's $25 billion bond raise last week, which drew much weaker demand than the enormous rounds of AI-related debt issuance that came before it. The stock has held up relatively well, suggesting equity investors are still buying into the long-term thesis.
However, the muted reception in the bond market is the kind of subtle signal that's worth taking seriously.
What Actually Happened With the Bond Raise
Amazon's $25 billion bond raise saw demand peak at around $62 billion before settling at about $41 billion, leaving a final oversubscription ratio of roughly 1.6 times the deal size.
On the face of it, that looks decent. But context matters, and the average investment-grade corporate deal in the U.S. this year has seen orders come in at about four times the size of the deal itself.
In other words, Amazon's bond raise was subscribed at less than half the average level of interest the broader U.S. corporate market has been enjoying. The company also had to offer wider new-issue concessions to price the deal, another way of saying it had to sweeten the terms to get investors comfortable.
For a company as large, profitable, and strategically important as Amazon, that's a notable data point.
The Cost of the AI Buildout Is Starting to Climb
Hyperscalers have been issuing debt at an unprecedented rate to fund the AI buildout, with last year alone seeing more than $120 billion of bonds issued by AI-focused giants. That was more than four times the average of the previous five years.
Bond markets have been absorbing that supply relatively enthusiastically until recently, but Amazon's deal is the clearest sign yet that that enthusiasm may be fading.
SpaceX (NASDAQ: SPCX) also raised $25 billion of investment-grade bonds last month, and its debt weakened significantly in secondary markets almost immediately. Taken together, the picture is starting to look like a bond market that is beginning to demand a higher return for what it perceives as growing risk.
For a company like Amazon, which is projected to spend close to $200 billion this year, most of it on AI infrastructure, that shift in tone matters. Amazon will likely continue to need to raise capital to fund its aggressive spending plans, and if the bond market becomes increasingly expensive to tap, the cost of that spending will start to climb.
The Difference Between Spending Cash and Spending Debt
The bigger picture is that AI-related debt issuance globally has now reached roughly $335 billion this year alone, more than double the total for 2025. That's an extraordinary amount of borrowed money being funneled into a single sector, and the assumption underlying it all is that the returns will eventually justify the borrowing.
Amazon CEO Andy Jassy has been consistent in describing AI as a "once-in-a-lifetime opportunity" that requires aggressive investment, and Amazon's track record of turning long-term bets into dominant businesses is second to none. But the question the bond market is starting to ask, and one equity investors should be paying attention to, is whether the industry as a whole is overcommitting at the wrong pace.
There's a real distinction between investing your own money and investing money that must be repaid. When a downturn eventually arrives, however far away it might be, companies that have funded their growth predominantly with debt tend to feel the pinch faster than those that have relied on cash.
Where That Leaves the Stock
The long-term case for Amazon remains as strong as ever, with AWS accelerating, corporate spending plans increasing, and the broader AI buildout still in its early innings.
The analyst community remains firmly bullish, with fresh price targets consistently set comfortably above $300.
But the bond market's muted reception last week is a caution flag worth watching. Bond investors have a long track record of sniffing out problems before equity investors catch on.
For now, the bearish sentiment still lacks real conviction, but it's beginning to whisper.
This message is a sponsored message sent on behalf of Awesomely, a third-party advertiser of MarketBeat. Why did I receive this message?.
If you no longer wish to receive these emails, unsubscribe here.
If you have questions about your subscription, feel free to email our South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Pl., Suite 620, Sioux Falls, South Dakota 57103-7078. United States..
