Dear Fellow Investor,
Gold didn't "dip" from $5,423 to $5,000.
It was forced down.
After the Iran strikes, something inside the gold market broke.
This pullback isn't weakness — it's a setup.
While retail investors hesitate…
...the smart money is quietly loading up.
Not on gold.
On a little-known "Shadow Miner" positioned for what happens next.
Because on March 31st, a 90-year-old law could expose what's really inside the vaults.
And when that happens…
..this "Iran discount" disappears overnight.
[See the ticker before the reset >>>]
"The Buck Stops Here,"
Dylan Jovine, CEO & Founder
Behind the Markets
NVIDIA Invests $2B in Nebius: Time to Add NBIS to Your Portfolio?
By Ryan Hasson. Date Posted: 3/12/2026.
Key Points
- NVIDIA's $2 billion investment in Nebius Group N.V. triggered a 16% surge on March 11 and a technical breakout from a lengthy consolidation.
- Analysts and institutions are overwhelmingly bullish, with 9 of 11 analysts rating NBIS a Buy and a consensus price target implying nearly 30% upside.
- Nebius delivered 127% quarter-over-quarter ARR growth and reiterated its ambitious 2026 targets, with demand continuing to outpace available supply.
- Special Report: Have $500? Invest in Elon's AI Masterplan
Shares of Artificial Intelligence infrastructure company Nebius Group N.V. (NASDAQ: NBIS) jumped more than 16% on March 11 after NVIDIA (NASDAQ: NVDA) announced a $2 billion investment in the company. The announcement not only sent the stock sharply higher but also triggered a breakout from a lengthy consolidation on higher timeframes. That price action suggests the investment could be the catalyst for the next leg up. With analyst and institutional sentiment broadly bullish and one of the world's most powerful technology companies backing it, should investors be adding NBIS to their portfolios?
NVIDIA Invests $2 Billion in Nebius
On Wednesday morning, NVIDIA announced a $2 billion investment in Nebius as part of a strategic partnership to expand AI-focused infrastructure. The goal is to accelerate Nebius's development of hyperscale AI cloud services using NVIDIA's latest computing platforms.
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After meeting Elon Musk face-to-face at a private gathering of Wall Street elites and months of my own research, I'm now staking my reputation on one date: March 26, 2026. That's when I believe Elon will announce the SpaceX IPO—what Bloomberg is calling the biggest listing of all time. I have found an access code that lets you grab a pre-IPO stake before it happens, but in 72 hours, your window could close.
Click here to see how to claim your SpaceX access codeAs Jensen Huang put it, the two companies are "scaling the cloud to meet the surging global demand for intelligence."
Under the agreement, Nebius plans to deploy more than 5 gigawatts of NVIDIA systems by the end of 2030, integrating Rubin GPUs, Vera CPUs, and BlueField storage systems. The partnership also covers broader AI infrastructure buildout, including factory design, deployment, fleet-management optimization, and inference capabilities.
Despite the post-announcement surge, NBIS remains more than 20% below its October record highs. Still, the market's reaction to the NVIDIA investment has already reshaped near-term sentiment around the stock and could provide the momentum investors have been waiting for.
Analysts and Institutions Are Overwhelmingly Bullish
Having NVIDIA as a partner is a powerful endorsement, but the broader investment community was already largely on board. Analysts currently assign a consensus Moderate Buy rating to NBIS, with 9 of 11 covering analysts rating the stock a Buy. The consensus price target is $143.22, implying more than 30% upside from current levels.
Institutional activity tells a similar story. Over the past 12 months, 561 institutional buyers were recorded, driving $5.74 billion in inflows, compared with 165 sellers who accounted for $2.24 billion in outflows. Institutional ownership currently stands at 22% and has been climbing steadily, reflecting growing confidence in Nebius's long-term positioning.
Demand Is Accelerating, and the Chart Reflects It
In its most recent earnings report, Nebius said active power reached 170MW, well ahead of the previously guided 100MW. Year-end annual recurring revenue (ARR) rose to $1.25 billion, up 127% quarter over quarter. Management also reiterated its ambitious 2026 ARR target of $7 billion to $9 billion, signaling strong demand visibility. The market has shared that confidence: NBIS has gained more than 340% over the past year.
Revenue guidance for 2026 was set at $3 billion to $3.4 billion, which management described as deliberately conservative. The company reiterated its year-end connected power target of 800MW to 1GW and raised its contracted power guidance from over 2.5GW to more than 3GW. Perhaps most telling: enterprise and AI-native customers continue to outstrip available supply, with Nebius selling future capacity well in advance of deployment.
The NVIDIA partnership only strengthens that dynamic, deepening Nebius's access to next-generation hardware and further validating its role in the hyperscale AI infrastructure race. On the chart, NBIS has cleared short-term resistance and broken out of its extended consolidation. If the stock can hold above the $100–$110 range, it could mark the start of a fresh uptrend and a compelling entry point for investors who have been waiting on the sidelines.
3 Stocks That Could Be Next to Announce a Stock Split
Submitted by Chris Markoch. Article Posted: 3/15/2026.
Key Points
- Stock splits often follow strong periods of growth and rising share prices.
- KLA, Eli Lilly, and McKesson all trade near or above $900 per share, putting them on investors’ split watch lists.
- Strong fundamentals and bullish analyst outlooks could keep these stocks climbing in 2026.
- Special Report: Have $500? Invest in Elon's AI Masterplan
Stock splits are actions taken by corporations to make their shares nominally more affordable for a broader set of retail investors. They typically follow a period of significant growth and/or innovation.
Why do stock splits capture investors' imaginations? The company's intrinsic value doesn't change, but investor psychology often drives short-term performance. Many retail investors find it hard to buy a stock trading at $500 or $1,000 a share.
3-day warning (Ad)
I've worked for the CIA, personally met four US presidents, and spent 45 years studying the markets—calling Black Monday six weeks before it happened, predicting the fall of the Berlin Wall, and pinpointing the exact bottom in 2009. But what I'm about to share with you is the boldest prediction of my career.
After meeting Elon Musk face-to-face at a private gathering of Wall Street elites and months of my own research, I'm now staking my reputation on one date: March 26, 2026. That's when I believe Elon will announce the SpaceX IPO—what Bloomberg is calling the biggest listing of all time. I have found an access code that lets you grab a pre-IPO stake before it happens, but in 72 hours, your window could close.
Click here to see how to claim your SpaceX access codeSmaller investors may find lower-priced shares more accessible because they can buy more shares with the same amount of capital. Still, you often get what you pay for: stocks with strong share-price gains usually have solid fundamental stories behind them.
For example, Costco Wholesale Corp. (NASDAQ: COST) has been on many analysts' lists of candidates that could split their stock for years. As of this writing, COST trades just above $1,000 per share. That's expensive, but the stock has delivered more than 200% share-price growth over the last five years. Investors who shied away at $500 would have missed that gain, which does not include the company's dividend.
By contrast, Walmart Inc. (NYSE: WMT) announced a stock split in January 2024. The stock hasn't missed a beat, climbing more than 45% in the last 12 months and over 175% in the last five years, excluding dividends.
The takeaway is that quality matters. Owning companies with strong growth can make a stock split an extra benefit, not a gimmick. Here are three companies that could split their stock in 2026.
Semiconductor Leader KLA Approaches $1,400 Per Share
KLA (NASDAQ: KLAC) designs and manufactures equipment, software and services used by chipmakers for process control and yield management. It's no surprise KLAC has jumped more than 375% in the last five years and rose over 100% in 2025.
Despite trading above $1,400 per share, KLAC is still roughly 13% below its consensus price target of about $1,600. After a strong run as part of the artificial-intelligence trade, a stock split could be on the table.
Investors may have to wait, though. KLA hosted an Investor Day on March 12 and reports Q3 fiscal 2026 earnings on April 29. At Investor Day, management announced several shareholder-friendly measures, including a $7 billion repurchase program and a 21% increase to its dividend—the 17th consecutive year of a payout increase. Given those actions, the board may choose to wait before announcing a split, but with the stock above $1,400, speculation will continue.
Eli Lilly's GLP-1 Leadership Keeps the Growth Story Strong
Eli Lilly & Co. (NYSE: LLY) isn't a technology company, but its stock has behaved like one: up more than 350% over the last five years. Like many growth names, it has cooled off recently—it was up about 18% in 2025 and is down roughly 9% through March 12 of this year.
LLY trades just under $1,000 as of this writing, and analysts' consensus price target implies roughly 25% upside. That outlook is supported by expected earnings growth of around 35% over the next 12 months.
What's driving the split discussion is Lilly's dominant position in the GLP-1 market for weight loss. The company could widen that lead further if the U.S. Food & Drug Administration approves its oral GLP-1 candidate in 2026.
That potential approval may lead management to wait before splitting the stock. Shareholders also recently received a 15.3% dividend increase announced in December 2025, which is another reason the company might delay a split.
McKesson's Quiet Rally Pushes the Stock Near $1,000
McKesson Corp. (NYSE: MCK) is a leading distributor of medicines and medical supplies to hospitals, pharmacies and physician offices. It plays a central role in ensuring medicines reach patients and providers efficiently.
MCK has gained more than 400% over the past five years and 47% in the last 12 months, including a roughly 15% rise so far in 2026 through March 12.
In its most recent earnings report, management raised FY2026 guidance, forecasting 12%–16% revenue growth and 17%–19% growth in adjusted EPS—well above analysts' projected 11% EPS growth.
The stock trades above $900 per share and is near the top of its 52-week range. Unlike the other names here, MCK is trading roughly in line with its consensus price target, but analyst sentiment remains bullish, with many targets exceeding $1,000. JPMorgan Chase & Co. has the highest target at $1,107.
Remember: a split doesn't change fundamentals, but it can broaden ownership and improve liquidity. For investors who favor quality growth and the potential for wider retail interest, KLA, Eli Lilly and McKesson are names to watch for a possible split in 2026.
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