World's Largest Investors Are Moving Their Money (Not Into AI)
While the media distracts you with stories about the next big AI IPO... The world's largest investors are moving their money into one asset – at the fastest pace in a generation. This asset has crushed the S&P; 500's return over the past 12 months… More than TRIPLED the S&P; 500's return in 2025… and has outperformed the S&P; 500 over the past 25 years by more than 1,100 percentage points. According to one Wall Street veteran, with over 40 years of professional investing experience… the biggest gains could be still ahead.
That's why he's urging you to make one money move now.
AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus
Reported by Jessica Mitacek. Date Posted: 7/3/2026.
Key Points
- AST SpaceMobile shares surged 21% on June 29 after Japan announced a roughly $912 million subsidy for a Rakuten-led satellite communications project.
- Rakuten and AST SpaceMobile plan a joint venture targeting regulatory approval for D2D operations in Japan, with initial commercial services expected in 2026.
- Despite the bullish catalyst, analysts maintain a consensus Reduce rating on ASTS.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
The roller-coaster ride continues for AST SpaceMobile (NASDAQ: ASTS) shareholders.
After space stocks were battered in the wake of the SpaceX (NASDAQ: SPCX) IPO in June, AST SpaceMobile rewarded patient investors with its best daily performance in two years.
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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 avoidShares of the Midland, Texas-based space-based direct-to-device (D2D) cellular broadband provider surged 21% on Monday, June 29, to close out the second quarter on a strong note. It was a welcome reprieve after a month in which the market punished ASTS despite the successful launch of its low Earth orbit (LEO) BlueBird satellites 8, 9, and 10.
The catalyst for this week’s big jump was Japan’s plan to grant up to 148 billion yen, or approximately $912 million, to a satellite communications project led by Rakuten (OTCMKTS: RKUNY). That put AST SpaceMobile’s Rakuten partnership back into the spotlight while raising hopes for a major D2D rollout in Japan.
Japan Announces Massive Space-Based Telecom Subsidy
Motivated by concerns that critical communications infrastructure has become too dependent on foreign satellite networks such as SpaceX’s Starlink, Japan is using the Japan Low Earth Orbit Satellite Communications Project (J-LEO) to support a more resilient domestic alternative.
The program is expected to focus on satellite connectivity for remote areas, disaster response, and emergency communications, giving the Rakuten-led effort strategic value beyond a standard commercial telecom rollout.
According to the Japan Times, Japan's Ministry of Internal Affairs and Communications secured funding for the J-LEO in 2025, but the tender process did not conclude until last month. The plan calls for massive investment in building out a homegrown D2D satellite network over the next three years.
Beyond the subsidy news, Rakuten announced plans for a joint venture with AST SpaceMobile that will secure full regulatory approval for D2D operations in Japan. Initial commercial services are expected to begin later in 2026, with a full rollout slated for 2027.
The move could become a boon for AST SpaceMobile. Having nearly $1 billion in sovereign-backed capital would give the company a clearer template for monetizing its technology through carrier- and government-backed international networks.
Launch Window Set for BlueBirds 11, 12, and 13
After the successful June launch of its latest three satellites, AST SpaceMobile says it intends to launch BlueBirds 11, 12, and 13 from Cape Canaveral, Florida, in the first half of August. That should go a long way toward keeping the company on track to meet its goal of putting 45 LEO satellites in orbit by the end of 2026.
“These next-generation satellites are expected to deliver nearly double the peak data speeds of AST SpaceMobile's initial Block 1 BlueBird satellites, which recently achieved peak download speeds of 98.9 Mbps directly to standard smartphones,” according to a recent company press release.
Beyond 2026, the company is scaling toward a constellation of 45 to 60 satellites, which it will require to provide initial continuous coverage in the United States and Japan. That number will need to increase to provide continuous global coverage, with approximately 90 BlueBirds required.
Ultimately, AST SpaceMobile could have as many as 248 satellites deployed to expand its network, increase its data capacity, and support a massive global clientele. However, the company has discussed a long-term plan that could involve up to 540 dual-use satellites over the next decade.
Despite Catalysts, Wall Street Remains Tepid
Despite the news and the subsequent bullish price action, the jury is still out on AST SpaceMobile.
In Q2, the stock saw a series of less-than-inspiring ratings. On May 29, William Blair reissued a Market Perform rating on ASTS, while Wall Street Zen lowered its rating from Sell to Strong Sell on April 15.
On May 12, B. Riley Financial increased its ASTS price target from $75 to $85; however, the firm assigned the stock a Neutral rating. Also on May 12, UBS Group lowered its price target from $85 to $80, while in a research note dated June 24, Weiss Ratings reiterated its Sell rating.
Based on the 10 analysts currently covering ASTS, the stock receives a consensus Reduce rating, with a 12-month price target implying around 4% upside from current levels. Meanwhile, current short interest stands at a worrisome 20.35% of the float, or nearly 62.5 million shares valued at $5.47 billion.
However, AST SpaceMobile has agreements with nearly 60 global mobile network providers, totaling more than 3 billion subscribers, and strategic partnerships in place with AT&T (NYSE: T), Verizon (NYSE: VZ), Vodafone (NASDAQ: VOD), Rakuten, Alphabet (NASDAQ: GOOGL), and real estate investment trust American Tower (NYSE: AMT), among others.
Long term, the company should continue to enjoy top-line growth that translates into strong earnings for patient investors.
Paychex Stock Looks Beaten Down, But Not Broken
Reported by Thomas Hughes. Date Posted: 6/25/2026.
Key Points
- Paychex posted fiscal Q2 revenue growth of more than 12.5% to over $1.60 billion, with adjusted EPS of $1.32 beating consensus estimates.
- Trading near long-term lows, PAYX offers a nearly 5% dividend yield supported by cash from operations that more than covers distributions and share buybacks.
- Institutions owning nearly 85% of shares have been accumulating stock, with a consensus analyst price target just above $105 suggesting limited further downside.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Paychex's (NASDAQ: PAYX) stock price declined following its fiscal Q4 earnings report as macroeconomic headwinds, hiring challenges, cautious guidance, and acquisition-related hurdles weighed on the price action.
However, those same macroeconomic headwinds and hiring woes have yet to show up in the jobs data, which is a leading indicator for Paychex's business. Labor market trends, including the nonfarm payrolls report and weekly jobless claims, suggest that labor conditions are not only improving compared to last year but also accelerating as the year progresses.
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 avoidIf this strength continues, Paychex's business quality is all but assured, suggesting its high-yielding dividend and share buybacks are safe and reliable for long-term buy-and-hold investors. Trading near long-term lows, PAYX stock offers a historically high yield of nearly 5%, compounded by share buybacks.
Share buybacks are aggressive, offsetting the cost of annual increases in distributions with quarterly reductions in the share count. Trailing 12-month activity reduced the share count by an average of 1.1% as of fiscal Q2, a pace that is expected to continue.
There is some risk to the dividend, as it represents a relatively high payout ratio of approximately 85% of earnings. However, the more important metric is cash from operations, which more than covers distributions and share buybacks, leaving room for reinvestment and balance sheet maintenance.
The balance sheet is healthy, though it reflects the impact of last year’s debt-financed Paycor acquisition. Positive cash flow should enable debt reduction over time, while the Paycor acquisition underpins the growth outlook.
Paychex Fiscal Q2: Stronger Than It Looks
Paychex had a solid fiscal Q2, with revenue growing by more than 12.5% to over $1.60 billion. The as-expected figure may look tepid at first glance, but with nearly 100% of analysts lowering targets after the prior report, the bar had been set low.
Paychex's results were better than the low end, where whisper targets had been set. Within this, the core Management Solutions segment led, up 14%, including an 8% acquisitional impact, while the PEO segment increased by 8%. Strength was underpinned by increased headcounts and more revenue per end-user employee.
Margin news was also good, despite the tepid comparison to consensus estimates. The company improved margins throughout its stack, driving a 17% increase in adjusted operating earnings. Critical details included earnings per share, which came in at $1.32, slightly above the consensus forecast and 75 basis points above expectations.
Guidance was another mixed bag, with revenue expected to align with consensus. However, at 5.5%, revenue growth is still solid and should be compounded by accelerated earnings growth. Adjusted earnings are forecast to grow by 8% and could come in above expectations.
Institutional Activity Underpins Paychex Stock Price Bottom
2026’s chart price action reflects the potential for a bottom, a view also supported by the institutional data. Price action aligns with a Head & Shoulders pattern, while institutions, which collectively own nearly 85% of the stock, have been accumulating shares and increasing activity. The likely outcome is that they continue to support this market at current levels, setting the stage for a broader reversal later this year.
Analysts are among the catalysts for this stock, with their trend contributing to the share price decline over the trailing 12 months, including significant reductions in price targets. The risk is that they continue to pressure the market lower, but that seems unlikely given the institutional activity. The more likely scenario is that analyst trends, which peg the stock as a consensus Hold, remain steady, limiting downside as the year progresses. As it stands, the consensus of 17 analysts is just over $105, enough to place this market above its critical resistance target.
The critical resistance target is just under $103. It aligns with the latest high, which serves as the baseline for this pattern. Assuming a new high is set and sustained, the next move could be higher, potentially reaching the $117 level in the near term. Long term, this stock should see a full price recovery. The low price discounts a healthy growth outlook, putting it at pennies on the dollar relative to its 2030 forecast.
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