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Dear Reader,
A number of strange events have begun to play out in the world...
With almost ZERO explanation.
Here's what we're seeing:
- The U.S. Bureau of Economic Analysis is preparing a change to how inflation is measured — a shift that will effectively erase the apparent acceleration in core inflation this year…
- The U.S. dollar has sunk to near its lowest level in four years…
- The world's largest investors are moving their money at the fastest pace in a generation…
- And in London, staff at the Bank of England are being forced to work OVERNIGHT to enable the world's richest people to move their money, according to Bloomberg.
Together, all of this is likely setting up what one financial expert believes will result in a parabolic move in ONE asset.
Dr. David Eifrig is the CEO of one of the largest publicly traded independent research firms in America, with 400,000 people relying on his firm's market predictions.
And he just issued a brand-new warning for what he believes will happen to one of the most currently ignored investments in 2026.
According to Dr. Eifrig: "The evidence is everywhere. And yet most folks aren't paying attention."
"Mark my words," he warns, "This is the calm before the storm."
And yet, even the most prepared Americans could be blindsided by what's about to happen.
Which is why we're posting Dr. Eifrig's full, latest, warning to the public on our website today...
Click here to access it for yourself (100% free for a limited time).
All the best,
Corey McLaughlin
Editor, Stansberry Digest
Why SK hynix Could Be the Best AI Chip Stock to Buy Now
By Thomas Hughes. Posted: 7/29/2026.
Key Points
- Analysts remain bullish on SK hynix despite a Q2 revenue miss, citing strong margin growth and over 100% upside potential across coverage.
- SK Hynix is expanding capacity through a major NVIDIA deal and doubling wafer output, driven by surging AI-related HBM and DRAM demand.
- Risks include execution and competition from Micron, but analysts argue the AI-driven memory upswing is structural and still in its early stages.
- Special Report: The company SpaceX cannot operate without
Given SK hynix’s (NASDAQ: SKHY) dominant position in digital memory—and high-bandwidth memory (HBM) in particular—it is a good stock to own, perhaps one of the best for 2026 and the next several years.
The biggest risk for U.S. investors is the hype surrounding recently listed American Depositary Receipts (ADRs), which has placed a premium on the shares and impaired the risk-reward profile. As July comes to an end, however, that premium is eroding, opening the buying opportunity that smart money has been waiting for.
Analysts Stay Bullish on SK hynix Despite the Q2 Miss
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Click here to learn this company's name for free todayAnalyst sentiment remains firm, pointing to significant upside for both the South Korean shares and the ADRs. Sentiment was unimpaired by the weakness in Q2 earnings, which reflected timing and product-mix issues, including the launch of next-generation HBM products scheduled to ramp in the second half of the year.
MarketBeat’s coverage of SKHY is slim, with only three analysts tracked, but the picture is more robust when combined with coverage of the South Korean market. Together, the 40 current reports reflect a Moderate Buy/Strong Buy consensus and more than 100% upside potential. The consensus among U.S.-listed coverage suggests 150% upside, a target echoed in coverage of competitor Micron (NASDAQ: MU).
SK hynix Misses a High Bar With a Robust Quarter
SK hynix missed consensus revenue estimates, but the bar was set high. All analysts had raised their targets since the last report, while whispers suggested that growth could reach as much as 300%.
The critical details from the release include a 257% year-over-year increase, sequential acceleration, and the margin strength that followed. Top-line results were underpinned by AI, with DRAM and HBM pricing gains compounding volume growth. Other end markets, including PCs and smartphones, were less robust but remain supply-constrained, with conditions expected to improve over time.
SK hynix, aided by capital raised through its U.S. listing, aims to double chip wafer capacity within the next five years. A deal with NVIDIA (NASDAQ: NVDA) is also in play, with the goal of scaling capacity across multiple production clusters to support AI infrastructure needs. Valued at more than $500 billion, the deal also secured years of future memory supply, cementing SK hynix’s growth trajectory and pricing power.
Q2 margin news was stellar. Surging demand, pricing power, and capacity utilization drove margin gains down the stack. The critical details were a 557% increase in operating profit and guidance pointing to increasing and broadening demand linked to high-performance computing and inference needs. The company also mentioned 10 new long-term agreements with hyperscale clients, confirming a structural shift in the memory market. Memory is no longer a niche market constrained by quarterly pricing fluctuations; it is now a critical piece of digital infrastructure, commanding multiyear contracts and greater price stability.
SK hynix’s Biggest Risks? Execution and Competition
SK hynix’s biggest risks are execution and competition. Supply constraints, capacity expansion, and the risk of oversupply could limit growth prospects and set the market up for a massive correction. At the same time, competitors such as Micron are working hard to capture market share while expanding capacity to meet demand, threatening SK hynix’s future growth and increasing the risk of market oversupply. The caveat is that AI spending plans have yet to be curtailed, leaving the fundamental story intact. Signs suggest the AI memory upswing is only just beginning.
This year’s catalysts include product launches. HBM4 began shipping in Q2, but the product ramp is slated for the second half of the year, which should unlock additional GPU supply-chain capacity. HBM4 is critical to Vera Rubin production, which, in turn, is critical to AI data center buildout. Oracle’s (NYSE: ORCL) contracts, for example, are heavily back-loaded and dependent on capacity and computing power that have yet to be fully unleashed. Other launches include industry-specific solutions for mobility and personal computing, which are forecast to drive growth.
AI Memory Demand Is Structural, Not Cyclical
What the market gets wrong about SK hynix and other memory leaders is that AI is not a typical cyclical blip in the memory-chip demand cycle. It is a structural shift that is gaining momentum. While the push for training infrastructure may slow, it is giving way to inference, which requires exponentially more memory. Each query requires a new memory dump, and the number of queries is growing daily as models become more complex. The takeaway is that the memory cycle is not ending, as some fear. Instead, it is in its earliest phases and could accelerate over the next several quarters.
Dividends, Buybacks, and a Cash Flow Story
Investors can also benefit from SK hynix’s cash flow. The company is committed to returning capital, paying a baseline dividend with contingencies to increase payments as income improves. The Q2 release reaffirmed that commitment and raised the stakes by indicating an intention to accelerate returns, potentially through share buybacks. ADR holders are entitled to a proportional share of distributions, which are expected to be paid each quarter.
3 Healthcare Stocks With Fresh Dividend Hikes and Different Income Profiles
By Leo Miller. Posted: 8/3/2026.
Key Points
- Healthcare remains a useful sector for income investors because demand tends to hold up across economic cycles.
- Recent dividend increases show that select healthcare companies are still confident enough in their cash flow to raise payouts.
- McKesson, Encompass Health and Omega Healthcare give investors three different ways to approach healthcare income.
- Special Report: The company SpaceX cannot operate without
The healthcare sector recently saw a wave of dividend increases. These latest income boosts include $100 billion industry leaders and a large-cap healthcare real estate investment trust (REIT), all of which have delivered impressive returns in recent years.
Notably, two of these names have extremely strong dividend sustainability, while the high-yield stock has solid sustainability when evaluated using industry-specific metrics.
Healthcare Behemoth McKesson Continues Impressive Dividend Growth
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Click here to learn this company's name for free todayFirst up is a true healthcare giant, McKesson (NYSE: MCK). The company is one of the world’s largest pharmaceutical distributors, helping move branded and generic drugs from producers to pharmacies and hospitals. With a market capitalization of more than $100 billion, McKesson ranks among the 20 most valuable healthcare stocks in the United States.
McKesson delivered a very strong performance in 2025, generating a total return of 44.5%, and is up nearly 10% in 2026. This performance came as McKesson posted adjusted earnings per share (EPS) growth of 18% year over year in fiscal 2026. (Note that the company’s fiscal reporting period is two quarters ahead of the calendar period.) The firm expects another year of solid growth in fiscal 2027, with growth projected between 12% and 14%. GLP-1 drugs have been an important growth driver, with related revenue rising 27% in fiscal 2026 to $53 billion.
McKesson recently announced a significant 14.6% increase to its dividend, bringing its quarterly payment to 94 cents per share. The company expects to pay its next dividend on Oct. 1 to shareholders of record as of the Sept. 1 close. Overall, McKesson’s forward dividend yield remains relatively low at around 0.4%. However, the company has grown its dividend rapidly, at a five-year annual rate of 13.68%, and its payout ratio is a rock-solid 8.5%.
Encompass Boosts Dividend by More Than 10%
Encompass Health (NYSE: EHC) is a smaller healthcare company, but it remains a sizable player with a market capitalization of nearly $11 billion. Encompass shares have delivered a return of nearly 8% in 2026 and have rebounded strongly in the third quarter, gaining more than 10%. The company primarily operates inpatient rehabilitation facilities that serve patients recovering from serious injuries and illnesses. Notably, Encompass has grown its revenue by more than 10% for three consecutive years and recently raised its full-year 2026 revenue and adjusted EPS guidance.
Encompass also announced a substantial increase to its quarterly dividend, moving the payment up by 10.5% to 21 cents per share. This gives Encompass a forward dividend yield of approximately 0.74%. The payment date for Encompass’s next dividend is Oct. 15, with shareholders of record as of Oct. 1 eligible to receive it.
Notably, Encompass cut its dividend significantly in 2022 to 15 cents following the spin-off of its home health and hospice business. Since then, however, its dividend has increased by 40%. Meanwhile, the company’s payout ratio is very low at just 12.69%, making the dividend sustainable and leaving significant room for further increases.
Omega Healthcare: Big Returns With a Yield Above 5%
Last up is Omega Healthcare Investors, which has a market capitalization of nearly $15 billion. That makes Omega one of the five most valuable healthcare REITs in the United States. The company primarily invests in skilled nursing and assisted living facilities. Generally speaking, investments in this space have performed well over the past several years. Omega generated total returns of 33.5% in 2024 and 25.5% in 2025, and it has returned nearly 20% in 2026. The major tailwind driving this industry is the aging U.S. population, which is increasing demand for the facilities in which Omega and other companies invest.
Omega recently announced a slight 1.5% dividend increase, bringing its quarterly payout to 68 cents. However, the stock offers a very high dividend yield, which now stands at 5.3% on a forward basis. One concern is that the company’s current payout ratio is 129.47%, meaning its dividend payments significantly exceed its earnings. However, funds available for distribution (FAD) are a better metric than EPS for assessing REIT dividend sustainability because of the sector’s unique accounting considerations.
In its latest quarter, Omega reported FAD of 78 cents per share. This equates to a FAD-based payout ratio of just 87.1%. Because REITs generally pay out significantly more of their cash flow than companies in other industries, this payout ratio is within a reasonable range.
The Bigger Dividend Story Is Sustainability
McKesson’s GLP-1 growth trajectory remains worth watching because it has been a meaningful driver of the company’s recent results. For income investors, however, the broader takeaway is that McKesson, Encompass Health and Omega Healthcare each offer a different type of dividend appeal.
McKesson offers rapid dividend growth from a low payout base, Encompass Health has a smaller but well-covered dividend supported by operating momentum, and Omega Healthcare provides the highest yield, provided investors evaluate it using REIT cash-flow metrics rather than GAAP earnings alone. Together, these companies show that select healthcare dividend stocks still have the cash-flow support to continue rewarding shareholders.
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