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I don't get excited about most new investment trends, and I've been investing and advising people since the 1980s, so I've watched the "next big thing" come and go more times than I can count.
Which is exactly why this new source of retirement income stopped me cold.
Forbes recently described a new category of income investment as entering a "golden era."
And Bloomberg reported that the eye-popping yields on these investments are fueling a boom among everyday investors.
So naturally, I started digging — and what I found wasn't another speculative fad…
These new funds trade right on the NYSE and NASDAQ…
And three years ago, barely a dozen of these funds existed.
But today there are more than 100… holding over $140 billion.
That's serious money, moving fast.
Why the smart money is moving here before the crowd →
But what interests me most isn't the headlines.
It's what this could mean for your retirement.
Because these investments are built to do one thing:
Generate monthly income — without the $1.5 million Wall Street insists you need.
Some folks are targeting $5,000 a month with around 10X less instead.
I explain the whole thing in a short briefing.
⇒ Watch the briefing: the income approach Forbes calls a "golden era" →
Tim Plaehn
MarketBeat Week in Review – 08/03 - 08/07
Submitted by Chris Markoch. First Published: 8/8/2026.
Key Points
- Stocks posted another weekly gain led by technology shares, fueled partly by an unexpected July job loss that reduced expectations for Federal Reserve interest rate hikes.
- Upcoming July CPI and PPI inflation readings on Aug. 12 and Aug. 13 could reset rate expectations, while continued strong corporate earnings may offset any hotter-than-expected inflation data.
- MarketBeat contributors covered a wide range of earnings reactions this week, including standout moves from Palantir, Reddit, AbbVie, AMD, Boeing, Meta Platforms, and SpaceX among others.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Stocks posted another weekly gain, with technology stocks leading the way. An unexpected job loss in July added fuel to the rally, as some investors viewed it as a sign that the Federal Reserve was less likely to raise interest rates.
Those expectations could change next week when investors receive the latest inflation readings. The July readings for the Consumer Price Index (CPI) and Producer Price Index (PPI) will be released on Aug. 12 and Aug. 13, respectively. A hotter-than-expected reading in either index could reset investor expectations.
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.
Discover the gold income fund before the next payout dateCorporate earnings could provide a potential offset. Next week will bring another busy slate of earnings reports. So far, many companies have cleared a high bar. Earnings are the signal, and if companies continue to surprise to the upside, the market could continue to rally.
Articles by Thomas Hughes
AbbVie (NYSE: ABBV) reported earnings last week, and Thomas Hughes explained why the biopharmaceutical company has solved its biggest problem. With the patent-cliff threat fading, analysts are focused on the company’s diversified pipeline and setting aggressive price targets.
Advanced Micro Devices (NASDAQ: AMD) did what it does best. It delivered a beat-and-raise quarter while issuing conservative guidance. Hughes explained why the post-earnings reaction may be the price correction investors have been waiting for.
Sticking with the chip sector, Hughes highlighted onsemi's (NASDAQ: ON) moves to become a full-stack physical AI and robotics provider. However, that’s not the only reason Hughes believes ON could be headed to new all-time highs.
Articles by Sam Quirke
Sandisk Corporation (NASDAQ: SNDK) delivered an earnings report that blew away expectations on both the top and bottom lines. However, Sam Quirke explained that slightly weaker revenue guidance for the current quarter was enough to send SNDK lower. He also explained why both bulls and bears have a case for what comes next.
A solid earnings report wasn’t enough to break the month-long slide in McDonald’s (NYSE: MCD) stock. Quirke highlighted the report’s strengths and the legitimate areas of concern for investors considering MCD.
Boeing (NYSE: BA) received a key approval from the U.S. Federal Aviation Administration (FAA) this week. The approval unlocks the company’s backlog, and BA is trading higher on expectations of future revenue gains.
Articles by Chris Markoch
Drone stocks have pulled back sharply from their early 2026 highs on valuation concerns. But Chris Markoch explained why the sector has a $1.5 trillion tailwind in the Pentagon’s budget. That could be a strong catalyst for three drone stocks that may be ready for liftoff.
Palantir Technologies (NASDAQ: PLTR) delivered what its CEO called an “otherworldly” earnings report, and investors agreed. PLTR surged more than 30% after the report, and the stock continued to climb through the end of the week. Markoch explained why what many analysts viewed as a surprise really wasn’t.
In contrast to Palantir, Archer Daniels Midland (NYSE: ADM) delivered a strong earnings report that was met with skepticism. As Markoch explained, the company’s growth largely stems from a policy-driven tailwind that may not persist.
Articles by Ryan Hasson
Financial stocks have been big winners as money rotates out of the AI trade. This week, Ryan Hasson provided more context for investors and highlighted two of the big banks that could benefit from this rotation.
Before the tech recovery this week, investors were dealing with an AI-driven sell-off. However, Hasson directed investors to five AI stocks that have held their ground during the sell-off and could move higher after their respective earnings reports.
Rocket Lab (NASDAQ: RKLB) reports earnings on Aug. 10. This week, Hasson highlighted three contracts the company recently signed and explained why they are setting up a potentially strong move after earnings.
Articles by Leo Miller
In an earnings season filled with stellar reports, Meta Platforms (NASDAQ: META) stands out for its lackluster report. The issue wasn’t the headline numbers but the company’s lack of clarity on when or how it would see a return on its high AI spending. Read Leo Miller’s article to see why analysts want to see more than ad revenue growth.
Many investors are turning to dividend stocks to manage market volatility. Miller pointed out three companies that recently announced double-digit increases in their dividend payouts and have outperformed the S&P 500 through the first half of this year.
Miller also focused on the healthcare sector and highlighted three healthcare stocks with different profiles for income investors that have increased their dividend payouts.
Articles by Nathan Reiff
It may not be a true sector rotation, but investors have been looking for momentum stocks to carry them through the summer. This week, Nathan Reiff highlighted three stocks outside of the AI trade that are taking different paths in the summer rally.
Higher yields on the 10-year Treasury note are stoking interest in fixed-income investments. Reiff offered investors three fixed-income ETFs that are attractive for more than their yields.
Oil and gas stocks have been volatile but remain persistently high. Instead of investing in individual stocks, Reiff pointed out four energy-focused ETFs that offer different approaches for investors with varying risk tolerances.
Articles by Dan Schmidt
Reddit Inc. (NYSE: RDDT) delivered a stellar earnings report, but the stock dropped 20%. Dan Schmidt described the issue that’s weighing on many stocks that rely on engagement. How should a stock be priced when user metrics are falling?
Schmidt also highlighted two stocks that rallied after solid earnings. However, in both cases, Schmidt noted that a closer reading of the reports may give investors reason to take a step back.
Articles by Jeffrey Neal Johnson
SpaceX (NASDAQ: SPCX) delivered one of the most highly anticipated earnings reports this week. Jeffrey Neal Johnson previewed what to expect, but even after earnings, the article remains a solid primer for understanding the bull and bear cases.
First Internet Bancorp (NASDAQ: INBK) is not the first name that comes to mind for options traders seeking an aggressive play. But that’s been the case with INBK, which is seeing a surge in call-option volume. Johnson broke down why institutions are re-rating the stock.
SpaceX was supposed to be the tide that lifted all boats in the space sector. Instead, as Johnson wrote this week, it’s become an anchor weighing the sector down. However, as Johnson explained, having space stocks exit the euphoria phase creates an opportunity to identify the real winners and losers.
Articles by Peter Frank
Boot Barn (NYSE: BOOT) has gone mainstream. But this week, Peter Frank addressed the question investors must consider: Can the company’s growth outrun what’s become a lofty premium?
Ulta Beauty (NASDAQ: ULTA) beat expectations in its latest earnings report. However, Frank pointed out that the company’s most recent guidance raised margin concerns, showing why near-term upside may be limited.
McKesson's Compounding Keeps Adding Up
Reported by Peter Frank. Article Posted: 7/31/2026.
Key Points
- McKesson closed fiscal 2026 with $403.4 billion in revenue, up 12%, and adjusted EPS of $39.11, an 18% increase that topped its own targets.
- The company issued fiscal 2027 adjusted EPS guidance of $43.80 to $44.60, projecting 12% to 14% growth, while expanding its share-repurchase authorization to $7.7 billion.
- Analysts hold a consensus Moderate Buy rating with roughly 11% average upside, though McKesson's stock trades at a valuation that already reflects strong expected growth.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
McKesson (NYSE: MCK) keeps moving medicines around the country—and that keeps the money coming in.
The company operates in the unglamorous middle of healthcare. It distributes enormous quantities of pharmaceuticals, serves specialty medical practices and, behind the scenes, has been reshaping its business mix.
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.
Discover the gold income fund before the next payout dateThis combination of steady operations and strategic focus has made McKesson one of the market’s more consistent winners over the past several years.
Analysts and investors have taken notice. The company’s continued growth, strong cash flow and expanding earnings have not gone unnoticed. For new investors, the question is how patient they are and whether the potential upside is worth it.
Strong Results Continue
McKesson closed out fiscal 2026 as strongly as it began. In the fourth quarter ended March 31, revenue came in at $96.3 billion, up 6% but below analysts’ expectations. Earnings per diluted share reached $13.71, an increase of $3.70. Growth was driven by higher prescription volumes in its North American Pharmaceutical operations and continued expansion in Oncology & Multispecialty. Adjusted earnings per diluted share rose 16% to $11.69, exceeding analysts’ expectations.
For the full fiscal year, McKesson delivered consolidated revenue of $403.4 billion, up 12%, while earnings per share (EPS) climbed to $38.38. Adjusted EPS reached $39.11, an 18% increase that exceeded the company’s previously announced long-range growth targets.
Cash Flow Fuels Growth
As a distributor, McKesson also generates substantial cash. During the quarter, the company produced $3.4 billion in cash flow from operations and approximately $3.2 billion in free cash flow after $185 million in capital expenditures.
For the year, McKesson generated $6.2 billion in cash flow from operations. That free cash flow provides ample funding for investments in oncology and specialty capabilities, as well as continued share repurchases.
Indeed, the company said it launched a $2.25 billion accelerated share repurchase program. The board also approved a $5 billion increase to the overall repurchase authorization, bringing total buyback capacity to $7.7 billion as of April.
Guidance Keeps Rising
Given the results, the company again raised its forward guidance. In February, McKesson raised and narrowed its fiscal 2026 adjusted EPS guidance to a range of $38.80 to $39.20, up from an earlier range of $38.35 to $38.85.
When announcing its latest results in May, the company went a step further, issuing fiscal 2027 guidance of $43.80 to $44.60 in adjusted earnings per diluted share, implying 12% to 14% growth. It also reaffirmed its long-term adjusted EPS growth target of 13% to 16%.
The Business Keeps Evolving
As the company looks ahead, it is also reviewing its business mix and actively reshaping aspects of its operations.
In February, the company completed the sale of its Norwegian retail and distribution businesses to NorgesGruppen as part of a plan to exit European operations entirely.
Earlier in the fiscal year, McKesson also took controlling interests in PRISM Vision Holdings and Core Ventures, expanding its footprint in ophthalmology, oncology and specialty practice support. These investments continue the company’s focus on a higher-value business mix rather than simply moving pharmaceuticals.
Wall Street Stays Bullish
Given its track record, McKesson has attracted significant support on Wall Street.
The 17 analysts following the stock have a consensus Moderate Buy rating, with 14 recommending Buy and three suggesting Hold. With a 12-month average price target of $962.67 per share, the potential upside is moderate given the shares’ persistent strength. The highest target is $1,085 per share, while the lowest is $812.
Shares suffered a setback earlier this year when the stock pulled back from its 52-week high near $1,000, primarily because of market sentiment and likely some profit-taking. Its price-to-earnings ratio of roughly 23 remains in line with similar companies in the medical sector, including Cencora (NYSE: COR), yet well below Cardinal Health (NYSE: CAH).
McKesson pays a quarterly dividend and recently raised it 15% to 94 cents per share, marking the company’s 17th consecutive annual increase. However, the yield of just 0.4% means this is not primarily an income investment.
Steady Growth Carries Some Risks
Instead, investors turn to McKesson for its consistency and steady appreciation. The company combines a massive distribution business with a growing specialty platform, strategic acquisitions, notable free cash flow, aggressive buybacks and a history of guidance pointing to disciplined, long-term growth.
Risks include payment defaults, policy shifts, supply disruptions and competition, all of which can surface unexpectedly. The stock price itself is also no bargain, having already priced in an expectation of growth that could be challenging to sustain.
Even so, investors looking to avoid cyclical stocks in a market that rewards operational consistency may want to keep McKesson on their list.
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