 | The $185 trillion exit from oil starts July 4th (Ad)BloombergNEF projects $185 trillion will rotate out of oil and into a single fuel source - one the International Energy Agency says holds 140 times the electricity the entire planet uses in a year. Google has a 15-year deal. Berkshire Hathaway invested. The Pentagon is backing it.
A July 4th regulatory deadline could hand this energy source a rare competitive advantage. Analyst Kelly Maguire of Behind the Markets - who guided readers to gains of up to 502% on Rocket Lab and 686% on Meta - believes one small-cap company is positioned to capture the bulk of that capital shift.
Get the company name and ticker before the July 4th deadline |
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Today's Top Stories | | By Jeffrey Neal Johnson | June 25, 2026 01:20 PM |
| | | By Chris Markoch | June 25, 2026 11:20 AM |
| | By Thomas Hughes | June 25, 2026 09:35 AM |
| | | By Jeffrey Neal Johnson | June 25, 2026 09:00 AM |
| | By Jeffrey Neal Johnson | June 24, 2026 09:05 AM |
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| Iran just proved America's energy strategy is broken (Ad)When the U.S.-Iran deal allowed Iranian oil back into the market, prices fell immediately and energy stocks dropped 1.7%. That's not stability - that's a supply hostage situation repeating since 1973.
Beneath American soil sits an energy source 50,000 times larger than all global oil and gas reserves combined. It can't be sanctioned or embargoed. Last year, a drilling crew hit targets twelve years ahead of schedule. Google signed a 15-year deal. One company sits at the center, and July 4th could be a turning point.
See the company positioned to make OPEC irrelevant |
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Analysts' Upgrades | | Banco Santander Chile (NYSE:BSAC) was upgraded by Citigroup Inc. from "neutral" to "buy". The current price is $32.06. | | Canadian National Railway (NYSE:CNI) (TSE:CNR) was upgraded by Evercore Inc from "in-line" to "outperform". They now have a $124.00 price target on the stock. This represents a 3.2% upside from the current price of $120.17. | | Etsy (NYSE:ETSY) was upgraded by President Capital from "neutral" to "buy". They now have a $91.00 price target on the stock, up from $57.00. This represents a 17.3% upside from the current price of $77.57. | | Iberdrola (OTCMKTS:IBDRY) was upgraded by Erste Group Bank AG from "hold" to "buy". The current price is $97.83. | | Micron Technology (NASDAQ:MU) was upgraded by Erste Group Bank AG from "hold" to "buy". The current price is $1,201.40. | | Nomura (NYSE:NMR) was upgraded by Bank of America Corporation from "neutral" to "buy". They now have a $10.20 price target on the stock. This represents a 16.1% upside from the current price of $8.79. | | Primoris Services (NYSE:PRIM) was upgraded by The Goldman Sachs Group, Inc. from "sell" to "neutral". They now have a $102.00 price target on the stock, down from $107.00. This represents a 8.2% upside from the current price of $94.27. | | Workday (NASDAQ:WDAY) was upgraded by Monness Crespi & Hardt from "neutral" to "buy". They now have a $150.00 price target on the stock. This represents a 31.1% upside from the current price of $114.41. |
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 | One of Nevada's Most Overlooked Gold Plays Just Got a Lot More Interesting (Ad)Gold has surged past $5,300 per ounce, with Goldman Sachs and JPMorgan forecasting $6,000+ by end of 2026. Central banks bought a record 863 tonnes in 2025 alone - and one small-cap explorer in Nevada's Walker Lane Belt may be positioned to benefit.
Sitting 18 miles north of Tonopah in the same district that produced over 15 million ounces at Kinross Gold's Round Mountain Mine, this explorer carries historic drill intercepts of 30 meters at 2.5 g/t gold and surface samples exceeding 100 g/t. With a market cap under $15 million and drills ready to turn in H2 2026, the window may be narrow.
Get the full story on this drill-ready Nevada gold explorer |
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Analysts' Downgrades | | Bae Systems (OTCMKTS:BAESY) was downgraded by Erste Group Bank AG from "buy" to "hold". The current price is $94.48. | | ENI (NYSE:E) was downgraded by Erste Group Bank AG from "buy" to "hold". The current price is $46.66. | | Identiv (NASDAQ:INVE) was downgraded by Craig Hallum from "buy" to "hold". They now have a $3.10 price target on the stock. This represents a 25.8% upside from the current price of $2.47. | | NextEra Energy (NYSE:NEE) was downgraded by Erste Group Bank AG from "buy" to "hold". The current price is $87.77. |
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 | Massive Data Leak Exposes 512,000-Line Code That Could Change Society Forever (Ad)A major AI lab recently leaked 512,000 lines of source code and nearly 2,000 internal files - and 60-year Wall Street veteran Marc Chaikin says it exposes a pre-IPO opportunity unlike anything he has seen.
The company behind 'Project Tengu' has grown revenues 10-fold every year since launch, counts eight of the 10 largest companies in the world as clients, and is targeting a potential trillion-dollar IPO later in 2026. Chaikin has identified a backdoor stake currently trading around $40 a share.
His free report, 'The AI Industry's Secret Roadmap,' details exactly how to position ahead of what he calls the biggest IPO of 2026.
Read Marc Chaikin's free report and claim your backdoor stake today |
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Analysts' New Coverage | | Alpha and Omega Semiconductor (NASDAQ:AOSL) is now covered by Lake Street Capital. They set a "buy" rating and a $58.00 price target on the stock. This represents a 28.4% upside from the current price of $45.18. | | Arrow Financial (NASDAQ:AROW) is now covered by Keefe, Bruyette & Woods. They set a "market perform" rating and a $42.00 price target on the stock. This represents a 5.2% upside from the current price of $39.91. | | Blue Bird (NASDAQ:BLBD) is now covered by Roth Mkm. They set a "buy" rating and a $94.00 price target on the stock. This represents a 21.0% upside from the current price of $77.71. | | CoreWeave (NASDAQ:CRWV) is now covered by Rosenblatt Securities. They set a "buy" rating and a $250.00 price target on the stock. This represents a 152.7% upside from the current price of $98.92. | | Mitsubishi UFJ Financial Group (NYSE:MUFG) is now covered by Erste Group Bank AG. They set a "buy" rating on the stock. The current price is $19.98. | | Targa Resources (NYSE:TRGP) is now covered by Erste Group Bank AG. They set a "buy" rating on the stock. The current price is $272.85. | | Whitehawk Therapeutics (NASDAQ:WHWK) is now covered by B. Riley Financial, Inc.. They set a "buy" rating and a $10.00 price target on the stock. This represents a 142.8% upside from the current price of $4.12. |
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