Dear Reader,
WSJ says, "It's the $64 trillion question—will there be a stock market crash soon?" …
Weiss Ratings' research shows the first half of 2026 could be very tough for not all, but certain stocks...
Specifically, a radical shift is about to hit the market …
And it could send some of America's most popular stocks crashing down.
We've identified five stocks you should absolutely avoid as this event plays out …
You'll want to see this list …
And make sure you don't own any of these stocks before the market opens tomorrow …
Because if you hold on to them — it could mean financial ruin.
To find out more about this incoming market shift …
Including the list of five stocks you must absolutely avoid …
Click here now — before it's too late.
Sincerely,
Eliza Lasky,
Weiss Advocate
Gold and Silver Recovery—3 Precious Metals Stocks for H2 2026
Author: Chris Markoch. Date Posted: 7/3/2026.
Key Points
- Central banks bought 474 tonnes of gold in Q1 2026, the second-highest quarterly total on record, signaling sustained institutional demand.
- Nearly 90% of central banks plan to add to gold reserves in the next 12 months, driven partly by concerns over counterparty risk following Russia's frozen dollar assets.
- Silver's structural supply deficit and industrial demand from solar panels, electric vehicles, and electronics give it a distinct price catalyst heading into the second half of 2026.
- Special Report: The company SpaceX cannot operate without
After climbing to an all-time high of more than $5,300 per troy ounce in January 2026, the spot price of gold fell to around $4,100 on July 1, capped by a 10% drop in June. That marked its fourth straight monthly decline. A similar story has played out in silver.
To say that’s shaken out many weak hands would be an understatement. However, that may be shortsighted. While predicting market tops or bottoms is a fool’s errand, there are a couple of catalysts that suggest gold prices may be ready to reverse course and move higher.
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Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth.
Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing.
Read the full briefing and see how to position yourself nowThe most important data point to consider is central bank buying. These are institutions with the longest time horizons, and in the first quarter of 2026, they bought 474 tonnes of gold, the second-highest quarterly amount on record.
Why Gold Is Regaining Its Role as Sound Money
The European Central Bank’s annual report on global reserve assets revealed that, as a percentage, central banks owned more gold than U.S. Treasuries or the euro at the end of 2025. For the sake of accuracy, that’s due in large part to the surge in gold’s price. At 2023 prices, U.S. Treasuries would still outweigh gold.
But here’s what many investors overlook. Unlike many retail investors, nearly 90% of central banks say they plan to keep adding to their gold reserves over the next 12 months. If gold were trading above $4,000 an ounce and no country wanted it, central banks would sell. That’s not happening. In fact, central bank gold buying has remained above historical norms since 2022.
The key reason for that traces back to the U.S. government’s decision to freeze Russia’s dollar reserves after it invaded Ukraine in 2022. That raised questions about counterparty risk for countries that could find themselves on the wrong side of a U.S. foreign policy decision. Since gold can’t be sanctioned or seized, its appeal becomes obvious.
Governments that could have rebalanced back into Treasuries are choosing not to. That choice reveals a clear preference. Which is why investors may want to rethink the outlook for gold in the second half of 2026.
Industrial Demand Could Fuel Silver Prices in H2 2026
Silver plays a different role than gold, and that's part of its appeal. Roughly half of annual silver demand now comes from industrial uses, including solar panels, electric vehicles, and electronics. That gives silver a growth driver gold doesn't have.
The Silver Institute has projected a structural supply deficit for several consecutive years, as mine production struggles to keep pace with demand. When investment demand returns to a market already running a deficit, price moves can happen quickly.
Investors also watch the gold-silver ratio, which measures how many ounces of silver it takes to buy one ounce of gold. That ratio has been running well above its long-term historical average, a sign some analysts point to as evidence that silver is undervalued relative to gold.
The Easiest Way to Invest in Gold: SPDR Gold Shares ETF
For investors who are only interested in capturing the price action in gold, the SPDR Gold Shares ETF (NYSEARCA: GLD) tracks the price of physical gold.
Investors will have to pay fees with an expense ratio of around 0.40%, and there are counterparty risks to consider.
But they avoid the custody and insurance costs of owning physical metal.
Newmont Stock Offers Value If Gold Prices Rebound
Another way to invest in higher gold and silver prices is through mining stocks. Junior miners may carry the most asymmetric risk/reward for aggressive traders. But long-term investors may want to look at Newmont Corp. (NYSE: NEM), which is one of the largest miners and has a strong track record of performance.
Mining stocks like NEM are down this year in sympathy with the decline in gold. However, Newmont stock is only down around 3% through the first half of 2026. And at around 12x earnings, NEM shares trade at a discount to both their historical valuation and the S&P 500.
Adding to its appeal, as of July 1, the stock was trading about 44% below its consensus price target of $139.35.
Wheaton Precious Metals Offers Lower-Risk Exposure to Gold
Wheaton Precious Metals (NYSE: WPM) is a different way to invest in a rebound in gold and silver prices.
The company finances miners in exchange for the right to buy gold and silver at fixed, below-market prices for the life of the mine.
The success of that business model showed up in the company’s Q1 2026 numbers, which included record revenue of $901.5 million and earnings of $582 million.
As of July 1, WPM traded about 35% below its consensus price target of $154.73.
First Majestic Silver Is a High-Conviction Silver Stock for H2 2026
For investors who want direct exposure to silver prices without gold as a hedge, First Majestic Silver Corp. (NYSE: AG) is worth a look.
The company operates primarily in Mexico and generates the majority of its revenue from silver production, making it more sensitive to swings in the metal's price than diversified miners.
That sensitivity cuts both ways. First Majestic tends to outperform larger, diversified miners when silver rallies, but it can also underperform during pullbacks like the one seen in June.
For investors who believe the setup described above favors higher silver prices into year-end, that volatility may be the point rather than a drawback.
Why Gold and Silver Still Belong in a Diversified Portfolio
Most gold and silver investors aren’t speculators. They are looking for assets that can’t be printed, diluted, or controlled. Yes, gold and silver don’t produce a yield, prices are volatile, storage is expensive, and supply can’t expand quickly to meet demand. But in a world where many investors are looking to return to sound money, those are reasons to trust gold and silver, not dismiss them.
Catching the AI Wave: DigitalOcean Reels in AI Whales
Author: Jeffrey Neal Johnson. Date Posted: 7/9/2026.
Key Points
- DigitalOcean shares rose more than 10% after preliminary second-quarter results showed revenue of $282.1 million, beating estimates and driven by nine-figure enterprise AI contracts.
- Remaining performance obligations exceeded $800 million after a $550 million quarterly jump, signaling a pivot from small-business hosting toward enterprise AI infrastructure.
- The rally is fueled partly by short covering and index-driven buying, while insiders sold roughly $565.9 million in stock and shares trade near 57 times earnings.
- Special Report: The company SpaceX cannot operate without
The architectural landscape of cloud infrastructure is fracturing. For years, the market assumed legacy hyperscalers like Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) would control the enterprise server space indefinitely, leaving smaller infrastructure providers to compete for budget-conscious developers.
That paradigm shifted on June 7, 2026, as DigitalOcean Holdings (NYSE: DOCN) defied a broadly weakening macroeconomic backdrop and rose by more than 10% following a highly bullish preliminary second-quarter earnings release. The price action signals something much deeper than an earnings beat. The market appears to be witnessing a pivot as smaller independent cloud providers capture high-margin, enterprise-scale workloads.
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Watch Porter's full breakdown of Project Prophet and Emmet's systemInvestors chasing this momentum should unpack the underlying data to separate the growth story from temporary distortions caused by short covering and passive index accumulation. When you look closely, you can see how DigitalOcean is changing the tide in the enterprise artificial intelligence sector.
Reeling in Revenue: Accelerating Top-Line Metrics
Analyzing the second-quarter pre-announcement reveals the distinct drivers behind the sudden upside volatility. Management now forecasts second-quarter revenue of $282.1 million, a 29% year-over-year acceleration. That decisively eclipses Wall Street’s consensus estimate of $273.6 million and marks a sharp re-acceleration from the 14% growth recorded in the second quarter of last year.
While the top-line beat is impressive, the forward-looking metrics are fundamentally resetting valuation models across the sector. DigitalOcean reported remaining performance obligations exceeding $800 million. Remaining performance obligations act as a reliable leading indicator of future revenue, representing contracted but unrecognized sales.
Adding $550 million to this pipeline in a single quarter is a significant achievement for management, reflecting a greater than tenfold increase from the prior year. The weighted-average contract life has also extended from 1.6 years to over three years. By locking in long-term capital, DigitalOcean is preserving adjusted EBITDA margins despite heavy infrastructure spending.
Deep Water Infrastructure: The Enterprise AI Pivot
The historic surge in contracted revenue requires a permanent re-evaluation of DigitalOcean's target demographic. Historically, the broader market categorized the business as a volume-driven host for small businesses or independent software developers. A low average revenue per user model traditionally struggles during periods of macroeconomic tightening, as smaller clients churn or downsize their hosting plans to survive.
Management explicitly attributes the recent $550 million pipeline jump to multiple nine-figure annual customer commitments strictly tied to inference and AI workloads. Nine-figure contracts are fundamentally incompatible with small business budgets. These agreements are the domain of highly funded enterprise AI labs and institutional research divisions. DigitalOcean is effectively pivoting from a budget-friendly hosting service to a heavyweight player in AI infrastructure.
To support these enterprise contracts, DigitalOcean deployed capital from a recent $800 million equity offering to secure an additional 20 megawatts of data center capacity for late 2027 and early 2028. This brings the total committed capacity to 155 megawatts. By focusing on purpose-built architectures, such as its proprietary inference routing software, DigitalOcean is competing on total cost of ownership against the major hyperscalers, avoiding a margin-crushing race to the bottom on pricing.
Currents of Capital: Institutional Buy-In Vs. Insider Exits
Understanding the mechanics of the current price action requires looking under the hood at market sentiment and institutional capital flows. Options flow reflects a strong upside bias, with the volume put-to-call ratio dropping to 0.18 and total contract volume rising above 136% of the average daily volume.
This bullish derivatives activity is colliding directly with forced buying in the underlying equity. Short interest currently sits at approximately 12% of the public float, translating to roughly 12.2 million shares shorted. With a days-to-cover ratio nearing four, the double-digit intraday climb is likely being amplified by short sellers scrambling to close underwater positions. Institutional ownership commands roughly 50% of outstanding shares, down from around 90%, creating a structural floor that has helped absorb the dilution from the recent equity offering.
Despite the institutional accumulation, retail investors should consider internal structural headwinds. Over the trailing three months, insiders liquidated approximately $565.9 million in stock. The bulk of this distribution came from major shareholder Access Industries, along with multi-million-dollar sales from key executives. With zero open-market insider purchases during this period, internal leadership is clearly using the elevated valuation to take profits.
Sailing Close to the Wind: At 57x Earnings?
The fundamental momentum backing DigitalOcean is undeniable, and the expanding contracted revenue provides visibility through 2026. However, market mechanics and valuation multiples should still matter for investors entering at these levels.
DigitalOcean commands a premium trailing price-to-earnings ratio of roughly 57x. A valuation this rich leaves very little room for operational missteps, particularly in a high-interest-rate environment where the broader technology sector remains highly sensitive to changes in the cost of capital.
The recent addition of DigitalOcean to the Russell 1000 index has led to continued passive index accumulation, creating an artificial tailwind for the share price. Investors should first acknowledge that DigitalOcean is currently priced for perfection, and the heavy insider distribution suggests that early institutional backers have already made the easy money.
Dropping Anchor: Rigging the Deck for an AI Pivot
The cloud computing narrative is undergoing a fundamental shift, revealing that nimble, cost-effective infrastructure providers can thrive alongside the trillion-dollar tech giants. DigitalOcean is proving that independent operators can successfully capture enterprise market share without sacrificing profitability. The pivot toward artificial intelligence infrastructure is resetting the forward growth trajectory and shielding DigitalOcean from the high-churn risks typically associated with small business clients.
The underlying data support the bullish price action, driven by tangible contract expansions rather than speculative hype. Investors evaluating the infrastructure space might consider adding DigitalOcean to their watchlist as a high-growth alternative to mega-cap technology stocks, provided they have the risk tolerance for premium valuation multiples and post-squeeze volatility.
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