Editor's Note: Financial expert Dr. David Eifrig has guided his readers through just about every market scenario you can imagine: Including the financial crisis of 2008... the COVID-19 crash of 2020... the inflation crisis of 2022 – the worst year for stocks in more than a decade... the volatility we saw in 2023 with the bank failures, and even the tariff turbulence of 2025. But today: Dr. Eifrig warns a strange D.C. plan is underway, and it could send one particular type of investment absolutely soaring.
Dear Reader,
A dramatic story – which started as a wild rumor – is now playing out at the highest levels of finance...
In fact, this plan has all been laid out point-by-point by one of President Trump's senior advisers.
And even though it's the most-read story on Bloomberg terminals, a computer that professional investors pay $25,000 per year to access...
Nobody on Main Street seems to be aware of the blindsiding event that's rushing toward them.
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.
And wealthy investors are loading up their suitcases with precious metals on commercial flights.
Hedge-fund managers are now briefing clients on the potential impact to their wealth, too...
And earlier this year, $2 TRILLION was pulled out of stocks in one week.
Take it from my colleague Dr. David Eifrig, a 40-year stock market veteran:
This is all extremely strange.
He wants to help pull back the curtain for you and your loved ones, too... at no cost.
Click here to watch his new urgent briefing before July 28.
Regards,
Matt Weinschenk
Publisher, Stansberry Research
P.S. Dr. David Eifrig has guided his readers through just about every market scenario you can imagine:
Including the financial crisis of 2008... the COVID-19 crash of 2020... the inflation crisis of 2022 – the worst year for stocks in more than a decade... the volatility we saw in 2023 with the bank failures, and even the tariff turbulence of 2025.
But make no mistake: Dr. Eifrig warns a huge event is underway, and it could send one particular type of investment absolutely soaring.
In his latest update, he lays out exactly how to position yourself.
He's not talking about AI or crypto...
But if you act now, you have the chance to make 1,000% gains or more.
Click here for all the details.
Rivian’s 75 Million-Share Offering Turns the R2 Growth Story Into a Dilution Test
Reported by Nathan Reiff. First Published: 7/9/2026.
Key Points
- Rivian's July 6 offering of 75 million Class A shares raised about $1.2 billion but triggered a sharp negative share price reaction from investors.
- The capital is needed to meet Department of Energy loan equity obligations and fund rising manufacturing costs as Rivian scales deliveries and launches its R2 line.
- Despite dilution concerns, Rivian posted improved Q2 deliveries, revenue, and cash guidance, and analysts maintain a consensus Hold rating with roughly 12% projected upside.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Rivian Automotive Inc. (NASDAQ: RIVN) likely hoped to complete its recent offering of 75 million Class A shares with as little fanfare as possible, but the market had other plans.
RIVN shares reacted sharply in the days following the company's initial July 6 announcement, a sign that investors have little patience for the capital-intensive demands of EV businesses that are still trying to grow.
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Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year.
What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund.
Watch Porter's full breakdown of Project Prophet and Emmet's systemEven so, the sale of 75 million shares for roughly $1.2 billion in fresh capital will give Rivian a much-needed infusion of funds while also providing investors with a clearer framework for evaluating the stock going forward.
The question is whether this additional capital materially improves Rivian's manufacturing efficiency, scaling capacity and ability to meet demand amid new product launches and other shifts in the EV landscape—and whether it is worth the cost of dilution to shareholders.
It could benefit investors with a longer time horizon, in particular, as near-term dilution concerns may linger while it takes several quarters to see whether the company's execution improves.
Why the Share Offering and Why Now?
Rivian needs the capital from a share offering for several reasons. For one thing, the company has equity contribution obligations tied to its $6.6-billion Department of Energy loan. Perhaps more importantly, as the company continues to scale vehicle manufacturing and deliveries, it is also racking up additional costs in a meaningful way.
At the beginning of July, Rivian reported better-than-expected vehicle deliveries for Q2. The company delivered nearly 12,200 vehicles, versus its original forecast of 9,000 to 11,000 for the quarter. This was excellent news for the firm and prompted Rivian to raise both the low and high ends of its full-year delivery guidance by 3,000 units, to a range of 65,000 to 70,000.
At the same time, scaling is especially challenging for a company that is still pursuing sustainable profitability. As Rivian noted in a recent earnings report, its average selling price per vehicle is increasing, helping to support revenue growth. In the latest quarter, revenue climbed 11.4% year over year, leading to a modest beat relative to analyst expectations. Still, earnings per share (EPS) remained negative. Last quarter's loss was 55 cents per share, better than expected, but still wider than the prior-year quarter's loss by 7 cents per share.
Opportunities Investors Should Keep in Mind
The near-term shock of dilution from the latest share offering is undoubtedly a headwind for Rivian, but it may also pave the way for several opportunities. Critically, the company is in the midst of launching its R2 line, which features a mid-size design and competitive pricing that Rivian hopes will dramatically expand its potential customer base. Rivian's brand is recognizable, its vehicle demand is strong relative to many of its EV peers, and the R2 launch could be its breakout moment into mass-market adoption.
The company has already been improving its financial position. Its recent Q2 outlook was bright, including a revenue forecast between $1.6 billion and $1.7 billion—well ahead of analyst expectations—and an anticipated $5.3 billion in cash and equivalents at the end of the quarter, a solid improvement from Q1 2026.
Rivian is also expanding its capacity, including an increase in the first-phase Georgia plant to 300,000 units last quarter. Production will likely start in late 2028, however, meaning the latest cash influx will be vital to bridge the gap while Rivian continues investing in production capacity and before it can begin delivering on those plans.
It's important, then, for investors to keep in mind that Rivian's share offering is not a sign of a company in crisis, but rather a vital step in its journey from niche premium EV maker to scaled manufacturer. The proof will be whether the company can successfully improve execution in the coming quarters, because the broader EV-sector lesson is that product momentum alone is not enough when growth still requires repeated access to capital in this way.
The uncertainty surrounding Rivian's dilution gambit is the latest complication for investors and analysts weighing whether to buy the company. Shares of RIVN are stuck at a consensus Hold rating based on 12 Buy ratings, nine Holds, and six Sells. Still, Wall Street expects about 12% upside for the company, another sign that those willing to ride out near-term risks may be rewarded later on.
NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
Reported by Nathan Reiff. First Published: 6/30/2026.
Key Points
- NextEra Energy’s planned Dominion Energy deal would expand its regulated utility base and strengthen its exposure to data center power demand.
- Duke Energy and Constellation Energy offer competing AI power angles, with Duke focused on regional load growth and Constellation leaning on nuclear generation.
- NextEra Energy remains compelling for renewable-focused investors, but regulatory approval, integration risk and valuation still matter.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
In May, NextEra Energy (NYSE: NEE) made an aggressive move to establish dominance in the utilities space by announcing its $67 billion all-stock deal to acquire Dominion Energy Inc. (NYSE: D). At a time when major players across the energy and utilities sectors are vying to meet seemingly endless demand for AI applications, NextEra's move could position it as the go-to provider of infrastructure and energy for major technology platforms across the country.
The question for investors is whether now is a good time to buy shares of NEE. The stock has posted year-to-date (YTD) gains of nearly 10.4% but remains below the all-time highs it reached in April 2026. Still, Wall Street is less than fully enthusiastic: analysts have issued 15 Buy ratings, two Strong Buy ratings, and five Holds, for an overall Moderate Buy rating on NEE shares. A comparison of NextEra's likely post-acquisition strengths against two major competitors that are also involved in the AI space—Duke Energy Corp. (NYSE: DUK) and Constellation Energy Corp. (NASDAQ: CEG)—may be revealing for investors.
Duke's Expansion Prospects Compared to NextEra's Infrastructure Base
I endorsed someone else's model for the first time (Ad)
Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year.
What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund.
Watch Porter's full breakdown of Project Prophet and Emmet's systemDuke serves millions of residential and other customers across the Midwest and the Southeast, giving it key advantages in places like the Carolinas, Florida, and Indiana. The company has already made a massive transmission investment and is expanding its gas generation capabilities, along with new generation, grid operations, and other resources to support AI. It can support this expansion with its strong Q1 2026 financials, including an 11% year-over-year (YOY) improvement in revenue and a healthy 5% to 7% long-term earnings per share (EPS) growth target over the next three years.
NextEra may have an advantage, particularly after the Dominion acquisition, because its infrastructure base is already primed for AI and hyperscaler needs. Virginia's key data center region is a hotbed for growth, and Dominion already supports this area. NextEra's acquisition will give it access to the likely tremendous AI electricity demand in this region, a key benefit. At the same time, Duke's opportunity may rely more on the company's ability to attract AI campuses to its regions in the future, which is less certain.
Constellation's Nuclear Energy Advantage
Constellation's main appeal to investors compared with NextEra is its dominance in the nuclear energy space. Though NextEra is no slouch when it comes to nuclear generation, Constellation has a leg up: the firm recently reiterated a 20%+ base earnings growth rate through 2029 and forecasts rapidly accelerating free cash flow growth over that period as well.
The benefits of nuclear power for AI companies are many, including round-the-clock carbon-free electricity without intermittency, long-term contracts, and large, continuous output. Constellation could be well positioned to win big with long-duration contracts to supply hyperscalers with nuclear power.
On the other hand, NextEra could still have the overall advantage thanks to its massive infrastructure, made even more impressive by the upcoming Dominion acquisition, including transmission, distribution, generation, and many other avenues for diversification.
NextEra Energy Still Looks Compelling for Renewable Investors
A closer look at Wall Street analysis of these three major players may complicate the picture for investors looking to load up on an AI-linked utilities stock in the short term. Of these three names, CEG has the strongest upside potential at nearly 48%—this is after declining by about 28% YTD. By comparison, analysts see NEE shares rising by only about 13%. Duke is behind both, with upside predictions of about 8%.
Ultimately, investors who are particularly bullish on renewables may find NextEra to be the dominant choice, and now may be a good time to buy the company for that reason. In its latest quarterly report, NextEra noted an impressive 4 GW of new long-term contracted renewables and storage, with a backlog totaling about 33 GW. At the same time, its Florida utilities operation made solid gains of about 100,000 customers while still meeting growth and reliability targets. The company has successfully balanced its electric utility business with its renewables, especially solar and wind. NextEra has also done a good job managing its debt load and has a debt-to-equity ratio of only 1.41. Add to this a price-to-book ratio of 2.76 and a dividend yield of 2.81% with a three-decade history of dividend increases—highly competitive even if still somewhat behind Duke's dividend yield—and there are plenty of good reasons to look at this company even before it completes its next major acquisition.
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