Stansberry Research

01/13/2026

President Trump signed several executive orders last year to boost nuclear energy production in the U.S.

These included securing uranium to power the nuclear plants, as well as exporting U.S.-designed reactors and other nuclear technology.

Aside from executive orders, the government has also signed deals with companies – like an $80 billion deal with Westinghouse to build reactors across the U.S.

And it's not just the government...

Big tech companies – the ones leading the AI race – have also seen the writing on the wall. Microsoft (MSFT), Amazon (AMZN), and Meta Platforms (META) have all signed agreements with utility companies to secure nuclear power to fuel their AI plans.

Here are some of the companies set to benefit from this "golden age of nuclear."

https://sbry.media/4qbKFfE

The U.S. just awarded $2.7B to uranium enrichment firms. Here's what it means for nuclear stocks, AI power demand, and investors in 2026.

01/12/2026

SpaceX could soon become the largest IPO in history.

The rumored valuation? $1.5 trillion.

While nothing is finalized yet, there are rumors of a public debut as early as this year.

Here’s everything we know so far...

SpaceX could go public as soon as 2026 at a $1.5 trillion valuation. Here's what investors need to know about the IPO, valuation risks, and upside.

01/12/2026

Even when the broader market experiences volatility, defense stocks are generally considered a "safe haven" for investors.

And it's not just because they thrive on uncertainty...

It's also because they're typically backed by government funding and long-term contracts. That creates a lot of stability.

So investors turn to defense stocks for steady returns, regardless of how other industries are performing.

https://sbry.media/45QqnjB

U.S. action in Venezuela and rising Iran tensions are driving renewed interest in defense stocks. Here are the top U.S. defense contractors to watch.

01/11/2026

The global build-out of electrical infrastructure is a decadeslong project.

Copper sits at the center of it.

Here are 3 copper stocks to watch as the AI and EV boom unfolds.

From hyperscale data centers to EVs, copper demand is accelerating. These three mining stocks offer exposure to the trend.

01/10/2026

The Trump administration seems to believe that getting oil flowing from Venezuela will be relatively easy.

President Trump has suggested that U.S. oil operations could be running in less than 18 months – an estimate that differs from what energy experts have been saying.

The idea of sending U.S. operators into Venezuela faces major roadblocks.

And those problems are serious enough that they could derail any such outcome more or less permanently.

These concerns range from governance issues that could stop investment before it even starts... to low oil prices and aging infrastructure in the country.

Let's cover the main problems at hand...

Venezuela's oil industry could reopen to U.S. firms. We break down the risks, subsidies, and what it all means for major oil stocks.

01/10/2026

How should long-term investors think in an AI-driven market?

Pieter Slegers—founder of Compounding Quality—joins Dan and Corey on the Stansberry Investor Hour to break it down.

🔔 Gain an instant edge over Wall Street: https://stansberrydigest.com/In this week's Stansberry Investor Hour, Dan and Corey welcome Pieter Slegers back to ...

01/09/2026

The political landscape is tilting more and more in favor of nuclear power...

Boosting U.S. nuclear energy has been a big part of President Donald Trump's energy platform.

And that has continued into 2026.

The U.S. Department of Energy just awarded nearly $3 billion to three companies – and one of them is publicly traded.

Here are the companies set to benefit.

https://sbry.media/49u5HiE

The U.S. just awarded $2.7B to uranium enrichment firms. Here's what it means for nuclear stocks, AI power demand, and investors in 2026.

01/09/2026

Gold tends to do well in tough economic times (or at least when investors start to price in those tough times).

You can see how gold has performed over time in the graphic below, notably in periods of U.S. economic turmoil, such as the stagflationary 1970s.

Gold also took off in the rocky period around the global financial crisis from 2008 to 2009.

In both eras, investors ran up the price of gold to peak levels.

Full story: https://sbry.media/3LhRBZC

01/08/2026

Base metal copper has been surging to record highs in 2025.

Copper is used in a huge number of industrial applications. It even plays a central role in construction, with the use of copper wiring and copper pipes.

Demand for copper is also set to grow in high-tech applications over the next decades, and copper is a quiet but powerful play on the AI build-out.

Here are 3 copper stocks to watch as AI and EV booms.

From hyperscale data centers to EVs, copper demand is accelerating. These three mining stocks offer exposure to the trend.

01/07/2026

Warren Buffett didn't need to believe in miracles to become a billionaire...

In fact, he actively avoided them.

As he told the audience during Berkshire Hathaway's (BRK-B) annual meeting in 2018, "if I think something will be a miracle, I tend not to bet on it."

It sounds like a smart move. But Buffett missed some of the market's biggest gains because of it, including some of the biggest "moonshot miracles" of this century, Amazon (AMZN) and Google (GOOGL).

Warren Buffett didn't need to believe in miracles to become a billionaire... In fact, he actively avoided them. As he told the audience during Berkshire Hathaway's (BRK-B) annual meeting in 2018... If I think something will be a miracle, I tend not to bet on it. It sounds like a smart move. But Buff...

01/07/2026

In 2023, Tesla produced more than 1.8 million vehicles. The following year, production fell by more than 72,000 vehicles – or about 4%.

This itself could be due to simply liquidating existing inventory. After all, Tesla delivered more vehicles than it produced in 2024.

But last Friday, Tesla released its production numbers for 2025.

And they aren't pretty...

Regular readers know that I'm wary of Elon Musk... The CEO of Tesla (TSLA), SpaceX, and xAI is the richest man in the world. According to Forbes, Musk's net worth is currently more than $700 billion. This puts his wealth at more than two and a half times that of the next richest man – [&hellip...

01/07/2026

Gold just had a great year.

Wait, scratch that. Gold just had its best year in decades.

As measured by SPDR Gold Shares (GLD), the price of the metal surged by just more than 67% in 2025.

After such a run, is there more in store, or has gold had its run for this decade?

https://sbry.media/3LhRBZC

Gold just posted its strongest gains in decades. Here's what's driving the surge, what could derail it, and whether investors should still buy now.