The AI trade nobody is talking about (and it's up 40%)

Plus: Apple calls Intel. Shopify's best quarter in 4 years sent the stock down 8%. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

May 6, 2026 Wall Street’s Hottest AI Trade Isn’t NVIDIA. It’s This $825 Million Construction Company. Sterling Infrastructure surged 40% on Q1 results: revenue up 92%, data center segment up 174%, backlog at $5.15 billion. Most retail investors have never heard of this company. Read more. › Navellier Warns: This Could Leapfrog Elon’s SpaceX IPO Sponsored Elon Musk could take SpaceX public in 2026 at an estimated $1.75 trillion valuation. But Louis Navellier says a radical new AI model launching this year could outperform SpaceX in the process. Click here for full details (including Louis’ new pick — free). › Apple Just Called Intel. Here’s Why This Could Be the Comeback Nobody Expected. Intel surged 12.9% after Apple opened exploratory chip manufacturing talks. No orders yet. But Intel’s 18A process is the only American technology that can manufacture chips at Apple’s level. Read more. › Shopify Just Had Its Best Quarter in Four Years. The Stock Fell 8% Anyway. Revenue up 34%, GMV crossing $101 billion, AI orders up 13x. Then Q2 guidance came in at the high-twenties and the stock dropped 8%. Here’s what the selloff is really saying. Read more. › More From Money Morning Palantir Just Had Its Best Quarter Ever. The Stock Crashed Anyway. Here’s Why. Micron Just Crossed $600. One Analyst Thinks It’s Going to $1,000. One Satellite Failed. AST SpaceMobile Dropped 15%. Is This the Buying Opportunity? You are receiving this e-mail at fromworksmart.jewelry@blogger.com, as part of your subscription to Money Morning. Manage Your Preferences by clicking here. No longer interested? Unsubscribe. © 2026 Money Morning. All Rights Reserved. Nothing in this email should be considered personalized financial advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized financial advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before our subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after on-line publication prior to following an initial recommendation. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of: Agora Media, 14 West Mt Vernon Place, Baltimore, MD 21201. Money Morning is a First Light Financial, LLC publication. To contact us call 866-616-2166 or visit us online. Website  |  Privacy Policy  |  Terms & Conditions