Editor's Note: See the following from Joel Litman, Chief Investment Officer and Analyst at Altimetry, whose followers include names at Fidelity, BlackRock, Vanguard, and half of the top 300 money management firms in America. Joel has deep ties to Washington, DC and he's consulted for the Pentagon, the FBI, the Department of Defense, and has lectured at the US Marine Corps War College. Today he secured access to one of the most heavily guarded areas in the world to uncover the truth about what could soon become the biggest stock market story of the decade.
Dear Reader,
For years, we've been told SpaceX is a rocket company... that will one day take humans to Mars (and the moon).
But according to new satellite images from 300 miles above the Earth's surface, there is something very strange going on at SpaceX right now that has nothing to do with space.
A new division of SpaceX is deploying a new way to power our world... that could replace our need for foreign oil forever -- without using nuclear fission, solar, wind, geothermal, coal, or any sort of battery.
When you consider SpaceX burns 29,600 gallons of fuel per launch... it makes sense the business would want a better way to generate energy.
But what it's doing right now could change not only SpaceX's operations... but also dramatically affect the entire country -- and your investments.
What it's deploying is a newly permitted technology I know simply as "Dark Energy."
Most people have no idea something like this is even possible.
And it will sound like science fiction - at first.
But as I prove in my new boots-on-the-ground interview from West Texas, this is the beginning of what could be a $10 trillion boom for investors who know what to do - and who take the right steps now.
SpaceX can't make this "Dark Energy" by itself. It relies on a small group of little-known suppliers to make it happen.
And I believe that's why a laundry list of billionaires and tech CEOs are getting themselves into position.
Early supporters of "Dark Energy" include Nvidia CEO Jensen Huang, Oracle founder Larry Ellison, and OpenAI CEO Sam Altman.
Not to mention names like Brad Gerstner, a legendary tech investor who managed to be early on Uber, Microsoft, Amazon, Meta, and Nvidia.
He just joined a $300 million round backing this technology.
Or Garry Tan.
Garry invested in Coinbase back in 2012... turning a $300,000 stake into $2.4 billion in less than 10 years.
He's backed Airbnb, Stripe, DoorDash, and Dropbox... and his firm has invested in companies that are now worth more than $1 trillion combined.
Today, he's backing "Dark Energy."
This discovery could change our daily lives... and radically lower the cost of power.
And I believe that for you, this could be one the most profitable moments of your financial life if you position your money behind the right stocks before this news spreads.
I'm sharing all the details right now, on camera.
Click here to see how you could double your money or more by backing this new "Dark Energy."
Regards,
Joel Litman
Chief Investment Officer, Altimetry
Reported by Jessica Mitacek. Article Posted: 4/22/2026.
For burgeoning growth stocks, a brief misstep can jeopardize lofty long-term expectations and trigger severe market reactions.
Such was the case for aerospace and telecommunication services upstart AST SpaceMobile (NASDAQ: ASTS), which saw its shares plunge in premarket trading on April 20.
For a moment…
Forget about Trump’s ties to Israel.
Forget about reports of Iran’s nuclear program.
Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.
Click here to find out what it is.The cause: Blue Origin’s New Glenn rocket deposited the BlueBird 7 satellite into a lower-than-planned orbit on Sunday, April 19. The result: shares of ASTS opened down about 15% on Monday.
The launch, which took place at Cape Canaveral, Florida, deployed the low-Earth orbit (LEO) satellite—which would have been AST SpaceMobile’s eighth in its fleet—at an altitude too low for it to sustain operations. BlueBird 7 will now be de-orbited, the cost of which is expected to be absorbed by the company’s insurance policy.
Nonetheless, the stock took an enormous hit.
Shares of the SpaceX rival plunged and now sit around 34% below their year-to-date high from Jan. 29. Here’s what prospective investors and current shareholders need to know going forward.
The mission failure marks the first time AST SpaceMobile used Blue Origin—the company founded and owned by Jeff Bezos—as its launch provider.
The setback comes as the company is currently producing LEO satellites through BlueBird 32, with BlueBirds 8, 9, and 10 expected to be ready for shipment from its Texas assembly facility within a month.
The company is still aiming to deploy 45 total satellites by the end of 2026, with an intended orbital launch cadence every one to two months.
While that goal will likely be harder to achieve now, it does not mark a complete failure. William Blair analyst Louie DiPalma noted in a research note on Monday that “The silver lining is that there was only one satellite on board, whereas future New Glenn launches may have as many as eight of AST’s BlueBirds.”
DiPalma’s comments follow a late-January report from global communications publication Light Reading that, at its current pace, AST SpaceMobile is at risk of missing its previously stated target of 45 to 60 satellites in orbit by year’s end.
Even before the Blue Origin setback, Michelle Donegan, senior editor at Light Reading, warned that achieving those launch targets may prove a tall order for the Midland, Texas-based company.
“AST has fallen behind schedule from its original plans outlined last year and adjusted expectations in the last few quarters,” Donegan says. “[This is] sparking questions about whether it can still achieve its ambitious target in a compressed timeframe and provide sufficient coverage for a continuous service by year-end for its mobile operator partners.”
While shares of ASTS are trading roughly 5% below their consensus one-year price target, the bullish investment thesis remains intact.
The company’s results are improving. On March 2, AST SpaceMobile released its Q4 2025 financial results, reporting quarterly revenue of $54.31 million, well above analyst expectations of $39.53 million. That represented year-over-year revenue growth of nearly 2,758%, after YOY growth of 1,240% in Q3.
Earnings per share of negative $0.26 fell short of analysts' expectation of negative $0.08. However, the company’s cash, cash equivalents, restricted cash, and liquidity position grew to $3.9 billion, leaving it well-equipped to continue scaling its infrastructure for direct-to-cellphone satellite services.
AST SpaceMobile also announced that it secured over $1.2 billion in aggregate contracted revenue commitments from partners in 2025. The space-based cellular broadband company has strategic partnerships with firms including Verizon Communications (NYSE: VZ), AT&T (NYSE: T), Vodafone Group (NASDAQ: VOD), Japanese tech conglomerate Rakuten (OTCMKTS: RKUNY), real estate investment trust American Tower (NYSE: AMT), and BCE (NYSE: BCE), one of Canada’s largest telecommunications and media companies.
Additionally, the firm is increasingly positioning itself as a federal government contractor. In February, AST SpaceMobile announced it had secured a $30 million prime contract from the U.S. Space Development Agency (SDA) for the HALO Europa Program—its first prime contract for the company’s defense subsidiary and a sign of its growing role as a government supplier.
That federal agreement marked the first-ever prime contract for AST SpaceMobile USA, the company’s wholly owned defense subsidiary, and was the company’s second federal government contract announcement since the start of the year.
According to Chris Ivory, CEO of AST SpaceMobile USA, the “selection for SDA’s Europa Track 2 program validates AST SpaceMobile’s ability to rapidly operationalize commercial space capabilities for national security.”
Ultimately, the next stretch for AST SpaceMobile will be judged less by headlines and more by execution: production throughput, launch cadence, successful deployments, and early service performance as the constellation grows.
Written by Nathan Reiff. Published: 4/18/2026.
Though near-term pressures from the Iran war appear to be easing, 2026 has shown how quickly and dramatically the cost of oil can fluctuate. Crude oil futures that started the year around $60 quickly spiked to more than $112 in early April before pulling back to roughly $90 by mid-month. That volatility will push some skittish investors toward safer plays, but it also creates opportunities for those willing to accept more risk.
Investing in oil can be complicated, especially for those without industry experience. One way to control exposure without investing directly in the commodity is through exchange-traded funds (ETFs), which can be structured to benefit from rising oil prices while removing many of the execution details from individual investors. A further step away from the commodity is to choose funds that target oil-adjacent stocks, such as equipment manufacturers, infrastructure providers and service companies.
For a moment…
Forget about Trump’s ties to Israel.
Forget about reports of Iran’s nuclear program.
Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.
Click here to find out what it is.The Invesco Dynamic Oil & Gas Services ETF (NYSEARCA: PXJ) focuses on domestic oil services companies and holds about 30 names in that niche. One of the largest holdings—about 5.4% of the portfolio—is Halliburton Co. (NYSE: HAL), likely the only widely recognizable company for many investors. The other firms in the fund are essential to domestic oil production, transport and storage.
PXJ is a relatively early entrant to the ETF space with more than 20 years of trading history. Its focused mandate, however, means it has a small asset base of about $121 million and a modest one-month average trading volume of roughly 93,000 shares.
PXJ's year-to-date return of 40% and one-year return of more than 80% demonstrate how closely these service companies' share prices track the price of oil. A dividend yield of 2.2% adds an income component. With a net expense ratio of 0.63%, though, the fund may be somewhat costly for many investors.
A lower-cost alternative to PXJ is the iShares U.S. Oil Equipment & Services ETF (NYSEARCA: IEZ), which has a fee of 0.38%. Like PXJ, it targets domestic oil equipment and services businesses and holds just over 30 stocks.
A key distinction between IEZ and PXJ is top-weight concentration. PXJ spreads its assets more broadly, while the two largest positions in IEZ—SLB Ltd. (NYSE: SLB) and Baker Hughes Co. (NASDAQ: BKR)—together make up about 45% of the fund. That concentration increases single-company risk but has boosted recent performance: IEZ has returned more than 35% YTD and about 70% over the past 12 months. The fund also pays a dividend yield of 1.2%, somewhat below PXJ's but still attractive.
The SPDR S&P Oil & Gas Equipment & Services ETF (NYSEARCA: XES) is marginally cheaper than IEZ, with an annual fee of 0.35%. XES uses an equal-weight approach across its nearly three dozen holdings, so no single position accounts for more than about 4.5% of assets. That makes its portfolio construction closer to PXJ's than IEZ's.
Besides the cost advantage over PXJ, XES also offers greater liquidity. The fund manages nearly half a billion dollars in assets and posts substantially higher one-month trading volume than PXJ. It has delivered slightly higher returns—almost 40% YTD and about 90% over the past year.
One difference investors should note is dividend yield. XES yields about 1.2%, which is a useful supplement to returns but trails PXJ's 2.2% yield. For investors prioritizing passive income from an oil-infrastructure ETF, PXJ may be more appealing. Those seeking strong returns and better liquidity at a lower overall cost may prefer XES. In any case, all three of these funds have substantially outperformed the broader market on both a year-to-date and one-year basis.
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