Trump just triggered what I believe is the biggest tech disruption since the internet when he signed a law moving our entire $382 trillion financial system onto a new blockchain based Money Grid.

So here's a number that should stop you cold.

BlackRock launched a new fund on the New Money Grid.

It hit $2.8 billion in assets in THREE months.

According to CNBC, they're going public with Securitize, the platform powering their tokenized money market fund.

Yes, that means BlackRock, the biggest asset manager on Earth, is already on the grid.

Already moving billions.

And here's the thing most people miss:

Every dollar that moves across this new grid burns a scarce digital fuel.

Get the ticker for this fuel before Wall Street catches on.

As the money floods in, and it's flooding in FAST…

The demand for this fuel skyrockets.

And by design... the more it gets used... the more the supply shrinks.

You don't need to be a finance expert to know what happens when demand goes vertical and supply falls off a cliff?

Oil went 1,233% when this happened in the '70s.

Uranium went 946% in the early 2000s.

Rare earths went 2,512% when China cut supply in 2010.

It's called a commodity crunch.

And this one's bigger than all three combined.

Click Here — Full Details, Name & Ticker In This Free Report

Don't drag your feet on this one.

Andy Howard
The Edge™ Senior Blockchain Analyst

P.S. With a firm deadline of April 2027, the institutions know what's coming. That's why companies like BlackRock, Goldman Sachs and State Street are all already positioning NOW. Before headlines hit. Before prices surge. Before the masses pile in. Discover what Wall Street's been quietly accumulating

MarketBeat Week in Review – 07/13- 07/17

Submitted by MarketBeat Staff. Article Published: 7/18/2026.

Another manic market week was punctuated by a tech wreck that pressured the S&P 500 and NASDAQ indexes. Nothing was working in the technology sector: chipmakers, neocloud providers, and hyperscalers were all lower as investors grew impatient with — or simply tired of — the artificial intelligence (AI) trade.

Energy stocks, however, moved higher as the conflict in the Strait of Hormuz intensified. Financial stocks also got a boost as many banks reported strong earnings, as expected.

The quietest monopoly in energy (Ad)

One company has spent 60 years developing an energy source the International Energy Agency estimates at 140 times global electricity demand - with zero competition.

Last year, their crew drilled in 16 days what the government projected would take 64. Now Google has a 15-year deal locked in, Bill Gates has committed $100 million, and the Pentagon has made it a top priority. On August 18th, a new Washington policy adds another advantage rivals cannot match.

See the full story behind the 60-year energy monopoly

The same couldn’t be said of Netflix Inc. (NASDAQ: NFLX). The streaming giant delivered a mixed earnings report, prompting investors to tune out of the stock.

The disappointing week came despite better-than-expected economic data showing slower inflation growth, a surprise increase in housing starts, and elevated consumer confidence.

Next week will bring a flood of earnings reports, including from Alphabet (NASDAQ: GOOGL), which will be a key indicator of the status of the AI infrastructure trade. The MarketBeat analysts will provide the key insights. Here are some of our most popular articles from the past week.

Articles by Thomas Hughes

The sharp pullback in Micron Technology (NASDAQ: MU) stock reminds investors that massive upside swings can be matched by equally sharp downside moves. As Thomas Hughes noted, investors need to consider the broader case for dynamic random access memory (DRAM) and high bandwidth memory (HBM), which provides useful context for Micron’s 10-year investment plan.

Fastenal (NASDAQ: FAST) delivered a solid earnings report that left some investors wanting more. However, Hughes explained why the pullback in FAST stock is a buyable opportunity for growth and income investors.

Hughes also summarized the earnings report from Johnson & Johnson (NYSE: JNJ). Investors bid JNJ to a 52-week high ahead of the report. Therefore, the post-earnings pullback looks like a chance for investors to buy on the strength of the earnings report.

Articles by Sam Quirke

The meteoric rise in SanDisk Corp. (NASDAQ: SNDK) stock is facing its first reality check from competition and analysts. Sam Quirke pointed out the technical hurdles facing the stock and what investors need to hear when the company reports earnings in early August.

Broadcom Inc. (NASDAQ: AVGO) has been an example of the uncertainty facing AI infrastructure stocks. AVGO is back to November 2025 levels, as investors believe the stock has become too expensive. However, Quirke noted the company’s results have done nothing to suggest its growth is slowing.

Shares of Apple Inc. (NASDAQ: AAPL) have been moving higher as investors buy into the company's “AI toll booth” thesis. Quirke explained why that thesis will be tested by the company’s upcoming earnings, which will set the near-term direction for AAPL.

Articles by Chris Markoch

The bullish thesis for rare earth metals is real, but it’s still in its early stages. That increases the risk of owning single stocks. This week, Chris Markoch highlighted three rare-earth exchange-traded funds (ETFs) that can help investors balance exposure and risk when investing in this sector’s long-term growth.

Beaten-down Microsoft Corp. (NASDAQ: MSFT) is hoping that its proprietary AI models can reduce its dependence on OpenAI and Anthropic. Markoch outlined the reasons why this could be bullish for MSFT and the risks that remain.

It may seem like a poor time to invest in gold, but Markoch explained that the structural reasons for owning gold remain in place. He offered three mining stocks under $5 that give investors a chance at massive upside without owning physical metal.

Articles by Ryan Hasson

Humanoid robots are coming, but Ryan Hasson reminded investors that the smarter way to play this trend is to buy the companies supplying the parts that robot makers can’t do without. That’s the case for three stocks powering the humanoid robot market that are among the best-positioned companies for this growth.

The cloud over Alphabet’s earnings report next week is the company’s Google Cloud business. Hasson highlighted why the company’s Google Cloud numbers are the most critical part of the company’s Q2 earnings report.

If investors want to know where opportunities may exist during earnings season, looking at stocks that analysts love can be a strong hint. This week, Hasson highlighted five stocks that have received upgrades and/or price target increases from analysts ahead of their respective earnings reports.

Articles by Leo Miller

Earnings season is a time to confirm trends. That’s what Taiwan Semiconductor Manufacturing Company (NYSE: TSM) accomplished in this week’s earnings report. Leo Miller explained why the report confirms strong demand for semiconductors, which could be a bullish signal for chip stocks.

Insider selling always draws investor attention. Miller pointed out that this is especially true when the chief executive officer (CEO) is the one doing the selling. This week, he highlighted three stocks with heavy CEO selling and whether, if any, should be a cause for concern.

Meta Platforms (NASDAQ: META) is pushing back after months of being beaten down over its AI spending. The company has launched its newest AI model, Muse Spark 1.1. The release comes on the heels of the company’s announcement that it plans to sell excess cloud computing capacity to third parties. Miller explained that both initiatives are ways for Meta to show it can monetize AI.

Articles by Nathan Reiff

The quantum computing race is heating up. IonQ Inc. (NYSE: IONQ) is the largest pure-play name by market cap. This week, Nathan Reiff wrote about two lesser-known quantum names that could offer investors a speculative way to invest in the long-term growth potential of this sector.

This week showed why data centers will remain controversial, and why investors may not want to hitch their wagon to single-stock names in the sector. Reiff highlighted three data center-focused real estate investment trusts (REITs) that may be a better opportunity for investors to manage their exposure.

Energy stocks continue to have long-term tailwinds, particularly some midstream names that are essential for transporting oil and natural gas. This week, Reiff explained why three energy ETFs that are focused on midstream names can deliver strong returns and income.

Articles by Jeffrey Neal Johnson

Jeffrey Neal Johnson recapped the explosive IPO from SK Hynix (NASDAQ: SKHY). Putting aside the wild ride in the stock price, Johnson reminded investors why they should be excited. The company and others in the HBM market are still at the beginning of a multi-year supply shortage in the memory market.

PayPal Inc. (NASDAQ: PYPL) has been unloved by investors, but it’s attracting the attention of private equity firms. Johnson wrote about the proposed $53 billion acquisition by Stripe and Advent International. The deal is being met with resistance, but Johnson explained why it may force investors to reprice PYPL based on the company’s turnaround efforts.

The biotech sector can rattle the nerves of even highly risk-tolerant investors. This week, Johnson explained how a failed Phase 3 trial impacts large-cap and small-cap biotechnology stocks differently, and why competitors just got a tailwind.

Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet

Submitted by Jeffrey Neal Johnson. Article Published: 7/15/2026.

As artificial intelligence (AI) models scale, they eventually run into a hard physical limit. Modern data centers still rely on traditional copper wiring to connect servers and graphics processing units. The problem is simple: Copper generates intense heat, consumes substantial power and struggles with latency when moving terabytes of data over long distances.

As frequencies rise to handle larger data loads, copper suffers from severe signal attenuation, meaning the data literally degrades in transit. The industry urgently needs a structural upgrade to the highway if it wants to keep pace with modern AI training algorithms.

Silicon Photonics: The Light-Speed Solution

The quietest monopoly in energy (Ad)

One company has spent 60 years developing an energy source the International Energy Agency estimates at 140 times global electricity demand - with zero competition.

Last year, their crew drilled in 16 days what the government projected would take 64. Now Google has a 15-year deal locked in, Bill Gates has committed $100 million, and the Pentagon has made it a top priority. On August 18th, a new Washington policy adds another advantage rivals cannot match.

See the full story behind the 60-year energy monopoly

That underlying physical limitation is why shares of Tower Semiconductor (NASDAQ: TSEM) recently rose more than 13%.

The market is aggressively repricing the specialty foundry after management announced a $3 billion dual-track expansion in Japan.

The target is silicon photonics and silicon germanium, the optical technologies needed to replace copper in next-generation AI data centers.

By addressing the hyperscaler data-transfer bottleneck, Tower Semiconductor aims to move from a legacy analog manufacturer to an indispensable node in the AI infrastructure supply chain.

Fast Lane Expansion: Repurposing Fabs for Speed

Building semiconductor fabrication plants requires substantial capital, which typically terrifies investors wary of balance-sheet bloat. Tower Semiconductor found a strategic way to subsidize its ambitions. The Japanese government, through the Ministry of Economy, Trade and Industry, is providing a $1 billion grant to support domestic semiconductor supply chain resilience. That backing effectively absorbs one-third of the financial burden for a large-scale capacity expansion.

The expansion operates on two parallel tracks to maximize speed to market. Track one involves repurposing the existing Arai facility, Fab 6, for 300mm silicon photonics and advanced packaging. Transitioning from older 200mm technology to 300mm wafers dramatically improves unit economics by allowing more chips to be produced per wafer. Management expects this site to reach full production readiness by the fourth quarter of 2027. Repurposing an existing plant also bypasses the lengthy regulatory and construction delays usually associated with new builds.

Track two is a greenfield project. Tower Semiconductor is constructing an entirely new 300mm manufacturing facility adjacent to Fab 7 in Uozu. While the Arai facility bridges the near-term supply gap, the new Uozu site is designed to meet long-term hyperscaler demand and should become highly accretive to earnings by 2029. With these two facilities coming online, Tower Semiconductor updated its 2028 operating model, projecting $3.6 billion in annual revenue and $1.2 billion in net profit.

First-Mover Advantage on the Photonic Freeway

You can build the physical capacity, but you still need underlying demand to justify the expense. The data suggests that demand is already here. Customers are so eager for optical components that they are fronting cash to secure future production slots. Tower Semiconductor recently secured $1.3 billion in silicon photonics contract deliveries for 2027. Even more telling, the foundry received $290 million in customer prepayments.

In the traditional foundry business model, prepayments of this size are rare. They indicate severe supply scarcity. Major fabless design partners and hyperscalers recognize that optical input and output technology is the only viable path to scale AI inference models. Silicon photonics integrates miniature lasers directly onto silicon dies to transmit data via light pulses, essentially eliminating heat generation and dramatically reducing power consumption while multiplying bandwidth.

While competitors are still developing their own optical foundry services, Tower Semiconductor has already shipped more than 5 million coherent photonic integrated circuits in partnership with major designers, including Marvell (NASDAQ: MRVL). This execution gives Tower Semiconductor a distinct first-mover advantage that is difficult for legacy peers to replicate quickly.

Paying the Toll: Margins, Multiples and Macro Risks

Recognizing a structural shift in the physical economy is only half the battle. Investors should also consider the company's valuation and the near-term macroeconomic environment. Following the recent rally, Tower Semiconductor trades at a trailing price-to-earnings ratio of more than 120 and a forward price-to-earnings ratio near 85. Legacy foundry peers rarely command these types of multiples.

The market is pricing Tower Semiconductor as a pure-play on AI hardware. When a stock trades at a premium multiple, the company must execute flawlessly. Any delays in the 2027 Arai facility ramp could trigger sharp multiple contraction as impatient capital rotates out.

Investors should also account for near-term margin compression as heavy capital spending cycles inevitably pressure free cash flow. Depreciation on new equipment will weigh on the income statement, and investors should expect gross margin pressure over the next several quarters as Tower Semiconductor deploys cash to retrofit the Arai facility. Ahead of the upcoming earnings report on Aug. 4, implied volatility on near-term options has spiked, indicating aggressive speculative flow that long-term investors should navigate carefully.

Investors should also factor in regional currency risk. Shifts in Bank of Japan monetary policy could strengthen the Japanese yen, which would raise local construction and labor costs and potentially erode part of the benefit of the government subsidy.

The Optical Supercycle Is a Structural Leap

Investors are watching a fascinating evolution in fundamentals. A business historically known for analog components is successfully front-running the hardware shift from copper to optical interconnects. The low short interest, currently at just 2.26% of the public float, suggests that institutional bears are unwilling to bet against this valuation expansion. Executives are keeping their equity positions tight, with almost no insider selling over the trailing 12 months.

The long-term thesis is robust and supported by binding contracts and sovereign subsidies. The transition from a legacy foundry to a top-tier optical networking player offers a unique derivative angle on the broader artificial intelligence buildout.

Investors looking to diversify their AI exposure away from crowded software developers or graphics processor designers may find this optical pivot compelling. More cautious investors may want to track free cash flow margins and capacity utilization rates in upcoming quarterly reports to confirm execution of this strategic roadmap before establishing a full position.