Sell Tesla, Buy the New King of FSD Cars









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Editor's Note: If you don't know Marc Chaikin, he's a living Wall Street
legend that famous investors like Steve Cohen owe a huge debt of gratitude to
for helping them build billion-dollar businesses. He's even been nicknamed "The
Billionaire Maker." So, when he comes out with a new stock recommendation, I
pay attention. The one below is so promising, I had to share it with you today.
And if you click any of the links in Marc's e-mail below,you'll get the name
and ticker of the company he's pounding the table on absolutely free.
<[link removed]>



Dear Reader,



In 2023, my system flashed bearish on an automotive company virtually no one
had yet heard of.



Soon after, the stock crashed 35%.



But today, that stock's outlook has made a full 180-degree turnaround.



Check it out:

<[link removed]>



My system now rates this company "Very Bullish,"
<[link removed]> with extremely high marks across the
most critical factors in my stock analysis.



Because the very same company my system warned about in 2023 just formed a
groundbreaking partnership with the king of AI, Nvidia.



See, Nvidia has built what is essentially the brains of the AI-powered cars of
the future.



But getting that brain inside vehicles and operating safely is an enormously
complex job.



That's precisely the job that went to this company. (Get the name and ticker
FREE right here.. <[link removed]>)



That partnership basically hands this barely-known company the keys to the
self-driving kingdom on a silver platter.



So, if you want to benefit from a company quickly becoming the center of the
massive autonomous-vehicle trend, forget Tesla andget this stock's ticker
before it becomes a household name... <[link removed]>



Sincerely,



Marc Chaikin
Founder, Chaikin Analytics



P.S. Autonomous cars are the future, and too many people make the mistake of
thinking Tesla stock is the best way to profit. Not even close!Watch right here
<[link removed]> where I compare Tesla side by side
with the company I'm talking about above and you'll see why it’s time to dump
Tesla andbuy this stock instead. <[link removed]>

Full Details Here > <[link removed]>

 


Explore Today's Market News from Behind the Markets:

Amazon's Cloud Just Grew the Fastest in 18 Quarters. Apple Set a Record and
Got Sold.

- Amazon Web Services revenue grew 37% year over year to $42.2 billion — its
fastest growth in 18 quarters, against analyst expectations of roughly 31% —
reaching a $169 billion annualized run rate

- Amazon's total net sales rose 20% to $200.6 billion versus $196.4 billion
expected, with operating income up 43% to $27.5 billion and advertising revenue
up 26% to $19.8 billion

- CEO Andy Jassy raised 2026 capital spending guidance from $200 billion to
$220 billion — an extra $20 billion — and the stock rallied anyway - Apple
posted a June-quarter record: $109.4 billion revenue (up 16%), EPS of $2.02
against $1.89 expected, net income up 27% to $29.8 billion, and a 50.1% gross
margin. Shares fell as much as 6% after hours on below-consensus September
guidance blamed on memory and chip shortages

- Thursday's rebound was broad: Dow +613.92 to 52,208.06, S&P 500 +121.48 to
7,437.63, Nasdaq +679.24 (+2.78%) to 25,122.18, snapping a six-day losing streak

Thirty-Seven Percent

For most of this year the bear case on cloud computing was deceleration. The
hyperscalers were spending unprecedented sums on data centers, and the growth
rates they were buying with that money were flattening. Amazon Web Services
grew 28% last quarter. Wall Street modeled roughly 31% for this one.

AWS delivered 37%.

That is not a beat at the margin. It is the fastest growth AWS has produced
in 18 quarters — since 2021 — from a business now running at a $169 billion
annualized rate. Acceleration at that scale is difficult to explain away as a
one-off, and it arrived one day after Microsoft reported Azure accelerating to
43% when the Street expected 40%.

Two of the three largest cloud businesses on earth just posted accelerating
growth in the same week, after eighteen months of investors being told the
opposite was inevitable.

Amazon Asked for $20 Billion More

The rest of Amazon's quarter was strong in the places that matter. Net sales
rose 20% to $200.6 billion, ahead of the $196.4 billion consensus. Operating
income climbed 43% to $27.5 billion. The advertising business — the quietest
compounding machine in the company — grew 26% to $19.8 billion.

Reported earnings per share came in at $5.75 against expectations near $1.82,
but that headline figure is inflated by substantial non-operating gains and is
not a clean comparison. The operating income line, up 43%, is the number to
anchor on.

Then Jassy raised full-year capital expenditure guidance from $200 billion to
$220 billion.

Consider what would have happened to that announcement a week ago. Meta
raised capex guidance on Wednesday and lost 9% of its value. Amazon raised
capex guidance on Thursday and rallied. The difference was not the spending. It
was that Amazon showed the revenue arriving alongside it, and the market has
abruptly started charging companies for the difference.

Apple's Record Wasn't Enough

Apple's quarter was, by any historical standard, excellent.

Revenue reached $109.4 billion, up 16% year over year and a June-quarter
record. Net income rose 27% to $29.8 billion. Diluted EPS came in at $2.02, up
29%, against a $1.89 consensus. Gross margin held at 50.1%. Mac revenue jumped
29%.

The stock fell as much as 6% in extended trading.

Two things did the damage. Services revenue — the highest-margin, most-valued
part of the business — came in short of forecasts. And the September-quarter
outlook landed below consensus, with management pointing at component supply
constraints. Specifically, memory.

That is the same shortage Samsung warned this week could persist into 2028.
Apple is now the largest and most visible company to publicly guide its own
revenue lower because it cannot get enough memory chips. What began as a
semiconductor story has become a consumer-hardware margin story, and the
industrial plumbing underneath the AI build-out keeps mattering more than the
software on top of it.

Apple also carried a 22.7% year-to-date rally into the print. Good results
that are already priced tend to be sold.

Tim Cook's Last Quarter

This was Tim Cook's final earnings report as chief executive of Apple.

He inherited a company worth roughly $350 billion in 2011. Three days before
this report, Apple briefly touched a $5 trillion market capitalization — only
the second company in history to do so. Whatever the market thinks of the
September guidance, that is the arc of the tenure.

His successor inherits a different problem than the one Cook spent fifteen
years solving. Cook's genius was supply chains. The company he is handing over
is one whose supply chain is now the constraint on its earnings, in a component
market where the sellers have the leverage for the first time in two decades.

What Lands Next

Thursday's reversal was powerful and narrow. The Dow rose 613.92 points to
52,208.06, the S&P 500 gained 121.48 to 7,437.63, and the Nasdaq jumped 2.78%
to 25,122.18, ending a six-day losing streak. The Nasdaq-100 rose 3.4%.
Microsoft alone added more market value in a single session than any company in
history.

But the bond market did not participate in the optimism. Long-dated Treasury
yields pushed to fresh multi-year highs even as equities rallied, with the
30-year near 5.23% — a 19-year peak — and the 10-year climbing to its highest
level since January 2025. Brent crude settled at $90.12, on track to finish
July up more than 20%.

Three of the four largest AI spenders have now reported, and the market's
verdict is unambiguous: it will fund enormous capital programs, but only for
companies that can show the revenue in the same quarter. That is a far narrower
gate than the one that existed a month ago, and the capital-intensity question
is no longer theoretical.

The question for August is whether rising yields eventually make that gate
narrower still.

Continue Reading →
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