No longer a prediction. Prepare yourself



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Sunday, August 2, 2026 • Daily Market Alert

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I wish this wasn’t the case…



But it’s happening, exactly as I predicted.
<[link removed]>



I first warned my readers of this threat months ago. Many disregarded it.



Now it’s accelerating and unless you prepare now you could be blindsided by an
event two Nobel Prize winners have warned of… an event that you cannot ignore.



The clock is ticking. Just take a look:
<[link removed]>



In a single month, March of this year, U.S. employers announced 60,620 job
cuts. That's a 25% jump from February. And one force was named as the reason
why.



Then the floodgates really opened.



Meta announced it's laying off roughly 8,000 employees – 10% of its workforce
– and quietly killing another 6,000 unfilled roles.



The same week, Microsoft offered "voluntary separation" to 7% of its U.S.
workers — more than 8,500 people.



Translation: quit on your terms, or we'll fire you on ours.



And they're not alone. Not by a long shot.



Amazon cut 16,000 corporate jobs… Block cut 40% of its workforce…. Salesforce
eliminated 44% of its support team... Oracle is reportedly axing up to 30,000
roles.



IBM, Snap, Pinterest, Klarna… the list grows by the week.



Almost 80,000 tech jobs evaporated in the first three months of 2026 alone.



Although most people think this is about AI… it’s not. The story goes far
deeper and is far more consequential. It’s something that I’ve been warning off
for months now.



And I’m not the only one.



Two Nobel Prize winners have warned of this Final Displacement
<[link removed]>.



Because they know, as I do, this event could trigger a once-in-a-generation
wealth shift.



A transfer of wealth that’s already begun with Goldman Sachs estimating 12,400
Americans are being financially destroyedevery day… while others grow richer
than ever before.



Which side you’re on could depend on what you do next.



Because for those who understand what’s unfolding, this could be one of the
greatest wealth-building phenomena of their lives.



But for those who bury their head in the sand… this force threatens to wipe out
years of investment returns and could even destroy their financial future.



Here’s the full story for you. <[link removed]>

<[link removed]>

26 years ago, I started telling friends, family, and anyone who would listen
about an unprecedented societal shift that was barreling down on us.



I’d discovered that a new technology was about to unleash massive, almost
unimaginable, changes. I likened the impact to the railroad boom, the
Industrial Revolution, and the rise of personal computing.



At the time, I was working as an investment analyst for an elite research
group, but my colleagues and bosses refused to listen to me.



No matter what I said, they simply would not acknowledge the sands shifting
beneath their feet.



The legendary Dr. Kurt Richebächer – one of the world’s leading Austrian
economists – even called me and my ideas “radical.”



But I was certain this new technology would trigger a transformation that was
simply unfathomable to most people… and those on the frontier could reap
financial returns unlike any the world had ever seen before.



So, I decided to put my entire career – not to mention every cent I had – on
the line to spread the story myself.



I left my job as a research analyst… went home to my third-floor apartment in
one of Baltimore’s worst neighborhoods… and with a borrowed laptop, I wrote my
first financial prophecy.



And in an investment paper that’s now been read by more than one hundred
thousand people…



I explained how the endless miles of new fiber optic cables being laid was
creating a new railroad across America.



And that this new “railroad” was going to upend the telecommunications
industry and pave the way for a new internet economy.



I also warned it would decimate some of America's most dominant companies like
AT&T.



At the time, this was an outlandish idea, with analysts calling AT&T
“dominant”, “unstoppable”, and “the giant that no other company can topple.”



But those who were willing to open their minds to my so-called “radical” ideas
were not only able to sell these companies before they collapsed…



They also had the chance to get in early on the firms that would go on to
command this new internet economy:



Amazon, Adobe, Qualcomm, SunMicrosystems, Uniphase, Texas Instruments… These
are household names now, but when I first recommended them in the late 90s,
they were complete unknowns.



Since then, I’ve issued a number of other financial prophecies, many of which
have come to pass precisely as I predicted.



But today, I’m stepping forward with a new exposé
<[link removed]> that I believe could surpass anything
I’ve ever done…



It’s an investigation into what I call The Final Displacement… and I don’t
think we will ever again see a story that rivals the magnitude of this during
my lifetime.



I’m not talking about AI… quantum computing… augmented reality… the
blockchain… or anything else you might be thinking of.



No. This is far bigger than them all. In fact…



It’s the cornerstone that all our recent technological innovations have been
built upon and the future will be built upon too.



Yet you’ve likely never heard of it before.
<[link removed]>



Outside of the labs in the world’s most prestigious universities and tech
companies, almost nobody has.



But those who have… those who can see the writing on the wall… they’re
investing billions of dollars, as they know this will transform everything.



Marc Andreessen… Ben Horowitz… Elon Musk… Jeff Bezos… Mark Zuckerberg…Jensen
Huang… Bill Gates… the list goes on and on.



They know, as I do, that in a few years from now, we will not recognize the
world we live in.



How we work, live, communicate, transact… it will all be completely upended by
what’s coming next.



Today, I’m going to share it all with you… and I promise you’ve never heard
anything like this before <[link removed]>.



You see, despite the magnitude of this story, nobody is openly and freely
discussing this turning point. And that deeply concerns me, because I believe
its emergence will draw an indelible demarcation line in society.



On one side, you’ll have those who understand it, invest in it, and who are
greatly enriched by it.



On the other side… you’ll have those who underestimate it, turn a blind eye
and are unfortunately impoverished by the sweeping changes it ushers in.



I know what side I’ll be on.



And I know what side I want you to be on.



So go here to watch my full investigation into this story
<[link removed]>.



Including the names of the companies to buy and sell if you want to capitalize
on the impending multi-trillion-dollar displacement.



Good investing,



Porter Stansberry

Full Details > <[link removed]>


Additional Reading from Daily Market Alerts:

Big Oil Just Had Its Best Quarter in Years. Here's What Investors Need to
Know.

While Wall Street spent most of the week obsessing over cloud computing and
AI spending, the oil patch quietly delivered some of the most spectacular
earnings results in years. On July 31, 2026, ExxonMobil (XOM) and Chevron (CVX)
reported a combined $26.50 billion in second-quarter profits — roughly three
times what both companies earned in the same quarter a year ago. The driver was
not a supply surplus or a booming economy. It was war.

The ongoing U.S.-Iran conflict has sent energy markets into a sustained
supply shock. Global refining capacity has fallen roughly 9% due to war-related
disruptions, tanker routes have been rerouted, and crude inventories have been
drawn down faster than producers can replenish them. International oil prices
averaged $96.41 per barrel at Chevron during the quarter — up 64% from the same
period last year. The result: record or near-record profits at every major
Western oil company.

ExxonMobil: Doubling Profits Despite a 10% Production Loss

ExxonMobil's Q2 2026 results were remarkable for a specific reason: the
company nearly doubled its profits even while losing approximately 10% of its
upstream production due to Middle East disruptions. Net income came in at
$14.88 billion, more than 110% higher than the $7.10 billion earned in Q2 2025.
Reported EPS was $3.48, and adjusted EPS was $3.52 — slightly below the $3.60
analyst consensus, as scheduled maintenance costs weighed on refining results.

Revenue reached $114.53 billion for the quarter, with an operating margin of
16%. The cash generation was exceptional: operating cash flow hit $23.56
billion and free cash flow was $17.20 billion. ExxonMobil returned $9.40
billion to shareholders in the quarter, split between $4.30 billion in
dividends and $5.10 billion in share repurchases. Even with the production hit
from the Iran conflict, Exxon produced 4.5 million barrels of oil equivalent
per day — a strong operational result given the disruption.

The miss on EPS relative to consensus was narrow and largely explained by
one-time maintenance costs. Refining profits of $4.10 billion still hit a
four-year high, and management noted that diesel production hit a quarterly
record. Excluding the maintenance items, the underlying business performed at
historically strong levels.

XOM shares dipped 0.85% on July 31 to $155.63, likely reflecting the slight
EPS miss relative to elevated expectations rather than any fundamental problem.
The stock sits at a P/E of 24.36, with a 52-week range of $105.53 to $176.41
and a market cap of $645.08 billion. Of 17 covering analysts, 64.7% rate it a
Buy. The average price target is $170.82, with a street-high of $185.00 —
implying roughly 10% to 19% upside from current levels.

Chevron: Highest Quarterly Profit Ever Recorded

Chevron's quarter was an outright blowout. Net income reached $12.21 billion
— nearly 390% higher than the $2.49 billion earned in Q2 2025, and the highest
quarterly profit in the company's history. Adjusted EPS of $6.06 beat the Wall
Street consensus of $5.56, a clear positive surprise. Revenue was $67.20
billion, and operating cash flow hit $22.63 billion.

The upstream segment — crude oil and natural gas production — generated $8.20
billion in earnings, up roughly 200% from a year ago. Downstream earnings,
covering refining and marketing, reached $4.90 billion, the highest level since
the early part of the decade. Chevron produced 4.1 million barrels of oil
equivalent per day, up from 3.9 million in Q1 2026, partly reflecting the
contribution of Hess assets that came into the portfolio following the
acquisition completed in July 2025.

Chevron's board declared a quarterly dividend of $1.78 per share, payable
September 10, 2026, maintaining the company's long streak of dividend growth.
CVX shares rose 2.54% on July 31 to $197.19. The stock trades at a P/E of 30.11
— reflecting the market's expectation that elevated energy prices persist — and
the 52-week range runs from $146.49 to $214.71. The market cap stands at
$392.72 billion.

Analyst sentiment on CVX is slightly more bullish than on XOM. Of 12 covering
analysts, 66.7% rate it a Buy or better. The average price target is $217.50,
with a median of $220.00 and a street-high of $242.00 — representing 10% to 23%
upside from Friday's close. Bank of America raised its price target to $227.00
on July 28, citing the strength of refining margins and Chevron's expanded
production base.

The Bigger Picture on Energy

What makes both stocks interesting right now is the combination of elevated
profits, strong dividends, and sustained geopolitical risk premium in crude
prices. The Iran conflict has not shown signs of resolution, refining capacity
is slow to recover, and global energy demand continues to grow. Both XOM and
CVX generate enough free cash flow at current oil prices to sustain dividends,
buy back stock aggressively, and fund future production growth simultaneously.

For investors who want energy exposure, the contrast between the two is
straightforward: Exxon is slightly cheaper on a valuation basis and offers more
operational scale, while Chevron is delivering cleaner earnings beats and
benefits more directly from the Hess production addition. Both are in a rare
position — record profits, strong balance sheets, and a macro tailwind that has
no clear end date.

Continue Reading →
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