Dear Reader,

Alexander Green has identified six specific stocks that could soar under Trump's economic plan.

They span three of the biggest economic forces rapidly reshaping America right now:

• Artificial intelligence
• American manufacturing and robotics
• The energy infrastructure needed to power it all

Why these six?

Because Alex believes Trump's pro-growth agenda could collide with a breakthrough American technology and create a boom unlike anything we've seen in generations.

Bill O'Reilly recently sat down with Green to examine that claim, including why a second Trump term could dwarf the first and how ordinary investors might prepare.

Their full conversation is now available in a free video called “The Return of the American Dream.”

[Click here to watch and discover details on the six stocks.]

Good investing,

Rachel Gearhart
Publisher, The Oxford Club

P.S. Alex spotted Apple before the iPhone, Netflix before streaming became mainstream, and Nvidia years before the AI boom.

[See details on the six companies he has identified today.]

Western Digital’s Earnings Will Test Whether Its AI Rally Has More Room

Written by Sam Quirke. Publication Date: 7/28/2026.

Few stocks capture the euphoria and anxiety surrounding the artificial intelligence (AI) storage boom quite like Western Digital Corporation (NASDAQ: WDC). Through the middle of last month, the stock had been one of the market's standout performers of the year, riding relentless demand for data storage to enormous gains. Yet the past few weeks have been a sharp reminder that nothing goes up in a straight line.

Shares have fallen around 40% from June's high as the broader AI trade has wobbled, with investors growing nervous that elevated valuations across the storage and memory space may have gotten ahead of themselves. Even after that drop, however, Western Digital shares remain significantly higher for the year to date, which neatly frames the question facing investors today.

Musk signed a massive deal with this $5 stock (Ad)

Tesla just signed a six-year supply agreement with a small nickel producer trading around $5 a share. The company controls what may be the most important domestic nickel operation in the U.S., backed by government support and a legendary mining billionaire.

One of the world's largest mining companies is already working alongside it, yet Wall Street has barely noticed. Dr. Mark Skousen says he's already put his own money into 10,000 shares.

See the overlooked nickel stock behind Tesla's supply deal

With the company due to report earnings on Aug. 5, is this pullback a chance to buy one of the AI theme's biggest winners at a discount, or a warning that the storage rally is finally running out of road?

Western Digital’s Bull Case Still Starts With AI Storage Demand

Let's start with why the stock ran so hard in the first place. Western Digital sits at the heart of one of the most powerful supply-and-demand imbalances in technology today. The explosion of AI infrastructure has sent demand for high-capacity storage soaring, while supply has remained tight, giving manufacturers like Western Digital significant pricing power.

That dynamic has been evident throughout the business. Revenue has been growing rapidly year over year, while the company has generated enough cash to hike its dividend and buy back a meaningful amount of stock.

Wall Street Has Not Given Up on the AI Storage Trade

The analyst community has clearly taken note, with Morgan Stanley recently raising its price target to $650 and arguing that conservative margin guidance leaves ample room for another beat. Citigroup also refreshed its price target at $800 earlier this month. With that target implying nearly 40% upside, it's easy to see why Western Digital has a consensus rating of Moderate Buy.

Crucially, the tailwinds driving these bullish updates all appear durable. Data center capital spending is projected to keep climbing for years to come, driven by the same AI buildout that has powered the storage rally so far. The thinking is that if this demand holds, Western Digital's pricing power should hold with it.

Earnings Will Test the Margin Story

That makes the upcoming earnings report an important test. The most closely watched number will be gross margin, which has become the clearest signal of whether the company's pricing power is still expanding.

Management has provided guidance for a healthy gross margin, and any indication that the company is exceeding that figure or raising its guidance would go a long way toward confirming the bull case. Continued expansion would tell investors that the tight-supply story remains intact and that the recent sell-off was little more than sentiment-driven noise. On the other hand, a softer reading would give the bears exactly the ammunition they have been looking for.

Beyond margins, investors will also listen closely to what management says about pricing and supply heading into the back half of the year. In a story built almost entirely on the supply-demand imbalance, any hint that the imbalance is beginning to ease would matter far more than the headline revenue and earnings figures.

Valuation Still Leaves Little Room for Error

For all the strength in the underlying dynamics, the bears have some legitimate points, and none is stronger than Western Digital's valuation. Even after the recent pullback, the stock still trades at a meaningful premium to both its historical averages and its sector peers.

When a stock enters an earnings report still priced so richly, the room for error is minimal. Any disappointment, even if the results themselves are still solid, can be punished quickly.

Investors Have to Decide How Much Risk to Take Before Earnings

This makes it hard to ignore the risk-reward profile after such a sell-off, especially with the analyst community remaining so bullish and targets rising even as the stock has fallen in recent weeks.

If demand proves as durable as the bulls believe, a 40% pre-earnings pullback could end up looking like a golden entry opportunity in hindsight. For investors who believe the AI buildout is still in its early innings, buying quality on weakness has tended to pay off throughout this cycle, and it could be a smart move to consider again now.

These 3 AI Winners Don’t Sell the Tech—They Use It

Written by Nathan Reiff. Publication Date: 7/27/2026.

As the AI industry remains in its early stages, investors have understandably focused on companies at the center of the space: firms that build the hardware and infrastructure necessary to run AI systems, for example, or those that build and power data centers.

Many large, well-established companies don't need to be part of this foundational aspect of AI to reap its benefits, however. Instead, these firms can use AI to reduce costs, increase revenue, improve customer retention, and more. In this landscape, companies outside the tech sector may be positioned to benefit from AI even without directly developing or selling the technology, particularly if they possess valuable proprietary data or large customer bases. Below are some of the invisible AI companies using and benefiting from the technology without making or selling it.

Intuit's Integration of AI Continues to Drive Growth and Cost Savings

Musk signed a massive deal with this $5 stock (Ad)

Tesla just signed a six-year supply agreement with a small nickel producer trading around $5 a share. The company controls what may be the most important domestic nickel operation in the U.S., backed by government support and a legendary mining billionaire.

One of the world's largest mining companies is already working alongside it, yet Wall Street has barely noticed. Dr. Mark Skousen says he's already put his own money into 10,000 shares.

See the overlooked nickel stock behind Tesla's supply deal

A maker of bookkeeping, tax preparation, and other financial software, Intuit Inc. (NASDAQ: INTU) has successfully embedded AI into existing products such as TurboTax and QuickBooks. This allows users to more easily categorize expenses, draft invoices, generate financial forecasts, and more. For data-heavy financial processes like those Intuit supports, the boost provided by AI can be significant.

The company is entering the second half of 2026, as well as the final quarter of its fiscal year, on strong financial footing. Revenue increased 10% year over year (YOY) last quarter, while non-GAAP earnings per share (EPS) also rose, with both the top and bottom lines beating guidance. Management recently raised its full-year outlook for both metrics. AI has also helped Intuit reduce its workforce by 17% in the last quarter, simplifying operations and reducing costs. The resulting savings are expected to support both bottom-line and margin growth.

Intuit is a compelling Moderate Buy, given its anticipated 15% earnings growth in the coming year and its low debt-to-equity ratio of 0.3. The company has increased its dividend for more than a decade and currently pays a healthy yield of 1.70%.

Behind-the-Scenes AI Boosts Walmart's Deliveries, Operations, and Shopping Experiences

Multinational retail giant Walmart Inc. (NASDAQ: WMT) benefits from AI in ways that are less visible to customers but still highly effective at reducing costs and improving efficiency. Retailers like Walmart use AI to predict demand, reduce inventory shortages, limit food waste, optimize deliveries, implement dynamic pricing, automate customer support, and more. From AI-first shopping experiences to assistive tools for associates, Walmart has embraced AI in numerous ways.

WMT shares have fallen roughly 9% over the last month and are also down slightly on a year-to-date (YTD) basis, as a price-to-earnings (P/E) ratio of nearly 38 continues to give some investors pause about the company's valuation. Still, its fundamentals are strong in several respects: last quarter, the company increased sales by almost 6% YOY on a constant-currency basis, while e-commerce sales climbed 26% YOY. Traffic, transactions, advertising, membership fee revenue, and margins are all growing quickly. AI has helped Walmart increase its delivery capacity and efficiency, with the company saying that more than 60% of U.S. households can be reached in 30 minutes or less.

Despite the recent price dip and valuation concerns, analysts view Walmart very favorably: eight out of every nine analysts rating the company give WMT shares a Buy.

JPMorgan's AI Applications Can Cut Costs and Streamline Operations

As one of the world's largest banks, JPMorgan Chase & Co. (NYSE: JPM) generates an incredible volume of structured data. This makes the business well suited for AI-driven improvements, with areas ranging from fraud detection and credit underwriting to risk management, money-laundering monitoring, and compliance reviews all likely to benefit. In the compliance and operations areas alone, banks like JPMorgan spend billions of dollars each year; even modest cost reductions from AI could have a significant positive impact on profitability.

JPMorgan stands out among its rivals thanks to its record Q2 2026 results, which included both top- and bottom-line beats, as well as healthy loan and deposit growth. Net interest income climbed 9% YOY, aided by favorable rates and an average loan base of $1.5 trillion. One standout metric for the quarter was book value per share, which climbed 9% YOY to $133.01, distinguishing JPMorgan from its peers. With this in mind, JPM's Moderate Buy rating from Wall Street seems well deserved, even as shares have risen nearly 24% in a rally since late March.