Dear Reader,

I hope you have enjoyed the relative stability of the stock market during first half of 2026 to the fullest.

Because two massive economic forces are colliding in real-time, and the result is set to upend everything we thought we knew about investing.

The first force: We're living through the fastest rate of technological change in human history. AI isn't just disrupting a few tech companies — it's threatening to make the world we know unrecognizable in just a few years.

The second force: Trade relationships and peace deals that have held our global economy together for decades are hanging by a thread. If that thread breaks, we're looking at an era of chaos that will make 2008 look like a minor correction.

I call what's coming The Age of Chaos.

And almost no one I talk to is prepared for it. Not yet anyway.

The Age of Chaos isn’t just another market cycle where you will eventually see the light at the end of the tunnel.

The Age of Chaos is a fundamental reshaping of the economic order. And when the dust settles, we'll be managing our money in a completely different investment landscape.

The wealth transfers will be historic.

People who are wealthy today could be penniless when this decade ends. While those who position themselves correctly right now could build massive wealth.

The great restructuring of the stock market is already happening:

Reliable, household-name companies that fund managers have loved for years are getting crushed in 2026:

• Intuit: -57%
• Boston Scientific: -49%
• Tractor Supply: -40%

Meanwhile, a surge of dynamic companies positioned for this new world are exploding higher:

• Sandisk: +573%
• Rackspace: +444%
• Atomera: +262%

This isn't random market volatility. This is the beginning of an irreversible economic division that's just getting underway.

And here's the uncomfortable truth:Many of the companies that could fail in The Age of Chaos may already be sitting in your portfolio right now.

Names that have seemed untouchable throughout history. Names that every "expert" tells you to buy and hold forever. Names that could rob you of your hard-earned savings if you don't act soon.

But I didn't reach out to you today to spread doom and gloom. I wrote because there's a way to protect yourself and potentially profit from what's coming.

It starts with understanding which companies are on the brink right now... and which are positioned to thrive in The Age of Chaos.

I'll show you the names and tickers of specific companies I believe you should sell before they crater, including some that might shock you. These aren't fly-by-night operations. These are companies that have been market darlings for years – and are still overweight in many investors’ accounts.

More importantly, I'll share the names and tickers of the companies you can upgrade to that could multiply your money in the coming months. Companies that aren't just surviving this transformation but driving it.

For instance, while everyone's focused on whether Tesla will get a much-needed lifeline from Space X, I've identified a little-known company that was just tapped as Nvidia's self-driving partner, already putting them miles ahead of Tesla in the autonomous driving race. (Get the ticker FREE here.)

I've also got details on what could be the biggest megadeal in the AI space this year – a potential rupturing of the company referred to as "the unseen winner of the AI race." This company could soon split up into three of the hottest new AI stocks of 2026. If it does, all you have to do to automatically get shares in all of them is buy this stock NOW. It's a once-in-a-blue-moon opportunity you do not want to let pass you by.

I'm giving away all of this analysis completely freein this broadcast. No membership required. No credit card. Just the unvarnished truth about what I see coming and how to position yourself for it.

The Age of Chaos isn't something that might happen. It's already underway.

Knowing the names and tickers of these stocks could mean the difference between winning and losing in the months ahead.

Stream my free presentation today right here– and get all my carefully selected buys and sells now.

Sincerely,

Marc Chaikin
Founder, Chaikin Analytics

Analog Devices’ AI Pivot Could Push Shares to Fresh Highs

Authored by Thomas Hughes. Originally Published: 8/20/2026.

Analog Devices' (NASDAQ: ADI) stock price could reach fresh highs in 2026 and continue trending higher, driven by its fiscal Q3 earnings release and guidance. The results and outlook were robust, affirming the trends already in place, strengthening analyst sentiment, and pointing to further momentum in the coming quarters.

The key takeaway is that results are being driven by broad-based demand for the company's analog semiconductor solutions—and that demand is strengthening. This demand is tied to AI, which remains in the early stages of its build-out and adoption.

While the data center business is driving strength for Analog Devices today, the Industrial segment is also performing well, and all segments are expected to remain strong well into the future. The AI boom has unleashed a global semiconductor supercycle, and it still has years to play out.

The initial data center buildout is still underway and is not expected to be completed until 2028 or 2029, while the second wave is about to begin, underpinned by Advanced Micro Devices' (NASDAQ: AMD) MI450 and the Helios rack release. Beyond data centers, autonomous vehicles and the internet of things (IoT) are key business drivers. Demand in these areas is substantial and growing, gaining momentum in 2026 and likely accelerating in the coming years as the technology advances and adoption increases.

Analog Devices Builds Momentum in Q3 2026

Analog Devices had an excellent quarter, with growth outperforming consensus estimates on both the top and bottom lines. Revenue of $4.02 billion grew nearly 40% year over year, outperforming estimates by approximately 200 basis points (bps), with double-digit growth in nearly all segments. Communications led with an 84% year-over-year (YOY) increase, underpinned by data center demand, followed by a 53% increase in Industrial, a 16% increase in Automotive, and a 6% gain in Consumer.

Catalysts for higher share prices include margin expansion driven by operational improvements and increasing revenue leverage. Key details included hundreds of bps of improvement at the gross and operating levels, along with accelerated earnings growth. Adjusted earnings per share grew 68%, compared with the nearly 40% top-line gain, outperforming expectations by more than 320 bps. That strength carries through to the company's guidance.

Guidance provides a dual catalyst: It is better than expected but likely conservative. With NVIDIA (NASDAQ: NVDA) cementing demand and derisking the outlook by securitizing GPUs, Advanced Micro Devices delivering MI450s at scale, and IoT and autonomous vehicles gaining traction, Analog Devices is more likely than not to continue building momentum.

Analysts' Trends Strengthen After ADI Updates Guidance

Analysts' trends were bullish leading into the Q3 release and strengthened afterward. Early updates included reaffirmed price targets at the high end of the expected range, validating the Moderate Buy rating. The consensus target of $441 implies approximately 15% upside, while the high-end target implies 20% upside. Commentary has focused on business breadth, margin improvement, and the possibility that guidance may have been conservative.

Institutional trends align with the thesis for higher share prices and limit Q3 risk. Institutions own more than 86% of the stock and have been accumulating shares aggressively. The trailing 12-month (TTM) accumulation-to-selling ratio is above 5-to-1, with buying ramping in early Q3 to a strong multiyear high just before the report was released. The likely outcome is continued accumulation, potentially accelerating as the year progresses, driven by the company's fundamental strength and its impact on capital returns.

Investors Can Tap Into AI Cash Flow With Analog Devices

Analog Devices is a unique AI play because it is an established operating business with the capacity to deliver at scale—not a start-up or an investment in emergent technology. It is investing in growth while still generating positive free cash flow, improving its balance sheet, and returning capital to investors. Capital returns include dividends and share buybacks, with the dividend yielding about 1.2% and buybacks reducing the share count by 1.5% compared with the first half of 2025. Looking ahead, investors can expect the company to continue making these payments and reducing its share count, including through annual distribution increases. The company is on track to achieve Dividend Champion status, which could serve as a catalyst for future price action.

Analog Devices' biggest risk this year is valuation. Trading at 30 times current-year earnings, the stock is highly valued—about twice its typical range. However, that valuation reflects a robust growth trajectory that has, so far, proven conservative.

Analog Devices' price-to-earnings (P/E) multiple could fall to the mid-teens by 2030, setting the stage for significant stock price gains over time. What the market has not fully recognized is that Analog Devices has transitioned from a legacy analog chipmaker into an AI-critical infrastructure play. Its importance lies in power control, multiphase switching, and optical circuit switching—functions without which AI cannot operate.