Editor's note: President Trump just amplified a warning to millions of his followers and it points to gold soaring. And Dr. David Eifrig, a 40-year market veteran and former Goldman Sachs Vice President just shared his No. 1 gold recommendation to play it. Keep reading for all the details...

Dear Reader,

President Donald Trump just posted the most obvious signal yet about where to move your money.

Our president reposted an extraordinary warning from precious metals expert and former government advisor Jim Rickards on his own social platform, Truth Social.

This message warned that the November midterms, colliding with America's $40 trillion national debt, could unleash an extraordinary convergence of political and financial turmoil...

And send gold surging to $10,000 before the end of 2026...

With a $20,000 gold price "not out of the question."

One respected expert who's spent more than 40 years studying the markets agrees gold is heading higher... but he says this is only part of the story.

In fact, Dr. David Eifrig says an unusual financial plan is unfolding as we speak– one involving President Trump and two other key men from the highest levels of government.

This secretive plan (which has all been written out in black and white by a former advisor to Trump) could trigger the biggest gold bull run in decades.

Dr. Eifrig is pounding the table about his top gold recommendation that could 10x your money.

Everything you need to know is explained, free of charge, right here.

Regards,

Matt Weinschenk
Publisher & Director of Research, Stansberry Research

What Does Apple's TV Price Hike Say About Where the Stock Is Heading?

Reported by Sam Quirke. Originally Published: 9/2/2026.

A price increase on a television subscription might not seem like the sort of thing that could move the needle for one of the world's most valuable companies. Yet the increase Apple Inc. (NASDAQ: AAPL) pushed through last week, raising the cost of its Apple TV service and flagship Apple One bundle by up to 20%, speaks volumes about the strategy now driving the business—and, by extension, its stock.

The timing is interesting. Apple shares are up 20% so far this year and have been consolidating comfortably just below the all-time highs they set in July. Layered on top of that is the fact that the new CEO, John Ternus, formally takes the reins this week. Taken together, last week’s seemingly straightforward price hike offers a useful window into where the company—and its shares—might be heading next.

Squeezing More From the Ecosystem

Gold Is Hot. USAU’s CK Gold Story Could Be Heating Up Too! (Ad)

U.S. Gold Corp (NASDAQ: USAU) is moving its flagship CK Gold Project in Wyoming from permitting to potential construction. The fully permitted, shovel-ready site targets an 11-year mine life with about 85,000 gold-equivalent ounces of average annual production.

A March 2026 feasibility study modeled a $632 million after-tax NPV and 27% IRR at base-case prices, rising to roughly $1.37 billion NPV under a $4,500 gold spot scenario. USAU is now evaluating debt, equity, streaming and offtake options while targeting a construction decision as soon as late 2026.

Learn more about USAU's CK Gold Project and its next milestones

The price increases themselves are straightforward enough. The monthly cost of Apple TV climbs to just under $15, its annual plan jumps to $119, and the all-in-one Apple One bundle rises to nearly $22 a month. Taken individually, each increase is modest, but together they reveal a clear direction.

What makes the move so significant is what it says about Apple's pricing power. The company is confident it can charge its enormous customer base up to 20% more for the same services without sending customers running for the exits. For context, Apple TV's monthly price has tripled since it launched in 2019.

Underpinning that confidence is the sheer scale of Apple's ecosystem, with more than 1.5 billion paid subscriptions and an installed base of more than 2.5 billion active devices. Bundling services together, as the Apple One subscription does, encourages customers to sign up for more of them and makes it harder to leave, quietly boosting both loyalty and the average revenue generated from each user.

Why Services Hold the Key

To understand why any of this matters for the stock, you have to appreciate just how central services have become to the Apple story. Once a company defined almost entirely by the iPhone, Apple now leans heavily on a services division that has become its most important growth engine.

The numbers explain the enthusiasm. Services revenue hit a record of nearly $31 billion in the most recent quarter, up 12% year over year despite currency headwinds, with records across advertising, the App Store, music and video. Crucially, Apple's services unit is far more profitable than its hardware business, so every dollar earned there has an outsized impact on the company's bottom line.

This is the crux of the bull case. As rising memory and other component costs squeeze hardware profitability, a thriving, high-margin services business offers a powerful counterweight. Price increases like last week's feed directly into that engine, which is precisely why investors should pay attention.

The Other Side of the Coin

None of this is to say the path ahead is entirely smooth, and the more cautious voices have some fair points to make. For one, Apple's shares are hardly cheap, trading at a valuation that already assumes durable services growth, resilient iPhone sales and successful execution of an AI strategy that has many investors scratching their heads. That leaves little margin for error should any of those pillars wobble.

More immediate pressures remain, too. Rising memory costs are set to weigh on hardware margins for the foreseeable future, and there's obviously a limit to how far Apple can keep raising prices before price-sensitive customers begin to balk. Even the mighty services arm isn't immune, and its growth rate has cooled somewhat from the brisker pace it set earlier in the year.

Then there is the great unknown of AI. Apple has been notably more cautious in this space than its rivals, and questions linger over whether it can turn its AI efforts into tangible sales and services revenue. For John Ternus, the new leader who stepped in on Sept. 1, price increases like this one may buy some time, but proving Apple can hold its own in the AI age is likely to be the defining challenge of his tenure.

A Confident Signal in a Time of Change

Viewed as part of the bigger picture, last week's price increases point to a company executing confidently on the strategy investors most want to see: extracting ever more value from its vast, loyal customer base through high-margin services.

That's a reassuring signal at a moment of transition, and it suggests continuity in the approach that has served Apple so well in years past. The fact that its shares have been steadily recovering from their post-earnings dip to sit just shy of record highs, while the stock carries a MarketBeat consensus rating of Moderate Buy, makes it hard to bet against Apple as the new era begins.

Powering the AI Boom: Uranium’s $95 Spark

Reported by Jeffrey Neal Johnson. Originally Published: 9/7/2026.

Wall Street expects a structural supply bottleneck as tech hyperscalers secure multidecade nuclear agreements to power advanced artificial intelligence data centers. With long-term uranium price targets rising to approximately $95 per pound and a confidential Westinghouse IPO filing on the horizon, institutional capital is positioning ahead of utility companies as legacy supply contracts approach expiration.

Technology sector giants building the next generation of artificial intelligence systems require baseload power that operates continuously and without interruption. That reality is prompting major technology firms to recognize nuclear energy as a viable solution for meeting electricity demand while adhering to carbon-neutrality mandates.

Baseload Reality Check: AI Plugs Into Nuclear

Gold Is Hot. USAU’s CK Gold Story Could Be Heating Up Too! (Ad)

U.S. Gold Corp (NASDAQ: USAU) is moving its flagship CK Gold Project in Wyoming from permitting to potential construction. The fully permitted, shovel-ready site targets an 11-year mine life with about 85,000 gold-equivalent ounces of average annual production.

A March 2026 feasibility study modeled a $632 million after-tax NPV and 27% IRR at base-case prices, rising to roughly $1.37 billion NPV under a $4,500 gold spot scenario. USAU is now evaluating debt, equity, streaming and offtake options while targeting a construction decision as soon as late 2026.

Learn more about USAU's CK Gold Project and its next milestones

The physical economy is colliding directly with the digital one. Technology companies such as Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN) and Meta (NASDAQ: META) are aggressively pursuing long-term power purchase agreements to secure existing utility capacity while laying the groundwork for small modular reactors. These companies recognize that intermittent renewable sources alone cannot support the constant power draw of artificial intelligence computing. At the same time, legacy utility uranium contracts, many of which include flex-up provisions priced around the mid-$50-per-pound range, are rapidly expiring.

Utility companies are currently short billions of pounds of forward coverage for the latter half of the decade. Major miners have seen unit production costs climb by roughly 83% to 184% over a five-year period, increasing the incentive price required to bring new supply online.

Average utility contract sizes have declined from 3 million pounds to approximately 1 million pounds, highlighting a tightening market. This dynamic recently prompted Wall Street analysts to raise long-term uranium forecasts to around $95 per pound. Spot uranium is holding near $89.50 per pound, while term contracts are already being signed at or near $97 per pound. The structural deficit is clear, and the market is adjusting to finance the next wave of global supply.

Critical Components: Cameco Corporation Reloads

Among established producers positioned to benefit from this pricing surge, Cameco Corporation (NYSE: CCJ) stands out as a primary beneficiary. The stock recently experienced some friction following a second-quarter earnings report in which the company reported earnings of 13 cents per share, missing consensus estimates of 26 cents.

Revenue also declined approximately 6.8% year over year.

Short interest temporarily spiked to around 1.88% of the float, reflecting near-term margin pressure.

Forward-looking investors often view transient operational challenges as an entry point into a broader structural supercycle.

A significant liquidity event is also on the horizon and could shift that narrative.

Westinghouse Electric, backed by Cameco Corporation, recently filed confidentially for a potential IPO.

The offering could serve as a major catalyst by helping to deleverage Cameco Corporation's balance sheet and supporting an upward revaluation of the company's enterprise value.

Smart money is already positioning ahead of the event. Recent institutional filings reveal significant accumulation, including new positions initiated by prominent asset managers. This capital is seeking leverage to expanding margins before legacy utility contracts fully roll off, signaling confidence in Cameco Corporation's ability to capitalize on higher term-contract pricing.

Basin Breakout: NexGen Energy Powers Up

For investors willing to accept development-stage risk in exchange for greater leverage to the underlying commodity price, NexGen Energy Ltd. (NYSE: NXE) offers a compelling high-beta profile. The company's value proposition centers on the Rook I project in the Athabasca Basin, a region renowned for hosting some of the world's highest-grade uranium deposits.

NexGen Energy is targeting first ore by the third quarter of 2030 and projects annual cash flow of approximately $1.3 billion once commercial operations begin.

Institutional ownership stands at around 42%, indicating steady accumulation by sophisticated investors despite the company's pre-revenue status. Short interest in NexGen Energy recently declined by more than 5%, suggesting that institutional bears are reducing exposure ahead of upcoming commercial milestones.

NexGen Energy has a dedicated Investor Day scheduled for later in 2026, when the company is expected to highlight progress on Rook I construction. Operational momentum can serve as a near-term catalyst for developer visibility as the project moves closer to production. Options market data also shows directional volume in near-term call contracts around the $11 strike, reflecting elevated expectations for upward price action.

Picks and Shovels: BWX Technologies Equips SMRs

The nuclear renaissance extends beyond raw material extraction, requiring heavy industrial manufacturing and engineering to support infrastructure buildouts. As tech hyperscalers fund the deployment of small modular reactors, companies providing critical components stand to benefit significantly.

BWX Technologies (NYSE: BWXT) operates at this intersection. As a leading manufacturer of nuclear components and fuel, BWX Technologies effectively provides the picks and shovels for the nuclear supply chain.

While utility companies focus on securing large-scale reactors, the technology sector's appetite for agile, decentralized nuclear power creates a parallel demand driver. Companies with the regulatory approvals and specialized manufacturing capabilities required to produce small modular reactor components are scarce.

Integrating infrastructure providers with primary commodity producers offers a well-rounded approach to capturing the full value of the sector's expansion. The long-term nature of these power purchase agreements provides excellent revenue visibility for the manufacturing base that supports them.

Meltdown Averted: Timing the Utility Panic

The convergence of rising artificial intelligence power demand and a structural uranium supply deficit creates a highly asymmetric setup. Tech hyperscalers have recognized the necessity of baseload nuclear generation, effectively placing a floor under future demand. Rising extraction and processing costs have helped establish the $95-per-pound long-term pricing model. Utility companies face an imminent supply squeeze as legacy contracts expire and average contract sizes shrink.

Heavy institutional accumulation across producers and developers indicates that sophisticated investors are positioning ahead of the anticipated utility procurement cycle. Investors evaluating the current landscape may consider adding top-tier uranium equities and nuclear infrastructure providers to their watchlists before utility companies are forced to bid aggressively for the remaining global supply.

Investors with a higher risk tolerance could find value in tracking development-stage companies as they approach commercialization, while more cautious investors may prefer to wait for a pullback in established, cash-flowing producers currently optimizing their balance sheets.