Dear Fellow Investor,
Wall Street is fixating on one number:
The staggering amount of electricity artificial intelligence is about to demand.
Some analysts believe AI could drive one of the largest jumps in power demand in decades...
With data center electricity use climbing as much as 160% by 2030.
The grid was simply not built for it.
And nobody seems to have an answer as to where this extra power will come from.
But tech expert George Gilder believes one already exists.
A new kind of computing chip that does the same work as today's AI systems... With up to 90% less power.
Not a little less.
A fraction.
While the rest of the market frets about where all that electricity will come from...
Gilder has been watching the one technology that barely needs it.
It is one of three companies that comprise what he calls the “Trillion Dollar Triangle.”
And Gilder believes the day all three techs converge...
Is the day computing gets rewritten from the ground up.
See the three companies behind the Trillion Dollar Triangle.
To the future,
Roger Michalski
Publisher, Eagle Financial Publications
P.S. One of these three companies went public just weeks ago. The profit window Gilder’s watching is opening right now.
Domino's Stock Slides to 52-Week Low as Investors Digest CEO Change
Submitted by Jennifer Ryan Woods. Article Published: 6/25/2026.
Key Points
- Domino's named longtime executive Joe Jordan as its next CEO, a move that suggests the company is looking for continuity as it works to reaccelerate growth.
- The leadership transition comes after a disappointing first quarter that prompted Domino's to lower its 2026 outlook amid slowing sales growth and increased competition.
- Despite the recent sell-off, Wall Street remains broadly positive on the stock, with a Moderate Buy rating and an average price target that implies more than 40% upside from current levels.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Domino’s Pizza, Inc. (NASDAQ: DPZ) announced Monday afternoon that Chief Executive Russell Weiner will retire, and investors weren’t pleased.
The news sent the already struggling stock to a 52-week low and prompted several analysts to lower their price targets.
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He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.
Watch the video now to get the ticker name and full trade detailsThe announcement comes as Domino's faces slowing sales growth and a reduced full-year outlook following a disappointing first quarter, raising the question of whether the CEO transition signals deeper challenges ahead or an opportunity for the company to reignite growth.
Company Taps Veteran Joe Jordan to Take Over CEO Post
Weiner, who joined the pizza chain in 2008 and became CEO in 2022, will retire at the end of September. He will be replaced by company veteran Joe Jordan, who will take over on Oct. 1.
Jordan has been with the company for nearly 15 years, holding roles across marketing, operations, technology, and franchisee support. He is credited with helping drive growth and innovation across the business, including overseeing the opening of more than 3,000 international stores and leading the relaunch of the loyalty and e-commerce platforms.
Executive Chairman David Brandon said the Board unanimously chose Jordan to serve as Domino's next CEO, calling him "uniquely qualified to guide the company through its next phase of growth."
The decision to elevate a longtime company insider suggests the transition may be aimed more at reigniting growth than at pursuing a broader strategic overhaul.
In the press release announcing the change, Jordan said, "Domino's is one of the most innovative and resilient global systems in the restaurant industry and I am excited to build on that foundation as we focus on reaccelerating growth and continuing to deliver delicious pizza and exceptional value to customers worldwide."
Weiner will transition to Executive Chairman Designate on Oct. 1 and assume the Executive Chairman role following the company's 2027 annual shareholder meeting. Brandon will retire and not stand for reelection to the Board in 2027, capping off 28 years of service.
CEO Change Follows Tough Q1, Lowered 2026 Outlook
The leadership change comes at a difficult time for Domino's, which reported weaker-than-expected first-quarter same-store sales on April 27 as consumer uncertainty, unfavorable weather, and increased competition hurt results.
During the Q1 earnings call, Weiner noted that "consumer sentiment hit COVID level lows," while rival pizza chains offered promotions that matched many of Domino's value deals.
Still, the quarter wasn’t all bad. Revenue grew 3.5% year over year to $1.15 billion, order counts remained positive, and Domino's continued to gain market share in the United States. In addition, the company repurchased roughly 446,000 shares year to date through April 21.
Despite those bright spots, the softer-than-expected Q1 results prompted the company to revise its 2026 guidance. Domino's now expects global retail sales growth to be up mid-single digits for the year, compared with its previous forecast of around 6%. Operating income growth is projected to be mid- to high-single digits, compared with earlier guidance of approximately 8%.
Domino's isn't the only pizza chain facing headwinds. Last week, Yum! Brands (NYSE: YUM) announced plans to sell Pizza Hut in a pair of transactions valued at $2.7 billion after the chain struggled with declining same-store sales and operating profit. The move highlights the pressure facing the broader quick-service restaurant sector, particularly chains competing for value-conscious consumers.
Shares Hit a 52-Week Low After News of CEO Change
Domino's stock, which began the year at around $417, had already been trending lower before the leadership announcement.
Following the disappointing first-quarter results and reduced outlook, shares fell to roughly $335. The stock continued to drift lower in the weeks that followed, and news of Weiner's retirement added to the decline.
Shares fell nearly 6% on Monday on above-average volume, even though the official press release was issued after the market closed. The stock dropped another 4% the following day, hitting a 52-week intraday low of $282.
Year-to-date, Domino's shares are down more than 30%.
Analysts Trim Targets But Still See Strong Upside
Several analysts lowered their 12-month price targets following news of the CEO change, adding to the 19 targets lowered after the Q1 earnings release.
Even so, the average price target of roughly $413, more than 40% above the current price of $291, suggests analysts still see significant upside. The lowest target of $290 is roughly in line with the current share price, while the highest of $544 is more than 85% higher.
The consensus rating on the stock is a Moderate Buy, with 17 analysts assigning it a Buy rating, 12 a Hold, and one a Sell.
Not all investors share that optimism, however. At the end of May, around 3.5 million shares, or 10.7% of the float, were sold short, compared with 2.1 million shares, or 6.3% of the float, in mid-January.
While the leadership change comes at a challenging time, Domino's decision to promote a longtime executive suggests the move is aimed at restoring growth rather than responding to a crisis.
The next test for the company will come on July 20, when it reports second-quarter results. The results should provide a clearer picture of whether the first-quarter slowdown was a temporary setback or a sign of deeper challenges. They may also help investors determine whether this year’s sell-off has created a buying opportunity or warrants further caution.
3 ETFs Pairing Market-Beating Returns With High Dividend Yields
Submitted by Nathan Reiff. Article Published: 6/27/2026.
Key Points
- Three ETFs combining strong returns with attractive dividends may offer investors the best of both worlds.
- However, funds like WLDR, BOAT, and SEMY may also carry unusually high levels of risk.
- These funds capitalize on red-hot corners of the market including global maritime shipping and semiconductors.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Passive income is a major draw for investors, and exchange-traded funds (ETFs) with a dividend focus are a simple way to pursue it. Many of these funds, however, trade some upside potential for more stable distributions. For investors seeking the best of both worlds—an attractive dividend yield along with market-beating returns—some ETFs can deliver both.
Of course, there are usually trade-offs. For the funds below and others like them, investors should pay close attention to fees and risk levels. Many of the highest-yielding ETFs also carry elevated risk, making them appropriate only for investors with a high tolerance for volatility.
Strong All-Around Fund for Income and Returns, But Minimal Investor Attention
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The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was the trigger. Benedict, who delivered a 279% return on cash in 2025 across a 20-year winning streak, says the listing launched what he calls the 'Final Phase of Elon's Master Plan.'
He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.
Watch the video now to get the ticker name and full trade detailsThe Affinity World Leaders Equity ETF (BATS: WLDR) tracks an index of U.S. and international companies with a strong global footprint, as measured by market capitalization. To be included in the index and the ETF, firms must also demonstrate earnings quality, improving fundamentals, share price momentum, and attractive valuations.
In all, the well over 100 stocks making up WLDR's basket represent some of the largest and most successful companies in the world. Tech names are found throughout, of course, including major players like Dell Technologies Inc. (NYSE: DELL) and Micron Technology Inc. (NASDAQ: MU). However, WLDR also holds companies across a wide range of industries and sectors, from consumer staples to communications to health care and more. The largest handful of positions represent 3% or more of the portfolio each, but most stocks account for no more than about 1%.
WLDR stands out as a dividend payer, offering a dividend yield of 8.86%. The fund combines that strong income profile with a recent history of equally compelling performance, having returned about 30% year-to-date (YTD) as well. Although the expense ratio is moderately high at 0.67%, investors may be surprised that the combination of income and returns has not attracted broader interest: WLDR has assets under management (AUM) below $100 million and a low one-month average trading volume below 12,000, so liquidity could be an issue in some cases.
A Unique Play on the Global Shipping Industry Stands Out
With a similar profile in terms of AUM, trading volume, and cost, the SonicShares Global Shipping ETF (NYSEARCA: BOAT) may also appeal to investors willing to accept a fair degree of risk. As the name suggests, BOAT targets an index of global maritime shipping companies. These firms continue to play a critically important role in transporting goods of many kinds around the world—for any investors in doubt, the outsized impact of the closure of the Strait of Hormuz in recent months should remove any doubts about the importance of global shipping.
As important as oil and gas shipping is, though, it is not the only part of global maritime transport. BOAT focuses on stocks of companies that transport a wide range of goods and raw materials, from consumer and industrial products to dry bulk, vehicles, and, yes, oil and gas as well. The fund holds more than 50 different positions, with about two-thirds of the portfolio made up of mid-cap names. Due to the international nature of this industry, the fund invests in companies from all over the world.
BOAT pays a compelling dividend yield of about 6.40%, on top of YTD performance close to 30%. Its low AUM and trading volume may reflect the niche nature of the industry, or perhaps this ETF's relatively high expense ratio of 0.69%, but with dividend payouts and returns as high as they are, investors may be willing to look past the fee.
Weekly Distributions on a Semiconductor Play, But With a Caveat
The GraniteShares YieldBOOST Semiconductor ETF (NASDAQ: SEMY) stands out on this list as not only the only actively managed fund, but also the ETF with the highest expense ratio (1.07%).
In exchange, investors can expect weekly distributions generated by an options strategy tied to leveraged funds tracking an index of semiconductor stocks.
Given the use of options and leverage, this fund is likely the highest-risk among the funds here. Although it has market-beating performance YTD, this ETF is not designed for long-term buy-and-hold strategies. Rather, its appeal lies in a sky-high distribution rate of approximately 95%. Still, investors should be aware of the risks of the strategies employed here before buying in.
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