Dear Friend,
The clock is ticking on the biggest energy deadline in American history…
Aims its full firepower at ONE company.
See, on July 4th, the One Big Beautiful Bill Act kills the federal tax credits that have powered alternative energy for years.
But here’s what almost nobody knows:
When the White House killed credits for solar, wind, EVs, and every other renewable energy source in America…
They left one untouched.
Not only that - they reclassified it alongside oil and nuclear…
And gave it eight years of credits.
Because last June, a drilling crew working right near the Grand Canyon…
Unearthed a well of clean energy producing almost 8 times the output of the largest oil well in Saudi Arabia…
Capable of powering civilization for two million years.
Right here on American soil.
Everything changed that day.
Google signed a 15-year contract…
Bill Gates wrote a $100 million check.
And on July 4th, the government hands this energy source its biggest advantage ever.
One company owns the entire chain.
The window to be an “early investor” is closing fast.
I recommend placing your trade at tomorrow’s market open.
Go here now for the Grand Canyon breakthrough ticker>>
Kelly Maguire
The Buck Stops Here
Behind the Markets
3 Overlooked Tech ETFs That Are Quietly Killing It This Year
Authored by Nathan Reiff. Date Posted: 6/27/2026.
Key Points
- With dozens of tech ETFs on the market, investors must look closely to distinguish options based on fees, strategy, performance, and other metrics.
- Three easily-overlooked funds focus on momentum tech names, software development, and nanotechnology, respectively.
- PTF, IGPT, and TINY have each returned approximately 70% year-to-date.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
As the number of tech exchange-traded funds (ETFs) continues to rise alongside investor demand for the sector, it can become more difficult for investors to distinguish between offerings. Paying close attention to details—such as a fund’s strategy, portfolio construction, costs, liquidity, and more—can make all the difference for investors looking to maximize returns while the sector remains hot.
Fortunately, there are many strong options in the tech ETF space, including several funds that are potentially overlooked, as evidenced by their modest asset bases and trading volumes, but that have posted strong performance so far in 2026.
A Momentum Tech Fund With Outsized Returns
An Elon Musk Fan's Warning About SPCX (Ad)
Jon Najarian called Tesla in 2014 when legacy automakers dismissed it. Now he's warning investors to skip SPCX - the largest IPO in stock market history.
He's not turning on Elon Musk. His concern is the math behind the deal.
Click here to hear Jon Najarian's full warning on SPCXFirst up is the Invesco Dorsey Wright Technology Momentum ETF (NASDAQ: PTF), a passively managed fund that tracks an index of domestic tech stocks. As a broad-based fund, PTF tends to skew toward larger names, and about two-thirds of the portfolio consists of large-cap companies or larger. The defining feature of the basket, however, is momentum: all of the companies in PTF’s portfolio have relative strength compared with other equities in the same space.
Because the tech sector routinely offers ample room for growth, PTF can be a solid buy-and-hold option for investors looking to lean into technology. The fund also rebalances to reflect the areas within the sector that offer the richest growth opportunities. For now, one of those areas is memory and data storage, and some of the highest-weighted positions include companies like Sandisk Corp. (NASDAQ: SNDK) and Western Digital Corp. (NASDAQ: WDC). These firms have benefited significantly from higher prices for their goods amid a global memory shortage in recent quarters.
PTF is fairly narrow in scope, with only about 40 holdings. The fund also comes with a moderately high price tag, as its annual fee is 0.60%. With under $1 billion in assets and relatively modest trading volume, the most active traders may want to keep liquidity in mind. Still, PTF’s standout feature is performance—this ETF has returned nearly 72% year-to-date (YTD).
Despite Details Similar to PTF, IGPT Offers a Unique View of Tech
Another fund from Invesco, the AI and Next Gen Software ETF (NYSEARCA: IGPT), provides a view into the tech sector that is substantially different from PTF above. IGPT tracks an index of firms with significant involvement in software development. Notably, the portfolio is split among semiconductor companies, interactive media and services names, hardware, storage, peripherals, and several other categories.
More than 100 different stocks make up IGPT’s basket, though a handful of large-cap tech names like AMD (NASDAQ: AMD) and NVIDIA Corp. (NASDAQ: NVDA) exert a disproportionate influence, given allocations of around 8% each. Importantly, IGPT is not limited to domestic names, although U.S. companies still make up the bulk of the portfolio at more than 75%.
IGPT also shares some important details with PTF that investors should keep in mind. The fund’s expense ratio of 0.58% is only slightly lower than PTF’s, for instance, while its asset base and trading volume are not far off either. Likewise, investors will be pleased to see that the two ETFs have posted similar performance this year, with IGPT returning about 69% YTD.
A Fittingly Named Tiny Fund to Address the Easily Missed Nanotechnology Niche
The ProShares Nanotechnology ETF (NYSEARCA: TINY) is, fittingly, a microscopic fund from an asset-base perspective. The fund has under $40 million in managed assets and similarly minuscule trading volume. That alone may be enough to dissuade some investors because of the liquidity risks it poses. However, looking beyond that concern reveals a unique theme focused on one of the fastest-growing, but often overlooked, corners of the tech space: nanotechnology.
Nanotechnology is an increasingly important part of daily life, whether consumers realize it or not, and the roughly 30 positions in TINY’s portfolio are all global stocks involved in bringing this technology to market. Investors are unlikely to find many mega-cap tech behemoths here and may not encounter many of the names in TINY’s basket in most other tech ETFs at all. Only half of the holdings are large-cap names, with many of the rest representing much smaller up-and-coming companies.
Of course, this also comes with a significant degree of risk, making TINY appropriate only for investors willing to accept those trade-offs. Those who have been—and who have been willing to pay the ETF’s 0.58% annual fee—have been nicely rewarded, however, with nearly 72% returns YTD.
Xcel Energy Stock Offers Stability as Electricity Demand Builds
Authored by Peter Frank. Date Posted: 6/26/2026.
Key Points
- Xcel Energy combines dependable dividends with consistent earnings growth, supported by regulated utility operations.
- A $60 billion capital investment program is expected to drive long-term growth through grid expansion and rising electricity demand.
- Analysts broadly rate the stock a Buy, though its valuation limits near-term upside potential.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Xcel Energy (NASDAQ: XEL) is dependable, predictable, and steady. In other words, it’s generally boring—yet analysts rate it a solid Buy.
Xcel is the kind of stock income-oriented investors often overlook because it does not make headlines, and growth investors skip because it sounds like a bond substitute. Both groups may be missing something. The Minneapolis-based company is delivering solid earnings growth, predictable guidance, and a steady long-term outlook.
An Elon Musk Fan's Warning About SPCX (Ad)
Jon Najarian called Tesla in 2014 when legacy automakers dismissed it. Now he's warning investors to skip SPCX - the largest IPO in stock market history.
He's not turning on Elon Musk. His concern is the math behind the deal.
Click here to hear Jon Najarian's full warning on SPCXBut with a reasonably valued price-to-earnings ratio, the stock is not for everyone. Investors should balance its dependable dividend and stability against its current valuation, execution risks, and limited near-term upside.
Xcel Thrives After Decades of Investments
Xcel’s regional dominance has been built over decades. The current company was formed in 2000 through the merger of New Century Energies and Northern States Power, bringing together utility operations in the upper Midwest and Rocky Mountain West. Before the merger, Xcel operated as a classic regulated utility, with steady dividends, predictable low single-digit growth, and a stock that moved mostly with interest rate changes.
That picture began to change as the industry shifted and electricity demand surged. Xcel was an early mover in renewable energy, turning to wind and solar alternatives ahead of many peers. Those investments positioned the company well in states such as Colorado and Minnesota, where regulators began mandating decarbonization of electricity supply.
At the same time, the development of large-scale data centers in the company’s service areas pushed new load growth to levels not seen in decades.
Today, the company serves 3.7 million electric customers and 2.1 million natural gas customers across eight states, including Minnesota, Michigan, Colorado, Texas, New Mexico, and the Dakotas. Importantly, that geographic breadth also helps reduce the risk that a single statewide rate case could materially affect the overall business.
Capital Spending Planned for Long-Term Growth
The push for additional energy generation in the region continues to spur the company’s growth.
Xcel has announced plans to pursue a $60 billion capital investment program through 2030, driven by electrification demand, data center growth, and the ongoing transition away from fossil fuels. The company has said it is targeting grid expansion, renewable expansion, new generation capacity, and transmission infrastructure.
If approved by regulators, the build-out could significantly expand Xcel’s rate base and provide a strong path for earnings growth well beyond the current year. The company has set an earnings-per-share growth objective of 6% to 8% or above annually, an aggressive target for a regulated utility. Its compound annual growth rate for ongoing earnings per share has already reached 6.2% since 2005.
The company also expects its dividend, currently paying approximately 59 cents per share each quarter, to continue yielding about 3% going forward. Given its projected earnings growth, the company said it expects annual dividend increases of 4% to 6%, continuing a 22-year trend of dividend hikes.
Strong Financial Results Support Outlook
The financial results have been tracking that plan.
First-quarter 2026 ongoing earnings were $567 million, or 91 cents per share, up 17% from $483 million, or 84 cents per share, in the same quarter a year earlier. GAAP earnings came in at $556 million, or 89 cents per share. The quarterly increase was driven by higher electric revenue and continued recovery of electric infrastructure investment through rates, the company said.
The company also updated its full-year 2026 earnings guidance to a range of $4.04 to $4.16, compared with $3.80 in 2025.
Overall, with electric generation providing three-quarters of its revenue, Xcel reported $4 billion in operating revenue in the first quarter this year, compared with $3.9 billion a year earlier.
Analysts See Limited But Steady Upside
That combination of income stability and visible earnings growth has impressed most analysts. The company currently has a solid Buy rating. Of the 17 analysts tracking the stock, 16 rate Xcel as a Buy, while one rates it a Sell.
The 12-month average price target is around $91 per share, within a range of targets from $96 to $84. With a current price of about $80, the market is clearly pricing in Xcel’s predictability.
In fact, the stock’s steady climb is also evident in its history. Shares are currently trading approximately 5% higher than three months ago, 10% higher than the start of the year, and more than 20% higher than one year ago.
Investors Should Weigh the Risks
Despite Xcel’s predictability and steadiness, utility companies are never without risk. In the market, the utility sector competes with bonds for many investors, and interest rate hikes can hit valuations as well as borrowing costs for major projects.
In addition, Xcel's capital program is ambitious by any measure, and large capital programs are never guaranteed. Cost overruns, supply chain delays, or adverse regulatory decisions can lead to less recovery than management expects.
Wildfire liability is also a risk, especially with exposure in Colorado and other western states. Xcel has recognized this risk and formed a partnership with the National Forest Foundation in May this year, specifically to support wildfire mitigation and forest restoration.
Stability Remains Xcel’s Biggest Strength
Xcel has a lot to recommend it. It’s a well-positioned regulated utility with a reliable dividend yielding 3%, projected annual earnings growth of 6% to 8%, and roughly 12% upside to the current price target.
For conservative investors, it also offers a business aligned with long-term trends in electricity demand and the clean energy buildout. But it is well-priced, and appreciation could be slow.
In many ways, the company may be boring. But with steady accumulation and a multi-year horizon, Xcel’s income, growth, and delivery of an increasingly essential product might be exciting enough.
This email communication is a paid advertisement sent on behalf of Behind the Markets, a third-party advertiser of The Early Bird and MarketBeat.
If you need help with your newsletter, don't hesitate to contact MarketBeat's South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from The Early Bird, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC.
345 N Reid Place, Suite 620, Sioux Falls, South Dakota 57103. United States..
Post a Comment
0Comments