 Right now, you can buy a dollar of gold for about 36 cents. I know that sounds like it should be impossible… But here's how: The major gold miners are throwing off record cash flow at today's gold price – despite gold’s recent pullback. 
The four largest gold mining companies have never had this much free cash flow. Ever. Even at $4,000 per ounce gold, they are the most profitable they’ve ever been. But they have a problem… Go here and I’ll show you what it is and why gold majors are about to go on a shopping spree for the ages. When major gold miners make record profits on a gold price handing them margins as high as 75%, they do one of two things: The return money to shareholders in the form of dividends and share buybacks… Or, they buy out the best junior mining assets as a means to secure future gold production. Now, here’s the thing… The best junior assets are selling as if the gold price is still stuck at $1,800 an ounce – not $4,000+ like today. That means you can buy the best buyout targets – before they get snapped up by gold majors looking to secure future output. That’s how you buy a dollar of gold for 36 cents. Go here and I’ll show you details on my top three buyout targets My top picks are up as much as 2,050% since early 2024... And they STILL trade at a 64% discount to the value of their assets. Read that again. The whole portfolio is up as much as 1,200% in roughly two years – and they’re still undervalued by 64% when compared to their gold reserves. I call this bizarre price discrepancy the Golden Anomaly. It only exists early in a gold bull market... and it doesn’t last long. So you can pay full price after the gap closes... Or, you can buy a dollar for 36 cents while this Golden Anomaly still exists. Go here to see my Golden Anomaly portfolio Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
Exclusive Content
MarketBeat Week in Review – 07/27- 07/31Reported by MarketBeat Staff. Date Posted: 8/1/2026. 
Key Points
- Investors weighed a Federal Reserve rate pause, four Magnificent Seven earnings reports, and U.S.-Iran tensions, all tied to inflation concerns, which fueled a rotation into defensive stocks.
- Earnings from Microsoft, Amazon, Alphabet, and Meta highlighted that markets are rewarding companies delivering strong results and robust free cash flow amid heavy AI spending scrutiny.
- MarketBeat contributors analyzed sectors ranging from chips and space stocks to defense, healthcare, and telecom, identifying opportunities and risks ahead of upcoming earnings and the July jobs report.
- Special Report: 3 AI stocks to buy before August 2026
Investors had plenty to digest this week, including the Federal Reserve’s continued pause on interest rates, earnings reports from four of the Magnificent Seven companies, and an escalation of hostilities between the U.S. and Iran. Inflation is the common denominator in all of these developments. There’s no shortage of opinions, but investors are growing anxious for solutions. That anxiety may be accelerating a rotation into defensive stocks. One example is the performance of the Pacer US Cash Cows 100 ETF (BATS: COWZ), which is up 10.5% in 2026, with a significant portion of that gain coming in July.
Next week, investors will receive the latest employment data when the July jobs report is released on Aug. 7. However, earnings remain the key signal. Reports from Microsoft Corp. (NASDAQ: MSFT) and Amazon (NASDAQ: AMZN) showed that investors are willing to reward companies that deliver strong results and, more importantly, generate strong free cash flow. Articles by Thomas Hughes AirJoule Technologies (NASDAQ: AIRJ) is an atmospheric renewable energy and water-harvesting technology company. The company is a startup, but perhaps not for much longer. Thomas Hughes explained why the company’s deal with Kubota (OTCMKTS: KUBTY) provides it with an exclusive sales channel for multi-unit developments in water-starved areas of Texas and California. It’s been a rough time for chip stocks, including Advanced Micro Devices (NASDAQ: AMD), which is down more than 15% in July. However, Hughes wrote that the company’s advancements in the artificial intelligence (AI) infrastructure market are setting the stage for explosive gains in the second half of 2026. SK hynix (NASDAQ: SKHY) is down 30% from its post-IPO high, and a revenue miss has given investors another reason to stay away. However, Hughes made the case for why SKHY may be one of the best stocks to own for the rest of 2026 and beyond. Articles by Sam Quirke ServiceNow Inc. (NYSE: NOW) has spent the better part of a year showing investors that the existential threat from AI isn’t eroding its business. The most recent example came with the company’s Q2 2026 earnings report. Sam Quirke explained that this creates an opportunity for risk-tolerant investors willing to follow the earnings. Western Digital Corp. (NASDAQ: WDC) has been one of the strongest performers in the AI memory and storage trade. But Quirke reminded investors that, unlike some other names in this space, WDC comes with a hefty valuation. Investors can only hope that the company’s upcoming earnings report will help determine whether the stock has room to run. Quirke took Tesla Inc. (NASDAQ: TSLA) head-on. Specifically, should investors buy Tesla as it exists today or the company that could merge with SpaceX (NASDAQ: SPCX)? Those two avenues lead to very different futures for TSLA. Articles by Chris Markoch Chris Markoch noted that the market’s reaction to the Microsoft Corp. (NASDAQ: MSFT) earnings report showed that good news can still be good news. Robust growth in Azure and anticipated capital expenditures are reshaping the story of AI investment. Investors won’t have to wait long for the next major earnings report. Palantir Technologies (NASDAQ: PLTR) reports its Q2 earnings on Aug. 3. The report is likely to be good, but Markoch explained that bullish investors will have to hope the underlying business matters more than the stock’s recent history after earnings. Carrier Global (NYSE: CARR) has become a data center story, but investors aren’t buying it. CARR stock has fallen since its earnings report, but Markoch pointed out that the market may be placing more emphasis on the company’s current valuation than on its future potential. Articles by Ryan Hasson Ryan Hasson highlighted the contradiction between Alphabet Inc. (NASDAQ: GOOGL)’s strong earnings report and the market’s reaction to it. This may simply be a case of a company that reported a week too early, as the bullish case was clear in its results. After shooting to the moon in the first half of 2026, space stocks have come crashing back to Earth. Investors are concerned about valuations in companies that aren’t profitable, including SpaceX. Nevertheless, Hasson highlighted five down-and-out space stocks and explained which ones may offer a buy-the-dip opportunity. Articles by Leo Miller Broadcom Inc. (NASDAQ: AVGO) provides the infrastructure for AI. Leo Miller explained why that distinction makes Broadcom the big winner from Alphabet’s earnings. It’s also why investors should put its agreement to buy $200 billion in memory and other chips from Samsung Electronics (OTCMKTS: SSNLF) in its proper context. Miller also delivered a summary of Meta Platforms’ (NASDAQ: META) earnings report. It was problematic on many levels, but investors’ primary concerns center on the company’s AI spending and its lack of clarity about how it plans to monetize that spending. Articles by Nathan Reiff Nathan Reiff pointed out that value stocks are outperforming growth stocks in 2026. There’s still time to capitalize on that shift, and Reiff gave investors three broad-based value ETFs that still offer reasonable upside. Riding the hot hand is often a successful strategy in volatile markets. Reiff highlighted three of the market’s biggest winners in the first half of 2026 and pointed out which catalysts each company will need to generate strong earnings momentum and keep its rally going. Despite their lackluster performance of late, space stocks still have a bright future. But investing in individual stocks may carry too much risk for some investors. That could make two new space ETFs an attractive option. Articles by Dan Schmidt Defense stocks are generally evergreen choices, but the conflict between the U.S. and Iran is a good reminder that there are times when owning them may be better than at other times. This week, Dan Schmidt explained why investors may want to take a close look at RTX (NYSE: RTX) and Lockheed Martin (NYSE: LMT). Many of the largest oil companies reported earnings this week. However, Schmidt reminded investors that now is the time to look at refiners and pointed them to three refining stocks that offer pure-play exposure to the sector. Schmidt also explained why the telecom sector may deserve investors’ attention. Three of the top telecom names reported earnings, and each company posted year-over-year growth, along with buybacks and dividends to reward shareholders. Articles by Jeffrey Neal Johnson The circular financing of AI infrastructure came back into focus after news that NVIDIA (NASDAQ: NVDA) is considering a large financing backstop tied to an OpenAI data center product. Jeffrey Neal Johnson explained why investors should think carefully about the insatiable demand for AI infrastructure, which comes with an increasingly leveraged financing model. Generac Holdings (NYSE: GNRC) normally gets a lift from hurricane season. However, Johnson analyzed the company’s latest earnings report, which showed that data center demand is helping offset cyclical risks. On the other hand, cyclical risks suggest a cautious approach to Whirlpool Corp. (NYSE: WHR). The company faces a macroeconomic risk in the current housing market. But Johnson also highlighted why an activist investor may be the stock’s biggest short-term headwind. Articles by Peter Frank Peter Frank examined UnitedHealth Group's (NYSE: UNH) latest earnings report, noting that the company’s stock remains well below its April 2025 high. The company’s recovery is real, but risks remain. Nevertheless, UNH may be a solid choice in the resilient healthcare sector. Sticking with the healthcare sector, Frank explained the bull case for McKesson (NYSE: MCK). The company moves medicines around the world. Being a distributor may not be the most glamorous business model, but it allows the company to generate strong free cash flow (FCF). That’s important as investors are beginning to reward cash-rich companies. Frank also explained why Wintrust Financial Corp. (NASDAQ: WTFC) should be on investors’ radar for exposure to financial stocks. The company just delivered record second-quarter net income, but it comes with a lofty valuation. . |
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