93% Chance of Recession in 2026
Major Banks Are Sounding the Alarm
Dear Reader,
UBS just issued a stark warning: there's a 93 percent chance of a U.S. recession hitting in 2026.
They're pointing to the same red flags that appeared before every major downturn: slowing job growth, declining industrial output, tightening credit, and a yield curve that has remained inverted for months.
Why does this matter to you?
Because there are always opportunities for those who move first.
During past recessions, gold has been one of the best performing assets:
- +26% during the 2000–2001 dot-com collapse
- +39% during the 2008 financial crisis
- +32% during the 2020 covid crash
With the Federal Reserve cutting rates, and economic conditions weakening, J.P. Morgan now forecasts gold reaching $6,000 per ounce in the coming cycle.
Gold has always been more than an investment. It's peace of mind in tough times.
That's why Hedge Fund Billionaire Ray Dalio recommends a 10-15% gold allocation in all investment portfolios as part of a diversified strategy.
To help investors prepare, Cedar Gold Group created the 2026 Wealth Protection Playbook.
A free guide that explains how to buy gold with cash or through your retirement account, tax-deferred and penalty-free.
Inside, you'll learn:
✅ Why a recession is almost certain
✅ How gold has historically performed during recessions
✅ The simple, IRS-approved way to own gold inside your retirement account
✅ How to protect your savings before the next market downturn hits
Download your free copy today and discover how to qualify for up to $20,000 in free silver.
But don't delay.
Recessions don't announce themselves. By the time the headlines confirm it, it may be too late to protect what you've earned.
Get Your Free 2026 Wealth Protection Playbook, before the 2026 recession takes hold.
Sincerely,
Cedar Gold Group
Qualcomm's Robotics Push Could Be Bigger Than the Market Thinks
Submitted by Sam Quirke. Article Posted: 3/5/2026.
Key Points
- Qualcomm's CEO flagged robotics as a major growth opportunity, projecting the segment will "start to get scale within the next two years."
- Analysts at Wells Fargo and Loop Capital recently upgraded the stock and raised price targets to $185, citing easing pressures and emerging growth drivers.
- The chipmaker's push into automotive, IoT, and edge AI is starting to show traction—robotics could become the next pillar of its diversification strategy.
- Special Report: [Sponsorship-Ad-6-Format3]
Shares of Qualcomm Inc. (NASDAQ: QCOM) were trading just below $140 early in the week, about 25% below their January high. While the stock had been under pressure since before Christmas, much of the recent decline followed weak forward guidance in the company's latest earnings report.
The tech giant has posted modest gains since its early-February low, but the move looks more like consolidation than the start of a major comeback. For many investors, Qualcomm still carries the stigma of being overly dependent on smartphones at a time when the broader semiconductor industry is being reshaped by data-center artificial intelligence demand.
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)
We've found The Next Elon Musk… and what we believe to be the next Tesla.
It's already racked up $26 billion in government contracts.
Peter Thiel just bet $1 Billion on it.
Yet a new narrative may be quietly forming that challenges that assumption.
Qualcomm's New Growth Story Beyond Smartphones
Earlier this week, Qualcomm's CEO Cristiano Amon pointed to robotics as a major opportunity for the company's next phase of growth. Speaking about the evolution of AI-enabled devices, Amon said he expects robotics to "start to get scale within the next two years."
That remark may not sound revolutionary on its own, but it fits a broader shift in Qualcomm's strategy. The company has spent several years trying to diversify beyond smartphones, building new revenue streams in automotive chips, Internet of Things (IoT) devices and edge AI computing. Robotics could become the next extension of that push.
Qualcomm has already introduced specialized processors designed for robotics, applying the same architecture principles that made its Snapdragon chips dominant in mobile devices. The concept is straightforward: robots, industrial machines and autonomous systems require the kind of low-power, high-performance computing Qualcomm specializes in. If robotics adoption accelerates over the next decade, that positioning could prove valuable.
Why the Market Has Been Skeptical on QCOM
Despite the long-term opportunity, the market has remained cautious—and with reason. Qualcomm's fortunes have historically tracked smartphone demand closely, and the global handset market has struggled to regain momentum.
Weak guidance last month reinforced the perception that Qualcomm remains vulnerable to cyclical slowdowns in mobile devices. That narrative has weighed on the stock, especially as investors concentrate capital in companies seen as clearer beneficiaries of the generative AI boom. The result has been persistent underperformance relative to many of its tech and semiconductor peers.
Analysts Are Starting to Shift Tone
The overall analyst consensus on Qualcomm remains a Hold, but recent commentary has become slightly more constructive. Wells Fargo recently moved its rating from Underweight to Equal Weight, and Loop Capital upgraded the stock to a Buy. Both firms also raised their price targets to $185, implying more than 30% upside from current levels.
Their view is that several of the pressures that weighed on Qualcomm in recent quarters are beginning to ease as new growth opportunities emerge. The company's expanding data-center ambitions and its potential role in the fast-growing AI inference market are additional reasons for a cautiously bullish stance.
Those shifts may seem modest, but they matter because Qualcomm has spent much of the past year fighting the narrative that it's been left behind in the AI race. If robotics, alongside automotive chips and edge AI platforms, start contributing meaningfully to revenue, that perception could change quickly.
A Diversification Strategy Taking Shape
Analysts are becoming more constructive in part because Qualcomm's diversification strategy is beginning to show tangible progress. The company expects its reliance on Apple Inc. (NASDAQ: AAPL) to decline over time as other segments expand.
At the same time, Qualcomm has been investing in AI-related technologies, including acquisitions intended to strengthen its presence in data centers and high-performance computing.
These initiatives point to a single objective: reducing Qualcomm's dependence on smartphones and building a broader semiconductor-platform story. If Amon's timeline proves accurate, robotics could become the next pillar of that strategy.
Qualcomm Robotics Traction Could Shift Investor Sentiment
If Qualcomm begins demonstrating real traction in robotics over the coming quarters, investors may reassess the company's long-term growth profile. For now, the stock's behavior suggests the market is still waiting for proof. Shares have stabilized since early February but have yet to mount a decisive recovery. That cautious price action reflects the tension between a weak near-term story and a potentially compelling long-term opportunity.
Investors should watch for the stock to continue consolidating around the $140 level or higher as confirmation that bulls are regaining control. A steady pattern of higher lows in the weeks ahead would go a long way toward confirming that the market is willing to back Qualcomm's evolving growth story.
3 Stocks Sending a Strong Signal With Massive Buybacks
Submitted by Leo Miller. Article Posted: 3/9/2026.
Key Points
- Cheniere, Fair Isaac, and Zillow all expanded buyback authorizations, signaling confidence and a stronger commitment to capital returns.
- Cheniere stands out for the sheer scope and duration of its repurchase capacity, giving it unusually large flexibility to shrink the share count over time.
- Fair Isaac is leaning on buybacks as shares digest policy-related headlines, while Zillow is using repurchases to capitalize on a depressed share price amid housing and regulatory uncertainty.
- Special Report: [Sponsorship-Ad-6-Format3]
Three leading stocks across different industries recently announced substantial buyback programs. One energy company now has repurchase capacity approaching 20% of its market capitalization, giving it significant flexibility to return capital to shareholders. That company, along with two others, is signaling strong confidence through these latest buyback moves.
LNG Plans +$10 Billion in Buybacks Through 2030
Cheniere Energy (NYSE: LNG) is one of the world's largest exporters of liquefied natural gas. Cheniere acts as an intermediary: it takes natural gas from producers, liquefies it, and arranges buyers. Liquefied natural gas is a growing part of the global gas market because liquefaction enables transportation by ship or truck rather than pipeline, allowing buyers and sellers to connect across long distances.
Elon Musk already made me a "wealthy man" (Ad)
I Met Elon Musk "Face-to-Face"
During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally.
As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date:
March 26, 2026. Circle it on your calendar.
I'm sharing an "access code" that lets anyone grab a pre-IPO stake before it happens. This is your invitation to the biggest wealth-building event of the decade.
S&P Global notes that liquefied natural gas imports to Europe surged 30% year-over-year (YOY) in 2025, with the United States supplying more than 77% of those imports. Over the past five years, Cheniere shares have benefited from strong demand, rising more than 250%. The energy stock fell materially in the second half of 2025 but has rebounded strongly in 2026 and is now near its all-time high.
Demonstrating conviction in its outlook, Cheniere repurchased $2.7 billion of shares over the last 12 months—the most it has ever bought back. The company recently boosted its buyback authorization to $10.2 billion, roughly 20% of its market capitalization of more than $52 billion. The firm called the move a "clear mark of confidence," and it gives Cheniere the ability to substantially reduce its outstanding share count through 2030.
FICO: Financials and Buybacks Are Up as Shares Fall
Fair Isaac (NYSE: FICO) is the dominant U.S. provider of consumer credit scores. The company's FICO Score is often the de facto metric lenders use to assess credit risk for products ranging from mortgages to credit cards. The stock has taken a major hit over the past year, trading roughly 30% below its 52-week high reached in May 2025.
A significant driver of the sell-off was action by the Federal Housing Finance Agency (FHFA). FHFA Director Bill Pulte criticized FICO's price increases for mortgage-application credit scores, and the agency later removed the requirement that loans purchased by Freddie Mac (OTCMKTS: FMCC) and Fannie Mae (OTCMKTS: FNMA) use the FICO score—an obvious challenge to Fair Isaac's dominance.
Despite this headwind, Fair Isaac has continued to grow and improve profitability: revenue has increased at least 13% YOY in each of the past four quarters, and the company's adjusted operating margin expanded by more than 300 basis points in fiscal 2025.
With the stock down, Fair Isaac has been aggressive with buybacks. The firm repurchased more than $1.5 billion of shares in the last 12 months, near its highest five-year level. It also announced a $1.5 billion repurchase authorization, equivalent to roughly 4.3% of its about $35 billion market capitalization. That gives the company considerable ability to repurchase shares it likely views as undervalued.
Zillow's Buyback Capacity Exceeds 10% With Shares Down Big
Next is Zillow Group (NASDAQ: ZG), known for its platform connecting home buyers and renters with sellers and landlords. Zillow shares have been hit hard over the past six months, falling more than 45% from their 52-week high. A mix of factors has weighed on the stock, including a soft housing market and an ongoing Federal Trade Commission investigation.
The FTC alleges Zillow and Redfin illegally stifled competition after Zillow paid Redfin $100 million to re-host its rental listings, which resulted in substantial overlap between the two companies' listings. While the FTC views the arrangement as anti-competitive, Redfin has said the deal was necessary because the lack of paid independent listings made running its sales force uneconomical.
Still, Zillow delivered solid top-line growth—revenue rose about 15% in 2025—and its operating margin improved significantly. The company has also stepped up buybacks in 2026: it repurchased $626 million of shares through early March, nearly matching the $670 million it bought back in all of 2025.
Zillow recently increased its repurchase authorization to $1.3 billion, more than 11% of its roughly $11 billion market capitalization. Management said on its February earnings call that it was taking advantage of the "recent market dislocation to buy back shares at what we believe is an attractive price."
Zillow Stands Out for Its Upside Potential
Overall, these three companies are sending a strong signal to investors with their latest buyback programs. Among them, Wall Street analysts see the most upside in Zillow. The MarketBeat consensus 12-month price target near $78 implies about 66% upside. That said, analyst price targets were revised down materially after Zillow's most recent earnings report.
This email communication is a sponsored message sent on behalf of Cedar Gold Group, a third-party advertiser of InsiderTrades.com and MarketBeat.
If you have questions or concerns about your subscription, don't hesitate to contact our South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103. United States..
Comments
Post a Comment