Editor's Note: Marc Chaikin's last major recommendation for our readers drew a huge response. Today he's back with a new #1 retirement pick — and he's sharing the details free, no email or credit card required.

Dear Reader,

In 2014, I recommended my readers put a big chunk of their retirement money into one stock: Nvidia.

Anyone who followed that recommendation is up more than 45,000% at this point.

I've spent 60 years on Wall Street. I built one of Wall Street's most well-known tools – Chaikin Money Flow indicator. Even Jim Cramer said he's learned never to bet against me given my decades long track record of picking stock market winners.

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Here's the single biggest reason why.

This company is sitting on three fast-growing businesses, and each one could be spun off into a separate publicly traded company. If that happens — and I believe the next 12 to 24 months are when it could — anyone holding this stock beforehand could have those spinoff shares deposited into their account automatically.

In other words, one ticker today could become three tickers tomorrow. That's the kind of setup that almost never appears in a stock this size.

And Wall Street still considers this company a "dark horse" in the AI race.

It shouldn't when its autonomous vehicle division is already being called the "undisputed leader" against Tesla. And it's streaming service has 10X greater reach than Netflix.

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The market is pricing this as one ordinary company instead of three extraordinary ones.

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Sincerely,

Marc Chaikin
Founder, Chaikin Analytics

P.S. A high-growth tech stock that pays a dividend is a rarity — this one is the exception. To be in line and claim your share of the next $2.6 billion payout, you need to own at least one share by September 4th. Click here so you don't miss the cutoff.

Okta’s AI Tailwind Could Put This Forgotten Software Stock Back in Play

Author: Sam Quirke. First Published: 8/19/2026.

For a few years now, Okta Inc. (NASDAQ: OKTA) has been something of a forgotten name in technology investing. Once a high-flying darling of the cloud software boom, the identity-management specialist saw its growth cool and its shares languish, prompting many investors to move on to shinier names. Lately, though, something has begun to stir.

The stock has quietly rallied around 60% so far this year, comfortably outpacing the broader market, and Wall Street is paying attention again. The reason lies in a subtle but powerful shift in how businesses are planning to spend their technology budgets, one that plays directly to Okta's strengths.

The question for investors is whether this marks a real turning point. After years in the wilderness, is Okta finally set for the comeback its long-suffering shareholders have been waiting for, or is this simply another false dawn?

A Spending Shift in Okta's Favor

At the heart of the renewed optimism is a change in corporate priorities. For a long time, digital identity—the business of verifying who is allowed to access what within an organization—was treated as a worthy but unglamorous line item. With the rise of AI, though, that's changing fast, and the evidence is compelling.

A fresh upgrade from Wells Fargo this week highlighted that identity management has vaulted up the list of corporate spending priorities, ranking second only to AI after sitting well down the list just a quarter earlier. Crucially, the same analysis identified Okta as the biggest market-share gainer, overtaking even Microsoft (NASDAQ: MSFT), with a string of large enterprise wins to show for it.

Wells Fargo is not alone in its renewed enthusiasm. RBC, Citizens JMP, Oppenheimer and Barclays have all turned bullish on the stock this month, pointing to improving sentiment across the software sector and particularly encouraging signs in cybersecurity. Overall, Wall Street rates Okta a Moderate Buy, and some of its recently updated price targets point to gains of up to 25% from current levels.

AI Agents Could Be Okta’s Next Demand Driver

If the spending shift is the spark behind this renewed interest, the rise of AI is acting as the accelerant—and this is where the story becomes particularly interesting. Rather than threatening Okta, as some once feared, the AI boom is shaping up to be one of the company's most powerful tailwinds.

The logic is similar to what has already played out with several other software companies this year. For Okta, it works like this: Every time a business deploys an AI agent to carry out tasks, that agent needs its own digital identity to be verified and governed, just as a human employee would. As companies unleash armies of these agents across their operations, the number of identities requiring management could balloon—a phenomenon some have neatly termed identity inflation.

This could transform Okta's opportunity. For years, its growth was tethered to the number of human employees for whom it could charge, but a world awash with AI agents blows that ceiling wide open. Okta has been moving quickly to capitalize, snapping up a specialist business to bolster its ability to monitor and secure both human and machine activity and positioning itself squarely at the center of this emerging need.

From Cash Burn to Cash Machine

Beyond the demand story, a quieter but equally important transformation is taking place in Okta's finances. The company many investors remember as a fast-growing but unprofitable disruptor has matured into something rather different—and considerably more attractive.

Okta has now been consistently profitable for two years and boasts a net cash position of more than $2 billion. That war chest gives it the flexibility to continue buying back shares or make strategic acquisitions—the kind of firepower unprofitable growth companies can only dream of.

The Bull Case Has More Behind It This Time

This is the cherry on top of the renewed bull case. The argument isn't simply that Okta's growth is about to snap back to its former highs, but that the market has yet to fully appreciate its transformation into a durable, cash-generative franchise. In that context, those recent price-target hikes could easily become just the first stops in a much longer rally.

Weighing it all up, Okta looks more compelling than it has in years. A powerful spending shift, a sudden AI tailwind and a much-improved financial profile have combined to give this once-overlooked name a credible path back to favor. The comeback isn’t guaranteed, but for the first time in a long while, the pieces are falling into place.