A Message From Stansberry Research

Dear Reader,

For years, I've recommended to my readers to put a big chunk of their retirement money into one stock: Berkshire Hathaway.

And for anyone who followed my recommendation, they've had the chance to do very well.

But now, I may have found an even better retirement stock for the years to come—and today I'm going to show you the name and stock symbol, totally free of charge. (Click here to get the specifics.)

This is a company few have heard of, yet it's at the epicenter of America's two most important industries right now. (Yes, AI is one of them.)

In my new presentation, I explain everything you need to know about this incredible company, and I reveal the stock market ticker symbol, totally free of charge.

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That's why I believe this might be the greatest retirement stock in America right now.

Click here to get the name and ticker symbol of this amazing stock, totally free of charge. Again, no credit card, or email required.

Regards,

Whitney Tilson
Editor, Stansberry Research

P.S. One more thing. This stock is so powerful, one famous money manager put 60% his entire multi-billionaire fund into the exact same stock I'm going to tell you about today. It sounds crazy until you see exactly what this company owns and does. You'll find everything you need to know, including the stock name and ticker symbol, here.

Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

Submitted by Thomas Hughes. Article Published: 9/8/2026.

Q3 earnings reporting, which kicks off in October, looks set to deliver another solid season for the market. While factors including geopolitics, oil, inflation and the FOMC point to volatility, earnings trends and seasonal trends suggest that a robust rally will follow.

Seasonally, Q4 is typically the strongest quarter of the year. It often starts slowly before ending with a bang, usually capped by a Santa Claus Rally. This year, the stage is set for significant outperformance and confirmation of next year’s results, which may lead to a substantial market reset.

The S&P 500 has historically outperformed its consensus estimates, but that outperformance typically falls in the low-single-digit range. The current narrative is that Q1 and Q2 results were so far above consensus that they revealed a major disconnect in the market. Q1 results outperformed consensus by 1,750 basis points from the low set just ahead of peak season, with average earnings per share (EPS) growth topping 28.5%. Q2 results accelerated, outperforming by 2,750 basis points from the low to the high and peaking above 47%. Against this backdrop, the Q3 consensus estimate of 28.5% growth looks conservative and is likely to be surpassed, with healthy guidance providing an additional boost.

Oil Is Powering the Energy Sector's Earnings Surge

Oil has been a primary driver of outperformance. High oil prices are boosting energy company profits across the sector, benefiting upstream operations while wide crack spreads and strong demand aid downstream operations. The critical takeaway is that the energy sector, which grew EPS by 146% in Q2 and outperformed by 2,400 basis points, is expected to remain strong in Q3 and potentially into Q4 and Q1 2027, helping underpin broader market strength. The forecast for energy-sector earnings growth is just over 100% for Q3.

AI Is the Real Story in Earnings This Year

As robust as the energy outlook is, AI is what’s driving the S&P 500 today. The information technology sector’s earnings were the second-fastest-growing in Q2. NVIDIA (NASDAQ: NVDA) underpinned the gains, along with a broad group of infrastructure companies and a growing number of software companies successfully monetizing the technology. The Q3 forecast calls for another 62% in growth; the revision trend is positive, and outperformance is likely to be substantial.

While NVIDIA remains the primary driver, Advanced Micro Devices (NASDAQ: AMD) is unleashing another wave of GPU capacity. The MI450/Helios launch is expected to show up strongly in Q3 results, including for AMD's ecosystem partners. Early signs, including those from Hewlett Packard Enterprise (NYSE: HPE), the primary source for Helios racks, show strength and momentum. New orders grew 42%, backlog is at record levels, and the pipeline suggests exponential growth in the coming quarters.

Software could return to the spotlight for the right reasons. Q2 results from companies such as Salesforce (NASDAQ: CRM), Snowflake (NASDAQ: SNOW) and a host of cybersecurity companies showed that fears of a SaaS-pocalypse were misplaced. Salesforce, for example, reported explosive growth in its AI offerings, with clients flocking to its platform rather than abandoning it. Key advantages include its data moat, data-handling capacity and agentic automation. Profits, cash flow and capital returns are additional positives.

Earnings Season and Elections Could Break the Market’s Sideways Trend

Seasonal factors suggest that the market will continue moving sideways, potentially correcting ahead of the upcoming earnings season. JPMorgan (NYSE: JPM) kicks off the peak season with a mid-October report, but momentum may not build until early November, after big tech begins reporting and Election Day results are in.

Meanwhile, community opposition to AI data centers is growing and delaying the buildout. Elections may come down to which candidates support data centers, although construction is likely to continue regardless of the outcome. The major hurdles are land, power and water, with power and water more easily addressed. Companies such as Bloom Energy (NYSE: BE) and AirJoule (NASDAQ: AIRJ) provide hurdle-sidestepping technologies, and Bloom Energy, at least, is seeing strong demand. AirJoule is awaiting UL product certification, which is anticipated soon.

Wall Street May Be Underestimating 2027 Earnings Growth

Another catalyst for stock-price action will be long-term forecasts and hints about what 2027 may produce. Forecasts suggest another solid year, but they may be underestimating growth by a wide margin. Assuming the trends from the first half of the year remain in place, Q3 and Q4 will be strong, setting the stage for a solid first half of 2027—an outcome analysts are not currently forecasting. Consensus estimates as of early September suggest a good start, with Q1 2027 earnings expected to grow by nearly 18%, followed by a quick slowdown to nearly flat growth in Q2.

In this scenario, the market is on track for at least four more quarters of S&P 500 earnings growth, outperformance and upward revisions that could drive stock prices higher. With these factors in play, the index is likely to trend higher and could easily advance to 8,500 or higher by early 2027.

The biggest risk is the impact of oil prices on the earnings outlook. WTI is expected to revert to the $60 range sometime in 2027, which would cause a sharp slowdown in average growth.