Dear Reader,
If you operate a standard checking or savings account, your money could be moved onto a new government-controlled network called FedNow.
The Fed is calling it a "speed upgrade" for the banking system.
They are telling banks …
"Join our new FedNow network and your customers will be able to send and receive money in seconds. Any time. Any day. Holidays included."
No wonder over 1,500 banks and credit unions have already signed on.
But here's what nobody's talking about …
For the first time in history, every single transaction moving through the US banking system will pass through one centralized "Fed-controlled" hub …
Silently tracking every purchase, transfer, bill payment and donation you make.
Currently, $2 TRILLION worth of transactions go through the traditional network every single day. But soon, it will be funneled through the new network that the Federal Reserve has built, operates and can see in real time.
That's the part buried in the Federal Reserve Docket No. OP-1670.
In fact, on page 84 of the 93-page document, they admit that it will make it easier to track the spending of Americans.
That's why I've put together 4 steps to "Fed proof" your savings before FedNow grants them complete control over your savings.
Discover the 4 simple steps here.
Good luck and God bless!
Martin D. Weiss, PhD
Weiss Ratings Founder
P.S. I've been watching government moves into personal finance for over 50 years. Cyprus savers didn't see it coming in 2013. Canadian truckers didn't see it coming in 2022. Don't let FedNow catch you off guard. See the 4 "Fed proof" steps before it's too late.
Tempus AI Sold Off After a Beat—But the Rebound Case Is Building
Submitted by Thomas Hughes. Article Posted: 2/25/2026.
Key Points
- Tempus AI is framed as deeply discounted versus analyst targets, with improving margins and guidance supporting a rebound setup.
- The quarter showed strong reported growth and durable retention, with narrowing losses and an improving profitability trajectory.
- Analyst sentiment and institutional buying are portrayed as supportive, while debt and short interest remain the main risks.
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Tempus AI (NASDAQ: TEM) appears to be a compelling buy for tech traders. As a leading provider of AI-enabled services and infrastructure for healthcare, the stock looks positioned for a robust rebound. Trading near 52-week lows in late February, the shares sit more than 45% below analysts' consensus price targets, yet several tailwinds could support a meaningful recovery.
Those tailwinds include operational outperformance, better-than-expected guidance, and internal metrics that point to not only improving client counts but also an enviable penetration rate.
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The takeaway for investors: the company appears to be nearing an inflection to profitability, possibly before year-end, which could provide the catalyst to bring the stock back toward — and potentially above — prior highs. For more context, see MarketBeat's longer look at how Tempus's volatility may create buying opportunities here.
Tempus AI Delivers Beat-and-Raise Quarter: Shares Fell
Tempus AI reported a strong quarter, with revenue rising roughly 83% year over year. The top line exceeded MarketBeat's reported consensus by about 120 basis points (1.2%), driven by a 121% increase in diagnostics, a 56% gain in MRD, and 25% growth in Data & Applications. Much of the growth reflects acquisitions; on an organic basis revenue was closer to 33.5%, which is still solid. Remaining contracted revenue remains healthy at more than $1.1 billion, and net retention exceeds 125%.
Margins also improved. Gross profit rose 94.7%, and adjusted EBITDA turned positive year over year, showing a marked improvement from the prior quarter. Adjusted earnings per share showed a loss of $0.04 but were materially better than consensus expectations and were supported by encouraging guidance.
Guidance offers two reasons the stock could move higher. First, management expects full-year fiscal 2026 revenue of $1.59 billion, roughly 65 basis points (0.65%) above consensus. Second, management tends to guide conservatively, increasing the chance that Tempus will once again outpace expectations in coming quarters — a reliable catalyst for improved market sentiment.
Analysts Reaffirm Bullish Outlook for Tempus AI
Analysts' reaction to the quarter was muted overall, suggesting the results were largely in line with expectations. Two tracked revisions within the first 12 hours — from BTIG and Morgan Stanley — reaffirmed their Buy and Overweight ratings, highlighting the bullish bias in the data.
Of the 14 ratings tracked by MarketBeat, eight are Buy or better, and the consensus is a Moderate Buy. Price targets remain constructive: while BTIG trimmed its target, the new $90 level still sits above the consensus, and Morgan Stanley maintained a higher target, implying as much as ~75% upside potential this year.
Institutional activity is also supportive. MarketBeat data show institutions own roughly 25% of the stock and have been net buyers since the IPO. Q1 2026 saw record institutional buying, with net purchases exceeding $500 million — about 5% of market capitalization — and a buying-to-selling ratio of more than $3 bought for every $1 sold. That creates a strong support base and makes a sustained decline less likely; critical technical support sits near $50 and could act as a launch pad if the stock approaches that level.
Tempus Hits Bottom in Early 2026 Despite Risks
Key risks include leverage and short interest. Debt levels are elevated but appear manageable if the company hits its profitability inflection. If performance meets expectations, the debt concern should recede. Short interest, currently near 12%, could create volatility but also the potential for short-covering rallies when positive catalysts arrive.
Technically, the chart action suggests the shares may be at or very near a bottom. Stochastic indicators show the stock is oversold, while the MACD indicates waning bearish momentum — a setup for a potential bullish momentum swing. The timing and magnitude of any rally will depend on catalysts, which could emerge later in the year. Watch for expanding partnerships, a deepening client base, regulatory milestones, and AI-enabled product rollouts as potential triggers.
Can Analog Devices Really Hit $400 This Year?
Submitted by Thomas Hughes. Article Posted: 2/18/2026.
Key Points
- Analog Devices has a strengthening tailwind from end-market normalization and data center demand.
- Guidance is of "wow" quality and is likely to be cautious.
- Analysts are lifting price targets, pointing to fresh highs this year.
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Analog Devices’ (NASDAQ: ADI) share price could top $400 this year, supported by a swelling outlook after its fiscal Q1 2026 earnings report.
End-market normalization is becoming a robust tailwind as AI drives datacenter and broader semiconductor demand. For ADI investors, that suggests sustained, accelerating revenue growth, wider margins, and stronger cash flow to support capital returns.
Analog Devices Reports 4th Quarter of Accelerating Growth: Guidance Wows
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Analog Devices saw a strong quarter, with growth across all end markets. The company reported $3.16 billion in net revenue, a 30.6% year-over-year (YOY) increase that outpaced consensus by 130 basis points. Segmentally, Industrial and Communications (which includes the datacenter business) led with gains of 38% and 63%, respectively.
Automotive was the weakest link, up 8%, but it is expected to strengthen over time. Consumer grew by an impressive 27%.
Margin news was notable. The company widened its GAAP margin by a quadruple-digit basis-point amount and its adjusted margin by a triple-digit basis-point amount. Adjusted gross margin improved by 240 basis points, and adjusted operating margin improved by 500 basis points, helping drive a 52% increase in adjusted earnings and robust free cash flow.
Operating cash flow improved by 43% on a trailing 12-month basis, while free cash flow rose 39% to more than $4.5 billion.
Robust free cash flow is critical because it enables reinvestment, capital returns and balance sheet maintenance.
Guidance was the main market catalyst. The company’s forecast for Q2 revenue and earnings came in significantly above consensus at the low end of the range, implying at least a 500-basis-point outperformance in the upcoming quarter and more than 1,000 basis points at the high end. Given the results and clear momentum, the company is likely to perform at the high end of its range, if not outperform guidance.
Analog Devices Capital Return Is Dialing in on Dividend Aristocrat Status
Analog Devices' capital return is noteworthy for several reasons, including its record of dividend increases. The company announced its 22nd consecutive annual increase alongside its fiscal Q1 release, sustaining a low double-digit distribution CAGR and putting it on track to become a Dividend Aristocrat by decade’s end. (Note that the company's fiscal reporting period does not align with the calendar year.)
Inclusion in the Dividend Aristocrats index would likely increase buy-and-hold ownership and reduce market volatility. Until then, the dividend appears well-covered at less than 50% of expected earnings and yielded a market-average 1.15% as of the pre-release close.
Share repurchases are equally significant. Q1 buybacks reduced the share count by an average of 1.4% year-over-year during the quarter and are expected to continue at a similar pace this year. The balance sheet shows no red flags: cash and current assets rose, long-term debt declined, and equity remained steady. Leverage is low, with cash up 16% year-to-date and long-term debt roughly 2.5 times the cash balance and about 0.2 times equity.
Analysts Trends Drive Analog Devices’ Market Sentiment
The initial analysts’ response to Analog Devices’ FQ1 report is bullish, continuing the trend. Price target increases from Stifel Nicolaus and Cantor Fitzgerald place the stock at the high end of the target range, with Cantor’s $400 target aligning with the current high. That target implies roughly 18% upside from the pre-release price, which could be reached before the second half of the year.
MarketBeat data reveals strong coverage with 29 analysts tracked, up from the prior year, a firming Moderate Buy consensus, and price targets trending higher.
Institutional activity is also supportive. While institutional selling increased over the past 12 months, quarterly flows remained net positive throughout the year and into early 2026.
In the first six weeks of the year, purchases exceeded sales by more than $1.50 for every $1 sold, a tailwind for price action given 87% institutional ownership.
Short sellers do not appear to be a material risk. Short interest is low—below 2%—and was declining as of early February.
Analog Devices Rockets Higher on Strong Results
ADI shares jumped more than 5% in premarket trading after the release, reflecting investor surprise and the potential for further gains. However, profit-taking could cap near-term upside, leading to consolidation or a pullback before a renewed advance to fresh highs.
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