Here’s a simple question:
What if you only needed 10 stocks for the next few years — even in markets like this?
With precious metals climbing and global headlines getting louder, many investors are realizing the same thing:
Owning everything isn’t the answer.
Owning the right businessesis.
We recently released a concise report outlining:
• 10 U.S. stocks selected for long-term wealth building
• Exposure to durable trends like AI, digital payments, clean energy, and healthcare
• A balance of growth and stability
• Zero fluff — just the logic behind each pick
This report is designed for investors who want clarity, not constant action.
→ View the 10-Stock Buy & Hold Report
→ Read the full long-term investment plan
→ See the stocks built to hold through uncertainty
→ Access the report while it’s still available
It’s currently available—but access won’t remain open indefinitely.
If you want to see how long-term investors are positioning right now, you can start here. (**By clicking this link you agree to receive emails from StockEarnings and our affiliates. You can opt out at any time. Privacy Policy. **)
Rivian's Making a Big Pivot, and the Results Could Be Huge
Written by Sam Quirke. Originally Published: 3/23/2026.
Key Points
- Rivian shares have climbed roughly 20% since early February, with the stock continuing to build on a multi-year uptrend.
- A run of bullish analyst updates in recent weeks suggests growing confidence that the company is approaching a key inflection point.
- With a strategic shift toward mass-market vehicles and a deeper push into software and autonomy, Rivian may be setting up for a breakout moment if it executes effectively.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Rivian Automotive (NASDAQ: RIVN) has spent much of the past year steadily grinding higher and building credibility with investors. While the stock has struggled to sustain new highs, a pattern of higher lows suggests confidence has been quietly improving beneath the surface.
That improving sentiment is now supported by a clearer, more ambitious strategy. Rivian is no longer just a premium electric vehicle (EV) maker focused on a narrow segment; much like Tesla (NASDAQ: TSLA), it is pivoting toward becoming a scaled, mass-market, technology-driven platform business.
2-day warning (Ad)
I've worked for the CIA, personally met four US presidents, and spent 45 years studying the markets—calling Black Monday six weeks before it happened, predicting the fall of the Berlin Wall, and pinpointing the exact bottom in 2009. But what I'm about to share with you is the boldest prediction of my career.
After meeting Elon Musk face-to-face at a private gathering of Wall Street elites and months of my own research, I'm now staking my reputation on one date: March 26, 2026. That's when I believe Elon will announce the SpaceX IPO—what Bloomberg is calling the biggest listing of all time. I have found an access code that lets you grab a pre-IPO stake before it happens, but in 72 hours, your window could close.
Click here to see how to claim your SpaceX access codeThat's a major shift that could fundamentally change how investors value the company—and could have a meaningful effect on the share price.
The Shift to Mass Market Could Unlock Growth
The most visible part of Rivian's pivot is its upcoming R2 model. While the current R1 lineup helped establish the brand and prove demand, those models sit in the premium category and limit the company's addressable market.
The R2 changes that. With a significantly lower expected price point, it is designed to compete in a much larger segment of the EV market, putting Rivian in direct competition with more mainstream offerings. This transition is critical: EV economics depend on scale, and without sufficient volume, profitability is difficult to achieve.
By targeting a broader customer base, Rivian is positioning itself to unlock a step change in demand and accelerate revenue growth. If the R2 rollout succeeds, it could mark the start of a new phase—one defined by higher production volumes, improved cost efficiency and a clearer path to sustainable growth.
Rivian Is Moving Up the Value Chain
But the pivot is about more than volume. Rivian has been investing heavily in software and autonomy, developing in-house systems that could support advanced driver assistance and, over time, higher levels of automation.
These efforts point to a future where Rivian generates more value from software and services layered on top of its vehicles. That distinction matters because hardware-driven businesses tend to be capital-intensive and margin-constrained, while software-driven models typically offer higher margins and more predictable revenue streams. If Rivian can build out this layer of the business, it could materially improve its long-term financial profile.
There are early signs of external validation as well. Partnerships with major industry players, including Volkswagen (OTCMKTS: VWAPY), suggest Rivian's underlying technology and architecture have value beyond its own vehicle lineup. That opens the door to potential licensing opportunities and additional revenue streams not directly tied to vehicle sales.
Analysts Are Starting to Lean In
Wall Street is taking notice. The past few weeks have seen analyst activity tilt more bullish, with Leerink Partners reiterating an Outperform rating and Benchmark maintaining a Buy. Earlier this month, Cowen upgraded the stock from Hold to Buy, signaling growing confidence in the company's direction.
Price targets are beginning to reflect that optimism—Cowen's $20 target implies roughly 25% upside from recent levels. That sentiment is feeding into expectations for the next earnings report in early May, when investors will watch for updates on production timelines, cost management and any clarity around the R2 rollout and broader strategy.
In the near term, the stock may continue to benefit from anticipation. As the narrative around Rivian's pivot gains traction, shares could grind higher into the earnings catalyst if confidence builds further.
Execution Remains the Key Risk
Despite the improving outlook, risks remain significant. Scaling production is one of the toughest challenges in the automotive industry, and Rivian has already faced the complexities of ramping up manufacturing.
Moving into a higher-volume segment increases that challenge. The company will also need to manage its cost base carefully to avoid further strain on its financial position. Competition is another factor: the mass-market EV segment is becoming crowded, with both established automakers and new entrants competing aggressively on price and features.
Timing is another issue. While the long-term vision around software and autonomy is compelling, those opportunities will take time to materialize. In the near term, the business remains heavily dependent on vehicle sales, making a clean R2 rollout critical.
If Rivian can navigate these near-term risks and execute well, the market may be underestimating how quickly the story could improve. Get execution right, and Cowen's $20 price target could become a new floor.
A Quiet Navy Shipbuilding Move Just Put Palantir's Software Deeper Into the Yard
By Chris Markoch. Posted: 3/20/2026.
Key Points
- Keel Holdings has joined Palantir in the U.S. Navy’s ShipOS initiative, a program aimed at modernizing the Maritime Industrial Base with AI and integrated data workflows.
- ShipOS appears aligned with the federal push to rebuild U.S. maritime capacity, even if it sits outside the formal Maritime Action Plan framework.
- Palantir’s government exposure remains a central debate, but the operational work described for ShipOS also resembles problems commercial manufacturers face at scale.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
In a week when defense and aerospace stocks are drawing investor attention, a development has flown under the radar—but it could have significant implications for the U.S. Navy and for Palantir Technologies Inc. (NASDAQ: PLTR).
The development: Keel Holdings and Palantir are partnering to support the U.S. Navy's Shipbuilding Operating System (ShipOS) initiative.
Please check your retirement accounts immediately (Ad)
A severe financial shock is building behind the scenes.
An unusual market anomaly that showed up right before the 1929 crash has now reappeared. When this happened in the past, it erased massive fortunes overnight and ruined millions of Americans.
If you're relying on your investments to grow your wealth or fund your golden years …
Shield your savings before a potential panic begins.
Learn How to Prepare Here.The program is designed to transform America's Maritime Industrial Base (MIB) through advanced artificial intelligence and tighter data integration across shipbuilders, shipyards, and suppliers. ShipOS is backed by up to $4.448 billion in authorized funding.
Palantir CEO Alex Karp said the partnership aligns directly with the company's mission to support U.S. military advantage.
ShipOS was first announced in December 2025, and the latest "news" is the addition of Keel to the existing arrangement with Palantir.
"By leveraging Palantir's AI-powered ShipOS, we are taking meaningful steps to accelerate our schedules, streamline operations, and enhance collaboration across the supply chain," said Keel CEO Brian Carter.
When ShipOS kicked off, then-Secretary of the Navy John C. Phelan described the initiative as more than a simple software rollout—rather, it "puts Palantir's cutting-edge tools in the hands of decision makers at every level" by providing real-time visibility across the supply chain.
A Proof of Concept Running Parallel to a Bigger Policy Push
Recently, President Trump signed an executive order calling for the rebuilding of the U.S. Navy's fleet.
The centerpiece of the effort is America's Maritime Action Plan (MAP), which will be supported by billions of dollars in federal funding.
While ShipOS isn't a formal part of MAP, both initiatives fall under the Navy's Maritime Industrial Base (MIB) workstream, which MAP treats as central to revitalization. ShipOS also appears complementary to several MAP objectives, including:
- Addressing the decline in domestic shipbuilding capacity
- Modernizing shipyards through digital tools and integrated data systems
- Demonstrating efficiency gains in production planning and execution
In short, ShipOS can be seen as the operational, AI-driven proof of concept running alongside MAP's broader policy and funding framework. MAP sets national strategy; ShipOS is already executing a key piece of it on the ground.
What the Skeptics May Be Missing
Skeptics note that this is a military deal and say it highlights Palantir's Achilles' heel: its reliance on U.S. government spending.
There are two perspectives to consider. First, even if this is "only" a government contract, it is substantial. Valued at $448 million, it would represent over a quarter of Palantir's 2025 government revenue of $1.855 billion, reinforcing the bullish view that significant growth remains available to Palantir.
Second, the work Palantir will perform—integrating operational data, reducing bottlenecks, shortening planning cycles, and improving supplier coordination—has clear commercial applications. Three years ago, Palantir's commercial business was almost nonexistent; as of the company's latest earnings report, it now accounts for nearly 45% of Palantir's revenue.
Palantir has moved well beyond its early reputation as a black box used only for military surveillance.
PLTR Technical Setup: Key Levels to Watch
PLTR stock is up more than 15% in the last month.
Investors have been rotating back into the stock amid heightened geopolitical tensions after the United States and Israel commenced military action against Iran.
That said, price action has consolidated over the past two weeks, reflecting broader market uncertainty and ongoing debate over Palantir's valuation.
Over the long run, the bull case for Palantir remains intact.
The analyst consensus price target is around $195—roughly 2% above its level before the recent rally. UBS recently reiterated its Buy rating and raised its target to $200 from $180, while Dan Ives of Wedbush kept his Outperform rating with a $230 price target.
In the short term, the 50-day simple moving average (SMA) looks important. Despite recent volatility, the stock has hovered around that level. A convincing, sustained move above the 50-day SMA would likely be required to kick off the next leg higher.
This email content is a paid advertisement for StockEarnings, a third-party advertiser of MarketBeat. Why did I receive this email content?.
If you have questions or concerns about your account, feel free to contact MarketBeat's U.S. based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Place, Suite 620, Sioux Falls, SD 57103. U.S.A..
Post a Comment
Post a Comment