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So here's a number that got my attention.
Venture capital investment in U.S. crypto companies hit $7.9 billion last year.
Up 44% from the year before.
These are the smartest, most ruthless investors on earth.
And they're betting nearly $8 billion on blockchain.
This isn't some meme coin or flash in the pan crypto trend.
This is infrastructure.
Payment rails, settlement systems.
The digital plumbing that moves our money faster, cheaper, and safer.
The exact same thing that President Trump plans to force $382 trillion worth of financial assets onto by April of 2027.
And there's a single digital asset sitting at the center of everyone of these transactions.
It's the one token that every institution must hold to operate on this new system
Get the full breakdown on the digital infrastructure asset behind the $382T migration.
That's why BlackRock, JPMorgan, Fidelity are already accumulating this fuel now (while it's on sale).
But I don't suggest waiting until the rest of Wallstreet catches on.
By then the big gains are out the window and you could be left fighting for scraps with everyone else.
Click Here for a full report on exactly what it is and how to buy it.
Andy Howard
The Edge™ Senior Blockchain Analyst
P.S. This isn't crypto speculation. This is infrastructure with a firm deadline. See the digital fuel asset Wall Street hasn't priced in yet.
5 Tech Stocks Holding Their Ground Through the AI Trade Pullback
Authored by Ryan Hasson. Published: 8/3/2026.
Key Points
- Despite a broader AI-driven selloff pushing the Nasdaq toward correction territory, Datadog, HPE, Dell, NetApp, and Cisco have shown notable technical resilience.
- With one exception, each stock carries strong year-to-date gains and a Moderate Buy consensus rating or better.
- All five companies report earnings within about six weeks of each other, from Datadog on Aug. 6 through Dell's estimated Sept. 3 report.
- Special Report: SpaceX is offering you shares. Don't take them.
The AI trade hit a rough patch in late July, with chip and AI infrastructure stocks leading the Nasdaq toward correction territory. Semiconductor and memory stocks bore the brunt of the selling as investors questioned whether near-term returns can justify the scale of AI capital spending. Enterprise technology, including both hardware and software, has not been immune to the pressure. However, not every name has cracked under it. A handful of stocks tied to data, storage, networking, and hybrid IT infrastructure have held up better than the broader tech market, with some trading within striking distance of new highs even as sentiment sours elsewhere.
Five stocks in particular fit that profile. Each has its own story, from analyst upgrades to earnings-driven pauses and a top-ranked position within MarketBeat's scoring system. Still, all five have shown impressive technical resilience and notable relative strength.
Datadog: Riding an Upgrade Wave Toward New Highs
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Click here to learn this company's name for free todayDatadog (NASDAQ: DDOG) shares jumped almost 8% in a week after a wave of price target increases from Wall Street analysts. The move stood out against a backdrop of broader tech weakness. The cloud monitoring and observability company closed last week at $267.97, close to its 52-week and all-time high of $278.76. The stock has climbed about 100% year to date, lifting its market capitalization to nearly $100 billion.
The stock carries a Moderate Buy consensus rating from 46 analysts, with an average price target of $268.61. However, it trades at a steep valuation relative to earnings. With a trailing price-to-earnings (P/E) ratio above 700, the bull case leans heavily on continued acceleration in AI-driven demand for its platform rather than traditional value metrics.
MarketBeat's MarketRank places Datadog in the 75th percentile among all companies it evaluates. That is a solid, though not exceptional, score weighed down somewhat by recent insider selling from company directors. Datadog is scheduled to report earnings on Aug. 6, and that report will likely determine whether its recent strength translates into a decisive momentum breakout. After months of sideways action, investors will want to see the stock convincingly clear resistance and hold above $280.
Hewlett Packard Enterprise: The Top-Ranked Name on This List
Hewlett Packard Enterprise (NYSE: HPE) boasts an elite MarketRank among technology stocks, landing in the 100th percentile and ranking fourth out of 593 names in the sector. That is a notable standing for a stock that is up roughly 100% year to date.
Although the stock has pulled back significantly from its earnings-driven 52-week high, it has spent close to two months consolidating above its key moving averages.
That is a bullish formation that has kept its longer-term trend intact. Similar to DDOG, a move above $50 could confirm a breakout and the resumption of its uptrend.
Wall Street rates HPE a Moderate Buy, with an average price target of $67.31 implying meaningful upside of more than 40% from current levels. The company's forward P/E of 17 looks far more reasonable than those of some AI-adjacent peers, while its 1.2% dividend yield adds a modest income component that most of the names on this list do not offer. HPE's next earnings report is expected on Sept. 2.
Dell Technologies: 2026's Biggest Winner Cools Off
Dell Technologies (NYSE: DELL) has been one of 2026's standout large-cap technology performers, with shares up nearly 220% year to date. That run has lifted the company's market capitalization to nearly $261 billion. While several large-cap, growth-focused technology leaders have seen their values cut significantly during the recent correction, DELL has spent several months holding above key moving averages and forming a textbook bullish consolidation. That relative strength positions the stock as a potential leader if the market recovers and DELL clears resistance near $450.
The stock carries a Moderate Buy consensus rating from 32 analysts, with an average price target of $494.67, implying roughly 23% upside from recent levels. Dell's forward P/E of 23 represents a meaningful discount to its trailing multiple of 32, reflecting expectations for continued earnings growth as server and AI infrastructure demand works through the business.
Dell also ranks 10th out of 595 technology stocks on MarketBeat's MarketRank system, with a 99th-percentile score driven by strong marks in analyst sentiment, earnings, and valuation. The company's next earnings date is estimated for Sept. 3.
NetApp: Trending Toward Its All-Time High
Of the five names in this piece, NetApp (NASDAQ: NTAP) may be showing the clearest technical resilience. Shares have begun trending higher toward their 52-week high. The stock closed at $178.50 on July 31, less than 7% below that high. After reaching the high post-earnings at the end of June, the stock has spent almost two months digesting its earnings gap, consolidating well and holding up better than the rest of the market.
With the stock clearing short-term resistance near $177 last week, the next key area of potential resistance and supply is $190, near its all-time and 52-week high. That level now represents a potential breakout and inflection point for the stock.
Analysts are more measured here than on the other four names, with a Hold consensus rating and an average price target of $169.33, below the current share price. Still, sentiment has been improving. Goldman Sachs reaffirmed its Buy rating and $200 price target in June, citing the strength of NetApp's AI-driven storage capabilities in supporting agentic workloads. The stock is up about 67% year to date and has a MarketRank in the 85th percentile among technology companies. Its next earnings report, which could represent a major catalyst, is estimated for Sept. 2.
Cisco Systems: Size and Income
Cisco Systems (NASDAQ: CSCO), the global technology company specializing in networking hardware and software, is enjoying a stellar year of outperformance. Shares are up close to 50% on the year, helped mainly by a significant Q3 2026 beat. Following its May results, the stock rallied nearly 30% to 52-week highs, driven by massive AI infrastructure orders and a significant upward revision to its full-year AI forecast.
Since that June peak, however, shares have retraced nearly 10% from their 52-week high. Like many of the names mentioned above, CSCO has done a good job digesting its post-earnings advance while maintaining a bullish position above several key moving averages. As a result, the stock is consolidating in a tight, flat pattern, with $120 acting as a major momentum breakout level.
Cisco's nearly $460 billion market capitalization makes it the largest company in this group by a wide margin. It also carries a Moderate Buy consensus rating, with an average price target of $123.14.
Its 1.5% dividend yield and strong dividend rating from MarketBeat set it apart from the other four names, none of which offer the same combination of size and income.
The stock also ranks 82nd out of 595 technology names according to the MarketRank system, corresponding to a 92nd-percentile score. Cisco is due to report its Q4 2026 earnings on Aug. 12.
What to Watch From Here
Taken together, these five stocks show that the AI trade sell-off has not affected every corner of enterprise technology evenly. Datadog and NetApp are trading closest to their recent highs; HPE carries the highest MarketRank in the group; Dell has posted the largest year-to-date gain; and Cisco offers a blend of income and relative strength.
Four of the five stocks carry a Moderate Buy or better analyst consensus. NetApp is the lone exception with a Hold rating, suggesting Wall Street sees more room to run even after the gains these stocks have already posted in 2026.
All five report earnings within about six weeks of one another, from Datadog's Aug. 6 report through Dell's estimated Sept. 3 release. That gives investors a compressed window to see whether this resilience holds up against actual results rather than merely favorable price action. With the broader AI trade still working through a correction, these companies' performances relative to expectations could set the tone for enterprise technology stocks heading into the fall.
SpaceX: Love the Company, But the Stock Is a Harder Call
Authored by Thomas Hughes. Published: 8/5/2026.
Key Points
- SpaceX posted strong quarterly revenue growth of 92% year-over-year, but persistent cash burn and heavy capital expenditures continue to pressure its financial outlook.
- The stock trades at over 200 times earnings and a $1.4 trillion valuation, leaving little room for error and significant downside risk even after its post-IPO decline.
- Upcoming insider lockup expirations, rising short interest, and exclusion from major indices like the S&P 500 present near-term risks that could outweigh analysts' optimistic price targets.
- Special Report: SpaceX is offering you shares. Don't take them.
SpaceX (NASDAQ: SPCX) is a great company to follow and support, as it is well-positioned in the global race to commercialize space. It provides numerous opportunities for humanity and investors, but now may not be the best time to buy the stock.
Still suffering from its post-IPO malaise, the stock shows signs of forming a bottom but has yet to confirm one. In the current scenario, SPCX is just as likely to continue its downtrend as it is to recover, and there is more impetus to sell than to buy.
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Click here to learn this company's name for free todayCritical details from the initial earnings report include cash burn: SpaceX is effectively fueling its rockets with cash while launching more rockets at a faster pace each quarter. In this environment, short sellers are a risk that cannot be ignored, and early signs suggest they are leaning into the trade.
MarketBeat’s data reveal that short interest as of July 15 was low, but it has risen steadily since the IPO and is on track to continue rising until another catalyst emerges.
SpaceX Has a Great Quarter, but Cash Burn Remains a Problem
SpaceX had a great quarter, with growth across all segments. Systemwide, revenue increased 92% year over year, outpacing consensus by nearly $1 billion. The $7.8 billion reported was 1,300 basis points better than expected, underpinned by strength in AI.
AI grew by more than 200%, while Connectivity grew by 66%, making them the two largest and most important segments. At nearly 88% of net revenue, they make the “Space” in SpaceX almost an afterthought—one that is absorbing profits from the other two segments.
Margin details highlight the importance of Connectivity, the single largest segment, to the near-term outlook and AI to the long-term outlook. Connectivity, which includes Starlink, is the only profitable segment, and its profitability has so far been insufficient to offset losses in the others.
The good news is that the AI segment’s losses are tied to data center capacity coming online over the next few months and quarters. The segment should at least begin generating profits within the foreseeable future, while the Space segment may burn cash indefinitely.
Guidance was optimistic but presents a hurdle for the market. The company says it is on track to hit a $100 billion annual run rate by year-end and $1 trillion in annual revenue by 2030. These updates signal that the capacity ramp is progressing smoothly, but the company must now hit those targets. The risk is that targets will not be met and profits will fail to impress, given the high expectations and ongoing cash burn. CFO Bret Johnson says capital expenditures (CapEx) will remain similarly high in upcoming quarters, well above what market forecasts initially predicted.
Analyst Optimism May Not Be Enough to Support Price Action
Analysts are optimistic about SpaceX’s future and show high conviction. The 39 analysts tracked rate the stock as a Moderate Buy, with a 72% buy-side bias and triple-digit upside potential. However, they may begin to temper their outlook as expectations for cash burn increase.
In this scenario, a downshift in analyst sentiment could send SPCX into a freefall, with the stock unable to recover until earnings traction is regained. Institutions are likewise a risk, as they may remain on the sidelines until SpaceX gives them an incentive to buy. Continued spending is not the way to do that.
The Risks SpaceX Bulls Are Underestimating
SpaceX’s biggest risk lies in its valuation. Even after the post-IPO sell-off, the company is valued at more than $1.4 trillion, with the market pricing in robust growth. Assuming SpaceX can execute its strategy, scale launches and expand margins, the stock trades at pennies on the dollar compared with the 2035 consensus estimate. However, that forecast is predicated on flawless execution, leaving the stock at a precariously high valuation today. At recent prices, the stock could shed another 50% and still be highly valued. There is upside potential for the stock, but the risks far outweigh the rewards.
What SpaceX bulls underestimate comes down to a handful of costs and risks: the immense expense of space development, the company’s parallel AI buildout, the drag that thin profitability places on market dynamics and the insider lockups set to expire on a staggered schedule. Those lockups are the sharpest near-term risk—they open the door to billions in insider sales, with the first tranche unlocking alongside the second-quarter earnings report.
Additionally, uncertain profitability is a barrier to institutional ownership, particularly from indices such as the S&P 500, which influence trillions of dollars in underlying investments. S&P Dow Jones denied the company early approval, choosing instead to enforce the 12-month listing and GAAP profitability requirements.
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