There’s a modern day gold rush happening here. How to invest

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Today’s issue in preview:

• There’s a modern day gold rush happening here. How to invest

• Stocks for investing in “the next big AI trade”

• Stocks for profiting from the panic over AI safety

• Learn our Top Themes to buy now

There’s a modern day gold rush happening here. How to invest

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In yesterday’s issue, we detailed how stocks in the Healthcare Diagnostics field are surging to new highs. This theme’s strength is made more impressive when you consider that most themes, industries, and major stock indices are currently moving in sideways consolidation patterns or declining.

Healthcare Diagnostics firms such as Guardant Health (GH), Natera (NTRA), and Illumina (ILMN) are lighting up the stock market leaderboard because they are benefiting from several megatrends at the same time.

One is demographics. More than 10,000 Americans reach retirement age every day. The U.S. population aged 80 and older is projected to roughly double, from 14.7 million in 2025 to 29.4 million by 2045.

This is the enormous Baby Boom generation entering the phase of life where health care and longevity spending skyrockets. For many boomers, a typical month involves going to see at least one doctor to have something looked at, removed, or treated.

This means many health care businesses are experiencing huge demand now – and will for at least the next decade.

Two is exponential technological progress. Thanks to major advancements in genomic sequencing, AI-powered analytics, imaging technology, and preventative treatment, healthcare is becoming much better and more personalized. This is driving huge demand for all kinds of new tests, tools, and treatments.

As you think about these megatrends and how to benefit from them, don’t forget about the world of Healthcare Tools & Services.

This is a varied investment theme that comprises companies that provide drug testing equipment, research services, specialized microscopes, drug manufacturing services, and other critical – yet underappreciated – parts of America’s giant healthcare industry.

We believe this series of industries offers significant opportunities.

As revenue surges for large drug makers, medical device makers, and health care clinics, more money can be invested into infrastructure, research & development, and future growth.

Most importantly, the market is agreeing with this outlook. One of America’s largest players in Healthcare Tools & Services – Thermo Fisher Scientific (TMO) – just reached a new one-year high.

TMO is one of the world’s largest healthcare tools & services companies.

It’s a diversified giant that provides drug manufacturing services, clinical research trial services, precision drug testing equipment, DNA sequencing, and many other critical services. Its customers include large drug makers, small drug makers, and any entity performing healthcare-related research & development.

In its most recent earnings report, TMO reported strong 10% top-line growth and 13% earnings-per-share growth. This business performance has driven TMO stock to a 38% gain over the past year and a new one-year high. The stock is poised to break out of a large five-year consolidation pattern.

TMO is not the only Healthcare Tools & Services provider leading the market.

This week, leading drug development equipment and services firms Avantor (AVTR), Waters (WAT) and Revvity (RVTY) reached one-year highs as well. These new highs show that this is a larger industry trend, not simply TMO doing well.

The giant business, tech, and demographic trends that shape our world tend to play out in five or more years, not five months. This means the stock market trends they manifest play out over the same time periods.

With this trend truism in mind, I once again remind you that if you like money, keep it invested in healthcare. The new highs in the stocks detailed above confirm our thesis that a modern-day gold rush is on.

Stocks for investing in “the next big AI trade”

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It turns out, being bullish on genomics was a very good idea.

This morning, shares of the ARK Genomic Revolution ETF (ARKG) soared 8.5% to reach a new all-time high. The move was driven by strength in bleeding-edge genomic testing firms Natera (NTRA) and Illumina (ILMN), plus a 14% surge in AI-centric healthcare analytics firm Tempus AI (TEM).

Constant Money & Megatrends readers are not surprised to see the genomics theme surge to new highs.

Over the past year, we’ve written over half a dozen research notes about the extraordinary upside potential of biotech and genomics. We’ve written specific bullish notes on all the names listed above.

Genomics is the science of analyzing human DNA – often referred to as the “software code of life” – to create tests, medicines, and treatments.

Years of innovation in this field have us on the brink of creating many customized treatments based on an individual’s DNA… and even “editing” genes to cure disease.

Bulls on the industry believe it will get a giant “AI boost,” because super-intelligent computer programs can analyze genes and treatment effects so well… and have the potential to create drugs on their own.

The fusion of AI and genomics should generate dozens of compelling stock narratives over the coming years. Researchers running superintelligent AI programs will be able to create useful new diagnostics and run millions of digital simulations of drugs and treatments. This will put medical innovation into overdrive… and create many big stock market winners.

The personalized approach to medicine that genomics offers has us on the cusp of a historic revolution in healthcare. Ten years from now, medicine will be transformed… and a lot of money will be made along the way.

I’ve frequently mentioned how the ARK Genomic Revolution ETF (ARKG) is one way to track and trade the genomics theme. It owns a basket of bleeding-edge genomic companies.

One of its largest holdings, Tempus AI, is often cited as a premier way to play “AI in health care.” It holds genomics tools and services firm 10x Genomics (TXG) and synthetic DNA firm Twist Bioscience (TWST).

ARKG also holds significant positions in Natera and Illumina… plus positions in promising “gene editing” companies CRISPR Therapeutics (CRSP) and Intellia Therapeutics (NTLA).

ARKG is up 61% since our October 2025 recommendation. NTRA is up 107%. ILMN is up 146%. TWST is up 394%. TXG is up a whopping 555%.

It’s increasingly looking like genomics is being painted with the “AI brush,” a development that can turbocharge any trend or stock here in 2026. ARKG and many of its constituents hit new all-time highs today. More are likely to follow.

Stocks for profiting from the panic over AI safety

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Few things are better for business than a global panic over AI killing us all.

At least, that’s the case if you’re in the cybersecurity industry.

That’s why industry leaders CrowdStrike (CRWD), Fortinet (FTNT), SentinelOne (S), Okta (OKTA) and F5 (FFIV) are reaching new one-year highs today, in addition to the Global X Cybersecurity ETF (BUG) reaching new highs.

In Monday’s issue, we analyzed the global panic over AI safety and how we should react to it.

Part of the current fuss over AI development stems from recent and former Anthropic employees airing concerns that AI “could kill us all.”

They have shared precious few details on exactly how AI would do that, but presumably, they have some movie scenarios in mind, such as a “bad” AI taking over nuclear missile launches, developing a killer virus, or taking over transportation systems and causing catastrophic accidents.

Whatever the vector is, the public is now sufficiently spooked over AI. Political leaders are spooked over AI. And business leaders are spooked over AI.

This is all bullish for the cybersecurity business. After all, few things drive large increases in corporate cybersecurity budgets like a global AI panic.

We can see the future very clearly: Your average Fortune 500 CEO will be encouraged by his board to increase the cybersecurity budget. He will be encouraged by his executive team and workforce to increase the cybersecurity budget. Even his wife and kids will encourage him to increase the cybersecurity budget.

After all, the guy on the news said that “AI could kill us all”!

And this panic should continue to make our AI cybersecurity call a winner.

Back in March, we detailed how the “Agent Supernova” was set to create huge amounts of new cybersecurity threats across banking, transportation, healthcare, manufacturing, and corporate secrets.

Agent Supernova is our name for the megatrend of AI-powered “agents” working throughout the global economy.

Years of development have made AI advanced enough to perform many everyday tasks people do now… and the list keeps growing. Over the next 12–24 months, AI agents will help manage factories, perform financial analysis, manage inventories, write software, design websites, create legal documents… and thousands of other tasks.

Within two years, the number of AI agents operating in the American economy isn’t poised to increase by 10X… or 50X… or even 1,000X. Try at least 10,000X.

This is the coming Agent Supernova: agents working with people, agents working with other agents, agents running businesses, and negotiating with other agents.

The Agent Supernova is about to introduce billions of “AI workers” into our economy with very little day‑to‑day human oversight. The business and investment implications are huge. It will transform many businesses and industries, end many as we know them, and create entirely new ones.

In our original research note, we detailed how this megatrend would also create huge amounts of new cybersecurity risks. If we’re going to have millions of AI agents performing billions of daily tasks in health care, education, energy, transportation, manufacturing, and technology, then we’re going to have billions of points of cybercrime vulnerability. And remember, crooks get to use AI too.

If agents can roam the web, communicate for you, log in to your apps, move money, and modify data at machine speed, then a compromised agent can do the same damage just as fast – now with far less human oversight to catch mistakes or intrusions. We stated this is why well-positioned cybersecurity companies are poised to enjoy years of booming business.

At the time of our note, cybersecurity stocks – a special type of software stock – had suffered a sharp decline due to investor concerns that AI would disrupt software.

Soon after our note, cybersecurity stocks staged a huge rebound as investors began to believe AI wouldn’t disrupt the business as much as they had thought. This rally has sent leaders CrowdStrike and Palo Alto Networks (PANW) up more than 100% from their bottoms. This sector’s big drop and subsequent huge rise have given rollercoasters a run for their money.

AI is the most exciting and potentially transformational technology of our time. The high-profile concerns aired by AI insiders over the past week are an indication that it’s also probably the most dangerous. That’s bullish for the cybersecurity industry.

Market Notes

• Our May 7 recommendation to consider Dell Technologies (DELL) was well timed. The stock is up 239% since our write-up and just reached a new all-time high.

• Our April 15th recommendation to own Nebius (NBIS) is still doing well. NBIS is up 6% today after news it is raising on-demand GPU prices by 20%.

• Our October 8th recommendation to own the Boomer healthcare trend is paying off. Thermo Fisher Scientific (TMO) and Takeda Pharmaceutical (TAK) both hit new highs today.

• Tech giants Advanced Micro Devices (AMD), Qualcomm (QCOM), and International Business Machines (IBM) all hit new one-month highs today.

• Our September 1st recommendation to own Securitize (SECZ) as part of the tokenization trend is already paying off well. SECZ is now up 19% today.

Regards,

Brian Hunt
Editor, Money & Megatrends

An urgent message from our colleagues:

A “bloodbath” Is Coming

Silicon Valley billionaires are hoarding guns, gold, and even military grade gas masks… or fleeing the country altogether. What do they know that you don’t? This AI insider is stepping forward with this time-critical message: Move your money before September 30th, ahead of the dangerous next phase of the AI market.

Here’s the one urgent move you need to make with your money immediately.