Worst News for Stocks in 50 Years

Wall Street’s declared what could be the worst news for the U.S. stock market in 50 years.

If Goldman Sachs and Morgan Stanley are right… this won’t be like the crashes we’re used to. What’s about to hit America next could keep your portfolio in the red for 10 years or longer – unless you make a big change now. 

To hear about this decade-long crisis now being predicted by multiple Wall Street banks… 

And to see what you can do to prepare your wealth before this hits… 

Click here to learn how to defend your portfolio. 

Regards, 

Keith Kaplan
CEO, TradeSmith 

P.S. You may have noticed we see “surprise” crashes every year now. Think about it: rate spikes in 2022… the bank crisis in 2023… $8 trillion wiped out in 2024… $11 trillion wiped out during the tariff crash in 2025… and, this year, $12 trillion was wiped out in 30 days during the Iran War. Something is off and Wall Street suggests this could continue (and worsen) well into the 2030s. Click here to learn the truth about this market and see what you must do now to prepare.

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Thursday’s Exclusive News

Why Anthropic’s Custom Chip Plans Could Benefit Broadcom

Authored by Leo Miller. Date Posted: 4/17/2026. 

Key Points

• Broadcom and Anthropic are partnering on a massive TPU deal
• Anthropic is also considering developing its own chips, providing an additional opportunity for Broadcom
• However, whether Anthropic will actually develop its own chips is far from confirmed
• Special Report: Elon’s “Hidden” Company

Large language model developer Anthropic is one of the top names in the artificial intelligence (AI) race and is growing rapidly. From the end of 2025 to early April, Anthropic says its annual revenue run rate increased by more than three times, from $9 billion to over $30 billion.

To support that growth, the company is partnering with semiconductor giant Broadcom (NASDAQ: AVGO). Anthropic plans to access 3.5 gigawatts of Tensor Processing Unit (TPU)-based AI compute through Broadcom over the coming years — the same type of chips Broadcom has co-developed with Google parent company Alphabet (NASDAQ: GOOGL).

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However, reports have surfaced that Anthropic is exploring the development of its “own” AI chips. For investors, it’s important to understand what that actually means — and why Anthropic designing chips could ultimately be another win for Broadcom.

AI Chip Development: Why Anthropic’s Exploration Could Include Broadcom

As first reported by Reuters, Anthropic is “exploring the possibility of designing its own chip,” according to three unnamed sources. The discussions are reportedly at an early stage: the company may decide to buy chips from third parties instead of designing its own, and Anthropic has not yet assembled a dedicated team for this project.

If Anthropic does pursue custom chips, it could have important implications for Broadcom. At first glance, the phrase “building its own chips” might suggest Anthropic would act entirely independently of firms like Broadcom. In practice, that outcome seems unlikely.

When companies say they want to develop their own chips, they often mean they will partner with semiconductor specialists such as Broadcom. Many refer to the TPU as Google’s “own” chip, yet Google has partnered with Broadcom to develop TPU technology for roughly a decade. Meta Platforms (NASDAQ: META) also works with Broadcom on its Meta Training and Inference Accelerator, while Amazon.com (NASDAQ: AMZN)partners with Marvell Technology (NASDAQ: MRVL) on its Trainium chips.

This shows a clear trend: even the world’s largest, best-capitalized companies rely on semiconductor experts to design and build custom chips. Despite Anthropic’s rapid growth, it would be difficult to argue its resources exceed those of the Magnificent Seven tech giants. If those firms partner with semiconductor stalwarts, Anthropic is likely to follow a similar path — and a Broadcom partnership could be very lucrative for the chipmaker.

Expanding Beyond TPUs? Why Broadcom Could Benefit

Although Anthropic is currently purchasing TPUs, a joint effort to develop bespoke chips with Broadcom would be attractive to the chipmaker. Such an arrangement would require more customized engineering and services from Broadcom, which could translate into a higher-margin revenue stream compared with selling standardized TPUs.

Margins could also improve if Google were not part of the partnership. If the TPU deal includes revenue-sharing between Broadcom and Google, a direct Broadcom–Anthropic agreement could shift more value to Broadcom. The exact financial terms of the TPU arrangement are undisclosed, however, so the size of this potential benefit is hard to quantify.

Co-development deals with chip customers also tend to be multi-year commitments. While Broadcom already has a multi-year TPU agreement with Anthropic, a fully custom solution would likely deepen and extend the companies’ relationship. Given Anthropic’s rapid growth, locking in a long-term custom-chip partnership would be advantageous for Broadcom.

That said, Broadcom is not guaranteed to win any future Anthropic business. Anthropic also has a strong relationship with Amazon: Amazon has invested $8 billion in Anthropic, and Anthropic uses Amazon’s Trainium chips. That connection raises the possibility that Marvell, Amazon’s custom chip partner, could compete for or win a design mandate.

Anthropic’s Potential Custom Chip: All Smoke, No Fire at This Point

It’s important to remember Anthropic’s custom chip may never materialize. Still, if it does, Broadcom or Marvell — among other chip designers — could stand to gain meaningfully. Competition for any deal would likely include several semiconductor firms beyond those two.

Nevertheless, the ties between Broadcom and Marvell to Anthropic are among the strongest. Broadcom’s link is direct, given Anthropic’s announced partnerships with the company. Anthropic’s relationship with Marvell is more indirect, stemming from its partnership and investment ties with Amazon.

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Thursday’s Exclusive News

Defense Budget Expansion: 3 Mid-Cap Names in a Sweet Spot 

Authored by Chris Markoch. Date Posted: 4/20/2026. 

Key Points

• A proposed surge in defense spending is accelerating demand for next-generation military technologies.
• Mid-cap defense companies offer growth potential as they gain contracts and visibility.
• Autonomous systems, cybersecurity, and shipbuilding are key themes driving long-term upside.
• Special Report: Elon’s “Hidden” Company

In early April, the Trump administration proposed increasing defense spending to $1.5 trillion for 2027. This was the largest such request in decades and would mark a 44% boost for the Pentagon. At first glance, it might be easy to link this request to the Iran war. However, the administration floated its desire for a larger defense budget before that conflict began.

The reason is both practical and strategic: the current military infrastructure is not optimally configured for the nature of future warfare. Preparing for that future will require more investment in next-generation shipbuilding as well as in autonomous defense solutions.

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This helps explain why defense and aerospace stocks have led the market higher in 2026, including big names like Lockheed Martin (NYSE: LMT) and Northrop Grumman (NYSE: NOC). There’s also a growing opportunity in mid-cap stocks that have less visibility than their major index counterparts and are still being repriced.

Kratos Defense: A Pure Play on Autonomous Warfare Growth 

The push for unmanned autonomous technology in the defense sector will require both offensive and defensive solutions. Kratos Defense & Security Solutions (NASDAQ: KTOS) operates in both areas.

On the defensive side, Kratos is one of the largest producers of counter-unmanned aerial systems (C-UAS). That market is projected to grow from roughly $6.64 billion in 2025 to about $20.31 billion by 2030, representing a compound annual growth rate near 25%. In March and April 2026, the company announced contracts totaling more than one-third of its fiscal year 2025 (FY2025) revenue of $1.35 billion.

On the offensive front, Kratos’ XQ-58 Valkyrie has been adopted by the U.S. Marine Corps, which continues to procure more Valkyries and could move Kratos closer to becoming a program of record for the Department of Defense.

KTOS is down about 40% from its year-to-date (YTD) high, with institutional selling outpacing buying. Still, analysts project earnings growth of around 38% and continue to raise price targets. That gives investors a more attractive entry point for a stock that is still up more than 100% over the past 12 months.

Leidos: Software and Cybersecurity Powering Modern Defense

The need for offensive and defensive solutions applies to software as well as hardware. Leidos (NYSE: LDOS) represents the software side of the modern defense industry. The company focuses on modernizing U.S. government IT systems, cybersecurity, engineering and professional services, along with offerings in IT, analytics and mission-critical systems.

In 2025, Leidos was awarded a multi-year contract with the U.S. Transportation Security Administration. Investors felt the near-term impact of that contract in the company’s Q4 2025 earnings report.

Leidos missed revenue expectations largely because of the six-week government shutdown in 2025. Looking ahead, management has pointed to the Golden Dome project as a potential catalyst in 2026 and beyond. The company is also expected to triple capital expenditures to $350 million, which appears to be a prudent investment to expand production capacity and upgrade classified facilities.

That said, LDOS is down about 20% from its YTD high amid concerns that advances in artificial intelligence could disrupt cybersecurity companies, and some analysts have trimmed price targets. Still, the consensus price target for LDOS is $208.27, more than 30% above the stock’s mid-April level.

Huntington Ingalls: Shipbuilding Strength Meets Next-Gen Tech

Huntington Ingalls (NYSE: HII) blends traditional shipbuilding expertise with next-generation technologies. The company’s shipbuilding capabilities align well with the America’s Maritime Action Plan (MAP), a sweeping blueprint to update and expand U.S. shipbuilding capacity.

Even before the MAP announcement, Huntington Ingalls forecasted up to $50 billion in new government contracts over the next 24 months. For context, the company generated just over $12 billion in revenue in 2025.

Huntington Ingalls is also growing a Mission Technologies segment that includes AI, cyber defense and unmanned systems. That segment accounted for roughly a quarter of the company’s revenue in 2025 and is expected to expand in the coming years.

HII is the momentum pick in this group. The stock is up about 15% in 2026 and is trading slightly above its consensus price target of $383.22. Analysts have been raising price targets ahead of the company’s May 7 earnings report, suggesting there may be additional upside for a stock that is drawing significant interest from institutional investors.

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