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10 Stocks With Huge Catalysts on the Horizon

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In this article, we will look at the 10 Stocks With Huge Catalysts on the Horizon.

The August 1 tariff deal is approaching; however, the market seems to have gotten used to the tariff headlines. To discuss the impact of tariffs, Tobin Marcus, Wolfe Research’s head of policy, joined CNBC for an interview. He noted that, certainly at the level of tariff headlines, investors have now desensitized and are not panicking about the news regarding what can happen with upcoming trade deals. However, he thinks that the tariffs might impact the market when it starts to show up in economic data and in margins. Marcus highlighted the fact that the market is currently tech and AI-driven is also one of the factors behind market resilience against tariffs, as these sectors are not impacted by the policies yet.

While addressing whether tariffs are a ticking time bomb, Marcus noted that while there’s still a lot of impact yet to come from tariffs, calling them a time bomb would be an exaggeration. He noted that we are yet to see the impact of tariffs that have been implemented in addition to the new deals expected on August 1. Marcus highlighted that tariffs that are being implemented are below the threatening figures that made headlines earlier, but they are still above the current market levels. He noted that institutional investors have already shown residual concern regarding the impact, as they acknowledge that the impact is going to land sooner or later on margins or earnings of the market. However, the market continues to move higher as there are other positive things going on, creating an overall bullish environment.

With that, let’s take a look at the 10 stocks with huge catalysts on the horizon.

A business person consulting with their financial advisor showing their portfolio of stocks.

Our Methodology

To curate the list of 10 stocks with a huge catalyst on the horizon, we used reputable financial media and company investor relations pages to aggregate a list of stocks with major product or partnership announcements. Next, we ranked these stocks in ascending order of the number of hedge fund holders as of Q1 2025, sourced from Insider Monkey’s database.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

10 Stocks With Huge Catalysts on the Horizon

10. Nektar Therapeutics (NASDAQ:NKTR)

Number of Hedge Fund Holders: 20

Nektar Therapeutics (NASDAQ:NKTR) is one of the Stocks With Huge Catalysts on the Horizon. On June 24, Nektar Therapeutics (NASDAQ:NKTR) announced positive results from the Phase 2b REZOLVE-AD trial of Rezpegaldesleukin to treat moderate-to-severe atopic dermatitis.

The drug showed significant improvement in Eczema Area and Severity Index scores after 16 weeks compared to placebo. Some notable points from the results include a 75% reduction in EASI, itch reduction, body surface area affected, and physician-assessed severity scores. The results highlighted that these improvements appeared quickly after starting treatment, helping differentiate this therapy from existing options.

Moreover, Rezpegaldesleukin also led to strong, dose-dependent reductions in inflammatory markers tied to atopic dermatitis, including TARC/CCL17 and IL-19. Management noted that this shows that the treatment works using a unique Treg (regulatory T-cell) mechanism, which could be a first in its class. Nektar Therapeutics (NASDAQ:NKTR) plans to present these findings at medical conferences later in 2025, whereas the long-term maintenance data are expected in early 2026.

Nektar Therapeutics (NASDAQ:NKTR) is a clinical-stage biotech company developing therapies that target immune system dysfunction in autoimmune, inflammatory diseases, and cancer.

9. KalVista Pharmaceuticals, Inc. (NASDAQ:KALV)

Number of Hedge Fund Holders: 29

KalVista Pharmaceuticals, Inc. (NASDAQ:KALV) is one of the Stocks With Huge Catalysts on the Horizon. On July 25, KalVista Pharmaceuticals, Inc. (NASDAQ:KALV) announced that its oral drug Sebetralstat received a positive opinion from the European Medicines Agency’s CHMP.

Sebetralstat treats acute attacks of hereditary angioedema in patients 12 years and older. Management noted that the final decision from the European Commission is expected by early October 2025. If approved, the drug would be the first and only oral on-demand treatment for hereditary angioedema available in Europe.

The positive opinion by CHMP is based on results from the phase 3 KONFIDENT clinical trial, which was the largest trial ever for HAE, involving 136 patients in 20 countries. The results showed that the drug provided rapid symptom relief, reduced attack severity, and was well-tolerated with a safety profile similar to placebo. Sebetralstat is already approved in the US and UK under the brand name EKTERLY.

KalVista Pharmaceuticals, Inc. (NASDAQ:KALV) is focused on developing treatments for diseases with high unmet need, especially hereditary angioedema.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…