We live in an information-overload world, where “change is the only constant” isn’t just a saying — it’s a daily reality.

But that change isn’t just constant. It’s accelerating. And for most people, that speed feels disorienting, even exhausting.

Every day, investors are bombarded with data, headlines, and market noise. That flood of information without context, combined with the breakneck pace of change, fuel sudden bursts of volatility that seem to come out of nowhere and leave people scrambling to keep up.

That’s why most investors feel like they need to “react.” And that’s why most investors “kill” their portfolios and their futures by making emotionally-driven decisions.

As Wealth Builders, we don’t search for “signals” in all that noise. We look for the “meaning” behind it all.

We don’t react …

We act with purpose.

We look for the often-subtle confirmations of the powerful storylines that we’re following for you (and with you). And we also look for new storylines that emerge.

All of that helps build wealth. And it helps us sidestep those ruinous Wealth Killer traps.

That’s why we’re introducing Beyond the Headlines, a new feature for our entire Stock Picker’s Corner (SPC) community. 

Each Tuesday, you’ll receive a curated breakdown of three to five key stories that matter to long-term investors. We’re calling it Beyond the Headlines because we’ll break down what’s happening, why it matters, and — most importantly — how it connects to a real investing opportunity.

And we’ll do it in ways that are easy to understand and that can help build you into a wiser investor in less time than it takes to finish a cup of coffee.

In other words, this isn’t just a “news roundup.” It’s our way of helping you achieve a true investing edge.

Let’s get started.

What’s Happening: The White House wants to inject location tracking technology into America’s most advanced semiconductors, aiming to prevent high-tech AI chips from reaching China. It’s a piece of a broader strategy to curb smuggling and maintain America’s tech dominance.

Why It Matters: This is all part of the emerging philosophy of “Sovereign AI,” a focused national strategy to protect a country’s economic and technological independence through control over AI priorities, standards, and regulations.

The Opportunity: One potential beneficiary is Intel Corp. $INTC ( ▼ 0.17% ) . In March 2025, Intel launched the Assured Supply Chain (ASC) program, which creates a digital trail for each chip it makes, letting customers verify where and how their processors were manufactured. This helps prevent counterfeit hardware, especially for government and business buyers who need secure, traceable technology.

What’s Happening: Investment bank William Blair believes shares of Viasat Inc. $VSAT ( ▲ 2.48% )  — a provider of connectivity and high-speed internet to the business, residential, military, and government markets — could more than double in a year if the company spins off its defense technology unit.   

Why It Matters: The global internet satellite market was valued at just $5.6 billion in 2023 but is forecast to reach $58.1 billion by 2032, a whopping compound annual growth rate (CAGR) of 33.90%. Viasat shares are up 62% since we first mentioned the company last September. In fact, shares of four out of the five companies mentioned from that report had soared 40% or higher since then as we put this issue together.

The Opportunity: Because space stocks are literally out of sight, it’s easy to put them out of mind. But this is all just getting started, which means we see a chance to make money in this sector over the long haul. You can check out our full satellite report that details each of the companies mentioned above right here.

What’s Happening: America currently imports four million barrels of Canadian oil daily. With the ability to produce several million additional barrels per day, Canada is looking to add new customers. So it’s exploring infrastructure projects to better serve its domestic energy needs and free up oil and natural gas for export.

Why It Matters: New infrastructure will help Canada find new markets, giving our northern neighbor greater control over its energy future. Several Canadian energy companies could be big beneficiaries.

The Opportunity: We’ve been following this storyline, with our July 2 issue all about investing in the “New Canada.” One of the companies featured: Enbridge Inc. $ENB ( ▼ 0.19% ) . Enbridge is a Canadian company with operations throughout North America, providing an “all-of-the-above” energy strategy that serves markets ranging from crude oil to solar. We have more about Enbridge, which includes a full S.W.O.T. (Strengths, Weaknesses, Opportunities and Threats) Analysis, in the guide below.