To The Moon

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Twenty-two U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of August 21, 2026. The top 10 are led by a copper and mining cluster — BHP, Southern Copper, and Freeport-McMoRan — spanning diversified miners, integrated Latin American copper producers, and North American copper/gold majors, alongside global payments networks (Visa), consumer staples beverages (Coca-Cola), discount brokerage/wealth management (Charles Schwab), international retail banking (BBVA), independent refining (Valero), online travel (Expedia), and one large-cap biopharma name in oncology and bone-health therapeutics (Amgen). This concentration points to a structural copper supercycle driven by electrification and data-center demand, broad-based strength across payments and brokerage franchises riding record trading volumes and resilient consumer spending, and continued cyclical tailwinds in refining margins and travel-demand recovery as the market's current momentum drivers.

The top 10 tickers leading this cohort - $Visa(V)$, $Coca-Cola(KO)$, $Amgen(AMGN)$, $BHP Billiton(BHP)$, $Charles Schwab(SCHW)$, $Southern Copper Corp(SCCO)$, $Banco Bilbao Vizcaya Argentaria SA(BBVA)$, $Freeport-McMoRan(FCX)$, $Valero(VLO)$, $Expedia(EXPE)$

• Payments and financial-services leadership at record highs: Card networks and brokerages are leading the ATH list as consumer spending stays resilient — $Visa(V)$ and $Charles Schwab(SCHW)$ both posted double-digit revenue growth in their latest quarters, while Visa's $2.4B BioCatch acquisition signals a push into fraud-prevention infrastructure alongside core payments.

• Copper's structural bull market lifts miners across the board: $BHP Billiton(BHP)$, $Southern Copper Corp(SCCO)$, and $Freeport-McMoRan(FCX)$ all sit in the top 10, with copper now BHP's single largest earnings driver (54% of Group EBITDA) and SCCO posting a 40%+ revenue jump as copper prices surged roughly 40% on the LME.

• Consumer resilience and travel demand defy macro caution: $Coca-Cola(KO)$ raised full-year guidance for a second straight quarter on World Cup-driven volume, while $Expedia(EXPE)$ posted its fifth consecutive quarterly beat as travel bookings accelerated to double-digit growth.

• Energy and financials ride cyclical tailwinds: $Valero(VLO)$ posted a record quarterly profit on wide refining margins, $Banco Bilbao Vizcaya Argentaria SA(BBVA)$ delivered record profit with an upsized capital-return program, and $Amgen(AMGN)$ extended its 2026 rally on a Q2 beat and raised biotech guidance — together underscoring how cyclical and defensive names are converging at new highs.

1. $Visa(V)$.

• Core Business:
  Global digital payments network processing consumer, commercial, and cross-border transactions for financial institutions, merchants, and governments.

• Latest Developments:
  On August 4, 2026, Visa announced a $2.4 billion acquisition of fraud-detection firm BioCatch, reinforcing its security and value-added services stack; an analyst reaffirmed a Buy rating that day, keeping a 12-month price target unchanged at $438.

• Fiscal Q3 2026 Financial Highlights (quarter ended June 30, reported July 28, 2026):
  Net revenue rose 14% YoY to $11.6 billion, beating consensus of $11.38 billion; GAAP EPS was $2.97 (+10%) and non-GAAP EPS was $3.32 (+11%), beating the $3.22 estimate; global payments volume surpassed $4 trillion for the first time, up 10% in constant dollars; value-added services revenue jumped 34%.

• Price Target Outlook:
  Morgan Stanley analyst James Faucette raised the price target to $402 from $386 following the print, maintaining Overweight. Consensus rating remains Strong Buy.

2. $Coca-Cola(KO)$

• Core Business:
  Manufactures and markets nonalcoholic beverages including sparkling soft drinks, water, juices, and Fairlife dairy products across more than 200 countries.

• Latest Developments:
  Coca-Cola's FIFA World Cup sponsorship campaign (June–July 2026) drove record engagement and volume, prompting the company's second consecutive quarterly guidance raise for full-year 2026.

• Q2 2026 Financial Highlights (reported July 28, 2026):
  Revenue reached $13.4 billion, up 7% YoY, with 5% unit case volume growth and 6% organic revenue growth; the company posted double-digit EPS growth and expanded gross margin by roughly 120 basis points.

• Price Target Outlook:
  Barclays analyst Lauren Lieberman raised the price target to $93 from $91 on July 30, 2026, maintaining Overweight. RBC Capital separately raised its target to $96 from $87 after the beat.

3. $Amgen(AMGN)$

• Core Business:
  Biotechnology company developing therapies across oncology, cardiovascular, bone health, and inflammation, led by drugs including Repatha, Tezspire, and Evenity.

• Latest Developments:
  Amgen reported Q2 2026 results on August 4, 2026, beating consensus, and raised full-year 2026 guidance to GAAP EPS of $22.30–$23.50 and revenue of $38.2–$39.4 billion.

• Q2 2026 Financial Highlights:
  Revenue rose approximately 9.5% YoY to $10.05 billion; GAAP EPS came in at $6.29, well above the roughly $5.60 consensus estimate, driven by volume growth in Repatha, Tezspire, and Evenity.

• Price Target Outlook:
  A price target increase to $457 from $427 was issued on August 20, 2026, alongside continued bullish coverage; broader Street consensus rating sits at Buy.

4. $BHP Billiton(BHP)$

• Core Business:
  Diversified mining company producing iron ore, copper, coal, and potash, with major assets in Western Australia, Chile, and Argentina.

• Latest Developments:
  BHP released full-year results for the year ended June 30, 2026 on August 18, 2026, reporting record copper production of ~2 million tonnes for a second straight year and declaring a four-year-high full-year dividend of $8.7 billion.

• FY2026 Financial Highlights:
  Underlying EBITDA rose 27% to $33 billion (margin near 60%); underlying attributable profit increased 30% to $13 billion; copper contributed a record 54% of Group EBITDA (>$18 billion, 70% margin) for the first time, overtaking iron ore; net debt fell below $9 billion.

• Price Target Outlook:
  JPMorgan analyst Dominic O'Kane raised the price target to 3,000 GBp from 2,900 GBp on August 19, 2026, maintaining a Neutral rating.

5. $Charles Schwab(SCHW)$

• Core Business:
  Wealth management, brokerage, banking, and custody services for retail investors and independent registered investment advisors.

• Latest Developments:
  Schwab's Q2 2026 report highlighted 22% client asset growth, record trading volumes, and $120 billion of core net new assets, prompting a wave of Street price-target increases into the $114–$145 range.

• Q2 2026 Financial Highlights:
  Revenue rose approximately 21% YoY to $7.07 billion, beating the $6.90 billion consensus; adjusted EPS of $1.62 beat the $1.56 estimate by $0.06.

• Price Target Outlook:
  Morgan Stanley raised its price target twice in July 2026, most recently to $136, as it refreshed trading-volume assumptions; Compass Point initiated coverage with a $135 target citing "agentic trading" potential.

6. $Southern Copper Corp(SCCO)$

• Core Business:
  Integrated copper producer with mining, smelting, and refining operations concentrated in Peru and Mexico, also producing zinc, silver, and molybdenum.

• Latest Developments:
  Copper prices climbed nearly 40% on the LME during the quarter, collapsing Southern Copper's operating cash cost per pound to just $0.05 from $0.63 a year earlier; shares have surged from the mid-$170s in late July to roughly $214 by late August 2026.

• Q2 2026 Financial Highlights (reported late July 2026):
  Revenue rose 40.6% YoY to $4.29 billion; EPS of $2.01 (vs. $1.17 a year earlier) marked a fourth consecutive consensus beat; net income rose 71.6% to $1.67 billion, with adjusted EBITDA of $2.86 billion at a 66.6% margin.

• Price Target Outlook:
  CICC cut its rating to Market Perform with a $180.70 price target on August 21, 2026, citing valuation caution after the rally; broader Street consensus rating remains Hold-leaning near $163.

7. $Banco Bilbao Vizcaya Argentaria SA(BBVA)$

• Core Business:
  Spanish multinational bank with major retail and commercial banking franchises in Spain, Mexico, Turkey, and South America.

• Latest Developments:
  BBVA presented Q2 2026 results on July 30, 2026 and announced a new €2 billion extraordinary share buyback, with the first €1 billion tranche launched August 5, 2026, on top of completing a prior €4 billion program.

• Q2 2026 Financial Highlights:
  Net attributable profit rose 11.4% YoY to €3.06 billion, with EPS up 15.2%; ROTE guidance for 2026 was raised to approximately 21%; CET1 ratio stood at 12.90%, well above the bank's 11.5–12.0% target range.

• Price Target Outlook:
  Street coverage remains split between Buy and Hold, with consensus price targets clustered in the mid-$20s range as several analysts flag that the stock's 23%+ year-to-date rally has outpaced valuation models.

8. $Freeport-McMoRan(FCX)$

• Core Business:
  Mines and produces copper, gold, and molybdenum from major assets including the Grasberg minerals district in Indonesia and mines in the Americas.

• Latest Developments:
  Management guided to sharply higher copper volumes through 2028, tied to the on-schedule Grasberg Block Cave ramp-up, alongside a $4.8 billion 2027 growth capex plan.

• Q2 2026 Financial Highlights:
  Adjusted EPS of $0.74 beat the $0.62 consensus; revenue of $7.03 billion topped expectations on strong copper, gold, and molybdenum production; FY26 operating cash flow is expected near $8.3 billion.

• Price Target Outlook:
  Goldman Sachs trimmed its price target to $73 from $74 while maintaining a Buy rating; broader Street targets cluster in the low-to-mid $70s with an Overweight consensus.

9. $Valero(VLO)$

• Core Business:
  Operates 14 petroleum refineries plus renewable diesel (via the Diamond Green Diesel joint venture) and ethanol production segments.

• Latest Developments:
  Extraordinary crack spreads and tight global fuel supplies drove refining margins sharply higher through the quarter, pushing shares up roughly 89% year-to-date as of late August 2026.

• Q2 2026 Financial Highlights (reported July 30, 2026):
  EPS of $12.54 beat the $10.22 consensus by $2.32; revenue of $44.48 billion beat estimates of $39.45 billion; the company posted a record quarterly profit of $3.7 billion.

• Price Target Outlook:
  Analyst consensus price target sits near $267.83 with a broadly bullish blended Street view, though the current share price already trades well above that average target following the post-earnings run.

10. $Expedia(EXPE)$

• Core Business:
  Online travel company operating Expedia, Hotels.com, Vrbo, Expedia Partner Solutions (B2B), and Trivago brands.

• Latest Developments:
  Expedia exceeded the high end of its own guidance for a fifth consecutive quarter, with its B2B segment delivering its 20th consecutive quarter of double-digit growth; full-year 2026 guidance was raised for both bookings and revenue.

• Q2 2026 Financial Highlights (reported August 5, 2026):
  Revenue rose 14% YoY to $4.315 billion, beating consensus of roughly $4.17 billion; adjusted EPS of $5.76 beat the $5.27 estimate; gross bookings reached $33.9 billion, up 12% YoY.

• Price Target Outlook:
  Argus analyst raised the price target to $315 from $270, maintaining a Buy rating and citing historically low valuation multiples relative to travel-industry recovery.

🐯 Your Turn: Which New-High Trade Still Has Room to Run?

📊 Quick Poll: With 22 U.S. stocks hitting fresh all-time highs, which theme do you think has the most upside left from here?

A) Copper & Mining — BHP, SCCO, FCX

B) Payments & Brokerage — V, SCHW

C) Defensives & Cyclicals — KO, VLO, EXPE, BBVA, AMGN

D) None — I'd wait for a pullback before chasing new highs

Vote below, then tell us:

• Which ONE stock from the top 10 would you be most willing to buy at today's level — and why?

• Do you think the copper rally is still being driven by improving fundamentals (electrification, data-center demand), or has valuation started to run ahead of the metal itself?

• Bonus: Which ticker do you think will be the first to set another fresh all-time high over the next 30 days?

🎁 Every useful and thoughtful comment will receive Tiger Coins!

Let's see whether Tiger traders are still chasing the breakout — or waiting for the dip. 🐯📈