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Investing.com — August has opened with the major indexes back in the green, a welcome change after a July that saw the Dow barely budge, the S&P 500 finish essentially flat, and the Nasdaq take the brunt of the selling. The tech benchmark dropped -3.2% as money rotated out of the trades that carried the market higher earlier in the year.

Institutional capital is already flowing into broader sectors as the equal-weighted S&P 500 notched a record high just last week. For less than $8 a month, premium members using our AI-powered ProPicks are also doing just that—banking massive wins on high-flying stocks and seamlessly moving that cash into the market’s next fresh opportunities. Teaser alert! Opportunities like Oracle and First Solar, which are already up +10% just yesterday.

ProPicks AI’s August rotation is now live. Among the changes are two mid-cap winners that surged close to 30% each, swiftly shifting that capital into new high-conviction picks, including a deeply undervalued tech play and a rapidly accelerating aerospace stock that’s firing on all cylinders.

Here is a look at why our model decided to lock in these major mid-cap gains, followed by some of the new picks added this month:

Lincoln National (NYSE: LNC): Banking a 33.2% win
The model exited Lincoln National to lock in a 33.2% gain after the stock surged ~27% in a single month, pushing it to within striking distance of its 52-week high and right up against analyst fair value. With revenue missing expectations and annuity outflows reaching ~$2.9 billion, the upside no longer justified the risk — so the model banked the win to redeploy capital into higher-conviction setups.

International Seaways (NYSE: INSW): Cashing in on a 28.7% run
International Seaways delivered a 28.7% gain as a ~170% run over the past year pushed the stock to its all-time high and above analyst fair value. With a stretched 2.2x price-to-book ratio leaning on elevated tanker rates that may not hold, the model rotated out to lock in the gain as a disciplined profit-taking move off a cyclical high.

The August additions: Where capital is moving now

ProPicks AI doesn’t sit on cash after a major exit. The gains from recent rotations have already been redeployed into fresh positions offering a compelling balance of valuation, profitability, and growth momentum.

Here are two high-conviction additions joining the strategies this month:

HP Inc. (NYSE: HPQ): Deep value meets the AI PC wave

Our ML engine selected HP Inc. for its rare combination of strong market momentum, accelerating business growth, and deeply discounted pricing.

  • Attractive Valuation & Momentum: Up ~44% over the past six months, the stock still trades at just ~10x earnings—well below its fair value estimate of ~$33.50, implying substantial upside from today’s ~$27 price.
  • Accelerating Top-Line Growth: Q2 revenue rose 9% year-over-year to $14.4 billion while EPS surged over 20%, prompting management to raise full-year guidance.
  • AI Catalysts & Dividend Strength: A strategic partnership with OpenAI and participation in Nvidia’s next-gen AI PC lineup position HP at the center of the AI wave. A 4.4% dividend yield backed by 15 consecutive years of increases rounds out a strong value thesis.

Lockheed Martin (NYSE: LMT): Record backlog & explosive cash flow

Selected for its standout market momentum, growth acceleration, and financial strength, defense powerhouse Lockheed Martin provides an unmatched mix of structural demand and reliable cash returns.

  • Surging Market Momentum: The stock has surged ~42% over the past year, with Wall Street targets pointing to further upside from current levels near $574.
  • Record $230 Billion Backlog: Q2 revenue jumped 11% and EBITDA grew ~34%, powered by major contract wins—including a $58.6 billion PAC-3 missile deal and a $35 billion THAAD contract—and an exceptional 3.2x book-to-bill ratio.
  • Exceptional Cash Generation: Free cash flow reached $2.9 billion in Q2 alone, reinforcing 23 consecutive years of dividend growth and showcasing exceptional financial health.

Want to see the full list? InvestingPro members can access August’s complete set of AI-powered stock picks (and their rationales) HERE - RIGHT NOW FOR UP TO 55% OFF

Lincoln National and International Seaways were far from the only big wins. Several other names identified by ProPicks AI strategies ended July on a high with +30% gains for the month alone, while many extended already strong gains since being chosen:

  • Everforth (NYSE:EFOR): +62.07% in July alone
  • PBF Energy (NYSE:PBF): +50.46% in July alone (+72.79% since picked)
  • Bausch Health (NYSE:BHC): +44.44% in July alone
  • Dorian LPG Ltd (NYSE:LPG): +37.97% in July alone
  • Tenet Healthcare (NYSE:THC): +33.25% in July alone
  • Kosmos Energy (NYSE:KOS): +32.51% in July alone

Alongside many more than 40 double-digit rallies throughout the month.

Backed by professional-grade financial intelligence, our monthly-updated list of tech picks has absolutely crushed the broader market, posting a +188.66% return since launching in November 2023. That is an incredible +109.24% outperformance over the benchmark S&P 500.

*These are real-world numbers, recorded since the official launch of our AI models in November 2023.

That is the power of moving out of overextended names and finding fresh value before the crowd does. The work for July is done, and the next cycle has already begun.

A New List of AI-Picked Stocks for August IS NOW LIVE

With ProPicks, subscribers don’t just receive a list of tickers. They gain access to the precise rationale behind every single addition and removal across our strategies, helping investors make informed, data-backed decisions before the broader market reacts.

Do not miss the opportunity to review the full list of August picks and see exactly where the smart money is moving next.

  • Already a member? Jump straight to the FULL list of August picks HERE.
  • Not yet a member? Here’s your opportunity to access the full list now:

At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.

By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.

Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.

To consistently track performance, each strategy utilizes equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.

The objective is to systematically reposition capital toward the strongest opportunities as market conditions evolve.

Disclaimer: Subscription prices mentioned in articles are accurate at the time of publication. We regularly test different offers for our members, which may vary by region.

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