Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 20th, 2026

Bessemer Group Inc. increased its stake in shares of ArcBest Corporation (NASDAQ:ARCB – Free Report) by 44.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 64,931 shares of the transportation company’s stock after purchasing an additional 20,073 shares during the quarter. Bessemer Group Inc. owned approximately 0.29% of ArcBest worth $6,387,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in ARCB. Vanguard Group Inc. raised its holdings in ArcBest by 0.3% in the fourth quarter. Vanguard Group Inc. now owns 2,451,162 shares of the transportation company’s stock worth $181,852,000 after purchasing an additional 6,808 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of ArcBest by 0.6% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,349,439 shares of the transportation company’s stock worth $100,117,000 after buying an additional 7,816 shares during the last quarter. Invesco Ltd. grew its position in shares of ArcBest by 625.4% in the 4th quarter. Invesco Ltd. now owns 920,498 shares of the transportation company’s stock worth $68,292,000 after buying an additional 793,607 shares during the last quarter. Turtle Creek Asset Management Inc. bought a new position in shares of ArcBest during the 3rd quarter worth approximately $39,508,000. Finally, Jacobs Levy Equity Management Inc. raised its stake in shares of ArcBest by 4.9% during the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 520,886 shares of the transportation company’s stock worth $36,394,000 after acquiring an additional 24,102 shares in the last quarter. Institutional investors own 99.27% of the company’s stock.

Key Headlines Impacting ArcBest Here are the key news stories impacting ArcBest this week:

Positive Sentiment: Zacks said earnings estimate revisions for ArcBest are trending higher, which often supports a stronger stock price when analysts expect improving profitability. Earnings Estimates Rising for ArcBest (ARCB): Will It Gain? Positive Sentiment: Truist reportedly raised its price target on ArcBest to $165, and Citizens JMP initiated coverage, adding to the bullish analyst backdrop. ArcBest (NASDAQ:ARCB) Given New $165.00 Price Target at Truist Financial Positive Sentiment: ArcBest announced a simplified brand structure and operational streamlining, with MoLo Solutions, Panther Premium Logistics, and ArcBest Technologies consolidating under the ArcBest name, a move aimed at long-term growth and efficiency. ArcBest Simplifies Brand Structure and Streamlines Operations to Drive Long-Term Growth and Efficiency Positive Sentiment: The company also plans to reduce about 2% of its workforce and close 10 LTL terminals, which could lower costs and improve margins if execution goes well. ArcBest to Consolidate Brands, Cut About 2% of Workforce Neutral Sentiment: Momentum-focused coverage noted that ArcBest has gained about 5.34% over the past week, reinforcing recent trader interest but not adding a new fundamental catalyst. ArcBest (ARCB) Is Up 5.34% in One Week: What You Should Know Neutral Sentiment: Zacks also highlighted ArcBest as a fast-paced momentum stock that may still be reasonably valued, which supports the stock’s current trading interest. ArcBest (ARCB) Shows Fast-paced Momentum But Is Still a Bargain Stock ArcBest Price Performance ARCB stock opened at $159.81 on Monday. The stock has a market capitalization of $3.56 billion, a PE ratio of 65.77, a price-to-earnings-growth ratio of 0.66 and a beta of 1.57. ArcBest Corporation has a 52 week low of $59.43 and a 52 week high of $176.69. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 0.10. The firm has a 50 day moving average of $142.59 and a 200 day moving average of $114.88.

ArcBest (NASDAQ:ARCB – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The transportation company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.05. ArcBest had a net margin of 1.38% and a return on equity of 6.15%. The business had revenue of $998.79 million for the quarter, compared to analyst estimates of $999.07 million. During the same quarter in the prior year, the business posted $0.51 EPS. ArcBest’s revenue for the quarter was up 3.3% compared to the same quarter last year. Sell-side analysts forecast that ArcBest Corporation will post 6.38 earnings per share for the current year.

ArcBest Announces Dividend The company also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were paid a $0.12 dividend. The ex-dividend date was Friday, May 8th. This represents a $0.48 dividend on an annualized basis and a yield of 0.3%. ArcBest’s dividend payout ratio (DPR) is 19.75%.

Analyst Upgrades and Downgrades Several brokerages have weighed in on ARCB. Stifel Nicolaus raised their target price on shares of ArcBest from $116.00 to $134.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. The Goldman Sachs Group upped their price target on ArcBest from $117.00 to $165.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. JPMorgan Chase & Co. increased their price objective on ArcBest from $117.00 to $147.00 and gave the company a “neutral” rating in a report on Monday, June 8th. Zacks Research raised ArcBest from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 30th. Finally, Truist Financial boosted their target price on ArcBest from $145.00 to $165.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, ArcBest currently has a consensus rating of “Moderate Buy” and an average price target of $151.85.

Read Our Latest Stock Report on ArcBest

About ArcBest (Free Report)

ArcBest Corporation (NASDAQ: ARCB) is a transportation and logistics company that offers comprehensive freight and supply chain solutions across North America. Founded in 1923 as Arkansas Best Freight System, the company has evolved into a diversified service provider with both asset-based and asset-light operations. Its core businesses include less-than-truckload (LTL) shipping through ABF Freight, expedited full-truckload services via Panther Premium Logistics, and a range of logistics and supply chain management services under its ArcBest Integrated Logistics division.

The company’s asset-based operations also encompass FleetNet America, a provider of emergency roadside assistance and maintenance services for heavy-duty vehicles.

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Posted by Defense World Staff on Jul 20th, 2026

AIA Group Ltd grew its position in shares of Hasbro, Inc. (NASDAQ:HAS – Free Report) by 23.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 80,789 shares of the company’s stock after buying an additional 15,307 shares during the period. AIA Group Ltd owned 0.06% of Hasbro worth $7,562,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Huntington National Bank raised its position in shares of Hasbro by 10.2% in the fourth quarter. Huntington National Bank now owns 1,233 shares of the company’s stock valued at $101,000 after purchasing an additional 114 shares during the period. Personal CFO Solutions LLC raised its holdings in Hasbro by 3.9% during the 4th quarter. Personal CFO Solutions LLC now owns 3,666 shares of the company’s stock valued at $301,000 after acquiring an additional 137 shares during the period. Signaturefd LLC lifted its position in shares of Hasbro by 6.4% during the fourth quarter. Signaturefd LLC now owns 2,268 shares of the company’s stock worth $186,000 after acquiring an additional 137 shares in the last quarter. Severin Investments LLC boosted its holdings in shares of Hasbro by 3.1% in the first quarter. Severin Investments LLC now owns 4,595 shares of the company’s stock worth $430,000 after acquiring an additional 137 shares during the period. Finally, Root Financial Partners LLC boosted its holdings in shares of Hasbro by 21.3% in the first quarter. Root Financial Partners LLC now owns 780 shares of the company’s stock worth $73,000 after acquiring an additional 137 shares during the period. Institutional investors own 91.83% of the company’s stock.

Trending Headlines about Hasbro Here are the key news stories impacting Hasbro this week:

Positive Sentiment: Hasbro announced a licensing partnership with Nintendo to produce The Legend of Zelda toys and related products, with the first reveal coming soon and products expected to roll out starting in 2027. The deal could strengthen Hasbro’s collectibles and action-figure business by tying it to one of gaming’s most valuable franchises. Article Title Positive Sentiment: Hasbro also unveiled new KPop Demon Hunters role-playing toys, signaling continued momentum in licensing-driven product launches that can help refresh the company’s toy lineup and broaden its appeal. Article Title Positive Sentiment: Hasbro’s partnership with Get After It Media on a new streaming channel suggests the company is expanding beyond toys into media and digital content, which could create additional brand exposure and monetization opportunities. Article Title Neutral Sentiment: Investors are also watching Hasbro ahead of its second-quarter earnings report on July 21, after the company beat expectations in the prior quarter. The upcoming results should be a key catalyst for the stock. Article Title Negative Sentiment: On the cautious side, Zacks Research trimmed several long-term earnings estimates for Hasbro and kept a Hold rating, which may temper enthusiasm even though the changes were small. Article Title Hasbro Stock Performance Shares of HAS opened at $81.55 on Monday. Hasbro, Inc. has a 1-year low of $69.50 and a 1-year high of $106.98. The company has a market capitalization of $11.54 billion, a P/E ratio of -49.13, a P/E/G ratio of 2.02 and a beta of 0.49. The company has a debt-to-equity ratio of 4.59, a current ratio of 1.65 and a quick ratio of 1.49. The firm’s 50 day simple moving average is $85.00 and its 200 day simple moving average is $90.25.

Hasbro (NASDAQ:HAS – Get Free Report) last released its quarterly earnings results on Wednesday, May 13th. The company reported $1.47 EPS for the quarter, topping analysts’ consensus estimates of $1.20 by $0.27. Hasbro had a negative net margin of 4.62% and a positive return on equity of 174.64%. The business had revenue of $1 billion during the quarter, compared to analysts’ expectations of $969.20 million. During the same quarter in the previous year, the company earned $1.04 EPS. The business’s quarterly revenue was up 12.7% compared to the same quarter last year. Sell-side analysts forecast that Hasbro, Inc. will post 6.04 earnings per share for the current fiscal year.

Hasbro Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Monday, June 1st were given a dividend of $0.70 per share. The ex-dividend date was Monday, June 1st. This represents a $2.80 dividend on an annualized basis and a yield of 3.4%. Hasbro’s dividend payout ratio (DPR) is presently -168.67%.

Wall Street Analyst Weigh In A number of research firms recently issued reports on HAS. DA Davidson reiterated a “neutral” rating and set a $100.00 price objective on shares of Hasbro in a research note on Thursday, May 21st. Jefferies Financial Group cut their target price on Hasbro from $120.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday. Bank of America cut their price objective on shares of Hasbro from $115.00 to $105.00 and set a “buy” rating for the company in a research report on Thursday. Wells Fargo & Company reduced their price objective on shares of Hasbro from $92.00 to $85.00 and set an “equal weight” rating for the company in a research note on Tuesday, June 9th. Finally, Citigroup lowered their target price on shares of Hasbro from $114.00 to $101.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $109.71.

View Our Latest Report on Hasbro

Hasbro Profile (Free Report)

Hasbro, Inc is a global play and entertainment company, known for designing, manufacturing and marketing a diverse portfolio of toys, games and consumer products. Founded in 1923 as Hassenfeld Brothers and headquartered in Pawtucket, Rhode Island, the company has grown into one of the foremost names in the toy industry, with a presence in retail, digital and entertainment channels worldwide.

The company’s brand portfolio features iconic properties such as Monopoly, Play-Doh, Nerf, My Little Pony and Transformers.

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Posted by Defense World Staff on Jul 20th, 2026

Bessemer Group Inc. lifted its position in Credo Technology Group Holding Ltd. (NASDAQ:CRDO – Free Report) by 8.4% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 131,134 shares of the company’s stock after acquiring an additional 10,110 shares during the period. Bessemer Group Inc. owned 0.07% of Credo Technology Group worth $12,310,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Allspring Global Investments Holdings LLC boosted its position in shares of Credo Technology Group by 155.3% during the first quarter. Allspring Global Investments Holdings LLC now owns 561,176 shares of the company’s stock valued at $53,828,000 after purchasing an additional 341,356 shares in the last quarter. Independent Financial Group LLC purchased a new stake in Credo Technology Group in the first quarter worth $2,213,000. Wealthfront Advisers LLC grew its stake in Credo Technology Group by 60.5% in the first quarter. Wealthfront Advisers LLC now owns 3,055 shares of the company’s stock worth $287,000 after purchasing an additional 1,152 shares during the period. D.A. Davidson & CO. bought a new position in Credo Technology Group in the first quarter worth $341,000. Finally, Bank of New York Mellon Corp raised its holdings in Credo Technology Group by 0.3% in the first quarter. Bank of New York Mellon Corp now owns 663,212 shares of the company’s stock worth $62,256,000 after purchasing an additional 1,932 shares in the last quarter. Hedge funds and other institutional investors own 80.46% of the company’s stock.

Key Headlines Impacting Credo Technology Group Here are the key news stories impacting Credo Technology Group this week:

Positive Sentiment: Credo’s free cash flow surged to $177.5 million, which strengthens its balance sheet and gives the company more flexibility to fund innovation, pursue acquisitions, and expand its AI-driven connectivity business. That kind of cash generation is typically viewed favorably by investors. Credo’s Free Cash Flow Soars: Can the Momentum Continue? Positive Sentiment: The company also drew a mention from an investment manager’s Q2 2026 letter, which can reinforce the view that institutional investors see Credo as a strong growth name in the small-cap tech space. Here’s Why Credo Technology Group Holding Ltd (CRDO) is on the Detector List of the Fund Neutral Sentiment: Several articles focused on insider selling, including a planned sale by a Credo executive and other executives, but the transactions were made under pre-arranged Rule 10b5-1 plans and do not necessarily signal a negative change in fundamentals. Still, investors may view the sales cautiously after the stock’s sharp move higher. A Credo Executive Sold Nearly $24 Million in Stock Across Two Sales in One Day Neutral Sentiment: Another note highlighted that the company remains a market favorite after a major rally, with the discussion centered more on valuation and recent price gains than on a new business catalyst. What This Billionaire Co-Founder’s Credo Sale Signals With Shares Up 139% Neutral Sentiment: A separate market commentary piece mentioned Credo among potential buy-the-dip opportunities in a volatile AI-capex environment, but it was broader market analysis rather than company-specific news. Steven Cress’ Top 2 Stocks H2 2026 Insider Transactions at Credo Technology Group In related news, CTO Chi Fung Cheng sold 27,500 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $269.84, for a total value of $7,420,600.00. Following the transaction, the chief technology officer owned 5,909,870 shares in the company, valued at $1,594,719,320.80. The trade was a 0.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Daniel W. Fleming sold 40,000 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $249.48, for a total transaction of $9,979,200.00. Following the sale, the chief financial officer directly owned 501,873 shares in the company, valued at $125,207,276.04. This trade represents a 7.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 329,662 shares of company stock valued at $76,068,196 in the last quarter. 11.84% of the stock is owned by insiders.

Credo Technology Group Price Performance CRDO stock opened at $202.68 on Monday. The business has a 50 day moving average of $232.10 and a 200 day moving average of $167.29. The firm has a market cap of $37.80 billion, a PE ratio of 81.73, a price-to-earnings-growth ratio of 0.93 and a beta of 3.20. Credo Technology Group Holding Ltd. has a twelve month low of $86.49 and a twelve month high of $308.67.

Credo Technology Group (NASDAQ:CRDO – Get Free Report) last released its earnings results on Monday, June 1st. The company reported $1.16 EPS for the quarter, topping the consensus estimate of $1.02 by $0.14. Credo Technology Group had a return on equity of 32.30% and a net margin of 35.37%.The business had revenue of $437.00 million for the quarter, compared to the consensus estimate of $431.80 million. During the same period in the previous year, the company posted $0.20 earnings per share. The company’s revenue for the quarter was up 157.0% compared to the same quarter last year. On average, research analysts expect that Credo Technology Group Holding Ltd. will post 4.84 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth A number of analysts have recently commented on CRDO shares. Rothschild & Co Redburn began coverage on shares of Credo Technology Group in a report on Friday, May 1st. They set a “buy” rating and a $206.00 target price on the stock. Roth Capital increased their price target on shares of Credo Technology Group from $200.00 to $300.00 and gave the stock a “buy” rating in a research note on Tuesday, June 2nd. The Goldman Sachs Group reiterated a “buy” rating and issued a $250.00 price target on shares of Credo Technology Group in a research note on Tuesday, June 2nd. TD Cowen lifted their price target on shares of Credo Technology Group from $240.00 to $260.00 and gave the company a “buy” rating in a research report on Tuesday, June 2nd. Finally, Weiss Ratings raised shares of Credo Technology Group from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday, May 26th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $263.11.

Get Our Latest Report on Credo Technology Group

Credo Technology Group Profile (Free Report)

Credo Technology Group, Inc (NASDAQ: CRDO) is a fabless semiconductor company that develops high‑speed connectivity solutions for cloud, enterprise and telecommunications infrastructure. The company focuses on semiconductors and related IP that enable reliable, low‑latency movement of large volumes of data between servers, switches and optical modules in data centers and network equipment.

Credo’s product portfolio centers on high‑speed analog and mixed‑signal devices designed to preserve signal integrity and extend reach over copper and optical links.

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Posted by Defense World Staff on Jul 20th, 2026

Boston Common Asset Management LLC lifted its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 8.3% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 19,467 shares of the company’s stock after buying an additional 1,490 shares during the quarter. Boston Common Asset Management LLC’s holdings in Trane Technologies were worth $8,113,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also modified their holdings of the company. Tucker Asset Management LLC acquired a new stake in Trane Technologies during the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new position in Trane Technologies in the fourth quarter valued at approximately $32,000. JPL Wealth Management LLC bought a new position in shares of Trane Technologies during the third quarter valued at approximately $32,000. Physician Wealth Advisors Inc. grew its holdings in shares of Trane Technologies by 192.6% during the first quarter. Physician Wealth Advisors Inc. now owns 79 shares of the company’s stock valued at $33,000 after purchasing an additional 52 shares during the last quarter. Finally, Frazier Financial Advisors LLC acquired a new stake in shares of Trane Technologies during the 1st quarter worth approximately $33,000. 82.97% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes Several brokerages recently issued reports on TT. Evercore assumed coverage on Trane Technologies in a report on Monday, April 13th. They issued an “outperform” rating and a $535.00 price target on the stock. Royal Bank Of Canada increased their target price on Trane Technologies from $440.00 to $501.00 and gave the stock a “sector perform” rating in a research report on Friday, May 1st. Citigroup raised their target price on Trane Technologies from $525.00 to $570.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Sanford C. Bernstein set a $555.00 price target on shares of Trane Technologies in a report on Thursday, July 9th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Trane Technologies in a research report on Monday, April 20th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Trane Technologies presently has an average rating of “Moderate Buy” and an average price target of $516.67.

View Our Latest Stock Analysis on TT

Trane Technologies Stock Performance TT opened at $469.59 on Monday. The company has a current ratio of 1.10, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The business’s 50 day moving average is $469.88 and its 200-day moving average is $447.36. The stock has a market cap of $103.80 billion, a PE ratio of 36.32, a price-to-earnings-growth ratio of 2.16 and a beta of 1.19. Trane Technologies plc has a twelve month low of $348.06 and a twelve month high of $505.87.

Trane Technologies (NYSE:TT – Get Free Report) last issued its quarterly earnings data on Friday, May 1st. The company reported $2.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.53 by $0.10. Trane Technologies had a return on equity of 35.55% and a net margin of 13.41%.The business had revenue of $4.97 billion during the quarter, compared to analyst estimates of $4.81 billion. During the same period in the prior year, the company posted $2.45 EPS. The business’s revenue for the quarter was up 6.0% compared to the same quarter last year. On average, analysts predict that Trane Technologies plc will post 14.89 earnings per share for the current year.

Trane Technologies Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Friday, September 4th will be issued a dividend of $1.05 per share. This represents a $4.20 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, September 4th. Trane Technologies’s dividend payout ratio (DPR) is 32.48%.

Insider Buying and Selling at Trane Technologies In related news, insider Donald E. Simmons sold 4,593 shares of Trane Technologies stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $500.00, for a total transaction of $2,296,500.00. Following the sale, the insider directly owned 3,819 shares in the company, valued at $1,909,500. The trade was a 54.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is currently owned by corporate insiders.

Trane Technologies Company Profile (Free Report)

Trane Technologies (NYSE: TT) is a global climate solutions company focused on heating, ventilation and air conditioning (HVAC) and transport refrigeration systems. The company develops, manufactures and sells a broad range of climate-control products under well-known brands, including commercial and residential HVAC equipment, building management systems and controls, and transport refrigeration units. Its product portfolio spans rooftop and packaged units, chillers, furnaces, air handlers, compressors, and related components designed for commercial buildings, industrial facilities, residences and transportation applications.

In addition to equipment, Trane Technologies provides lifecycle services that include installation, maintenance, parts, retrofit and aftermarket support, as well as digital and controls solutions for building performance and energy management.

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Posted by Defense World Staff on Jul 20th, 2026

Cantillon Capital Management LLC trimmed its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 12.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 324,927 shares of the financial services provider’s stock after selling 44,141 shares during the quarter. Cantillon Capital Management LLC owned 0.41% of LPL Financial worth $97,748,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. NewEdge Advisors LLC raised its stake in shares of LPL Financial by 42.7% in the 1st quarter. NewEdge Advisors LLC now owns 3,525 shares of the financial services provider’s stock valued at $1,153,000 after buying an additional 1,055 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of LPL Financial by 0.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 209,126 shares of the financial services provider’s stock valued at $68,414,000 after acquiring an additional 1,089 shares in the last quarter. Woodline Partners LP acquired a new stake in shares of LPL Financial during the 1st quarter valued at about $1,636,000. Focus Partners Wealth increased its stake in LPL Financial by 12.2% in the first quarter. Focus Partners Wealth now owns 4,360 shares of the financial services provider’s stock valued at $1,426,000 after acquiring an additional 473 shares during the period. Finally, Acadian Asset Management LLC bought a new stake in LPL Financial in the first quarter valued at about $121,000. 95.66% of the stock is owned by institutional investors.

LPL Financial Price Performance NASDAQ:LPLA opened at $324.90 on Monday. The firm has a market cap of $25.99 billion, a PE ratio of 29.01, a price-to-earnings-growth ratio of 0.63 and a beta of 0.50. LPL Financial Holdings Inc. has a 12 month low of $260.15 and a 12 month high of $403.58. The company has a quick ratio of 2.56, a current ratio of 2.56 and a debt-to-equity ratio of 1.26. The company’s 50-day moving average price is $293.42 and its two-hundred day moving average price is $317.96.

LPL Financial (NASDAQ:LPLA – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The financial services provider reported $5.60 earnings per share for the quarter, topping the consensus estimate of $5.49 by $0.11. LPL Financial had a net margin of 4.93% and a return on equity of 31.26%. The firm had revenue of $4.94 billion for the quarter, compared to analysts’ expectations of $4.98 billion. During the same period in the prior year, the firm earned $5.15 earnings per share. The company’s quarterly revenue was up 34.6% compared to the same quarter last year. On average, equities analysts anticipate that LPL Financial Holdings Inc. will post 23.38 EPS for the current fiscal year.

LPL Financial Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Thursday, May 21st were given a dividend of $0.30 per share. The ex-dividend date was Thursday, May 21st. This represents a $1.20 dividend on an annualized basis and a yield of 0.4%. LPL Financial’s dividend payout ratio is 10.71%.

Wall Street Analyst Weigh In A number of research analysts have commented on the stock. Morgan Stanley raised their price target on shares of LPL Financial from $374.00 to $387.00 and gave the stock an “overweight” rating in a research note on Friday, July 10th. William Blair reiterated an “outperform” rating on shares of LPL Financial in a research note on Thursday, June 4th. Keefe, Bruyette & Woods started coverage on LPL Financial in a research report on Wednesday, April 8th. They set an “outperform” rating and a $350.00 target price for the company. TD Cowen decreased their price target on LPL Financial from $330.00 to $326.00 and set a “hold” rating on the stock in a research note on Friday, May 1st. Finally, UBS Group decreased their price target on LPL Financial from $395.00 to $391.00 and set a “buy” rating on the stock in a research note on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, LPL Financial presently has an average rating of “Moderate Buy” and a consensus target price of $397.92.

Check Out Our Latest Report on LPL Financial

Insider Buying and Selling In related news, Director Aneri Jambusaria sold 308 shares of the firm’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $306.00, for a total transaction of $94,248.00. Following the completion of the sale, the director directly owned 6,415 shares of the company’s stock, valued at $1,962,990. This trade represents a 4.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by company insiders.

LPL Financial Company Profile (Free Report)

LPL Financial (NASDAQ: LPLA) is a U.S.-focused financial services firm that provides brokerage, custodial and advisory platforms to independent financial advisors, registered investment advisers and institutions. Operating primarily as an independent broker-dealer and custodian, the company supports a network of advisors with the operational, compliance and clearing infrastructure needed to manage client accounts and deliver investment advice outside of traditional wirehouse models.

The firm’s product and service offerings include trade execution and clearing, custody services, retirement plan services, model portfolio and advisory platforms, wealth management technology, investment research and product access across equities, fixed income, mutual funds, exchange-traded funds and insurance and annuity solutions.

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Green Plains (GPRE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

The Pound to New Zealand Dollar (GBP/NZD) exchange rate fell to a three-week low last week as strong domestic data and rising Reserve Bank of New Zealand rate hike expectations helped the ‘Kiwi’ outperform Sterling.

At the time of writing, GBP/NZD was trading at NZ$2.3052, down around 0.8% on the week.

Latest — Exchange Rates:
Pound to New Zealand Dollar (GBP/NZD): 2.302862 (-0.19%)
Euro to New Zealand Dollar (EUR/NZD): 1.957782 (-0.08%)
New Zealand Dollar to Dollar (NZD/USD): 0.58422 (+0.02%)

DAILY RECAP:

The Pound (GBP) was subdued at the start of the week amid a lack of UK economic data.

Comments from Bank of England Governor Andrew Bailey also pressured the Pound, as the BoE chief raised concerns about the UK’s long-running problem with sluggish growth.

Sterling rallied midweek amid speculation around who would become Chancellor under incoming Prime Minister Andy Burnham.

Shabana Mahmood overtook Ed Miliband as the frontrunner, with markets welcoming the news as Mahmood is seen as more fiscally responsible.

However, GBP couldn’t sustain its upside, even with UK GDP showing a 0.1% rebound in May.

Investors moved to book their profits in the Pound after it struck multi-month highs against some of its peers, sending Sterling lower.

Meanwhile, the New Zealand Dollar (NZD) started strong last week, building on the previous week’s gains, as domestic data continued to underpin the ‘Kiwi’.

New Zealand’s June services PMI exceeded forecasts, reporting an unexpected expansion in the sector.

In addition, business confidence in the country rebounded 8% in the second quarter, rather than deteriorating.

The risk-sensitive currency relinquished some gains in the middle of the week as escalating tensions in the Middle East soured the market mood.

However, the ‘Kiwi’ was able to find its footing again to end the week with most of its gains intact, as markets continued to price in more interest rate hikes from the Reserve Bank of New Zealand (RBNZ) following the recent strong domestic data.

Near-Term GBP/NZD Forecast: High-Impact Data to Drive Volatility? Looking ahead, the first major data release this week will be New Zealand’s second-quarter inflation figures. If inflation accelerated as expected, the ‘Kiwi’ could be buoyed by RBNZ rate hike bets.

The focus then shifts to GBP data, with the UK’s latest jobs report to be published on Tuesday. Signs that the labour market has stopped softening – such as steady unemployment and wage growth – could boost the Pound.

The UK consumer price index on Wednesday could then dent GBP, if it shows that headline inflation eased in June.

Finally, Friday brings the UK’s June retail sales figures and preliminary PMIs for July. A slowdown in sales last month and another contraction in service sector activity this month could see Sterling end the week on a sour note.

Mark Mahaney z Evercore ISI si myslí, že „sentiment na Netflixu je nejslabší za poslední čtyři roky“. Řekl to v komentáři ke zveřejněným výsledkům této společnosti s tím, že se čekalo zklamání, a to se také dostavilo. Dobrým signálem také není to, když nějaká firma omezuje dostupnost informací, a to dělá Netflix, když nepodává tolik čísel ohledně vývoje sledovanosti.

Mahaney si myslí, že Netflixu sílí konkurence, jednak ze strany jiných streamovacích platforem a také ze strany rostoucí popularity krátkých videí. Dochází tak k pokračujícímu tlaku na pokles ARPU, tedy průměrného příjmu ze zákazníka, a tlaku na marže pramenícímu z intenzivnější konkurence. Netlix na druhou stranu dokazuje, že je schopný nabízet mimořádně zajímavý obsah a analytik jej a jeho akcii stále považuje za velmi kvalitní. S tím, že obrat v sentimentu a fundamentu ale zřejmě přijde až příští rok.

Mohl by Netflix udělat pro růst akcie „něco dramatičtějšího“? Na tuto otázku analytik odpověděl, že svým způsobem tak činí větším zaměřením na živé přenosy sportovních událostí. A zopakoval, že „v následujících 3 – 6 měsících bude akcie pod tlakem, ale má nastartováno na skok v roce 2027.“ Rich Greenfield z Lightshed Partners na CNBC řekl, že investoři u Netflixu začali předpokládat, že jako společnost už nebude dál růst. „Zpochybňují jeho růstový potenciál… Už dva lidé mi psali, že Netflix je mediální společností starého typu.“

Podle tohoto experta se situace může změnit jen časem tím, že Netflix zase dokáže růst. Investoři ale podle něj momentálně trpělivost nemají, ačkoliv firma tvrdí, že je stále v rané fázi svého rozvoje. Greenfield si přitom myslí, že bude klesat počet konkurentů kvůli různým fúzím, ale „nic z toho nyní nemá velký význam“. I on se však domnívá, že omezení informací není pozitivním krokem, „investoři si pak myslí, že společnost něco skrývá.“

Ross Gerber z Gerber Kawasaki Wealth and Investment Management na Bloombergu řekl, že Netflix udělal velký pokrok v oblasti sportu, ale zřejmě tu nechce dál masivně expandovat. K tomu dodal: „Streamovací byznys nyní dosáhl určitého maxima, je tu dost platforem, hodně obsahu, hodně konkurence. Není to chyba Netflixu, ale konkurence je silná… Dobrou nabídku má třeba HBO.“ Příležitostí pro Netflix by mohly být jednak hry a také distribuce obsahu do kin. To by mohlo generovat „miliardy dolarů ročně“, nikdo by přitom podle něj neměl problém s tím, že na samotnou platformu by se filmy dostaly později.

Gerber podle svých slov nedávno akcie nakoupil, protože se domnívá, že management Netflixu je velmi dobrý a „jen se musí dostat přes současné náročné období“. Má dostatek kapitálu, aby expandoval a „budeme ho dál sledovat my i naše děti… Odhadujeme jeho hodnotu výrazně výš, než je současná cena akcie.“ Minulost také podle Gerbera ukazuje, že firma se s problémy dokázala vždy vypořádat.

Silver prices (XAG/USD) rose on Monday, according to FXStreet data. Silver trades at $56.83 per troy ounce, up 1.49% from the $56.00 it cost on Friday.

Silver prices have decreased by 20.05% since the beginning of the year.

The Gold/Silver ratio, which shows the number of ounces of Silver needed to equal the value of one ounce of Gold, stood at 70.74 on Monday, down from 71.77 on Friday.

Silver FAQs Silver is a precious metal highly traded among investors. It has been historically used as a store of value and a medium of exchange. Although less popular than Gold, traders may turn to Silver to diversify their investment portfolio, for its intrinsic value or as a potential hedge during high-inflation periods. Investors can buy physical Silver, in coins or in bars, or trade it through vehicles such as Exchange Traded Funds, which track its price on international markets.

Silver prices can move due to a wide range of factors. Geopolitical instability or fears of a deep recession can make Silver price escalate due to its safe-haven status, although to a lesser extent than Gold's. As a yieldless asset, Silver tends to rise with lower interest rates. Its moves also depend on how the US Dollar (USD) behaves as the asset is priced in dollars (XAG/USD). A strong Dollar tends to keep the price of Silver at bay, whereas a weaker Dollar is likely to propel prices up. Other factors such as investment demand, mining supply – Silver is much more abundant than Gold – and recycling rates can also affect prices.

Silver is widely used in industry, particularly in sectors such as electronics or solar energy, as it has one of the highest electric conductivity of all metals – more than Copper and Gold. A surge in demand can increase prices, while a decline tends to lower them. Dynamics in the US, Chinese and Indian economies can also contribute to price swings: for the US and particularly China, their big industrial sectors use Silver in various processes; in India, consumers’ demand for the precious metal for jewellery also plays a key role in setting prices.

Silver prices tend to follow Gold's moves. When Gold prices rise, Silver typically follows suit, as their status as safe-haven assets is similar. The Gold/Silver ratio, which shows the number of ounces of Silver needed to equal the value of one ounce of Gold, may help to determine the relative valuation between both metals. Some investors may consider a high ratio as an indicator that Silver is undervalued, or Gold is overvalued. On the contrary, a low ratio might suggest that Gold is undervalued relative to Silver.

GBP/USD Rises as Markets Await Burnham's First Cabinet GBP/USD is edging higher on Monday, adding to last week’s gains as Andy Burnham prepares to replace Keir Starmer as UK Prime Minister.

Investors will be watching today's Cabinet announcement and Burnham's first major speech for clues on the new government's fiscal priorities.

Particular attention will be on whether Shabana Mahmood is confirmed as Chancellor. She is viewed by markets as a centrist, and her appointment would reassure investors that Burnham is not looking to ramp up spending or pursue the more expansionary fiscal policies some had feared.

Even so, uncertainty remains over Burnham's broader economic agenda. Fiscal credibility is likely to remain central to market sentiment, helping to keep gilt yields contained and providing support for sterling.

Alongside domestic politics, this is a busy week for UK economic data, with labour market figures due on Tuesday, inflation on Wednesday and retail sales on Friday.

The unemployment rate is expected to remain unchanged at 4.9%, while CPI inflation is forecast to ease to 2.4% from 2.8%, which could lower BoE rate hike expectations.

However, any improvement in inflation may prove temporary. Oil prices have continued to rise following renewed U.S.-Iran hostilities, increasing the risk that higher energy costs feed through into inflation over the coming months.

A softer-than-expected inflation reading could weigh on sterling in the near term, although stronger retail sales—supported by warmer weather and the FIFA World Cup—could provide some offset.

Meanwhile, the U.S. dollar remains under pressure following softer-than-expected CPI and PPI data earlier this month. However, rising oil prices could revive inflation concerns, supporting Treasury yields, Federal Reserve rate expectations and safe-haven demand for the dollar.

GBP/USD Forecast – Technical Analysis

GBP/USD has recovered from the 1.3200 support zone, rising above the 200-day EMA to a high of 1.3550 before pulling back below the former trendline support, which has now become resistance.

Buyers will need to reclaim 1.3485, where horizontal resistance coincides with the falling trendline. A move above this level would bring 1.3550 back into focus before exposing the 1.3600 psychological level.

Failure to reclaim 1.3485 could see the pair retest the 200-day SMA around 1.3390.

Below there, 1.3340 becomes the next key support level, with a break exposing the 1.3200 support zone.

Gold Holds Near Two-Week Low as Higher Oil Prices Revive Inflation Concerns Gold is little changed on Monday as investors assess the impact of escalating Middle East tensions, which continue to push oil prices higher and strengthen the case for the Federal Reserve to maintain a hawkish policy stance.

The precious metal fell 2.5% last week and is broadly unchanged so far in July after declining for four consecutive months, losing almost 25% over that period.

The outlook remains challenging following last week's 15% surge in oil prices, with crude extending gains at the start of this week as U.S. forces carry out strikes against Iran for a ninth consecutive day and concerns persist over shipping through the Strait of Hormuz.

As long as the conflict continues to support higher energy prices, investors are likely to remain concerned that inflation could prove more persistent, delaying any shift towards easier Federal Reserve policy.

That backdrop is weighing on non-yielding assets such as gold.

Cleveland Federal Reserve President Beth Hammack was the latest policymaker to suggest that further interest rate increases may still be required if inflation fails to ease sufficiently.

Markets are now pricing an 82% probability of a Federal Reserve rate hike by December, up from 73% a week ago, according to the CME FedWatch Tool.

One supportive factor for gold has been continued central bank buying.

Purchases by the People's Bank of China accelerated in June, marking the largest monthly increase in three years and extending its buying streak to 20 consecutive months.

For now, the $4,000 level continues to provide support.

With little major U.S. economic data due this week ahead of next week's Federal Reserve meeting, traders are likely to remain focused on developments in the Middle East, oil prices and their implications for inflation.

Gold Forecast – Technical Analysis

Gold has broken below its symmetrical triangle pattern and the 200-day EMA, falling to a low of 3,940.

The price remains below the falling trendline as well as both the 50-day and 200-day EMAs, reinforcing the bearish technical picture. The 50-day EMA has also crossed below the 200-day EMA, generating a bearish crossover signal.

A break below 3,940 would expose 3,800, followed by 3,700.

To improve the outlook, buyers would first need to reclaim 4,100 before targeting 4,200, where the falling trendline and the July high converge.

A move above this resistance would expose the 200-day EMA around 4,310, followed by the June swing high near 4,370.

Only a sustained break above those levels would bring 4,500 back into focus.

Space Exploration Technologies (SPCX 5.43%) completed its landmark initial public offering (IPO) on June 12. Investor enthusiasm propelled SpaceX stock sharply higher than the IPO price, with shares opening on the Nasdaq around $150 on the first day of trading and closing near $161. The offering valued SpaceX at more than $2 trillion -- making it the largest IPO in history.

Momentum continued briefly as the stock reached an intraday peak of $225.64 just days after the IPO. However, shares have since given back all of those gains and then some.

As of the close of trading on Friday, SpaceX stock was trading at just $123.99. This represents a decline of 45% from its post-listing high, and a drop of 17% from its first-day opening price. Is now a good time to buy the dip in SpaceX stock, or should retail investors who have avoided the volatility so far keep sitting on their hands?

Image source: Getty Images.

What has driven SpaceX's volatility? The initial surge in SpaceX stock reflected powerful, narrative-driven momentum. Investors bought into the company's multipronged vision: expanding the Starlink satellite constellation for global broadband, advancing reusable rocket technology, and exploring ambitious artificial intelligence (AI) applications such as orbital data centers. Elon Musk's personal brand certainly added to the buzz around the stock, drawing both retail and institutional buyers into what felt like a once-in-a-generation opportunity.

Over the last few weeks, the enthusiasm around SpaceX has met countervailing forces. Questions are rising about the company's valuation relative to its fairly modest revenue base and its still-negative earnings profile. Skeptics also note the capital-intensive nature of SpaceX's various businesses and the long timelines that would be required to turn its ambitious plans into businesses capable of delivering consistent revenues and profits.

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Analyzing other notable IPOs in recent history History offers useful context through other high-profile technology IPOs. Snowflake went public in September 2020 at roughly $250 per share. One year later, the stock had climbed by more than 30% amid strong demand for cloud data platforms. Yet the stock later experienced significant volatility and meaningful drawdowns as growth expectations for the company moderated.

Palantir Technologies listed around the same time as Snowflake. That stock also witnessed meaningful appreciation during its first year as investors embraced the potential of the company's data analytics platforms, Foundry and Gotham. Despite periodic swings tied to contract timing and broader market sentiment around its government-heavy operation, Palantir's long-term trajectory has been positive overall.

A more recent example paints a much different picture, however. After Figma's 2025 IPO, the stock climbed to $120 right off the bat. Within nine months, Figma stock had fallen by roughly 79% from its peak levels as competition from AI-native design tools intensified and questions about its profitability surfaced.

These case studies share a common pattern: Large and heavily hyped IPOs often deliver strong initial pops driven by a compelling narrative and a scarcity of available shares. But those are followed by periods of digestion or corrections, particularly after lockup periods expire, the float increases, and execution metrics come into focus.

Where will SpaceX stock trade one year from now? Projecting a stock's trajectory carries enormous uncertainty. Even among the small sample of tech IPOs referenced here, the outcomes varied widely. With that said, I think the early evidence and broader historical tendencies suggest there could be continued pressure on SpaceX shares over the next year.

The post-IPO enthusiasm that initially lifted the stock appears to have faded as investors weigh the company's execution risks amid high expectations, and acknowledge the reality that transformative technologies take time to mature.

Drawing from patterns observed in the IPOs above, I think a reasonable base case sees SpaceX trading near or modestly below its current price by next June, in a range between $110 and $125. The bottom of that range would represent an 11% decline from Friday's closing price. Under these scenarios, a $5,000 investment made now could be worth either about the same as it is today down to as low as roughly $4,400 by mid-2027.

While stronger execution could support a more bullish outcome, the current trajectory of waning excitement suggests that any recovery that's coming may take longer to arrive. But of course,  this forecast offers just one plausible path among many.

Alphabet (GOOG 2.06%) (GOOGL 2.05%) is the owner of something most of us use on a daily basis: Google Search. And that has helped pave the way to success for this technology giant. Google Search has been the leading search engine worldwide for years, and as a result, advertisers pay for billions of dollars in advertising quarter after quarter -- ads across the Google platform actually make up the lion's share of the company's revenue.

On top of this, Alphabet also has scored a win in another huge market, and that's cloud computing. As one of the leading players, Google Cloud has generated explosive growth in recent times, particularly due to demand for AI products and services. The stock has climbed 10% this year, though it's been under pressure along with other AI stocks over the past couple of weeks.

Considering the full picture, will Alphabet soar after a potential catalyst on July 22? Let's turn to history for an answer.

Image source: Getty Images.

Alphabet's impressive track record Alphabet has appealed to a broad range of investors in recent years, thanks to its strong market position in the search business and its growth in cloud. The company has delivered impressive earnings growth over time, and it's easy to imagine this continuing well into the future. In the latest quarter, Alphabet's total revenue soared 22% to more than $109 billion, and Google Services and Google Cloud revenue each climbed in the double-digits.

In fact, AI demand is driving tremendous growth at Google Cloud -- backlog there almost doubled from a quarter ago to more than $460 billion in the latest period. That offers us reason to be optimistic about revenue growth moving forward.

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Though Alphabet is heavily investing in the AI build-out, this growth in backlog, general comments from peers about strong AI demand, and the company's history of benefiting from its investments -- as we can see in the chart below -- offer us additional reasons to like Alphabet.

GOOG Return on Invested Capital data by YCharts

In recent days, though, Alphabet and other AI stocks have stumbled amid concerns about the high levels of tech investing in the build-out -- and whether the revenue opportunities justify it. It's impossible to predict exactly what will happen in the future, but so far, the long-term AI story remains intact. AI has already started to address real-world problems and help companies reduce their costs and become more efficient and innovative. And we're in the early days of this use of AI, so a great deal of growth may happen over the coming years.

A catalyst ahead Now, let's consider the potential catalyst on July 22. Alphabet is set to report second-quarter earnings after the market closes.

Will the stock soar afterward? A look at history shows us that Alphabet stock advanced in the five trading days following four of the past five quarterly reports.

Quarterly earnings reportStock performance over five days following reportQ1 2026up 13%Q4 2025down 6%Q3 2025up 3%Q2 2025up 3%Q1 2025up 0.8% Source: Ycharts.

So, history suggests that Alphabet, with a strong track record of climbing after recent earnings reports, would do the same once again. Meanwhile, the current valuation, with the stock trading at 24x forward earnings estimates, is reasonable -- that's another element that may encourage investors to buy the stock.

That said, it's important to remember two things. First, history isn't always right. It's possible that Alphabet will stray from the recent trend -- even if its earnings report is positive. Second, as I mentioned earlier, AI stocks have come under pressure in recent days, and this could continue.

What does this mean for investors? Alphabet's long-term story remains very bright, thanks to its well-established search business as well as its cloud unit. The company is winning in AI too, and this offers growth potential -- even if AI stocks face headwinds in the near term, quality AI players still have bright long-term prospects.

So, Alphabet shareholders may cheer if the stock soars after the earnings report -- but if it doesn't, they shouldn't worry. This tech giant is well-positioned to generate significant earnings growth and share price performance over the long run.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The DJS Law Group announces that it is investigating claims on behalf of investors of Alibaba Group Holding Limited ("Alibaba" or "the Company") (NYSE: BABA) violations of the securities laws.

INVESTIGATION DETAILS: The investigation focuses on whether the Company issued misleading statements and/or failed to disclose information pertinent to investors. Media reports have revealed that Anthropic wrote a letter to the U.S. Senate accusing Alibaba of "brazenly and illicitly" attempting to extract its AI capabilities through a "distillation" attack.

If you are a shareholder who suffered a loss, contact us to participate.

WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:

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DJS Law Group

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SOURCE DJS Law Group LLP

Boeing CEO Kelly Ortberg told CNBC Monday that the planemaker will need "a couple more years" to repair its finances before launching a new commercial jet, signaling that the company is focused more on stabilizing its existing business rather than rushing to develop a successor to its best-selling 737 MAX.

Boeing must clear three hurdles before committing to a new aircraft program, Ortberg told CNBC's Phil LeBeau at the Farnborough International Airshow in the U.K.

"First of all, we have to be ready, and part of that is getting our financial house in order, and we're working on that," Ortberg said. "It's going to take a couple more years to get where we want to be."

Ortberg, who came out of retirement to steady the company after a series of manufacturing and quality issues, also repeated that the technology needs to be ready to introduce a new airplane and the company needs to see sufficient market demand.

For now, airline customers are telling Boeing to focus on improving the reliability and production of its current lineup rather than introducing a new jet, he said, suggesting the company is unlikely to launch a new narrowbody aircraft until later in the decade.

The market for large commercial aircraft is currently dominated by Boeing and Airbus. A new plane to better compete with Airbus' rival A320 family of jets will likely be crucial for Boeing to secure future business.

This is a breaking news story. Please refresh for updates.

Nvidia (NVDA 1.97%) will release its next quarterly update in late August. However, there are several dates in July that its shareholders should pay close attention to. One of them is Wednesday, July 29. Here is why.

All eyes on the hyperscalers A few of Nvidia's customers account for a large percentage of its business. During its fiscal year 2026, ending Jan. 25, the company said that sales to one of its clients made up 22% of its revenue, while another accounted for 14%. There is a lot of speculation about who they may be, but many analysts believe these mystery customers belong to the ranks of the hyperscalers, or leading cloud computing providers. And the single largest Nvidia customer among them may be Microsoft.

Image source: The Motley Fool.

Even if the software leader isn't the company at the top of Nvidia's largest clients list, it definitely is somewhere in the mix. That brings us to Microsoft's next earnings update, for the fourth quarter of its fiscal year 2026 (ending June 30), which it will report on July 29. Microsoft's financial results could give us a clue as to how Nvidia's business performed over the past few months and where it may be headed next. If Microsoft's year-over-year sales growth in its cloud business accelerates, and the company provides strong guidance and reports a robust cloud backlog, those would be bullish signs for Nvidia.

It will also be interesting to see Microsoft's capex guidance for its fiscal year 2027. If the company says it plans to spend significantly more, Nvidia's shareholders should celebrate, as it would likely signal that artificial intelligence (AI) infrastructure spending hasn't peaked yet. That's why Nvidia's shareholders should have this date circled in their calendars.

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Is the stock a buy? In the meantime, we can already point to several signs that suggest that Nvidia still has a large addressable market. Alphabet, another hyperscaler, explicitly said its capex spending will grow significantly in 2027. Nvidia itself has strong visibility through next year, with the company expecting $1 trillion in purchase orders for its Blackwell and Vera Rubin architectures. Further, Nvidia is still innovating and is already planning to release the Feynman GPU and Rosa CPU in 2028, which will likely be even more powerful than its current hardware.

Nvidia's ability to design more powerful products than its competitors is just one of the many reasons it remains a leader in the GPU (Graphics Processing Unit) market. The company can also thank its CUDA platform, which gives it a competitive moat due to high switching costs. And over the next few quarters, we could see Nvidia make significant progress in the CPU (Central Processing Unit) market as it taps into the large opportunity created by the rise of autonomous AI agents that run on CPUs. All these factors already highlight attractive opportunities for the company. Upcoming financial results from Microsoft and other hyperscalers may only confirm what we already know.

Prosper Junior Bakiny has positions in Alphabet and Nvidia. The Motley Fool has positions in and recommends Alphabet, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.

Accesso Technology Group PLC (LSE:ACSO, OTC:LOQPF, FRA:LQG) announced it has appointed Philip Wood as a non-executive director, with immediate effect.

Wood is expected to join the Audit Committee and later succeed Andy Malpass as its chair. He brings more than 25 years’ experience in listed software companies, including 16 years as chief financial officer of Aptitude Software Group, where he helped oversee its shift towards subscription and software-as-a-service revenues.

He previously served as group finance director of AttentiV Systems and as audit committee chair at SmartSpace Software.

Accesso chairman Bill Russell said Wood’s financial reporting, governance and software-sector expertise would support the company as it expands its data and artificial intelligence capabilities and develops more integrated customer solutions.

Netflix offers a generational buying opportunity after a 50% decline, trading at historic low multiples and 52-week lows. Live events, especially NFL games, are the next growth catalyst, driving both subscriber additions and significant incremental ad revenue. Robust free cash flow enables aggressive share repurchases, providing a margin of safety even in low-growth scenarios.

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SummaryNFLX has crashed almost 50% since its ATH. Which, in my eyes, made it a buy-the-dip opportunity of the decade.I think the market overpanicked, as it left it trading below 20x P/E. Despite a history of trading in a 30-50x range.NFLX maintains industry leadership, leveraging scale and tech investment, with ad revenue and live events as emerging growth drivers.Risks include slower growth, weak new content, reduced transparency, and high volatility (1.5x beta), making NFLX unsuitable for defensive investors.Still, I expect high double-digit total returns. And Wall Street analysts target over 40% return with NFLX. peshkov/iStock via Getty Images

Netflix (NFLX) was the first VOD platform I've ever used. And the only one (excluding Amazon (AMZN), but I bought it for very different reasons than Prime) I own.

I bought my shares in the

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NFLX, AMZN, NVDA, PM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Small businesses rarely have the luxury of waiting for capital to arrive on someone else’s timetable. When equipment fails, inventory runs low or a supplier offers a limited-time discount, the difference between approving a loan and making that loan immediately usable can determine whether an opportunity is captured or lost.

That gap between approved capital and spend-ready capital is becoming an infrastructure concern. As cards, digital wallets and modern issuer processing become more deeply integrated into commercial lending, providers must rethink whether an approved loan should first travel through traditional settlement processes before reaching the business owner.

Nikil Konduru, chief commercial officer at Lithic, told PYMNTS that the traditional model often leaves borrowers waiting precisely when speed matters most.

Time is of the essence. According to Ginger Siegel, North America small and medium business lead at Mastercard, delays ripple across day-to-day operations.

“The biggest challenge that small businesses face is really around cash flow uncertainty and everything that cascades from it,” Siegel said during the same interview. Lag times force owners to dip into personal reserves or credit lines.

Siegel elaborated that many businesses also lose purchasing opportunities while waiting for funds to settle, whether that means restocking inventory, accepting new work or taking advantage of supplier discounts. The burden is compounded by administrative work that falls on owners who often manage finance, operations and customer service themselves.

The card is becoming more than a payment vehicle, and in fact is becoming a salve against those pain points.

Traditionally, lenders transferred proceeds through ACH into a checking account before the borrower could begin spending. Card-based disbursement changes that sequence by allowing approved funds to be provisioned immediately through a virtual card and into a digital wallet.

Konduru said the experience becomes substantially different for borrowers.

“We make it seamless to instantly issue a card and provision it to someone’s digital wallet, whether that’s Apple Pay, Google Pay, Samsung, you name it,” he said. The result is that the digital wallet begins to function as a delivery mechanism for working capital rather than simply a repository for payment credentials.

“As an industry, we’re starting to think about cards and digital wallets not just as a way to move money, but as an on-ramp to capital,” Siegel said.

She pointed to the emergence of “loan on card” products, a model that companies like Lithic enable through issuer processing infrastructure, allowing approved credit to be delivered directly through payment credentials instead of waiting for conventional account funding.

“It turns access to capital into something that’s immediate and actionable,” Siegel said. “When credit can be accessed and used in real time, whether it’s through a virtual card or a wallet, it becomes working capital in motion.”

Added Konduru: “The headline here really is that small businesses get the cash that they desperately need faster,” Konduru said. “The time to actually access the funds that they’ve been approved to use drops from having to wait several days to just a couple seconds.”

Digital wallets also fit naturally into broader efforts to simplify financial management for smaller businesses. Rather than switching between multiple applications and funding channels, wallet-based experiences place lending, payments and spending within a single environment.

Instead of losing visibility after funds leave through ACH, lenders can receive merchant category information, transaction timing, location and purchase amounts in real time. Card-based disbursement also generates interchange revenue on borrower spend, creating a new revenue stream that lenders can use to cross-subsidize APRs, widen margin or expand credit access to SMBs who might not otherwise qualify.

The growing role of cards also reflects a broader shift toward programmable lending infrastructure, where capital can carry rules alongside funding.

Card-based lending also alters the economics for lenders.

“The really fantastic thing about card transactions is you can actually generate interchange on the spend that is happening when the borrowers go out into market,” Konduru said. “Instead of being a cost center, this new revenue line item … can either cross-subsidize the actual APRs they’re charging small businesses and borrowers … or you could potentially access a wider base because if there’s more margin to go around, you can presumably take on more risks actually and access more SMBs that previously would not have any access to credit.”

Instead of treating loan proceeds as cash that disappears into an account, lenders can build products that define how credit is used, respond to changing borrower circumstances and adapt throughout the life of the loan.

That visibility enables lenders to create spending policies based on merchant category, transaction size or employee role while receiving transaction data in real time. It also opens the door to more flexible credit products.

“Flexible infrastructure allows us to do many things that really help borrowers at times of hardship,” Konduru said. “You can make it easier for borrowers to smooth out their cash flow based on their specific needs.”

Just as importantly, programmable infrastructure reduces work for lenders themselves. Rather than building and maintaining wallet provisioning, tokenization and issuer-processing capabilities independently, lenders can rely on modern infrastructure that makes those capabilities available through existing digital channels.

Digital wallets are gradually becoming financial hubs where payment credentials, lending products and authentication coexist instead of remaining separate experiences.

Siegel noted that many small businesses already manage invoicing, payroll, expenses and payments across numerous systems. Embedding lending into those existing workflows reduces the need to move between disconnected financial products while allowing owners to focus on operating the business itself.

“The greatest opportunity lies in really bringing the entire ecosystem together, but to do it earlier and more intelligently,” Siegel said. The next stage of SMB lending will be measured less by how quickly credit decisions are made than by how quickly approved capital becomes usable.

Watch the full interview to learn more about:

How web push provisioning is changing the process of delivering commercial credit through digital wallets. Why programmable issuer processing is giving lenders new flexibility to build repayment and spending controls. How network partnerships are combining payments, data and security to support the next generation of SMB lending products.

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Pfizer (PFE 0.36%) has not performed well in recent years, as demand for its coronavirus products has plummeted. Meanwhile, several of the company's newer launches haven't made much of an impact on its financial results, while it is racing toward an important patent cliff -- that of Eliquis, an anticoagulant and one of its best-selling drugs -- by the end of the decade. However, management has a plan to turn things around. Pfizer has a deep pipeline that could help it rejuvenate its lineup. One area the company hopes to dominate is the weight management drug market, which is growing rapidly and could exceed $100 billion in sales by the next decade. Could Pfizer become the leader in this niche?

Image source: The Motley Fool.

Pfizer's weight management candidates Pfizer had to discontinue the development of some of its internally developed anti-obesity products due to safety concerns. But it beefed up its pipeline thanks to an acquisition. In November, the pharmaceutical leader bought Metsera, a biotech with several promising weight-loss candidates, for $7 billion in cash (excluding potential additional milestone payments). Pfizer inherited Metsera's lead weight-loss asset, MET-097i, a GLP-1 medicine that appears highly promising.

In a pair of phase 2b studies, the investigational medicine demonstrated strong weight-loss efficacy -- patients on MET-097i had a mean placebo-subtracted weight loss of up to 14.1% after 28 weeks -- along with excellent tolerability. Also, MET-097i has the potential for monthly dosing, which might give it a significant advantage over the current leading weight-loss options, which are administered weekly.

MET-097i is now undergoing phase 3 clinical trials. Pfizer does have other candidates it inherited from Metsera. And the drugmaker hasn't given up on all of its internally developed programs either. One of them is an investigational weight-loss pill called PF-07976016 that is currently in phase 2 studies. Oral weight-loss medicines have brought brand-new patients to the anti-obesity market, so this is another promising candidate.

Overall, Pfizer's portfolio features several differentiated products. The company has one of the more promising pipelines in this area.

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It won't be easy to take the crown Pfizer will have to go up against many pharmaceutical giants in this field, including the current leaders, Eli Lilly (LLY +0.76%) and Novo Nordisk (NVO 2.25%). Both have highly effective drugs in their current lineups as well as deep pipelines. Take Eli Lilly, whose next-gen anti-obesity medicine, retatrutide, posted impressive phase 3 clinical trial results that rival weight loss numbers we typically see in bariatric surgeries. Retatrutide has an advantage: It is a triple agonist, which means it combats obesity by simultaneously activating three distinct hormone receptors.

As of now, there is no such drug approved by the U.S. Food and Drug Administration. Retatrutide could be the first. Novo Nordisk isn't too far behind. The company also has several triple agonists in its pipeline, including one that recently posted highly encouraging mid-stage results. Eli Lilly and Novo Nordisk also have an advantage, having been the biggest players in the adjacent diabetes market over the past few decades. Beyond the two leaders, other drugmakers are also making progress.

For instance, Amgen's (AMGN 1.40%) MariTide is undergoing phase 3 studies as a potential treatment for obesity and several other conditions. MariTide is also a long-acting therapy that could be administered monthly (or less frequently).

What does this mean for Pfizer? It's too soon to know which company will be the biggest winner in the weight loss market, but if I were a betting man, my money wouldn't be on Pfizer -- it would be on Eli Lilly. However, Pfizer does not need to dominate this area to turn its business around. There is room for multiple winners in this field, and the company is well-positioned to be one of them, given its deep pipeline.

Pfizer also has promising candidates in other therapeutic areas that should make meaningful progress over the next few years, especially in oncology. Meanwhile, several of the company's products are still posting decent sales growth. Finally, Pfizer is a terrific dividend stock. It offers a forward yield of 6.9% and has continued to increase its payouts despite the headwinds it has encountered in recent years. That makes it a top pick for investors seeking reliable, blue chip dividend stocks.

When the artificial intelligence (AI) boom started gathering momentum in early 2023, Micron Technology (MU +0.04%) stock was trading at around $50. Last month, it peaked at $1,213, representing a staggering 2,070% gain over the past three and a half years.

Micron's high-bandwidth memory (HBM) for the data center is a critical component in the AI hardware stack, and demand currently exceeds supply, which is driving explosive growth in the company's revenue and earnings. However, recent reports suggest some businesses are curbing their AI software spending, which could affect future demand for chips and other hardware components.

As a result, Micron stock has plummeted by 30% from its recent high and closed at $848 on Friday, July 17. Should investors buy it while it's trading under $1,000? Read on for the surprising answer.

Image source: Getty Images.

Micron's HBM is crucial to the AI revolution AI training and inference workloads require an astronomical amount of computing power, which is delivered by specialized data center chips called graphics processing units (GPUs). HBM stores information in a ready state for when GPUs are ready to process it, which keeps workloads flowing smoothly. Without sufficient memory capacity, GPUs would have to pause while they wait for more data, creating a sluggish experience for anyone using an AI chatbot or agent.

Micron recently started shipping its new HBM4 chips for the data center, which provide a 60% increase in capacity and a 20% improvement in energy efficiency over its previous HBM3E chips. In other words, HBM4 is designed to maximize processing speeds and minimize costs, which is why Nvidia has adopted this solution for its new Vera Rubin GPU systems.

The market for data center HBM was worth $35 billion last year, but Micron expects it to nearly triple to $100 billion by 2028, so this is a significant financial opportunity. But it isn't Micron's only opportunity in the AI space, because it also supplies memory and storage chips for personal computers, smartphones, cars, and even robots.

AI models are slowly becoming more efficient, so computers and smartphones can run them locally without relying on external computing power from data centers, as long as they have an appropriate amount of memory. Furthermore, the average car with even basic autonomous driving capabilities needs more than five times the memory capacity of a regular car -- and Micron says humanoid robots need 10 times more memory than the average autonomous car.

Simply put, this could be one of the longest demand cycles for memory that Micron has ever experienced, so its stock looks like a screaming buy from that perspective. But there is room for caution, and I'll explain why in a moment.

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Micron's sales are growing at a mind-boggling rate Micron delivered a record $41.4 billion in revenue during its fiscal 2026 third quarter (ended May 28), a whopping 346% increase from the year-ago period. AI-related memory fueled that strong result across all four of the company's business segments, led by cloud memory, which contributed the most revenue thanks to booming HBM sales.

Micron's earnings also rocketed higher by 1,368% year over year to $24.67 per share during the quarter. Management's forecast for the current fourth quarter (which ends in late August) points to more record results, with $50 billion in revenue and $30.73 per share in earnings potentially in the cards.

The global memory shortage is giving Micron and its competitors the ability to dictate prices, which is significantly boosting the company's revenue and profit margins. But every major memory company is frantically building more manufacturing capacity, so supply will eventually catch up to demand, which will make it very difficult for the likes of Micron to maintain its current level of earnings. As a result, its stock isn't a clear-cut buy based on its recent financial results alone.

As memory supply inevitably increases over the next couple of years, it might run into a simultaneous decrease in demand. Soaring infrastructure costs have forced AI providers such as Anthropic and Microsoft to implement passive price increases for the use of their models and software, so many of their customers are rethinking their usage.

A recent survey from investment bank UBS Group found that 60% of businesses are curbing their AI spending by routing some tasks to cheaper, more efficient models. Even the biggest companies are feeling the pinch; Walmart, Amazon, and Uber Technologies have recently capped AI usage for their employees to prevent budget blowouts.

Uber's chief operating officer recently said it's getting harder to justify AI spending, after his company burned through its entire 2026 budget in just four months by using Anthropic's Claude Code. This doesn't bode well for long-term semiconductor demand.

Micron stock looks like a bargain given its price-to-earnings (P/E) ratio is just 19.2, making it substantially cheaper than the Nasdaq-100 index which has a P/E of 33.4. Plus, based on Wall Street's earnings estimate for fiscal 2027, Micron's forward P/E is just 5.6. In my opinion, that suggests investors aren't totally convinced the memory boom has legs, because a company growing this fast would normally command a premium valuation compared to the broader market, not a steep discount.

Micron stock could deliver a positive return from here over the next five years or so, once physical AI segments such as autonomous vehicles and robotics are commercialized at scale. But there could be some major volatility in the near term as additional memory supply comes online and the demand picture becomes more uncertain, so I'm in no hurry to buy Micron's recent dip.

, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Regeneron Pharmaceuticals, Inc. ("Regeneron" or "the Company") (NASDAQ: REGN) violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of REGN during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: August 1, 2025 to May 15, 2026

DEADLINE: September 14, 2026

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. The Company gave investors the impression its Phase III Fianlimab-Libtayo Study showed signs of success and minimized risks presented by the study. The Company's study ultimately failed to achieve its primary endpoint in a statistically significant manner. Based on these facts, Regeneron's public statements were false and materially misleading throughout the class period.

If you are a shareholder who suffered a loss, contact us to participate.

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Tom Lee: Margin debt balance on U.S. stock markets has posted a rare surge in 60 years, with the previous five such market occurrences all leading to a six-month consolidation period.

Over the weekend, Tom Lee told CNBC in an interview that U.S. margin debt has risen 54% year-over-year, marking the sixth-largest increase in the past 60 years. “A cohort of traders borrowing money to buy stocks has flooded into the market, and history shows the market will react accordingly: the South Korean stock market offers a case in point, where 1.2 million brokerage accounts faced margin calls, potentially accounting for 10% of all adult investor accounts,” Lee noted. He added that in U.S. stock market history, the prior five surges in margin balances were typically followed by a six-month market consolidation.

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