The explosive growth of artificial intelligence (AI) has ignited a powerful supercycle in the memory semiconductor landscape. As large language models (LLMs) and generative AI systems scale to trillions of tokens, the bottleneck is shifting from raw compute to the speed and capacity of data movement.
Nvidia (NVDA 1.97%) is a dominant force in this ecosystem, not merely as the leading designer of graphics processing units (GPUs) but as the primary driver of demand for specialized high-bandwidth memory (HBM). The company's GPUs support the majority of hyperscale training clusters and inference workloads, forcing memory producers to align their roadmaps with Nvidia's performance targets.
Image source: Nvidia.
Three companies possess the technology and manufacturing expertise to produce HBM4 at scale: SK Hynix (SKHY +1.13%), Samsung, and Micron Technology (MU +0.04%). Each company is aggressively expanding capacity and refining its manufacturing processes to meet Nvidia's specifications.
Nvidia CEO Jensen Huang is taking the memory supercycle incredibly seriously. Over the last couple of years, Huang has quietly dropped some breadcrumbs that can be traced to Nvidia's favorable memory suppliers. Let's take a look at what Huang has to say about the memory bottleneck, and explore which AI memory stock you may want to put on your radar right now.
Why is memory becoming so important for AI? Memory is emerging as one of the most important components in the chip stack because AI applications are fundamentally memory-bound. Training and running models require transferring enormous volumes of data between hundreds of thousands of GPUs at extremely low latency.
Conventional DRAM struggles to keep pace with these bandwidth demands, leading to underutilized compute resources and longer training times. HBM solves this by stacking DRAM dies and stitching them together through vertical interconnects. This delivers bandwidth that is meaningfully higher than that of traditional memory solutions while consuming less power.
HBM4 represents the next step forward in the memory evolution. Nvidia requires HBM4 to power its next-generation platforms because these chips enable larger model sizes, faster token generation, and more efficient scaling of GPU clusters. In particular, Nvidia's Vera Rubin architecture is expected to rely heavily on HBM4 to deliver the performance leap customers anticipate.
Today's Change
(
1.13
%) $
1.72
Current Price
$
154.03
SK Hynix is expected to be the leader of HBM4 During CES back in January, Huang said that Nvidia will be the "only customer" of HBM4 for quite some time. While that's great news for memory suppliers, it's especially beneficial for one company in particular.
In early June, Nvidia and SK Hynix announced a multiyear partnership focused on co-developing advanced memory solutions for AI factories. This isn't entirely surprising, as Huang has been relentlessly pursuing SK Hynix's memory wafers for years.
According to reports dating back to 2024, Huang had asked SK Hynix to expedite its HBM4 manufacturing by six months. While SK Hynix plans to double its wafer capacity by 2030, Huang warns this may not be enough supply given the explosion of AI workloads. Huang explains:
AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance. SK Hynix has been an extraordinary partner to Nvidia, playing a central role in delivering advanced memory technologies for Nvidia AI computing platforms. Together, we will codevelop the next generation of memory for AI factories and support the accelerating global expansion of AI infrastructure -- from frontier model training to agentic and physical AI.
Against this backdrop, industry analysts estimate that SK Hynix could lock in between 50% and 70% of Nvidia's anticipated HBM4 orders. This outsize allocation would provide SK Hynix with durable revenue tailwinds as the company stands to capture a disproportionate share of HBM revenue while its competitors ramp up their own capacities. With this in mind, SK Hynix's strengthening relationship with Nvidia could be seen as a subtle competitive advantage.
For investors seeking exposure to the memory pocket of the AI infrastructure theme, SK Hynix appears to be one of the clearest beneficiaries of sustained demand over the coming years. This makes the stock worth a look as growth investors continue to take profits and rotate out of the obvious winners seen so far during the AI revolution.
Intuitive Surgical remains a buy despite a nearly 30% stock decline and post-earnings volatility. Adoption metrics are resilient, with strong system placements and installed base growth offsetting softer U.S. procedure growth. Profitability improved: Q2 non-GAAP gross margin expanded to 70%, operating margin to 42.1%, and EPS beat by $0.30.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Zillow To Contact Him Directly To Discuss Their Options
If you purchased or acquired Class A or Class C Zillow common stock between February 11, 2025 and May 7, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Zillow's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Zillow class action, go to www.faruqilaw.com/Z or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Zillow Securities Class Action Lawsuit:
What is the Zillow securities fraud lawsuit about?
The lawsuit alleges Zillow misrepresented its agreement with Redfin as a partnership, understated antitrust and regulatory risks, and downplayed potential legal exposure, making statements about its business and prospects allegedly misleading.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Zillow Class A or Class C common stock (NASDAQ: Z) (NASDAQ: ZG) between February 11, 2025 and May 7, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 10, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Zillow stock during the Class Period?
Investors should review their transaction records, preserve relevant documents, and evaluate their legal options. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Zillow securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305571
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Regeneron To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Regeneron between August 1, 2025 and May 15, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Regeneron Pharmaceuticals, Inc. (""Regeneron" or the "Company") (NASDAQ: REGN) and reminds investors of the September 14, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose the true state of Regeneron's Phase III Fianlimab-Libtayo Study; notably, that its preliminary statistical assumptions were fundamentally flawed, that the active treatment arm was failing to achieve meaningful clinical differentiation over standard therapies, and that the trial would ultimately fail to reach statistical significance on its primary endpoint even without overperformance of the control arm.
On April 29, 2026, Defendants disclosed that the Phase III Fianlimab-Libtayo Study had been altered, expanding the number of patients in the study eligible for "analysis of progression-free survival." On this news, Regeneron's stock price fell $45.41, or approximately 6.2%, to close at $686.36 per share on April 29, 2026.
On May 15, 2026, Regeneron issued a press release announcing that the "Phase 3 Trial of Fianlimab . . . did not reach statistical significance for the primary endpoint of improvement in progression-free survival (PFS)." On this news, Regeneron's stock price fell $68.57, or approximately 9.8%, to close at $629.68 per share on May 18, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Regeneron's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Regeneron class action, go to www.faruqilaw.com/REGN or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Regeneron Securities Class Action Lawsuit:
What is the Regeneron securities fraud lawsuit about?
Faruqi & Faruqi, LLP has filed a securities class action lawsuit against Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) on behalf of investors who purchased Regeneron securities during the Class Period. The lawsuit alleges that Regeneron and certain of its officers made materially false and misleading statements regarding the Phase III Fianlimab-Libtayo clinical study. Specifically, the complaint alleges that defendants concealed that the study's preliminary statistical assumptions were fundamentally flawed, that the active treatment arm was allegedly failing to achieve meaningful clinical differentiation over standard therapies, and that the trial would ultimately fail to reach statistical significance on its primary endpoint. The alleged fraud is said to have come to light through two disclosures: first, on April 29, 2026, when defendants announced an expansion of patients eligible for analysis of progression-free survival - causing Regeneron's stock to fall approximately 6.2% - and then on May 15, 2026, when Regeneron announced that the Phase III trial did not reach statistical significance for its primary endpoint, causing the stock to fall an additional approximately 9.8%.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) securities on the NASDAQ between August 1, 2025 and May 15, 2026, inclusive (the "Class Period"), may be eligible to participate in this lawsuit. Eligibility to participate is not limited to those who seek appointment as lead plaintiff; any investor who purchased Regeneron securities during the Class Period and suffered a loss may potentially share in any recovery obtained on behalf of the class. Investors are encouraged to review their trading records to determine whether their purchases fall within the Class Period. Participation in the litigation does not require investors to take any active litigation role beyond filing a timely claim if a recovery is ultimately achieved.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including working with counsel to make key strategic decisions regarding the case. Any investor who purchased Regeneron securities during the Class Period and suffered losses may move the court for appointment as lead plaintiff, but must do so no later than September 14, 2026, which is the court-established deadline for such motions. Courts generally appoint the movant with the largest financial interest in the relief sought who also satisfies the adequacy requirements of the applicable securities laws. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in or potentially share in any recovery that may result from this litigation. Those who do not seek lead plaintiff status may still submit a claim and may be eligible to receive a portion of any settlement or judgment obtained on behalf of the class.
What should investors do if they purchased Regeneron stock during the Class Period?
Investors who purchased Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) securities between August 1, 2025 and May 15, 2026 are encouraged to promptly review their brokerage and trading records to confirm the timing and size of their purchases and any resulting losses. Investors should take steps to preserve all relevant documentation, including trade confirmations, account statements, and any communications relating to their Regeneron holdings, as such records may be material to any future claim. Given that the lead plaintiff motion deadline is September 14, 2026, investors who wish to be considered for that role should act in advance of that date. Investors may wish to consult with Faruqi & Faruqi, LLP to better understand their legal rights and options before the deadline passes. Retaining counsel or seeking lead plaintiff status is not required to participate in any potential class recovery, but timely action is advisable to preserve all available options.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Regeneron securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305568
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Intuit To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Intuit between August 22, 2025 and May 20, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Intuit Inc. ("Intuit" or the "Company") (NASDAQ: INTU) and reminds investors of the September 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (3) accordingly, Intuit's previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.
On May 20, 2026, Intuit released its fiscal Q3 2026 financial results, which included its 2026 tax season revenue. Intuit stated that it "did not have the overall tax season we expected" and that it "faced pressure among the most price-sensitive DIY filers." Intuit said that "[w]e [lost] on price," and revealed that the Company needed to evolve its business model by delivering the right lineup and price points to meet simple filers' needs at the low end. Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approximately 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."
On this news, Intuit's stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Intuit's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Intuit class action, go to www.faruqilaw.com/INTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Intuit Securities Class Action Lawsuit:
What is the Intuit securities fraud lawsuit about?
The lawsuit alleges Intuit misled investors by overstating TurboTax growth, competitive strength, and FY2026 guidance while failing to disclose increasing pricing and competitive pressures.
Who may be eligible to participate in the lawsuit?
Investors who purchased Intuit (NASDAQ: INTU) securities between August 22, 2025 and May 20, 2026 may be eligible if they suffered losses.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the proposed class. Eligible investors must file a motion with the court by September 8, 2026. Participation does not require serving as lead plaintiff.
What should investors do if they purchased Intuit stock during the Class Period?
Investors should review their transactions and consider consulting counsel regarding their legal rights, participation in the lawsuit, or seeking lead plaintiff status.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi has represented investors since 1995 and recovered hundreds of millions of dollars. The firm offers free evaluations of potential securities fraud claims.
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Intuit securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305560
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In ZoomInfo To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in ZoomInfo between November 3, 2025 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against ZoomInfo Technologies, Inc. ("ZoomInfo" or the "Company") (NASDAQ: GTM) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the true state of ZoomInfo's slowing growth its legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. Further, the Company minimized concerns that customers were moving towards consumption-based usage models and developing internal AI-driven go-to-market solutions.
On May 11, 2026, after the market closed, ZoomInfo announced its first quarter 2026 financial results, unveiling a sharp decline in growth outlook and accordingly lowered its 2026 full year financial guidance, and announced it was realigning its downmarket business, laying off 20% of its workforce, and expecting to incur approximately $45-60 million in restructuring costs. On this news, ZoomInfo's stock price fell $1.98, or approximately 33%, to close at $4.06 per share on May 12, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding ZoomInfo's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the ZoomInfo class action, go to www.faruqilaw.com/GTM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the ZoomInfo Securities Class Action Lawsuit:
What is the ZoomInfo securities fraud lawsuit about?
The lawsuit alleges that ZoomInfo Technologies, Inc. (NASDAQ: GTM) and certain of its officers and directors violated federal securities laws by making materially false and misleading statements to investors during the class period. Specifically, the complaint alleges that defendants issued overwhelmingly positive statements while allegedly concealing the true extent of slowing growth in ZoomInfo's legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. The complaint further alleges that defendants minimized concerns that customers were shifting toward consumption-based usage models and developing internal AI-driven go-to-market solutions, which allegedly masked material adverse trends affecting the Company's business. On May 11, 2026, after markets closed, ZoomInfo allegedly disclosed the severity of these conditions when it announced sharply lowered full-year 2026 guidance, a realignment of its downmarket business, a workforce reduction of approximately 20%, and anticipated restructuring costs of approximately $45-60 million — news that allegedly caused the Company's stock to decline approximately 33% the following trading day.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities during the class period — between November 3, 2025 and May 11, 2026, inclusive — may be eligible to participate in this lawsuit. Eligible investors are not limited to those who seek appointment as lead plaintiff; any class member who suffered losses during the class period may potentially share in any recovery obtained on behalf of the class. Investors are encouraged to review their trading records to determine whether their purchases fall within the applicable class period dates. Participation in the litigation does not require that an investor take an active role in the case or incur out-of-pocket legal expenses to be considered a potential class member.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including selecting and overseeing class counsel and making key strategic decisions in the case. Under the Private Securities Litigation Reform Act, any investor who purchased ZoomInfo Technologies securities during the class period and suffered a loss may move the court for appointment as lead plaintiff. The deadline to file a motion seeking lead plaintiff appointment is August 24, 2026. Importantly, investors are not required to serve as lead plaintiff in order to be eligible to share in any recovery that may result from the litigation; the vast majority of class members participate without taking on that representative role.
What should investors do if they purchased ZoomInfo stock during the Class Period?
Investors who purchased ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities between November 3, 2025 and May 11, 2026 should promptly review their brokerage and account records to confirm the dates and prices of any relevant transactions. Investors are strongly encouraged to preserve all documentation related to their ZoomInfo securities purchases, including trade confirmations, account statements, and any communications concerning those investments. Given that the lead plaintiff motion deadline is August 24, 2026, investors who wish to explore their legal options — including the possibility of seeking appointment as lead plaintiff — should act in a timely manner. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their rights and potential claims prior to that deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased ZoomInfo securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305572
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
A trader bought BRIAN at its peak yesterday, now facing an unrealized loss of nearly 90%.
On-chain analyst Ai Yi (handle @ai_9684xtpa) reports that a trader purchased $179,000 worth of BRIAN at an average price of $0.01311 at yesterday’s peak, and is now facing an unrealized loss of $159,000, with their assets having shrunk by 88.7%.
4 minutes ago
Kuwait Petroleum Corporation says key oil facilities were attacked by Iran.
According to Kuwait News Agency, Kuwait Petroleum Corporation stated that key oil facilities were attacked by Iran, resulting in multiple injuries and heavy losses.
4 minutes ago
Iran's Revolutionary Guard Corps: Two Iranian missiles successfully breached the defense line of multiple "Patriot" missiles.
Iran's Revolutionary Guard stated that two Iranian missiles successfully breached the defense of multiple "Patriot" missiles. At least two Iranian ballistic missiles struck an air base in Jordan. Although the number of ballistic missiles Iran launched was relatively small, the success rate of its attacks has steadily increased over the past few days.
4 minutes ago
Michael Saylor: Enterprise adoption is essential for Bitcoin to become a global monetary network.
Michael Saylor, founder of MicroStrategy, stated in a post that the corporate organizational structure allows people to collaborate around a shared mission within a legal framework, while operating with higher efficiency, transparency, credibility, scale, resilience, and sustainability. For Bitcoin to become a global monetary network, corporate adoption is not only necessary, but also an inevitable and welcome development trend.
4 minutes ago
Apple and the U.S. Department of Justice launch preliminary settlement negotiations over the antitrust lawsuit.
According to a Bloomberg report citing people familiar with the matter, Apple Inc. and the U.S. Department of Justice (DOJ) are in preliminary settlement negotiations over an antitrust lawsuit filed in 2024 that accuses Apple of violating U.S. antitrust laws. The sources said the two sides are currently in active discussions, though there is no guarantee a final settlement agreement will be reached. As of now, no trial date has been set for the case.
4 minutes ago
Israeli military says US will deploy additional aerial refueling tankers to Israeli air force bases.
According to CCTV News, local time on the 18th, Israeli military sources said the U.S. is set to deploy dozens of additional aerial refueling tankers to Israeli military air bases instead of Tel Aviv’s Ben Gurion International Airport. The Israeli military stated that the move aims to minimize disruptions to civilian air transport. Earlier, Israel’s Ministry of Transport had capped the number of U.S. military tankers stationed at Ben Gurion International Airport at 20 to ease interference with civilian flights during the summer peak travel season. The Israeli military added that the decision to deploy the tankers at Israeli air bases was made by the U.S., and was coordinated with the Israeli military to allow the Israeli Air Force to prepare in advance.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Hub Group To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Hub Group between April 28, 2023 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG) and reminds investors of the August 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements caused by the premature and incorrect recognition of certain transactions concerning, among other things, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth; and (2) Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable concerning, among other things, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth.
On February 5, 2026, Hub Group announced that the Company's financial statements for the first three quarters of 2025 should not be relied upon and would be restated due to "an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025." The Company revealed that its reports for those quarters "were in each case materially misstated due to the aforementioned error and should no longer be relied upon" and that "the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps." The Company also estimated that "[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million."
This news caused the price of Hub Group stock to decline roughly 18%, from $51.33 per share at close on February 5, 2026, to $41.96 per share at close on February 6, 2026.
On May 12, 2026, Hub Group announced that it had "identified certain transactions that were prematurely or incorrectly recognized or not adequately supported," causing its 2023 and 2024 annual reports filed with the SEC to be "materially misstated," such that they "should no longer be relied upon." The Company did not quantify the expected misstatement, although it "expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023."
This news caused the price of Hub Group stock to decline a further 13%, from $41.86 per share at close on May 11, 2026, to $36.62 per share at close on May 12, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Hub Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Hub Group class action, go to www.faruqilaw.com/HUBG or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Hub Group Securities Class Action Lawsuit:
What is the Hub Group securities fraud lawsuit about?
The lawsuit alleges Hub Group made misleading statements about revenue recognition, transportation costs, accounts payable, internal controls, and financial reporting, causing multiple financial statements to contain material accounting misstatements.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Hub Group (NASDAQ: HUBG) securities between April 28, 2023 and May 11, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the proposed class and helps oversee the litigation. Eligible investors must file a motion with the court by August 28, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Hub Group stock during the Class Period?
Investors should review their trading records, preserve relevant documents, and evaluate their legal rights. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for clients. The firm can evaluate your potential claims and explain your legal options at no upfront cost.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305557
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Insulet To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Insulet between February 21, 2025 and May 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and reminds investors of the August 31, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."
On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."
On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Insulet's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Insulet class action, go to www.faruqilaw.com/PODD or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Insulet Securities Class Action Lawsuit:
What is the Insulet securities fraud lawsuit about?
Faruqi & Faruqi, LLP has filed a securities class action lawsuit against Insulet Corporation (NASDAQ: PODD) on behalf of investors who purchased Insulet securities during the Class Period. The lawsuit alleges that Insulet's manufacturing controls and procedures were defective, and that this deficiency allegedly created a foreseeable, heightened risk that one or more Insulet products would be found to violate applicable safety regulations or pose a risk of injury to patients. The complaint further alleges that, as a result, Insulet's public statements during the Class Period were materially false and misleading. The alleged truth began to emerge through two separate voluntary Medical Device Corrections disclosed by Insulet in March and May 2026, each involving manufacturing issues with specific lots of Omnipod® products, which were followed by significant declines in Insulet's stock price.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired Insulet Corporation (NASDAQ: PODD) securities on the NASDAQ exchange between February 21, 2025 and May 26, 2026, inclusive, may be eligible to participate in this lawsuit. Eligibility to participate is not limited to those who seek appointment as lead plaintiff; any investor who purchased during the Class Period may be entitled to share in any recovery that may be obtained. Investors are encouraged to review their trading records to determine whether their purchases fall within the defined Class Period. Additional eligibility considerations may apply, and investors are advised to consult with counsel to evaluate their specific circumstances.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative party who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy, selection of counsel, and settlement negotiations. Under the Private Securities Litigation Reform Act, any member of the proposed class may move the court for appointment as lead plaintiff, and the court will generally appoint the movant with the largest financial interest in the relief sought who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff in this action is August 31, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class or share in any recovery that may result from the litigation.
What should investors do if they purchased Insulet stock during the Class Period?
Investors who purchased Insulet Corporation (NASDAQ: PODD) securities between February 21, 2025 and May 26, 2026 are encouraged to review their brokerage and trading records to confirm whether their purchases fall within the Class Period. Investors should take steps to preserve all relevant documentation, including trade confirmations, account statements, and any communications related to their Insulet holdings. Given that the lead plaintiff motion deadline is August 31, 2026, investors who wish to be considered for appointment as lead plaintiff should act promptly to avoid missing that deadline. Investors interested in learning more about the lawsuit or their potential legal rights and options may contact Faruqi & Faruqi, LLP to discuss their circumstances prior to the deadline, though retaining counsel or seeking lead plaintiff status is not required to participate in any potential class recovery.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Insulet securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305558
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the "Class Period"), of the important August 31, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Insulet securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Insulet class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 31, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Insulet's manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Insulet class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305679
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AeroVironment To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in AeroVironment between June 25, 2025 and March 10, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against AeroVironment, Inc. ("AeroVironment" or the "Company") (NASDAQ: AVAV) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force's ongoing efforts to modernize the SCN; (2) accordingly, Defendants overstated AeroVironment's business and financial prospects; and (3) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding AeroVironment's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the AeroVironment class action, go to www.faruqilaw.com/AVAV or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the AeroVironment Securities Class Action Lawsuit:
What is the AeroVironment securities fraud lawsuit about?
The AeroVironment securities fraud lawsuit is a federal securities class action alleging that AeroVironment, Inc. (NASDAQ: AVAV) and its executives made false and misleading statements to investors by concealing that the Company faced imminent competition for its SCAR program contracts and overstating its business and financial prospects. As the truth emerged through a series of disclosures — including a U.S. government stop work order on January 20, 2026, a Space Force announcement that it was reopening the SCAR program on March 2, 2026, and AeroVironment's disclosure of a $151.3 million goodwill impairment and contract termination on March 10, 2026 — AVAV's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the AeroVironment securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former AeroVironment employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff in the AeroVironment class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any AeroVironment investor who purchased AVAV stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased AeroVironment stock during the Class Period?
Investors who purchased AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the AeroVironment securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/AVAV for more information.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased AeroVironment securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305550
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Calix To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Calix between January 28, 2026 and April 21, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Calix, Inc. ("Calix" or the "Company") (NYSE: CALX) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) that the Company's advanced supply of memory components was dwindling; (3) that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
On April 21, 2026, Calix reported results for the first quarter of 2026 earnings, including that "Non-GAAP gross margin was 57.2%, down 80 basis points sequentially." Further, the Company reported "gross margin guidance for the second quarter of 2026 is between 54.25% and 57.25%" and "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points."
In the accompanying earnings call, the Company's CFO stated "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter. However, that advanced supply has run its course, and we now face market prices."
On this news, Calix's stock price fell $6.93, or 13.98% to close at $42.65 per share on April 22, 2026, on unusually heavy trading volume.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Calix's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Calix class action, go to www.faruqilaw.com/CALX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Calix Securities Class Action Lawsuit:
What is the Calix securities fraud lawsuit about?
The Calix securities fraud lawsuit is a federal securities class action alleging that Calix, Inc. (NYSE: CALX) and its executives made false and misleading statements to investors by concealing that the Company's strong first quarter margins were artificially inflated by advanced purchasing of memory components, that its advanced supply of those components was dwindling, and that it would soon be forced to purchase memory components at rising market prices — creating significant negative margin pressure. As the truth emerged on April 21, 2026, when Calix reported Q1 2026 results and its CFO disclosed that "advanced supply has run its course" and the Company would "now face market prices," CALX's stock price fell $6.93 per share, or 13.98%, causing significant losses for investors.
Who may be eligible to participate in the Calix class action lawsuit?
Investors who purchased or acquired Calix (CALX) stock between January 28, 2026 and April 21, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Calix securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Calix employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Calix lawsuit?
A lead plaintiff in the Calix class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Calix investor who purchased CALX stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Calix stock during the Class Period?
Investors who purchased Calix (CALX) stock between January 28, 2026 and April 21, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Calix securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CALX for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305553
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Iran's Revolutionary Guard Corps: Two Iranian missiles successfully breached the defense line of multiple "Patriot" missiles.
Iran's Revolutionary Guard stated that two Iranian missiles successfully breached the defense of multiple "Patriot" missiles. At least two Iranian ballistic missiles struck an air base in Jordan. Although the number of ballistic missiles Iran launched was relatively small, the success rate of its attacks has steadily increased over the past few days.
9 minutes ago
Michael Saylor: Enterprise adoption is essential for Bitcoin to become a global monetary network.
Michael Saylor, founder of MicroStrategy, stated in a post that the corporate organizational structure allows people to collaborate around a shared mission within a legal framework, while operating with higher efficiency, transparency, credibility, scale, resilience, and sustainability. For Bitcoin to become a global monetary network, corporate adoption is not only necessary, but also an inevitable and welcome development trend.
9 minutes ago
Apple and the U.S. Department of Justice launch preliminary settlement negotiations over the antitrust lawsuit.
According to a Bloomberg report citing people familiar with the matter, Apple Inc. and the U.S. Department of Justice (DOJ) are in preliminary settlement negotiations over an antitrust lawsuit filed in 2024 that accuses Apple of violating U.S. antitrust laws. The sources said the two sides are currently in active discussions, though there is no guarantee a final settlement agreement will be reached. As of now, no trial date has been set for the case.
9 minutes ago
Israeli military says US will deploy additional aerial refueling tankers to Israeli air force bases.
According to CCTV News, local time on the 18th, Israeli military sources said the U.S. is set to deploy dozens of additional aerial refueling tankers to Israeli military air bases instead of Tel Aviv’s Ben Gurion International Airport. The Israeli military stated that the move aims to minimize disruptions to civilian air transport. Earlier, Israel’s Ministry of Transport had capped the number of U.S. military tankers stationed at Ben Gurion International Airport at 20 to ease interference with civilian flights during the summer peak travel season. The Israeli military added that the decision to deploy the tankers at Israeli air bases was made by the U.S., and was coordinated with the Israeli military to allow the Israeli Air Force to prepare in advance.
9 minutes ago
Flap founder Cedric purchased the meme coin STOCKCAT (SCAT) issued by the Flap platform on the Robinhood Chain ecosystem.
According to on-chain data, Cedric, founder of Flap, purchased STOCKCAT (SCAT), a meme coin issued by the Flap platform in the Robinhood Chain ecosystem. STOCKCAT (SCAT) is a community-driven meme project built on Robinhood Chain, blending meme stock culture and on-chain asset narratives. BlockBeats warns that meme coins are highly volatile, primarily driven by market sentiment, community hype and narratives, and lack stable fundamental support, urging investors to exercise caution.
9 minutes ago
Solana Mobile kicks off a new round of SKR token claim, offering a maximum of 3,000 SKR tokens.
Solana Mobile has announced the launch of the Seeker Summer Round 1 SKR token claim campaign. Eligible participants can now view and claim their allocated SKR via the Seed Vault Wallet. This round’s SKR allocations are split into three tiers based on participation level: Level 3 users receive 3,000 SKR, Level 2 users get 2,000 SKR, and Level 1 users are allocated 1,000 SKR. Some highly active Level 3 participants will also receive additional bonus allocations. To claim SKR, users can follow these steps: Open their Seeker device, navigate to the Seed Vault Wallet, click on the Activity Tracking page, select “Check Available Allocations” and complete the claim process. The official claim window will remain open for 30 days. After claiming, users can stake their SKR to earn rewards—either by staking directly to Guardians within the Seed Vault Wallet, or via the SKR Staking web portal.
[PRESS RELEASE – San Francisco, CA, July 17th, 2026]
Crowdsourced Hedge Fund Completes Third Open-Market Purchase as Contributor Network and Assets Continue to Grow
Numerai, the decentralized hedge fund powered by crowdsourced machine learning, today announced the completion of a third strategic purchase of Numeraire (NMR), acquiring an additional $1.2 million of the token from the open market. The purchase brings Numerai’s total NMR buybacks to $3.2 million within one year.
The buyback reflects Numerai’s continued investment in the staking system that aligns thousands of independent data scientists toward improving the firm’s Stake-Weighted Meta Model, the machine learning model that powers Numerai’s hedge fund. Contributors stake NMR on their models, earning additional NMR when their predictions perform well on future market data and losing it when they do not. The resulting Stake-Weighted Meta Model continues to outperform Numerai’s internal benchmark models, demonstrating the value of aligning incentives with predictive performance.
Since announcing its first strategic buyback in July 2025, Numerai’s network has expanded significantly. Active accounts have more than doubled over the past year, submissions continue to increase, and the platform has introduced new infrastructure including Numerai Skills, Numerai Model Context Protocol (MCP), and Atomic Blockchain Staking, enabling increasingly autonomous participation by AI systems.
The underlying hedge fund has also continued to grow. According to the company, Numerai now manages approximately $700 million in assets, up from approximately $560 million at the end of 2025.
Numeraire is a fixed-supply Ethereum token capped at 11 million NMR. Because tournament rewards and staking incentives are distributed from Numerai’s treasury, the company is replenishing its holdings through open-market purchases. Before this buyback, approximately 3.1 million NMR remained in Numerai’s treasury.
Unlike the previous two announcements, this buyback had already been completed before today’s announcement. As with prior purchases, the transaction was executed on the open market through Coinbase Institutional at or near the bid price over several weeks to minimize market impact.
Past performance is not indicative of future results. This content does not represent an offer to purchase or sell any security or the interests of any account managed by Numerai GP, LLC or its affiliates. Such an offer may only be made to persons who qualify to invest and in jurisdictions in which such an offer is legal.
About Numerai
Numerai is a San Francisco-based hedge fund and data science platform founded in 2015. Through a global competition and open API, thousands of data scientists submit stock market signals that are aggregated into a single Meta Model used to trade global equities. Numeraire (NMR) is used to stake and reward models that improve the fund. Numerai’s mission is to build the world’s last hedge fund through open, competitive machine intelligence.
Zeta Global Holdings stands out as a true AI-driven software company, effectively monetizing its technology. Q1 2026 results were robust: earnings up 50% YoY, customer count up 19%, EBITDA up 42%, and free cash flow up 48%. The Athena platform launch strengthens ZETA's competitive moat by making its customer-data ecosystem more accessible and actionable for enterprise marketing teams.
Elon Musk's space transportation, satellite internet connectivity, and artificial intelligence (AI) infrastructure company, Space Exploration Technologies (SPCX 5.43%), went public on June 12 with an opening price of $150 that day. In the days that followed, stock quickly rallied to an all-time high of $225.64, resulting in a market capitalization of almost $3 trillion.
However, as of the market close on Thursday, July 16, SpaceX stock was down 45% to just $125 as of mid-afternoon Friday. Although Wall Street is forecasting significant revenue growth for the company, its stock continues to trade at a sky-high valuation, which could lead to further volatility from here.
Should retail investors take this opportunity to buy the dip, or would they be better advised to steer clear?
Image source: The Motley Fool.
SpaceX is chasing $28.5 trillion worth of opportunities Elon Musk founded SpaceX in 2002 with a clear mission to make the human race interplanetary, but in the years since, it has expanded its focus. The company went on to develop the world's first reusable rocket, which dramatically lowered the cost of launching humans and commercial payloads into orbit, and also reduced the downtime between launches.
The Falcon 9 rocket is responsible for most of SpaceX's successful launches to date, but its Falcon Heavy and Starship rockets have much higher payload capacities. This means they can carry more satellites (and eventually humans) into space per trip, further reducing costs. Starship is expected to enter regular service in a couple of years with a payload capacity of 100 tons, whereas Falcon 9 can carry a maximum of 23 tons.
However, launching astronauts and commercial payloads into space is actually SpaceX's least valuable business, with an addressable market of around $370 billion. The company's satellite internet connectivity segment is capturing a slice of a much larger opportunity worth $1.6 trillion. So far, SpaceX has sent over 9,600 of its Starlink satellites into orbit, where they provide wireless broadband internet access to 10.3 million paying customers here on Earth.
The company will start launching its new V3 satellites later this year, which will offer 10 times the bandwidth of its current V2 satellites. This is where Starship will become especially valuable, because it can deploy 60 satellites at a time, whereas Falcon 9 has a maximum capacity of just 27.
Today's Change
(
-5.43
%) $
-7.12
Current Price
$
123.99
But over the long term, SpaceX actually thinks AI infrastructure will be its most valuable opportunity. The company only entered this business in February when it acquired one of Elon Musk's other companies, xAI, which came with data centers like Colossus and Colossus II. Since then, it has signed agreements to rent billions of dollars' worth of its spare computing capacity to AI developers such as Anthropic, Alphabet, and Reflection AI.
In the future, SpaceX wants to launch clusters of satellites containing AI computing servers into space, where they can run on solar energy and won't need complicated cooling systems. This infrastructure would use Starlink for its data transmission needs, so the company already has a massive advantage over any other competitors aiming to operate orbital data centers. Overall, SpaceX values its total addressable market opportunity in AI at $26.5 trillion.
Investors are still paying a huge premium for SpaceX stock SpaceX generated $18.7 billion in total revenue during 2025, which was up 33% from 2024. The internet connectivity business brought in $11.4 billion, while the space segment generated $4.1 billion, and AI infrastructure delivered $3.2 billion. But that order looks set to change in 2026 and beyond, because of the value of its recent cloud computing deals.
SpaceX has agreed to lease up to $1.25 billion worth of data center capacity per month to Anthropic, plus another $920 million worth of capacity per month to Alphabet, and $150 million per month to Reflection AI. These deals could amount to tens of billions of dollars in annual revenue over the next few years.
As a result, Wall Street analysts think SpaceX could more than double its total revenue to $39.2 billion in 2026, and then grow it to $72.7 billion in 2027.
That growth potential explains why some investors are willing to pay a hefty premium for SpaceX stock, which currently trades at a price-to-sales (P/S) ratio of 88. That is 14 times the 6.3 P/S ratio of the tech-heavy Nasdaq-100 index, suggesting SpaceX is heavily overvalued compared to its big-tech peers.
Even if we value SpaceX based on its potential 2027 revenue, its forward P/S ratio is still 23.4, which is nearly 4 times higher than where the Nasdaq-100 trades today. And the company is not yet profitable.
Therefore, even after its 45% decline from its peak and its 17% drop from its first-day opening price, SpaceX stock is far from cheap. In fact, I think its lofty valuation leaves it exposed to even more downside potential, so I personally won't be buying this dip.
CEO Mark Zuckerberg is focused on turning Meta Platforms (META 2.79%) into a leader in artificial intelligence (AI). An internal memo revealed plans to move Iris, its custom data center AI chip, into production in September, and to double the company's data center capacity to 14 gigawatts in 2027.
This is significant for investors because Meta's stock is not currently valued like an AI leader. It trades at a forward price-to-earnings multiple of 21, a discount compared with most of the other "Magnificent Seven" stocks, which largely trade at multiples of around 25 or higher. If Meta succeeds at turning its heavy capital spending into more profitable growth, the market could re-rate the stock to a level more in line with its peers.
Image source: The Motley Fool.
Zuckerberg sees a strategic advantage Earlier this year, Meta CFO Susan Li acknowledged that data center capacity planned 12 to 36 months ago is no longer sufficient. New data center construction requires a multiyear lead time, even as the demand for AI processing power continues to grow. This is creating a bottleneck in the technology's growth.
For Meta, resolving that issue is particularly important. Its social media platforms have over 3.5 billion daily active users, but AI is now a central part of how it monetizes them. The company is leaning heavily on AI to fine-tune its advertising business, which generates the bulk of the company's revenue.
"One of the primary goals of our Meta Compute initiative is to lead the industry in efficiency of building compute, and we expect that will be a strategic advantage over time," Zuckerberg said during the company's first-quarter earnings call.
Meta partnered with Broadcom to design its custom Iris chip, which will be manufactured by Taiwan Semiconductor Manufacturing. This application-specific integrated circuit (ASIC) will ultimately help Meta to lower its AI computing costs and tailor its compute resources to its own use cases, including improving recommendation systems and advertising performance across its social media apps. AI has already had a massive impact on Meta's financials, helping drive revenue up 33% year over year in the first quarter.
What this means for the stock The stock has underperformed year to date, reflecting Wall Street's skepticism about Meta's ability to deliver a satisfactory return on investment from its heavy capital spending. The company has said it plans to spend up to $145 billion on capital expenditures this year. Those outlays will put pressure on its near-term earnings. The Motley Fool's research shows that the top four hyperscalers -- Meta, Microsoft, Amazon, and Alphabet -- plan to spend between $600 billion and $700 billion on capex in 2026.
Today's Change
(
-2.79
%) $
-18.53
Current Price
$
646.01
Still, Meta has already seen significant improvement in its ad performance with AI. Investors should expect further investment in custom chips and additional compute capacity to yield even greater returns over time.
These investments are not just about boosting ad performance. It's also laying the groundwork for new products, including AI agents for personal and business use.
Meta has the highest gross margin of any Magnificent Seven company. Its $124 billion in trailing cash flow from operations is a strategic advantage, helping fund its AI initiatives. This reflects the profitability of its ad business and explains why the stock should be re-rated to a higher valuation.
John Ballard has positions in Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Broadcom, Meta Platforms, Microsoft, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
Tesla (TSLA 2.47%) investors already know the headline numbers for the second quarter. The electric vehicle and energy company said earlier this month that it delivered 480,126 vehicles during the period, up about 25% year over year and more than it has delivered in any second quarter in its history. It also deployed 13.5 gigawatt-hours (GWh) of energy storage products, up about 41% from the year-ago period.
What investors don't know yet is what those record deliveries did to Tesla's profitability. That answer arrives on Wednesday, July 22, when the company posts its second-quarter results after market close, followed by a live management webcast at 5:30 p.m. ET.
With the stock closing Wednesday at $394.46, down about 12% year to date, Tesla commands a market capitalization of about $1.5 trillion and trades at about 360 times earnings. Investors paying that kind of premium aren't buying delivery counts. They need evidence that Tesla can turn all this volume into profit.
That's why I think one line in next week's report matters more than any other: automotive gross margin excluding regulatory credit sales.
Tesla Cybercab. Image source: Tesla.
A four-quarter streak Tesla's core profitability has quietly improved for a full year now. The company's automotive gross margin excluding regulatory credits was 12.5% in the first quarter of 2025. It climbed to 15% in the second quarter, 15.4% in the third, 17.9% in the fourth, and 19.2% in the first quarter of 2026.
That's four consecutive quarters of expansion.
This metric is worth attention because it strips out regulatory credits, the emissions credits Tesla sells to other automakers. That revenue is nearly pure profit, but it says nothing about the economics of building cars. And its contribution is shrinking anyway -- credits added 3.7 percentage points to Tesla's automotive gross margin in the first quarter of 2025, but just 1.9 points a year later.
However, there is a caveat in the streak. Tesla said its first-quarter results included one-time benefits related to warranty adjustments and tariffs, which helped both its automotive margin and its 4.2% operating margin.
So the July 22 report has to do two things at once. It has to show that the margin held up near 19% on record volume, and it has to show that Tesla managed this without one-time help.
If the margin excluding credits holds in the high teens, the bull case gets simpler. It would mean Tesla just posted its best second quarter of deliveries ever while preserving the pricing gains and cost work of the past year.
If the number steps back toward the mid-teens, the record quarter looks bought (volume achieved through discounts), and the profit story supporting a $1.5 trillion valuation arguably gets much harder to tell.
Today's Change
(
-2.47
%) $
-9.66
Current Price
$
381.41
What about robotaxi and energy? Plenty of investors will listen for other things on the call, and reasonably so.
Tesla's energy business deployed 13.5 GWh of storage in the quarter, its second-biggest quarter ever behind the 14.2 GWh it deployed in the fourth quarter of 2025. The segment carried a gross margin of nearly 40% in the first quarter, making it a meaningful profit contributor. Still, energy revenue actually declined 12% year over year in Q1, so deployments alone don't guarantee segment growth.
Then there's autonomy. Tesla ended the first quarter with 1.28 million active Full Self-Driving (Supervised) subscriptions, up 51% year over year, and it launched unsupervised robotaxi rides in Dallas and Houston in April. A subscription base growing that fast is exactly the kind of high-margin revenue the valuation needs more of, so any update on robotaxi expansion or software take rates could move the stock, too.
But those initiatives are still mostly about 2027 and beyond. The margin line shows whether today's business, the one funding all of those bets, is getting more profitable or less as it scales. At 360 times earnings, Tesla doesn't have the luxury of letting profitability drift while investors wait for autonomy.
So when the report lands on July 22, the delivery recap won't be the news -- investors already have it. The number worth finding is the automotive gross margin excluding regulatory credits. If the streak extends to five quarters without one-time help, record deliveries and improving profitability would make a powerful combination. If it doesn't, investors may opt to treat the record quarter far less kindly.
Amazon is accelerating into strong double-digit revenue growth, with Q2 2026 expectations at 16.8% year-on-year and robust AWS momentum. CapEx is now overwhelmingly dedicated to AWS and generative AI, with TTM CapEx at $151 billion and a target to exceed $200 billion by FY 2026. AWS and AI revenue growth are directly linked to CapEx, supporting a bullish thesis for 40–45% AWS revenue growth over the next several quarters.
Nvidia (NVDA 1.97%) has become one of the key winners of this artificial intelligence (AI) revolution -- this is thanks to the company's early entry into the market with the fastest chips around and its focus on innovation. Nvidia makes graphics processing units (GPUs), the chips that power essential AI tasks like the training and inference of models. All of this has led to enormous levels of earnings growth for the company and a stock price that's soared more than 300% over three years.
Considering Nvidia's leading position in this high-growth market, you may expect it to be one of the most expensive AI stocks out there -- even after recent declines in the sector. But the company is actually among the cheapest. Has Nvidia become a value stock? Let's find out.
Image source: Nvidia.
Nvidia's 30-year story First, let's catch up on the Nvidia story so far. This tech giant has been around for more than 30 years, and in its earlier days, it primarily served the video game industry with its powerful GPUs. But Nvidia later broadened the use of these chips and, in more recent years, recognized their potential in the field of AI. The company made this technology the focus, and it's clearly won that bet.
Nvidia's revenue and profit have soared in the double- and triple-digits, reaching record levels. In the latest quarter, the chip giant reported sales of more than $81 billion and net income of $58 billion. And Nvidia has maintained a gross margin of more than 70% quarter after quarter.
The company hasn't just sold chips, though, and instead has built out its presence to include complete systems and related products and services. And Nvidia has even developed platforms for specific industries, such as healthcare and automotive, so that they can easily apply AI to their needs. So Nvidia isn't just a chip designer but instead the creator of an AI empire.
Today's Change
(
-1.97
%) $
-4.09
Current Price
$
203.31
Nvidia's valuation vs peers Considering all of this, even during the recent AI stock pullback, you might expect Nvidia to remain pricier than its peers. But this isn't the case. Here's a look at Nvidia's price in relation to forward earnings estimates, along with the valuations of two major peers, Advanced Micro Devices and Broadcom.
NVDA PE Ratio (Forward) data by YCharts
As we can see, Nvidia trades at a significant discount. A look at Nvidia's valuation in relation to its fellow "Magnificent Seven" players paints a similar picture. Nvidia is among the cheapest.
NVDA PE Ratio (Forward) data by YCharts
At these levels, could Nvidia even be considered a value stock? As of January of this year, value stocks and growth stocks had forward price-to-earnings ratios of more than 17 and 29, respectively, according to Siblis Research. This is based on the Russell 1000 growth and value indexes. Nvidia, at 23, finds itself between the two.
In such a situation, Nvidia could appeal to both growth and value investors. The company has a long-established track record of growth and a solid competitive position, and considering this, it looks undervalued. This makes it a nice fit for the value investing style. Nvidia's dominance in AI and the idea that the AI boom may still be in its early stages suggest that significant growth opportunities lie ahead -- and from today's price level, Nvidia stock could skyrocket on future good news. This makes the stock a good choice for growth investors.
Only very cautious investors may hesitate to buy Nvidia stock as the tech industry does involve risk -- and in recent times, worries about massive AI spending levels have weighed on these players. If this continues, AI stocks could traverse a difficult period. And even though long-term prospects remain bright, Nvidia and peers may not be the best choices for cautious investors.
For most other investors, though, Nvidia today offers value and growth, making it an excellent stock to buy and hold as the AI story continues to develop over the long haul.
Adria Cimino has positions in Amazon and Tesla. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Broadcom, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has a disclosure policy.
Nvidia CEO Jensen Huang recently scored a big win in Japan: His company will help that country fulfill its desire to build its own artificial intelligence (AI) infrastructure.
It was announced this past week that Japan will purchase 27,500 Nvidia chips for a computing hub that is expected to launch in 2028. The AI infrastructure will support the development of blending AI with robotics, enabling machines to interact with the world around them.
"Japan cannot outsource its national intelligence," the Nvidia CEO said during an event in Tokyo. "Japan must own, improve, secure, and deploy Japan AI."
For retail investors interested in potentially benefiting from the opportunities in what could be the next wave of AI in Japan, the Global X Robotics and Artificial Intelligence ETF (BOTZ 3.18%) stands out.
Nvidia CEO Jensen Huang. Image source: Nvidia.
Japan's AI sector is taking shape It's relatively small now, but Fortune Business Insights forecasts that the size of Japan's AI market will grow from $15.6 billion in 2025 to $123.9 billion by 2032. And while investing in international companies directly can be logistically difficult for U.S. investors, BOTZ holds stakes in several Japanese companies.
The largest holding within the entire ETF is Japanese company Keyence, which accounts for 9.6% of its net assets. Keyence manufactures sensors and machine vision systems, among other products, for automation. Its products can identify objects and recognize defects, helping assembly lines operate quickly and efficiently.
There are three other Japanese companies within the Global X Robotics and Artificial Intelligence ETF's top 10 holdings. Fanuc focuses on industrial automation and robotics, and has had more than 1 million of its robots installed worldwide. SMC and Daifuku are both involved in automation and robotics.
Today's Change
(
-3.18
%) $
-1.13
Current Price
$
34.40
Positioned for long-term gains Compared to other AI-related ETFs, such as the Global X Artificial Intelligence and Technology ETF (AIQ 1.03%), BOTZ's performance has been mediocre. As of this writing, AIQ is up 35% over the last 12 months, while BOTZ is up just a little bit more than 9%.
If the next stage of AI does heavily involve blending it with robotics, however, and if Japan invests intensively enough to become an AI leader, BOTZ could become an outperformer in the years ahead.
Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Fanuc. The Motley Fool has a disclosure policy.
A classic supply-side problem currently entangles the global oil market. The protracted conflict in Eastern Europe and the volatile, seesawing geopolitical tensions in the Middle East have squeezed global crude oil supply. Crude oil prices have been at elevated levels since February, and experts conclude that this geopolitical premium isn’t just a headline driver anymore — it’s a fundamental regime shift.
However, savvy investors will position themselves to take advantage of the unfolding situation. One of the best ways to make money is to recognize that oil companies generate significant free cash flow. In fact, investing in some of the best-known dividend-paying names in the oil and gas industry is not only an inflation hedge but also a potential path to wealth-generating opportunities.
Image source: Getty Images.
Why quality matters more than oil pricesThe best players capable of navigating this environment are high-quality operators with diversified operations around the globe, with low breakeven costs, deep inventory reserves, and, most importantly, a proven commitment to return capital to shareholders. Investing in the stocks of such businesses means they are effective inflation and fuel price hedges, as they transform rising oil prices into capital appreciation and growing cash distributions.
If you are patient enough to hold on to your investment over the next few years when this new regime of elevated crude oil prices and rising inflation plays out, here are the two most attractive energy stocks to hold right now.
Compounding wealth through growing dividends and buybacksIn an uncertain geopolitical environment, ExxonMobil’s (XOM +0.97%) high-quality, cash-generative business offers both income generation and inflation protection. Essentially, the integrated oil company is an extremely disciplined allocator of capital, regardless of the projects it undertakes, meaning it has a deep inventory of structurally lower-cost, high-return projects.
Importantly, its shareholder-friendly policy means the company has increased dividends for 43 years, at an average annual rate of 5.8%. Additionally, the company is expected to complete $20 billion in share buybacks this year. Combined, shareholder distributions for 2026 at $37.2 billion are the second highest among S&P 500 companies. That alone is sufficient to hold this stock amid uncertainty.
Although historical performance is no guarantee of future outcomes, the stock has outperformed the S&P 500 and Nasdaq-100 over the past five years, both in absolute terms and after reinvesting dividends.
Today's Change
(
0.97
%) $
1.41
Current Price
$
147.36
Why ExxonMobil keeps winning across market cyclesIt's not surprising ExxonMobil is a compounding wealth machine, especially during periods of macroeconomic uncertainty.
One of ExxonMobil’s biggest advantages is the sheer diversity of its energy franchise. Often seen as a boring and outdated industry, the beauty of the integrated business model shines through in adverse macroeconomic conditions.
By holding both "upstream" and "downstream" energy operations under a single umbrella, ExxonMobil protects its balance sheet by ensuring that when one part of the value chain encounters difficulties, the other frequently captures significant profits.
The low-cost engine driving future growthDuring periods of high oil prices, Exxon's advantage in having among the industry's lowest breakeven costs becomes clear. Last year, management announced a goal to lower overall breakeven costs to $35 per barrel by 2027 and to $30 by 2030.
The company’s massive Yellowtail oilfield off the coast of Guyana has breakeven costs as low as $25 per barrel, which is far below the global average and roughly half the onshore breakeven costs of the average U.S. shale play.
Onshore, ExxonMobil’s $60 billion acquisition of Pioneer Resources in 2023 ensured the company doubled its footprint in the Permian Basin, which accounts for nearly 40% of U.S. shale oil production, thanks to its “stacked geology” formation where overlapping oil-rich layers stack up vertically for thousands of feet. The result is an inventory acreage with the lowest breakeven costs among shale plays.
Today's Change
(
1.92
%) $
3.52
Current Price
$
187.38
A high-yield dividend play for reliable passive wealth creationAnother integrated oil company, Chevron, (CVX +1.92%) too, built its reputation through its decades-long commitment to rewarding shareholders. The stock’s dividend yield of 3.75% is higher than ExxonMobil’s.
So if you’re looking to prioritize immediate dividend payments over longer-term capital appreciation, then Chevron’s dividend should appeal to you.
Like its larger counterpart, Chevron also focuses on low-cost projects around the world, and its pending acquisition of Hess underscores its focus on obtaining low-cost assets, notably the same ultra-low-cost Yellowtail offshore oilfield off Guyana.
With similar return profiles over the years, Chevron has a more aggressive dividend payout policy than ExxonMobil, resulting in lower free cash flow. Still, the company maintains a fortress balance sheet and has paid out dividends for 39 years. Over the last five years, the stock has outperformed the S&P 500 as the company moved away from pursuing multiple expensive projects simultaneously.
XOM Return on Capital Employed data by YCharts
For years, Chevron invested billions of dollars into the Tengiz expansion in Kazakhstan and deepwater projects in the Gulf of Mexico. Now it’s reaping the benefits. Like ExxonMobil, Chevron remains an excellent long-term pick and a hedge against rising crude oil prices.
If you are looking for a larger dividend check, Chevron is a good fit for you. If, however, you are not too bothered about receiving a higher dividend and instead look for capital appreciation over the longer term, then ExxonMobil fits the bill.
Palantir (PLTR 1.40%) shareholders have had a rough past year. Since setting a new all-time high last October, the stock has marched straight down and is off around 35% from that high. This weakness comes despite reporting incredible results, including an 85% growth rate last quarter.
Palantir is blowing past all expectations and looks unstoppable from a business standpoint. But is it a safe stock to buy in the second half of 2026?
I don't think so, and it's not because of anything the business is doing, either; it's a rock-star business. It has to do with one factor: the difference between a great stock and a terrible one.
Image source: The Motley Fool.
Palantir's valuation is still out of control despite its sell-off Even the best companies bought at the wrong price can turn out to be terrible investments. I think that perfectly sums up a Palantir investment right now, as it's just too highly priced to make any money from it.
As a business, Palantir is crushing it, and the company has signed several major clients to use its artificial intelligence (AI)-powered data analytics software to drive efficiencies in businesses and automate workflows. This has led to strong growth, and with 80% growth expected next quarter (Wall Street analysts have historically underprojected Palantir's actual growth rate), it's still doing just fine.
The issue here isn't the business; it's the stock. Over the past few years, Palantir's stock has run up to unreasonable valuations, and it now trades at around 90 times forward earnings.
PLTR PE Ratio (Forward) data by YCharts. PE Ratio = price-to-earnings ratio.
While some may point out that it's cheaper than it was, it's still nowhere near other AI firms growing at similar rates and valued at 20 to 30 times forward earnings. The problem is what this valuation conveys.
Let's say Palantir deserves to trade at a long-term forward earnings multiple of 30. That means Palantir must triple its revenue after 2026's growth has already occurred. Next year, Wall Street analysts project 45% revenue growth. If that growth rate translates directly to an earnings growth rate, it will take three years for Palantir's earnings to triple.
Today's Change
(
-1.40
%) $
-1.89
Current Price
$
132.56
So, it's safe to say that Palantir has all the growth through 2029 priced into the stock already. There's a lot that can happen between now and then, and other stocks could deliver incredibly strong returns during the same time frame, making the opportunity cost of investment in Palantir far too high. As a result, I think investors should look elsewhere for AI stocks, as Palantir may be a solid business, but its stock is just too expensive right now.
Space Exploration Technologies (SPCX 5.41%) and Micron Technologies (MU +0.04%) are two of the most popular stocks on the market, but CFRA analysts think they are headed in opposite directions.
Keith Snyder at CFRA has a sell rating on SpaceX. His target price of $115 per share implies 12% downside from its current share price of $131. Angelo Zino at CFRA has a buy rating on Micron. His target price of $1,500 per share implies 76% upside from its current share price of $853. Here's what investors should know about these popular stocks.
Image source: The Motley Fool.
SpaceX: 12% downside implied by CFRA's target price SpaceX dominates the global space industry. The company accounted for more than 80% of spacecraft launches last year, and it has fired more satellites into orbit than the rest of the world combined. SpaceX's competitive advantage lies in reusable rockets. Its Falcon 9 rocket cut launch costs by 85% compared to the historical average, and its next-generation Starship will reduce costs by 99%.
"Central to our cost advantage is the reusability of key hardware -- most notably boosters -- which we recover, refurbish, and refly many times instead of discarding after single use," SpaceX explained in its Form S-1. "This dramatically lowers per-launch costs by minimizing hardware replacement expenses and spreading fixed production costs across repeated uses."
SpaceX has leaned on its ability to launch rockets quickly and efficiently to build Starlink, the largest space-based internet service. Starlink has more than 10,000 satellites in orbit, and it serves 12 million subscribers. Recently, the company set its sights on mobile connectivity, where it may challenge AT&T and Verizon. Tim Horan at Oppenheimer writes, "SpaceX will disrupt the $1.6 trillion communications industry."
SpaceX's first-quarter financial results were unimpressive. Revenue increased 15% to $4.6 billion. Sales in the connectivity segment (i.e., Starlink) grew quickly, but that was offset by weaker sales growth in the artificial intelligence segment and a sales decline in the space segment. The company also reported a net loss of $4.2 billion, much worse than its $528 million loss in the previous year.
However, SpaceX's revenue growth should accelerate in the coming quarters, particularly in the AI segment. The company recently signed cloud services agreements with Anthropic and Alphabet's Google, which will rent AI infrastructure for monthly fees of $1.25 billion and $920 million, respectively.
The problem is valuation. SpaceX trades at 88 times sales. That makes it more expensive than every other stock in the S&P 500 (^GSPC 1.01%) and Nasdaq-100, which leaves plenty of room for downside.
I think patient investors can buy a small position today, but the keyword is small. Despite trading below its IPO price of $135 per share, the stock is still risky.
Today's Change
(
0.04
%) $
0.37
Current Price
$
853.57
Micron Technology: 76% upside implied by CFRA's target price Micron develops memory and storage solutions across four end markets: automotive, data center, cloud, and mobile. The company manufactures DRAM products, including high-bandwidth memory (HBM), which serves as working memory for artificial intelligence tasks. Micron also builds NAND flash products, which serve as long-term storage for training data and models.
In terms of market share, Micron trails the industry leaders Samsung and SK Hynix in DRAM and NAND. But the company is still growing quickly because demand for memory far exceeds supply. In fact, the supply shortage is so severe that DRAM and NAND prices have increased about 90% and 110%, respectively, in the past year.
Micron's third-quarter fiscal 2026 (ended in May) financial results trounced Wall Street's estimates. Revenue increased 345% to $41.4 billion due to particularly strong growth in the data center segment, which serves non-hyperscalers. Meanwhile, non-GAAP (generally accepted accounting principles) net income surged 1,215% to $25.11 per diluted share.
CEO Sanjay Mehrotra delivered great news during the conference call. Micron has now signed 16 long-term supply agreements (i.e., three to five years) that offer some downside protection in a historically cyclical industry. Those deals generally include minimum pricing terms and binding commitments to purchase specific volumes.
So what? The memory chip industry has traditionally run on boom-and-bust cycles. Periods of robust demand (and price hikes) have generally preceded periods of weak demand (and price cuts). That led to substantial volatility.
For instance, Micron's sales fell 50% in fiscal 2023. But multiyear supply agreements should limit downside during the next industry downturn.
Micron currently trades at 10.7 times sales, a big premium to the five-year average of 4.7 times sales. But that valuation is quite reasonable, perhaps even cheap, for a company whose sales are forecast to grow at 115% annually through fiscal 2027 (ends in August). Micron stock is currently 30% below its high, and investors should consider buying the dip.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM 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.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
The quiet reversal is the one that often gets ignored until it isn’t. After a grinding multi-month stretch of outflows that bled through May and June, Bitcoin ETFs have flipped back to positive territory, registering $264.4 million in net inflows over the past two weeks as BTC reclaimed the $64,000 level. The Santiment update shows the demand shift is not just a headline number—it’s spread across multiple issuers, making the turnaround harder to dismiss as a one-off event.
The post-outflow tape had been defined by apathy. Daily redemptions chipped away at assets, and the narrative that ETF demand had peaked in March was cementing into conventional wisdom. That assumption now looks premature. The two-week figure includes some of the largest single-day flows since early summer, and the fund-level breakdown points to buyers easing back in rather than front-running.
A Two-Week Turnaround Led by Major Issuers Fidelity’s FBTC did the heaviest lifting early on, drawing roughly $166 million as July’s reversal began. ARKB added about $91.8 million, and BlackRock’s IBIT later stepped in with a $138.9 million day that anchored a $181.1 million total Bitcoin ETF inflow session. The distribution matters: when massive flows concentrate in a single fund, the market often treats it as tactical positioning. A spread across Fidelity, ARK, and BlackRock suggests broader re-engagement, not a single mandate.
The multi-fund pattern also weakens the argument that these inflows are merely mechanical—say, rebalancing or basis trades. While basis trade flows can still be part of the mix, genuine spot demand appears to be returning alongside a more forgiving macro backdrop. The timing is consistent with traders who had been waiting on the sidelines for inflation signals to clear.
Macro Tailwinds and Policy Hopes The macro picture provided the spark. Encouraging CPI data softened rate expectations and renewed traders’ risk appetite, while the Fed’s tone cemented a faint but real pivot narrative. On the policy side, a sense of incremental optimism around Washington’s approach to crypto added another reason for sidelined capital to move. Banks are trying to kill the biggest crypto bill in US history four days before the Senate vote, and that fight itself has forced a conversation about what a clearer regulatory framework could look like—whether or not the bill passes immediately.
What remains uncertain is whether this flow trend can persist beyond a short macro window. A single CPI print and a softer Fed do not guarantee sustained buying, and Bitcoin’s price still needs to clear proven resistance zones for conviction to solidify. The ETF market has shown it can generate large daily inflows that vanish just as quickly when risk sentiment sours. The next critical test is weekly fund flow data throughout the rest of July: if the positive streak extends, the narrative could shift from “dead cat bounce” to a genuine demand recovery.
For now, the data point is tangible: Bitcoin ETF flows are positive, the selling pressure that defined the spring has paused, and the buyers are not concentrated in one vehicle. That alone is enough to force a reassessment of the institutional demand story.
AUTHOR
Mysterious crypto writer with expertise in blockchain, offering deep insights that captivate and intrigue readers. With a unique ability to uncover hidden insights and trends, Samuel delivers in-depth analysis and thought-provoking content that keeps readers on the edge of their seats. His writing style is engaging and informative, blending technical knowledge with a sense of intrigue, making complex crypto topics accessible to both newcomers and seasoned industry professionals. Samuel’s work continues to capture the attention of the crypto community, solidifying his reputation as a trusted voice in the space.
The Japanese Yen has struggled to build on recent gains despite expectations for further Bank of Japan policy tightening, but MUFG believes investors are overlooking a structural shift that could provide significant long-term support for the currency.
The US Dollar to Japanese Yen exchange rate (USD/JPY) traded close to recent cyclical highs on Friday, with the Yen remaining under pressure from higher oil prices and resilient US economic data.
Latest — Exchange Rates:
Dollar to Yen (USD/JPY): 162.4012 (+0.01%)
Euro to Dollar (EUR/USD): 1.143775 (-0.06%)
Pound to Dollar (GBP/USD): 1.345377 (-0.17%)
MUFG argues that the Yen's recent weakness masks an important structural change in Japanese investment behaviour, as the Government Pension Investment Fund (GPIF) and other institutional investors steadily increase allocations to domestic assets.
"We would still argue that it marks a notable turning point from the Abenomics era."
The bank believes Japan is gradually reversing the policies introduced more than a decade ago, when pension funds were encouraged to reduce domestic bond holdings in favour of overseas and riskier assets.
"There is though some evidence that flows have already started to shift."
MUFG highlights a sustained increase in purchases of Japanese government bonds by trust banks since 2021, noting that the GPIF's domestic bond allocation has already risen from 23.9% at the end of fiscal 2019 to 26.9% today.
If allocations eventually move towards 31%, MUFG estimates that could generate around ¥12 trillion of additional demand for Japanese government bonds, even before allowing for future growth in the pension fund.
Near-Term Japanese Yen Forecast: BoJ Rate Hike Could Accelerate the Trend MUFG believes the Bank of Japan now has an opportunity to reinforce this shift towards domestic investment.
"The BoJ now needs to show it is not constrained by the government."
With household inflation expectations at their highest level since 2006, the bank argues that a September interest rate increase would strengthen confidence that policymakers remain committed to normalising monetary policy.
"Hiking in September would be the best way to do that and would go some way to helping turn the yen stronger."
While geopolitical tensions in the Middle East and higher oil prices continue to support the US Dollar in the near term, MUFG believes Japan's evolving pension investment strategy represents a significant longer-term positive for the Yen that markets have yet to fully price in.
Warren Buffett has a new plan to dispose of all his Berkshire Hathaway (BRKA 0.18%) (BRKB 0.45%) shares. The legendary investor and former CEO of Berkshire owns about 188,000 Class A shares of the conglomerate he built over five decades, as well as more than 1,100 Class B shares. Those shares mean Buffett's net worth is approximately $150 billion, making him one of the world's wealthiest individuals.
Image source: Getty Images.
In 2006, Buffett pledged to gradually give away all his Berkshire stock to philanthropic foundations. This week, he announced a plan to accelerate that process and also changed the recipients of all that wealth, saying in a Berkshire news release dated July 14, "My goal is to dispose of all of my Berkshire shares within about eight years."
Today's Change
(
-0.45
%) $
-2.21
Current Price
$
490.91
Buffett said his remaining shares will be donated to four foundations, three of which are run by his children and one dedicated to his late wife, Susan Thompson Buffett.
In addition, Buffett is skipping his annual donation to the Gates Foundation. According to reports in The Wall Street Journal, the change to that charity is due to Microsoft founder Bill Gates' interactions with the disgraced late financier Jeffrey Epstein. Buffett is awaiting the Gates Foundation's review of its past interactions with Epstein before he resumes any additional gifts to the charity.
Matthew Benjamin has positions in Berkshire Hathaway and Microsoft. The Motley Fool has positions in and recommends Berkshire Hathaway and Microsoft. The Motley Fool has a disclosure policy.
Sandisk (SNDK 3.99%) is the S&P 500's (^GSPC 1.01%) best-performing stock so far this year. It's up 580%, easily outpacing the next-best performers, which are up by just over 200%. After a rally like that, it would be pretty easy to assume that you've missed the boat on Sandisk.
However, if you're looking for smart chip stocks to add to your portfolio amid the AI build-out, a few still look like great buys, including Micron Technology (MU +0.04%) and Nvidia (NVDA 1.97%). But perhaps surprisingly, so does Sandisk.
In my view, the market is currently discounting all three of these tech companies.
Image source: Getty Images.
Sandisk and Micron Just because a stock has run up a ton doesn't mean it can't go higher. That's the case with both Micron and Sandisk. Both stocks have been stellar performers so far in 2026, but I don't think they're done quite yet. The business outlook for each of these companies is strong, and that type of real growth is what's necessary to propel them to new heights.
Today's Change
(
-3.99
%) $
-56.26
Current Price
$
1,354.82
Micron and Sandisk produce memory chips for computing applications: Micron makes NAND and DRAM memory, while Sandisk specializes in NAND. NAND memory is used for long-term data storage (like in solid-state drives) while DRAM provides high-speed memory of the type that is commonly used alongside a computing unit for rapid information access. Both types of memory are vital in data centers, and with data center growth soaring, both Sandisk and Micron stand to benefit.
However, there isn't enough production capacity in the entire memory chip industry to satisfy current demand, and the resulting shortages have caused their prices to skyrocket. This won't be remedied anytime soon, as it takes years to build new chip foundries. Micron's management has forecast that the memory market will remain tight beyond 2027. That bodes well for both of these stocks over at least the next year and a half, and based on their cheap price-to-earnings valuations, they look like solid investments now.
SNDK PE Ratio (Forward) data by YCharts.
While both Micron and Sandisk are well off their all-time highs, the memory chip supply crunch isn't going away anytime soon. That will allow each company to extend its incredible growth over a longer time frame, benefiting shareholders big-time.
Nvidia Nvidia has been a top option to invest in throughout the AI arms race, but the stock's performance has been less inspiring so far in 2026. However, that doesn't mean that the company isn't doing great. In fact, business is booming. Revenue was up 85% last quarter, and next quarter, Wall Street expects nearly 100% revenue growth. That's pretty good for a company that's already the world's largest by market cap. With the AI data center build-out expected to ramp up further next year, Nvidia is sitting in a perfect spot to take advantage of a global opportunity.
Given Nvidia's successful track record and its growth rates, investors might expect the stock to be trading for 30 to 40 times forward earnings -- the range in which it has traded during the back half of the year over the past few years. However, today, Nvidia trades at just 23.7 times forward earnings.
NVDA PE Ratio (Forward) data by YCharts.
At that level, the market isn't pricing in any of the company's expected success in 2027, despite Wall Street analysts guiding for 42% revenue growth that year. That makes Nvidia a perfect stock to scoop up now before the market catches on to its undervaluation. I think it could soar later this year when the hyperscalers announce their capital expenditure plans for 2027.
Everyone deals with some form of temptation. Even companies with energy and mining outfits are prime examples, so with oil prices high today, mostly due to the war in Iran, it's a good time to discuss corporate temptation as it relates to energy stocks, including Occidental Petroleum (OXY +2.25%).
When it reported first-quarter results in May, Occidental told investors it expects capital spending to decline by $550 million this year compared with 2025, targeting total spending of $5.5 billion to $5.9 billion. But with oil prices alluringly high, it may appear that Occidental and other oil companies may be incentivized to boost output.
Occidental Petroleum shouldn't run to boost production because oil prices are high. Image source: Getty Images.
Consider high oil prices as a form of temptation. Producers see those elevated prices and the knee-jerk response may be a rush to capitalize, but that's not always the smart play. Sometimes, erring on the side of caution is the better course of action. Let's get into why Occidental should not rush to accelerate production simply because crude prices are high.
Avoiding oil's Garden of Eden With oil prices up over 30% so far this year at this writing, it may be tempting for producers to rush to increase output, but the smart companies know that as quickly as the oil market gives, it can take away. For example, oil prices dipped dramatically in the last month before spiking again.
The point is that Occidental and its peers may decide to boost output today, but by the time they bring a significant new product to market, prices could be significantly lower than what they were banking on. That's one of the risks investors must account for when investing in oil stocks.
Speaking of volatility, that's an apt way of describing the current state of affairs between the U.S. and Iran. The aforementioned tumble in crude prices came in large part due to the two sides hammering out details of a peace accord, but last week, President Donald Trump said the deal is "over," and prices moved up again.
Today's Change
(
2.25
%) $
1.21
Current Price
$
54.86
Looked at differently, there's no denying the war in Iran is affecting oil prices. However, there's also no getting around the fact that geopolitical situations can turn on a dime, potentially punishing any oil company that rushes to lift production.
No need to burn goodwill Shares of Occidental are up 30% year to date, and that gain isn't just about Iran. There are company-specific factors at play. For example, the $9.5 billion sale of the OxyChem business to Berkshire Hathaway wrapped up in January, paving the way for the company to prepay $6.7 billion in debt and eliminate $550 million in annual interest expenses. That implies some investors are giving Occidental credit for its balance sheet-firming efforts.
It'd be prudent for the company not to burn that goodwill, as the stock remains undervalued relative to peers, perhaps signaling that the broader investment community is overlooking the improving balance sheet health and strong asset quality. Getting investors to see those lights could be challenging if Occidental suddenly increases production.
It doesn't need to. If Evercore ISI is right, Occidental is on a path to grow free cash flow by 8% annually through 2030, with WTI prices at $75 per barrel, and possibly restart share repurchases in two years. Best of all, those outlooks aren't based on output moving materially higher in the near term.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Rumors surfaced suggesting Lucid (LCID +13.93%) was considering bankruptcy, but the company refuted those claims.
*Stock prices used were the afternoon prices of July 14, 2026. The video was published on July 16, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
NEW YORK, July 17, 2026 (GLOBE NEWSWIRE) -- The Nasdaq Stock Market (Nasdaq: NDAQ) announced today that it has notified MaxsMaking Inc. (Nasdaq: MAMK) that its securities will be delisted from the Nasdaq Stock Market LLC on July 28, 2026, unless the company appeals to a Listing Qualifications Hearings Panel. The securities will remain halted, and unavailable to trade, until any appeal is resolved. Following removal from Nasdaq the securities may be eligible for trading in the over-the-counter market.
Following a temporary trading suspension in the Company’s securities by the U.S. Securities and Exchange Commission (https://www.sec.gov/files/litigation/suspensions/2025/34-104180.pdf) Nasdaq halted trading in the Company’s ordinary shares on December 2, 2025. Nasdaq has now determined that it is appropriate to use its authority under IM-5101-4 to delist the Company’s securities from Nasdaq.
For news and additional information about the company, please review the companies’ public filings or contact the company directly.
For more information about The Nasdaq Stock Market, visit the Nasdaq Web site at http://www.nasdaq.com. Nasdaq’s rules governing the delisting of securities can be found in the Nasdaq Rule 5800 Series, available on the Nasdaq Web site: https://listingcenter.nasdaq.com/rulebook/nasdaq/rules/nasdaq-5800-series.
Since Greg Abel took over as Berkshire Hathaway's (BRKA 0.34%)(BRKB 0.42%) CEO at the start of the year, investors have been watching to see what he does with the conglomerate's war chest. Filings with Japanese regulators gave an early answer last quarter.
Berkshire disclosed that its stake in trading house Mitsubishi (MSBHF 1.14%) climbed to 11.1% as of April 30. Its stake in Sumitomo (SSUMY 3.31%) reached 10.3% as of May 12, up from 9.3%. And Marubeni (MARUY 0.35%) is on the list, too.
Berkshire's buying has pushed its holdings in both Sumitomo and Marubeni above 10%, cementing the conglomerate's position as the largest shareholder of both companies.
These are three of the five Japanese trading houses (Itochu and Mitsui are the other two) that Berkshire began buying in 2019 under Warren Buffett, who remains chairman. The original thesis has already paid off handsomely. So why does Berkshire keep adding? To me, the numbers make the case better than any story could.
Image source: The Motley Fool.
1. Mitsubishi Mitsubishi is Berkshire's largest Japanese position. The trading houses (Japan calls them sogo shosha) are conglomerates in their own right, each owning interests in a vast array of businesses in Japan and around the world.
At the end of 2025, Berkshire owned 10.8% of Mitsubishi, a stake that cost $4.2 billion and was worth $9.2 billion, according to Berkshire's annual report. The position also paid Berkshire $273 million in dividends last year, the largest payout of the five. And the April filing shows the conglomerate kept buying anyway.
Today's Change
(
-1.14
%) $
-0.31
Current Price
$
27.00
2. Marubeni Marubeni has been Berkshire's best performer of the group. The stake cost about $1.6 billion and had grown to about $4.5 billion by the end of 2025 -- nearly a tripling. It added another $105 million in dividends last year.
Berkshire owned 9.8% of Marubeni at year-end. The latest buying lifted that above 10%.
Today's Change
(
-0.35
%) $
-0.11
Current Price
$
30.86
Abel's newest dollars, in other words, went to Berkshire's biggest winner.
3. Sumitomo Sumitomo rounds out the trio. Berkshire's position cost $1.9 billion and stood at $4.0 billion at the close of 2025, and it paid $102 million in dividends last year. The May filing put Berkshire's ownership at 10.3%, up a full percentage point.
Today's Change
(
-3.31
%) $
-0.32
Current Price
$
9.35
Impressive gains Add it all up, and Berkshire's five trading house stakes cost $15.4 billion and were worth $35.4 billion at the end of 2025. The five companies paid Berkshire a combined $862 million in dividends last year. That works out to a yield of about 5.6% on Berkshire's original cost.
The trend is worth noting, too. A year earlier, the same five positions had cost $13.8 billion and were worth $23.5 billion. So in 2025, Berkshire put about $1.6 billion of new money in, and the market value of its stakes grew by nearly $12 billion. The gap between what Berkshire paid and what it owns keeps widening.
Today's Change
(
-0.42
%) $
-2.08
Current Price
$
491.04
The funding makes the math even better. Berkshire has borrowed in Japan an amount roughly equivalent to the yen it has invested, at an average interest cost of just 1.2%. Put another way, the dividends cover the borrowing costs several times over before counting a penny of share-price appreciation.
And the strategy is still very much in use. Berkshire issued another 272.3 billion yen of senior notes in April.
There's also room to keep going. Berkshire originally agreed to keep its ownership of each company below 10%, but Buffett wrote in his February 2025 shareholder letter that as Berkshire approached the limit, the five companies agreed to relax the ceiling moderately.
"I expect that Greg and his eventual successors will be holding this Japanese position for many decades," Buffett wrote in the same letter.
And in his first annual letter as CEO, Abel put the positions on equal footing with the company's flagship stock holdings. He wrote that Berkshire views its Japanese investments as "comparable to our major U.S. holdings in importance and long-term value creation opportunity."
For Berkshire shareholders, I think the buying is an encouraging early signal. Abel's first notable moves weren't a splashy acquisition or a chase after the market's artificial intelligence (AI) trade. They were more of what already works: profitable conglomerates bought at low prices, paying growing dividends, funded with cheap fixed-rate debt.
, /PRNewswire/ -- Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., notifies investors in AeroVironment, Inc. ("AeroVironment" or the "Company") (NasdaqGS: AVAV) of a class action securities lawsuit.
AeroVironment Investigation CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of investors of AeroVironment, Inc. who were adversely affected if they purchased the Company's securities between June 25, 2025 and March 10, 2026, both dates inclusive (the "Class Period"). This action is pending in the United States District Court for the Eastern District of Virginia.
Follow the link below to get more information and be contacted by a member of our team:
https://www.ksfcounsel.com/cases/nasdaqgs-avav/
AeroVironment investors should contact KSF Managing Partner Lewis Kahn toll-free at 1-877-515-1850 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-avav/ to learn more.
CLICK HERE for more information
CASE DETAILS: According to the Complaint, AeroVironment and certain of its executives are charged with failing to disclose material information during the class period, violating federal securities laws.
The alleged false and misleading statements and omissions include, but are not limited to, that: (i) the Company understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the U.S. Space Force's Satellite Communication Augmentation Resource program and the U.S. Space Force's ongoing efforts to modernize the Satellite Control Network; (ii) accordingly, defendants overstated AeroVironment's business and financial prospects; and (iii) as a result, defendants' public statements were materially false and misleading at all relevant times.
The case is Norrell v. AeroVironment, Inc., et al, No. 26-cv-01429.
WHAT TO DO? If you invested in AeroVironment and suffered a loss during the relevant time frame, you have until July 27, 2026 to request that the Court appoint you as lead plaintiff; however, your ability to share in any recovery does not require that you serve as a lead plaintiff.
To Learn More, Click HERE
About Kahn Swick & Foti, LLC
KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.
TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services
To learn more about KSF, you may visit www.ksfcounsel.com.
Contact:
Kahn Swick & Foti, LLC
Lewis Kahn, Managing Partner
[email protected]
1-877-515-1850
1100 Poydras St., Suite 960
New Orleans, LA 70163
New York, New York--(Newsfile Corp. - July 17, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Planet Fitness, Inc. (NYSE: PLNT) between November 6, 2025 and May 6, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 14, 2026.
SO WHAT: If you purchased Planet Fitness common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Planet Fitness class action, go to https://rosenlegal.com/cases/planet-fitness-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 14, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or concealed material adverse facts concerning the true state of Planet Fitness' customer acquisition and marketing metrics. Notably, Planet Fitness' updated marketing messaging was failing to resonate with, and was actively intimidating, its core target demographic of fitness beginners and casual gym-goers. As a result, Planet Fitness was experiencing a significant headwind in net member joins during its peak first-quarter sign-up period that rendered its previously issued fiscal 2026 guidance and long term financial targets unachievable. Instead, Planet Fitness would be required to restructure its marketing strategy, losing the gains they praised from continuing the same marketing campaign, and entirely halt the planned Black Card price increase which sale projections were premised upon. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Planet Fitness class action, go to https://rosenlegal.com/cases/planet-fitness-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305691
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
AST SpaceMobile (ASTS +5.07%) has an interesting business model. The company aims to compete with Space Exploration Technologies' (SPCX 5.41%) Starlink service, but it has gone down a very different path. While the planned launch of AST SpaceMobile's commercial service has been pushed back to early 2027, it could get off to a big start. Here's what you need to know.
Going it alone versus partnering up Starlink is the most profitable business unit within SpaceX, as the company's IPO prospectus revealed. Once again, Elon Musk's vision has resulted in a company he controls getting in early on an investment opportunity. However, other companies are looking to break into the market for satellite-based cellular broadband communications, including AST SpaceMobile. Starlink was so early that it basically had to develop its own, direct-to-consumer technology and services. AST SpaceMobile is partnering with cellphone companies.
Image source: Getty Images.
This is a major point of differentiation. Not only does AST SpaceMobile have deals with companies that can help fund its expansion, but it also has a built-in customer base. Essentially, customers of cellphone providers like AT&T (T 0.77%) and Verizon (VZ 0.71%) can add AST SpaceMobile's service to their existing plans once it's up and running.
A $1 billion opportunity In the first quarter of 2026, AST SpaceMobile generated revenues of around $15 million. Most of that came from contracts with the U.S. government, which also wants access to the company's satellite network. However, after launching its commercial service, the company believes it can generate up to $1 billion in revenue in 2027.
Today's Change
(
5.07
%) $
2.79
Current Price
$
57.80
Strong execution will be vital for this space stock. It still has to build and launch more satellites to get its service up and running. And even after it begins operating its service in limited markets, it still has more to do if it wants to cover the entire globe. Investors aren't as enthusiastic about the company's prospects as they were, noting that the stock is in the middle of a nerely 60% drawdown right now.
Hitting the ground running As a money-losing start-up, that's actually not shocking. Only the most aggressive investors should consider AST SpaceMobile right now. That said, if the company can go from $15 million in quarterly revenue to an annual run rate of around $1 billion as quickly as it believes it can, Wall Street will likely reward it with a higher price once it starts selling its service to consumers.
Only the proof of that ability, driven by its partnership-based model, won't come until the company actually launches its service. Most investors should probably watch from the sidelines until the service is up and running. More aggressive types, however, may see this dip as an opportunity to jump aboard a business that is likely to hit the ground running when it eventually launches.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
According to monitoring by crypto analytics account Ai Yi, an address linked to the Ondo team transferred 26.05 million ONDO tokens to Coinbase, worth approximately $9.79 million. The address received 150 million ONDO from the Ondo team’s multi-sig address on June 23, held the tokens for nearly a month, and transferred a portion to Coinbase 11 hours ago. The operation follows a similar pattern to prior moves: team address transfer → address holding → transfer to exchange platform, though the specific purpose of this action remains unclear.
Relevant content
Solana ecosystem meme coin Jimothy’s market cap briefly exceeded $22 million, with its price surging more than 52 times in 24 hours.
According to GMGN data, the Solana ecosystem meme coin Jimothy briefly surpassed $22 million in market capitalization before pulling back to $20.14 million. The token has rallied over 52 times in 24 hours, with a 24-hour trading volume of $28.3 million. Jimothy is a Seattle-based raccoon. A rare congenital spinal condition has left it with an unusually small body (appearing "mutated" or stumpy and "deformed"), though it moves normally. It has become a local celebrity, with residents fond of watching it run around yards and balconies. Its videos and photos went viral on social media, shared by major accounts including the NY Post and Mario Nawfal, while some even created "police sketches" as memes. BlockBeats reminds users that meme coins are highly volatile, driven primarily by market sentiment, community hype, and narratives, and lack stable fundamental support. Investors should be mindful of risks.
5 minutes ago
Japan's "stock king" Kioxia saw its share price halve in a month, with the global semiconductor sector remaining under pressure.
The global semiconductor sector has remained weak this week. Japanese semiconductor leader Kioxia plunged 16% in a single day, having fallen about 50% from its one-month high. Meanwhile, Japanese chip industry stocks including Ibiden, Tokyo Electron, and Sumitomo Metal Mining all dropped 8% to 10%. In U.S. equities, the Philadelphia Semiconductor Index (SOX) has pulled back roughly 21% from its June 22 all-time high, officially entering a technical bear market. Even though TSMC had earlier released better-than-expected financial results and raised its performance guidance, its stock still slumped 7%, reflecting persistent pressure on market sentiment. Reports note that multiple institutions attribute the current semiconductor sector correction more to overcrowded positions and profit-taking rather than a deterioration in industry fundamentals. Meanwhile, Citigroup data shows that semiconductor-related ETFs in South Korea and Taiwan, China saw net inflows of about $6.4 billion and $2.8 billion respectively this week, while South Korea’s stock market also recorded a net foreign inflow of around $500 million, indicating that some funds have started to deploy at lower levels.
5 minutes ago
Rune: Base has lost community trust, Cobie responds that he will push Coinbase to be closer to on-chain users.
Amid recent community controversy surrounding Base, crypto KOL Rune published a post on X questioning that Cobie’s goal in taking over Base App is to drive on-chain transactions, but Base’s current management has continuously eroded user trust, leading users to believe “it is a mistake to trust anything related to Base for more than 24 hours” — a culture that makes attracting new users nearly impossible. In response, Cobie clarified that he took over work for Base App and Coinbase’s trading products several days ago, but is not in charge of the Base chain. He admitted Coinbase has long been distant from users, especially native crypto users; Base and Coinbase also squandered massive user trust through avoidable missteps, and he aims to listen more to on-chain user feedback and build products users actually want to use moving forward. Rune later replied that Coinbase’s core issue is not just distance from users, but long-term neglect and even harm to its own user base. He stated that over 10,000 Base users have suffered roughly 99% asset losses due to trusting Base/Coinbase management, and Base’s leadership’s handling of these incidents has further stoked community frustration. Rune noted that Base possesses the infrastructure to become the crypto sector’s top Layer 2, but what it truly lacks is leadership willing to be accountable to users. He expressed hope that Cobie can turn things around, but stressed that Base’s current problem is not merely damaged trust — community trust has nearly fully evaporated.
5 minutes ago
Viewpoint: The biggest "hidden culprit" behind the stock market slump remains unresolved, and the US stock market may face a correction similar to the summer of 2024.
BTIG Chief Market Technician Jonathan Krinsky says the biggest risk in today’s market is not a single negative event, but investors starting to question the market logic they once firmly believed in. Krinsky points out that the Philadelphia Semiconductor Index has fallen roughly 20% from its June high, entering bear market territory; South Korea’s KOSPI has dropped over 25% cumulatively, and Japan’s Nikkei 225 has also entered a technical correction, reflecting pressure on global tech stocks. He warns that U.S. stocks could repeat the sharp correction seen in summer 2024, with the S&P 500 at risk of falling below its 200-day moving average (6983 points). If that scenario unfolds, the semiconductor sector will likely continue to weaken, and large tech stocks like the "Magnificent Seven" may end their prior leading rally, dragging down overall market performance. What’s more worrying about this selloff is that it truly lacks a clear catalyst. While a host of issues can be cited—including concerns over the chip sector’s excessive first-half rally, large tech firms taking on heavy debt for massive capital expenditure plans, and persistent uncertainty in the economic backdrop under the Federal Reserve’s new policies—this helps explain the rotation underway in the broader market. However, the stock market can only tolerate so much weakness in its largest, most popular stocks (such as chip stocks), and will ultimately struggle to hold up.
5 minutes ago
Ansem launches SOL airdrop marketing campaign, giving away 1 SOL every 5 minutes.
Crypto KOL Ansem posted on X that he will airdrop 1 SOL to users every 5 minutes before going to bed, with participants only needing to leave their Solana wallet address in the comments to join the event. As of press time, Ansem’s eponymous meme coin ANSEM has a market cap of $176 million, down 5.5% over the past 24 hours.
5 minutes ago
Yesterday, U.S. spot Bitcoin ETFs recorded a net inflow of $132.3 million, marking four consecutive trading days of inflows.
According to Farside’s monitoring, U.S. spot Bitcoin ETFs saw a net inflow of $132.3 million yesterday, marking their fourth consecutive trading day of net inflows. Specifically, IBIT recorded a net inflow of $136.5 million, while FBTC posted a net outflow of $4.2 million.
Hyperliquid, a decentralized perpetuals exchange and Layer 1 blockchain, has achieved a significant milestone by surpassing $1.2 billion in cumulative fees since its launch in 2024. This figure has been reported by Grayscale and highlights the substantial revenue generated by the protocol. Hyperliquid employs a buy-back-and-burn model, directing the majority of its fees to an Assistance Fund that reduces the supply of HYPE, its native token, through buybacks. This approach has created a deflationary pressure on the token, potentially increasing its market value.
The HYPE token currently trades near $60 and plays a crucial role in securing the network and facilitating transactions on the HyperEVM platform. With over 45 million tokens, or approximately 14.5% of the initial supply, removed from circulation, the buy-back-and-burn mechanism is seen as a major factor driving the token’s value. This strategy aligns the token’s value with the protocol’s revenue, making the tokenomics of Hyperliquid a subject of interest among market participants.
Advertisement
Markets are currently assessing the impact of these developments on the likelihood of Hyperliquid reaching a $100 price target by the end of 2026. As of now, the odds are priced at 30% for this scenario, suggesting that while there is optimism, significant growth is still required to reach this target.
Key Takeaways The milestone of $1.2 billion in fees suggests strong growth and sustainability for Hyperliquid, consistent with positive sentiment around its future potential. The buy-back-and-burn model appears to create deflationary pressure on the HYPE token, which may support a rise in its price. Current market pricing indicates a 30% probability for Hyperliquid to reach $100 by December 31, 2026, reflecting cautious optimism. What to Watch Observers should monitor Hyperliquid’s ongoing fee generation and the effectiveness of its buy-back-and-burn model in enhancing token value. Key developments, such as major partnerships or listings on prominent exchanges, could drive sentiment and pricing. Conversely, any security issues or negative regulatory news might impact the market’s outlook. The evolving performance of Hyperliquid and its tokenomics will be crucial in shaping market expectations and pricing consistency with the $100 target scenario.
Get live prediction-market analysis, powered by Vera. Sign up for Vera.
Term Structure
Contract Odds Δ since publish Volume 24h December 31 30% — — View market → January 1 2027 6.2% — — View market → January 1 2027 4% — — View market → January 1 2027 65.5% — — View market → January 1 2027 9.1% — — View market → January 1 2027 3.6% — — View market →
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Hyperliquid’s attempted rebound collapsed after the altcoin faced rejection at $68. HYPE subsequently breached the $60 support and fell as low as $58.
At press time, HYPE traded at $59 after declining 11.2% over 24 hours. It was also down 12% weekly.
Meanwhile, trading volume jumped 36% to $561 million, reflecting increased activity during the sell-off.
Why did an a16z-linked wallet move $30 million? HYPE faced stronger selling pressure after its rebound failed.
According to Arkham, an a16z-linked wallet deposited 471,500 HYPE, worth $30.57 million, across several exchanges. The receiving exchanges included OKX, Bybit, and Gate.
However, the wallet still held more than 9 million HYPE, making it one of the token’s largest holders.
Source: Arkham Therefore, the deposits represented only part of its position. Exchange deposits can indicate selling intent, although they do not confirm completed sales.
Are dip buyers supporting HYPE? Despite the wallet deposits, HYPE’s decline attracted buyers across the Spot market.
CoinGlass data showed that Spot Netflow remained negative for three consecutive days during the pullback. At press time, Spot Netflow stood at -$6.18 million, compared with -$6.09 million the previous day.
Source: CoinGlass Negative Spot Netflow indicated that traders withdrew more HYPE from exchanges than they deposited.
Meanwhile, SoSoValue data showed that HYPE ETF Net Inflows reached $2.13 million on the 15th of July. Net Inflows fell to zero on the 16th of July, indicating neither net buying nor net selling. This suggested that ETF investors paused after the previous day’s inflows.
Source: SoSoValue Can HYPE recover above $60? Spot demand and easing ETF selling offered HYPE some support. However, short-term downside pressure remained strong. The Relative Strength Index [RSI] fell to 37, placing HYPE below the neutral level.
Meanwhile, the Directional Movement Index’s [DMI] positive indicator declined to 17. The Average Directional Index rose to 26.
Source: TradingView Together, these readings indicated that bearish momentum retained control.
Continued selling could push HYPE toward $52. However, stronger Spot demand could help the altcoin reclaim $60. A sustained recovery above that level could shift attention toward $68.
Final Summary An a16z-linked wallet deposited 471,500 HYPE, worth $30.57 million, across multiple exchanges. HYPE breached $60, but Exchange Outflows indicated that Spot buyers were accumulating during the decline.