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Posted by _ _xnake on Jul 17th, 2026

Nintendo Co. (OTCMKTS:NTDOY – Get Free Report) has received a consensus recommendation of “Hold” from the eight research firms that are presently covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, four have given a hold rating, two have given a buy rating and one has issued a strong buy rating on the company.

Several research analysts have recently weighed in on NTDOY shares. TD Cowen reissued a “buy” rating on shares of Nintendo in a report on Tuesday, April 14th. Benchmark reaffirmed a “buy” rating on shares of Nintendo in a research report on Monday, May 11th.

View Our Latest Stock Analysis on Nintendo

Nintendo Stock Performance OTCMKTS NTDOY opened at $10.83 on Friday. Nintendo has a one year low of $10.18 and a one year high of $24.92. The stock has a 50-day moving average of $11.07 and a 200 day moving average of $13.36. The company has a market capitalization of $55.76 billion, a price-to-earnings ratio of 18.05 and a beta of 0.39.

Nintendo (OTCMKTS:NTDOY – Get Free Report) last posted its earnings results on Friday, May 8th. The company reported $0.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.09 by $0.01. The business had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $2.63 billion. Nintendo had a net margin of 18.33% and a return on equity of 13.74%. Nintendo has set its FY 2026 guidance at 0.429-0.429 EPS. On average, equities analysts predict that Nintendo will post 0.53 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Nintendo Institutional investors and hedge funds have recently modified their holdings of the company. Dorsey Wright & Associates purchased a new stake in Nintendo during the third quarter valued at $1,562,000. Confluence Investment Management LLC grew its stake in shares of Nintendo by 4.0% during the 4th quarter. Confluence Investment Management LLC now owns 67,829 shares of the company’s stock valued at $1,144,000 after purchasing an additional 2,628 shares during the period. Thurston Springer Miller Herd & Titak Inc. grew its stake in shares of Nintendo by 322.5% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 4,225 shares of the company’s stock valued at $71,000 after purchasing an additional 3,225 shares during the period. O Brien Greene & Co. Inc increased its position in shares of Nintendo by 2.1% during the 4th quarter. O Brien Greene & Co. Inc now owns 38,050 shares of the company’s stock valued at $642,000 after purchasing an additional 800 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its stake in shares of Nintendo by 13.6% in the 4th quarter. PNC Financial Services Group Inc. now owns 8,964 shares of the company’s stock worth $151,000 after purchasing an additional 1,073 shares during the period. 0.02% of the stock is currently owned by hedge funds and other institutional investors.

Nintendo Company Profile (Get Free Report)

Nintendo Co, Ltd., headquartered in Kyoto, Japan, is a global entertainment company best known for designing, manufacturing and marketing video game hardware and software. Founded in 1889 as a playing-card company, Nintendo transitioned into electronic entertainment in the latter half of the 20th century and has since become one of the most recognizable names in interactive entertainment. The company serves markets worldwide, with major operations and customer bases in Japan, North America and Europe, and it maintains a presence through regional subsidiaries, distribution partners and digital storefronts.

Nintendo’s business spans console and handheld hardware, first-party software titles, digital services and licensing.

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Samenstelling van de treasury van Eightco per 15 juli 2026: 90 miljoen dollar aan OpenAI-aandelen (indirect), 18 miljoen dollar aan aandelen in Beast Industries, 16.278 ETH, 283 miljoen WLD-tokens en 148 miljoen dollar aan liquide middelen en kasequivalenten, goed voor een totale waarde van ongeveer 406 miljoen dollar

Worldcoin-token (WLD) nu beschikbaar op Robinhood, waardoor miljoenen gebruikers toegang krijgen

OpenAI heeft onlangs aangekondigd dat het een vertrouwelijke S-1 heeft ingediend bij de SEC, ter voorbereiding op een mogelijke toekomstige beursgang

Eightco biedt indirecte blootstelling aan enkele van de meest innovatieve niet-beursgenoteerde ondernemingen, waaronder OpenAI en Beast Industries

, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ: ORBS) ("Eightco" of "de onderneming") heeft vandaag een update gegeven over de totale bezittingen, waarbij de nadruk wordt gelegd op de posities in digitale activa en strategische investeringen in toonaangevende private technologieondernemingen.

ORBS Holdings & Key Metrics

The ORBS Portfolio Thesis

Op 15 juli 2026 om 16:30 uur (ET) omvatten de bezittingen van ORBS een investering van 90 miljoen dollar (indirect, via SPV's) in OpenAI, een reeds gefinancierde investering van 18 miljoen dollar in Beast Industries, een investering van 1 miljoen dollar in Mythical Games, 283.452.700 Worldcoin (WLD) gewaardeerd op 0,41 dollar per WLD (via Coinbase), 16.278 Ethereum (ETH) en ongeveer 148 miljoen dollar aan liquide middelen en stablecoins, wat neerkomt op een totale portefeuillewaarde van circa 406 miljoen dollar.

Belangrijkste ontwikkelingen:

Het management van ORBS is van mening dat de treasuryportefeuille van de onderneming enkele van de meest cruciale componenten bevat voor het toekomstige AI- en digitale financiële systeem. De belangrijkste ontwikkelingen van deze week zijn:

Deze week werd gemeld dat OpenAI een product ontwikkelt dat bedoeld is om te dienen als een mensachtige AI-assistent voor thuis. Dit product zal helpen bij het aansturen van smart-home-apparaten, het afspelen van media, het beantwoorden van vragen en het reageren op berichten. Deze ontwikkeling brengt OpenAI op het gebied van hardware, waarmee het de concurrentie aangaat met onder andere Apple en Google (Bloomberg). Op 9 juli bracht OpenAI GPT-5.6 Sol uit, een model dat de nadruk legt op een betere token-efficiëntie (54% efficiënter bij agentische softwareontwikkeling) en sterkere prestaties biedt op het gebied van programmeren, wetenschap, biologie, cybersecurity, multimodale ondersteuning en nieuwe functies zoals GPT-Live. Dit volgt op een gefaseerde en beperkte uitrol na een verzoek van de Amerikaanse regering vanwege zorgen over de nationale veiligheid. Sol bevat een 'ultra'-modus voor complexere taken en geavanceerde veiligheidsfunctionaliteiten (OpenAI). Op 24 juli 2026 zal het uitgifteschema van de World-token een belangrijke mijlpaal bereiken. Zoals uiteengezet in de oorspronkelijke whitepaper van World zal naar verwachting de grootste driejarige token-unlockperiode van het netwerk aflopen. Hierdoor daalt het aantal WLD-tokens dat dagelijks in omloop wordt gebracht met circa 43%, van ongeveer 5,1 miljoen naar ongeveer 2,9 miljoen tokens. ORBS bezit momenteel 283.452.700 WLD. Dit komt overeen met ongeveer 8% van het circulerende aanbod en is de grootste openbaar gemaakte WLD-positie ter wereld. Hoewel de bezittingen van ORBS op 24 juli ongewijzigd blijven, zal het tempo waarin nieuwe tokens worden uitgegeven naar verwachting aanzienlijk vertragen. WLD-tokens zullen in omloop blijven komen, maar tegen ongeveer de helft van het eerdere dagelijkse tempo, wat de groei van het totale aanbod aanzienlijk zal vertragen (World). "OpenAI blijft de functionaliteiten van ChatGPT stapsgewijs verbeteren, wat dit jaar al heeft geleid tot significante vooruitgang. De verbetering in token-efficiëntie wordt door veel gebruikers verwelkomd", aldus Thomas "Tom" Lee, bestuurslid van Eightco. "Wij geloven dat ORBS uniek is gepositioneerd voor de toekomst. Naarmate AI persoonlijker en autonomer wordt, verwachten we dat Proof of Human-verificatie een van de meest waardevolle activa in de digitale economie zal worden."

Eightco: Blootstelling aan cruciale megatrends

Eightco is gebouwd rond drie megatrends waarvan de onderneming verwacht dat ze het komende decennium van innovatie zullen bepalen: kunstmatige intelligentie, digitale identiteit en de creator economy. De onderneming heeft posities in elk van deze trends via haar indirecte investering in OpenAI (22% van de treasuryportefeuille van ORBS), Worldcoin (29%) en Beast Industries (4%).

Kunstmatige intelligentie — OpenAI

Eightco heeft ongeveer 90 miljoen dollar geïnvesteerd in special purpose vehicles (SPV's) met blootstelling aan aandelenbelangen in de moedermaatschappij van OpenAI. Dit vertegenwoordigt circa 22% van de treasuryactiva, een van de grootste openbaar gemaakte belangen onder beursgenoteerde investeringsvehikels.

ChatGPT, de consumenten-app van OpenAI, is wereldwijd de nummer 1 onder de AI-consumenten-apps (Sensor Tower) en passeerde in februari 2026 de grens van 900 miljoen wekelijkse actieve gebruikers, waarmee het de snelst groeiende consumententechnologie in de geschiedenis is (UBS via Reuters).

Digitale identiteit — WLD-token

Eightco bezit meer dan 283 miljoen WLD, wat neerkomt op ongeveer 8% van het aanbod in omloop. Dit is wereldwijd de grootste openbaar gemaakte institutionele positie en vertegenwoordigt ongeveer 29% van de treasuryactiva van Eightco.

Worldcoin is de native token van World, een wereldwijd Proof of Human-netwerk dat is gebouwd door Tools for Humanity (mede opgericht door Sam Altman en Alex Blania) en wordt beheerd door de World Foundation. De Orb-apparaten verstrekken een privacyvriendelijke World ID die verifieert dat een gebruiker een uniek mens is en geen AI-agent.

Onder het aangekondigde businessmodel van World betalen applicaties een vergoeding per verificatie, terwijl de verificatie voor de eindgebruiker gratis blijft. Hierbij genereren zowel uitgevers van credentials als het World-protocol inkomsten uit verificatie van geverifieerde personen. World schat de totale potentiële markt van 6,35 biljoen dollar verspreid over 13 industriesectoren, variërend van het bankwezen, e-commerce, gaming en sociale media tot agentische AI (volgens Tools for Humanity).

Creator Economy — Beast Industries

Eightco heeft 18 miljoen dollar geïnvesteerd in aandelen van Beast Industries, ongeveer 4% van de treasuryactiva.

Beast Industries beschikt over een van de grootste direct-to-consumerkanalen ter wereld, met een gecombineerde achterban van meer dan 500 miljoen volgers verspreid over verschillende platforms, aangevoerd door MrBeast als de meest bekeken persoon op YouTube wereldwijd. Naarmate AI de productie content steeds meer tot een standaardproduct maakt, worden distributie en het vertrouwen van het publiek steeds schaarser.

Over Eightco Holdings Inc.

Eightco Holdings Inc. (NASDAQ: ORBS) is een beursgenoteerde onderneming die een unieke Worldcoin (WLD) treasury-strategie uitvoert. Ze biedt beleggers via één beursnotering indirecte blootstelling aan drie bepalende trends van deze cyclus: kunstmatige intelligentie via haar indirecte investering in OpenAI, digitale identiteit via haar positie als grootste publieke houder van WLD en het Proof of Human-protocol, en de creator economy via haar aandelenbelang in Beast Industries van MrBeast. Ondersteund door toonaangevende institutionele beleggers, waaronder Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera en GSR, bouwt Eightco aan de infrastructuurlaag voor menselijke verificatie in het tijdperk van agentische AI.

Voor meer informatie:

X: @iamhuman_orbs

Website: 8co.holdings

Veelgestelde vragen

Wat is het aandeel ORBS?

Eightco Holdings Inc. (NASDAQ: ORBS) is een beursgenoteerde onderneming op de Nasdaq. ORBS biedt indirecte blootstelling aan: OpenAI en Beast Industries.

Wie bezit de meeste Worldcoin (WLD)?

Eightco Holdings (NASDAQ: ORBS) bezit 283 miljoen WLD, ongeveer 8% van het circulerende aanbod en de grootste openbaar gemaakte institutionele positie wereldwijd.

Wat is Proof of Human?

Proof of Human is de cryptografische verificatie dat een gebruiker een unieke, levende persoon is en geen bot of AI-agent. Het is een fundamentele infrastructuur voor sociale netwerken, het bankwezen, agentische handel en elk systeem dat "één persoon, één account" vereist in het tijdperk van agentische AI.

Hoe verhoudt Eightco (ORBS) zich tot Proof of Human?

Eightco Holdings (NASDAQ: ORBS) is de grootste openbaar gemaakte institutionele houder van Worldcoin (WLD), het token dat het Proof of Human-netwerk van World aandrijft.

Wie is de CEO van Eightco Holdings?

Kevin O'Donnell is de CEO van Eightco Holdings (NASDAQ: ORBS). De raad van bestuur van de onderneming bestaat onder meer uit Tom Lee (Managing Partner en Head of Research bij Fundstrat, en voorzitter van Bitmine Immersion Technologies (NYSE: BMNR)) en, als adviseur van de raad van bestuur, Brett Winton (Chief Futurist bij ARK Invest).

Toekomstgerichte verklaringen

Dit persbericht bevat toekomstgerichte verklaringen in de zin van de Private Securities Litigation Reform Act van 1995. Alle verklaringen in dit persbericht, met uitzondering van verklaringen over historische feiten, kunnen als toekomstgerichte verklaringen worden beschouwd, met inbegrip van, maar niet beperkt tot, verklaringen over: de verwachtingen van de onderneming dat kunstmatige intelligentie, digitale identiteit en de creator economy het komende decennium van innovatie zullen vormgeven; de overtuiging van de onderneming dat haar treasuryportefeuille enkele van de meest kritische componenten bevat voor het toekomstige AI- en digitale financiële systeem; de overtuiging van de onderneming dat zij uniek gepositioneerd is voor de toekomst; verklaringen dat OpenAI een vertrouwelijke S-1 heeft ingediend ter voorbereiding op een mogelijke toekomstige beursgang; verklaringen dat OpenAI een mensachtige AI-compagnon voor thuis ontwikkelt; verklaringen over de mogelijkheden, kenmerken en release van OpenAI's GPT-5.6 Sol-model, met inbegrip van de token-efficiëntie, programmeercapaciteiten en 'ultra'-modus; verklaringen dat Proof of Human-verificatie een van de meest waardevolle activa in de digitale economie zal worden; verklaringen met betrekking tot de totale adresseerbare omzetkans van World van 6,35 biljoen dollar in sectoren zoals het bankwezen, e-commerce, gaming, sociale media en agentische AI; verklaringen met betrekking tot de notering van Worldcoin (WLD) op Robinhood en de uitbreiding van de toegang tot miljoenen gebruikers; verklaringen met betrekking tot de verwachte vermindering van de uitgifte van WLD-tokens na 24 juli 2026, met inbegrip van de verwachte daling van ongeveer 5,1 miljoen tokens naar ongeveer 2,9 miljoen tokens per dag; verklaringen dat de onderneming de grootste openbaar gemaakte WLD-positie wereldwijd bezit; verklaringen dat distributie en het vertrouwen van het publiek steeds schaarser worden naarmate AI de productie van content commoditiseert; verklaringen met betrekking tot het bouwen van de infrastructuurlaag voor menselijke verificatie in het tijdperk van agentische AI; en verklaringen met betrekking tot het bieden van indirecte blootstelling aan bepalende trends door middel van investeringen in OpenAI, WLD en Beast Industries. Woorden en uitdrukkingen zoals 'plannen', 'verwacht', 'zal', 'voorziet', 'blijven', 'uitbreiden', 'bevorderen', 'ontwikkelen', 'gelooft', 'verwachting', 'doelstelling', 'kan', 'blijft', 'prognose', 'vooruitzichten', 'voornemen', 'schatting', 'zou kunnen', 'zou moeten', 'gepositioneerd', 'visie' en andere termen met een vergelijkbare betekenis zijn bedoeld om toekomstgerichte verklaringen aan te duiden, hoewel niet alle toekomstgerichte verklaringen dergelijke termen bevatten. Toekomstgerichte verklaringen zijn gebaseerd op de huidige overtuigingen en aannames van het management, die onderhevig zijn aan risico's en onzekerheden, en vormen geen garantie voor toekomstige prestaties. De werkelijke resultaten kunnen aanzienlijk afwijken van de resultaten die in een toekomstgerichte verklaring worden genoemd als gevolg van uiteenlopende factoren, waaronder, maar niet beperkt tot: het onvermogen van de onderneming om invloed uit te oefenen op het management of de ondernemingsvoering van private ondernemingen waarin ze geen controlerend aandeelhouder is, waaronder OpenAI en Beast Industries; het risico op verliezen of afwaarderingen van de strategische investeringen van de onderneming, waaronder haar indirecte belang in OpenAI (aangehouden via special purpose vehicles), haar positie in WLD en haar aandelenbelang in Beast Industries; het vermogen van de onderneming om te blijven voldoen aan de vereisten van Nasdaq voor een beursnotering; onverwachte kosten, lasten of uitgaven die de kapitaalmiddelen van de onderneming verminderen of de inzet van kapitaal anderszins vertragen; het onvermogen om voldoende kapitaal aan te trekken om de ondernemingsactiviteiten of strategische investeringen te financieren of op te schalen; volatiliteit van de prijzen van digitale activa, waaronder WLD en ETH, die een wezenlijke invloed kan hebben op de waarde van de treasuryactiva van de onderneming; wijzigingen in regelgeving, toekomstige wetgeving en regelgevingsmaatregelen die een negatieve invloed hebben op digitale activa, de adoptie van kunstmatige intelligentie of de verzameling van biometrische gegevens; risico's die verband houden met de ontwikkeling, adoptie en marktacceptatie van Proof of Human-technologie en het World-netwerk; onzekerheid over het tempo en het verloop van de uitrol van agentische AI in zakelijke en consumententoepassingen; onzekerheid over de productroadmap van OpenAI, de verdere ontwikkeling van het ondernemingsmodel en de timing of het succes van een eventuele beursgang; risico's met betrekking tot het vermogen van Beast Industries om de verwachte groei te realiseren; concurrentie op het gebied van digitale identiteit en AI-infrastructuur; afhankelijkheid van externe bronnen voor de waardering van bepaalde investeringen; onzekerheid over het aanhoudende succes van MrBeast en de prestaties van het op creators gebaseerde ondernemingsmodel van Beast Industries; risico's die verband houden met de geconcentreerde posities van de onderneming in bepaalde digitale activa en investeringen in private ondernemingen; veranderende publieke en overheidsstandpunten ten aanzien van digitale activa of sectoren die verband houden met kunstmatige intelligentie; risico's met betrekking tot de timing, functies en marktacceptatie van de modelreleases van OpenAI; en het risico dat de dynamiek van het WLD-aanbod niet leidt tot de verwachte markteffecten. Gezien deze risico's en onzekerheden wordt u geadviseerd om geen overmatig vertrouwen te stellen in dergelijke toekomstgerichte verklaringen. Voor een bespreking van andere risico's en onzekerheden, evenals andere belangrijke factoren die ertoe kunnen leiden dat de werkelijke resultaten van Eightco afwijken van de in dit persbericht opgenomen toekomstgerichte verklaringen, wordt verwezen naar de indieningen van Eightco bij de Securities and Exchange Commission ("SEC"), waaronder de risicofactoren en andere openbaarmakingen in haar Jaarverslag op Form 10-K ingediend bij de SEC op 15 april 2026 en andere openbaar beschikbare SEC-indieningen. Alle informatie in dit persbericht is geldig op de datum van publicatie, en Eightco is niet verplicht deze informatie bij te werken of de resultaten van eventuele herzieningen van deze verklaringen openbaar te maken om feitelijke resultaten of wijzigingen in haar verwachtingen te weerspiegelen.

For most of the first half of the year, SanDisk Corporation NASDAQ: SNDK could seemingly do no wrong. The memory and storage giant was one of the market's most explosive performers, riding the wave of AI-driven demand to a series of fresh record highs.

Sandisk Today

$1,469.03 +57.95 (+4.11%)

As of 12:35 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$40.10▼

$2,354.39P/E Ratio51.22

Price Target$1,803.29

However, something seems to have shifted over the past few weeks, and the chart is now flashing warning signs that investors would be unwise to ignore.

Get Sandisk alerts:

Since peaking near $2,350 on June 22, SanDisk has failed to make a new high. Worse still, it’s started putting in a pattern of lower highs and lower lows, the kind of technical structure that tends to make chart watchers nervous.

The stock is now trading below $1,500, in the $1,400's, having sliced through a level that had held firm for weeks—representing a drop of roughly 40% from its peak in just a few weeks. With earnings due in roughly three weeks, the question is whether the chart is signaling a healthy pause or a real breakdown.

The Levels That Matter Right NowThe most important line in the sand for SanDisk had been the $1,500 level. The stock bounced off it twice earlier this month, suggesting there were still buyers willing to step in and defend it. But each retest tends to weaken support rather than strengthen it, and $1,500 has now given way—a bearish development that shifts the focus to where the next floor lies.

Sandisk Corporation (SNDK) Price Chart for Friday, July, 17, 2026

With $1,500 gone, the chart doesn't offer much of a safety net until around $1,300, the next major area of support. That's a meaningful further drop from current levels, and it's exactly the kind of air pocket that can open up when a key floor breaks and the remaining buyers step back to wait for lower prices.

On the flip side, the bulls will point out that a stock that has risen as far and as fast as SanDisk has this year was always going to need to digest those gains at some point. A 40% pullback sounds dramatic, but in the context of the enormous run that preceded it, it can just as easily be read as a healthy reset rather than the start of something more sinister.

2 Fresh Catalysts Adding PressureThis technical weakness hasn't developed in a vacuum, and two recent developments have added to the pressure. The first came last week, when Erste Group downgraded SanDisk from Buy to Hold. That's notable not just on its own terms, but because it's one of the first bearish analyst moves on the stock in months, after a long stretch in which the analyst community had been almost uniformly positive.

The second dynamic is more unusual. The record-breaking initial public offering from South Korea's SK Hynix Inc. NASDAQ: SKHY last week introduced a fresh variable into the memory space. Rather than lifting sentiment, the fact that SK Hynix shares have traded with extreme volatility in their opening sessions appears to be spooking U.S. investors in memory names like SanDisk.

The read-through is that if one of the world's largest memory players is struggling to hold its valuation out of the gate, it raises uncomfortable questions about how richly valued the entire sector has become.

What to Watch for in the Earnings ReportWith the technical picture quite finely balanced, SanDisk's August 5 earnings report has taken on added significance, and there are a few specific things investors should be watching closely. The most important is pricing. The entire bull case for SanDisk this year has rested on the strength of NAND pricing driven by AI-related demand, so any commentary suggesting that pricing momentum is slowing, or any weakness in average selling prices, would be a red flag.

Beyond pricing, investors should watch for updates on the company's longer-term supply agreements. SanDisk has been locking in multi-year deals that provide revenue visibility, and any new contract signings or expansions of existing ones would reinforce the argument that this is a structurally stronger business than the market is currently giving it credit for.

Margin trends and forward guidance will also be scrutinized heavily, particularly any commentary on how the company sees demand shaping up into the back half of the year.

Reading the Tea LeavesSo what is the chart actually trying to tell us? It’s hard to ignore the feeling that SanDisk is at a genuine inflection point right now, and the way the chart goes in the coming sessions will say a lot about how it could trade through the rest of the year.

The current downtrend isn’t a great look, but it could also just be some well-earned consolidation after a monster rally. With $1,500 now in the rearview mirror, the practical takeaway for investors is to watch that $1,300 level like a hawk in the coming sessions and let the earnings report do most of the talking next month.

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NEW YORK, July 17, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Futu Holdings Limited (NASDAQ: FUTU).

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

CONTACT US HERE:

https://securitiesclasslaw.com/securities/futu-holdings-limited-loss-submission-form/?id=194336&from=3

CLASS PERIOD: May 24, 2023 to May 27, 2026

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (1) Futu was not in compliance with the requirements of the China securities regulatory commission, including because the Company continued to conduct securities business, public fund sales business and futures business in mainland China without obtaining the requisite licenses or approval; (2) as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; (3) as a result of the foregoing, Futu’s financial results were overstated; and (4) as a result of the foregoing, defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

DEADLINE: August 25, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/futu-holdings-limited-loss-submission-form/?id=194336&from=3

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of FUTU during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 25, 2026. There is no cost or obligation to you to participate in this case.

WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903

New York, New York--(Newsfile Corp. - July 17, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Futu Holdings Limited (NASDAQ: FUTU) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Futu securities between May 24, 2023 and May 27, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/FUTU.

Futu Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

Futu was not in compliance with the requirements of the China Securities Regulatory Commission ("CSRC"), including because Futu continued to conduct securities business, public fund sales business, and futures business in mainland China without obtaining the requisite licenses or approval; as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; and as a result of the foregoing, Futu's financial results were overstated; and as a result of the foregoing, defendants' positive statements about Futu's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.What's Next for Futu Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/FUTU, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Futu you have until August 25, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Futu Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Futu Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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July 17th, 2026 – London, United Kingdom

ether.fi, the leading onchain neobank for digital asset management, has selected Nexus Mutual to provide crypto’s largest-ever ETH Slashing Cover.

The cover protects ether.fi‘s validators against up to 15,000 ETH worth of slashing penalties.

As ether.fi continues to see rapid adoption from both retail and institutional audiences, securing industry-leading protection against slashing risk for ether.fi users is critical. Over the last year, ether.fi has been systematically strengthening their stack across infrastructure, risk management, operational security and real-time defense systems. 

Since ether.fi operates one of the largest validator sets on Ethereum, slashing is a real tail risk for them. By working with Nexus Mutual, ether.fi has mitigated this with protection that kicks in to secure against validator losses. This cover was calculated to protect ether.fi in even the most extreme scenarios and represents more than all historical losses from ETH slashing combined.

“We’ve always believed the safest protocols will ultimately win. That’s why we’ve invested heavily in audits, operational security, staking architecture, and now the largest insurance program in the industry. We are excited to partner with Nexus Mutual to make this a reality,” said Mike Silagadze, Founder & CEO of ether.fi.“We’ve known the ether.fi team since before it was ether.fi, and they’ve been focused on risk from day one. Covering their users for up to 15,000 ETH in slashing penalties is a historic step, and we’re proud they chose Nexus Mutual to take it with them,” said Hugh Karp, Founder of Nexus Mutual.

About ether.fi

ether.fi is the leading onchain neobank for digital asset management. With $6B+ in AUM across Cash (crypto card), Stake (restaking), and Liquid (liquid restaking derivatives), ether.fi has established category dominance in crypto neobanking. It’s the rare institutional-grade product built for consumer adoption. 

About Nexus Mutual

Nexus Mutual is the first crypto insurance alternative. Since 2019, they have covered more than $7 billion against smart contract hacks, slashing, and other digital asset risks. As the industry leader, they have become a trusted partner for everyone from individuals to institutions to help manage onchain risk.

Contact Head of Marketing
Phil Johnston
Nexus Mutual
[email protected]

 

London, United Kingdom, July 17th, 2026, Chainwire

ether.fi, the leading onchain neobank for digital asset management, has selected Nexus Mutual to provide crypto’s largest-ever ETH Slashing Cover. The cover protects ether.fi‘s validators against up to 15,000 ETH worth of slashing penalties.

As ether.fi continues to see rapid adoption from both retail and institutional audiences, securing industry-leading protection against slashing risk for ether.fi users is critical. Over the last year, ether.fi has been systematically strengthening their stack across infrastructure, risk management, operational security and real-time defense systems. 

Since ether.fi operates one of the largest validator sets on Ethereum, slashing is a real tail risk for them. By working with Nexus Mutual, ether.fi has mitigated this with protection that kicks in to secure against validator losses. This cover was calculated to protect ether.fi in even the most extreme scenarios and represents more than all historical losses from ETH slashing combined.

“We’ve always believed the safest protocols will ultimately win. That’s why we’ve invested heavily in audits, operational security, staking architecture, and now the largest insurance program in the industry. We are excited to partner with Nexus Mutual to make this a reality,” said Mike Silagadze, Founder & CEO of ether.fi.

“We’ve known the ether.fi team since before it was ether.fi, and they’ve been focused on risk from day one. Covering their users for up to 15,000 ETH in slashing penalties is a historic step, and we’re proud they chose Nexus Mutual to take it with them,” said Hugh Karp, Founder of Nexus Mutual.

About ether.fi

ether.fi is the leading onchain neobank for digital asset management. With $6B+ in AUM across Cash (crypto card), Stake (restaking), and Liquid (liquid restaking derivatives), ether.fi has established category dominance in crypto neobanking. It’s the rare institutional-grade product built for consumer adoption. 

About Nexus Mutual

Nexus Mutual is the first crypto insurance alternative. Since 2019, they have covered more than $7 billion against smart contract hacks, slashing, and other digital asset risks. As the industry leader, they have become a trusted partner for everyone from individuals to institutions to help manage onchain risk.

SpaceX stock is at significant support. What’s pressuring SPCX? Engine Failures Force a Last-Second Starship AbortThe damage began during Thursday’s session when the stock shed 3.08% before sliding another 3.08% in after-hours trading to close at $127.07. The catalyst was a launch termination that came with mere seconds remaining on the countdown after four of Starship’s 33 Raptor engines refused to fire. The remaining 29 engines cut out automatically in response and ground crews began draining propellant from the vehicle shortly after.

Musk took to X to explain that two of the faulty engines would be pulled from the rocket entirely and swapped out before another window is attempted, with early next week identified as the earliest realistic opportunity for a second try.

The scrubbed mission had been carrying significant expectations. The test now waits for another day, pushing back a milestone that investors and the broader space industry have been watching closely.

SPCX’s Short-Term ChallengesZoom out and the longer‑term structure still looks constructive. Zoom in and the near‑term picture is under pressure. SPCX is trading 18.4% below its 20-day SMA $151.60, a clear sign that the latest leg higher has cooled and sellers have controlled the short window. It remains well above the 50-day SMA $87.01 and far above the 200-day SMA $39.28, which keeps the bigger trend bullish even if the stock is acting like it wants to test investor patience.

Momentum is driving the conversation. MACD is below its signal line and the histogram is negative, which signals fading upside thrust unless buyers can reassert control. The moving‑average stack still leans supportive over time with the 20-day SMA above the 50-day SMA and a June golden cross where the 50-day SMA moved above the 200-day SMA. Those conditions often encourage buy‑the‑dip behavior when pullbacks deepen.

Price action is not cooperating with textbook setups. The stock is now below the 52-week low $130.74 and well off the June peak at $225.64, so rebounds are likely to be treated as prove‑it rallies until SPCX can start reclaiming shorter‑term levels.

Key levels are straightforward. $135.82 is the first meaningful hurdle, sitting near the 20-day EMA and acting as a potential trend reset line after a sharp drop. On the downside, $126.30 is the immediate battleground, especially with price trading below the prior $130.74 zone. This area is where bulls may try to defend before the narrative turns more negative.

SPCX Shares Are DecliningSPCX Price Action: SpaceX shares were down 3.90% at $126.00 at the time of publication on Friday. The stock is trading at a new 52-week low, according to Benzinga Pro.

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SpaceX (NASDAQ:SPCX | SPCX Price Prediction) investors are watching retirement savings crater. One Reddit user put the pain bluntly: “So my Roth IRA is down 25 percent, I went and made a few options trades in Robinhood that also went the other way.”

That confession, posted to r/WallStreetBets and surfaced by Futurism on July 15, 2026, reveals the human cost of a fast-souring trade. The user disclosed they had leveraged their Roth IRA with SpaceX options calls at $160 and $145 strikes, a high-risk bet that wiped out several hundred thousand dollars of retirement savings.

How the SpaceX Stock Trade Unraveled SpaceX went public last month, pricing its IPO at $135 and opening at $150 in June 2026. Shares rocketed to an all-time high of $225 before reversing hard. As of July 15, the stock sat near $136, down roughly 40% from the peak and almost 9% over five trading days.

The decline has continued. As of July 17, market data shows SPCX trading around $124.03, after falling 5.4% on the day and about 14% over the past week. Anyone who bought near the top is now deeply underwater.

The Skeptics Were Already There On WallStreetBets, sympathy was sparse. “Crazy that people knew the insanely bloated valuation but still went long,” one user wrote, capturing the collective amnesia that grips hyped stocks on the way up.

Skeptics extended beyond Reddit. Reuters framed the sell-off as a “confidence test” for the IPO. Matthew Maley of Miller Tabak was direct: “It raises the narrative that the stock is up on fluff, on speculation, on froth, and not on real fundamentals.” Greg Halter of Carnegie Investment Counsel warned that early buyers hoping to “make a killing” would be disappointed.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and SpaceX didn't make the cut. Grab the names FREE today.

SpaceX priced at a multitrillion-dollar valuation despite losing billions per quarter, with much of its worth resting on Elon Musk’s vision of AI data centers in space and a city on Mars rather than current profitability. When a valuation leans that heavily on the future, sentiment drives the stock.

Why a Roth IRA Loss Cuts Deeper This episode illustrates a principle about using leverage and options inside a retirement account.

A Roth IRA is one of the most powerful tools an ordinary saver has because gains compound untaxed over decades. Contributions can be withdrawn without penalty, but turning the account into a venue for short-dated options on a newly public, pre-profit stock inverts its purpose. A loss inside a Roth is uniquely unforgiving: there is no capital loss to harvest, and selling a battered position permanently forfeits contribution room that can never be rebuilt.

The investor who watched a quarter of their retirement vanish is a warning. The hype around a company can be real, the technology revolutionary, and the stock can still hand a devastating loss, especially when a saver borrows against their own future to chase it.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and SpaceX didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise.

The wild ride for SpaceX shares has picked up momentum.

SpaceX (SPCX) stock hit a fresh post-IPO low on Friday morning, putting it on track for a sixth straight day of losses, after the company scrapped a rocket test flight late yesterday. Shares were recently down more than 5% at $124, a far cry from the highs above $225 set a month ago just days after the company’s record-breaking IPO.

Though SpaceX remains among the world’s most-valuable companies, the slump has trimmed its market capitalization to roughly $1.6 trillion from nearly $3 trillion last month.

Commenting on the planned Starship test flight in a post on X, CEO Elon Musk said late Thursday, “Some of the engines didn’t start, triggering an automatic launch abort.” He added that the next launch attempt could happen in a few days.1

There hasn’t been much for SpaceX investors to cheer about in recent weeks, even as the stock has been added to the Nasdaq 100 and other major stock indexes, and as Wall Street investors remain bullish on the prospects for the space exploration, connectivity and AI company. Most analysts have a “buy” recommendation on the stock, with their average price target above $290, according to Visible Alpha.

Investor sentiment has turned amid a broader downturn for AI stocks, while the upcoming expiration of lock-up agreements could add to the volatility. Those agreements, which are set to start expiring in August, keep initial shareholders from selling the stock.

Rexford Industrial (REXR) witnessed a jump in share price last session on above-average trading volume. The latest trend in FFO estimate revisions for the stock doesn't suggest further strength down the road.

Apple AAPL reclaimed its position as the world's most valuable publicly traded company on Friday after its market capitalization surpassed Nvidia's.

Apple shares climbed to an all-time high of $334.99, lifting the company's market value to approximately $4.88 trillion.

Nvidia shares fell more than 3% in early trading, reducing the AI chipmaker's market capitalization to about $4.84 trillion.

Nvidia had held the title of the world's most valuable company since June 2025, when it overtook Microsoft.

The chipmaker also became the first company to reach a $5 trillion market capitalization in October.

The two technology companies have taken different paths this year.

Apple shares have gained 22% in 2026, outperforming the broader market as investors responded positively to the company's artificial intelligence strategy and relatively modest capital spending model.

Nvidia, by comparison, has risen about 7% this year. The company's shares have lagged as investor attention shifted toward memory chips and data center infrastructure, benefiting companies such as Micron Technology and Sandisk.

Apple's return to the top of the market value rankings comes after the company was widely viewed as trailing many of its technology peers in the race to develop advanced artificial intelligence capabilities.

The milestone also arrives as Chief Executive Tim Cook prepares to hand leadership of the company to hardware executive John Ternus in September.

Last month, Apple introduced a long-delayed overhaul of Siri, positioning the upgraded digital assistant as a key component of its effort to narrow the gap with larger technology rivals and emerging AI-focused companies.

Some analysts believe Apple's installed base of iPhone users and the personal data stored on those devices could become a significant competitive advantage for its artificial intelligence strategy by enabling Siri to deliver more personalized and capable responses.

However, they also note that much of that data remains protected within Apple's operating systems because of the company's privacy policies, requiring Apple to find ways to leverage the information while maintaining those protections.

HSBC upgraded Apple to Buy from Hold on Friday and raised its price target to $366 from $260, implying approximately 10% upside from Thursday's closing price.

Analyst Nicolas Cote-Colisson said in a note to clients, "We believe that the launch of AI features and a strong product pipeline have the potential to drive a major upgrade cycle."

According to HSBC, Apple can continue benefiting from artificial intelligence through the upcoming expansion of Apple Intelligence, its AI platform for iPhone, iPad, and Mac users.

"Apple is now at an operational turning point: not only can the company stay away from the (too) high capex debate (it only invests 2.5% of its [estimated 2026] sales vs 39% for hyperscalers)…it is also well placed to leverage its 2.5 [billion] installed device base with its forthcoming revamped Apple Intelligence," Cote-Colisson wrote.

He added that the new agentic Siri AI is expected to launch later this year and could increase demand for Apple devices.

"This AI boost comes at the right moment, when we think Apple has one of its most innovative product pipelines in place," Cote-Colisson wrote.

The analyst also said Apple is expected to introduce its long-awaited foldable iPhone Ultra, alongside the iPhone 18 Pro and iPhone 18 Pro Max, later this year, developments that HSBC believes could further support demand for the company's products and its shares.

Apple Inc. is again the biggest company in the world after wresting the title from Nvidia Corp. Sarah Hunt of Alpine Saxon Woods says talks about the growth of Apple and the AI trade on "Bloomberg Open Interest." -------- More on Bloomberg Television and Markets Like this video?

The company is letting its Big Tech peers pony up for research and development and then is ready to swoop in to grab the best models when the dust settles.

Meta Platforms (META 3.07%) stock tumbled 5.3% through 11:20 a.m. ET Friday amid a tech sell-off that's dragging down the Nasdaq by about 1.5%. You can probably blame banker BMO for that.

Or at least for the Meta part of the sell-off.

Image source: Getty Images.

BMO is "meh" on Meta BMO analyst Brian Pitz reiterated his market perform (i.e., hold) rating and $720 price target on Meta stock this morning. That doesn't sound like bad news -- Meta stock trades below $630 per share, so a $720 PT suggests the stock could rise 14% over the next 12 months.

And yet, Pitz isn't telling investors to buy Meta stock. Why not?

On the one hand, the analyst likes Meta's efforts to launch a cloud computing business centered on artificial intelligence -- but he does have concerns about the cost. Meta's expected to spend $140 billion on capital investment this year, yet has precious little to show for the investment.

"META has the least visible AI ROI story," warns Pitz, even as governments globally threaten its core business by restricting use of Meta's core social media products in an effort to curb societal ills surrounding children.

Today's Change

(

-3.07

%) $

-20.40

Current Price

$

644.14

What's next for Meta The regulatory risk seems to me the biggest concern for Meta, as it threatens the company's cash cow -- the source of all the money Meta is currently pouring into AI investment. The good news is that, so long as this cow remains alive and kicking, Meta can afford the investment; free cash flow for the past 12 months was still a healthy $49.4 billion.

The better news is that if Meta ever ratchets back its AI spending, free cash flow could easily double to $100 billion or better. On a $1.7 trillion market cap, that could be enough to make Meta stock a buy.

Rich Smith has positions in Meta Platforms. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy.

Tesla Inc (NASDAQ:TSLA) is heading into its second-quarter earnings report with robotaxis doing most of the talking.

Bank of America reiterated its Buy rating on the stock and $460 price objective, pointing to the service's rapid expansion, a delivery number that blew past Wall Street estimates, and looming production milestones for the company's Optimus humanoid robot.

The bank said investor focus will center on the pace of robotaxi fleet scaling and new market launches. Tesla now operates in five markets following its July 3 launch in Miami, though its San Francisco service still requires a safety driver. Four additional markets are in preparation, compared with the company's original target of nine cities by the first half of 2026.

Tesla's Texas fleet has scaled quickly, adding more than 100 vehicles over the past month to reach 175, the fastest growth among the robotaxi operators Bank of America tracks. Safety data has remained compelling, with 22 incidents recorded through mid-June since the service's inception and no serious injuries or fatalities. A San Francisco pricing study the bank conducted in June found Tesla was 21% cheaper on average than Waymo, Uber and Lyft, though wait times ran three to four times higher, suggesting demand is outpacing supply.

On the core auto business, Tesla reported second-quarter deliveries of approximately 480,000 vehicles, above consensus estimates of about 406,000 and up 25% year-over-year. That compares with S&P forecasts for global battery electric vehicle sales growth of 15% year-over-year, suggesting Tesla gained roughly 95 basis points of BEV market share. U.S. share rose 50 basis points year-over-year to 46.1% in the quarter.

Bank of America also flagged upcoming updates on Optimus. Tesla is targeting initial production at Fremont for late July or August, around the same time as a possible Gen 3 reveal, with Giga Texas production expected around summer 2027. The bank expects a slow ramp but sees long-term opportunity, forecasting global humanoid shipments of 1.2 million units by 2030 and 10 million by 2035.

Beyond Optimus, the bank expects focus on energy storage following Tesla's agreement with NatPower for 25 GWh using its Megapack system. Tesla remains the leading battery energy storage systems company in the U.S., an area now drawing entrants including Ford, General Motors and BorgWarner.

Bank of America said Tesla is in the early stages of monetizing its autonomy capabilities, which it views as the most significant change agent in the shift toward autonomous, electric transportation.

Uber Technologies Inc (NYSE:UBER, XETRA:UT8)'s planned acquisition of Delivery Hero (XETRA:DHER, OTCQX:DLVHF) could strengthen its cross-platform strategy and create additional opportunities to grow customer engagement, according to Jefferies, which highlighted the strategic benefits of the $14.8 billion transaction.

Jefferies wrote that the combination could increase the value of Uber One and expand cross-selling opportunities across additional delivery markets. The analysts noted that the deal is expected to nearly double the number of markets where Uber offers both mobility and delivery services, increasing those markets from 34 to 58.

The acquisition is expected to add more than 35 million Delivery Hero (XETRA:DHER, OTCQX:DLVHF) users and more than 15 million Uber mobility users located in markets where both services are available. Jefferies highlighted that customers using both Uber mobility and delivery products are more valuable to the company, generating three times more bookings and profits than single-product users. The analysts also noted that cross-platform engagement can serve as a more efficient customer acquisition channel, with costs approximately 50% lower.

Jefferies wrote that Uber’s expected $1.2 billion in run-rate synergies by the end of 2027 should enhance the financial contribution of the deal. The analysts noted that savings are expected to come primarily from deploying a common technology platform and reducing localized headcount outside Berlin.

The analysts also highlighted Uber’s expectation that the integration process will be relatively straightforward, as Delivery Hero will use existing Uber Eats technology rather than requiring a costly, multi-year technology overhaul.

Jefferies estimated that the transaction implies a valuation of roughly eight times 2027 enterprise value to EBITDA after including expected synergies, compared with about 11 times for Uber and 18 times for DoorDash.

While some investors have raised concerns that the acquisition could signal a more aggressive M&A strategy from Uber, Jefferies wrote that the company’s decision not to pursue additional large-scale acquisitions in the coming years should help address those concerns. The analysts noted that Uber remains focused on integrating Delivery Hero while maintaining its existing capital allocation priorities, including investment in its core businesses, autonomous vehicle development and share repurchases.

Jefferies added that Uber continues to have flexibility through more than $10 billion in annual free cash flow and selective divestitures of minority equity stakes, while maintaining its goal of returning roughly 50% of rolling 12-month free cash flow through share repurchases.

Shares of Uber traded down about 3% on Friday at $72, down almost 12% so far this year.

© 400tmax / iStock Unreleased via Getty Images

I keep adding to my position in Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and the July 22 earnings report will reinforce the trade. What earns my capital, quarter after quarter, is one specific proof point: Google Cloud has quietly turned into the fastest-growing hyperscaler on Earth, and the market is still pricing this company like a search company with an AI problem rather than an AI company with a search franchise attached.

The Cloud Number That Keeps Me Buying In Q1 2026, Google Cloud revenue grew 63% year-over-year to $20 billion, while Microsoft Azure grew 40% and Amazon AWS grew 28% over the same period. That gap is the whole thesis in one line. Backlog nearly doubled sequentially to $462 billion, and CFO Anat Ashkenazi told investors “just over 50% of the backlog” converts to revenue over the next 24 months. Revenue from products built on Alphabet’s generative AI stack, meanwhile, grew nearly 800% year-over-year. This is enterprise AI at scale, sold by the only vendor that owns the silicon, the models, and the distribution.

Cloud operating income tripled to $6.6 billion, with segment margin expanding to 32.9% from 17.8%. High-margin growth is the phrase I keep circling in my notes.

The Rest of the Business Is Keeping Pace Consolidated revenue hit $109.90B, up 21.8% year-over-year, with operating margin at 36.1%. EPS of $5.11 versus a $2.63 estimate was the fourth consecutive EPS beat. Search revenue grew 19% to $60.4 billion with queries at an all-time high. And 350 million paid subscriptions gives me a recurring-revenue base that did not exist five years ago. The company just raised the dividend 5% to $0.22 per share, which is still a token yield, but the direction of travel matters.

Why Not Microsoft or Amazon I own the other names too. I am not buying them here. Microsoft’s Azure is growing at 40%, and Amazon’s AWS at 28%. Both are excellent businesses. Neither is compounding cloud revenue at 63%, and neither trades at Alphabet’s forward multiple. GOOGL sits at a forward P/E of 25 with return on equity of 38.9%. That is a growth-cloud business priced like a mature ad platform. I will take that mispricing every time.

The Risk I Actually Take Seriously Capex more than doubled, up 107.44% year-over-year to $35.67B, pushing free cash flow down 46.63%. Full-year 2026 capex guidance now sits at $180 billion to $190 billion, and management expects 2027 CapEx to significantly increase. If AI demand softens, this spend becomes a stranded asset conversation. What holds the thesis together for me is that Cloud is “compute constrained” at these growth rates. You do not spend $185 billion when demand is a mystery. You spend it when the backlog is $462 billion and doubling.

The Forward Case Analyst consensus sits at 57 buys, 7 holds, zero sells against a target of $431.72. The stock is up 94.28% over the past year and still trades below its 52-week high of $408.37. I am buying a compounder that owns the full AI stack, prints $45.79 billion in quarterly operating cash flow, and just raised its dividend for the second time. The July 22 report is a checkpoint on a position I intend to keep adding to for years.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Alphabet shares currently trade at $354.46 while Wall Street’s consensus analyst price target sits at $431.72, a gap of roughly 21.8% between current price and fair value.

Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is the parent of Google Search, YouTube, Google Cloud, Waymo, and the Gemini family of AI models. Wall Street focuses on whether Search can defend itself against generative AI and whether Google Cloud can monetize a $460 billion backlog fast enough to justify a $175 to $185 billion 2026 capex bill.

Alphabet just delivered its strongest quarter in years, yet the stock trades below where nearly every covering analyst thinks fair value sits. One outlier bull has a $515 target that would imply roughly 45% upside from here.

The Selloff That Reopened the AI Brain Drain Debate GOOGL fell 4.44% in the most recent session, closing at $354.46 after opening near $373. The trigger was a report that Google’s Gemini 3.5 Pro model is running months behind schedule, reviving concerns that top AI talent has slipped to Anthropic, OpenAI, and xAI.

Two departures fuel the narrative: Gemini co-lead Noam Shazeer returning to OpenAI after briefly rejoining Google via the Character.ai deal, and Nobel laureate John Jumper leaving DeepMind for Anthropic. Combined with increased DOJ scrutiny of search and advertising dominance and a capex outlook that cut free cash flow by 46.63% year over year in Q1 FY2026, the reaction was sharp relative to peers.

Why the $515 Target Holds Analysts maintained their targets because the underlying business accelerates. Q1 FY2026 EPS came in at $5.11 versus a $2.63 estimate, a 94.10% beat, the fourth straight quarter clearing consensus. Revenue rose 21.8% to $109.90 billion. Google Cloud grew 63% to $20.03 billion and its backlog nearly doubled quarter over quarter.

The $515 case rests on two arguments. First, Alphabet’s $2.7 billion Character.ai licensing agreement demonstrated financial and strategic flexibility to rapidly inject top-tier tech and talent back into its ecosystem. Second, the full-stack moat from custom TPUs to Gemini to distribution across Search, YouTube, and Android is difficult for departing researchers to rebuild elsewhere. Boone does not dismiss the competition. He actively tracks executive and researcher movements as a core risk to his thesis.

Of 64 covering analysts, 14 rate GOOGL Strong Buy, 43 Buy, 7 Hold, with zero Sell or Strong Sell ratings. Recent action has skewed bullish: Wedbush initiated coverage with a $671 target, the most aggressive on the Street, and BofA raised its 2026 and 2027 estimates citing an expected 70% Cloud growth print in Q2. Warren Buffett publicly confirmed he personally initiated Berkshire’s Alphabet stake, though he flagged AI capex as the primary risk to monitor.

How Microsoft, Meta, and Amazon Stack Up The mega-cap AI cohort moved in different directions. GOOGL fell 4.44% while Microsoft (NASDAQ:MSFT) rose 1.38%, and Amazon (NASDAQ:AMZN) fell 1.99%. Alphabet stood out as the loser.

Microsoft trades at $401.10 against a consensus target of $558.66, implying roughly 39% upside. Shares are down 16.69% YTD, the worst in the group. Of 57 covering analysts, 54 rate it Buy or Strong Buy, with revisions largely stable through the drawdown.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.

Meta Platforms (NASDAQ:META) trades at $664.54 versus an $826.63 target, roughly 24% upside. Shares are essentially flat YTD. 57 of 63 analysts rate it Buy or Strong Buy, though a $125 to $145 billion 2026 capex guide has weighed on sentiment.

Amazon trades at $249.89 against a $314.35 target, roughly 26% upside. 62 of 66 analysts rate it Buy or Strong Buy, supported by AWS re-accelerating to 28% growth in Q1 FY2026.

The largest analyst-implied upside sits with Microsoft near 39%, ironically the peer with the worst YTD performance. GOOGL’s roughly 22% implied upside is the smallest of the four, reflecting that Alphabet has already re-rated meaningfully higher this year while peers have not.

Where the Stock Stands Now GOOGL currently trades at $354.46 against an average target of $431.72 from 64 analysts, an implied upside of roughly 21.8%. Analyst targets are one data point, not a guarantee.

Shares are up 13.39% YTD, comfortably ahead of the S&P 500’s 10.09% YTD gain, despite the recent one-day drop. Over one year, GOOGL is up 94.28% against 20.27% for the S&P 500. Trailing P/E sits at 28, forward P/E at 25, on TTM EPS of $13.09.

The Case for Alphabet at $354 The bull case rests on Cloud converting its $460 billion backlog into revenue at a pace justifying 2026’s capex, and on management buying talent faster than it loses it. Search reaccelerating to 19% growth is the fact the brain drain thesis must explain away.

The bear case argues Gemini delays are structural, DOJ remedies force meaningful business changes, or 2026 capex compresses free cash flow for longer than one or two quarters.

Consensus points to about 22% upside, fundamentals are accelerating, and the brain drain narrative has yet to show up in the numbers.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Artificial intelligence has turned from a software race into an infrastructure arms race. The companies building the biggest AI models are discovering that chips, data centers, and electricity are becoming the limiting factors — not customer interest. 

A company spending billions because demand is weak is a warning sign. One that does so because it cannot build capacity fast enough to satisfy customers is a very different story. That appears to be the challenge facing Alphabet’s (NASDAQ:GOOG | GOOG Price Prediction) Google. The company is not struggling to find buyers for AI services; it just can’t produce enough computing power to serve them.

Google’s AI Spending Is Accelerating Faster Than Expected Google is keeping its foot on the AI spending pedal. In Q4 2025, it said capital expenditures would reach $175 billion to $185 billion this year. The market questioned whether the company was spending too aggressively, as it nearly doubled Google’s 2025 spending. Investors feared Big Tech’s AI investments could become a costly spending race.

One quarter later, though, Google reported $35.7 billion in capex during Q1 alone. Instead of slowing down, management raised its full-year capex forecast to $180 billion to $190 billion. The reason was simple: demand exceeded supply. During the earnings call, CEO Sundar Pichai said Google Cloud revenue would have been higher if the company had enough capacity to meet customer demand.

It means Google is not building infrastructure and hoping customers will appear. They are already here — and they are waiting.

A $462 Billion Backlog Shows AI Demand Is Real The clearest evidence is sitting inside Google Cloud’s $462 billion backlog, which nearly doubled in a single quarter. Management expects more than 50% of that backlog to convert into revenue within 24 months. For comparison, Google Cloud generated $43.2 billion in revenue during 2025. The backlog represents more than 10 times that annual revenue base.

The size of enterprise commitments is also expanding. Google said the number of billion-dollar-plus cloud deals signed in 2025 exceeded the combined total from the previous three years. Google’s problem is not finding AI customers. It is keeping up with them.

Google is trapped in a $462B backlog race where chips and power are the ultimate limiting factors—forcing a massive $190B infrastructure surge. © 24/7 Wall St. Internal AI Demand Is Adding More Pressure Bloomberg reported Google delayed the launch of Gemini 3.5 Pro as engineers struggled to meet internal performance goals. It also highlighted an unusual challenge: Google’s own employees are becoming major consumers of AI compute.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.

The company required that engineers use AI tools to help generate code. That initiative is designed to improve productivity, but it also increases demand for the same computing resources Google sells to outside customers. In other words, Google is competing with itself for GPUs.

That creates a rare situation. A company running out of AI capacity for its own engineers while holding a $462 billion cloud backlog does not have a reason to cut spending. In fact, it may need to spend even more.

Granted, there are risks. AI infrastructure spending requires enormous upfront investment, and returns will depend on whether enterprise demand remains strong enough to justify the cost. The industry has not yet reached the point where every AI dollar spent guarantees a dollar earned.

That said, Google’s current constraint is the type investors generally want to see: too much demand rather than too little.

Key Takeaway In short, Google’s rising capex is not simply a spending story. It is a capacity story. The company has enterprise customers waiting on a $462 billion backlog, but its own engineers are consuming more AI resources. Management is raising spending because the existing infrastructure cannot keep pace.

The question for investors is not whether Google can find demand for AI. It may be whether it needs to spend even more money on infrastructure while simultaneously building faster the capacity it has already contracted for. It’s not necessarily a bad problem to have.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Alphabet Inc. (“Alphabet” or the “Company”) (NASDAQ: GOOG) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON ALPHABET INC. (GOOG), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On July 16, 2026.

Zoox has issued a software recall after one of its robotaxis struggled to navigate a smoke-filled emergency fire scene in June.

The Amazon-owned company said Friday that it has shipped to its fleet of 105 vehicles a software update that should address the issue. Zoox told TechCrunch in a statement that the software update “enhances the existing capability of detecting active [emergency] scenes by adding the ability to detect and respond to heavy smoke in certain situations.”

Nobody was on board the vehicle during the June incident, and Zoox told the National Highway Traffic Safety Administration (NHTSA) that it is not aware of injuries associated with the problem. The NHTSA’s report doesn’t state where the June incident took place, and Zoox declined to say.

Zoox’s recall comes just a week after NHTSA administrator Jonathan Morrison sent a letter to self-driving car companies warning them to stop interfering with first responders.

“Let me be clear: the inability to detect and appropriately respond to such situations represents a functional insufficiency,” he wrote. “Emergency scenes are not rare or extreme ‘edge cases.’ As such, NHTSA is today issuing a call to action for AV developers and operators to immediately focus their resources on fixing this issue.”

TechCrunch previously reported on how Waymo has had repeated run-ins with first responders as it expands into new cities. The company had at least six incidents as of March of this year in which first responders had to physically move robotaxis from an emergency scene.

NHTSA said in its report describing the recall that, on June 20, a Zoox robotaxi “encountered heavy smoke that obscured an active emergency fire scene that was not cordoned off with cones.” The Zoox vehicle “braked hard while attempting to steer away before coming to a stop.” A Zoox teleoperator was able to reverse the vehicle away from the scene, allowing first responders to place traffic cones.

Zoox told NHTSA that it conducted an investigation to determine the root cause and identify any similar incidents. The company said “this is the only event of this kind that Zoox has experienced,” and that through late June and early July, it had multiple conversations with the safety regulator about the “severity, frequency, and root causes.” Zoox decided to issue the recall on July 7, one day before Morrison’ letter.

This is not Zoox’s first recall. The company voluntarily recalled the software on its vehicles in March 2025 to resolve a hard-braking issue that NHTSA had been investigating since 2024. It issued two more recalls in May 2025 after a collision with a passenger car, and an incident where a Zoox vehicle was struck by an e-scooter rider.

Zoox has been steadily expanding its testing to new cities, and is offering free rides in Las Vegas and San Francisco, ahead of a planned commercial launch. That launch is dependent on the NHTSA granting the company an exemption to certain Federal Motor Vehicle Safety Standards, because Zoox’s robotaxis don’t have a steering wheel or pedals. The NHTSA also recently proposed removing the brake-pedal requirement for vehicles that are built to be fully autonomous.

This story has been updated with a statement from Zoox.

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Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.

You can contact or verify outreach from Sean by emailing [email protected] or via encrypted message at okane.01 on Signal.

For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Amazon (AMZN - Free Report) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.

Amazon is one of 187 individual stocks in the Retail-Wholesale sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Amazon is currently sporting a Zacks Rank of #2 (Buy).

Over the past 90 days, the Zacks Consensus Estimate for AMZN's full-year earnings has moved 0.8% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.

Our latest available data shows that AMZN has returned about 8.3% since the start of the calendar year. Meanwhile, the Retail-Wholesale sector has returned an average of 2.7% on a year-to-date basis. As we can see, Amazon is performing better than its sector in the calendar year.

Another stock in the Retail-Wholesale sector, Brinker International (EAT - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 29.2%.

Over the past three months, Brinker International's consensus EPS estimate for the current year has increased 0.9%. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, Amazon belongs to the Internet - Commerce industry, which includes 35 individual stocks and currently sits at #170 in the Zacks Industry Rank. Stocks in this group have gained about 2% so far this year, so AMZN is performing better this group in terms of year-to-date returns.

On the other hand, Brinker International belongs to the Retail - Restaurants industry. This 36-stock industry is currently ranked #188. The industry has moved +2.2% year to date.

Investors with an interest in Retail-Wholesale stocks should continue to track Amazon and Brinker International. These stocks will be looking to continue their solid performance.

Apple (NASDAQ: AAPL | AAPL Price Prediction) and Amazon (NASDAQ: AMZN) just posted quarters that read like philosophical opposites.

NEW YORK, July 17, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Microsoft Corporation (NASDAQ: MSFT).

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

CONTACT US HERE:

https://securitiesclasslaw.com/securities/microsoft-corporation-loss-submission-form/?id=194333&from=3

CLASS PERIOD: May 1, 2025 to January 28, 2026

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (a) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (b) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (c) Microsoft needed to increase by billions of dollars its capital expenditures and divert GPU and CPU capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related R&D; and (d) as a result of (a)-(c) above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and the Company’s Copilot offerings had lost market share to rival products, a trend that was increasing.

DEADLINE: August 11, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/microsoft-corporation-loss-submission-form/?id=194333&from=3

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of MSFT during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 11, 2026. There is no cost or obligation to you to participate in this case.

WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903