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New York, New York--(Newsfile Corp. - July 15, 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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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303318

Source: Bronstein, Gewirtz & Grossman, LLC

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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?

Let's take a look at what these Wall Street heavyweights have to say about Powell Industries (POWL - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

Powell Industries currently has an average brokerage recommendation (ABR) of 2.00, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by six brokerage firms. An ABR of 2.00 indicates Buy.

Of the six recommendations that derive the current ABR, three are Strong Buy, representing 50% of all recommendations.

Brokerage Recommendation Trends for POWL

Check price target & stock forecast for Powell Industries here>>>

The ABR suggests buying Powell Industries, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Should You Invest in POWL?In terms of earnings estimate revisions for Powell Industries, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $5.47.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Powell Industries. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Powell Industries.

Canaccord Genuity (TSX:CF, LSE:CF) has initiated coverage of Scottish Mortgage Investment Trust PLC (LSE:SMT) with a 'hold' rating, warning that SpaceX now dominates the portfolio to an uncomfortable degree.

Analyst Iain Scouller said the rocket company accounted for 28% of net assets at 30 June, once the trust's 8% balance sheet leverage is taken into account.

He suggested investors who now view their holding as outsized after strong share price gains could top-slice their positions.

The shares trade at 1446p against a net asset value of 1538p, a discount of about 6%.

Canaccord thinks a discount of 5% to 10% is reasonable given the risk and reward attached to private companies and the potential volatility from the large SpaceX position.

The trust has performed strongly, with the share price up 38% and net asset value up 36% over the year to 13 July.

SpaceX contributed 14.9% to absolute performance over the year to 31 March, just over half the 27.4% net asset value return.

Its valuation rose by £1.91 billion to £2.98 billion, equivalent to 79% of the £2.43 billion total increase in fair value across the private portfolio.

Almost all of that gain remains unrealised. The realised gain over the year was just £0.8 million.

Beneath the SpaceX number, the private portfolio was mixed, with 21 investments falling in value and only 14 rising.

Scouller scored the trust's 126-page accounts eight out of 10, praising improved disclosure on unlisted holdings following a Financial Reporting Council thematic review.

He would like to see a vintage year breakdown for private investments, more detail in regulatory announcements when valuations change, and industry classifications for each holding.

SpaceX is currently classified as an industrial rather than a technology company, which helped lift the industrials weighting to 29% from 17%.

Canaccord noted the trust applies a typical 10% illiquidity discount to unlisted valuations, and a further 10% for execution risk where a transaction has yet to close.

The cost of debt is low at 3.6%, up from 3.1%, helped by long-dated debentures issued in 2020 and 2021 at rates below 3%.

Gearing fell to 11% of net asset value from 13%.

Scottish Mortgage spent £3.1 billion buying back 318.6 million shares, or 22% of share capital, over the two years to 15 March 2026.

The board has reviewed the fee structure and rejected a performance fee, with the ongoing charge ratio at 0.33% of net assets.

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One of the largest IPOs in history closed in June, drawing more than $300 billion in orders for $75 billion of shares sold, an oversubscription of roughly 4x. Wall Street called it a moonshot. The bond market, quietly, called it something else. As Bloomberg Opinion columnist Nir Kaissar argued in “SpaceX Is Junk. That’s What the Bond Market Says” (July 7, 2026), credit investors are pricing SpaceX (NASDAQ:SPCX) debt as if the rating label were fiction.

The Rating Says Investment Grade. The Spread Says Otherwise. All three major agencies placed SpaceX in investment grade in ratings actions announced June 18, 2026: S&P at BBB (stable), Moody’s at Baa1 (stable), and Fitch at BBB+ (stable). Average that trio and you land on BBB, the lowest rung of investment grade.

Yet as of early July, Kaissar noted, SpaceX bonds traded at an average credit spread of 1.62 percentage points over Treasuries, while average BBB corporates traded at 0.92 points and average BB (junk/high-yield) bonds at 1.55 points. SpaceX debt clears wider than the junk average. Buyers are demanding a risk premium the label does not require.

The Curve Tells the Real Story Kaissar’s maturity breakdown sharpens the argument. The 5-year paper trades at a 1.18-point spread. The 30-year (2056) paper stretches to 1.99 points. The rating stays flat at BBB across every maturity. Near term, creditors accept the story. Push out to 2056 and they are pricing something closer to speculative.

That matters. Junk-rated bonds default meaningfully more often than investment-grade issues, and many pensions and insurers are mandated to avoid speculative debt. If the label ever catches down to the spread, forced selling could follow.

What the Raters Are Nervous About The fundamentals explain the caution. S&P projects negative free cash flow through 2029. Moody’s expects strong revenue and earnings growth through 2028, powered by Starlink, which reported 12 million subscribers as of early June 2026, but flags governance risk tied to SpaceX’s controlled ownership structure and Elon Musk’s concentrated voting power, which limits independent board oversight. Starlink is carrying the company while the AI and X unit posted a large operating loss. SpaceX floated $25 billion in public debt around the IPO.

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With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX investor before the July 16 deadline.

The Equity Market Is Telling a Different Story Equity investors are looking past it. The stock trades at more than 100x sales, roughly 30x the S&P 500’s multiple, on a market cap of about $1.05 trillion. The pitch is the S-1’s mission language: “to make life multiplanetary,” “to extend the light of consciousness to the stars,” “to understand the true nature of the universe,” and “to build a base on the Moon and cities on other planets.”

Even the stock is cracking. Shares closed at $138.29 on July 14, 2026, down roughly 15.45% over the past month and about 8.96% over the past week, well off the post-IPO peak above $225.

A 2008 Echo Worth Remembering Kaissar frames the analogy carefully. Ahead of the 2008 crisis, AAA-rated mortgage bonds saw spreads widen well before the downgrades arrived, with some AAA mortgage bonds trading up to 1 percentage point wider than similarly rated corporate debt. Bond markets have been right before when spreads and ratings diverged. That is historical context for how bond markets can front-run ratings.

What to Watch For retail investors, the split screen is the point. The equity is a bet on Musk’s decades-long vision. The bond market is a real-time referendum on the balance sheet, and it is harder to hype. Keep an eye on the long-dated spreads. If the 30-year gap keeps widening while the BBB label holds, the credit desk will have said its piece long before the rating agencies do.

Meet America's Newest $1b Unicorn (Sponsor) A US startup just passed a $1 billion private valuation, joining billion-dollar private companies like OpenAI and ByteDance. Unlike those other unicorns, you can invest in EnergyX right now; but only until July 16.

Over 50,000 people already have, along with global giants like General Motors and POSCO.

Here's why there's so much interest: EnergyX's patented tech can recover up to 3X more lithium than traditional methods. That's a big deal, as demand for lithium is expected to 5X current production levels by 2040. Become an early-stage EnergyX shareholder before the 7/16 investment deadline.

Contact [email protected] for any questions or corrections.

WASHINGTON, DC - JULY 2: A SpaceX logo on a space suit is displayed at an exhibit at The Great American State Fair on July 2, 2026 in Washington, DC. (Photo by Kevin Carter/Getty Images)

Getty Images

This article was written by Doug Nathman, with research by his team at Trefis.

Starship serves as the cornerstone of the SpaceX (SPCX) investment narrative, with the next critical milestone approaching swiftly. Without Starship, Will SpaceX Stock Collapse?

SPCX has struggled since its launch on June 12. The share price has dropped approximately 30% from its peak following the debut, finishing at $138 on Monday, inching closer to its IPO price of $135. The thirteenth test flight of Starship, scheduled for as soon as Thursday, July 16, might be the turning point for this situation, for better or worse.

The Importance Of This FlightAlthough SpaceX has already established profitable ventures in Starlink and launch services, a significant portion of the investment case hinges on a critical economic challenge: the expense of launching mass into orbit remains prohibitive for most of its ambitious expansion markets. Orbital AI data centers, next-gen Starlink deployment, lunar logistics – these remain unimpeded by technology but constrained by economic factors.

Starship represents SpaceX’s solution to this dilemma. The rocket is six to eight times the size of Falcon 9, and with greater payload capacity per flight, it can reduce costs per kilogram significantly. Currently, Falcon 9 launches cost about $2,720 per kilogram. Starship aims to lower that to below $100 per kilogram, achieving a 27x decrease, but this is only feasible with over 70 launches per vehicle and minimal refurbishment between missions. Neither of these conditions has been verified at scale so far, and SpaceX reported a $4.9 billion loss in 2025 against an approximate $3 billion investment in Starship R&D. Flight 13 will be suborbital, not a revenue-generating event, but it will serve as a crucial indicator of whether this launch frequency can be realized.

Issues Experienced During Flight 12 And Critical IndicatorsFlight 12 took place on May 22 and generally proceeded successfully. It marked the introduction of the enhanced Starship V3, featuring a more powerful engine and new refueling equipment. However, two issues arose after the booster detached from the spacecraft. It veered off course instead of maintaining a straight trajectory, and five of its engines failed to reignite for the flight back home. SpaceX has stated that both issues have been resolved, and the FAA has approved Flight 13 to proceed.

Investors should keep an eye on several critical indicators:

Will the booster remain stable after separation? A steady, controlled trajectory would suggest that the tumbling issue has been addressed.

Will the engines relight properly? A successful reignition for the return journey would confirm that the second issue has also been resolved.

Will Starship successfully deploy its satellites? This flight will carry 20 next-gen Starlink satellites, marking the first attempt by Starship in this capacity. A successful deployment would signify Starship's initial genuine step towards revenue generation.

Opportunities Presented By StarshipStarship has the potential to open various new markets.

Starlink deployment: SpaceX’s next-generation V3 Starlink satellites are too large for Falcon 9, positioning Starship as the main launch vehicle for the constellation. This represents the most imminent demand driver, supplying Starship with an inbuilt client poised to maintain a high launch frequency from the beginning.

Lunar and deep-space logistics: NASA has designated Starship as the Human Landing System for the Artemis program, and significantly reduced launch costs could render lunar cargo transport, lunar infrastructure developments, and deep-space missions much more economically viable.

Orbital infrastructure: SpaceX’s IPO documentation highlights orbital data centers and other large-scale space infrastructure as potential future markets. Should Starship fulfill its economic promises, it could facilitate an entirely new class of space-based infrastructure that is unfeasible under current launch costs. See The Radical Bet At The Heart Of SpaceX’s $1.75 Trillion IPO

As SpaceX’s valuation increasingly reflects potential opportunities in markets that are not yet fully realized, it becomes ever more critical to balance speculative investments with established, revenue-generating businesses. A disciplined approach to portfolio management enables you to maintain your investments while mitigating the effects of market shocks.

Achieving consistent outperformance relative to the market is challenging, but the Trefis High Quality (HQ) Portfolio is structured to make this goal more attainable. The HQ strategy has persistently outperformed its market benchmark since inception, yielding cumulative returns exceeding 105 percent.

The New Year's eve ball ascends on the day of SpaceX's initial public offering (IPO) in New York City, U.S., June 12, 2026. REUTERS/Brendan McDermid/File Photo Purchase Licensing Rights, opens new tab

CompaniesJuly 15 (Reuters) - SpaceX shares dropped below their initial public offering price on Wednesday, a first for the company, just over a month after a frenzy over the rockets-to-AI firm powered the biggest ​IPO ever and made Elon Musk the world's first trillionaire.

Its shares (SPCX.O), opens new tab slid 2.7% to $132.5, falling ‌below the $135 apiece IPO price and well below the all-time high of $225.64, which propelled the company's market valuation briefly above those of Silicon Valley giants Microsoft (MSFT.O), opens new tab and Amazon (AMZN.O), opens new tab.

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Many contended the stock's rally was likely vulnerable to reversals, given ​SpaceX's $4.9 billion in net losses last year and the uncertainty over the firm's prospects as ​well as the stock valuations that might hold across the market at a ⁠time when inflation has been rising, putting the Fed's policymakers on notice.

The decline leaves investors who ​bought into the company at the IPO price sitting on paper losses for the first time, potentially ​testing confidence in the stock.

It also offers a reminder that Wall Street enthusiasm can cool quickly, even for a company with the size and scale of SpaceX, which raised around $85.7 billion and fetched a valuation of around $2.1 trillion at ​the end of its first trading day.

It is not uncommon for a stock to fall below ​the IPO price, especially during periods of broader market stress.

Wall Street's main indexes have been under pressure in recent ‌weeks due ⁠to uncertainty around the U.S. Federal Reserve's interest rate path and concerns about the durability of the rally powered by AI winners such as chipmakers.

Still, the drop may bolster critics who had argued that SpaceX's valuation was stretched, as the company was unprofitable and many of its ambitious bets were still untested.

Investors ​would find better entry points ​after the first ⁠wave of excitement had faded, some analysts had warned before the IPO.

The reversal also underscores the risks of chasing momentum, and the limits of a ​valuation driven more by narrative than near-term fundamentals.

The stock's addition to prestigious indexes, ​such as ⁠the tech-heavy Nasdaq 100 (.NDX), opens new tab, did little to reignite the buying. SpaceX's shares have dropped nearly 13% since they were included in the Nasdaq 100.

The focus now shifts to the company's first results after listing. SpaceX has not ⁠yet disclosed ​when it plans to do it, but has said they ​will be released only through its website and its social media account on X, and not through wire distribution services.

Reporting by ​Niket Nishant, Shashwat Chauhan and Johann M Cherian in Bengaluru; Editing by Sriraj Kalluvila and Pooja Desai

Our Standards: The Thomson Reuters Trust Principles., opens new tab

AAPL's 20% three-month rally rides on iPhone 17 demand, record Services revenues and AI, but valuation and rising memory costs cloud further upside.

Meta Platforms (META - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this social media company have returned +10.1% over the past month versus the Zacks S&P 500 composite's +1.6% change. The Zacks Internet - Software industry, to which Meta Platforms belongs, has gained 11.6% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Meta Platforms is expected to post earnings of $7.09 per share for the current quarter, representing a year-over-year change of -0.7%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.3%.

For the current fiscal year, the consensus earnings estimate of $33.03 points to a change of +40.6% from the prior year. Over the last 30 days, this estimate has changed +0.3%.

For the next fiscal year, the consensus earnings estimate of $35.11 indicates a change of +6.3% from what Meta Platforms is expected to report a year ago. Over the past month, the estimate has changed +0.3%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Meta Platforms.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Meta Platforms, the consensus sales estimate of $60.2 billion for the current quarter points to a year-over-year change of +26.7%. The $253.27 billion and $303.91 billion estimates for the current and next fiscal years indicate changes of +26% and +20%, respectively.

Last Reported Results and Surprise HistoryMeta Platforms reported revenues of $56.31 billion in the last reported quarter, representing a year-over-year change of +33.1%. EPS of $7.31 for the same period compares with $6.43 a year ago.

Compared to the Zacks Consensus Estimate of $55.49 billion, the reported revenues represent a surprise of +1.47%. The EPS surprise was +8.94%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Meta Platforms is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Meta Platforms. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is facing a lawsuit from 26 employees who allege the company used artificial intelligence tools and automated workplace metrics to select workers for mass layoffs, with the plaintiffs claiming the process disproportionately affected employees who had taken protected medical, parental or family leave.

The lawsuit, filed in federal court in Oakland, California, claims Meta relied on AI-assisted performance rankings, activity tracking data and internal “AI token usage” dashboards to evaluate employees during a workforce reduction process. The plaintiffs allege these systems failed to account for periods when workers were unable to generate certain productivity metrics while on approved leave.

According to the complaint, Meta used a combination of performance scores, productivity data and internal AI adoption measurements to rank employees for termination. The plaintiffs claim workers on disability, maternity or other protected leave were effectively penalized because those periods reduced the data available to the company’s evaluation systems.

The case relates to Meta’s planned workforce reductions involving about 8,000 employees earlier this year. The plaintiffs allege the company used automated systems to identify employees for termination rather than relying solely on managers’ assessments of individual performance.

The lawsuit includes claims from workers who were on approved leave when they were notified of their layoffs. One plaintiff, a scientist, alleges she was informed of her termination shortly before giving birth, while another engineer claims his rating was lowered after taking time off for an injury. A manager also alleges he was dismissed while on medical leave.

The employees are asking the court to pause the planned terminations, which are scheduled to begin on July 22, and are seeking an independent audit of Meta’s AI tools. They are also seeking potential damages, including lost compensation, equity and benefits.

Meta disputed the allegations, stating that the lawsuit’s claims “lack merit” and that workforce and organizational decisions are made by people, not AI.

The plaintiffs also raised concerns about Meta’s internal employee-monitoring program, which they claim collected workplace activity data, including device usage and productivity-related metrics. Meta previously paused the initiative following employee criticism and a petition signed by more than 1,600 workers citing privacy concerns.

Shares of Meta traded up 4% at $684 on Wednesday afternoon.

Key Takeaways SPCX is now Musk's primary wealth driver as its valuation, launch leadership and Starlink expand.Reusable rockets and frequent missions give SpaceX a commanding share of commercial launches.Starlink's recurring revenue and SpaceX's AI infrastructure push broaden its long-term growth base. For years, Tesla Inc. (TSLA - Free Report) has been the crown jewel of Elon Musk's businesses. The electric vehicle (EV) pioneer had revolutionized the auto industry with its innovations and generated enormous wealth for shareholders, becoming the golden goose of Musk's sprawling empire.

But the narrative is gradually beginning to shift.

Space Exploration Technologies Corp. (SPCX - Free Report) has rapidly emerged as one of the world's most valuable business enterprises, driven by the success of its reusable launch business and the explosive growth of Starlink, its satellite broadband unit. As SpaceX's valuation continues to soar, several experts believe that it has overtaken Tesla as the largest contributor to Musk's net worth, with exposure to several powerful secular growth themes.

Let us delve a little deeper into the companies’ competitive dynamics to analyze the claim.

Why SpaceX is Gaining the Upper HandWith a blockbuster IPO that raised an unprecedented $75 billion, SpaceX surpassed Amazon.com, Inc. (AMZN - Free Report) by market capitalization and even briefly overtook Microsoft Corporation (MSFT - Free Report) . From revolutionizing launch services with reusable rockets to building the world's largest satellite broadband network, SpaceX intends to strengthen its position as the dominant force in the rapidly expanding space economy.

Leadership in Commercial Space LaunchesSpaceX has built an enviable competitive moat through its reusable rocket technology. Its Falcon 9 remains the industry's workhorse, enabling the company to dominate the global commercial launch market while serving NASA, the U.S. Department of Defense and several international customers. Frequent launches not only strengthen revenue visibility but also reinforce SpaceX's technological leadership. The company now conducts more launches annually than any of its global competitors, giving it a commanding share of the commercial launch market.

Starlink Has Become a Major Growth EngineStarlink is arguably the biggest driver of SpaceX's rising valuation. The satellite broadband business has expanded rapidly by providing high-speed Internet connectivity to consumers, businesses, airlines, maritime operators and government agencies across the globe. Unlike the cyclical launch business, Starlink generates recurring subscription revenue, offering investors a more predictable and scalable growth model. As subscriber additions continue and enterprise adoption expands, Starlink is increasingly viewed as SpaceX's long-term earnings powerhouse.

Focus on Integrated AI InfrastructureSpaceX is aiming to evolve into a vertically integrated artificial intelligence (AI) infrastructure company by combining advanced AI models, large-scale computing capabilities and satellite connectivity under one umbrella. The transformation is likely to unlock a significantly larger addressable market while diversifying the company's revenue base beyond launch services and Starlink. As part of the transition, xAI's flagship chatbot, Grok, will operate under the SpaceXAI brand. The integration is expected to strengthen collaboration between the company's AI software, computing infrastructure and satellite network, creating a differentiated ecosystem that few competitors can match.

The company plans to deploy AI compute satellites as early as 2028, effectively creating space-based data centers capable of delivering large-scale computing capacity. This initiative leverages SpaceX's leadership in satellite deployment while addressing the growing demand for AI computing resources. Alongside its satellite ambitions, SpaceX continues to expand its Colossus data center platform, strengthening its position in AI infrastructure. SpaceX has also entered into a definitive agreement to acquire Anysphere in an all-stock deal valued at $60 billion. The buyout of a startup firm behind the rapidly growing AI coding assistant Cursor is primarily aimed at gaining a firmer footing in the enterprise AI market.

Tesla Remains a Technology LeaderWhile Tesla has faced a more challenging operating environment recently, the company remains much more than an EV manufacturer.

AI Could Drive the Next Phase of GrowthTesla's long-term investment thesis increasingly hinges on AI. Its Full Self-Driving software, Dojo supercomputer and autonomous driving ambitions could eventually transform it into a mobility and AI platform rather than simply an automaker. Successful commercialization of robotaxis would open a sizable new revenue stream and support a higher valuation multiple.

Energy Storage is Becoming a Bigger ContributorTesla Energy has quietly emerged as one of the company's fastest-growing businesses. Growing demand for Megapack battery storage systems from utilities and commercial customers is helping diversify revenue beyond vehicle sales. As renewable energy adoption accelerates globally, Tesla's energy business could become an increasingly important earnings driver.

Strong Manufacturing CapabilitiesTesla has certain advantages through vertical integration, manufacturing efficiency and software expertise. Its global production footprint and ability to scale operations remain key competitive strengths despite mounting competition across the EV market.

Has SpaceX Moved Up in the Hierarchy?Both SpaceX and Tesla have execution risk with near-term headwinds. However, SpaceX has become the primary driver of Elon Musk's personal wealth thanks to its rapidly rising market valuation, leadership in commercial space launches and the strong growth trajectory of Starlink. Unlike Tesla, whose core automotive business is navigating slowing industry growth and intensifying competition, SpaceX continues to operate in markets with significant barriers to entry and relatively limited competition.

However, that does not diminish Tesla's long-term investment case. Tesla remains one of the most innovative companies in the world, with significant opportunities in autonomous driving, AI and energy storage. But the growing prominence of SpaceX underscores just how dramatically the center of gravity within Musk's business empire has shifted.

Both SpaceX and Tesla currently carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Coca-Cola (KO - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this world's largest beverage maker have returned +3.5% over the past month versus the Zacks S&P 500 composite's +1.6% change. The Zacks Beverages - Soft drinks industry, to which Coca-Cola belongs, has lost 1.7% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Coca-Cola is expected to post earnings of $0.92 per share, indicating a change of +5.8% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $3.26 points to a change of +8.7% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $3.48 indicates a change of +6.8% from what Coca-Cola is expected to report a year ago. Over the past month, the estimate has changed -0.1%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Coca-Cola.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Coca-Cola, the consensus sales estimate for the current quarter of $13.05 billion indicates a year-over-year change of +4.2%. For the current and next fiscal years, $49.31 billion and $50.26 billion estimates indicate +3% and +1.9% changes, respectively.

Last Reported Results and Surprise HistoryCoca-Cola reported revenues of $12.47 billion in the last reported quarter, representing a year-over-year change of +12.1%. EPS of $0.86 for the same period compares with $0.73 a year ago.

Compared to the Zacks Consensus Estimate of $12.3 billion, the reported revenues represent a surprise of +1.37%. The EPS surprise was +6.17%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates just once over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Coca-Cola is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Coca-Cola. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

The market expects Alphabet Inc. (GOOG - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly earnings of $2.86 per share in its upcoming report, which represents a year-over-year change of +23.8%.

Revenues are expected to be $101.22 billion, up 23.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.32% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Alphabet?For Alphabet, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.31%.

On the other hand, the stock currently carries a Zacks Rank of #1.

So, this combination indicates that Alphabet will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Alphabet would post earnings of $2.64 per share when it actually produced earnings of $5.11, delivering a surprise of +93.56%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Alphabet appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Alert: Microsoft's AI Promises Propelled MSFT Above $550 Per Share Before Alleged Copilot Deficiencies Surfaced, Costing Investors Billions in Market Value

, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Microsoft Corporation (NASDAQ: MSFT) that a class action has been filed on behalf of shareholders who purchased securities between May 1, 2025 and January 28, 2026. Find out if you qualify to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

During the Class Period, MSFT shares traded at all-time highs above $550 per share as management touted "best-in-class" AI capabilities and record Microsoft 365 Copilot adoption across 90% of the Fortune 500. The lead plaintiff deadline is August 11, 2026.

How Alleged Misrepresentations Inflated MSFT's Market Price

The securities action asserts that Microsoft's stock price was artificially inflated by a sustained campaign of optimistic statements about the Company's AI products and cloud infrastructure. Throughout the Class Period, executives claimed Copilot was the fastest-growing product in Microsoft 365 history, that usage intensity was doubling quarter over quarter, and that Azure AI services were driving 16 points of cloud revenue growth. These statements allegedly fueled investor demand that pushed MSFT to record valuations.

The complaint contends that behind these public proclamations, the Copilot family of products suffered from significant brand positioning failures, data siloing limitations, computational capacity constraints, and interoperability problems that defendants knew about or recklessly disregarded. When the market began processing the gap between the Company's representations and the actual state of its AI offerings, billions in shareholder value evaporated.

The Azure-OpenAI Revenue Loop and Market Perception

Investors bid MSFT shares higher in part because of management's emphasis on massive AI-related contracts. The lawsuit chronicles how executives highlighted OpenAI's $250 billion Azure services commitment and Anthropic's $30 billion compute capacity agreement as proof of surging demand. The action claims these figures obscured the circular nature of the arrangements: Microsoft invested billions in these same LLM providers, who then committed to spending those dollars back on Microsoft's Azure platform. The filing states this dynamic created an appearance of organic demand growth that the market relied upon when pricing MSFT shares.

Market Repricing After Concealed Problems Emerged

The complaint details how the market ultimately reassessed MSFT's valuation as investors learned that:

Copilot's "record" adoption figures masked deep user experience and interoperability failures that limited real-world productivity gains The Company's AI infrastructure buildout, including plans to double its data center footprint, carried concentration and return-on-investment risks that were downplayed to investors Seat growth was concentrated in lower-ARPU segments like small businesses and frontline workers, undermining the revenue acceleration narrative The multibillion-dollar LLM provider partnerships created circular revenue dependencies rather than the independent demand growth executives described See if you can recover losses from your MSFT investment or call (212) 363-7500.

"When companies fail to disclose material information, shareholders may suffer significant losses. The magnitude of MSFT's market capitalization swing following these revelations underscores how heavily investors relied on management's AI growth narrative," stated Joseph E. Levi, Esq.

Join the Microsoft securities recovery action now or contact Joseph E. Levi, Esq. at (212) 363-7500.

ABOUT LEVI & KORSINSKY, LLP -- Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report. The last day to move for lead plaintiff is August 11, 2026.

Frequently Asked Questions About the MSFT Lawsuit

Q: How much did MSFT stock drop? A: Shares traded at all-time highs above $550 per share during the Class Period before declining significantly after the market began processing that Microsoft's AI product claims were allegedly misleading. Investors who purchased shares at artificially inflated prices may be entitled to compensation.

Q: What specific misstatements does the MSFT lawsuit allege? A: The complaint alleges Microsoft made materially false or misleading statements regarding the success, adoption, and performance of its Copilot AI products and the return on investment for its multibillion-dollar AI capital expenditures, while concealing significant technical and organizational problems.

Q: What do MSFT investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.

Q: What if I already sold my MSFT shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the Class Period and sold at a loss may still participate.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution.

Q: Can I join a different law firm's lawsuit instead? A: Multiple firms often file competing complaints. The court consolidates and appoints a single lead counsel. Contacting Levi & Korsinsky before August 11, 2026 ensures your losses are considered.

CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (212) 363-7500\
Fax: (212) 363-7171

SOURCE Levi & Korsinsky, LLP

Key Takeaways CoreWeave may offer greater AI upside, while Microsoft provides a more diversified growth profile.CRWV is expanding AI infrastructure, with backlog nearing $100 billion and revenue targets rising.Microsoft is growing AI across Azure, Copilot and cloud, but faces higher AI infrastructure spending risks. AI is increasingly gaining traction in the technology sector, creating enormous opportunities for companies that build the infrastructure powering next-generation AI models. While technology giants like Microsoft Corporation (MSFT - Free Report) have emerged as leaders in AI through strategic investments and ecosystem expansion, newer players, such as CoreWeave, Inc. (CRWV - Free Report) , are rapidly gaining attention by providing specialized cloud infrastructure purpose-built for AI workloads.

Per a report from Fortune Business Insights, the global cloud AI market size is anticipated to go from $133.4 billion in 2026 to $780.6 billion by 2034 at a CAGR of 23.8%. For investors, the question is becoming increasingly relevant: Should you invest in the AI giant with diversified earnings or the pure-play AI infrastructure company with explosive growth potential?

Here's a closer look at how CoreWeave and Microsoft compare.

The Case for MSFT StockMicrosoft benefits from a diversified revenue stream across cloud computing, productivity software, enterprise services, gaming and other areas. Its leadership in Azure and extensive AI ecosystem position the company to take advantage of the growing adoption of enterprise AI. Additionally, Microsoft's high recurring software revenue, supported by subscription-based products, generates strong free cash flow and offers a stable foundation for long-term growth.

Microsoft continues to show strong financial results, with revenue and operating income growing at double-digit rates and operating margins reaching 46%. Cloud and AI remain the main growth drivers, with cloud revenue up 29% and AI’s annual recurring revenue more than doubling, backed by strong enterprise demand. The company is investing heavily in AI infrastructure, expanding global data center capacity, launching Maia AI accelerators and Cobalt CPUs, and enhancing deployment efficiency to meet increasing demand. Microsoft also strengthens its AI platform through Azure AI Foundry, first-party AI models and a unified data layer across Fabric, Foundry and Microsoft 365.

Customer adoption continues to grow rapidly, with Microsoft 365 Copilot exceeding 20 million paid seats. GitHub Copilot and Security Copilot are gaining momentum, and enterprise use of AI agents and real-time data is increasing. Management anticipates that AI will support sustained double-digit revenue and operating income growth, driven by a shift to a hybrid subscription and usage-based pricing model. To capitalize on this opportunity, Microsoft plans substantial investments in AI infrastructure, while using hardware innovation and operational efficiencies to sustain healthy long-term margins.

Image Source: Zacks Investment Research

However, Microsoft's Azure faces intense competition from rivals with significant resources and innovation. Rising capital spending raises worries about returns and financial stability, with CapEx hitting $31.9 billion in the third quarter and expected to be over $40 billion in the fourth quarter. The combination of high capital needs, lease obligations and large AI infrastructure costs suggests Microsoft has sacrificed some financial flexibility to fund growth and shareholder payouts. This financial vulnerability provides little room to handle economic or competitive challenges, increasing risks for shareholders.

The Case for CRWV StockCoreWeave has consistently reported triple-digit revenue growth as enterprise AI adoption accelerates. Demand for NVIDIA (NVDA - Free Report) GPUs continues to exceed supply, allowing specialized providers like CoreWeave to maintain exceptionally high utilization rates. Long-term contracts with leading AI companies also provide significant revenue visibility. It became the first AI cloud provider to complete system-level validation of NVDA Vera Rubin NVL72, reaffirming its leadership in next-generation AI infrastructure. In January, NVIDIA increased its investment in CoreWeave to $2 billion.

CoreWeave continues to benefit from strong AI infrastructure demand, with its backlog nearing $100 billion, active power exceeding 1 GW and more than 3.5 GW under contract. AI workloads are mainly shifting toward inference, driving customer diversification across top AI labs, hyperscalers and enterprises, while more than 10 customers have committed over $1 billion each. The company is quickly expanding its infrastructure and platform capabilities through new data centers, self-built sites, enhanced cloud services and cross-cloud solutions.

Its partnership with NVIDIA has been strengthened through software validation, while diversified suppliers and secured component procurement support future capacity growth. CoreWeave has also bolstered its financial position by raising significant debt and equity capital, reducing its cost of debt and reaffirming its revenue outlook. Management expects revenue to surpass $18 billion in 2026 and $30 billion in 2027, driven by strong demand, growing AI inference workloads and a long-term goal of more than 8 gigawatts of active power by 2030.

Image Source: Zacks Investment Research

Nonetheless, CoreWeave faces several risks, including its heavy reliance on continued AI infrastructure spending and substantial capital expenditure requirements to support rapid expansion. The company also has significant customer concentration, making it dependent on a relatively small number of large clients. In addition, CRWV’s stock is likely to remain highly volatile given its high-growth profile; while intensifying competition from hyperscalers and other cloud providers could pressure its growth and margins over time.

CRWV & MSFT’s Share PerformanceYear to date, CRWV has surged 11.7% while MSFT is down 20.4%.

Image Source: Zacks Investment Research

Valuation ConsiderationsCoreWeave commands a premium valuation because investors expect years of extraordinary expansion. Microsoft trades at a premium relative to the broader market but remains supported by durable earnings, robust cash flow and a diversified business model.

In terms of Price/Book, CRWV shares are trading at 7.52X, marginally above MSFT’s 6.9X.

Image Source: Zacks Investment Research

How Do Zacks Estimates Compare for CRWV & MSFT?The Zacks Consensus Estimate for CoreWeave’s earnings for 2026 has been trimmed down 0.6% over the past 60 days.

Image Source: Zacks Investment Research

For MSFT, there has been zero revision.

Image Source: Zacks Investment Research

CRWV or MSFT: Which Stock Offers More Upside?Both companies are well-positioned to benefit from the AI boom, but they target different types of investors.

If AI infrastructure demand continues to grow at today's rate, CoreWeave has significantly more room for expansion than Microsoft. The company operates with a much smaller revenue base, meaning each new customer and data center can boost growth. Microsoft offers a more balanced investment profile. Its AI initiatives are strengthening almost every existing business, while Azure continues to capture enterprise cloud demand. Even if AI spending slows down, Microsoft's software, cloud, productivity and security businesses provide steady earnings growth. For investors looking for maximum exposure to AI infrastructure growth, CoreWeave might offer greater upside potential over the next few years.

CRWV at present carries a Zacks Rank #2 (Buy) while MSFT has a Zacks Rank #3 (Hold). Consequently, in terms of Zacks Rank, CRWV seems to be a better pick at the moment. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

New York, New York--(Newsfile Corp. - July 15, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) 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 Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/MSFT.

Microsoft Case Details

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

Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("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 research and development ("R&D"); and as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing.What's Next for Microsoft 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/MSFT, 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 Microsoft you have until August 11, 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 Microsoft 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 Microsoft 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.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301530

Source: Bronstein, Gewirtz & Grossman, LLC

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Two Wall Street firms trimmed their price targets on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) ahead of the software giant’s fiscal Q4 report, but neither pulled its bullish rating. Citi lowered its target to $570 from $620 while keeping a Buy rating, and Mizuho analyst Gregg Moskowitz cut his target to $490 from $515 while maintaining an Outperform rating. The message to long-term investors: Wall Street is getting more cautious on price and capex digestion without losing conviction on the underlying business.

Ticker Company Firm Action Old Rating New Rating Old Target New Target MSFT Microsoft Citi Price target cut Buy Buy $620 $570 MSFT Microsoft Mizuho Price target cut Outperform Outperform $515 $490 The Analyst’s Case Citi stays positive after constructive channel checks on Copilot and views Microsoft as increasingly well positioned for optimizing token spend and AI efficiency. The firm expects strong Q4 results but flags that investors will need to digest higher capex spending in Q1.

Mizuho’s cut came as part of a broader large-cap software Q4 earnings preview. Moskowitz described channel checks as good, public cloud data points as strong, and AI adoption as robust. He noted that SaaS remains resilient, but multiples are pressured by investor concerns about AI-led disruption. The common thread is capex intensity, the same concern that has weighed on the Microsoft stock story for months.

Company Snapshot Microsoft’s most recent quarter reinforced the bull case. Revenue reached $82.89 billion, up 18.3% year over year, with EPS of $4.27 beating the consensus of $4.09. Azure and other cloud services grew 40%, and CEO Satya Nadella noted the AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year. Commercial remaining performance obligations sit at $627 billion, up 99%.

The catch is spending. Capital expenditures hit $30.88 billion in Q3, an 84.4% year-over-year increase, with Forbes estimating roughly $190 billion in capex for 2026.

Why the Move Matters Now Microsoft shares last traded at $397.05, with the Microsoft stock down 20.05% year to date and 22.86% over the past year. Microsoft reports fiscal Q4 2026 results on July 29, after market close. With both firms flagging capex digestion as the near-term overhang, guidance commentary matters as much as the headline numbers. Analyst consensus still points to 54 Buy ratings, 3 Hold, and 0 Sell (a report like 7 Stocks Powering the AI Boom puts this AI infrastructure debate in wider context).

What It Means for Your Portfolio The analyst price target cuts are a recalibration, not a rejection. Both firms concede that Copilot uptake, Azure momentum, and enterprise AI adoption are tracking well. Their caution centers on when the return on $30.88 billion quarterly capex shows up in reported earnings. For retirement-focused investors, that translates to a familiar tradeoff: durable franchise, sizable long-term option value in AI, and a stock that may trade choppily until capex intensity peaks. The July 29 fiscal Q4 report is the next stress test for the thesis.

Meet America's Newest $1b Unicorn (Sponsor) A US startup just passed a $1 billion private valuation, joining billion-dollar private companies like OpenAI and ByteDance. Unlike those other unicorns, you can invest in EnergyX right now; but only until July 16.

Over 50,000 people already have, along with global giants like General Motors and POSCO.

Here's why there's so much interest: EnergyX's patented tech can recover up to 3X more lithium than traditional methods. That's a big deal, as demand for lithium is expected to 5X current production levels by 2040. Become an early-stage EnergyX shareholder before the 7/16 investment deadline.

Contact [email protected] for any questions or corrections.

The artificial intelligence boom has entered a new phase. Three years ago, investors were focused almost entirely on who could build the fastest AI chips. Today, the conversation has shifted toward who can deliver complete AI infrastructure at scale. Cloud providers and hyperscalers are spending hundreds of billions of dollars on AI data centers, but they’re also making one thing clear: They don’t want to depend on a single supplier. 

That shift is creating room for more than one winner, and few companies have taken advantage of it as quickly as Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction)

AMD Closed the Gap Faster Than Anyone Expected Nvidia (NASDAQ:NVDA) remains the undisputed leader in AI accelerators, but AMD has accomplished something that looked improbable just three years ago.

When generative AI exploded onto the scene in 2023, Nvidia had years of software development, customer relationships, and hardware leadership already in place. AMD was effectively starting from scratch in AI data centers.

Today, the picture looks much different. AMD’s new HELIOS AI platform stacks up remarkably well against Nvidia’s GB300 architecture across many performance metrics while outperforming it in several workload categories.

That doesn’t mean AMD has overtaken Nvidia. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT),  Oracle (NYSE:ORCL), and other hyperscalers continue to buy enormous numbers of Nvidia GPUs. Instead, they’re diversifying.

Rather than relying on one chip supplier, large AI customers are building multi-vendor infrastructure that gives them greater negotiating power, improves supply flexibility, and reduces operational risk.

Ironically, AMD didn’t need to replace Nvidia. It simply needed to become a credible alternative.

The AI arms race is no longer a one-man show. As hyperscalers dump billions into data centers, AMD has emerged from the shadows to challenge Nvidia’s throne and secure its seat at the table. © 24/7 Wall St. AI Data Centers Have Become AMD’s Growth Engine Only a few years ago, AMD’s AI accelerator business barely registered as a revenue contributor. Today, CEO Lisa Su says AI data centers have become “the primary driver of our revenue and earnings growth.”

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

That transformation is remarkable considering how late AMD entered the market. To put that into perspective, Nvidia spent years building CUDA into the industry’s dominant AI software ecosystem. That advantage still matters, and it remains one of Nvidia’s strongest competitive moats — software ecosystems don’t disappear overnight.

But AI buyers are increasingly evaluating complete systems rather than individual chips. If AMD can offer similar performance, competitive pricing, and reliable supply, many customers will happily deploy both vendors inside the same data center.

That changes the competitive equation.

The Real Opportunity Isn’t Taking Nvidia’s Business Investors sometimes frame AI as a zero-sum contest. The market itself suggests otherwise.

Global AI infrastructure spending continues to climb as hyperscalers race to expand computing capacity. The opportunity has grown large enough that both Nvidia and AMD can post robust growth simultaneously.

Surprisingly, AMD’s biggest achievement isn’t winning customers away from Nvidia. It’s reaching competitive parity quickly enough to earn a permanent seat at the table. For investors, that may be the more durable advantage.

Key Takeaway In short, Nvidia still owns the AI performance crown in many areas, and its software ecosystem remains a powerful competitive edge. That said, AMD has narrowed the gap at a pace few expected, transforming itself from an AI outsider into a company that hyperscalers now view as a strategic second source rather than a backup plan.

Ultimately, the investment case isn’t built on AMD defeating Nvidia. It’s built on the AI market becoming large enough for multiple winners. If AI data center spending continues expanding over the next several years, AMD’s rapid ascent suggests it can capture a growing share of one of the biggest technology investment cycles in decades.

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

Contact [email protected] for any questions or corrections.

Alibaba's US-listed shares rose more than 6% on Wednesday after the Chinese technology giant confirmed that its Qwen artificial intelligence model will power Apple Intelligence features for users in China.

This marks a major milestone in Apple's long-delayed AI rollout in the country.

Apple shares also gained about 1.8%, while Baidu's US-listed stock climbed roughly 2.8% after the company separately confirmed it was also collaborating with Apple on AI features for Chinese iPhone users.

The announcement came after China's cyberspace regulator approved Apple Intelligence for use on iPhones in China, removing one of the biggest regulatory hurdles that had delayed the launch since Apple first unveiled the AI platform in 2024.

China requires all large language models and generative AI services to obtain regulatory approval before they can be offered to the public.

Apple Intelligence and Samsung's Galaxy AI were the only foreign AI services approved in the latest batch.

Domestic smartphone makers Huawei, Oppo, Vivo, Xiaomi and ZTE also received approvals, with ByteDance serving as ZTE's AI partner.

The approval follows months of discussions between Apple and Chinese authorities as geopolitical tensions between Washington and Beijing have intensified over artificial intelligence and advanced technology.

An Alibaba spokesperson confirmed to CNBC that the company's AI model would become part of Apple's ecosystem in China.

"Qwen will be integrated into Apple Intelligence experiences within iOS, iPadOS, macOS, and visionOS for users in China," the spokesperson said.

According to Bloomberg, Qwen will enable capabilities including text generation, image generation, and image understanding across Apple's devices without requiring users to switch between separate applications.

"The Apple-Qwen integration gives users the ability to access the model's capabilities, like text and image understanding and generation, without needing to jump between tools," the Alibaba spokesperson added.

Alongside Alibaba, Apple is also collaborating with Baidu to develop AI features tailored for Chinese users.

A Baidu representative told the South China Morning Post that the company was working with Apple on Apple Intelligence features for the Chinese market.

Reuters also reported that Baidu would contribute to Apple's localized AI services.

The dual partnerships underscore Apple's strategy of working with domestic AI leaders to comply with China's regulatory framework while expanding Apple Intelligence outside Western markets.

The announcement comes amid growing competition between Chinese and US artificial intelligence companies.

Earlier this month, Alibaba prohibited employees from using Anthropic's AI models, while US lawmakers have been exploring ways to curb adoption of Chinese AI systems by American companies.

Separately, reports indicated that Meta had been forced to unwind its planned $2 billion acquisition of Chinese AI startup Manus following intervention by Beijing.

The development also coincides with Apple's efforts to improve on-device AI capabilities.

CNBC reported on Tuesday that Apple is in discussions with Silicon Valley startup PrismML, which claims it can compress advanced AI models sufficiently to run directly on iPhones.

PrismML, a Caltech spinout backed by Khosla Ventures, recently released compressed versions of Alibaba's open-source Qwen model, reducing its size from roughly 54 GB to less than 4 GB, allowing the full 27-billion-parameter model to operate on an iPhone 15 or newer device.

Key Takeaways NIKE is improving inventory quality, wholesale growth and margins as its turnaround progresses.adidas is benefiting from healthy demand, controlled discounting and improving profitability.NIKE's FY27 EPS is projected to rise 11.4%, while adidas' 2026 EPS may grow 29.9%. The global athletic footwear and apparel market has long been defined by one of the fiercest rivalries in consumer goods — NIKE Inc. (NKE - Free Report) versus adidas AG (ADDYY - Free Report) . Together, the two sportswear powerhouses command the industry's largest global market shares, leveraging iconic brands, innovation-driven product portfolios, and expansive retail and digital ecosystems to stay ahead of the competition. Nike continues to hold the top position in athletic footwear and apparel worldwide, while adidas has strengthened its standing with renewed momentum across performance sports and lifestyle categories, particularly in footwear.

Although both companies operate in the same core businesses of athletic footwear, apparel and accessories, their paths to leadership differ. NIKE has built its dominance through unmatched scale, athlete endorsements, direct-to-consumer expansion and continuous product innovation. Meanwhile, adidas has blended performance credibility with cultural relevance, capitalizing on strong franchises in football, running and Originals to expand its global footprint.

As consumer preferences evolve and competition intensifies, the battle between these two industry leaders is increasingly about protecting market share while capturing the next wave of growth. In this face-off, we compare NIKE and adidas to determine which sportswear giant offers the stronger competitive position for investors today.

The Case for NIKENIKE remains the world’s largest athletic footwear and apparel company, commanding an estimated share of more than 40% of the global athletic footwear market and maintaining unmatched brand equity across performance sports. Its powerful brand equity is supported by a portfolio spanning Nike, Jordan and Converse, and leadership across running, basketball, football and lifestyle categories. Still, its turnaround faces strain. Sportswear and Jordan Streetwear, together representing roughly half of revenues, remain weak amid softer traffic, discounting and pressured discretionary spending.

Management acknowledged that macroeconomic pressures and sluggish traffic have delayed the top-line recovery, even as performance categories continue to outperform.

NIKE is rebuilding its competitive edge through its “Win Now” priorities and Sport Offense model, reorganizing more than 8,000 employees into sport-focused teams. The strategy is already delivering measurable results. Running has posted five consecutive quarters of double-digit growth, adding nearly $1 billion in revenues over that period, while NIKE gained five percentage points of market share in statement running footwear across North America and Western Europe, outperforming every other major competitor.

Financially, the turnaround remains a work in progress. Fiscal 2026 revenues were flat, while restructuring, tariffs and elevated investment pressured earnings. However, encouraging signs are emerging. The gross margin has stabilized, inventory quality has improved, wholesale revenues returned to growth, North America continues to lead the recovery and management expects margin expansion to begin before meaningful sales acceleration. The company is also aggressively tightening inventory, reducing promotions and repositioning its digital business as a premium channel to restore pricing power.

The Case for ADDYYadidas has re-established itself as a powerful global sportswear challenger, supported by renewed brand heat, disciplined execution and a broad portfolio spanning footwear, apparel and accessories. Its strength extends across football, running, training, motorsport and lifestyle, reducing the dependence on any single category. Management’s “global brand with a local mindset” approach gives regional teams greater freedom to tailor products, campaigns and retail experiences to local tastes, improving relevance across diverse markets.

The company is also balancing performance credibility with cultural appeal. Running innovation, football leadership and training products strengthen its connection with athletes, while Originals, Sportswear and collaborations attract younger, fashion-conscious consumers, particularly women. Iconic franchises such as Samba and Gazelle remain important, but adidas is expanding beyond retro styles through fresh silhouettes, comfort technologies and locally inspired apparel. Its digital platforms have become more effective at presenting newness quickly and adapting assortments to regional demand.

adidas is benefiting from healthy consumer demand, controlled discounting and improving profitability. Direct retail and e-commerce momentum demonstrate strong brand engagement, while management continues to protect pricing rather than chase low-quality wholesale growth. Currency pressure, tariffs, geopolitical disruption and heavy industry promotions remain risks, but adidas’ innovation pipeline, localized strategy and improving operating discipline support a compelling investment case.

How Does the Zacks Consensus Estimate Compare for NKE & ADDYY?The Zacks Consensus Estimate for NIKE’s fiscal 2027 sales implies a year-over-year decline of 0.2%, while that for EPS indicates growth of 11.4%. The EPS estimate has moved down 2.8% in the past 30 days.

NKE’s Estimate Revision Trend
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for adidas’ 2026 sales and EPS suggests year-over-year growth of 10.7% and 29.9%, respectively. The EPS estimate has moved down by a penny in the past 30 days.

ADDYY’s Estimate Revision Trend
Image Source: Zacks Investment Research

This clearly illustrates that both NIKE and adidas have witnessed downward estimate revisions in the past month.

Price Performances & Valuations of NKE & ADDYYIn the past three months, NIKE shares have declined 6.2%, while adidas has gained 22.1%.

Image Source: Zacks Investment Research

NIKE is trading at a forward price-to-sales (P/S) multiple of 1.36X, below its median of 2.77X in the last five years. adidas’ forward P/S multiple sits at 1.13X, below its median of 1.43X in the last five years.

Image Source: Zacks Investment Research

NKE vs. ADDYY: Which Is the Better Bet Now?Both NIKE and adidas possess iconic brands, global scale and long-term growth opportunities, but their investment trajectories currently differ. NIKE is laying the groundwork for a turnaround, yet the recovery remains in its early stages, with earnings and revenues still under pressure.

adidas, by contrast, is executing from a position of strength, supported by broad-based growth, improving profitability and sustained market share gains. Its shares have significantly outperformed NIKE in the past three months while trading at a lower forward price-to-sales multiple, offering a more attractive valuation.

The magnitude of recent earnings estimate revisions has been less severe for adidas, reflecting relatively stronger analyst confidence. Taken together, adidas appears to offer the more compelling risk-reward profile for investors at this stage.

ADDYY currently carries a Zacks Rank #3 (Hold), while NKE has a Zacks Rank #5 (Strong Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

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What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

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Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Nvidia (NVDA - Free Report) Santa Clara, CA-based NVIDIA Corporation is the worldwide leader in visual computing technologies and the inventor of the graphics processing unit, or GPU. Over the years, the company’s focus has evolved from PC graphics to artificial intelligence (AI) based solutions that now support high-performance computing (HPC), gaming and virtual reality (VR) platforms.

NVDA is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. NVDA has a Momentum Style Score of B, and shares are up 2.1% over the past four weeks.

17 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.97 to $9.10 per share. NVDA boasts an average earnings surprise of +5.5%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, NVDA should be on investors' short list.

Speaking on the sidelines of a developer event in Tokyo, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang pushed back hard on a research report claiming his next flagship product line was slipping. “Vera Rubin is already in production. Giant amounts of production incoming,” Huang told reporters, rejecting delay concerns and dismissing a SemiAnalysis post that suggested a specialized circuit board issue could push the next-generation AI server rack into 2028.

That single word, “giant,” matters. It is the CEO staking his credibility on a product cycle that Wall Street has already begun pricing into forward numbers.

What Rubin Has to Live Up To The bar Blackwell already set is extraordinary. Nvidia’s Q1 FY2027 revenue hit $81.615 billion, up 85.2% year over year, with Data Center alone contributing $75.246 billion and Networking revenue rising 199% YoY. Non-GAAP gross margin came in at 75.0%, and free cash flow reached $48.554 billion in the quarter.

Huang framed the buildout as generational: “The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” He added that “We have more orders today than we did at the last time I spoke about orders at GTC” and that NVIDIA will “keep our supply chain quite busy for several many more years coming.”

Supply commitments help explain Nvidia’s confidence. The company has $119.0 billion tied to supply-related commitments and is guiding for $91.0 billion in Q2 revenue, a forecast that excludes any China Data Center compute sales. Meanwhile, H200 shipments to China and Hong Kong have reportedly begun after U.S. officials cleared roughly 10 Chinese companies to buy the chips, but deliveries remain minimal so far.

The Rubin Pricing Bombshell The delay narrative that surfaced in early July collided with a more bullish Wall Street read this morning: Morgan Stanley raised its Vera Rubin rack-system price assumption to about $49 billion per gigawatt, implying materially higher customer spending per deployment than Blackwell.

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In NVIDIA’s fiscal Q4 commentary, Huang said “Vera Rubin will extend that leadership even further” on cost per token. The distinction matters: customers may pay more upfront for Rubin systems if the platform lowers the cost of running AI models at scale. If pricing power holds and volumes are truly “giant,” the mix shift lifts NVIDIA’s average selling price base heading into fiscal 2028.

Manufacturing partner Taiwan Semiconductor Manufacturing (NYSE:TSM) is signaling similarly robust demand. June revenue jumped 67.9% YoY to NT$442.68 billion, and TSMC is adding three new advanced packaging facilities in Chiayi Science Park Phase II to relieve CoWoS bottlenecks.

Valuation Math NVDA trades at $211.54, with a trailing P/E of 32x and a forward P/E of 24x. The consensus analyst target sits at $301.62, with 48 Buy and 10 Strong Buy ratings against just 2 Holds.

Prediction markets are more restrained, pricing a 73% probability NVDA hits $216 in July but only 31.5% odds of a $220+ close. If Huang’s “giant” volumes materialize on Rubin at Morgan Stanley’s higher ASPs, current forward estimates likely understate FY2028 earnings power.

Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

Contact [email protected] for any questions or corrections.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang has pushed back against reports that the company’s next-generation Vera Rubin AI accelerator platform is facing manufacturing setbacks, saying production is already underway.

Speaking with reporters at a developer event in Tokyo on Wednesday, Huang dismissed the reports and stated that “Vera Rubin is already in production. Giant amounts of production incoming,” according to Bloomberg.

His comments followed a report from research firm SemiAnalysis that Nvidia’s Vera Rubin AI server rack system, including its Kyber rack platform, was facing delays due to challenges manufacturing a specialized circuit board used to connect electronic modules.

Nvidia has denied that its roadmap has been pushed back, with a company spokesperson saying the Vera Rubin platform remains on track. The report had raised concerns among investors that delays could give rivals such as Advanced Micro Devices more time to advance its competing MI350 and MI400 AI accelerator offerings.

SemiAnalysis is known for its analysis of Nvidia’s supply chain and AI infrastructure, making its report notable among industry observers.

Huang’s comments provide the company’s first direct public response to the claims, with the CEO emphasizing that production volumes are ramping as planned.

Shares of Nvidia were down about 1% late morning on Wednesday.

There are a couple of good reasons to consider buying Netflix (NFLX +0.97%) ahead of this week's second-quarter financial update. It continues to operate the world's leading premium streaming service. More than just a stateside phenomenon, it now generates more than half of its revenue internationally.

Netflix has grown despite initiating modest membership price hikes almost every year. It uses its economies of scale to spend more on content than its smaller rivals, knowing it can divide that over its global audience of more than 325 million homes. However, the best reason to own Netflix ahead of Thursday afternoon's reveal of fresh financials is its stock chart.

Image source: Getty Images.

Starting lines matter As the owner of one of the more surprising performance charts, Netflix shares have plummeted 42% over the past year. Netflix stock is now trading at 24 times trailing earnings, its lowest multiple ever outside the market's overall sell-off in 2022.

Trailing revenue and earnings have never been higher, with double-digit percentage growth on both ends of the income statement. Consolidation in the industry -- even with Netflix failing to gobble up any of the smaller rivals that have hit the market -- should benefit the platform. Fewer players make it easier to avoid price wars from cutthroat competition.

Today's Change

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The caveats are real. Netflix took a hit after its previous quarterly update. Revenue growth is slowing, and there are some near-term margin challenges. However, Netflix has been a volatile stock in its two dozen years of trading. Until now, it has recovered from every steep correction.

It also helps that market expectations are low when a company is out of favor heading into earnings season. Netflix still has a lot to prove, but as the leading provider of premium streaming video entertainment, it knows how to fashion a Hollywood ending when it needs it the most.

Rick Munarriz has positions in Netflix. The Motley Fool has positions in and recommends Netflix. The Motley Fool has a disclosure policy.

Only through the end of September, bp is offering new bp rewards Visa® cardmembers 50¢ off per gallon1 at bp and Amoco stations for the first 60 days, and 15¢ off per gallon1 after that. Introductory offer is for new accounts opened by Sept. 30, 2026.The card has no annual fee2 and offers unlimited rewards potential with no cap on spending categories.All bp rewards Visa® cardmembers will also see a wider range of redemption options.
CHICAGO, July 15, 2026 (GLOBE NEWSWIRE) -- For a limited time only, bp is offering new bp rewards Visa® cardmembers an introductory offer of 50 cents off every gallon1 of fuel at bp and Amoco stations for the first 60 days. For a new cardmember who fills up their 15-gallon tank once a week, that equals more than $60 of savings in just two months3. This limited time offer is available to new bp rewards Visa cardmembers who apply by September 30, 2026.

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Cards are issued by First National Bank of Omaha (FNBO®), pursuant to a license from Visa U.S.A., Inc. Visa and Visa Signature are registered trademarks of Visa International Service Association and used under license.

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[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/ac6cf7a7-595a-4544-99c4-b50f08431d03

Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. Has JPMorgan Chase & Co. (JPM - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.

JPMorgan Chase & Co. is one of 880 individual stocks in the Finance sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. JPMorgan Chase & Co. is currently sporting a Zacks Rank of #2 (Buy).

The Zacks Consensus Estimate for JPM's full-year earnings has moved 2.5% higher within the past quarter. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Our latest available data shows that JPM has returned about 6.4% since the start of the calendar year. Meanwhile, stocks in the Finance group have gained about 6.4% on average.

Another stock in the Finance sector, BancFirst (BANF - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 8.5%.

For BancFirst, the consensus EPS estimate for the current year has increased 3.6% over the past three months. The stock currently has a Zacks Rank #2 (Buy).

To break things down more, JPMorgan Chase & Co. belongs to the Financial - Investment Bank industry, a group that includes 22 individual companies and currently sits at #53 in the Zacks Industry Rank. On average, stocks in this group have gained 11.2% this year, meaning that JPM is slightly underperforming its industry in terms of year-to-date returns.

BancFirst, however, belongs to the Banks - Southwest industry. Currently, this 20-stock industry is ranked #45. The industry has moved +12% so far this year.

Investors with an interest in Finance stocks should continue to track JPMorgan Chase & Co. and BancFirst. These stocks will be looking to continue their solid performance.