Key Takeaways WFC posted Q2'26 adjusted EPS of $1.96, beating estimates, while shares rose nearly 1.5% in early trading.Higher NII, fee income and lower provisions aided WFC, while non-interest expenses increased year over year.WFC's average loans rose 3.1% and deposits 3.6% sequentially, while provisions declined year over year. Wells Fargo & Company (WFC - Free Report) reported second-quarter 2026 adjusted earnings per share of $1.96, which surpassed the Zacks Consensus Estimate of $1.73. In the prior-year quarter, the company reported earnings per share of $1.54.
Shares of the company rose nearly 1.5% in the early trading session. A full day’s trading session will depict a clearer picture.
Results benefited from an improvement in net interest income (NII), higher non-interest income, and lower provisions. Higher loan balances and improved deposits were other positives. However, increased non-interest expenses remained a headwind.
Results included 4 cents per share of discrete tax benefits related to the resolution of prior-period matters. After considering this, net income (GAAP basis) was $6.41 billion, representing a 16.6% increase from the prior-year quarter.
Wells Fargo’s Revenues Improve, Expenses RiseTotal revenues were $22.62 billion, surpassing the Zacks Consensus Estimate of $21.80 billion. Also, the top line increased 8.6% from the year-ago quarter.
NII was $12.32 billion, up 5.2% year over year. The increase was driven by lower deposit costs, higher loan and investment securities balances, balance sheet growth in the Markets business and higher interest-bearing commercial deposits, partially offset by the impact of lower interest rates on floating-rate assets and a modest decline in noninterest-bearing deposits.
The net interest margin (on a taxable-equivalent basis) contracted 25 basis points year over year to 2.43%.
Non-interest income grew 13.1% year over year to $10.31 billion. The increase was driven by strong performance from venture capital investments, higher investment advisory fees on improved market valuations, higher investment banking fees and increases in most other fee categories, partially offset by lower lease income related to the sale of the railcar leasing business.
Non-interest expenses of $13.66 billion increased 2.1% year over year. The increase was due to higher revenue-related and incentive compensation, increased technology and equipment expense and higher advertising expense, partly offset by lower lease expense and continued efficiency initiatives, including a 7% reduction in headcount.
Wells Fargo's efficiency ratio of 60% was lower than 64% in the year-ago quarter. A decline in the efficiency ratio indicates improvement in profitability.
WFC’s Loan Balance & Deposits ImproveAs of June 30, 2026, total average loans were $1.03 trillion, which increased 3.1% on a sequential basis. Total average deposits were $1.47 trillion, up 3.6% on a sequential basis.
Wells Fargo’s Credit Quality ImprovesThe provision for credit losses was $914 million, down 9.1% from the year-ago quarter.
Net loan charge-offs were 0.34% of average loans in the reported quarter, down from 0.44% in the year-ago quarter. Non-performing assets declined marginally year over year to $7.94 billion.
WFC’s Capital Ratios DeclineAs of June 30, 2026, the Common Equity Tier 1 ratio under the Standardized Approach was 10.3%, down from 11.1% in the prior-year quarter.
Wells Fargo’s Profitability Ratios ImproveReturn on assets was 1.15% compared with 1.14% in the prior-year quarter. Return on equity was 15.0%, up from 12.8% a year ago.
WFC’s Share Repurchase UpdateDuring the reported quarter, Wells Fargo repurchased 37.4 million shares, or $3 billion, of common stock.
Our View on Wells FargoWFC’s higher NII, strong fee income growth and improving loan and deposit balances continue to support revenue growth. Broad-based strength across Consumer Banking, Commercial Banking, Corporate & Investment Banking and Wealth & Investment Management is encouraging. Nevertheless, higher expenses remain a key concern.
Wells Fargo & Company Price, Consensus and EPS SurpriseCurrently, Wells Fargo carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Earnings Dates & Expectations of Other BanksM&T Bank (MTB - Free Report) is slated to report second-quarter 2026 numbers on July 15.
Over the past week, the Zacks Consensus Estimate for M&T Bank’s quarterly earnings has remained unchanged at $4.66 per share. This indicates an 8.9% rise from the prior-year quarter’s reported figure.
U.S. Bancorp (USB - Free Report) is scheduled to release second-quarter 2026 earnings on July 16.
The Zacks Consensus Estimate for U.S. Bancorp’s quarterly earnings has been revised upward to $1.28 per share over the past seven days. This indicates a 15.3% rise from the prior-year quarter’s actual.
United Parcel Service (UPS - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
Therefore, the Zacks rating upgrade for UPS basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For UPS, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for UPSThis package delivery service is expected to earn $7.11 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for UPS. Over the past three months, the Zacks Consensus Estimate for the company has increased 0.4%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of UPS to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Jim Cramer used his Monday CNBC Stop Trading segment to flag a familiar play he’s seeing coming back into focus. Cramer noted that when the cost of living squeezes household budgets, capital rotates into discount retailers, and the hedge fund crowd tends to get there first. That’s why he says he’s keeping an eye on Dollar General (NYSE:DG | DG Price Prediction).
Why Rising Gas Prices Send Hedge Funds Into Dollar General Jim Cramer bluntly connected the dots he sees between rising oil prices and soaring discount retailer performance. “When things go up for the consumer, we go back to these stocks,” he said, before laying out his trade idea: “Dollar General just is a favorite of the hedge fund crowd. It’s kind of an algorithm that says, oh, oil goes up, gasoline therefore goes up, go buy Dollar General.”
He also pointed to Dollar Tree’s upgrade last week, which he said drove the stock from $85 to $130 in a couple of months, and flagged Walmart as the validation to watch: “I’m waiting for it to impact Walmart, which is a big winner.”
The Consumer Squeeze Is Reviving the Trade-Down Economy WTI crude sits at above $78 per barrel, well off the 12-month high of $114.58 on April 7, 2026, and the U.S. regular gasoline average has eased to $3.78 per gallon. But retail pump prices spent much of the spring above $4.50, and University of Michigan consumer sentiment collapsed to 44.8 in May 2026, approaching recessionary levels. Trade-down behavior into value shopping is exactly what that combination could produce.
Dollar General’s Q1 FY2027 report filed on June 2, mapped directly onto Cramer’s thesis. Diluted EPS came in at $2.00 versus $1.88 consensus, revenue was $10.79 billion, same-store sales rose 2.0%, and gross margin expanded 65 basis points to 31.6%.
CEO Todd Vasos said results “exceeded our expectations as strong operating margin expansion more than offset the impact of severe winter weather and higher fuel costs.” Management then raised FY2026 EPS guidance to $7.20-$7.45.
Dollar General has climbed 8.7% over the past month and was up 4.73% on the day of Cramer’s segment, trading at $124.55. Shares still carry a modest trailing P/E ratio of 17.
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Dollar Tree, Walmart, and Five Below As Other Potential Beneficiaries Dollar Tree (NASDAQ:DLTR) is up 13.23% over the past month. Q1 delivered adjusted EPS of $1.74 versus $1.55 consensus on revenue of $4.98 billion, and management raised the FY26 range to $6.70 to $7.10.
Walmart (NYSE:WMT) reported Q1 FY2027 results showing Walmart U.S. comps up 4.1% ex-fuel and global e-commerce up 26%, with share gains skewing towards upper-income demographics. Walmart trades at a P/E near 41, and shares are down 5.55% over the past month.
Five Below (NASDAQ:FIVE) reported Q1 net sales growth of 32.5% and comparable-store sales growth of 22.7%, with FY26 EPS guidance of $8.65 to $9.05. Shares are up 45.48% over the past year.
What to Watch Next Cramer’s broader argument is that rising household costs could push more consumers toward discount retailers, benefiting Dollar General, Dollar Tree, Walmart, and Five Below. Dollar General’s improving margins and raised earnings guidance suggest that shift may already be underway.
If Walmart’s upcoming results show stronger trade-down activity, the trend could be developing into a broader defensive investment theme rather than a short-term hedge fund trade.
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, /PRNewswire/ -- Duke Energy (NYSE: DUK) today declared a quarterly cash dividend on its common stock of $1.085 per share, an increase of $0.02. This dividend is payable on September 16, 2026, to shareholders of record at the close of business on August 14, 2026.
The company also declared a quarterly cash dividend on its Series A preferred stock of $359.375 per share payable on September 16, 2026, to shareholders of record at the close of business on August 14, 2026. This is equivalent to $0.359375 per depositary share.
Duke Energy has paid a cash dividend on its common stock for 100 consecutive years.
Duke Energy
Duke Energy (NYSE: DUK), a Fortune 150 company headquartered in Charlotte, N.C., is one of America's largest energy holding companies. The company's electric utilities serve 8.7 million customers in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky, and collectively own 55,700 megawatts of energy capacity. Its natural gas utilities serve 1.6 million customers in North Carolina, South Carolina, Ohio and Kentucky.
Duke Energy is executing an energy modernization strategy, keeping customer value at the forefront as it invests in electric grid upgrades and efficient generation resources to strengthen the system and serve growing energy needs.
More information is available at duke-energy.com. Follow Duke Energy on X, LinkedIn, Instagram, TikTok and Facebook for stories about the people and innovations powering its communities.
Media Contact: Gillian Moore
24-hour: 800.559.3853
Analyst Contact: Mike Switzer
Office: 704.382.6473
Palantir stock is having a rough year as investors rotate out of software names and into memory plays like Sandisk and Micron. PLTR has fallen 36% from its all-time high last year, but despite the pullback, the company still has notable catalysts that should support stronger performance over the long term.
Palantir is a top technology company that offers its services to companies and governments globally. It largely offers three products: Gotham, Foundry, and Artificial Intelligence Platform (AIP).
Gotham, its flagship product, is used by government agencies to identify threats and deliver actionable intelligence. Foundry, on the other hand, combines data analytics and predictive modelling to help companies with supply chain management, risk forecasting, and quality assurance.
AIP, its newest product, is a product that lets customers deploy large language models (LLM) and AI agents against their own data. It also has Apollo, an orchestration engine that deploys, integrates, and manages platforms across the cloud, on-premises, and classified networks.
Palantir, a highly controversial company, has continued doing well in the past few years, helped by the robust government and corporate spending. Its annual revenue has jumped from $1.5 billion in 2021 to $4.47 billion last year.
The most recent financial statement showed that its revenue jumped by 85% in the first quarter, driven by its US business, which grew by 104%. It made $1.6 billion in Q1, more than its 2021 revenue.
This growth happened as more large companies became its customers. It closed 206 deals worth at least $1 million and 72 deals worth at least $5 million. This growth will likely continue as more companies embrace its technology. Its total contract value (TCV) during the quarter rose to over $2.41 billion.
Third-party data shows that the company’s business will continue growing. Yahoo Finance numbers show that the average estimate is that its quarterly revenue will jump by 80% to $1.8 billion. The estimate is that its annual revenue will soar by 72.4% to $7.72 billion.
Palantir has a long history of beating analyst estimates, meaning that its numbers will likely be better than estimates. As such, there is a likelihood that its annual revenue will cross the $8 billion mark this year.
This view likely explains why analysts expect its stock to do well over time. DA Davidson’s Gil Luria recently upgraded the stock from neutral to buy, with the target moving from $165 to $175. Wedbush’s Dan Ives has an outperform rating, while Rosenblatt Securities has a target of $225.
Some analysts have slashed their ratings, with Benchmark and BTIG lowering to hold and neutral, respectively. A key concern is that the company is highly overvalued, with its forward price-to-earnings (PE) ratio being 88.
Still, the company justifies its valuation metrics by pointing to the Rule-of-40 metric, which stands at 145%. This metric is calculated by adding a company’s revenue growth and its profit margins.
PLTR stock chart | Source: TradingView
The weekly chart shows that the PLTR stock has slumped in the past few months and bottomed at $106, which coincided with the 50% Fibonacci Retracement level. This retracement connects its lowest level in 2022 and its all-time high.
The stock also formed a falling wedge pattern, which is formed by two descending and converging trendlines. It also settled at the 100 moving average.
Therefore, the stock will likely bounce back, potentially to $160, the 23.6% Fibonacci Retracement level.
Shares of Micron Technology (MU +4.88%) popped on Tuesday, jumping as much as 6.2%. As of 10:40 a.m. ET, the stock was still up 3.6%.
The catalyst that sent the semiconductor specialist higher was some bullish commentary from Wall Street.
Image source: The Motley Fool.
Big price target boost Micron stock has been firmly in rally mode, gaining 675% over the past year, thanks to unrelenting demand for its memory and storage chips. Many on Wall Street believe there's still upside ahead.
KeyBanc analyst John Vinh raised his price target on Micron to $1,750 while maintaining an overweight (buy) rating on the shares. For those keeping score at home, that represents potential upside of 87% compared to Monday's closing price.
The analyst recently traveled to Asia to assess the supply chain and returned bullish. He cited strong data center demand and suggested that prices for dynamic random-access memory (DRAM) and NAND flash memory will rise by double digits through the end of the year. Moreover, he expects prices for high-bandwidth memory (HBM) to double over the coming year.
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Is he right? Memory chip stocks have tanked in recent weeks, taking a breather after a spectacular rise. Yet Wall Street remains bullish. Of the 45 analysts who have issued an opinion in July, 89% rate Micron stock a buy or strong buy, and none recommend selling.
During the company's recent earnings call, CEO Sanjay Mehrotra said that demand for DRAM and NAND chips continues to exceed supply and the company "expects tight conditions to persist beyond calendar 2027."
With that as a backdrop, it's easy to see why Wall Street is bullish. Furthermore, Micron's recent move to lock in customers to three- to five-year volume and price agreements reduces the historical boom-and-bust cycles.
And at less than 22 times earnings, Micron stock is a buy.
Danny Vena, CPA has positions in Micron Technology. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy.
Micron Technology stock rose more than 4% in early trading on Tuesday, recovering from the previous session's decline.
The stock surged after KeyBanc raised its price target on the memory-chip maker, citing persistent supply shortages and expectations of continued price increases across memory markets.
MU stock gained about 4.6% to $980.34 after falling 4.3% on Monday during a broader semiconductor sector selloff.
KeyBanc analyst John Vinh increased his price target on Micron to $1,750 from $1,600 following a supply chain visit to Asia.
The new target implies approximately 87% upside from Monday's closing price of $937.
KeyBanc expects memory pricing to remain strongVinh said supply chain checks continue to indicate that memory markets will remain tight well into 2027.
He wrote, "Memory shortages remain persistent…Supply chain commentary continues to point to a tight memory environment through 2027."
The analyst expects dynamic random-access memory (DRAM) prices to rise between 15% and 20% in the third quarter compared with the previous quarter, followed by another 15% increase in the fourth quarter.
For NAND flash memory, KeyBanc forecasts prices to increase 30% to 40% in the third quarter and another 15% in the fourth quarter.
Vinh also expects high-bandwidth memory (HBM), the specialized memory used in advanced artificial intelligence processors, to more than double in price next year.
His valuation is based on a price-to-earnings multiple of nine times his projected fiscal 2027 earnings for Micron.
Micron continues to benefit from rising demand for memory used in artificial intelligence infrastructure, particularly HBM, which is widely deployed alongside advanced AI graphics processing units.
During the company's latest earnings call, Chief Executive Officer Sanjay Mehrotra said demand continues to outpace supply.
He stated that demand for DRAM and NAND chips continues to exceed supply and the company "expects tight conditions to persist beyond calendar 2027."
The company has also secured 16 long-term supply agreements with major customers, providing greater revenue visibility while helping improve production planning.
In addition to HBM, Micron continues to see healthy demand for data-center DRAM products and enterprise solid-state drives.
Wall Street remains bullish despite recent volatilityMemory-chip stocks have experienced heightened volatility after posting substantial gains during the artificial intelligence investment boom.
Despite recent weakness, analysts remain largely positive on Micron's outlook.
89% of the 45 analysts who issued ratings in July recommend buying or strongly buying the stock, while none recommend selling.
FactSet data shows the average Wall Street price target stands at approximately $1,579.
Despite the rally over the past year, the stock remains about 21% below its 52-week high of $1,255.
It currently trades at a forward 12-month price-to-earnings multiple of 6.58, below its one-year high valuation of 17.01.
For years, one of the odd facts of the memory chip world is that SK Hynix (SKHY +23.59%) -- arguably the strongest player in the business -- has traded at a discount to its U.S.-listed rival, Micron Technology (MU +4.88%). Now that SK Hynix shares trade on the Nasdaq, it's worth asking whether that gap can finally close, and how much of any rerating would rest on solid ground, versus artificial intelligence (AI) enthusiasm that could just as easily cool.
The discount is real and long-standing; over more than a decade, Micron has commanded an average valuation premium of roughly 35% over SK Hynix. What's striking is that the gap has little to do with business quality. SK Hynix leads the market for the high-bandwidth memory (HBM) AI systems depend on, and its operating margin has outpaced Micron's in recent years. The discount instead reflects duller structural factors: harder access for U.S. investors, a smaller freely traded share count, and a perception that Korean companies are less shareholder-friendly. In other words, it's a plumbing problem, not a performance problem.
Image source: Getty Images.
The case that the listing narrows it That's exactly why a Nasdaq listing could help. By giving American investors a direct, liquid way to own the shares in dollars, SK Hynix removes some of the friction that kept its multiple artificially low. Listings closer to U.S. capital tend to earn richer valuations. This is the same dynamic that lets Taiwan Semiconductor Manufacturing shares trade at a premium to its home-market shares. If SK Hynix's modest forward earnings multiple drifts even partway toward Micron's, that alone would lift the stock without a single fundamental improving. On paper, the mechanical case for gap-closure is genuinely reasonable.
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Why the hype could fade Here's where I'd urge some caution, because the tidier "structural rerating" story is riding on top of a far more volatile one. A valuation gap doesn't close in a vacuum; it closes when investors feel good about the future. And the memory trade, like the broader AI trade it's fused to, is showing classic late-cycle signs. Memory stocks stumbled into a bear market just before the listing, even as one rival posted a record quarter. Well-known skeptics and research desks have warned that the shortage may have peaked around midyear, with new HBM and DRAM capacity threatening to tip the market toward oversupply by 2027 or 2028. If hyperscaler build-outs slow once the first wave of AI infrastructure is in place, demand could normalize faster than the bulls expect.
That matters enormously for the gap question, because multiples don't expand into a downturn. They compress. A listing can fix the plumbing, but it can't repeal the cycle. Should sentiment around AI memory turn, SK Hynix's discount to Micron could persist or even widen, U.S. ticker or not, simply because both stocks would be falling out of favor together.
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The analytical bottom line So can this listing close the valuation gap with Micron? Partly, and for real reasons, the structural discount tied to access and liquidity should shrink now that the shares trade in New York. But that's the smaller, steadier piece. The bigger swing factor is whether the AI-memory euphoria holds, and that's the part I'd treat with skepticism rather than faith.
My honest read is that betting on gap closure is, at heart, a bet that the memory hype doesn't fade, and history shows memory hype always fades eventually. Investors drawn to the story should separate the two threads: The listing itself is a modest, durable tailwind, while the rich valuation both companies carry is a cyclical bet that can unwind quickly. Own it for the former if you like, but don't mistake a euphoric moment for a long-term trend.
MONTEVIDEO, Uruguay--(BUSINESS WIRE)--Mercado Libre (NASDAQ: MELI), the leading e-commerce and fintech platform in Latin America, today released the latest episode of its Investor Relations podcast series, "Inside Mercado Libre", "Mercado Pago Brazil with Andre Chaves." In this episode, Richard Cathcart, Investor Relations Senior Director, is joined by Andre Chaves, Senior VP and Country Head for Mercado Pago Brazil, to discuss the strategy, competitive advantages, and growth opportunities of Me.
Investors interested in Internet - Software stocks are likely familiar with VTEX (VTEX) and Sea Limited Sponsored ADR (SE). But which of these two stocks offers value investors a better bang for their buck right now?
Sea Limited COO Gang Ye sold 40,000 shares of Sea Limited (SE 1.06%) at $113.28 per share, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$4.5 millionShares sold (indirectly held)40,000Post-transaction shares (directly held)21,636,405Post-transaction shares (indirectly held)400,000Post-transaction value$2.44 billionTransaction value based on SEC Form 4 weighted average sale price ($113.28); post-transaction value based on July 13, 2026, market close ($110.66).
Key questionsWhat was the mechanism for this transaction?
The 40,000 shares were sold indirectly through a BVI entity controlled by Gang Ye, utilizing a Rule 10b5-1 trading plan to automate the disposition.When was the trading plan established?
The BVI entity adopted the prearranged Rule 10b5-1 plan on Sept. 4, 2025, which allows insiders to execute trades in accordance with preset criteria to address concerns about the use of material nonpublic information.What is the insider's remaining direct equity exposure?
Following this transaction, Gang Ye maintains direct ownership of 21,636,405 shares, which accounts for the vast majority of the insider's $2.44 billion total equity position.What are the primary business operations of the company?
Singapore-based Sea Limited operates in digital entertainment through its Garena platform, as well as in e-commerce and digital financial services across Southeast Asia, Latin America, and other international markets.Company OverviewMetricValueShare Price (as of market close 2026-07-13)$110.66Market Capitalization$67.8 billionRevenue (TTM)$25.2 billionNet Income (TTM)$1.6 billionCompany SnapshotSea Limited operates a diversified digital platform ecosystem spanning digital entertainment through its Garena brand, e-commerce operations, and digital financial services across Southeast Asia, Latin America, and other international markets.The company generates revenue through multiple streams, including in-game monetization and eSports events from its gaming platform, transaction fees and commissions from e-commerce operations, and financial services offerings, including payments and lending products.Sea Limited serves a broad consumer base across emerging markets, targeting mobile-first users in Southeast Asia and Latin America who engage with gaming, online shopping, and digital financial services.Sea Limited is a leading digital platform operator in emerging markets with a market capitalization of $67.8 billion and TTM revenue of $25.2 billion, demonstrating significant scale across its diversified business segments. The company's integrated ecosystem approach—combining entertainment, commerce, and fintech—creates cross-selling opportunities and customer stickiness in high-growth regions. With 102,700 employees and operations spanning multiple geographies, Sea Limited leverages its technological infrastructure and regional market expertise to maintain competitive advantages in the digital services sector.
What this transaction means for investorsSimply put, this shouldn’t be a worrisome transaction for investors. While a $4.5 million sale of SE stock may be eye-catching at first, Gang Ye still holds over $2.4 billion in the company’s shares -- making the sale virtually imperceptible on a relative basis.
From a business-level perspective, Sea Limited remains a promising growth stock for investors willing to tolerate a higher level of risk. Sea’s Shopee (e-commerce), SeaMonee (fintech), and Garena (gaming) units grew sales by 46%, 59%, and 41%, respectively, in its latest quarter, while the company remained solidly profitable. There is absolutely no shortage of growth for the company to pursue; rather, its main goal now is to scale this outsize expansion into higher profit margins, which haven’t grown as much in tandem.
While I would personally rather own more Coupang and MercadoLibre for my interest in international e-commerce and fintech, I still hold a small position in Sea Limited simply because of its immense growth potential. Trading at 29 times forward earnings, Sea looks like a reasonably priced growth stock following its 43% decline over the last year. With its Garena unit stabilized after a couple of tumultuous years and with SeaMonee’s loan delinquencies in check so far, I think Sea Limited’s ecosystem is poised to thrive for years to come.
Josh Kohn-Lindquist has positions in Coupang, MercadoLibre, and Sea Limited. The Motley Fool has positions in and recommends MercadoLibre and Sea Limited. The Motley Fool recommends Coupang. The Motley Fool has a disclosure policy.
Taiwan Semiconductor Manufacturing (TSM +0.50%) is right in the middle of the artificial intelligence (AI)-fueled semiconductor boom, primarily due to its status as the world's largest foundry that manufactures chips for leading fabless chipmakers and consumer electronic companies.
There is a good chance of TSMC stock getting a nice shot in the arm when it releases its second-quarter results on July 16. The strong demand for TSMC's advanced chipmaking nodes and the company's solid pricing power indicate that it could crush Wall Street's expectations. And now, the latest monthly revenue update from TSMC makes it clear that this semiconductor bellwether is on track to deliver more upside following 32% gains in 2026.
Let's see why that may be the case.
Image source: TSMC.
TSMC's Q2 performance indicates that AI chip demand is getting stronger TSMC's June revenue jumped by an impressive 68% year over year. This is the fastest monthly revenue growth the company has reported in 2026, well above the 45% year-over-year jump in its March revenue. What's worth noting is that the foundry specialist's monthly revenue increased by 6.2% from May. That's a big deal, as TSMC's June revenue has declined sequentially from May in each of the past four years, as noted by research and analysis provider SemiAnalysis (via CNBC).
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This solid growth has helped TSMC exceed the high end of its Q2 revenue guidance of $40.2 billion, according to SemiAnalysis. That would translate into a year-over-year increase of almost 34%. Additionally, TSMC's leading-edge 3-nanometer (nm) process node is sold out, driven by incredible demand from key customers such as Nvidia, Apple, AMD, and others.
Not surprisingly, TSMC is reported to have increased the prices of its advanced nodes by 5% to 10%, according to Tom's Hardware. The 3nm node produces a quarter of TSMC's revenue, and the reported price hike should boost the company's margins. TSMC's operating margin was 49.6% in the second quarter of 2025. It guided to a 57.5% operating margin for the second quarter, but the actual number could be much higher when it reports on July 16.
As a result, TSMC's earnings-per-share growth could exceed the 55% year-over-year increase that analysts are anticipating in Q2. Also, its guidance could be stronger than expected, primarily due to the production ramp of the 2nm N2 production node. TSMC started volume production of the N2 node in Q4 2025 and is looking to add capacity to support solid demand for this node.
TSMC has reportedly priced this process node at a 10% to 20% premium over the 3nm node, indicating that further margin improvements could be in the cards. This explains why analysts are expecting stronger long-term earnings growth from TSMC.
Data by YCharts
Buy the stock while it trades at a reasonable valuation TSMC trades at 28 times forward earnings, only a slight premium to the tech-focused Nasdaq-100 index's forward earnings multiple of 25.6. It could trade at a bigger premium if its earnings per share and guidance indeed crush consensus estimates this week.
Moreover, TSMC's earnings could exceed the 50% jump that analysts are forecasting in 2026, driven by price hikes and the addition of the higher-priced N2 node. So, it makes sense to buy this stock ahead of its Q2 report, as it is highly likely that its impressive rally is about to get a nice shot in the arm.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
SummaryTaiwan Semiconductor Manufacturing Company is poised for continued strong growth, driven by surging AI chip demand and its dominant manufacturing position.TSM consistently outperforms earnings expectations, with Q2 revenue already surpassing forecasts and a likely earnings beat anticipated on Thursday.TSM’s pricing power is strengthening, with potential 15% price hikes on advanced products and robust AI capex trends fueling further upside.Despite rapid growth and a fortress balance sheet, TSM trades at 26x 2026 earnings—well below many AI peers—making it attractively valued for long-term investors.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Learn More » Getty Images
Article Thesis Taiwan Semiconductor Manufacturing Company Limited (TSM) will report its next quarterly earnings results on Thursday. On the back of the booming artificial intelligence chip market, TSM will report very strong growth -- likely outperforming expectations once more. With its
54.13K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, AVGO, NVDA, MSFT, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
I hit the buy button on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) again this week, and I will hit it again the next time macro traders panic. The recent pullback did not shake me. It handed me a discount on the one company that physically manufactures the future.
Here is the thesis in plain English: every serious AI chip on earth runs through Taiwan Semiconductor’s fabs. NVIDIA’s Blackwell architecture, the accelerators from Apple, AMD, Broadcom, and the custom silicon quietly reshaping hyperscaler data centers all funnel into the same foundry. When a company commands roughly 70% of the global foundry market and serves as the exclusive producer for NVIDIA’s Blackwell architecture, it becomes infrastructure. That is what keeps pulling me back.
The Numbers Behind the Conviction The growth trajectory is doing the arguing for me. May 2026 consolidated net revenue landed at NT$416.98 billion, up 30.1% year over year, and cumulative revenue through the first five months of 2026 came in at NT$1.96 trillion, up 30.0%. CEO C.C. Wei has guided to more than 30% full-year revenue growth in 2026. That guidance is being backed by cash. Q1 2026 net income attributable to shareholders came in at $572.80 billion, up 43.82% year over year, on revenue of $1.134 trillion, up 21.45% YoY.
Second, the moat is widening geographically. The TSMC Arizona fab is now eligible for a 35% U.S. investment tax credit, up from 25%, effective January 1, 2026. Add in government subsidies underpinning the Germany (ESMC) and Japan (JASM) plants, and the political risk premium that scared people for a decade is being actively engineered down.
Third, the valuation. This is a foundry monopoly trading at a trailing P/E of 39 and a forward P/E of 31, with operating margins of 58.1% and return on equity of 36.2%. Wall Street currently sits at 17 Buy ratings, 2 Hold, and zero Sell ratings. When a business compounds like this and the analyst desk cannot find a bear, I stop trying to time the entry.
The Risk I Refuse to Ignore Customer concentration is real. The top 10 customers account for 84% of accounts receivable. Layer that onto the geopolitical and earthquake exposure of Taiwan-based facilities, and you have a genuine tail risk. I do not dismiss it. What blunts it for me is the Arizona, Japan, and Germany expansion, the mutual dependency of those top customers (NVIDIA cannot switch fabs on a whim), and the fact that the U.S. government has quietly turned this company into a strategic partner rather than a foreign vendor.
Why the Buy Button Stays Active The stock is up 43.59% year to date and 1,943.54% over the past ten years, and I still think the retirement-account version of me will look back at $434 as a bargain. Every AI roadmap runs through this fab. I would rather own the road than guess which car wins.
CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories depending on the business.
PC and smartphone sales are still struggling, both down more than 10-15% year-over-year in 2026 estimates. But AI server chips are a different picture entirely. Demand keeps climbing as more companies adopt agentic AI and keep spending on data center buildout.
BofA flagged a few big questions investors should watch this earnings season: how big the server CPU market really is (estimates range from $120 billion to $200 billion or more), whether recent price increases will stick, how much CPU power each new AI system actually needs, whether supply can keep up with demand, and how market share will shake out as more chip options hit the market.
Speed or scale? There's also a real debate brewing over what makes a CPU good at AI. Some, including Nvidia, argue that faster individual cores matter most since they cut down latency on tool calls. AMD sees it differently, arguing that handling many tasks at once and overall rack performance matter more. BofA thinks both sides have a point, and either way, it points to stronger CPU demand ahead.
AMD: expect a beat and raise BofA expects AMD to beat expectations and raise guidance, driven by continued market share gains, strong cloud demand and solid visibility into supply. The firm thinks AMD's next quarterly outlook will include news of the first shipment of its MI455X "Helios" rack, setting up a bigger ramp by Q4 that could hit $6-7 billion a quarter or more. AMD's new Venice server chip is also launching around the same time.
Management last pegged the server CPU market at $120 billion back in May, and BofA thinks that number could climb higher. The firm raised its price target on AMD to $620 from $550, pointing to the company's July 23 "Advancing AI" event as a potential catalyst.
Intel: pricing should cushion the blow PC unit sales remain a drag for Intel, likely down 10-15% or more this year. But BofA expects better pricing on both PC and server chips, plus AI demand, to make up for it. Investors will likely be watching margins in Intel's Products segment, along with updates on its foundry business and next-gen 18A server chips. BofA currently sees Intel's server market share sliding to 24% by 2030, down from 41% last year.
ARM: phones are a drag, servers are the hope ARM's royalty revenue is still tied mostly to smartphones, where volumes are expected to keep falling through 2027. Big content gains from newer chip architectures are mostly already priced in. The bigger opportunity, server wins with Google and Microsoft, likely won't show up until the back half of 2026 or later. One wildcard: ARM's AI chip business could see demand outstrip supply by 2027-28, which BofA says could become a real swing factor.
New York, New York--(Newsfile Corp. - July 14, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Intuit Inc. (NASDAQ: INTU) 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 Intuit securities between August 22, 2025 and May 20, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/INTU.
Intuit Case Details
The complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; in reality, Intuit was losing significant business in its tax-related business, particularly in its TurboTax business, as a result of, inter alia, increasing competitive and pricing pressures; accordingly, Intuit's previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and as a result, Defendants' public statements were materially false and misleading at all relevant times.What's Next for Intuit 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/INTU, 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 Intuit you have until September 8, 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 Intuit 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 Intuit 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/304941
Source: Bronstein, Gewirtz & Grossman, LLC
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LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON INTUIT INC. (INTU), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On May 20, 2026, Reute.
Despite some recent volatility, the benchmark S&P 500 has returned 10.3% so far in 2026. But had an investor bought the Vanguard Information Technology ETF (VGT +1.64%) on Jan. 1 instead, they would be sitting on a much bigger gain of 23.3%.
The exchange-traded fund (ETF) invests exclusively in stocks from the information technology sector, which is home to several trillion-dollar giants at the center of the artificial intelligence (AI) boom. Many of those stocks have consistently outperformed the broader market over the last few years, fueling blistering returns in this Vanguard ETF.
Will the strong returns continue, or are prospective investors now late to the party?
Image source: Getty Images.
This ETF has over half of its assets parked in five trillion-dollar stocks There are currently 12 American companies valued at $1 trillion or more, and five of them are in the information technology sector:
Nvidia (NVDA +4.18%): $5.1 trillion. Apple (AAPL 0.64%): $4.7 trillion. Microsoft (MSFT 1.08%): $2.9 trillion. Broadcom (AVGO +2.63%): $1.9 trillion. Micron Technology (MU +4.88%): $1.05 trillion. The Vanguard Information Technology ETF holds 323 stocks, but the five above alone account for a whopping 50.6% of its portfolio value, so they have a major influence on its performance.
Stock
Vanguard ETF Portfolio Weighting
1. Nvidia
16.78%
2. Apple
15.26%
3. Microsoft
9.87%
4. Broadcom
4.49%
5. Micron Technology
4.19%
Data source: Vanguard. Portfolio weightings are accurate as of May 31, 2026, and are subject to change.
Four of those five stocks have outperformed the S&P 500 this year, which helps explain why the Vanguard ETF is beating the index.
MU data by YCharts
Nvidia, Broadcom, and Micron are likely to continue performing well as demand still significantly outweighs supply for data center chips and components critical to developing AI models. Microsoft is a leader in AI software and AI cloud services, and while its stock is lagging the pack right now, it's so attractively valued that I think a recovery is only a matter of time.
But I also want to shine a light on some of the stocks sitting just outside the Vanguard ETF's top-five holdings. Advanced Micro Devices, Intel, and Lam Research are also central to the AI infrastructure boom, and their respective stocks have each more than doubled this year.
Data by YCharts.
Should investors still buy the Vanguard Information Technology ETF? This Vanguard ETF has a stellar track record against the broader market. It has delivered a compound annual return of 14.9% since it was established in 2004, beating the S&P 500, which returned 10.9% per year over the same period. That 4 percentage-point difference might not sound like much at face value, but it would've had an incredible impact in dollar terms because of the magic of compounding.
Starting Balance In 2004
Compound Annual Return
Balance In 2026
$50,000
14.9%
$1,061,721
$50,000
10.9%
$486,927
Data source: Calculations by author.
From that perspective, buying the Vanguard ETF seems like a no-brainer for long-term investors. But there are some near-term risks worth considering, centered on the sustainability of the AI infrastructure spending boom. While most tech giants are moving full steam ahead with their planned capital expenditures, the rising cost of chips and components has forced some AI providers to implement passive price increases for their models and software products.
This is causing some angst among their customers. Uber Technologies, for example, recently burned through its entire 2026 AI budget in just four months by using Anthropic's Claude Code. Uber's chief operating officer said it's becoming harder to justify that kind of spending.
Today's Change
(
1.64
%) $
1.89
Current Price
$
117.47
Alphabet CEO Sundar Pichai said he's fielding similar complaints from many of Google's enterprise AI customers. A recent survey by UBS Group suggests 60% of businesses are now curbing some of their AI spending by using cheaper models that use less computing power, which could spell trouble for semiconductor demand in the near future.
Investors can smooth out this noise by adopting a time horizon of five years or more, because AI is likely here to stay despite any short-term teething problems. Plus, a number of other technologies are in the pipeline that could deliver spectacular long-term returns for the Vanguard ETF, such as robotics, autonomous vehicles, and quantum computing.
As a result, investors who don't have much exposure to information technology stocks already might want to consider adding this ETF to their portfolio.
Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Broadcom, Intel, Lam Research, Micron Technology, Microsoft, Nvidia, and Uber Technologies. The Motley Fool has a disclosure policy.
Over the past five years, Nvidia (NVDA +3.99%) has generated returns of more than 950%, and along the way, it has become the most valuable company in the world. It's not a speculative buy as its valuation is backed by strong financials and profit growth. Even though its market cap of $5 trillion may suggest it's expensive, its price-to-earnings (P/E) multiple is 33, which is higher than the S&P 500 average of 26, but still nowhere near as high as some other stocks.
Given the company's robust opportunities in artificial intelligence (AI), it's not hard to make a case that it's worth a sizable premium. And it's a downright bargain when you compare it to the following AI stocks, which trade at far higher multiples.
Image source: Getty Images.
Broadcom: 66 times earnings Custom chipmaker Broadcom (AVGO +2.63%) has also benefited from enormous demand due to AI. As tech companies seek cheaper alternatives to Nvidia's high-priced chips, Broadcom has been a popular option. Its growth rate was 48% in its most recent quarter (which ended May 3). And the company says that semiconductor revenue due to AI rose by 143%, coming in even higher than its forecast.
Demand has been through the roof, and investors have been paying a huge premium for the stock, which trades at a P/E multiple of 66. It's a steeper premium than Nvidia. Not only does the higher valuation make Broadcom a bit of a riskier holding, but with a high dependency on demand from hyperscalers, there's the danger that its growth rate could take a hit if tech giants cut back on AI investments, which could happen in the future as spending has been coming under the microscope of late.
Today's Change
(
2.63
%) $
10.09
Current Price
$
394.14
Broadcom's stock has been struggling in recent weeks as its strong quarter wasn't enough to convince investors it's still worth buying; it's down about 20% from its 52-week high.
Palantir Technologies: 150 times earnings The only non-chip stock on this list is Palantir Technologies (PLTR +3.94%). The data analytics company has an AI-powered platform that helps governments and commercial customers make better, faster, and smarter decisions. It has gained notoriety for its popularity on the battlefield and the U.S. government being a key customer.
During the first three months of this year, the company's revenue rose by 85%, and CEO Alex Karp boasted of the company's Rule of 40 score now being a whopping 145%. But while its adjusted margins look solid, the reality is that on a per-share basis, its earnings aren't all that high in relation to its share price. Its earnings per share came in at just $0.34 for the quarter, which extrapolates out to around $1.36 for an entire year -- that's fairly low for a stock that's trading at around $130.
Today's Change
(
3.94
%) $
5.13
Current Price
$
135.17
Even though the business is doing well, investors are paying a massive premium, as its P/E multiple is around 150, even after the stock has declined 25% this year.
Advanced Micro Devices: 188 times earnings The most expensive stock on this list belongs to a company that has long been seen as Nvidia's key rival in the chip space: Advanced Micro Devices (AMD +3.73%), better known as just AMD. The company hopes that its newest chips become viable alternatives for Nvidia customers to consider.
While its growth rate has been improving, it arguably isn't that high to warrant the premium the stock trades at. For the period ending March 28, the company's revenue rose by 38% to $10.3 billion. While both management and investors are bullish for more growth ahead, the problem is that with the stock trading at a P/E of 188, that may already be priced in at this stage. If AMD fails to deliver strong and potentially even better numbers than it did in its most recent quarter, the stock could be due for a sell-off, given how pricey it has become.
Today's Change
(
3.73
%) $
19.94
Current Price
$
554.33
AMD's stock has skyrocketed more than 160% this year, but in doing so, it is now a far more expensive stock than Nvidia. With a lot still to prove, it's not the safest option out there for AI investors right now.
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Your feed is full of Broadcom. The stock chart is a staircase, the AI headlines keep coming, and Hock Tan keeps guiding higher. You didn’t buy any. You feel behind.
You’re not.
From December 31, 2025 through July 10, 2026, Broadcom (NASDAQ:AVGO | AVGO Price Prediction) returned 15.99% on a year-to-date basis. Over that same window, the Invesco QQQ Trust (NASDAQ:QQQ), the ETF tracking the NASDAQ-100 index, returned 18.10%. The boring basket beat the hot ticker.
The Math, in Dollars Anchor it to real money. A $10,000 stake in AVGO on the last trading day of 2025 was worth roughly $11,599 as of July 10, 2026. The same $10,000 in QQQ was worth about $11,810. Different route, better destination, one-stock risk skipped.
Zoom out and Broadcom is still the sexier chart. Over the trailing twelve months AVGO is up 46.3% against QQQ at 30.62%. But the story most retail investors are telling themselves right now is a 2026 story, and in the 2026 story the index quietly won.
Same Tide, Different Boats The reason both charts point up is the same reason: the AI infrastructure buildout. Broadcom’s Q2 fiscal 2026 revenue jumped 47.9% year over year to $22.187 billion, with AI semiconductor revenue alone hitting $10.80 billion, up 143% year over year. Management guided Q3 AI revenue to $16.0 billion, more than 200% YoY growth. CEO Hock Tan called it “record revenue, operating profit and free cash flow” driven by custom AI accelerators and networking silicon for hyperscalers.
That check being written by the hyperscalers doesn’t land only at one address. It lands across the entire NASDAQ-100 mega-cap tech complex: the chip designers, the foundry customers, the cloud platforms buying the gear, the software layer running on top of it. QQQ owns that theme as a basket of roughly 100 of the largest non-financial companies listed on Nasdaq. Owning the basket captured whichever name printed the loudest AI number.
The Trade-Off You Skipped Yes, Broadcom holders had the higher-conviction ride. They also had to sit through it. AVGO’s beta is 1.462 and its 52-week range runs from $267.60 to $494.18. Reddit sentiment on the name whipped from bullish 65 around the Apple deal in early June to very-bearish 18 by June 23. That is the price of admission for a single stock, even a good one.
And single-stock risk isn’t hypothetical. On the July 9, 2026 tape, one NYSE-listed hot name, Rackspace (NYSE:RXT) dropped 33.59% in a single session on 59 million shares of volume. Different company, different story, same lesson: concentration cuts both ways. QQQ spreads that risk across its full basket for an expense ratio of roughly 0.20%. You gave up the top of the trade to skip the bottom of it.
Process Over Picks This is the quiet argument for indexing the theme instead of chasing the ticker. You don’t need to have called Broadcom’s AI accelerator ramp, timed the Apple partnership, or held through the mid-June sentiment swoon to have participated. You needed exposure to the force behind all of it, and you needed to leave it alone.
Broadcom may keep running. It may not. If you’re kicking yourself for missing AVGO in 2026, look at your QQQ line again. The tide did the work. Owning a process that captures tides beats guessing which fish will jump highest, and it costs a lot less sleep.
Contact [email protected] for any questions or corrections.
These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.
1. BABX – GraniteShares 2x Long BABA Daily ETF
BABX, which provides 2x leveraged exposure to the daily price movement for shares of Alibaba Group Holding Limited stock, topped the leveraged ETFs’ list with over 34% weekly gains. Alibaba stock surged last week due to a combination of positive earnings previews, accelerating AI revenue, a temporary U.S. legal reprieve, and active share buybacks.
2. KBAB – KraneShares 2x Long BABA Daily ETF
KBAB, which provides 2x leveraged exposure to the daily price movement of Alibaba Group Holding Limited stock, ranked second on the list with ~34% weekly gains.
3. FBL – GraniteShares 2x Long Meta Daily ETF
FBL provides 2x leveraged exposure to the daily price movement for shares of Meta Platforms and was one of the top leveraged ETFs with ~30.5% gains in the last week. Meta shares jumped, driven by a wave of positive AI news that eased investor concerns over the company’s massive infrastructure costs and its reliance on outside chipmakers.
4. AVGX – Defiance Daily Target 2X Long AVGO ETF
AVGX, which seeks to deliver 2x leveraged exposure to the daily share price movement of Broadcom Inc. stock (AVGO), was another contender on the top levered ETFs’ list with ~23% weekly gains. Broadcom stock increased last week following a major agreement with Apple to extend their chip supply partnership. The landmark multiyear deal is expected to exceed $30 billion and secures Broadcom’s role as a primary custom chip and hardware supplier through 2031.
5. AVGU – GraniteShares 2x Long AVGO Daily ETF
AVGU provides 2x leveraged exposure to the daily price movement for shares of Broadcom, and was another contender on the list with ~22% gains in the last week.
6. SNK – GraniteShares 2x Short SpaceX Daily ETF
SNK provides 2x inverse leveraged exposure to daily price movement for shares of Space Exploration Technologies Corp, (NASDAQ: SPCX) stock. The stock experienced a down trend due to a combination of heavy profit-taking, impending insider lock-up expirations, and a broader technology sector sell-off.
7. DLLL – GraniteShares 2x Long DELL Daily ETF
DLLL, which provides 2x leveraged exposure to the daily price movement for shares of Dell Technologies Inc. stock, also made it to the list. Dell Technologies stock increased as the market continued to reprice its stock based on record-breaking AI server demand and highly optimistic forward guidance. Additionally, investor enthusiasm was bolstered by government endorsements and bullish Wall Street price target updates.
8. NVDX – T-Rex 2X Long NVIDIA Daily Target ETF
NVDX aims to provide 2x leveraged exposure to the daily price movement of NVIDIA Corporation stock featured on the list with ~17% returns in the last week. Shares of this tech giant gained, following positive analyst reassurances regarding its long-term competitive edge in AI hardware and a sector-wide boost from a massive Apple-Broadcom chip deal.
9. NVDU – Direxion Daily NVDA Bull 2X Shares
NVDU, which provides 2x leveraged exposure, less fees and expenses, to the daily price movement for shares of NVIDIA stock, was another Nvidia-focused fund on the list with ~17% returns in the last week.
10. NVDL – GraniteShares 2x Long NVDA Daily ETF
NVDL, which provides 2x leveraged exposure to the daily price movement for shares of NVIDIA stock, also featured on the Leveraged/ Inverse ETFs’ list with ~17% weekly returns.
For more news, information, and analysis, visit the Leveraged & Inverse Content Hub.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$38.97▼
$50.63Dividend Yield2.11%
P/E Ratio40.05
Price Target$48.31
Fastenal’s NASDAQ: FAST stock price declined following its Q2 earnings release, creating another solid entry point for investors. The worst that can be said about the report is that earnings were only in alignment with the consensus forecast, providing no immediate impetus for bullish behavior.
However, “tepid” as the results may have been, the company revealed strengths investors like to own, including double-digit growth and strength across all segments, categories, and end markets, driven by new clients, client penetration, and digitization. Fastenal, among industrial suppliers, is uniquely positioned to benefit from digitization and AI, as it is a leader in technology-backed inventory management, providing effective solutions for businesses.
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Fastenal Fires on All Cylinders: Persistent Strength ExpectedFastenal had a solid Q2 with revenue growing by nearly 15% on broad-based strength. Revenue outpaced MarketBeat’s reported consensus by a slim margin, underpinned by a 14.7% increase in daily sales. Strength was driven by market share gains linked to large-client penetration, with double-digit demand across product lines and end markets. The single area of weakness was the comparison between national-level and localized business, which grew at a 7.2% pace compared to the stronger 17.9% posted by the national-level business.
Margin news was also good, despite the relative weakness in bottom-line results. A slight contraction in gross margin was offset by SG&A leverage, leaving operating and net margins flat to slightly up year over year. Net income grew by 14.9%, enabling balance sheet improvement while investing and returning capital to investors. The capital return is the operational factor, as quarterly strength and business trends allowed management to accelerate buyback activity.
Fastenal is a healthy capital-returning machine. The company’s dividend yields about 2% with shares near the middle of a long-term trading range and is expected to grow annually. Share buybacks have a smaller, but still significant, impact on capital returns, offsetting the impact of share-based compensation, with higher levels expected in upcoming quarters. Q2 capital returns came in at nearly 80% of the net income, well above the long-running 69% average.
Fastenal’s balance sheet highlights provided no red flags for investors, only incentives for ownership. The company's cash balance declined in Q2, but was offset by increases in assets, debt reduction, and equity improvements. Equity improved by more than 3% year-to-date, more than offsetting the incremental increase in the share count logged for the quarter. Looking ahead, investors can expect to see Fastenal’s balance sheet continue improving as it locks in market share and cash flow.
Sell-Side Data Reflects Strong Support for FastenalSell-siders may have wanted more from the Fastenal Q2 release, but it was not sufficient to alter their stance, which reflects strong support. MarketBeat tracks 15 analysts rating the stock as a consensus Hold; there is a 33% Buy-side bias within the data, coverage is increasing, and price targets are steady. Forecasting only modest upside as of mid-July, analyst trends are positive and likely to continue supporting market action. Institutions, meanwhile, are accumulating aggressively, limiting downside risk.
The stock price action also reflects strong, rising support, with the price trending higher over the past two years. The story in 2026 is that price action hit a ceiling in 2025 that will likely be retested before the year ends. The question is whether new highs will be set, and cash flow and capital returns suggest they will. Between then and now, the critical support is near a cluster of exponential moving averages (EMAs), including the 150-day EMA. It is a trigger likely to spur institutional investment when (if) reached.
Fastenal’s primary catalyst this year is the accelerating rollout of its digitized inventory management systems, FastBin and FastVend. They enable manufacturers, industries, and enterprises the ability to manage and control supply costs while providing Fastenal with visibility. Easing inflation is another catalyst, affecting the company’s margin and end-market demand. Assuming energy prices remain subdued, economic activity could pick up across the board.
What the market gets wrong about Fastenal is that its gross margin contractions are part of the overall strategy. The company is leaning hard into national contracted accounts that naturally have lower margins and expenses. Lower expenses are the critical factor, as reduced SG&A more than offsets the decline in gross margin. Meanwhile, the company is becoming entrenched in the end-market ecosystems, a fractured end-market at that, with its FastBin and FastVend systems, establishing a wide moat that competitors will not be able to cross. More importantly, localized vendors are unable to match Fastenal’s scale and digital capabilities, which enable it to gain share across the entire business cycle.
Should You Invest $1,000 in Fastenal Right Now?Before you consider Fastenal, you'll want to hear this.
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General Dynamics (NYSE:GD | GD Price Prediction) and Lockheed Martin (NYSE:LMT) both reported Q1 2026 earnings, and the results frame a naval showdown. GD’s Marine Systems delivered 21.0% revenue growth on submarines and destroyers. Lockheed answered with a $3.45 billion acquisition of Ultra Maritime, betting on sonobuoys and anti-submarine sensors rather than hulls.
Submarines Carry GD. Program Charges Bruise Lockheed. GD posted $13.48 billion in revenue, up 10.3% year over year, with diluted EPS of $4.10, a fourth straight beat. Marine Systems operating earnings jumped 26.4%, reflecting Electric Boat and Bath Iron Works pulling ahead on Columbia and Virginia-class submarine work. Free cash flow reached $1.952 billion. CEO Phebe Novakovic called it “a very good start to the year, delivering strong operating results and excellent cash conversion.”
Lockheed’s quarter looked different. Revenue landed at $18.021 billion, essentially flat, and diluted EPS of $6.44 came in missing expectations of $6.70. A $125 million F-16 charge, plus pressure on C-130, CH-53K, and Seahawk, compressed segment margins to 10.1% from 11.6%. Operating cash flow collapsed to $220 million, and free cash flow flipped to negative $291 million.
Hulls vs. Sensors: Two Naval Playbooks Lens General Dynamics Lockheed Martin Naval bet Submarine and destroyer hulls Ultra Maritime ASW payloads Q1 FCF $1.952B -$291M Book/backlog $188.44B contract value $194B backlog Forward P/E 23x 18x GD owns the physical monopoly on Navy nuclear boats. Lockheed is trying to weaponize Ultra’s sonobuoy and acoustic decoy tech to occupy the software and payload layers riding on GD-built platforms. CEO Jim Taiclet is also scaling munitions, signing framework agreements he says will lift Patriot, THAAD, and PrSM output by 3 to 4 times current rates.
The Next Test Is Whether Lockheed Can Absorb Ultra Cleanly I will be watching whether Lockheed’s Rotary and Mission Systems segment, already down 8% this quarter, can integrate a capital-heavy maritime pipeline without further margin dilution. For GD, the catalyst is capacity: whether Marine Systems can keep converting Columbia and Virginia-class demand into cash at current rates. Aerospace orders of $3.8 billion, up 63%, add a Gulfstream cushion Lockheed simply does not have.
Why I Lean Toward General Dynamics Right Now For steadier compounding tied to structural monopolies, GD screens as the cleaner setup. Trading around $374 with a 23x forward P/E and eight coordinated director purchases at $359.85 in June, the shipbuilder looks like the cleaner story. Lockheed, at 18x forward earnings with a $617 analyst target, fits investors comfortable underwriting a turnaround on fixed-price program execution. The Ultra integration and F-16 charges are the key overhangs to monitor on LMT before the setup clarifies.
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.
New York, New York--(Newsfile Corp. - July 14, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) 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 Roblox securities between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/RBLX.
Roblox Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants overstated Roblox's organic growth potential and the Company's ability to sustain "tremendous organic growth" following the rollout of its age verification features; Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings; as a result of these undisclosed trends, Roblox's growth rates were expected to decline more sharply than represented; and as a result of the foregoing, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Roblox 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/RBLX, 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 Roblox you have until August 7, 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 Roblox 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 Roblox 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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Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.
PPG Industries (PPG - Free Report) is headquartered in Pittsburgh, and is in the Basic Materials sector. The stock has seen a price change of 11.11% since the start of the year. The paint and coatings maker is currently shelling out a dividend of $0.71 per share, with a dividend yield of 2.49%. This compares to the Chemical - Specialty industry's yield of 0.66% and the S&P 500's yield of 1.33%.
Looking at dividend growth, the company's current annualized dividend of $2.84 is up 2.2% from last year. Over the last 5 years, PPG Industries has increased its dividend 5 times on a year-over-year basis for an average annual increase of 5.52%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. PPG Industries's current payout ratio is 37%, meaning it paid out 37% of its trailing 12-month EPS as dividend.
Looking at this fiscal year, PPG expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $7.93 per share, with earnings expected to increase 4.62% from the year ago period.
Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. It's important to keep in mind that not all companies provide a quarterly payout.
Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. That said, they can take comfort from the fact that PPG is not only an attractive dividend play, but also represents a compelling investment opportunity with a Zacks Rank of #2 (Buy).
Shares of CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) are up 11% to $207.71 in Tuesday midday trading, leading a broad cybersecurity rally as cooler-than-expected June inflation data lifts high-multiple tech. The NASDAQ 100 is up 1.21% on the session, with rate-sensitive software names capturing outsized inflows.
Palo Alto Networks (NASDAQ:PANW) shares are climbing 7%, while Fortinet (NASDAQ:FTNT) shares are up 4%. The First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) is rising 3%, confirming that the move is sector-wide rather than name-specific.
Cool CPI Fuels a Sector-Wide Risk-On Bid To be direct with readers: there’s no fresh company-specific catalyst for CrowdStrike today. Tuesday’s cooler June Consumer Price Index (CPI) print pulled forward rate-cut expectations, and high-beta, momentum-heavy names like CrowdStrike tend to outrun peers on days like this. CrowdStrike stock had also traded softer recently, setting up a snap-back bounce as buyers stepped in.
Several stale items making the rounds have been misread as today’s trigger. CrowdStrike’s 4-for-1 stock split took effect July 2, its strong fiscal Q1 2027 earnings beat was reported back on June 3, and Morgan Stanley’s Overweight note from around July 9 actually trimmed its target to $172. Those explain the multi-week run-up, not the Tuesday pop.
On the insider front, CrowdStrike CEO George Kurtz’s early-July share sale was a routine, pre-planned 10b5-1 transaction, so read it as a scheduled, mechanical transaction.
CrowdStrike’s Peers Ride the Same Wave Palo Alto Networks and Fortinet shares are participating in the same risk-on rotation. Palo Alto Networks stock is riding a 25% one-month gain, backed by 31% revenue growth and a 60% jump in Next-Generation Security annual recurring revenue (ARR) in its most recent quarter. Fortinet stock has been the year’s standout on returns, up 109% year to date after a Q1 FY2026 blowout that featured 31% billings growth tied to AI and operational technology demand.
The CIBR ETF is a simple way to see the correlation. Palo Alto Networks, CrowdStrike, and Fortinet combine for 24% of the fund’s net assets, with Palo Alto Networks and CrowdStrike each exceeding 8% weight. That concentration cuts both ways: it magnifies sector rallies, but it also means that the ETF isn’t leveraged and carries real single-name risk if any of the top three cracks.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn't make the cut. Grab the names FREE today.
The Valuation Debate Is the Real Story The tension for CrowdStrike investors is between rich multiples and long-term cybersecurity tailwinds from enterprise AI adoption. CrowdStrike stock trades at a forward P/E ratio of 152x against a 52-week range of $85.68 to $209.50. Palo Alto Networks shares carry a trailing P/E ratio of 291x, while Fortinet stock sits at a comparatively tame 57x.
The bulls can point to durable AI-driven security demand, platform leadership, and the fact that CrowdStrike stock is up 60% year to date with fundamental support: eight consecutive EPS beats and raised FY2027 guidance. The bears could counter that these multiples need continued big growth surprises to hold. Prediction sentiment currently reads bearish with a composite score of 34.25 on CrowdStrike, while Palo Alto Networks and Fortinet register neutral.
Given the tight correlation across these names, position sizing matters. Investors adding exposure here should keep in mind that a broad-market risk-off day can unwind sector-wide gains just as quickly.
What to Watch Now Watch for whether CrowdStrike stock can hold above $205 into the close, a level that could confirm the breakout rather than indicate a one-day squeeze.
The next scheduled catalyst is CrowdStrike’s Q2 FY2027 earnings report, and any Federal Reserve commentary this week could either extend or fade Tuesday’s rate-cut trade.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn't make the cut. Grab the names FREE today.
CrowdStrike stock continued its recent rally today, July 14, and is slowly nearing its all-time high of $209.55. It has jumped by 80% in the last six months, bringing its valuation to over $212 billion.
CRWD and other top cybersecurity companies like Fortinet, SentinelOne, and Palo Alto Networks have also soared. The general thesis is that the rise in AI agents will lead to more demand for cybersecurity spending. Still, there are some reasons why the stock is due for a reversal.
One technical reason why the CRWD stock may reverse soon is known as mean reversion. This is a technical concept where stocks and other assets reverses and returns to their historical averages over time.
In CrowdStrike’s case, the stock has jumped to $208.8, which is much higher than the 50-day moving average of $167 and the 200-day level of $133. As such, there is a risk that it may reverse and move towards these averages.
This reversal may happen before or after its earnings on August 26. It may also happen after other top cybersecurity companies publish their financial results.
CRWD stock chart | Source: TradingView
The other technical risk is that the stock is forming a bearish divergence pattern. This is a situation where an asset is rising while the top oscillators are moving downwards.
In this case, the Relative Strength Index (RSI) has dropped from a high of 86 to the current 68. Also, the Percentage Price Oscillator (PPO) formed a bearish crossover and is still pointing downwards. In most cases, an asset normally retreats after forming a bearish divergence.
CRWD stock chart | Source: TradingView
Meanwhile, data shows that CrowdStrike is a highly overvalued company. SeekingAlpha data shows that the company has a forward price-to-earnings ratio of 152, higher than the technology sector median of 24.
With its growth metrics included, the company has a forward PEG ratio of 5.40, which is also higher than the sector median of 1.3. These valuation multiples likely explain why analysts are less optimistic about the company.
Data shows that several analysts have lowered their targets recently. Rosenblatt Securities lowered the target from $206.25 to $206, while Needham slashed it to $235. Benchmark’s Yi Fu Lee lowered the target to $230. While these targets are higher than the current price, they point to marginal gains from the current level.
Analysts expect the company's annual revenue to grow by 23% to $5.9 billion this year, followed by another increase to $6.91 billion next year. The company has also continued to deliver solid profit growth. Despite these strong fundamentals, its valuation and technical indicators suggest the stock could face a near-term pullback.
READ MORE: CrowdStrike shares drop on ARR shortfall despite strong quarterly results
Following the announcement, the stock fell nearly 9%. According to Bloomberg, RBC Capital Markets analyst Brian Abrahams said the findings “leave more questions than answers.”
While the data were largely in line with expectations, he said questions remain about their robustness and reproducibility. He also noted that the strongest clinical benefit was seen in the lowest-dose group despite greater reductions in tau at higher doses.
Separately, the company and Eisai also secured U.S. Food and Drug Administration (FDA) approval for a once-weekly subcutaneous initiation dose of LEQEMBI IQLIK, expanding treatment options for patients with early Alzheimer’s disease.
Phase 2 Data Support Next Step For DiranersenThe new findings from the Phase 2 CELIA study, presented at the Alzheimer’s Association International Conference 2026, build on previously reported topline results.
The company said diranersen demonstrated efficacy across all dose groups after 18 months, with the strongest results seen in patients receiving the 60 mg dose every six months.
Compared with placebo, the regimen slowed clinical decline by 26% on the Clinical Dementia Rating Sum of Boxes, while also showing improvements across cognitive and composite measures, including ADAS-Cog13, MMSE, modified iADRS, and ADCOMS.
Most of those differences reached nominal statistical significance.
Higher-dose regimens also slowed clinical decline across multiple endpoints, although the study did not meet its primary objective of demonstrating a dose-response relationship on CDR-SB at 18 months.
Tau Biomarker Reductions Back MechanismBeyond clinical outcomes, Biogen said diranersen achieved 50% to 65% reductions in cerebrospinal fluid total tau across all evaluated doses.
In a tau PET imaging substudy, decreases in brain tau pathology were observed across all assessed brain regions.
According to the company, diranersen is the first tau-directed therapy to demonstrate reductions in both cerebrospinal fluid total tau and brain tau pathology in a Phase 2 study.
The therapy was generally well tolerated, with most adverse events reported as mild or moderate.
The most common events included procedural pain, post-lumbar puncture syndrome, and confusional state, which generally resolved within a week.
More than 90% of participants completing the placebo-controlled portion elected to continue into the extension study.
FDA Approves Weekly LEQEMBI IQLIK InjectionOn Monday, Biogen and Eisai Co., Ltd. said the FDA approved a supplemental Biologics License Application for once-weekly LEQEMBI IQLIK subcutaneous injections as an initiation treatment for early Alzheimer’s disease.
The approval allows patients to begin therapy using an autoinjector rather than intravenous infusions. The approved initiation regimen consists of 500 mg administered weekly as two 250 mg injections.
Patients can also receive LEQEMBI through either intravenous infusion or subcutaneous injection throughout treatment and switch between the two administration methods.
Phase 3 Clarity AD long-term extension data supported the approval, showing subcutaneous administration achieved exposure comparable to intravenous dosing, with similar expected efficacy, amyloid removal, and overall safety.
BIIB Stock Price Activity: Biogen shares were down 8.67% at $190.90 at the time of publication on Tuesday, according to Benzinga Pro data.
Photo by JHVEPhoto via Shutterstock
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Key Takeaways Biogen won FDA approval for Leqembi Iqlik as a weekly SC starter dose for early Alzheimer's disease.BIIB said the SC autoinjector delivers treatment in about 15 seconds and can be used at home.BIIB plans to launch Leqembi Iqlik by the end of next month after studies matched IV drug exposure. Shares of Biogen (BIIB - Free Report) rose nearly 5% yesterday after the company announced that the FDA approved a subcutaneous (SC) autoinjector version of Leqembi as an initiation dosing option for the treatment of early Alzheimer’s disease (AD). The SC version of the drug is marketed under the brand name Leqembi Iqlik.
Previously, patients initiating Leqembi therapy were required to receive intravenous (IV) infusions once every two weeks for 18 months before transitioning to monthly IV maintenance dosing or weekly SC maintenance dosing. With the latest approval, patients now start treatment with a once-weekly SC autoinjector, eliminating the need for biweekly IV infusions during the initiation phase.
The new option provides relief to AD patients taking Leqembi, as IV administrations are time-consuming, nearly one hour for each infusion. According to Biogen, this SC version can be administered in about 15 seconds and can even be used by patients at home or in medical centers. Patients may also switch from IV to SC administration or vice versa, providing greater convenience and flexibility in Leqembi administration.
BIIB’s Stock PerformanceThe latest approval marks an important milestone for Leqembi, as patients can now receive the entire course of treatment through the SC formulation, including at-home administration, if appropriate. While Leqembi Iqlik requires weekly administration, it can be delivered in about 15 seconds using an autoinjector, offering a more convenient alternative to hour-long IV infusions. Investors likely cheered the approval, driving Biogen's shares higher.
Year to date, the stock has risen 19% compared with the industry’s 2% growth.
Image Source: Zacks Investment Research
More on BIIB’s LeqembiThe latest FDA approval is supported by data from multiple clinical studies, which indicated that weekly dosing with Leqembi Iqlik achieved drug exposure equivalent to that of the IV version. Biogen plans to commercially launch this version by the end of next month.
Leqembi was initially approved by the FDA in 2023 as a biweekly IV medication (for both initial and maintenance dosing) to treat AD patients with mild cognitive impairment (MCI) or the mild dementia stage of the disease (collectively referred to as ‘early AD’). The drug is approved for a similar indication in the European Union.
Biogen has developed Leqembi in collaboration with Japan-based Eisai, with the latter leading the clinical development and regulatory submissions. Though both companies co-commercialize and co-promote the drug, Eisai has the final decision-making authority.
Biogen Bets on Tau in Next Phase of AD Drug DevelopmentLeqembi is an amyloid-targeting therapy designed to slow disease progression by removing amyloid-beta plaques. Another approved amyloid-targeting AD treatment is Eli Lilly's (LLY - Free Report) Kisunla, which poses significant competition to the Biogen/Eisai drug. Both companies are exploring additional disease mechanisms that could further improve AD patient outcomes.
Recently, Biogen made headlines after deciding to advance its experimental tau-targeting therapy, diranersen, into late-stage development despite the candidate missing the primary endpoint in a mid-stage study. Although the study did not demonstrate the expected dose-dependent clinical benefit, pre-specified analyses of cognitive endpoints showed a reduction in clinical decline across all studied doses, particularly among participants receiving the lowest drug dose. The drug is being developed in collaboration with Ionis Pharmaceuticals (IONS - Free Report) .
Diranersen remains among the more advanced tau-targeting therapies currently in development for AD, an area that many researchers believe could complement existing amyloid-focused treatments or potentially provide improved disease-modifying benefits.
BIIB’s Zacks RankBiogen currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Devon Energy (DVN - Free Report) , which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry.
When looking at the last two reports, this oil and gas exploration company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.62%, on average, in the last two quarters.
For the last reported quarter, Devon Energy came out with earnings of $1.04 per share versus the Zacks Consensus Estimate of $1 per share, representing a surprise of 4.00%. For the previous quarter, the company was expected to post earnings of $0.81 per share and it actually produced earnings of $0.82 per share, delivering a surprise of 1.23%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Devon Energy. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. 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.
Devon Energy has an Earnings ESP of +1.50% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 4, 2026.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
New York, New York--(Newsfile Corp. - July 14, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) 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 Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/LCID.
Lucid Case Details
The Complaint alleges that throughout the Class Period, Defendants failed to disclose that:
a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and as a result, defendants' public statements were materially false and misleading at all relevant times.What's Next for Lucid 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/LCID, 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 Lucid you have until July 28, 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 Lucid 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 Lucid 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.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300164
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming August 24, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired ZoomInfo Technologies Inc. (“ZoomInfo” or the “Company”) (NASDAQ: GTM) securities between November 3, 2025 and May 11, 2026, inclusive (the “Class Period”).IF YOU SUFFERED A LOSS ON YOUR ZOOMINFO INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUIN.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ZoomInfo Technologies Inc. (NASDAQ: GTM) 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 ZoomInfo securities between November 3, 2025 and May 11, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/GTM.
ZoomInfo Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose:
The true state of ZoomInfo's slowing seat-based demand, weakening upsell opportunities, and deteriorating fundamentals across its downmarket and upmarket segments.
That Defendants' optimistic growth narrative, including representations that full-year 2026 revenue guidance of $1.247–$1.267 billion was achievable and that Copilot penetration was on or ahead of schedule. That customers were migrating toward consumption-based models and developing internal AI-driven go-to-market solutions, trends Defendants minimized despite their material adverse impact on ZoomInfo's business.
On May 11, 2026, ZoomInfo reported its first quarter 2026 results and slashed its full-year revenue guidance by approximately $62 million
Following this news, the price of ZoomInfo's common stock declined dramatically, from a closing market price of $6.04 per share on May 11, 2026, ZoomInfo's stock price fell to $4.06 per share on May 12, 2026, a decline of about 33%.
What's Next for ZoomInfo 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/GTM. 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 ZoomInfo you have until August 24, 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 ZoomInfo 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 ZoomInfo 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.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that BDO Canada, a leading advisory firm serving clients from startups to enterprises, has cut the time to update its market intelligence dashboards from eight hours to one, an 87% reduction, according to the company. For an advisory firm, market intelligence is the edge. The difference between winning and losing a high-value relationship often comes down to knowing what a client needs before.
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Redwood Logistics, a leader in modern supply chain solutions, has cut its cost per click by nearly 99%, to as low as $1.20, using ZoomInfo, according to the company. Redwood knows optimization. It moves freight at scale, and it realized its own go-to-market operations needed the same treatment. When a new senior director of digital strategy took over Redwood's go-to-market technology, th.
FuelCell Energy, Siemens Partnership Targets Large-Scale ProjectsSiemens will provide electrical balance-of-plant (EBOP) systems for FuelCell Energy installations supporting commercial projects exceeding 100 megawatts.
The companies will jointly develop distributed energy solutions combining fuel cells, battery storage, microgrid controls and medium-voltage electrical equipment, with a focus on reducing deployment timelines and costs.
The agreement also includes pilot projects for technologies such as medium-voltage DC power delivery and modular electrical systems that could advance to full-scale commercial deployments.
Stock Rebounds From Discounted OfferingThe stock is also recovering from volatility tied to the company’s upsized $225 million equity offering.
The company priced 10.71 million shares at $21 each, about 19% below the prior closing price of $25.96.
The recovery suggests investors are shifting some attention from dilution concerns toward the company’s ability to execute large-scale deployments.
UBS Turns BullishUBS upgraded FCEL to Buy from Neutral and raised its price forecast to $27 from $22.
The upgrade adds to improving sentiment around the stock and provides a higher valuation benchmark following the equity offering.
Although the broader market remained modestly positive, the stock’s sharp advance appeared to be driven primarily by company-specific catalysts rather than sector-wide momentum.
FuelCell Energy Price ActionFCEL Price Action: FuelCell Energy shares were up 14.31% at $21.81 at the time of publication on Tuesday, according to Benzinga Pro data.
Photo by T. Schneider via Shutterstock
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Key Takeaways CSX's Q2 earnings estimate rose 4.3% to 49 cents, while revenues are projected to grow 5.45%. Faster SMX transit times, wider market reach and improved efficiency may support second-quarter results Merchandise, coal and intermodal revenues are estimated to rise 3.1%, 6.2% and 11.4% respectively. CSX Corporation (CSX - Free Report) is scheduled to report second-quarter 2026 results on July 22, after market close.
The Zacks Consensus Estimate for the second-quarter 2026 earnings has been revised upward by 4.3% over the past 60 days to 49 cents per share. The Zacks Consensus Estimate for revenues is pegged at $14.9 billion, indicating a 5.45% increase from the second-quarter 2025 actuals.
CSX has an encouraging earnings surprise history, having surpassed the Zacks Consensus Estimate thrice in the trailing four quarters and missed the mark once in the remaining, delivering an average earnings beat of 3.16%.
Let us see how things are likely to have shaped up for CSX this earnings season.
Factors Likely to Have Influenced CSX's Q2 Performance
CSX's second-quarter performance is expected to have benefited significantly from the upgraded Southeast Mexico Express (“SMX”) service, driven by faster transit times, expanded market reach and enhanced network efficiency.
Our estimate for second-quarter total merchandise revenues is pegged at $2.33 billion, indicating a 3.1% increase from the year-ago reported figure. For coal and intermodal revenues, our estimate is pinned at $506.7 million and $547.1 million, respectively, suggesting 6.2% and 11.4% increase from the year-ago reported figure.
The expanding rail-served facility network, broader market access through new intermodal and interchange agreements, and improved network performance are expected to have further boosted the company's operational efficiency and second-quarter performance.
What Our Model Says About CSX
Our proven model predicts an earnings beat for CSX this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
CSX has an Earnings ESP of +1.66% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Highlights of CSX’s Q1 Earnings
CSX reported mixed first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the mark.
Quarterly earnings per share of 43 cents surpassed the Zacks Consensus Estimate of 39 cents and increased 26% on a year-over-year basis. Total revenues of $3.48 billion missed the Zacks Consensus Estimate of $3.51 billion. The top line increased 2% year over year, driven by higher merchandise pricing, intermodal volume growth, higher domestic coal revenues and increased fuel surcharge revenues.
Other Stocks to Consider
Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Expeditors International of Washington (EXPD - Free Report) has an Earnings ESP of +2.00% and a Zacks Rank #2 at present.
EXPD is set to report second-quarter 2026 earnings on Aug. 4. The Zacks Consensus Estimate for Expeditors’ second-quarter 2026 earnings has been revised 2.52% upward over the past 60 days. EXPD’s earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, delivering an average beat of 13.96%.
Schneider National (SNDR - Free Report) has an Earnings ESP of +3.76% and a Zacks Rank #1 at present. SNDR is scheduled to report second-quarter 2026 earnings on July 30.
The Zacks Consensus Estimate for second-quarter 2026 earnings has remained flat at 22 cents over the past 60 days. SNDR’s earnings beat the Zacks Consensus Estimate in one of the preceding four quarters (missing the mark twice and met the mark once in the remaining three quarters). The average miss is 17.97%.
LOS ANGELES, July 14, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming July 27, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS) securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR ZOETIS INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On August 5, 2025, Zoetis released its second quarter 2025 financial results, reporting weakened demand trends within its Companion Animal portfolio.
On this news, Zoetis’ stock price fell $5.69, or 3.8%, to close at $146.12 per share on August 5, 2025, thereby injuring investors.
Then, on November 4, 2025, Zoetis released its third quarter 2025 financial results, revealing slowed growth across its key Companion Animal franchises and disclosing continued weakness in sales of its canine pain treatment, Librela, and increased competitive pressure in dermatology and parasiticides. The Company also lowered its full year sales outlook.
On this news, Zoetis’ stock price fell $19.89, or 13.8%, to close at $124.46 per share on November 4, 2025.
Then, on May 7, 2026, Zoetis released its first quarter 2026 financial results, reporting slowing overall revenue growth, declining Companion Animal sales performance, and worsening results across its key dermatology and parasiticides franchises, stating that “competition intensified across key pet care categories, including dermatology and parasiticides,” that “pet owners demonstrated increased price sensitivity,” and that “these new entrants have not yet translated into overall market expansion.”
The Company also explained that “price has played a larger role in the decision process,” that “[s]hare loss is being amplified by a derm market with declining patient volume in the clinic,” and that contraction in the parasiticides market was negatively impacting prescription volumes and compliance. In addition, the Company admitted that it was operating in “a more price sensitive and competitive environment” and further reduced its 2026 growth outlook based on continuing competitive and operating pressures.
On this news, Zoetis’ stock price fell $23.91, or 21.5%, to close at $87.31 per share on May 7, 2026, thereby injuring investors further.
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you purchased or otherwise acquired Zoetis securities during the Class Period, you may move the Court no later than July 27, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
New York, New York--(Newsfile Corp. - July 14, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305163
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Investors interested in stocks from the Retail - Discount Stores sector have probably already heard of Target (TGT - Free Report) and TJX (TJX - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Right now, Target is sporting a Zacks Rank of #1 (Strong Buy), while TJX has a Zacks Rank of #2 (Buy). This means that TGT's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is just one factor that value investors are interested in.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
TGT currently has a forward P/E ratio of 16.13, while TJX has a forward P/E of 29.13. We also note that TGT has a PEG ratio of 2.63. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. TJX currently has a PEG ratio of 3.26.
Another notable valuation metric for TGT is its P/B ratio of 3.73. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, TJX has a P/B of 15.98.
These are just a few of the metrics contributing to TGT's Value grade of B and TJX's Value grade of D.
TGT sticks out from TJX in both our Zacks Rank and Style Scores models, so value investors will likely feel that TGT is the better option right now.
Box: Gradual and Steady Revenue IncreasesBox (BOX +1.26%) provides a cloud-based software platform that helps organizations securely manage and collaborate on digital content.
It recently launched workflow automation tools and expanded its geographic footprint, while reporting an 80% gross margin for the quarter ended April 30, 2026.
DocuSign: Sustaining a Larger Revenue BaseDocuSign (DOCU 0.98%) offers electronic signature software and an extensive suite of tools for digital agreement management to businesses globally.
It integrated new intelligent agreement features and formed identity verification partnerships. The company reported a 13% EBIT margin for the quarter ended April 30, 2026.
Why Revenue Matters for Retail InvestorsRevenue represents the total amount of money a business earns from its primary operations over a specific period, and it serves as a baseline indicator of customer demand and overall market scale.
Foolish TakeDocuSign’s sales are far larger than Box’s, but these software companies serve different customer segments. Both are seeing solid year-over-year revenue growth, a sign that their businesses continue to expand.
As a leader in digital legal documents, DocuSign has built up a base of nearly two million customers. It posted a solid 9% year-over-year sales increase in its fiscal first quarter ended April 30. However, its stock fell earlier in 2026 due to investor concerns over artificial intelligence eroding the business of software companies, resulting in a sector-wide sell-off.
DocuSign has incorporated AI into its document management workflows, and its rising revenue indicates customers are embracing the functionality. The company expects its fiscal 2027 sales to grow to about $3.5 billion, up from $3.2 billion in the prior year, so it seems AI is not hurting its business.
Box stock was also hit by Wall Street’s software sell-off, although its sales are growing faster than DocuSign’s. Its revenue of $305.9 million in its fiscal Q1, ended April 30, represented an 11% year-over-year increase.
Box generates 35% of revenue internationally with 70% of that from Japan, so it expects fiscal 2027 sales to be impacted by currency headwinds. Therefore, it forecasted only 9% year-over-year growth in fiscal 2027. Even so, the consistent revenue growth trend for Box, and DocuSign, suggests these are solid businesses to invest in for the long-term investor.
Paramount Skydance (PSKY, Financials), the media company behind Paramount Pictures, CBS and Paramount+, has extended the deadlines for its exchange and tender o
Hot stock Robinhood Markets (HOOD +2.79%) hasn't been so hot for most of 2026. It's starting to recover, though, and it's roughly flat year to date.
The trading platform reports second-quarter earnings on July 29. Is now the time to buy?
What to expect in the second-quarter report Management doesn't provide a full quarterly outlook, but it does provide guidance around operating expenses, and it has planned expenses to "accelerate product velocity, drive net deposit growth, and grow revenues."
Robinhood has expanded into being much more than a stock trading platform. It also offers cryptocurrency and options trading, as well as several traditional banking products, such as a credit card. It also offers a premium membership program called Robinhood Gold, and it recently launched the prediction markets segment and the Robinhood Social social media app.
Image source: Getty Images.
It generates higher revenue when users trade on their accounts, and launching new products as well as attracting higher deposits should lead to increased revenue. What's been happening is that cryptocurrency, and specifically Bitcoin, is falling, and lower trading is negatively affecting Robinhood's growth.
Last year, cryptocurrency trading revenue increased 98% year over year in the second quarter, implying that this year, there will be either a major slowdown or a decline. In the 2026 first quarter, it declined 47%, which doesn't bode well for the second quarter. This might have already been factored into the stock, but now that the stock has recovered, it could drop again on bad news.
On the positive side, it has been setting up a new product to benefit from Trump accounts, which should be a positive impact on the business, and it was one of the platforms chosen for the Space Exploration Technologies (SpaceX) initial public offering, which could also add more revenue.
How will Robinhood stock react? Robinhood may have a long growth runway as it disrupts traditional finance, but its growth minus cryptocurrency is somewhat underwhelming. Revenue increased 15% year over year in the first quarter. It added 1.7 million funded customers in the first quarter, a 6% year-over-year increase, for a total of 27.4 million. Robinhood Gold members increased by 1.2 million, or a 36% increase, to 4.3 million.
Today's Change
(
2.79
%) $
3.07
Current Price
$
112.93
Since the stock is heading back up, it's becoming more expensive again. It trades at 37 times forward one-year earnings, which is rich, especially as revenue growth slows down.
Since there are reasons to suspect the pressure related to cryptocurrency has yet to abate, I wouldn't buy Robinhood stock before the report with the expectation that it will jump. I would only recommend buying it if you see the long-term vision and can hold through volatility.
Company Continues Diversified Growth Strategy Across Global Sports, Entertainment and Digital Media Platform July 14, 2026 13:20 ET | Source: SEGG Media Corporation
FORT WORTH, Texas, July 14, 2026 (GLOBE NEWSWIRE) -- Sports Entertainment Gaming Global Corporation (“SEGG Media” or the “Company”) (NASDAQ: SEGG, LTRYW), today provided an update on growth of its business following its strategic acquisition of Veloce Media Group (“Veloce”), commercial expansion and operational execution into a diversified sports, entertainment and digital media platform.
In parallel with this business growth and operational execution, the Company has made substantial progress towards regaining full compliance with its financial reporting. Following the filing of its Annual Report on Form 10-K, the Company received a partial compliance letter from Nasdaq and now only has one financial report outstanding to regain full compliance, the Quarterly Report on Form 10-Q for the quarter ended March 31, 2026. The Company remains committed to completing this outstanding report in short order.
While the Company works on its regulatory mandates, SEGG Media continues has expand well beyond its historical lottery operations, primarily through the Veloce acquisition, the continued development of Sports.com and Concerts.com, the advancement of Sports.com Predict, commercial growth through Quadrant, and the strengthening of its executive leadership team. Together, these initiatives have established a diversified operating platform supported by complementary revenue streams across digital advertising, sponsorship, commerce, creator services, motorsport, esports and gaming.
SEGG Media Transformation at a Glance
Since the beginning of 2026, SEGG Media has:
Completed the acquisition of Veloce Media Group, expanding the Company’s presence across sports, motorsport, gaming and creator-led media.Built a diversified, multi-pillar revenue model spanning digital advertising, sponsorships, creator representation, esports services, direct-to-consumer commerce, branded merchandise and gaming.Expanded its owned media ecosystem to more than 500 million monthly digital views across sports, motorsport, gaming and creator-led content.Expanded its operating platform to approximately $131.5 million in pro forma assets, reflecting the increased scale of the combined business.Diversified its revenue across advertising, sponsorship, commerce, creator services, esports and gaming.Added commercial relationships with globally recognized brands including Microsoft, Visa, Hilton, LEGO, McLaren and Revolut through Veloce. These initiatives have created a more diversified operating company with broader revenue sources, expanded commercial opportunities and reduced dependence on any single business line.
The Company’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 will be the first SEC filing to include operating results following the acquisition of Veloce Media Group and the first historical financial reporting period reflecting SEGG Media’s transformation into a diversified sports, entertainment and digital media company. Because the acquisition closed during the quarter, that filing will include only a partial reporting period for Veloce Media Group. Subsequent quarterly reports will increasingly reflect the financial profile of the expanded business.
Robert Stubblefield, Chief Financial Officer and Interim Chief Executive Officer of SEGG Media, said:
“Over the past year, we have transformed SEGG Media into a diversified operating company with multiple revenue engines across sports, entertainment, digital media and gaming. Throughout that transformation, we have remained focused on strengthening both our operating platform and our corporate reporting foundation.
Our objective is straightforward: continue executing our commercial strategy, complete the remaining reporting process, and provide investors with financial reporting that increasingly reflects the company we have built. We remain committed to disciplined execution, transparent reporting and consistent delivery will create long-term value for our shareholders.”
Management remains focused on integrating its expanded portfolio, growing recurring revenue streams and delivering long-term shareholder value through disciplined execution. The Company will continue providing updates regarding operational milestones and material corporate developments as appropriate.
About SEGG Media Corporation
SEGG Media (Nasdaq: SEGG, LTRYW) is a global sports, entertainment, and gaming group operating a portfolio of digital assets including Sports.com, Concerts.com, TicketStub.com, Lottery.com, and Veloce Media Group. Focused on immersive fan engagement, ethical gaming, and technology-driven fan experiences, SEGG Media is redefining how global audiences interact with the content they love.
Important Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding the Company’s SEC reporting plans, business strategy, commercial execution, future financial reporting, growth initiatives and long-term shareholder value. These statements are based on management’s current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. These risks include, among others, the Company’s ability to complete and file its remaining SEC reports, regain and maintain compliance with Nasdaq listing requirements, successfully integrate acquired businesses, execute its growth strategy, obtain additional financing if needed, and the other risks described in the Company’s Annual Report on Form 10-K filed with the SEC on July 11, 2026, and in other filings with the SEC. Forward-looking statements speak only as of the date made, and the Company undertakes no obligation to update them except as required by law.
This press release was published by a CLEAR® Verified individual.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Capital Link is pleased to release the Q2 2026 edition of its Quarterly Shipping Insights—a carefully curated collection of original articles based on exclusive discussions with senior executives across the Container, Dry Bulk, LNG, LPG and Tanker sectors, as well as leading industry regulators, and service providers.
In addition, it includes key insights shared during Capital Link's flagship maritime conferences during the Singapore Maritime Week and Posidonia in Athens.
This 132-page report offers a front-row seat to key corporate developments and expert perspectives on the industry’s most critical themes—ranging from regulatory updates and decarbonization efforts to fleet growth, global trade trends, and capital allocation strategies aimed at enhancing shareholder value.
As the maritime industry enters the second half of 2026, this timely and comprehensive report highlights how leading companies are positioning themselves for the road ahead—across both the shipping and capital markets.
Explore insights from top executives of the following companies:
ABSADNOC Logistics & Services (DH: ADNOCLS)Alpha Bulkers / Pantheon Tankers / Alpha GasAmerican P&IAngelicoussis GroupBahn GroupCapital Clean Energy Carriers Corp. (NASDAQ: CCEC)Capital Maritime & Trading Corp.Capital Tankers Corp. (OSLO: CAPT)Columbia GroupDanaos Corporation (NYSE: DAC)Diana Shipping Inc. (NYSE: DSX)d'Amico International Shipping S.A. (Borsa Italiana: DIS) (OTCQX: DMCOF)DHT Holdings, Inc. (NYSE: DHT)DNVDorian LPG Ltd. (NYSE: LPG)DryDel ShippingDynacom Tankers Management, Dynagas Ltd., Sea Traders, S.A.EuroDry Ltd. (NASDAQ: EDRY)Euroseas Ltd. (NASDAQ: ESEA)Global Ship Lease, Inc. (NYSE: GSL)GMSGoldenport GroupHeidmar Maritime Holdings Corp. (NASDAQ: HMR)Lila GlobalLloyd's RegisterMPC Container Ships ASA (OSLO: MPCC)Navigator Gas (NYSE: NVGS)Prominence MaritimePyxis Tankers Inc. (NASDAQ: PXS)RINAOkeanis Eco Tankers Corp. (OSLO: OET) (NYSE: ECO)Safe Bulkers, Inc. (NYSE: SB)Scorpio Tankers Inc. (NYSE: STNG)Seanergy Maritime Holdings Corp. (NASDAQ: SHIP)Star Bulk Carriers Corp. (NASDAQ: SBLK)StealthGas (NASDAQ: GASS)TEN Ltd. (NYSE: TEN)TMS GroupUnited Maritime Corporation (NASDAQ: USEA)V.Group Get your free copy today and stay informed.
To request a free copy, please email us at [email protected] or visit here
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Forward-Looking Statements
These articles, webinars and presentations may contain "forward-looking statements." Statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as "expects," "anticipates," "intends," "plans," "believes," "estimates," "projects," "forecasts," "may," "will," "should" and similar expressions are forward-looking statements. These statements are not historical facts but instead represent only the beliefs of each participating Company regarding future results, many of which, by their nature are inherently uncertain and outside of the control of the Companies. Actual results may differ, possibly materially, from those anticipated in these forward-looking statements. For more information about risks and uncertainties associated with the participating companies, please refer to the regulatory filings of each participating company with the SEC.
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Founded in 1995, Capital Link provides Investor & Public Relations and Media services to several listed and private companies, including companies featured in these webinars. Our webinars, including the ones mentioned above, are for informational and educational purposes and should not be relied upon. They do not constitute an offer to buy or sell securities or investment advice or advice of any kind. The views expressed are not those of Capital Link which bears no responsibility for them. In addition, Capital Link organizes a series of industry and investment conferences annually in key industry centers in the United States, Europe and Asia, all of which are known for combining rich educational and informational content with unique marketing and networking opportunities. Capital Link is a data partner of the Baltic Exchange. Based in New York City, Capital Link has presence in London, Athens & Oslo. For additional information please visit: www.capitallink.com.
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