, /PRNewswire/ -- Marriott International, Inc. (Nasdaq: MAR) will report second quarter 2026 earnings results on Monday, August 3, 2026, at approximately 7:00 a.m. Eastern Time (ET). The company will hold a conference call for the investment community on Monday, August 3, 2026, at 8:30 a.m. (ET). Marriott International's President and Chief Executive Officer, Anthony Capuano, and Executive Vice President and Chief Financial Officer, Jennifer Mason, will discuss the company's performance.
The conference call will be webcast simultaneously via Marriott's investor relations website. Those wishing to access the call on the web should log on to http://www.marriott.com/investor, and select the link for the second quarter earnings call under "Recent and Upcoming Events." A replay will be available at that same website for one year. A transcript of the call will also be available on the company's website.
The telephone dial-in number for the conference call is US Toll Free: 800-267-6316, or Global: +1 203-518-9783. Please use conference ID MAR2Q26 when dialing into the call. To help ensure you do not miss any of the conference call, please dial in or link to the call on the webcast 15 minutes prior to the scheduled start time. News media will be able to access the conference call in a listen-only mode.
ABOUT MARRIOTT INTERNATIONAL
Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram.
Marriott encourages investors, the media, and others interested in the company to review and subscribe to the information Marriott posts on its investor relations website at www.marriott.com/investor or Marriott's news center website at www.marriottnewscenter.com, which may be material. The contents of these websites are not incorporated by reference into this press release or any report or document Marriott files with the U.S. Securities and Exchange Commission, and any references to the websites are intended to be inactive textual references only.
Several Hollywood trade organizations are in support of a dozen state attorneys general who filed suit Monday to block Paramount‘s $110 billion acquisition of Warner Bros. Discovery.
Unsurprisingly, the Writers Guild of America — which has loudly opposed the merger since the beginning of this saga — is chief among them.
Following the news that the long-anticipated litigation had finally been filed in federal court in Sacramento, the WGA East and West wrote in a joint statement: “The merger of two of the largest Hollywood studios will reduce competition in our industry, leading to fewer jobs, lower wages for entertainment workers, less variety of programming, and higher prices for consumers. We have engaged with the offices of many State Attorneys General to explain the impact of this proposed merger, and we commend Attorney General Bonta and this coalition of states for listening to working people in the entertainment industry and fighting to stop this dangerous merger.”
WGA West President Michele Mulroney called the move “one of the worst proposed mergers we’ve seen,” while eastern division chief Tom Fontana said the effects of the acquisition would create an “absolute, unmitigated disaster.”
The writers guild was not alone in voicing support for the state AGs’ lawsuit. Cinema United, an American trade organization whose members are the owners of movie theaters, also praised state leaders for pushing back on the plans to combine two of Hollywood’s most storied studios.
“We welcome the decision of the Attorneys General of multiple states to challenge the proposed acquisition of Warner Bros. Studios,” Michael O’Leary, President and CEO of Cinema United, said in a statement Monday. “The ramifications of further movie studio consolidation will be significant and lasting, not just in Hollywood, but on Main Streets across this nation where local movie theaters serve as cultural and financial cornerstones for communities of all sizes.”
The lawsuit, filed in federal court in Sacramento on Monday, challenges the transaction as stifling competition for wide release theatrical film distribution, big budget motion picture distribution and licensing of basic cable television channels.
Read the Paramount-Warner Bros. lawsuit filed by state attorneys general.
The focus on those aspects of competition come amid concerns that the merger would lead to widespread layoffs as the combined company grapples with its debt burden. Broader concerns have been on the impact on the creative community and the information environment, with Paramount set to own two legacy news brands, CBS News and CNN, although that was not the subject of the lawsuit’s claims.
The Producers Guild of America, which has been engagaing with the state AGs, said in a statement, “This is the highest stakes merger that our industry has ever faced, requiring careful scrutiny by experienced regulators to protect consumer choice, jobs, freedom of speech, and the very future of how entertainment is made in America. We hope the action taken by the attorneys general will, at a minimum, result in concrete guarantees that producers and our industry can rely upon to ensure a competitive and creative future for generations to come.”
Opponents of the merger had formed the Block the Merger Coalition, gathering more than 5,000 signatures from content creators and others. Jane Fonda, who relaunched the Committee for the First Amendment, said in a statement, “Thousands of artists, journalists, and everyday people refused to accept that CEOs who cozy up to the administration should decide what news and stories Americans have access to. This is what happens when people organize—a deal everyone once called inevitable hits a wall. We’re grateful to the attorneys general who stood up today, we are going to continue fighting, and we hope this sends a message to the administration and its allies.”
Mark Ruffalo, who testified at an unofficial Capitol Hill hearing on the merger, wrote on X, “It’s amazing what a group of committed passionate people can do. For all you who signed onto the letters, film makers and journalists, and kept pushing, speaking to the AGs and sharing your stories…Thank you. They said it was inevitable, it’s not. When we fight we win. Capitulation is not an option.”
California Attorney General Rob Bonta, who led the lawsuit, said in a statement, “The unlawful merger of these two entertainment behemoths would lead to higher prices, lower quality, and less content for film and television, harming movie theaters, basic cable distributors, and ultimately, audiences on every sofa and movie theater seat in the U.S.”
, /PRNewswire/ -- Paramount Skydance Corporation (NASDAQ: PSKY) ("Paramount") today announced the extension of the Expiration Dates in connection with the previously announced (i) offers to purchase (the "Tender Offers" and each, a "Tender Offer") for cash, upon the terms and subject to the conditions set forth in the related offer to purchase (the "Offer to Purchase"), any and all of the identified notes in each series of the Existing Tender Offer Notes (defined by reference to the table set forth below) issued by Discovery Global Holdings, Inc. (formerly WarnerMedia Holdings, Inc.) (the "DGH Issuer") and Discovery Communications, LLC (the "DCL Issuer" and together with the DGH Issuer, each a "WBD Issuer" and collectively the "WBD Issuers"), as applicable, and (ii) offers to exchange (the "Exchange Offers" and each, an "Exchange Offer" and, together with the Tender Offers, the "Offers" and each, an "Offer"), upon the terms and subject to the conditions set forth in the related exchange offer memorandum (the "Offering Memorandum"), any and all of the identified notes in each series of the Existing Exchange Offer Notes (defined by reference to the table set forth below) (together with the Existing Tender Offer Notes, the "Offer Notes") issued by the applicable WBD Issuer for notes to be newly issued by Paramount.
The Expiration Dates for the Tender Offers and Exchange Offers (as defined in each of the Offer to Purchase and Offering Memorandum, respectively) have been extended to 5:00 p.m., New York City time, on July 22, 2026, unless further extended. The Settlement Dates for the Tender Offers and Exchange Offers (as defined in each of the Offer to Purchase and Offering Memorandum, respectively) will occur promptly after the Expiration Date and are currently anticipated to occur in the third quarter of 2026. Paramount anticipates extending the Expiration Date for such Tender Offers and Exchange Offers until such time that would result in the Settlement Dates occurring on the closing date of the proposed acquisition (the "Acquisition") by Paramount of Warner Bros. Discovery, Inc. ("WBD") or within one business day thereof. Tenders of the Offer Notes in the Offers may be withdrawn at any time prior to the Expiration Date. The aforementioned extensions further extend the Expiration Dates previously extended by Paramount on June 12, 2026 and June 26, 2026.
As of 5:00 p.m., New York City time, on July 10, 2026, approximately 28.28% and 47.09% of the aggregate principal amount of the Existing Tender Offer Notes and Existing Exchange Offer Notes, respectively, have been validly tendered in the applicable Offers. As Paramount previously announced that it anticipates extending the Offers to align with the closing date of the Acquisition, Paramount does not view these figures to be representative of the final results of the applicable Offers.
Information about each series of Offer Notes eligible to participate in the Offers is summarized below.
Type of Offer
Offer Notes to be Tendered
or Exchanged, as
Applicable
Issuer of Offer Notes
CUSIP No. / Common Code
/ ISIN Eligible to
Participate in the Offers (1)
Aggregate Principal
Amount of Offer Notes
Eligible to Participate in the
Offers (2)
Tender Offer
3.950% Senior Notes due
2028
DCL Issuer
25470D CP2
US25470DCP24
$1,234,458,000
Exchange Offer
4.125% Senior Notes due
2029
DCL Issuer
25470D CQ0
US25470DCQ07
$655,825,000
Exchange Offer
3.625% Senior Notes due
2030
DCL Issuer
25470D CR8
US25470DCR89
$914,183,000
Exchange Offer
5.000% Senior Notes due
2037
DCL Issuer
25470D CS6
US25470DCS62
$453,281,000
Exchange Offer
6.350% Senior Notes due
2040
DCL Issuer
25470D CT4
US25470DCT46
$438,102,000
Exchange Offer
4.950% Senior Notes due
2042
DCL Issuer
25470D CU1
US25470DCU19
$130,366,000
Exchange Offer
4.875% Senior Notes due
2043
DCL Issuer
25470D V91
CV9US25470DC
$141,584,000
Exchange Offer
5.200% Senior Notes due
2047
DCL Issuer
25470D W74
CW7US25470DC
$3,161,000
Exchange Offer
5.300% Senior Notes due
2049
DCL Issuer
25470D X57
CX5US25470DC
$247,860,000
Tender Offer
3.755% Senior Notes due
2027
DGH Issuer
254948 AH5
US254948AH58
254948 AN2
US254948AN27
U25483 AA3
USU25483AA38
$1,189,336,000
Exchange Offer
4.054% Senior Notes due
2029
DGH Issuer
254948 AJ1
US254948AJ15
254948 AP7
US254948AP74
U25483 AB1
USU25483AB11
$1,353,828,000
Exchange Offer
4.279% Senior Notes due
2032
DGH Issuer
254948 AK8
US254948AK87
254948 AQ5
US254948AQ57
$2,691,764,000
Exchange Offer
5.050% Senior Notes due
2042
DGH Issuer
254948 AL6
US254948AL60
254948 AR3
US254948AR31
U25483 AD7
USU25483AD76
$4,104,687,000
Exchange Offer
5.141% Senior Notes due
2052
DGH Issuer
254948 AM4
US254948AM44
254948 AS1
US254948AS14
$949,883,000
Exchange Offer
4.302% Senior Notes due
2030
DGH Issuer
XS3393993285
339399328
€234,382,000
Exchange Offer
4.693% Senior Notes due
2033
DGH Issuer
XS3393994507
339399450
€316,641,000
__________
(1)
No representation is made as to the correctness or accuracy of the identifiers listed in this press release or printed on the Offer Notes. Such identifiers are provided solely for the convenience of the holders.
(2)
Represents the aggregate principal amount of Offer Notes outstanding that are eligible to participate in the Offers.
The Exchange Offers are being made pursuant to an exemption from the registration requirements of the U.S. Securities Act of 1933, as amended (the "Securities Act"), and the rules and regulations of the Securities and Exchange Commission (the "SEC") promulgated thereunder, and are also not being registered under any state or foreign securities laws. Any securities offered pursuant to the Exchange Offers may not be offered or sold in the United States or to any U.S. persons (as defined below) except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act. The Exchange Offers will only be made, and the securities offered pursuant to the Exchange Offers are only being offered and issued, to holders of applicable Existing Exchange Offer Notes who are (a) reasonably believed to be "qualified institutional buyers" as defined in Rule 144A under the Securities Act or (b) not "U.S. persons," as defined in Rule 902 of Regulation S under the Securities Act (such holders, "Eligible Holders"), and only Eligible Holders who have completed and returned the eligibility certification are authorized to receive or review the Offering Memorandum or to participate in the Exchange Offers. The eligibility certification is available electronically at: https://gbsc-usa.com/eligibility/paramount.
General
Each Offer is a separate offer, and each may be individually consummated, amended, extended, terminated, or withdrawn, subject to certain conditions and applicable law, at any time in Paramount's sole discretion, and without also consummating, amending, extending, terminating, or withdrawing any other Offer with respect to any other series of Offer Notes. Paramount may terminate an Offer if any of the conditions of such Offer described in the Offer to Purchase or Offering Memorandum, as applicable, are not satisfied or waived by the applicable Expiration Date, subject to applicable law. In addition, Paramount may waive the conditions to an Offer without extending such Offer in accordance with applicable law.
The Offers are being made solely by Paramount and are not being made by WBD or the WBD Issuers. None of Paramount, WBD, the WBD Issuers, the Dealer Managers, the Exchange Agent (as defined below), the Information Agent (as defined below), the trustees under each of the indentures governing the Offer Notes, the trustee or collateral agent under the indenture that will govern the notes to be issued in the Exchange Offers, or any affiliate of any of them makes any recommendation as to whether any holder of Offer Notes should tender or refrain from tendering all or any portion of the principal amount of such holder's Offer Notes for cash or notes to be issued in the Exchange Offers. No one has been authorized by any of them to make such a recommendation. Holders must make their own decision whether to tender Offer Notes in any Offer and, if so, the amount of Offer Notes to tender.
Only Eligible Holders may receive a copy of the Offering Memorandum and participate in the Exchange Offers. Paramount has engaged Global Bondholder Services Corporation to act as the exchange agent (in such capacity, the "Exchange Agent") and information agent (in such capacity, the "Information Agent") for the Offers. Questions concerning the Offers, or requests for additional copies of the Offer to Purchase or Offering Memorandum or other related documents, may be directed to Corporate Actions by telephone at (855) 654-2014 (U.S. toll-free) or (212) 430-3774 (banks and brokers) or by email at [email protected]. Holders should also consult their broker, dealer, commercial bank, trust company or other institution for assistance concerning the Offers. The Exchange Offer documents and the Tender Offer documents can be accessed at the following link: https://gbsc-usa.com/paramount.
Paramount has engaged BofA Securities and Citigroup as dealer managers (in such capacity, the "Dealer Managers") for the Offers. Holders with questions regarding the Offers should contact BofA Securities, Inc. at +1 (888) 292-0070 (toll-free) or +1 (980) 388-3646 (collect) or [email protected] or Citigroup Global Markets Inc. at +1 (800) 558-3745 (toll-free) or +1 (212) 723-6106 or [email protected]. Latham & Watkins LLP is serving as legal counsel to Paramount and Cahill Gordon & Reindel LLP is serving as legal counsel to the Dealer Managers.
This press release is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security, and does not constitute an offer, solicitation, or sale of any security in any jurisdiction in which such offer, solicitation, or sale would be unlawful.
About Paramount, a Skydance Corporation
Paramount, a Skydance Corporation is a next-generation global media and entertainment company, comprised of three business segments: Studios, Direct-to-Consumer, and TV Media. PSKY's portfolio unites legendary brands, including Paramount Pictures, Paramount Television, CBS, CBS News, CBS Sports, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount+, Pluto TV, and Skydance Animation, Film, Television, Interactive/Games, and Paramount Sports Entertainment.
This communication contains "forward-looking statements" regarding the Acquisition and the other transactions referred to herein. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Paramount. Risks and uncertainties include, but are not limited to: the risk that the closing conditions for the Acquisition will not be satisfied, including the risk that clearances under applicable antitrust or regulatory laws will not be obtained or will be obtained subject to conditions that are not anticipated; the possibility that the transactions described herein will not be completed in the expected timeframe or at all; the occurrence of any event, change or other circumstances that could give rise to the termination of the Acquisition; potential adverse effects to the businesses of Paramount or WBD during the pendency of the Acquisition, such as employee departures or distraction of management from business operations; negative effects of the announcement or the consummation of the Acquisition on the market price of WBD or Paramount stock; the risk of stockholder litigation relating to the Acquisition, including resulting expense or delay; the potential that the expected benefits and opportunities of the Acquisition, if completed, may not be realized or may take longer to realize than expected; risks related to the streaming business of the post-Acquisition combined business (the "Combined Company"); the adverse impact on the Combined Company's advertising revenues as a result of changes in consumer behavior, advertising market conditions, and deficiencies in audience measurement; risks related to operating in highly competitive and dynamic industries; the unpredictable nature of consumer behavior, as well as evolving technologies and distribution models; risks related to the Combined Company's decision to invest in new businesses, products, services, and technologies, and the evolution of the Combined Company's business strategy; the potential for loss of carriage or other reduction in, or the impact of negotiations for, the distribution of the Combined Company's content; damage to the Combined Company's reputation or brands; losses due to asset impairment charges for goodwill, content and long-lived assets, including finite-lived intangible assets; liabilities related to discontinued operations and former businesses; increasing scrutiny of, and evolving expectations for, sustainability initiatives; evolving business continuity, cybersecurity, privacy and data protection and similar risks; challenges in protecting and maintaining the Combined Company's intellectual property rights; domestic and global political, economic and regulatory factors affecting the Combined Company's business generally or the Acquisition; the inability to hire or retain key employees or secure creative talent; disruptions to the Combined Company's operations as a result of labor disputes; risks and costs associated with the integration of, and Paramount's ability to integrate, the businesses of Paramount Global, Skydance Media, LLC, and WBD successfully and to achieve anticipated synergies, including in the amounts or on the timelines anticipated to realize such synergies; litigation related to the Acquisition and other matters or transactions; risks associated with the Combined Company's holding company structure, including its dependence on distributions from its subsidiaries to meet tax obligations and other cash requirements; risks related to our indebtedness, including our substantial outstanding debt obligations, our ability to incur substantially more debt and our ability to meet the financial and other covenants contained in the agreements governing the indebtedness of Paramount, WBD, or the Combined Company. A further list and description of these risks, uncertainties and other factors and the general risks associated with the respective businesses of Paramount and WBD can be found in Paramount's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC on February 25, 2026, including in the sections captioned "Cautionary Note Concerning Forward-Looking Statements" and "Item 1A. Risk Factors," Paramount's most recently filed Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, filed with the SEC on May 4, 2026, including in the sections captioned "Cautionary Note Concerning Forward-Looking Statements" and "Item 1A. Risk Factors," and Paramount's subsequent filings with the SEC, and in WBD's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC on February 27, 2026, including in the section captioned "Item 1A. Risk Factors," WBD's Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, filed with the SEC on May 6, 2026, and WBD's subsequent filings with the SEC. Neither Paramount nor WBD undertakes to update any forward-looking statement as a result of new information or future events or developments, except as required by law.
Ethereum is quietly rebuilding its bullish case, and this time it’s not just another social media hype cycle. A combination of improving market sentiment, undervalued on-chain metrics, accelerating development, and aggressive whale accumulation is painting a much stronger picture than the price alone suggests.
Sentiment Recovery Gains Real MomentumInvestor confidence has improved notably over the past month. After weighted sentiment plunged to -3.70 in early June 2026, it recovered to -0.61 by July 13, following a brief move into positive territory at +1.50. That steady improvement suggests market psychology is shifting away from extreme pessimism.
The recovery isn’t happening in isolation either. Ethereum’s development activity peaked during June, reinforced by the July 4 unveiling of the Lean Ethereum roadmap. The proposal outlines a long-term redesign of Ethereum’s core architecture through 2030, introducing recursive STARK proofs, post-quantum security, and enhanced privacy while maintaining compatibility with existing decentralized applications.
Ethereum’s On-Chain Data Signals Deep UndervaluationValuation metrics are also flashing interesting signals. Ethereum’s MVRV Z-score currently sits at -1.30, indicating the asset remains deeply discounted relative to its realized value.
Meanwhile, the network’s daily transaction volume profit-to-loss ratio jumped from 0.42 to 2.46. Put simply, profitable transaction volume now significantly outweighs loss-making activity, suggesting healthier underlying network usage despite recent market volatility.
Together, those metrics point toward improving fundamentals even as broader market participants remain cautious.
Whales Continue Pulling ETH Off ExchangesLarge investors don’t appear to be waiting for confirmation. Lookonchain data shows sustained exchange withdrawals as major holders continue moving Ethereum into long-term storage.
Within one hour alone, a wallet linked to K3 Capital withdrew 10,000 ETH, valued at roughly $17.85 million, from Binance. At nearly the same time, Abraxas Capital removed another 6,948 ETH, worth approximately $12.42 million, from Binance and Bitfinex.
Loading profile preview now finds itself supported by improving sentiment, ambitious protocol development, discounted valuation metrics, and continued institutional accumulation.
While none of these signals guarantees an immediate Ethereum price rally, together they present one of the strongest fundamental backdrops the network has seen in recent months.
Story Ends Here
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While macroeconomic and geopolitical challenges mount, the ecommerce market is growing through innovation, technology and insight, as it continues to take away slices of the total retail pie. Commerce Department numbers are proof of this trend: ecommerce sales in the first quarter of 2026 grew 9.8% over 1Q25 (2.7% sequentially), with total retail sales increasing 3.9% (1.5% sequentially). Ecommerce accounted for around 16.9% of total U.S. retail sales. A point to note here is that consumers are increasingly blending their online and offline shopping experiences, so this distinction may ultimately become irrelevant. As a corollary, it is those retailers that have the capacity to sell through both channels that will be able to compete tomorrow.
While ecommerce continues to take share from traditional retail, the pace has moderated. Additionally, geopolitics is a major challenge for ecommerce players at the moment given the wars, tariffs and tensions between nations today that are disrupting supply chains, increasing costs and reducing efficiencies. This creates a highly competitive environment where growth comes mainly from price competition and share gains.
Our picks Wayfair (W - Free Report) and Carvana (CVNA - Free Report) are doing precisely that. Wayfair offers a huge range of home improvement products along with nationwide infrastructure and logistics in an attractive format that allows it to record significant share gains. It has trimmed its cost structure, so its surging revenues are falling through to the bottom line. Carvana is seeing even stronger share gains, as it offers a superior online buying experience in a used-car market that is still largely brick-and-mortar.
Both companies are sensitive to interest rate movements however, therefore the latest FOMC deliberations are not supportive. We believe they will continue to grow regardless because of their unique capabilities and market positioning.
The convenience of online shopping (particularly through mobile devices) remains the top reason for ecommerce volumes, along with the merging of physical and digital channels. Gen-Z is the biggest driver, which is, increasingly, the more relevant demographic.
Many of these buyers have grown up on the Internet and are accustomed to a high level of digitization. They are also likely to hang out on popular social media platforms, allowing themselves to be influenced by the latest trends there. This is driving an entirely different perspective on the ecommerce space, one that revolves around digital influencers and appears to be expanding with more advanced technology such as AR/VR, social commerce and generative AI.
About the Industry Internet - Commerce refers to all economic activity (B2B, B2C, C2C, DTC) through websites, mobile apps, online marketplaces. and social commerce platforms. It therefore continues to evolve as the technologies driving it advance, whether on the consumer side or the platform provider side that increasingly includes a combination of chatbots, AI and social media, as well as payments and checkout systems, digital marketing, logistics and fulfillment, cross-border trade, and customer data/analytics tools.
Differentiation comes from better technology for improved showcasing, range, easier navigation and payment, speedier delivery and returns, brand building, comparison shopping, loyalty, etc. as well as good customer service and more (and free) shipping options, which generally tip the scales in favor of larger players.
Current Trends Driving the Internet-Commerce Industry ·Macroeconomics and geopolitics do not favor the industry right now. The macroeconomic environment is creating a more cautious and cost-sensitive backdrop for the industry, shifting it from a high-growth phase to one focused on efficiency and profitability. Elevated inflation has reduced consumers’ real purchasing power, leading to weaker discretionary spending and a greater focus on essentials, discounts and value-driven purchases. At the same time, still-high interest rates keep borrowing costs for both consumers and companies elevated, affecting both the production and consumption sides of the equation. Consumer confidence about the current labor market continues to soften and consumption is still being driven largely by inflation. As a result, there is continued pressure on conversion rates and basket sizes, while rising labor, logistics and warehousing costs continue to squeeze margins. As a result, companies are prioritizing cost control, automation and higher-margin revenue streams such as advertising and subscriptions to sustain profitability in a slower-growth environment. Geopolitics is simultaneously reshaping the industry by disrupting the global infrastructure that e-commerce depends on. Trade tensions, tariffs and regional conflicts are increasing the cost of goods and creating volatility in supply chains, leading to delays, stock shortages and higher shipping expenses. At the same time, the global trading system is becoming more fragmented, with companies shifting toward regional supply chains and “friendshoring” strategies to reduce risk, even at the cost of efficiency. Regulatory complexity is also rising.Competition is heating up. Ecommerce has raised the bar on what is an acceptable online marketplace. Today, it is one that offers low prices, fast or free shipping, hassle-free returns and a seamless omnichannel experience. Then again, because it is so easy to switch platforms, customer loyalty is hard to pin. Therefore, players increasingly find that mere online presence isn’t enough. They must strive for operational excellence, differentiated customer experiences, efficient logistics and disciplined capital allocation in order to stay in business.AI is shaping up to be one of the major enablers of ecommercebecause it transforms e-commerce from a generic marketplace into a highly customized, data-driven ecosystem that boosts both revenue growth and profitability. AI allows platforms to use customer data to optimize every step of the shopping experience. Companies like Amazon and Shopify leverage AI to deliver demand forecasting, targeted advertising, dynamic pricing and personalized product recommendations, significantly improving conversion rates and average order value. On the operational side, it helps optimize inventory and supply chains, reducing costs and enabling efficient deliveries. The latest development here is agentic commerce where LLM models like ChatGPT recommend products, compare features and complete the sale. Even if you’re unsure about what to buy, the statement of your general intention may be enough to complete a sale. As a result, customers get increasingly comfortable with the superior recommendations and personalization it offers. For example, Adobe estimates that traffic to retail sites from generative AI tools was up 693.4% year over year in the 2025 holiday season.The total retail experience between physical and digital continues to blur as most consumers blend their online and offline activities. This usually takes the forms of research online and buy in-store or buy online and pick up in-store. Physical stores are increasingly experience centers allowing the traditional touch and feel that many customers can’t do without. Some also prefer to walk out with their purchase. Therefore, a solid physical presence is undoubtedly a positive. Also, any experience that increases the speed of delivery/pickup is preferred. This may entail increased reliance on robots, self-driven delivery vehicles and drones that could ease bottlenecks and make deliveries smoother and cheaper.A leading trend is Gen-Z popularizing social commerce. Social commerce means the ability to discover, research and complete the purchase of products and experiences on a social media platform. Consumers shift from intent-based search to content-driven discovery while scrolling through short videos, influencer content or live streams on platforms like TikTok or Instagram. Zacks Industry Rank Indicates Weakness The Zacks Internet - Commerce industry is a rather large group within the broader Zacks Retail And Wholesale sector. It carries a Zacks Industry Rank of #180, which places it in the bottom 27% of 247 Zacks industries.
Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1. So the group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates negative near-term prospects.
Ecommerce being in the bottom 50% of Zacks-ranked industries is the result of its relative performance versus others. What we’re seeing in the aggregate estimate revisions for 2026 is a more or less steady decline until March this year, followed by slight recovery. The 2027 estimate follows the same general trend but the recovery is somewhat sharper.
The past year has seen the aggregate earnings estimate for 2026 shrink 6.5%, while that for 2027 dropped 1.2% from 2025 actuals. The macroeconomic uncertainty, adverse geopolitics, the cautious tone around rate cuts, consumer thrift are contributing to softer spending and thus weaker estimates.
Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Returns Have Been Moderate Over the past year, the Zacks Electronic - Commerce Industry has traded relatively close to the broader Retail and Wholesale sector although the S&P 500 pulled ahead in November.
The stocks in this industry have collectively gained 1.9% over the past year, compared to the 2.4% gain for the broader Zacks Retail and Wholesale Sector and the 24.2% gain for the S&P 500.
One-Year Price Performance
Image Source: Zacks Investment Research
Industry Somewhat Undervalued Over the past year, the industry has mostly traded at a premium to the S&P 500 and a discount to the broader industry. Its current price-to-forward 12 months’ earnings (P/E) of 21.85X represents a premium of 2.9% to the S&P 500’s 21.24X, a 5.1% discount to the broader retail sector’s 22.97X and a 10.3% discount to its median value of 24.37X. The shares have traded in the range of 21.12X to 26.11X over the past year.
Forward 12 Month Price-to-Earnings (P/E) Ratio
Image Source: Zacks Investment Research
2 Stocks to Add to Your Portfolio There is a significant variety of stocks in this industry in terms of lines of business, business model, location and so forth. This is also the reason that choosing stocks especially in the current environment can be tricky. We have used our proprietary ranking system to pick 2 stocks that appear attractive today.
Wayfair Inc. (W - Free Report) : Boston, MA-based Wayfair is an online retailer of a broad range of home improvement products across the furniture, décor, lighting, kitchenware, home improvement and outdoor categories. It has a large supplier network and proprietary logistics infrastructure supporting deliveries across the U.S.
Wayfair’s greatest strength is in the scale of its offerings (over 40 million products from more than 20,000 suppliers), which along with its investments in its logistics network and technology platform, enables it to deliver exceptional customer service and record share gains. Internally, the goal is to maximize EBITDA dollars while using excess cash to manage debt and buy back shares. The first-quarter EBITDA margin of 5.2% was the best in five years, so the plan appears to be on track.
A series of restructuring actions over the last few years has driven this improvement. During the pandemic the company had expanded operations, taking in extra hands to deal with the surging traffic. Between Aug 2022 and Mar 2025, it cut back over 5000 positions net of relocations, flattening the organizational structure to speed up decision making and reduce cost. AI adoption helped eliminate over 300 positions. It also exited German operations citing better prospects in the U.S., Canada, UK and Ireland. The result was a concentration of resources on initiatives that were likely to yield the highest returns.
With a leaner operating structure and stronger revenue growth outlook, Wayfair looks poised for continued growth. Recent results were mainly driven by share gains as the housing market to which it is tied remains sluggish. While it appears that interest rates will not come down further any time soon, this would be an additional catalyst, as it would bring mortgage rates down and large-scale home buying would return.
Analysts are clearly optimistic about Wayfair. The company certainly has a great track record of beating estimates, posting positive surprises in three of the last four quarters, at an average rate of 56.7%. For 2026, analysts expect 5.6% revenue growth and 11.9% earnings growth. For 2027, revenue and earnings growth are expected to be a respective 5.9% and 29.6%. In the last 30 days, analyst estimates for 2026 and 2027 have increased 12 cents (4.3%) and a penny (less than a percentage point).
The shares of this Zacks Rank #1 (Strong Buy) company’s shares are up 59.6% over the past year.
Price & Consensus: W
Image Source: Zacks Investment Research
Carvana Co. (CVNA - Free Report) : Tempe, AZ-based Carvana, through its website and mobile app, is America’s leading online marketplace for used cars. The entire transaction, from browsing inventory, financing, and purchasing vehicle protection products and insurance, is completed online with options for home delivery or pick up at a car vending machine. Following the acquisition of ADESA’s U.S. auction business, it also operates a nationwide logistics network, as well as vehicle auction, inspection and reconditioning facilities.
Carvana reported very strong quarterly results wherein unit volumes grew 40% (the sixth straight quarter of 40%+ growth) as the company continued to take share in a market that was essentially flat in the last quarter. The focus on its vertically integrated operating model and use of technology to improve customer experience helped it take share. While wholesale prices increased rapidly during the quarter, there was the typical lag in passing these on at retail, which compressed wholesale-to-retail spreads, hurting margins.
The company also stands to benefit from any improvement in the interest rate. Lower interest rates would bring more buyers into the market, and many replacement buyers would be likely to trade in their vehicles, adding to the used-car supply. Additionally, the used vehicle market in the U.S. is much larger than the new vehicle market, as used cars are much cheaper. As a result, affordability considerations are likely to drive a substantial portion of replacement demand toward used vehicles.
New vehicle production has largely recovered from the pandemic era disruption and new vehicle sales are expected to remain steady going forward. This, together with continued improvement in trade-in activity, should gradually replenish the supply of late-model used vehicles and create a healthier marketplace for both buyers and sellers.
Analysts are optimistic about double-digit revenue growth both this year and the next although the earnings growth rate is expected to decline a bit this year. Of course, actual growth rates may end up higher. Carvana certainly has a good track record of beating estimates: beating estimates in three of the last four quarters at an average rate of 71.6%.
For 2026, analysts expect 38.5% revenue growth and -6.5% earnings growth. For 2027, revenue and earnings growth are expected to be a respective 25.7% and 34.5%. In the last 60 days, analyst estimates for 2026 and 2027 have increased 5 cents (3.3%) and 4 cents (1.9%), respectively.
The shares of this Zacks Rank #2 company are down 5.2% over the past year.
SummaryBlackstone Inc. is a high-quality asset manager trading at an attractive valuation, offering a compelling Buy opportunity ahead of Q2 earnings.BX benefits from strong industry tailwinds—higher inflation, global wealth growth, demographic shifts, and AI infrastructure exposure—driving robust capital inflows and AUM growth.BX has a history of outperforming conservative analyst EPS estimates, with potential for double-digit earnings growth and positive Q2 surprises.BX trades at 16–20x forward earnings, a discount to its historical median, and offers a 3.8% yield with long-term dividend growth potential.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Learn More » Roman Tiraspolsky/iStock Editorial via Getty Images
Article Thesis Blackstone Inc. (BX) is a high-quality asset manager that offers a nice dividend yield and that currently trades at an undemanding valuation -- which is why I think Blackstone is a Buy
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BX, BN 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.
Chipotle and Alsea plan additional openings in Nuevo León this year and expansion into Mexico City in 2027 , /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced that the first Chipotle restaurant in Mexico will open on Thursday, July 16 in San Pedro Garza García, Nuevo León, part of the Monterrey metropolitan area, in partnership with Alsea (BMV: ALSEA*), a leading restaurant operator in Latin America and Europe. The opening marks a significant milestone in Chipotle's international growth strategy and introduces the company's menu of freshly prepared, customizable burritos, bowls, salads, tacos and quesadillas to guests in Mexico.
Chipotle's first restaurant in Mexico is located in San Pedro Garza García, Nuevo León, part of the Monterrey metropolitan area. Opening on July 16, the restaurant marks Chipotle's entry into Mexico in partnership with Alsea and represents a significant milestone in the company's international growth strategy.
The Nuevo León restaurant will serve Chipotle's signature menu prepared fresh throughout the day with wholesome ingredients and without artificial colors, flavors or preservatives. This restaurant is the first location to open under the development agreement Chipotle and Alsea announced in April 2025. Building on this market entry, Chipotle and Alsea plan to open additional restaurants in Nuevo León later this year and expand into Mexico City in 2027.
"We are entering Mexico with deep respect for the country's culinary heritage and a commitment to delivering the Chipotle experience with excellence," said Scott Boatwright, Chief Executive Officer of Chipotle. "Our research has reinforced our belief that there is strong interest in high-quality, freshly prepared food served with the customization and convenience that Chipotle offers. Nuevo León is an ideal place to begin this journey, and with Alsea's operational expertise and deep local market knowledge, we look forward to serving new guests and earning a place in Mexico's vibrant dining culture."
"We've spent years evaluating opportunities to bring Chipotle to Mexico, and this week's opening reinforces our confidence in the market," said Nate Lawton, Chief Business Development Officer of Chipotle. "Our initial focus is on opening one great restaurant and learning alongside our guests and our partners at Alsea. This first location will serve as an important proof-of-concept, giving us the opportunity to better understand local consumer preferences as we thoughtfully grow in Mexico."
The new restaurant features Chipotle's signature menu prepared fresh throughout the day with the same chef-led standards and classic cooking techniques that have shaped the brand since its founding. The company sources many of its ingredients from suppliers throughout the region and remains committed to serving real food made with wholesome ingredients and without artificial colors, flavors, or preservatives.
The Monterrey metropolitan area was selected as Chipotle's first location in Mexico due to its strong economy, growing population, and status as one of the country's leading business and innovation hubs. The restaurant represents the first step in Chipotle and Alsea's broader expansion strategy as the companies evaluate opportunities across Mexico's largest metropolitan markets.
"Bringing Chipotle to Mexico is an important step in our growth and portfolio diversification strategy. We are introducing an iconic brand with a differentiated value proposition that has resonated with millions of guests around the world, and we are confident it will be warmly welcomed by Mexican consumers. This week's opening reflects our confidence in Mexico's growth potential and our commitment to continuing to drive investment, job creation, and economic development in the communities where we operate," said Christian Gurría, Chief Executive Officer of Alsea.
Chipotle's Growing International Footprint
Chipotle signed its first international development agreement in July 2023 with Alshaya Group to open restaurants in the Middle East. Alshaya Group currently operates 15 restaurants across the UAE, Kuwait and Qatar. In September 2025, Chipotle announced a joint venture with SPC Group, a leading South Korean food and bakery company, to expand the brand into Asia for the first time, with plans to open its first restaurant in South Korea later this year and in Singapore early next year.
Chipotle's existing international portfolio of owned and operated restaurants includes more than 80 locations in Canada, 20 in the U.K., six in France, and two in Germany. The company currently operates more than 4,100 restaurants worldwide and expects to open between 350 and 370 new restaurants in 2026 as it continues to execute its "Recipe for Growth" strategy, including a target of operating 7,000 locations in the U.S. and Canada.
Chipotle's business development group, led by Chief Business Development Officer Nate Lawton, continues to evaluate strategic opportunities to accelerate the company's global growth through partnerships, joint ventures, and development agreements. Information on submitting a proposal can be found at https://ir.chipotle.com/contact-us.
About Chipotle
Chipotle Mexican Grill, Inc. (NYSE: CMG) is cultivating a better world by serving responsibly sourced, classically-cooked, real food with wholesome ingredients without artificial colors, flavors or preservatives. There are over 4,100 restaurants as of March 31, 2026, in the United States, Canada, the United Kingdom, France, Germany and the Middle East and it is the only restaurant company of its size that owns and operates all its restaurants in North America and Europe. With over 135,000 employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices. For more information or to place an order online, visit chipotle.com.
About Alsea
Alsea is the leading restaurant operator in Latin America and Europe of global brands in the quick service, coffee shop and fast casual dining segments. It has a diversified portfolio, with brands such as Domino's Pizza, Starbucks, Burger King, Chili's, P.F. Chang's, Italianni's, The Cheesecake Factory, Vips, Archies, Foster's Hollywood, Gino's and Chipotle. The company operates more than 4,800 units in Mexico, Spain, Argentina, Chile, Colombia, France, Portugal, Netherlands, Belgium, Luxembourg, Uruguay and Paraguay. Alsea's business model includes support for its brands through a Shared Services Center that provides all the Administrative and Development Processes, as well as the Supply Chain.
For more information please visit: www.alsea.net
*Alsea shares are traded on the Mexican Stock Exchange under the ticker symbol ALSEA
Forward-Looking Statements
Certain statements in this press release are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, including statements about the timing of opening the first and additional future Chipotle restaurants in Mexico, Chipotle's prospects for business in Mexico, the Middle East and Asia, Chipotle's plans to open between 350 and 370 new restaurants in 2026, and its "Recipe for Growth," including its target of operating 7,000 locations in the U.S. and Canada. We use words such as "anticipate," "expect," "believe," "could," "should," "may," "are confident" and similar terms and phrases to identify forward-looking statements. The forward-looking statements in this press release are based on currently available operating, financial and competitive information, available to us as of the date of this release and we assume no obligation to update these forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially from those described in the statements, including the risks described from time to time in our SEC reports, including our annual report on Form 10-K and quarterly reports on Form 10-Q, all of which are available on the investor relations page of our website at ir.chipotle.com.
Fast casual chain Chipotle is set to open its first restaurant in Mexico this week, the company announced on Monday.
The store will open on Thursday in San Pedro Garza García, Nuevo León, part of the Monterrey metropolitan area. Chipotle said the opening is part of the Mexican food chain's previously announced partnership with restaurant group Alsea.
Thursday's opening will be the first of a larger rollout of restaurants in Mexico, including an expansion into Mexico City in 2027, according to Chipotle.
"We are entering Mexico with deep respect for the country's culinary heritage and a commitment to delivering the Chipotle experience with excellence," CEO Scott Boatwright said in a statement. "Our research has reinforced our belief that there is strong interest in high-quality, freshly prepared food served with the customization and convenience that Chipotle offers."
Chipotle plans to open an additional 350 to 370 new restaurants this year as it works to regain growth after a stagnant year and entice customers with new menu offerings. International expansion through partnerships is a piece of that strategy.
The company said it chose the Monterrey area because of its "strong economy, growing population and status as one of [Mexico's] leading business and innovation hubs." The new restaurant will feature the same menu as its existing U.S. locations.
Chipotle and Alsea signed the Mexico development agreement last year as the U.S. chain breaks into the market. The company currently operates more than 4,100 stores worldwide, including in countries across the Middle East and Europe.
NEW YORK, July 13, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Zynex, Inc. (NASDAQ: ZYXI) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Zynex misled investors about the Company’s business, operations, and prospects, specifically failing to disclose: (1) that Zynex shipped products, including electrodes, in excess of need; (2) that, as a result of this practice, the Company inflated its revenue; (3) that the Company’s practice of filing false claims drew scrutiny from insurers, including Tricare; (4) that, as a result, it was reasonably likely that Zynex would face adverse consequences, including removal from insurer networks and penalties from the federal government; and (5) that, as a result of the foregoing, positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
If you currently own ZYXI and purchased prior to March 13, 2023 please contact Sophia Anne Silayan by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
LOS ANGELES, July 13, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Jefferies Financial Group, Inc., (“Jefferies" or the "Company") (NYSE: JEF) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/jefferies-financial-group-inc. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
On September 29, 2025, The Wall Street Journal published an article entitled "Auto Supplier First Brands Files for Bankruptcy Amid Accounting Questions," reporting that "[t]he closely held company's lenders and independent board directors are now probing whether First Brands made misrepresentations in its financial reporting" and that "First Brands relied heavily on accounts-receivable-backed financing, supplying automotive products to customers on delayed payment terms and borrowing from outside investors against the billed receivables." Then, on October 8, 2025, The Wall Street Journal further reported, in an article entitled "First Brands Bankruptcy Damage Spreads to Jefferies UBS," that Jefferies "said funds run by an asset-management unit, Point Bonita Capital, are owed around $715 million from companies that bought First Brands' parts."
On this news, Jefferies' stock price fell $4.66 per share, or 7.88%, to close at $54.44 per share on October 8, 2025.
The following day, Reuters disclosed that "The U.S. Department of Justice has launched an inquiry into the collapse of bankrupt auto parts maker First Brands Group" and that "[t]he Justice Department is probing the company and its dealings with creditors."
On this news, Jefferies' stock price fell another $1.43 per share, or 2.63%, to close at $53.01 per share on October 9, 2025.
On November 27, 2025, The Financial Times reported that the U.S. Securities and Exchange Commission is investigating Jefferies in connection with its relationship with First Brands, including whether Jefferies gave investors in its Point Bonita fund enough information about their exposure to First Brands. Later, on January 7, 2026, The Financial Times reported that Jefferies took a $30 million loss tied to the collapse of First Brands.
On this news, Jefferies' stock price fell $3.62 per share, or 5.6%, to close at $61.05 per share on January 8, 2026.
Then, on June 24, 2026, Jefferies reported its fiscal second-quarter financial results, including both earnings and revenue that fell short of analyst estimates. Jefferies disclosed that asset management fees, revenue, and investment returns declined from a year earlier due to lower management fees and weaker investment performance, saying that lower fees were primarily driven by Point Bonita and funds managed by its strategic affiliates.
On this news, Jefferies' stock price fell $5.30 per share, or 9.15%, to close at $52.64 per share on June 25, 2026.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
NEW YORK, July 13, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Enphase Energy, Inc. (NASDAQ: ENPH) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Enphase Energy misrepresented to investors that: (i) Enphase's European operations were experiencing rapid and robust growth; (ii) customer demand across major European markets, including the Netherlands and Germany, remained strong; (iii) any softness in those markets was temporary, with fundamentals remaining strong; and (iv) by early 2024, Europe had recovered and stabilized for Enphase’s business purposes. According to the lawsuit, the Company also consistently minimized the effects that an influx of lower-priced Chinese competitors was having on Enphase's European operations.
If you currently own ENPH and purchased prior to April 25, 2023 please contact Sophia Anne Silayan by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
July 13, 2026 16:00 ET | Source: Willis Towers Watson US LLC
LONDON, July 13, 2026 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking and solutions company, will announce its financial results for the second quarter on Thursday, July 30, 2026, before the market opens.
The company will host a conference call to discuss its financial results at 9:00 a.m. Eastern Time on Thursday, July 30, 2026. A live, listen-only webcast of the conference call will be available on WTW’s website. Analysts and institutional investors may participate in the conference call’s question-and-answer session by registering in advance here.
An online replay will be available at investors.wtwco.com shortly after the call concludes.
About WTW
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance.
Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success—and provide perspective that moves you.
GREENWICH, Conn.--(BUSINESS WIRE)--W. R. Berkley Corporation (NYSE: WRB) today announced the appointment of Paul J. Stock as president of Carolina Casualty. The appointment is effective immediately.
Mr. Stock has more than 20 years of experience in the property and casualty insurance industry, focused on the transportation sector across multiple disciplines, including claims, product management, underwriting, risk management, telematics, and commercial vehicle technology. He joined Carolina Casualty in early 2025 as divisional president, where he led the transformation of the claims and risk management departments, in addition to several other functional areas.
Commenting on the appointment, W. Robert Berkley, Jr., chairman, chief executive officer, and president of W. R. Berkley Corporation, said: "Paul has brought extensive leadership experience and expertise to the business. We are pleased that he has assumed the role of president at Carolina Casualty to lead our team in this dynamic market.”
Carolina Casualty is a national provider of primary commercial insurance products and services to the transportation industry. It provides tailored transportation insurance solutions that fulfill evolving business needs on an admitted basis in all 50 states and the District of Columbia. For further information about the products and services available from Carolina Casualty, please visit www.carolinacas.com.
Founded in 1967, W. R. Berkley Corporation is an insurance holding company that is among the largest commercial lines writers in the United States and operates worldwide in two segments of the property casualty insurance business: Insurance and Reinsurance & Monoline Excess. For further information about W. R. Berkley Corporation, please visit www.berkley.com.
People fuel their vehicles at YPF gas station on the day of a 24-hour general strike against the adjustment policy of Argentinian President Javier Milei's government, in Buenos Aires,... Purchase Licensing Rights, opens new tab Read more
CompaniesJuly 13 (Reuters) - Power company YPF Electric Energy on Monday filed for an initial public offering in the United States.
YPF is Argentina's largest pure-play power generation company by installed capacity. It operates 17 thermal and renewable power plants with a combined installed capacity of 3,764 megawatts (MW).
The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.
Goldman Sachs, BofA Securities and Citigroup are the global coordinators for the offering.
YPF will list American depositary shares on the NYSE under the symbol "YLUZ."
Reporting by Prakhar Srivastava in Bengaluru; Editing by Jonathan Ananda
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Estimated Book Value Per Share as of June 30, 2026 of $7.22
Estimated GAAP net income of $0.44 per share for the quarter ended June 30, 2026 including an estimated $0.18 per share of net realized and unrealized gains on RMBS and derivative instrumentsEstimated 6.2% total return on equity for the quarter ended June 30, 2026 Estimated book value, net income and total return on equity amounts are preliminary, subject to change, and subject to review by the Company’s independent registered public accounting firmRMBS Portfolio Characteristics as of June 30, 2026 Vero Beach, Fla., July 13, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today its estimated second quarter of 2026 results and portfolio characteristics as of June 30, 2026.
Shares Outstanding
As of July 13, 2026 and June 30, 2026, the Company had 199,603,438 shares of common stock outstanding. As of March 31, 2026, the Company had 196,700,226 shares of common stock outstanding.
Estimated June 30, 2026 Book Value Per Share
The Company’s estimated book value per share as of June 30, 2026 was $7.22. The Company computes book value per share by dividing total stockholders' equity by the total number of outstanding shares of common stock. At June 30, 2026, the Company's preliminary estimated total stockholders' equity was approximately $1.4 billion with 199,603,438 shares of common stock outstanding. These figures and the resulting estimated book value per share are preliminary, subject to change, and subject to review by the Company’s independent registered public accounting firm.
Estimated Net Income Per Share and Realized and Unrealized Gains on RMBS and Derivative Instruments
The Company estimates it generated net income per share of $0.44 for the quarter ended June 30, 2026, which includes an estimated $0.18 per share of net realized and unrealized gains on RMBS and derivative instruments. These amounts compare to total dividends declared during the quarter of $0.30 per share. Net income per common share calculated under generally accepted accounting principles can, and does, differ from our real estate investment trust ("REIT") taxable income. The Company views REIT taxable income as a better indication of income to be paid in the form of a dividend rather than net income. Many components of REIT taxable income can only be estimated at this time and our monthly dividends declared are based on both estimates of REIT taxable income to be earned over the course of the current quarter and calendar year and a longer-term estimate of the REIT taxable income of the Company. These figures are preliminary, subject to change, and subject to review by the Company’s independent registered public accounting firm.
Estimated Total Return on Equity
The Company’s estimated total return on equity for the quarter ended June 30, 2026 was 6.2%. The Company calculates total return on equity as the sum of dividends declared and paid during the quarter plus changes in book value during the quarter, divided by the Company’s stockholders’ equity at the beginning of the quarter. The total return was $0.44 per share, comprised of dividends per share of $0.30 and an increase in book value per share of $0.14 from June 30, 2026.
RMBS Portfolio Characteristics
Details of the RMBS portfolio as of June 30, 2026 are presented below. These figures are preliminary and subject to change and, with respect to figures that will appear in the Company’s financial statements and associated footnotes as of and for the quarter ended June 30, 2026, are subject to review by the Company’s independent registered public accounting firm:
RMBS Valuation CharacteristicsRMBS Assets by AgencyInvestment Company Act of 1940 (Whole Pool) Test ResultsRepurchase Agreement Exposure by CounterpartyRMBS Risk Measures About Orchid Island Capital, Inc.
Orchid Island Capital, Inc. is a specialty finance company that invests on a leveraged basis in Agency RMBS. Our investment strategy focuses on, and our portfolio consists of, two categories of Agency RMBS: (i) traditional pass-through Agency RMBS, such as mortgage pass-through certificates and collateralized mortgage obligations issued by Fannie Mae, Freddie Mac or Ginnie Mae, and (ii) structured Agency RMBS. The Company is managed by Bimini Advisors, LLC, a registered investment adviser with the Securities and Exchange Commission.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements are based upon Orchid Island Capital, Inc.’s present expectations, but these statements are not guaranteed to occur. Investors should not place undue reliance upon forward-looking statements. For further discussion of the factors that could affect outcomes, please refer to the “Risk Factors” section of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025.
RMBS Valuation Characteristics
($ in thousands)
Realized
Realized
Apr-26 -
Jun-26
Jun-26
Net
Weighted
CPR
CPR
Weighted
Average
(1-Month)
(3-Month)
Modeled Interest
Current
Fair
% of
Current
Average
Maturity
(Reported
(Reported
Rate Sensitivity (1)
Type Face
Value
Portfolio
Price
Coupon
GWAC
Age
(Months)
in July)
in July)
(-50 BPS)
(+50 BPS)
Fixed Rate RMBS 30yr 3.0 $315,785 $280,604 2.43% 88.86 3.00% 3.52% 62 291 8.1% 6.5% $8,376 $(8,497)30yr 3.5 37,144 33,944 0.29% 91.39 3.50% 4.30% 81 260 1.7% 3.7% 993 (1,011)30yr 4.0 47,532 45,097 0.39% 94.88 4.00% 4.77% 85 270 10.2% 11.4% 1,169 (1,208)30yr 4.5 436,796 422,712 3.66% 96.78 4.50% 5.46% 30 326 7.6% 6.1% 9,135 (10,098)30yr 5.0 2,163,688 2,140,194 18.55% 98.91 5.00% 6.00% 13 344 4.6% 5.2% 40,360 (47,402)30yr 5.5 4,030,632 4,086,306 35.41% 101.38 5.50% 6.45% 13 343 6.4% 6.6% 60,965 (76,234)30yr 6.0 3,051,319 3,146,124 27.26% 103.11 6.00% 6.92% 18 336 11.0% 15.1% 31,503 (43,625)30yr 6.5 1,261,375 1,317,446 11.42% 104.45 6.50% 7.39% 20 334 22.2% 22.8% 9,259 (13,756)30yr 7.0 52,676 55,771 0.48% 105.88 7.00% 7.91% 31 321 15.6% 42.4% 458 (600)Total Pass-Through RMBS 11,396,947 11,528,198 99.90% 101.15 5.54% 6.47% 18 338 9.2% 10.9% 162,218 (202,431)Total Structured RMBS 82,573 11,966 0.10% 14.49 3.39% 4.59% 139 204 7.2% 7.0% 63 95 Total Mortgage Assets $11,479,520 $11,540,164 100.00% 5.52% 6.45% 19 337 9.2% 10.9% $162,281 $(202,336) Hedge Modeled Interest
Notional
Period Rate Sensitivity (1)
Hedge Balance
End (-50 BPS)
(+50 BPS)
3-Month SOFR Futures $(390,000)Jan-27 $(1,950) $1,950 10-Year Treasury Future(3) (188,600)May-33 (6,062) 5,854 10-Year Ultra Treasury Future(4) (60,000)Feb-36 (2,628) 2,542 ERIS SOFR Swap Futures (10,000)Sep-31 (182) 177 Swaps (7,814,200)Feb-31 (160,872) 155,615 Swaptions (1,000,000)Dec-31 (2,737) 5,001 TBA Short (594,900)Jul-26 (8,005) 10,686 Hedge Total $(10,057,700) $(182,436) $181,825 Rate Shock Grand Total $(20,155) $(20,511) (1) Modeled results from Citigroup Global Markets Inc. Yield Book. Interest rate shocks assume instantaneous parallel shifts and horizon prices are calculated assuming constant SOFR option-adjusted spreads. These results are for illustrative purposes only and actual results may differ materially.(2) Ten-year Treasury futures contracts were valued at prices of $109.89 at June 30, 2026. The market value of the short position was $207.3 million.(3) Ten-year Ultra futures contracts were valued at prices of $112.47 at June 30, 2026 The market value of the short position was $67.5 million. RMBS Assets by Agency
($ in thousands)
Percentage
Fair
of
Asset Category Value
Portfolio
As of June 30, 2026 Fannie Mae $6,022,656 52.2%Freddie Mac 5,517,509 47.8%Total Mortgage Assets $11,540,165 100.0% Investment Company Act of 1940 Whole Pool Test
($ in thousands)
Percentage
Fair
of
Asset Category Value
Portfolio
As of June 30, 2026 Non-Whole Pool Assets $574,055 5.0%Whole Pool Assets 10,966,109 95.0%Total Mortgage Assets $11,540,164 100.0% Borrowings By Counterparty
($ in thousands)
Weighted
Weighted % of
Average
Average Total
Total
Repo
Maturity LongestAs of June 30, 2026 Borrowings
Debt
Rate
in Days MaturityWells Fargo Securities, LLC $568,720 5.1% 3.77% 14 8/19/2026Marex Capital Markets Inc. 497,411 4.5% 3.78% 20 7/23/2026StoneX Financial Inc. 486,529 4.4% 3.79% 73 9/23/2026Hidden Road Partners Civ US LLC 484,902 4.4% 3.76% 53 8/26/2026Citigroup Global Markets Inc 483,698 4.4% 3.76% 29 9/21/2026ABN AMRO Bank N.V. 477,675 4.3% 3.76% 24 7/27/2026ASL Capital Markets Inc. 472,828 4.3% 3.77% 57 9/21/2026The Bank of Nova Scotia 460,634 4.2% 3.75% 27 8/13/2026South Street Securities, LLC 458,067 4.1% 3.82% 68 11/13/2026J.P. Morgan Securities LLC 451,719 4.1% 3.78% 27 7/27/2026RBC Capital Markets, LLC 445,012 4.0% 3.82% 27 7/27/2026Cantor Fitzgerald & Co 424,847 3.8% 3.76% 24 7/24/2026DV Securities, LLC Repo 423,823 3.8% 3.77% 47 8/27/2026Banco Santander SA 413,756 3.7% 3.77% 14 7/20/2026Daiwa Securities America Inc. 407,688 3.7% 3.81% 67 9/23/2026Clear Street LLC 407,554 3.7% 3.76% 17 7/20/2026Goldman, Sachs & Co 395,928 3.6% 3.76% 27 7/27/2026Bank of Montreal 376,058 3.4% 3.76% 15 7/15/2026ING Financial Markets LLC 370,344 3.3% 3.80% 13 7/13/2026Brean Capital, LLC 299,159 2.7% 3.76% 21 7/27/2026Mirae Asset Securities (USA) Inc. 296,573 2.7% 3.79% 47 8/24/2026MUFG Securities Canada, Ltd. 268,537 2.4% 3.75% 30 8/4/2026Morgan Stanley & Co. LLC 260,567 2.4% 3.74% 9 7/15/2026Merrill Lynch, Pierce, Fenner & Smith 252,699 2.3% 3.78% 26 7/27/2026Mitsubishi UFJ Securities (USA), Inc. 239,196 2.2% 3.77% 22 7/22/2026TD Securities (USA) LLC 219,140 2.0% 3.78% 42 8/11/2026Nomura Securities International, Inc. 212,865 1.9% 3.76% 40 8/14/2026Mizuho Securities USA LLC 182,067 1.6% 3.77% 15 7/15/2026Natixis, New York Branch 137,685 1.2% 3.76% 19 7/24/2026BNP Paribas Securities Corp. 135,654 1.2% 3.78% 41 8/10/2026Lucid Prime Fund, LLC 30,438 0.3% 3.75% 16 7/16/2026Canyon Partners, LLC 23,899 0.2% 3.71% 17 7/17/2026Mesirow Financial, Inc. 21,243 0.2% 3.75% 16 7/16/2026Total Borrowings $11,086,915 100.0% 3.77% 32 11/13/2026 Contact:
Orchid Island Capital, Inc.
Robert E. Cauley
3305 Flamingo Drive, Vero Beach, Florida 32963
Telephone: (772) 231-1400
The Thomson Reuters logo is displayed on the company's building in Times Square, New York City, U.S., August 6, 2025. REUTERS/Jeenah Moon Purchase Licensing Rights, opens new tab
CompaniesJuly 13 (Reuters) - Thomson Reuters (TRI.TO), opens new tab on Monday said it is cutting "a small number of roles" in engineering, as the Canadian content and technology company aggressively deploys artificial intelligence across its businesses.
The layoffs affect the global staff and were announced during a technology staff meeting earlier in the day, an employee who attended the meeting said. The employee requested anonymity as the meeting was not public.
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Thomson Reuters plans to eliminate up to 500 jobs, according to the employee. That accounts for about 1.8% of its overall workforce of about 27,100, according to Reuters calculations based on the company's 2025 annual report.
The layoffs account for about 5.2% of the 9,400 employees in the company's operations and technology unit.
The cuts are the latest in a wave of job reductions across the technology sector, which has been buffeted by artificial intelligence tools that have made writing computer code more efficient and have made software engineers the first to feel the economic impact of the new technology.
Overall, about 120,000 tech workers have lost their jobs across 228 companies including at tech giants Meta (META.O), opens new tab and Amazon (AMZN.O), opens new tab in 2026, according to jobs tracker layoffs.fyi.
"As customer expectations across legal, tax, and regulatory workflows evolve, we are focusing our capacity where it matters most to customers," a Thomson Reuters spokesperson said.
"We are supporting affected colleagues through the transition. At the same time, we expect to hire more than 250 net-new engineering roles globally over the next two years, the large majority senior and AI-native," the spokesperson added.
Thomson Reuters is the parent company of Reuters News.
Reporting by Reuters staff; Editing by Daniel Wallis
Our Standards: The Thomson Reuters Trust Principles., opens new tab
NEW YORK, July 13, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, announces the filing of a class action lawsuit against Hub Group, Inc. (“Hub Group” or the “Company”) (NASDAQ: HUBG) for violations of the federal securities laws on behalf of investors who purchased or acquired Hub Group securities between April 28, 2023, and May 11, 2026, inclusive (the “Class Period”).
On June 29, 2026, a complaint was filed against the Company and some of its current and former officers, alleging that throughout the Class Period, Defendants made materially false and misleading statements concerning the premature and incorrect revenue recognition of certain transactions, the understatement of purchased transportation costs and accounts payable, the effectiveness of internal controls, and the Company's drivers of financial results and growth.
When investors learned the truth, Hub Group’s common stock declined precipitously, injuring investors.
“We urge Hub Group investors to reach out and check their eligibility,” said Andrea Farah, Partner and Head of Securities Practice at Lowey Dannenberg, P.C. “Investors can either email us directly or check their eligibility on our case management platform, Claim Magic.”
If you suffered a loss of more than $100,000 in Hub Group securities and wish to participate, check your eligibility through Lowey’s case management platform, https://claimmagic.com/cases/hub-group-inc. Alternatively, you can contact our attorneys Andrea Farah ([email protected]) at (914)733-7256 or Vincent R. Cappucci Jr. ([email protected]) at (914)733-7278.
Any investor who wishes to serve as Lead Plaintiff must act before August 28, 2026.
About Lowey Dannenberg
Lowey Dannenberg is a national firm representing institutional and individual investors, who suffered financial losses resulting from corporate fraud and malfeasance in violation of federal securities and antitrust laws. The firm has significant experience in prosecuting multi-million-dollar lawsuits and has recovered billions of dollars on behalf of its clients.
Contact:
Lowey Dannenberg P.C.
44 South Broadway, Suite 1100
White Plains, NY 10601
Tel: (914) 733-7234
Email: [email protected]
New York, New York--(Newsfile Corp. - July 13, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of purchasers of securities of Hub Group, Inc. (NASDAQ: HUBG) between April 28, 2023 and May 11, 2026, inclusive (the "Class Period"), of the important August 28, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Hub Group 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 Hub Group class action, go to https://rosenlegal.com/cases/hub-group-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 August 28, 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/or failed to disclose that Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements-caused by the premature and incorrect recognition of certain transactions-concerning, inter alia, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth. In addition, Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements-caused by the understatement of purchased transportation costs and accounts payable -concerning, inter alia, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-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/305010
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.
, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Insulet Corporation ("Insulet" or the "Company") (NASDAQ:PODD).
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN INSULET CORPORATION (PODD), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE AUGUST 31, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.
What Is The Lawsuit About?
The complaint filed alleges that, between February 21, 2025 and May 26, 2026, Defendants failed to disclose to investors that: (1) Insulet's manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.
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:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com
Americké trhy vstupují do nového týdne pod tíhou střelby v Hormuzském průlivu, kde došlo k oboustrannému porušení příměří. Na úbytě dnes tedy byly růstové tituly v čele s technologickým sektorem. Dařilo se energetickým společnostem díky rostoucí ceně ropy.
Index S&P 500 -0,78 % na 7516,68 b.
Index Dow Jones -0,26 % na 52498,82 b.
Index Nasdaq Composite -1,55 % na 25,873,18 b.
Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +3,2 % Informační technologie -2,1 % Utility +0,7 % Sektor komunikací -1 % Finanční sektor +0,6 % Průmysl -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna FactSet Research Systems (FDS) +6,5 % APPLVN CRP A O (APP) -13 % Gartner (IT) +6,1 % SANDISK CORP O (SNDK) -13 % Intuit (INTU) +5,4 % MRVL TCHNLGY O (MRVL) -7,8 % Valero Energy (VLO) +5,4 % Oracle (ORCL) -6,5 % Phillips 66 (PSX) +5,3 % Intel (INTC) -6,1 % Zdroj: Reuters
, /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Ensign Group, Inc. (NASDAQ: ENSG) resulting from allegations that Ensign may have issued materially misleading business information to the investing public.
So What: If you purchased Ensign securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/the-ensign-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: On June 8, 2026, Investing.com published an article entitled "Ensign Group stock tumbles after short seller report." The article stated that Ensign shares fell after "short seller Hunterbrook released a report alleging the nursing home operator's business model relies on inadequate patient care and gaming quality metrics." Further, the article stated that Hunterbrook "published findings from a five-month investigation claiming the company's profits depend on understaffing facilities while routing taxpayer dollars to executives and affiliates. The report alleges patients have suffered and died as a result."
On this news, Ensign Group's shares fell 8.15% on June 8, 2026.
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 litigate securities class actions. 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. At the time 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.
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.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
Applovin stock is feeling bearish pressure. Why are APP shares down? A Bank of America Data Point Adds PressureApplovin stood out from the rest of the software group after a Bank of America analysis, based on third‑party tracking, showed a slower pace of e‑commerce advertising growth in June. The company added about 750 new pixels compared with about 950 in May, according to Barron’s.
Risk‑Off Tape, Risk‑On ValuationTechnology is down 2.48% and ranks last among the eleven sectors, which is another way of saying the market is selling the highest duration names first. Even with market breadth still positive with an advance‑decline ratio of 1.8, leadership is coming from defensive areas. Energy is up 3.39%, and that rotation tends to lean heavily on momentum‑sensitive software and internet stocks that thrive when liquidity is abundant and patience is high.
APP’s Chart Is Not Helping BullsThe technical setup is adding fuel to what was already a risk-off spark. APP trades 9.8% below its 20-day SMA at $499.23 and 11.2% below its 50-day SMA at $507.31, which keeps the near‑term structure pointed lower. More importantly, it sits 16% under the 200-day SMA at $536.40, which reinforces the market’s habit of treating rallies as inventory to sell rather than a trend to chase.
The larger warning sign is the death cross that formed in March when the 50-day SMA moved below the 200-day SMA, often a sign that the intermediate regime has shifted from buying dips to selling strength. June registered as both a swing high and a swing low, a neat summary of a stock that has been chopping through volatility instead of building a clean base.
Momentum is not offering much relief. MACD is below its signal line and the histogram is negative, which points to fading upside pressure. Buyers do not have control right now, and they will need to take it back quickly to prevent the slide from becoming self‑fulfilling.
Key levels are straightforward and unforgiving. Resistance sits at $473.00, a pivot area that also aligns with the 100-day SMA at $472.38, making it the first real test on any bounce. Support sits at $418.50. If that level breaks, the downside conversation naturally shifts toward the lower end of the 52-week range at $332.32.
What the Benzinga Edge Scorecard Is SayingAPP Shares Are PlungingAPP Price Action: Applovin shares were down 11.65% at $447.93 at the time of publication on Monday, according to Benzinga Pro.
Image: Piotr Swat/Shutterstock
Market News and Data brought to you by Benzinga APIs
AppLovin (NASDAQ:APP | APP Price Prediction) is getting hammered Monday, sliding 12%. Despite significant research, there is no confirmed company-specific catalyst: no downgrade, no 8-K, no guidance revision. APP is caught in a broad AI and semiconductor risk-off session.
What’s Driving the Selloff The pain is sector-wide. NVIDIA (NASDAQ:NVDA) is off 3%, Broadcom (NASDAQ:AVGO) is down more than 3%, and Advanced Micro Devices (NASDAQ:AMD) has slid nearly 4%. The Invesco QQQ Trust (NASDAQ:QQQ) is down 21.77%. As a high-multiple AI ad-tech name trading at a high valuation, APP is exactly the profile that gets sold hardest when the AI trade cools.
Context: Pullback, Not Collapse Fundamentals remain intact. Q1 2026 delivered EPS of $3.56 on revenue of $1.842 billion, up 24% year-over-year, with an 85% adjusted EBITDA margin and $1.0 billion in buybacks. Recent insider selling has been concentrated but reflects pre-arranged Rule 10b5-1 plans, not a bearish signal. Shares are still up over 40% over the past year even after this session.
The Profit Angle APP’s put/call ratio sits at a balanced 0.93, and the analyst target price of $654.60 implies significant upside from here. Keep an eye on NVIDIA as the bellwether and QQQ for broader tech sentiment. High-beta AI names snap back quickly once the sector risk-off unwinds.
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.
, /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) intends to release second quarter 2026 results for the period ended June 30, 2026, on Tuesday, August 4, 2026, after the U.S. financial market closes. In addition to this release, Talos will host a conference call, broadcast live over the internet, on Wednesday, August 5, 2026, at 10:00 AM Eastern Time (9:00 AM Central Time).
Listeners can access the conference call through a webcast link on the Company's website at: Talos Second Quarter 2026 Webcast. Alternatively, the conference call can be accessed by dialing (800) 836-8184 (North American toll-free) or (646) 357-8785 (international). Please dial in approximately 15 minutes before the teleconference is scheduled to begin and ask to be joined into the Talos Energy call. A replay of the call will be available one hour after the conclusion of the conference until August 12, 2026 and can be accessed by dialing (888) 660-6345 and using access code 99686#.
ABOUT TALOS ENERGY
Talos Energy (NYSE: TALO) is a technically driven, innovative, independent energy company focused on safely maximizing long-term value through its Exploration & Production business in the United States Gulf of America and offshore Mexico. We leverage decades of technical and offshore operational expertise to acquire, explore, and produce assets in key geological trends while maintaining a focus on safe and efficient operations, environmental responsibility, and community impact. For more information, visit www.talosenergy.com.
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [url="]Kahn Swick and Foti[/url], LLC (âKSFâ) are investigating the propo
First Hawaiian, Inc. (FHB) M&A Call July 13, 2026 8:30 AM EDT
Company Participants
Kevin Haseyama - Strategic Planning & Investor Relations Manager
Robert Harrison - Chairman of the Board, President & CEO
Richard Smith - Chairman, President & CEO
James Moses - Vice Chairman of Finance Group & CFO
Conference Call Participants
Jared David Shaw - Barclays Bank PLC, Research Division
David Feaster - Raymond James & Associates, Inc., Research Division
Kelly Motta - Keefe, Bruyette, & Woods, Inc., Research Division
Andrew Terrell - Stephens Inc., Research Division
Anthony Elian - JPMorgan Chase & Co, Research Division
Matthew Clark - Piper Sandler & Co., Research Division
Jeff Rulis - D.A. Davidson & Co., Research Division
Brandon Berman - BofA Securities, Research Division
Andrew Liesch
Presentation
Operator
Good day, and thank you for standing by. Welcome to the First Hawaiian Bank Investor Call. [Operator Instructions] Please be advised that today's conference is being recorded. I'd now like to hand the conference over to Kevin Haseyama, Investor Relations Manager. Please go ahead.
Kevin Haseyama
Strategic Planning & Investor Relations Manager
Thank you. Good morning, everyone, and thank you for joining us on short notice. Earlier today, First Hawaiian and TriCo Bancshares announced that they have entered into a definitive agreement to combine in an all-stock transaction. With me today is Bob Harrison, Chairman, President and CEO of First Hawaiian; Jamie Moses, Chief Financial Officer of First Hawaiian; and Rick Smith, Chairman, President and CEO of TriCo Bancshares.
We have prepared a slide presentation we will refer to in our remarks today. The presentation is available for downloading and viewing on our website at fhb.com in the Investor Relations section. During today's call, we will be making forward-looking statements. Please refer to the forward-looking statements on Slide 2 of the presentation as well as the additional information on Slide 3 and in the joint press
Vertex Pharmaceuticals (VRTX 1.00%) has a robust business that centers around cystic fibrosis therapies. But its growth rate has been slowing down of late. And despite having a stellar pipeline and encouraging growth prospects, the stock's returns over the past year have been nominal.
Now, with the company announcing plans for a big $10 billion acquisition of Crinetics Pharmaceuticals (CRNX +0.11%), could that make the pharma stock a much better buy, perhaps even a no-brainer buy at its current valuation?
Image source: Getty Images.
The deal could inject a ton of growth into Vertex's business Crinetics is a company that develops treatments for endocrine diseases and disorders. This is a company that's still in its early growth stages, as last year its revenue totaled less than $8 million and its net loss was over $465 million.
But it has multiple promising assets in its portfolio, including Palsonify, which was approved last year to treat acromegaly, which is a hormonal disorder that can cause an enlargement of certain parts of the body. Atumelnant is not approved yet, but it is in the midst of clinical trials and is a treatment for congenital adrenal hyperplasia, which relates to multiple genetic conditions that impact the adrenal glands. Combined, these drugs could add $5 billion in annual revenue to Vertex's top line. The deal is expected to close fairly soon -- in the third quarter of this year.
That is significant given that last year, Vertex's revenue totaled $12 billion, which was an increase of nearly $1 billion, or about 9%, from the previous year. This acquisition could drastically grow its business.
Today's Change
(
-1.00
%) $
-4.85
Current Price
$
480.54
Should investors buy the dip on Vertex Pharmaceuticals? Despite the promising growth angle here, Vertex's stock has fallen after announcing the cash deal. That isn't entirely surprising, as the acquiring company normally sees its shares fall after a major acquisition, as investors may be concerned about the price paid for the business, the drag on earnings in the short term, and whether it will truly pay off. In short, it adds some risk.
However, with Vertex's management doing a great job of growing the business over the years and raking in some strong profits, it appears to be a well-calculated move. The healthcare stock is a bit expensive, trading at 29 times its trailing earnings, but given how much more diverse the business has become and its enhanced growth prospects, it could be a no-brainer buy on weakness right now, particularly for long-term investors.
Key Takeaways Bloom Energy has gained 11.7% in three months, beating its industry, sector and the S&P 500.AI data-center demand and grid constraints are boosting interest in Bloom Energy's onsite power systems.Bloom Energy's ROE was 43.41%, while 2026 revenue and earnings estimates imply sharp growth. Bloom Energy Corporation (BE - Free Report) has gained 11.7% in the past three months against the Zacks Alternative Energy - Other industry’s decline of 6.4% and the Zacks Oil & Energy sector’s decrease of 4.1%. The S&P 500 has gained 8.7% in the same time frame.
Bloom Energy is a global leader in onsite power generation, gaining from increasing demand for clean energy from AI-driven data centers, as well as from customers increasingly adopting distributed energy solutions to bypass transmission and distribution constraints.
BE vs Industry, Sector, S&P 500
Image Source: Zacks Investment Research
Shares of other industry players like Talen Energy (TLN - Free Report) have gained 11.6% in the past three months, while those of Plug Power (PLUG - Free Report) have lost 24.1%.
Bloom Energy is ExpensiveBloom Energy is currently trading at a premium valuation. Its forward 12-month price-to-sales (P/S) ratio of 13.86X stands higher than the industry’s 5.25X and the median of 2.81X over the last five years.
Image Source: Zacks Investment Research
BE is expensive compared with other industry players like Talen Energy and Plug Power.
The Case for Bloom EnergyBloom Energy is expanding its onsite power platform to address growing challenges related to electricity availability, deployment speed and rising energy costs. The company is well-positioned to benefit from key long-term trends, including the rapid expansion of AI infrastructure, grid capacity constraints, increasing demand for reliable and affordable power, and government initiatives promoting energy independence and domestic manufacturing.
Its Energy Server platform delivers scalable, onsite power by connecting directly to customers' electrical systems, reducing reliance on traditional transmission networks. Built on Bloom's proprietary solid oxide technology, the platform generates electricity through an efficient electrochemical process, providing reliable and cleaner power for commercial and utility customers. This technology is expected to see rising adoption from AI data centers, cryptocurrency mining facilities, advanced manufacturing and other power-intensive industries.
Bloom Energy continues to invest in research and development to improve system performance, reduce manufacturing costs and enhance profitability, while also benefiting from supportive clean energy policies and incentives. Over the long term, the company aims to establish its solid oxide fuel cell technology as the preferred onsite power solution for data centers, critical infrastructure and other energy-intensive applications as demand for dependable, distributed power continues to grow.
Optimistic Growth Estimate for BEThe Zacks Consensus Estimate for 2026 and 2027 revenues implies 80.9% and 66.9% year-over-year increases, respectively.
The consensus estimate for 2026 and 2027 earnings implies 172.4% and 105% year-over-year increases, respectively. The company has a Growth Score of A.
However, the Zacks Consensus Estimate for Bloom Energy’s 2026 earnings witnessed no movement in the last 30 days, though that for 2027 moved 4 cents north in the same time frame.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 EPS of Talen Energy has moved south but the same for 2027 has moved north in the last 30 days.
On the other hand, the Zacks Consensus Estimate for 2026 EPS of Plug Power witnessed no movement in the last 30 days, while that for 2027 moved south.
BE Stock Returns Better Than Its IndustryReturn on equity (“ROE”) measures how well a company is utilizing its shareholders’ funds to generate profits. ROE compares net income with shareholders' equity.
ROE of Bloom Energy was 43.41% compared with the industry average of 7.15%.
Parting Thoughts on BEBloom Energy continues to show solid performance, driven by increasing demand for clean energy and its ability to deliver reliable, fast-deploying power solutions. Its customized on-site energy systems help customers reduce dependence on traditional grid infrastructure, supporting future growth. The company also stands out as a compelling investment, supported by improving earnings forecasts, strong share price momentum, and a return on equity that exceeds industry averages.
Thus, despite premium valuation at the current levels, we recommend investors add this Zacks Rank #1 (Strong Buy) to their portfolios. You can see the complete list of today’s Zacks #1 Rank stocks here.
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [url="]Kahn Swick and Foti[/url], LLC (âKSFâ) are investigating the propo
Owning high-quality stocks seems like a no-brainer. (Have you ever heard an active portfolio manager tout a portfolio of low-quality companies?) But it turns out that identifying the good names isn't quite so simple.
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Energy Transfer (ET +2.62%) is one of the largest midstream energy companies in the United States, with more than 140,000 miles of pipeline for transporting crude oil, natural gas, liquefied natural gas (LNG), natural gas liquids (NGLs), and other refined products.
The company recently upgraded its 2026 growth capital expenditure (capex) guidance to $5.5 billion to $5.9 billion, up from an initial estimate of $5 billion to $5.5 billion, demonstrating its shift to a cycle of growth.
For income and growth investors, this elevated spending level carries several critical implications.
Image source: Getty Images.
The build-out is connected to a backlog This isn't speculative "build-it-and-they-will-come" spending. Management has stated these projects are underpinned by long-term, fee-based volume commitments targeting mid-teens returns. A substantial portion of this capital is flowing toward meeting the massive demand for natural gas-fired electricity generation to support artificial intelligence (AI) data centers.
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The company has announced three major gas pipeline projects this year, in addition to three pipeline laterals designed as direct connections to end users, so it already has waiting customers for its projects.
Key drivers for these projects include the gas-to-electricity trend, especially for fueling data centers, and growth in natural gas liquids exports. For example, Energy Transfer's Texas network will supply natural gas to the Nexus Hubbard Campus in central Texas, fueling the on-site generation that powers their new AI hyperscale facility.
Energy Transfer's aggressive capital spending is being driven by a combination of generational shifts in power demand, regional production gluts, and a deliberate decision to pivot away from high-risk megaprojects toward immediately accretive infrastructure.
Its dividend is safe, even with expansion plans In past cycles, a heavy capex budget might have raised red flags regarding the safety of the partnership's distribution. However, Energy Transfer's financial footing is solid. The company raised its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to between $18.2 billion and $18.6 billion, meaning the company has immense cash flow.
In the first quarter, Energy Transfer reported revenue of $27.7 billion, up 32% year over year. Adjusted EBITDA was $4.94 billion, up 20.5% over the first quarter of 2025, and distributable cash flow (DCF) was $2.7 billion, up 16.8% year over year.
The company's DCF easily covers its 6.77% distribution yield, as of its current share price, and provides a heavy multibillion-dollar internal equity cushion to self-fund this growth. Dilutive equity issuance to fund this backlog is off the table.
Energy Transfer said it plans to keep raising distributions by 3% to 5% each year. It's increased its distributions for 18 consecutive quarters.
Investors may need to be patient While the projects are high-return, infrastructure takes time to build and commission. Because billions of dollars are actively tied up in construction work in progress (CWIP), they are not yet generating EBITDA.
Energy Transfer's shares have risen by more than 19% this year, but that trend may slow. The company's spending plans will likely keep the company's forward valuation multiple compressed in the near term, at just below 13 times forward earnings. The true rerating and subsequent free cash flow inflections are more likely to be a late-2027 and 2028 story once these assets go into service.
Because the company is allocating more capital to organic projects rather than aggressively buying back units or overindexing on distribution hikes, investors should expect management to stick to its conservative 3% to 5% annual distribution growth target. It strikes a clear balance: Reward unit holders today while fully capitalizing on a generational build-out of energy infrastructure.
Americký akciový index S&P 500 dnes 13.7. 2026 oslabuje o 0,8 %. Hlavní technologický index USA Nasdaq dnes také oslabuje, a to o 1,9 %. Německý index DAX oslabuje o 0,4 %.
Článek se odemkne 13.07.2026 23:05
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13.07.2026 22:05Konflikt mezi Íránem a USA opět eskaluje 17:06Extrémní americká prémie a co „není nemyslitelné“ 16:08PODCAST Týdenní výhled: Nové napětí v Hormuzu, americká inflace a začátek výsledkové sezóny 15:41USA v Hormuzu obnoví blokádu vůči Íránu a budou vybírat poplatky, oznámil Trump 15:05Goldman sází na carry trade. Barclays varuje před návratem volatility 14:30Komerční banka, a.s.: Hlavní akcionáři KB k 30.6.2026 11:45Starbucks chce díky AI nahradit software od Microsoftu a IBM 10:58TSMC má za druhé čtvrtletí rekordní tržby 10:07Nejhorší den na burze. Akcie SK Hynix potkal více než 15procentní výplach 8:59ČEZ, a.s.: Vnitřní informace - Elevion Group podepsal kupní smlouvu na akvizici 100% podílu v italské společnosti BTS Biogas 8:52Eskalace konfliktu s Íránem zhoršuje náladu na trzích. SK Hynix po americkém debutu propadl 8:47Rozbřesk: Hormuz znovu straší trhy. Česká ekonomika však drží kurz 6:03Wood: Úvahy o konci americké výjimečnosti jsou notně přehnané 12.07.2026 9:22Víkendář: Greenspan předpovídal inflaci 4,5 % a 8% výnosy z desetiletých amerických státních dluhopisů 11.07.2026 9:21Víkendář: Greenspan se evidentně mýlil, akcie nebyly v roce 1996 nijak nadhodnocené 10.07.2026 17:39Nemělo by se nyní více mluvit o nesprávném monetárním kurzu? 16:08Bylo by nebezpečné vědět, proč centrální banky jednají tak, jak jednají? 14:10Analytici otáčejí. Očekávání zisků evropských firem rostou nejrychleji za dva roky 12:22Perly týdne: Červená karta pro Američany a klesající dynamika akcií malých firem 11:02Volkswagen spouští jednu z největších proměn ve své historii. Omezí výrobu i nabídku modelů
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Peter R. Matt, President and CEO of Commercial Metals Company (CMC +1.77%), reported a direct purchase of 8,230 shares of common stock in a SEC Form 4 filing on July 13, 2026.
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Transaction summaryMetricValueTransaction value$504,499Shares purchased8,230Post-transaction shares (directly held)181,522Post-transaction value$11.37 millionTransaction value based on SEC Form 4 weighted average purchase price ($61.30); post-transaction value based on July 10, 2026 market close ($62.64).
Key questionsWhat is the significance of this purchase relative to the CEO's existing position?
This trade adds 8,230 shares to the CEO's direct holdings, resulting in a total position of ~182,000 shares with a market value of $11.37 million as of the July 10, 2026 market close.How does the acquisition price compare to recent market levels?
The purchase was executed at $61.30 per share, while the stock finished the July 10 trading session at $62.64.What is the company's financial profile at the time of this transaction?
Commercial Metals Company currently has a market capitalization of $6.9 billion, supported by trailing twelve-month revenue of $8.9 billion and net income of $595.1 million.Company OverviewMetricValueShare Price (as of market close 2026-07-10)$62.64Market Capitalization$6.9 billionRevenue (TTM)$8.9 billionNet Income (TTM)$595.1 millionCompany SnapshotCommercial Metals Company operates an integrated business model encompassing steel production, metal recycling, and fabrication services, generating revenue from the processing and marketing of ferrous and non-ferrous scrap metals, as well as finished steel products.The company generates profitability by acquiring and processing scrap metal feedstock, converting it into finished steel and metal products, and distributing these materials to industrial customers across multiple geographic markets.CMC serves a diverse customer base, including steel mills, foundries, and industrial manufacturers across the United States, Poland, China, and other international markets, with operations positioned to capture both domestic and global demand.Commercial Metals is a leading international steel and metal recycling enterprise with a market capitalization of $6.9 billion and TTM revenues of $8.9 billion, employing 13,178 personnel across its global operations. The company's competitive positioning is anchored in its vertically integrated business model, which combines scrap metal collection and processing with downstream steel fabrication and distribution capabilities. CMC's geographic diversification and focus on sustainable metal recycling provide strategic advantages in serving industrial customers while capitalizing on the global demand for recycled steel products.
What this transaction means for investorsThere are plenty of reasons an insider may sell stock that have little to do with their outlook for the share price. These can include having to pay a large personal expense or doing preplanned, reasonable portfolio diversification.
There is only one reason insiders buy stock: they think the price is going to go up.
By that rule of thumb, CEO Matt’s purchase of $500,000 worth of Commercial Metals shares is bullish.
There are other reasons to be bullish, too. The company is benefiting from a $150 million annual cost-saving program pioneered by Matt, as well as a strong U.S. steel market that allows incremental price hikes to be absorbed by the market. Help CMC, too, are trade policies that have curbed foreign dumping of subsidized metals into the marketplace.
In its first quarter of 2026, CMC grew earnings before interest, taxes, depreciation, and amortization — EBITDA, a measure of core profitability — nearly 79%, a sign of the strength of the business. That came even as CMC saw stronger-than-expected costs from scrap metals.
For the full year 2026, analysts expect CMC to post a 19% gain in sales to more than $9.2 billion with a huge jump in net income to $669 million from $85 million.
Clearly, there’s a good reason for the CEO to be adding shares.
, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Peabody Energy Corporation ("Peabody" or the "Company") (NYSE:BTU) have opportunity to lead the securities fraud class action lawsuit.
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN PEABODY ENERGY CORPORATION (BTU), CLICK HERE BEFORE AUGUST 24, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
What Is The Lawsuit About?
The complaint filed alleges that, between October 14, 2024 to May 4, 2026, Defendants failed to disclose to investors that: (1) Peabody's overly optimistic March 2026 Centurion ramp-up date and promises regarding the Company's inflated guidance fell short of reality when numerous issues at Centurion caused a significant delay to the mine's ramp-up and Peabody's first quarter metallurgical segment volumes; and (2) 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.
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.
The Law Offices of Frank R. Cruz,
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.
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.
SOURCE The Law Offices of Frank R. Cruz, Los Angeles
Key Takeaways Progressive is expected to post Q2 earnings of $4.58 per share, down 6.2% year over year.Net premiums earned are projected to rise 7% to $21.7 billion on policy growth and retention.Investment income is expected to rise 12% to $935.6 million. Higher underwriting costs add pressure. The Progressive Corporation (PGR - Free Report) is expected to witness an improvement in its top line but a decline in its bottom line when it reports second-quarter 2026 results on July 15, before the opening bell.
The Zacks Consensus Estimate for PGR’s second-quarter revenues is pegged at $23.1 billion, indicating 7% growth from the year-ago reported figure.
The consensus estimate for earnings is pegged at $4.58 per share. The Zacks Consensus Estimate for PGR’s second-quarter earnings has moved 2 cents north in the past seven days. The estimate indicates a year-over-year decline of 6.2%.
Decent Earnings Surprise HistoryProgressive’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed in one, the average negative surprise being 0.62%.
What the Zacks Model Unveils for PGROur proven model predicts an earnings beat for Progressive this time around. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) that increases the chances of an earnings beat.
You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Earnings ESP: PGR has an Earnings ESP of +5.60%. This is because the Most Accurate Estimate of $4.83 is pegged higher than the Zacks Consensus Estimate of $4.58.
Zacks Rank: PGR carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Shape Q2 ResultsProgressive’s second-quarter results are likely to benefit from higher premiums, increased net investment income and stronger fee and service income. Continued improvement in its personal auto and commercial lines businesses is likely to have added to the upside.
A strong product portfolio, leading market position and solid performance across its Vehicle and Property segments, supported by healthy policy retention and growth in policies in force, are likely to have driven an improvement in net premiums earned. The Zacks Consensus Estimate for net premiums earned stands at $21.7 billion, indicating a 7% increase from the prior-year quarter.
The Personal Auto segment is likely to have benefited from higher volumes of new and renewal applications, fueled by increased advertising spending, competitive pricing and agency incentive programs. Growth in policies in force was expected across both the agency and direct channels. The consensus estimate for personal auto policies in force is 40.1 million.
Net investment income is likely to have been aided by a larger invested asset base, with the Zacks Consensus Estimate at $935.6 million, implying 12% year-over-year growth. The company is also expected to have recorded pretax net realized gains on securities, with the consensus estimate at $403.9 million.
On the expense side, higher loss and loss-adjustment expenses, policy acquisition costs and other underwriting expenses are likely to have put upward pressure on overall costs. The consensus estimate for the expense ratio is pegged at 20.
Prudent underwriting practices, combined with relatively limited catastrophe losses, are expected to have supported underwriting profitability. The consensus estimate for combined ratio is 88.43, indicating continued operating strength.
Other Stocks to ConsiderSome other P&C insurance stocks with the right combination of elements to deliver an earnings beat this time around are:
Arch Capital Group (ACGL - Free Report) has an Earnings ESP of +3.40% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $2.45 per share, indicating a 5.04% year-over-year decrease.
ACGL’s earnings beat estimates in the last four reported quarters.
The Travelers Companies (TRV - Free Report) has an Earnings ESP of +0.02% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $4.92 per share, indicating a year-over-year decrease of 17.2%.
TRV’s earnings beat estimates in each of the last four reported quarters.
Chubb Limited (CB - Free Report) has an Earnings ESP of +4.97% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $6.60 per share, indicating a year-over-year increase of 7.49%.
CB’s earnings beat estimates in each of the last four reported quarters.
SummaryCohen & Steers, Inc. (CNS) is rated BUY, driven by strong fund inflows, accelerating REIT performance, and a 37% forward P/E discount versus historical peaks.Cohen & Steers' AUM reached $93 billion in Q1 2026, with 86% of AUM outperforming benchmarks over one year and 98% over three years.REITs, comprising 48% of AUM, are benefiting from sector rotation, improved property fundamentals, and have delivered double-digit YTD returns.Cohen & Steers' low leverage, robust cash generation, and 3.5% yield support continued shareholder returns amid secular ETF growth and product expansion. allanswart/iStock via Getty Images
Summary Cohen & Steers, Inc. (CNS) is up 23% YTD with an attractive yield of 3.5%. Fund inflows are strong with growing AUM highlighted by Cohen & Steers' non-tech oriented investment strategies such as US REITS
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
, /PRNewswire/ -- AllianceBernstein L.P. ("AB") and AllianceBernstein Holding L.P. ("AB Holding") (NYSE: AB) today announced that preliminary assets under management increased to $905 billion at the end of June 2026, from $899 billion at the end of May. The increase was primarily driven by firmwide net inflows, including a large low-fee passive fixed income mandate, as markets had a largely neutral impact on AUM during the month. Net flows were positive across all three distribution channels in June, led by Retail, followed by Institutions and Private Wealth. For the quarter ended June 30, 2026, preliminary firmwide net inflows totaled $0.7 billion.
AllianceBernstein L.P. (The Operating Partnership)
Assets Under Management ($ in Billions)
At June 30, 2026
May 31,
2026
Private
Institutions
Retail
Wealth
Total
Total
Equity
Actively Managed
$
49
$
166
$
64
$
279
$
284
Passive
31
44
11
86
86
Total Equity
80
210
75
365
370
Fixed Income
Taxable
121
65
21
207
209
Tax-Exempt
1
64
34
99
97
Passive
—
18
—
18
9
Total Fixed Income
122
147
55
324
315
Alternatives/Multi-Asset
Solutions(1)
169
10
37
216
214
Total
$
371
$
367
$
167
$
905
$
899
At May 31, 2026
Total
$
371
$
362
$
166
$
899
(1) Includes certain multi-asset solutions and services not included in equity or fixed income services.
Cautions Regarding Forward-Looking Statements
Certain statements provided by management in this news release are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from future results expressed or implied by such forward-looking statements. The most significant of these factors include, but are not limited to, the following: the performance of financial markets, the investment performance of sponsored investment products and separately-managed accounts, general economic conditions, industry trends, future acquisitions, integration of acquired companies, competitive conditions, and government regulations, including changes in tax regulations and rates and the manner in which the earnings of publicly-traded partnerships are taxed. AB cautions readers to carefully consider such factors. Further, such forward-looking statements speak only as of the date on which such statements are made; AB undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of such statements. For further information regarding these forward-looking statements and the factors that could cause actual results to differ, see "Risk Factors" and "Cautions Regarding Forward-Looking Statements" in AB's Form 10-K for the year ended December 31, 2025 or form 10-Q for the quarter ended March 31, 2026. Any or all of the forward-looking statements made in this news release, Form 10-K, Form 10-Q, other documents AB files with or furnishes to the SEC and any other public statements issued by AB, may turn out to be wrong. It is important to remember that other factors besides those listed in "Risk Factors" and "Cautions Regarding Forward-Looking Statements", and those listed above, could also adversely affect AB's financial condition, results of operations and business prospects.
About AllianceBernstein
AllianceBernstein is a leading global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients in major world markets.
As of June 30, 2026, including both the general partnership and limited partnership interests in AllianceBernstein, AllianceBernstein Holding owned approximately 31.3% of AllianceBernstein. Including both the general partnership and limited partnership interest in AllianceBernstein Holding and AllianceBernstein, Equitable Holdings, Inc. ("EQH"), owned an approximate 68.1% economic interest in AllianceBernstein.
Additional information about AB may be found on our website, www.alliancebernstein.com.
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.
By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.
However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.
Amphenol (APH - Free Report) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).
Here are three of the most important factors that make the stock of this maker of fiber-optic products a great growth pick right now.
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Amphenol is 23.6%, investors should actually focus on the projected growth. The company's EPS is expected to grow 42.5% this year, crushing the industry average, which calls for EPS growth of 26.9%.
Cash Flow GrowthWhile cash is the lifeblood of any business, higher-than-average cash flow growth is more important and beneficial for growth-oriented companies than for mature companies. That's because, growth in cash flow enables these companies to expand their businesses without depending on expensive outside funds.
Right now, year-over-year cash flow growth for Amphenol is 75.8%, which is higher than many of its peers. In fact, the rate compares to the industry average of 15.1%.
While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 28.9% over the past 3-5 years versus the industry average of -2.5%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for Amphenol have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.1% over the past month.
Bottom LineAmphenol has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions Amphenol well for outperformance, so growth investors may want to bet on it.
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed merger of Equitable Holdings, Inc. (NYSE: EQH) and Corebridge Financial, Inc. (NYSE: CRBG). Under the terms of the agreement, each outstanding share of Equitable common stock will be exchanged for the right to receive 1.55516 shares of the new parent company’s common stock, and upon completion of the proposed transaction, Equitable shareholders will own approximately 49% of the combined company. KSF is seeking to determine whether the merger and the process that led to it are adequate, or whether the merger is fair to Equitable shareholders.
If you would like to discuss your legal rights regarding the proposed transaction, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn ([email protected]) toll free at any time at 855-768-1857, or visit https://www.ksfcounsel.com/cases/nyse-eqh/ to learn more.
To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick and Foti, LLC (âKSFâ) are investigating the proposed merger of
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Global Business Travel Group, Inc. (NYSE: GBTG) to Long Lake Management. Under the terms of the proposed transaction, shareholders of Global will receive $9.50 in cash for each share of Global that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.
If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn ([email protected]) toll free at any time at 855-768-1857, or visit https://www.ksfcounsel.com/cases/nyse-gbtg/ to learn more.
To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [url="]Kahn Swick and Foti[/url], LLC (âKSFâ) are investigating the propos
What: Following HII’s acquisition of an advanced manufacturing facility and assets, work is underway at its Newport News Shipbuilding (NNS) — Charleston Operations site in South Carolina. Media are invited to visit the site to learn how HII is increasing U.S. nuclear-powered submarine and aircraft carrier capacity and throughput for its national security customers. When: Wednesday, March 12, 2025 at 10:00 a.m. Where: Newport News Shipbuilding (NNS) — Charleston Operations 2040 Bushy Park Road, Goose Creek, South Carolina, 29445 RSVP: U.S. citizenship and confirmation of media attendance is required. Please RSVP by noon on Monday, March 10. Please RSVP to: Todd Corillo [email protected]
(757) 688-3220 Please note that because this is an industrial setting, long pants and flat, sturdy, closed-toe shoes are required. More: Media are also invited to cover a breakfast HII is hosting for community leaders on Monday, March 17, in Charleston. Additional details will be provided upon RSVP. About HII
HII is a global, all-domain defense provider. HII’s mission is to deliver the world’s most powerful ships and all-domain solutions in service of the nation, creating the advantage for our customers to protect peace and freedom around the world.
As the nation’s largest military shipbuilder, and with a more than 135-year history of advancing U.S. national security, HII delivers critical capabilities extending from ships to unmanned systems, cyber, ISR, AI/ML and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit:
HII on the web: https://www.hii.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/wearehiiHII on Instagram: https://www.instagram.com/wearehii Media Contact
Greg McCarthy [email protected]
ARLINGTON, Va., July 13, 2026 (GLOBE NEWSWIRE) -- The release issued earlier today by HII (NYSE: HII) was issued in error. The release has been replaced as follows:
Media Advisory — Media Invited to HII Unmanned Autonomy Briefing
What:As the U.S. Navy and allied navies accelerate the integration of manned and unmanned maritime operations, one technology will be essential to mission success: proven, reliable autonomy.Join HII experts for an exclusive media briefing on the Odyssey Autonomous Control System (ACS), HII’s proven autonomy software powering the next generation of intelligent unmanned vehicles.
Built on an open architecture, Odyssey ACS combines advanced autonomy, navigation, communications, onboard processing and modular interfaces that enable the rapid integration of commercial, government and customer-developed payloads.
The system transforms any vehicles into intelligent robotic platforms capable of collaborative autonomy, sensor fusion and enhanced perception across a broad range of missions.
Already deployed on REMUS unmanned underwater vehicles in more than 30 countries and ROMULUS unmanned surface vehicles, Odyssey ACS provides a proven foundation for future integrated operations while reducing technology risk, lowering lifecycle costs and enabling rapid capability upgrades.
During this briefing, HII experts will discuss how Odyssey ACS is helping shape the future of U.S. Navy and allied undersea operations and why trusted autonomy will be a decisive advantage in the evolving maritime battlespace.
When:Monday, July 20, 2026
10:30 –11:30 a.m. Eastern timeRSVP:Members of the media interested in participating should contact Greg McCarthy at [email protected] for call-in details.
About HII
HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.
With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit:
HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Media Contact
Greg McCarthy [email protected]
Northern Oil and Gas (NOG) has seen a significant increase in its stock price after releasing its second-quarter operational update. The report addressed key inv
Key Takeaways Humana aims for a 3% Medicare Advantage margin by 2028 as it rebuilds long-term profitability.HUM expects about 25% individual Medicare Advantage membership growth in 2026 through disciplined execution.Humana reaffirmed at least $9.00 adjusted EPS guidance for 2026 despite Star Ratings headwinds. Humana Inc.’s (HUM - Free Report) turnaround is no longer about growing membership, it's about rebuilding profitability. The company has set a goal of achieving a 3% Medicare Advantage margin by 2028, making it one of the most important milestones for its long-term earnings recovery. The key question is whether Humana can translate that strategy into sustainable profit growth.
Unlike many managed care companies that have scaled back benefits to protect margins, Humana continues to expect approximately 25% growth in individual Medicare Advantage membership in 2026. The focus is on attracting higher-quality members through disciplined pricing, stronger product design and better retention rather than pursuing growth at any cost.
Humana is working to improve medical cost trends through tighter care management and stronger operational execution. It is also investing to rebuild its Medicare Star Ratings, a key driver of future reimbursement and profitability. Higher Star Ratings would increase quality bonus payments, strengthen its competitive position and support long-term profitability.
Despite elevated healthcare utilization and a challenging regulatory environment, Humana reaffirmed its 2026 adjusted EPS guidance of at least $9.00, reflecting confidence in its turnaround plan despite the temporary Star Ratings headwind. The near-term focus is on controlling medical costs, improving Star Ratings and turning membership growth into higher profits. Delivering on these priorities will be key to reaching the 3% Medicare Advantage margin target and supporting a sustained earnings recovery.
How Are Humana's Peers Positioned?Restoring Medicare Advantage profitability has become a key priority across the health insurance industry. UnitedHealth Group Incorporated (UNH - Free Report) and CVS Health Corporation (CVS - Free Report) are also focused on improving margins through disciplined execution.
UnitedHealth Group is emphasizing disciplined pricing, stronger care management and value-based care to improve Medicare Advantage margins. UNH is prioritizing sustainable profitability over aggressive growth, much like Humana.
CVS Health is repricing Medicare Advantage plans, refining benefits and strengthening medical cost management to improve profitability. CVS is taking a disciplined approach to rebuild margins and support long-term earnings growth.
HUM’s Price Performance, Valuation and EstimatesShares of HUM have gained 53.1% year to date, outperforming the broader industry’s 28.5% growth.
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From a valuation standpoint, HUM trades at a forward price-to-earnings ratio of 32.21X, up from the industry average of 18.48X. Humana carries a Value Score of B.
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The Zacks Consensus Estimate for HUM’s 2026 earnings implies a 47.4% deterioration year over year, followed by a 66.1% improvement next year.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
