The obvious dividend names in consumer goods -- the colas, the ketchups, the toothpaste giants -- are picked over, written about endlessly, and their stocks are priced accordingly. I'd rather look one shelf down, at the companies doing the work without the crowd standing on top of them.
These companies pay good dividends, too; after all, a dividend isn't just a number. It's a promise a company keeps quarter after quarter, and the ones that keep that promise the longest usually have durable businesses behind their payouts. Here are three consumer goods dividend payers worth a look for the back half of 2026, each offering a different flavor of income.
Image source: Getty Images.
1. The Marzetti Company: A Dividend King hiding behind a new name You may still know this one as Lancaster Colony. In July 2025, it renamed itself The Marzetti Company (MZTI +2.42%) after its flagship dressings brand, and I suspect a lot of investors haven't caught up to the new ticker yet. What hasn't changed is the streak: 63 straight years of raising its dividend. Only a dozen other U.S. companies have streaks that long or longer. That also makes it a Dividend King -- a title reserved for those companies that have boosted their dividend payouts annually for at least 50 consecutive years. Streaks like that don't happen by accident. They reflect a business that generates cash reliably through good times and bad.
The more interesting story is how Marzetti grows. It has become the intermediary between restaurant chains and your grocery cart, licensing Texas Roadhouse dinner rolls (now in roughly 4,000 Walmart stores), Chick-fil-A sauces, and Olive Garden dressings for the retail shelf. Borrowing other brands' fame is a capital-light way to grow, meaning Marzetti doesn't have to spend heavily building demand that it can rent instead.
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2. Reynolds Consumer Products: The boring aisle that pays around 4% Reynolds Consumer Products (REYN +0.84%) makes foil and trash bags (Reynolds Wrap and Hefty) -- the kind of products people toss in their carts almost without thinking. That autopilot demand is exactly what supports a forward dividend yield that recently sat above 4%, comfortably higher than the broader market average. The company keeps its brands playful in small ways, even rolling out heart-embossed aluminum foil this spring, but the real appeal is habit, not novelty.
There's a risk worth naming plainly. Reynolds Wrap is made from aluminum, so metal prices and tariffs can pinch its margins in ways management can't control, and revenue has been running roughly flat. This is an income-first, growth-second holding, which is fine, as long as you buy it for the yield rather than expecting the share price to sprint higher.
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3. Energizer Holdings: More than the bunny Most people file Energizer Holdings (ENR +1.29%) under batteries and move on. The part I find most underappreciated is its auto-care arm, with brands including Armor All, STP, and A/C Pro. Together with the battery business, those lines generate enough cash to fund a dividend that yields well north of 5% at the current share price.
That headline yield comes with the most risk, too. Energizer carries meaningful debt, and both batteries and car-care products face rising input costs and cheaper store-brand competition. A high-yielding dividend is only as valuable as a company's ability to keep paying it, so I'd treat this as the spicier pick rather than the anchor of an income-focused portfolio.
Aqua Capital, Energizer's largest outside shareholder with a roughly 10% stake, bought another 40,000 shares recently for about $844,000. That extends a steady buying streak that has added more than 314,000 shares since late May despite the company's sluggish sales. This is a solid sign for the company.
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Think of these three stocks as a ladder, not a contest. Marzetti offers the safest, slowest-growing income and an enviable streak of payout raises. Reynolds sits in the middle with a dependable yield in the mid-single-digit percentages, supported by a business that's tied to people's everyday habits. Energizer offers the highest payout and, fittingly, the highest risk. Rather than chasing the biggest number, make your pick based on your risk tolerance.
With dividends, the durability of the payout almost always matters more than its size.
SummarySanDisk's BiCS10 delivers 59% higher bit density while production has already begun, reducing execution risk well ahead of commercialization. Data center revenue surged more than 230% sequentially as AI inference, KV cache and enterprise SSD demand become the primary growth drivers. Five multi-year agreements secure approximately $42 billion of minimum revenue with over $11 billion of financial guarantees, fundamentally improving earnings visibility. Although SanDisk trades at roughly 29x forward earnings versus Micron's 13x, the premium reflects expectations of a structurally less cyclical business model. denisik11/iStock via Getty Images
The recent sharp fall in SanDisk (SNDK) over the last two weeks was seen as proof that the rally was just getting ahead of itself. I believe this overlooks the fundamental changes occurring inside the
8.25K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SNDK, MU 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.
New York, New York--(Newsfile Corp. - July 12, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Futu Holdings Limited (NASDAQ: FUTU) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Futu securities between May 24, 2023 and May 27, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/FUTU.
Futu Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Futu was not in compliance with the requirements of the China Securities Regulatory Commission ("CSRC"), including because Futu continued to conduct securities business, public fund sales business, and futures business in mainland China without obtaining the requisite licenses or approval; as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; and as a result of the foregoing, Futu's financial results were overstated; and as a result of the foregoing, defendants' positive statements about Futu's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.What's Next for Futu Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/FUTU, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Futu you have until August 25, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Futu Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Futu Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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What's going on with Space Exploration Technologies (SPCX 4.51%) stock? The space stock was the largest initial public offering (IPO) ever when it went public less than a month ago, and instead of the projected $75 billion raised, underwriters were able to use their 15% overallotment because there was so much interest. SpaceX ended up raising $86.7 billion.
But after all of that hyper-interest and an initial run-up, SpaceX stock is now trading below its market open price of $150 as of this writing.
That might seem like an opportune time to buy in if you couldn't get in at the beginning. But now might be the worst time to buy shares. Here's why.
Image source: Getty Images.
Why is SpaceX stock falling? SpaceX hasn't released any new information about its operations since the IPO, so any movement is likely related to investor sentiment or macroeconomic factors. Both of these are likely coming into play.
Some investors who were lucky enough to get IPO shares or bought in the first few days might be pocketing their gains. Given how high the demand for the stock was, it would be a simple move.
However, the tech industry as a whole has been under pressure over the past week, and the S&P 500 and Nasdaq-100 are both roughly flat since the beginning of June. Now, about a month after the IPO, SpaceX is another tech stock that's going to act, more or less, in line with other tech stocks when there's macroeconomic news or volatility.
So far, the thesis to wait for now is connected to a hesitant tech market. But there's more, specifically related to SpaceX.
Since it's only been a month since the IPO, the stock is still in what's known as the lockup period. Insiders, who own the 95% or so of the stock that hasn't been released on the market, are restricted from selling for obvious reasons: Releasing such a massive amount of shares at once could create major instability, especially for a stock as hyped-up as SpaceX.
Most lockup periods end 180 days after the IPO, but SpaceX has a staggered lockup period. The first stage ends after the second-quarter earnings release. While that date hasn't been announced yet, it's likely to be in the beginning of August. At that time, 911.5 million shares, or 6.8% of the total, will become eligible for sale by insiders. That's more than is already on the market.
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If the stock surpasses the IPO price by 30% for five out of the 10 days post-release, another 455.8 million shares can be sold. In total, that would be 10.2% of the stock, or more than double the 4.1% that's on the markets today.
Not all of the stock will be sold, and the way it looks right now, it's unlikely the 30% threshold will be met. However, if there's high trading activity at that point, it certainly could be.
The more likely scenario is that the stock is driven down by all the new shares. Which means it could get a lot lower than today's price, and investors should wait it out.
Elon Musk and Sam Altman criticized each other in new posts on X, highlighting the billionaires' long-standing tussle over OpenAI's evolution.
Musk and Altman helped to start OpenAI in 2015 as a nonprofit artificial intelligence research lab alongside a band of engineers and scientists.
In 2018, Musk left OpenAI's board after donating tens of millions to the organization, although he later objected to Altman's efforts to construct "an opaque web of for-profit OpenAI affiliates" in a lawsuit that went to trial in California this year. A jury ruled in favor of Altman, and Musk said he would appeal the case.
Weeks later, Musk's company SpaceX — which controls the X social platform, the xAI lab that challenges OpenAI and the Starlink broadband internet service — completed its landmark initial public offering. SpaceX raised a record $75 billion as it promoted plans to launch data centers into space, in addition to ambitions in enterprise AI applications and interplanetary transportation. Meanwhile, OpenAI has filed confidentially for its own IPO.
This week, SpaceX released the Grok 4.5 generative AI model, while OpenAI debuted its own GPT-5.6 Sol. For days, Musk and Altman have hyped up their respective releases, but on Saturday the rivalry got personal.
In response to a post about Apple filing suit against OpenAI on Friday over alleged theft of trade secrets, Musk wrote, "Scam Altman strikes again …"
The Tesla and SpaceX CEO has used the "Scam Altman" moniker to refer to the OpenAI CEO on several occasions over the past year. Minutes after his post, Musk doubled down, writing, "He takes scamming to a whole new level."
Next, Musk published a photo of Altman that included the words, "I'm doing this because I love it."
"By 'this' he means scamming," Musk wrote, including two rolling-on-the-floor-laughing emojis.
Musk then replied to that post, writing, "He might literally love scamming more than any human alive!"
The flurry of social activity got Altman's attention.
"[H]omeboy you're the one sellling public market investors on short-term space datacenters," Altman wrote in an X post of his own that garnered over 11 million views.
"We start flying them next year. Maybe you can come see them if your parole officer approves," Musk fired back.
Separately, Altman put Musk's fresh wave of attention in the context of OpenAI's fresh model release.
"[T]here are a lot of benchmarks that suggest 5.6 sol is the best model in the world right now, but the most reliable way to tell is that elon is obsessed with me again," Altman wrote on X.
Elsewhere on X, the account @iliketeslas asserted that Altman is scared of Apple. That, too, prompted a response from Altman.
"[I] am not afraid of apple, but i have tremendous respect for them. s-tier company," Altman wrote.
Altman's post led Nikita Bier, X's head of product, to respond: "Incredible trade secrets as well, some of the best."
Musk replied with a face-with-tears-of-joy emoji.
On Friday, an OpenAI spokesperson told CNBC, "We have no interest in other companies' trade secrets."
Artificial intelligence has become one of the technology industry’s biggest battlegrounds, but the debate is no longer just about which model performs best. Increasingly, it is about who controls the future of AI itself.
Open-source advocates argue that freely available models will democratize AI, lower costs, and prevent a handful of companies from dominating the market. Yet the dollars flowing through enterprise AI tell a different story. As businesses ramp up spending, the biggest winners continue to be the companies selling proprietary models.
For investors, that’s the trend worth watching because spending, not downloads, ultimately determines who captures the profits.
Enterprise Spending Tells A Different Story On the All-In podcast, David Sacks challenged the popular narrative that open-source AI is winning. His argument was simple: ignore GitHub stars, Hugging Face downloads, and social media buzz. Follow where enterprises are writing checks.
According to the latest a16z CIO survey of 100 verified Global 2000 technology executives, open-source AI accounted for 19% of enterprise AI spending last year. This year, that figure has fallen to 11%. Closed models moved in the opposite direction, climbing from 81% to 89% of enterprise spending.
The same survey found enterprise preferences steadily shifting toward proprietary platforms. In January 2026:
Metric January 2026 Prefer closed-source models 36% Prefer open-source models 30% Average annual LLM spending $7 million Average spending two years ago $4.5 million Expected spending increase in 2026 65% That growing budget is flowing primarily to OpenAI, Anthropic, and Alphabet‘s (NASDAQ:GOOG | GOOG Price Prediction) Google.
To put that into perspective, enterprises aren’t reducing AI investments. They’re increasing them. The question is simply where the money is going, and the answer is increasingly toward closed providers.
That may be true for experimentation, internal utilities, or batch processing. The problem is equating cheap volume with valuable work.
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Sacks argues enterprises continue relying on closed models for production systems where reliability matters most. Those applications often involve AI agents maintaining conversation history, long context windows, company-specific knowledge, and custom API integrations. Once those systems are deployed, replacing them becomes expensive and risky.
Ironically, the very features enterprises want from open source — vendor independence, portability, and data sovereignty — become harder to achieve after they’ve built workflows around proprietary models.
Those production workloads also tend to consume more tokens per task because they involve repeated interactions, larger context windows, and more sophisticated reasoning. While there is no public evidence that open-source models dominate total token usage, there is even less evidence they dominate the highest-value AI work.
The Lock-In Effect Is Becoming AI’s Moat Perhaps the most important insight from Sacks wasn’t about market share but switching costs.
Software history shows businesses rarely migrate away from platforms deeply embedded in daily operations. AI appears to be following the same pattern. As enterprise LLM spending has risen from $4.5 million to $7 million over two years, companies are investing in agents, workflows, and integrations built around proprietary APIs. Those investments create operational inertia that favors incumbents.
That doesn’t mean open source disappears. It will likely remain the preferred choice for developers, research, experimentation, and cost-sensitive deployments. But the highest-value enterprise workloads increasingly belong to companies offering frontier performance and enterprise-grade support.
Key Takeaway In short, popularity and profitability are becoming two different conversations. Open-source AI may generate millions of downloads and plenty of experimentation, but the a16z CIO survey suggests enterprises continue directing 89% of their AI budgets toward closed models. Cheaper tokens can drive volume, but they don’t automatically translate into the most valuable workloads.
Ultimately, investors should watch where enterprise dollars are accumulating because history shows the companies capturing spending, not attention, usually create the most lasting shareholder value.
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The stocks of the big three cloud computing companies, Amazon (AMZN 0.73%), Microsoft (MSFT +0.15%), and Alphabet (GOOGL 0.48%) (GOOG 0.29%), have had mixed performances in 2026 thus far. Alphabet has led the way with about a 13% return, while Amazon is up nearly 7%, and Microsoft has fallen 20%.
All three companies are seeing strong cloud computing growth and are investing heavily in artificial intelligence (AI) infrastructure to capture the opportunity ahead of them.
Let's dig into each stock to see which is the best to buy right now.
Image source: Getty Images.
Amazon is the largest cloud provider by market share, having created the infrastructure-as-a-service concept more than 20 years ago with the launch of Amazon Web Services (AWS).
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While the company is best known for its e-commerce operations, AWS is actually its most profitable segment. While AWS revenue growth has trailed its two main competitors, it has started to accelerate, increasing 28% year over year in the first quarter. With partnerships in place with Anthropic and, more recently, OpenAI, that revenue-growth acceleration should continue this year.
The company also has a large custom-chip business, including both AI accelerators and central processing units (CPUs). This is an over $20 billion run-rate business or $50 billion when including internal use. It also helps give it a cost advantage by lowering inference costs.
Amazon's e-commerce business is also performing well and currently experiencing a lot of operating leverage due to its investments in robotics and AI. The stock currently trades at a forward price-to-earnings (P/E) ratio of under 25 times fiscal 2027 estimates.
Microsoft Microsoft's Azure cloud computing unit, a big growth driver for the enterprise software giant, has been growing its revenue by 30% or more for 11 straight quarters. This included last quarter, its fiscal Q3, when revenue soared 40% (39% in constant currencies).
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Revenue growth is driven by strong demand for compute and AI services, and Microsoft has consistently said demand continues to outstrip supply. Meanwhile, Microsoft has some huge future commitments from OpenAI, and to a lesser extent Anthropic, that should continue to fuel growth in the coming years.
Why the stock has struggled, though, is that it has been behind with its own tech. It has largely relied on OpenAI's AI models and is behind in developing custom AI chips, instead relying on pricier Nvidia graphics processing units (GPUs). And while Microsoft's core software business has been performing well, led by increasing adoption of its Copilot AI assistants, there remains an underlying fear in the market that AI will disrupt the software industry.
On its end, Microsoft is trying to catch up with its own tech, both with AI models and chips, and has started to replace some OpenAI models with its own internally developed ones. The stock currently trades at a forward P/E of 17 times fiscal 2027 analyst estimates, and it owns a 27% stake in OpenAI.
Alphabet Alphabet has the smallest cloud computing unit of the big three cloud providers, but the company also has some of the biggest advantages. It is the most complete AI player, with both a world-class foundational AI model in Gemini and top-notch AI chips with its tensor processing units (TPUs).
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Alphabet's TPUs were developed more than a decade ago and are generally considered best in class among custom AI chips, as the company has optimized its entire ecosystem around them. In fact, Anthropic has placed large orders for these chips, creating another nice high-margin revenue stream. These chips also allow Alphabet to train its models and run inference at a much lower cost than competitors that rely on Nvidia GPUs.
Overall, Google Cloud saw the strongest growth of the big three cloud providers, as revenue surged 63% last quarter. At the same time, Alphabet has incorporated its Gemini model throughout its entire product ecosystem, including Google Search, to help drive growth. Its global ad network then helps it monetize its commercial AI endeavors better than competitors.
The stock currently trades at 24 times 2027 analyst estimates, and it also has a significant opportunity outside of AI in its Waymo robotaxi business.
The verdict I think all three of the big three cloud computing providers look interesting at current levels. However, I prefer Amazon and Alphabet given their tech advantages over Microsoft.
If I could only pick one right now, I'd choose Amazon, as it trades at a significant discount to its retail peers despite the huge operating leverage it is seeing, which is driving strong profitability growth in its e-commerce segment. Meanwhile, its cloud business is seeing accelerating revenue growth, which could help the stock break out. That said, I personally own both Amazon and Alphabet and think they are great long-term stocks.
New York, New York--(Newsfile Corp. - July 12, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"), of the important August 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 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: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Source: The Rosen Law Firm PA
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Microsoft Corp. NASDAQ: MSFT has taken steps to lessen its reliance on frontier AI models, though it's not an outright declaration of protest. In June, the tech giant launched its own proprietary AI models (Microsoft AI or MAI) across select applications in its Office suite.
What this means for the user experience is an open question, but this is a clear margin play for Microsoft. The company competes in multiple areas of the AI infrastructure buildout. In a way that makes this move about controlling the controllables.
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Instead of experiencing death by a thousand cuts from OpenAI and Anthropic (i.e., the frontier models), Microsoft is trying to widen its existing moat and deliver strong returns on investment (ROI) from its AI spend. But will this be sufficient to alter the sentiment towards MSFT, which has declined approximately 20% year-to-date?
Microsoft Expands MAI to Reduce Reliance on OpenAIHere's the news behind the news. Bloomberg reported that Microsoft is quietly routing some Excel and Outlook prompts to MAI, its in-house model family, rather than to OpenAI or Anthropic. Tens of thousands of prompts a week are already running on Microsoft's own tech.
That's still a small slice of total Copilot traffic. OpenAI and Anthropic handle most of it today. But the direction of that travel matters more than the current split, and Microsoft has made its intentions clear.
At Build 2026 in June, Microsoft unveiled seven MAI models, including its first reasoning model, MAI-Thinking-1. The company says it matches Anthropic's Claude Opus 4.6 on coding tasks. AI chief Mustafa Suleyman put it bluntly: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately eliminate that cost."
How Microsoft's In-House AI Could Boost Profit MarginsFor investors, an easy way to think about this is as follows. Copilot is a $30-per-seat subscription that, prior to the MAI launch, was running on top of someone else's expensive AI model by default. Every prompt costs Microsoft money to process, and multiplied across hundreds of millions of Office users, that bill adds up fast.
Owning the model instead of renting it changes the equation entirely. Microsoft doesn't need MAI to win over every customer. It just needs MAI to be good enough for everyday spreadsheet formulas and email drafts, at a fraction of the cost.
That's the ROI story. Microsoft won’t win an AI arms race on raw intelligence. But it can compete more efficiently by converting a rented cost center into owned infrastructure.
Microsoft Uses MAI to Strengthen Its AI Competitive MoatMicrosoft chief executive officer (CEO) Satya Nadella has reportedly said he feared Microsoft becoming "the next IBM.” By that, he meant a company that let someone else own the most important layer of technology. MAI is Microsoft's answer to that fear.
Instead of a single point of AI dependency, Microsoft now runs a three-way hedge. It holds a stake in OpenAI, embeds Anthropic's Claude in Copilot, and increasingly leans on its own models where the economics make sense. That flexibility is arguably a bigger moat than any one model's benchmark score.
It also insulates Microsoft from a ticking clock. Microsoft's current discounted OpenAI pricing won't last forever, and that deal isn't set to expire until 2032. Building a credible in-house alternative now gives Microsoft leverage in any future renegotiation, rather than leaving it stuck paying whatever OpenAI or Anthropic decides to charge.
The Bear Case: Risks to Microsoft's AI StrategyBefore getting too bullish, a few caveats are worth weighing. This shift is still incremental, and Microsoft hasn't published any timeline for expanding it further. Most Copilot workloads still run on outside models today.
There's also a quality question. Microsoft's own materials frame MAI as matching prior-generation Anthropic models, not necessarily the current large language models (LLMs). If MAI-powered features feel noticeably worse, customer goodwill could take a hit that outweighs the cost savings.
What It Means for OpenAI and AnthropicThis is a warning shot worth watching. Anthropic filed confidentially for an IPO in June, and OpenAI is reportedly preparing a similar filing. Their biggest enterprise distribution partner is now also a competitor, building cheaper in-house alternatives.
That doesn't mean OpenAI or Anthropic are in immediate trouble. Both still handle the bulk of Copilot's AI traffic, and Microsoft has made it clear that it isn't ending either partnership. But the "picks and shovels" trade just got a little more complicated for anyone betting purely on third-party AI labs staying indispensable.
Microsoft Stock Rebounds After Hitting a 52-Week LowMicrosoft hit a 52-week low in late June. The 10% bounce off that level isn’t a sign that everything is perfect, but it does suggest that investors are leaning into the stock’s value proposition.
At around 22x forward earnings, Microsoft is trading at a discount to the S&P 500 and to its own history. An argument could be made that MSFT wasn’t overvalued when the sell-off began in November, and there’s ample reason to believe it’s undervalued now. The relative strength indicator reached oversold territory when MSFT bottomed in June.
But a larger story comes from analysts and institutions. The MSFT consensus price target of $559.84 is approximately 45% below its recent trading range. Plus, out of 48 analysts tracked by MarketBeat, 41 give MSFT a Buy rating, and seven rate it as a Hold. Analysts notoriously don’t like to be wrong, which may explain why some analysts have trimmed their price targets, but the overall sentiment remains bullish.
The same cautious optimism can be found in its institutional ownership. There's no question that buying has slowed in the first two quarters of the year. But buying still outpaces selling, and with MSFT at 22x earnings, this could be an attractive target for money that hasn’t left the market and is looking for growth in the second half.
Should You Invest $1,000 in Microsoft Right Now?Before you consider Microsoft, you'll want to hear this.
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Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.
"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
NEW YORK, July 12, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/MSFT.
Microsoft Case Details
The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they failed to disclose that:
(1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems;
(2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests;
(3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and
(4) as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing.
What's Next for Microsoft Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/MSFT. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Microsoft Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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Prior results do not guarantee similar outcomes.
Summer months are usually a boring stretch for active stock traders. Trading volumes dry up, options get more expensive, and everyone is waiting for a second-quarter earnings season that often disappoints. Q2 lacks a major shopping season, which might explain why August and September (when financials are reported) are historically weak for many U.S. stocks – especially consumer-facing ones.
Nevertheless, there’s always a bull market somewhere. And that’s because not every country follows the same calendar that we Americans do.
Much of East Asia treats its Lunar New Year like Christmas. People splash out on fancy vacations and gifts. For them, February is their month to spend big. The Middle East celebrates Ramadan and Eid al-Fitr on an every-changing date.
That’s why I think it’s highly worthwhile for active traders to tune in to an upcoming presentation by TradeSmith CEO Keith Kaplan, happening on Thursday, July 16, at 10 a.m. Eastern.
In this free Breakthrough 2026 event, Keith explains how he and his team have developed a trading system designed to precisely identify these seasonal signals and help investors pinpoint the exact right time to enter a stock. It’s not just about identifying what the right stocks to buy are… it’s also about when to get in. Reserve your spot for that broadcast here.
The system works. Last year, I suggested four stocks using this approach. Shares of the four rose 10% on average in the following month – a nice bonus for stocks I already had my eye on. And if you would like to try the tool for yourself, you can do so by clicking here.
In the meantime, Keith’s system has identified two companies that I expect to do extremely well in the coming months. And I’d like to share them with you today.
Stock to Buy No. 1: Open Sesame It’s been a tough stretch for Alibaba Group Holding Ltd. (BABA), China’s largest e-commerce company by revenue. After peaking at almost $200 last year, shares of the retail giant have collapsed… reaching as low as $92 last week before seeing a minor rebound last week.
Keith’s system suggests now is the time to get back in. Over the past 12 years, Alibaba’s stock has performed best in the first three weeks of July – an unusual period for Western consumer stocks to perform well.
There’s a good chance this boost stems from China’s 618 shopping festival, a multiweek “digital Black Friday” that runs from mid-May until mid-June. This oddly timed sale comes just three months after Lunar New Year and adds rocket fuel to second-quarter earnings. (In the U.S., it would be like having a second Christmas in March.)
The 618 festival is overshadowed by its better-known cousin, the Singles’ Day sale in November, when people buy presents for themselves. I believe this often causes investors to underestimate that day’s less-famous peer.
Nevertheless, 618 has become a bonanza for online sellers. Analysts estimate that last year’s festival brought in $125 billion in sales. That’s almost as much as what the entire U.S. online holiday shopping season brought in, once you adjust for the size difference of the two countries. This year’s “slow” 618 festival is still expected to see a 4% increase in spending.
Alibaba stands to gain handsomely. The company is responsible for almost 50% of Chinese e-commerce sales by value, and its Taobao and Tmall marketplaces are profitable cash cows.
In addition, I have my eye on Alibaba because it is rapidly expanding into AI cloud computing using a playbook from Alphabet Inc. (GOOGL). Alibaba is now designing its own chips, constructing its own data centers, and developing a whole set of advanced AI models. Its Qwen 3.7 Max AI model is the best of any Chinese firm, as ranked by Artificial Analysis, and is only several months behind OpenAI’s and Anthropic’s leading models.
In other words, Alibaba is becoming a diversified tech giant.
That matters because Alibaba’s e-commerce business now generates too much cash to reinvest in the business. And all this money (over $20 billion per year) can now be used in creating a high-growth, vertically integrated AI business.
This vertical integration is important for Alibaba’s success. Custom-designed chips are more energy efficient and run faster, because they can be hardwired to run specific models (i.e., Alibaba’s). And that means Alibaba can often undercut rivals by simply running things more efficiently.
Think of it like a chef who’s trained to make certain dishes. A diner cook might be able to put together dozens of cuisines and switch between cooking, baking, and sauce-making. These chefs are akin to the generalist data centers like CoreWeave Inc. (CRWV) or Nebius Group NV (NBIS) that take any customer willing to spend money for AI compute.
But if you want a perfect plate of sushi or the crispiest croissant, it’s usually better to go to a restaurant specializing in these dishes, rather than a Las Vegas steakhouse that somehow does it all. This is the strategy Google and Alibaba are both pursuing, and I expect both to succeed.
Best of all, expectations are low for Alibaba. The company now trades at just 17X forward earnings after its recent selloff – a fraction of what e-commerce and AI companies typically trade for. And if Keith’s system is correct, now is the right time to get back into this promising stock.
Stock to Buy No. 2: Wowing Shoppers South Korean consumers also have their oddities. They do roughly half of all shopping online now, using their phones to buy everything from fresh groceries to major appliances.
That means South Korean e-commerce platforms have an enormous pull with their digital sales events. And the market leader of this is Coupang Inc. (CPNG).
Coupang is South Korea’s largest retailer by sales, outclassing every other e-commerce and bricks-and-mortar firm. The company has a nationwide logistics network that provides same-day or next-day delivery to over 90% of the country and is aiming to cover 99% within the next several years. Its Rocket Delivery system is so quick that most people ordering fresh food in the evening can expect to receive it before they leave for work the next morning.
Keith’s system suggests that August will be the best time to enter this stock. Over the past five years, shares have risen 9% on average from the start of August through mid-September.
One likely reason is Coupang’s Wow Members Day, a one-week sale that happens in July. The event is so large that I believe it adds somewhere between 10% to 15% of revenue to a normal month of sales.
Another is that South Korea has a second Lunar New Year holiday in September called Chuseok. This is one of the most important festivals of the year, and the sales boost is comparable to both China’s 618 event and America’s online holiday shopping season once you adjust for South Korea’s smaller size. Coupang’s third-quarter revenues are always larger than the first two, and even eclipsed Q4 sales last year.
The company is also quickly emerging from a cybersecurity scandal last year that rocked investor confidence. In mid-June, South Korea finalized a $409 million fine for Coupang over a 2025 data breach that exposed user information. That fine was far smaller than investors expected and caused the stock to jump. For those seeking to line up an investment abroad, Keith’s system finds that Coupang in August is an ideal pick.
Finding the Right Time to Buy Of course, Coupang and Alibaba come with significant regulatory risks. Both operate in countries with heavy-handed governments, and both have landed on the wrong side of those hands at some point.
Alibaba founder Jack Ma vanished from the public eye in late 2020 after criticizing Beijing’s financial regulators and state-owned banks. He no longer runs the firm. Coupang’s 2025 data breach triggered the government to assemble a massive interagency task force that was later called “disproportionate” and “discriminatory” by an American-led Congressional committee. (Coupang shares trade on the New York Stock Exchange, and so they enjoy some American protections.) However, that left the two firms at incredible discounts. And cheap prices for high-growth firms often translate into double-digit gains when a recovery arrives.
Now, timing these recoveries used to be a guessing game. Many people turn to “smart money” indicators, technical analysis, or black-box algorithms to figure out when to get in. With Keith Kaplan’s system, this guessing is replaced by careful analysis of data.
I highly recommend you tune in. The system has already helped me find several excellent entry points, and I believe it can help you, too, find the best time to buy the stocks you’ve had your eye on.
Click here to sign up for Keith’s free Breakthrough 2026 event on Thursday, July 16, at 10 a.m. Eastern.
Until next week,
Thomas Yeung, CFA
Market Analyst, InvestorPlace
Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.
HomeIndustriesBankingDeep DiveDeep DiveAmong the largest U.S. banks, Citigroup is expected to show the greatest improvement by one important measure. But it still has a long way to go to reach its own performance target.July 12, 2026, 11:30 a.m. ET
Every quarter, the largest U.S. banks kick off earnings season with JPMorgan Chase reporting on the first day, typically along with one or two others. On Tuesday we’re in for something unusual, with five of the “Big Six” banks announcing results before the market open.
The five largest U.S. banks by total assets are JPMorgan Chase JPM, Bank of America BAC, Citigroup C, Wells Fargo WFC and Goldmans Sachs GS. They will all report second-quarter results Tuesday morning, followed by Morgan Stanley MS — the sixth largest — on Wednesday.
The artificial intelligence (AI) revolution turned Nvidia (NVDA +3.90%) into a household name virtually overnight. Since the public launch of ChatGPT in late November 2022, Nvidia stock has risen by 1,100% -- making the company the most valuable business in the world.
However, 2026 has been an entirely different story. Shares of the semiconductor darling have gained a modest 5% so far this year. With the stock's parabolic rise coming to a halt, close observers may have noticed that Nvidia's price-to-earnings (P/E) ratio is now at its lowest level in seven years.
Let's dive into how this happened and what it means for an investment in Nvidia going forward.
Image source: The Motley Fool.
Nvidia maintains leadership in the AI chip stack, but investors worry about competition Nvidia's long roster of graphics processing units (GPUs) has helped the company maintain a central position in the hyperscaler AI chip stack. The company's chips serve as the primary engines for both training large language models (LLMs) and running inference deployments at scale.
Major cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) and frontier AI labs such as OpenAI and Anthropic are leveraging Nvidia's Blackwell GPU architecture and accompanying CUDA software ecosystem to build AI applications.
Skeptics highlight two main sources of risk when it comes to investing in Nvidia. On the macro side of the equation, some investors worry that AI hyperscalers could eventually moderate capex if returns on AI infrastructure investments prove slower to materialize. On the company-specific side, new accelerator architectures from Advanced Micro Devices and custom ASIC designs from Broadcom represent competitive threats that could erode Nvidia's market share in certain data center workloads.
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Where is Nvidia stock headed? I think the concerns detailed above are legitimate and explain much of the compression in Nvidia's P/E multiple. However, history offers a consistent pattern. The chart below illustrates that every prior period in which Nvidia's valuation profile compressed was followed by a powerful and sustained re-rating higher once earnings confirmed the durability of growth.
NVDA PE Ratio data by YCharts.
Why is this? The reason is simple: Markets ultimately follow earnings trajectories, not sentiment.
What investors are currently discounting is the fact that Nvidia is expanding beyond GPUs into adjacent layers of the AI stack. This includes investments and strategic collaborations with companies like Nokia, Marvell Technology, Coherent, and Lumentum. Through these relationships, Nvidia is becoming increasingly embedded across high-performance networking, CPU offerings optimized for AI systems, and optical interconnects needed to stitch enormous GPU clusters together.
These moves expand Nvidia's addressable market beyond general-purpose chips. As such, the company is in a position to create additional levers for revenue acceleration and compounded earnings. As Blackwell-driven revenue continues to materialize while diversification efforts scale, Nvidia's earnings base should widen -- setting the stage for meaningful valuation expansion.
All told, Nvidia's current P/E levels appear to embed a degree of normalization after years of extraordinary expansion. This is important to understand, because it helps silence the idea that there is a fundamental deterioration in Nvidia's underlying business.
Right now, investors are effectively pricing in the possibility that Nvidia's growth will moderate from its peak rates more than acknowledging how the company's absolute earnings power is positioned to expand. In turn, this creates a valuation setup that looks reasonable relative to historical trends, provided the company executes on its roadmap.
Adam Spatacco has positions in Amazon, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Broadcom, Coherent, Lumentum, Marvell Technology, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
Alphabet (GOOGL 0.48%) (GOOG 0.29%) has been developing its own Tensor Processing Units (TPUs) for years. But it wasn't until recently that the company started to see these processors not just as a side project but as a real alternative to Nvidia's (NVDA +3.90%) graphics processors.
The shift could be consequential for Nvidia, as Google focuses more on using its own processors and renting them to other AI companies.
Here's why Google's TPUs could be a bigger threat to Nvidia than investors might think.
Image source: Getty Images.
Custom processors are really good at AI compute It used to be that graphics processors were the hands-down winners for all things artificial intelligence.
But what AI companies have found recently is that designing their own custom processors can be a great way to achieve fast and efficient AI computing.
For example, Google's TPUs can handle AI workloads at an estimated total cost savings of up 30% compared to using chips made by other hyperscalers. That's because the custom processors can be designed specifically for how its Gemini AI model processes information.
Alphabet is spending up to $190 billion in capital expenditures this year, and management has said, "Next year, we expect it to significantly increase compared to 2026." Drastically reducing AI compute costs could help Google eventually run its AI data centers far more efficiently, and make its massive AI investments eventually worth the high cost.
And Google isn't the only one doing this. Many tech companies are looking more to custom processors to make their AI models more efficient and reduce costs. Space Exploration Technologies (SPCX 4.51%) is building what some are calling a "sovereign AI" in which SpaceX owns everything from the chip design and manufacturing to the AI model itself. And others, like Amazon and Microsoft, are designing their own AI processors as well.
All of which means that Nvidia could lose its dominance in the AI chip design market. It's not inevitable, of course, but as AI investments have skyrocketed, tech giants are trying to figure out how to make these investments pay off.
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Why Nvidia can't take this lightly Google announced a few months ago that it's starting a joint venture with Blackstone to deploy 500 megawatts of its own TPU capacity by 2027 and added that it has "plans to scale significantly over time."
That level of capacity shows Google is serious about using its TPUs as more than just a pet project.
What's more, it plans to rent some of that capacity to other tech companies. This system is called a neocloud business model, in which a tech company uses its own processors and data center and rents some of its capacity out to others. The rapidly expanding neocloud market could take 20% of the AI cloud market by 2030.
If more tech companies pivot to renting out Google's TPUs, or using their own processors, it will not only hurt Nvidia's market share in the AI data center space -- currently around 86% -- but it could also bring Nvidia's margins down.
Nvidia enjoys an enviable gross profit margin of about 74%, but with more competition looming from Google's TPUs, it might not be that long before Nvidia can't command the same pricing power it once did. And that could be one of the biggest threats to Nvidia's dominance in a long time.
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.
Delta Air Lines NYSE: DAL lived up to its motto, with the Q2 2026 earnings results showing strength, suggesting its shares can Keep Climbing. Drivers include outperformance driven by international demand, overall demand, premiumization, and structural cost advantages, which together provide ample cash flow.
Delta Air Lines Today
DAL
Delta Air Lines
$87.48 -1.52 (-1.70%)
As of 07/10/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$50.44▼
$95.68Dividend Yield0.98%
P/E Ratio14.51
Price Target$97.06
The critical detail in the release was the guidance, which forecasts that these trends will continue. More importantly, guidance was raised, prompting a robust response from analysts.
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While no upgrades or price target revisions were tracked within the first hours of the release, several commentaries hit the wires. Analyst commentary reaffirms the robust trends, including numerous initiations, upgrades, and price target increases ahead of the earnings release on July 10.
As it stands, MarketBeat tracks 27 analysts rating DAL as a consensus Moderate Buy; coverage is up versus the prior month, quarter, and year, with sentiment firming and an 89% Buy-side bias in the data. The consensus price target assumes fair value near the early-July highs, but the trend matters. Recent revisions place this market in the high-end range, between $100 and $116, which would be a fresh all-time high when reached.
Delta’s July Pullback: A Touch-and-Go Event, Buy the DipDelta’s price pullback reflects a market expecting strength, as the Q2 results and guidance revealed nothing but that. Revenue growth accelerated sequentially and year over year with a robust 18.7% advance, ahead of expectations.
Delta’s strength was seen across metrics, underpinned by a mere 1% increase in capacity. Total revenue per average seat mile (TRASM) grew by 12.4%, with strength in the main cabin and premium, which grew by 17%. Domestic revenue grew by 12% and international revenue by 8%, with cargo up by 39% and maintenance services by 32%. Loyalty, a forward-looking indicator, grew by 19%, and corporate traffic grew by double digits.
While margin contracted in the quarter, and slightly more than expected, the contraction was minimal. More importantly, top-line strength carried through to the bottom line, leaving the adjusted earnings per share of $1.56 above forecasts by 400 bps. Looking ahead, the company expects strength to continue and reaffirmed its guidance. The critical details are that free cash flow and capital returns will continue, and that the guidance may be cautious. Travel trends remain robust across leisure and business segments, potentially accelerated by falling energy prices.
Delta’s Cash Flow Recovery Story Takes FlightDelta’s stock price recovery is underpinned by growth but, more importantly, the cash flow it produces. Drivers of the share price include persistent debt reduction, improving investment-grade balance-sheet quality, and the return of capital to shareholders.
Q3 capital returns included dividends but no share buybacks, with the dividend annualizing to about 1%. The payout ratios reveal no red flags for investors, as the company is in a position to continue executing its strategy while increasing its dividend annually. Balance sheet highlights include increased cash, reduced debt, and improving equity, with equity up 4.6% year to date.
Institutional activity reflects the potential in a DAL investment. The group owns a substantial 70% of the stock and has been accumulating at a nearly $2-to-$1 pace over the trailing 12 months. They provide a solid support base and market tailwind that will likely remain in place, given the guidance. In this scenario, DAL’s share price might continue pulling back in Q3, but the downside is limited, and higher share prices are likely by year’s end. Critical support targets are near $85 and $80; lower lows are unexpected.
Delta’s risks center on cost controls and execution. Costs, including labor, continue to rise while a major C-suite transition is underway. Two retirements and one exec’s departure for new opportunities resulted in several promotions and consolidated roles. The risk lies in disruptive hiccups tied to the role changes, specifically during the upcoming seasonal shift. If Delta fails to match capacity to demand, it risks losing pricing power, which would be detrimental to both top- and bottom-line results. In the longer term, Delta is expected to sustain modest growth over the next five years.
The stock price action is favorable, despite the early Q3 price pullback. Delta is rising on a wave of strength, cash flow, and dividends that has yet to play out, leaving the underlying uptrend intact. The likely outcome is that support kicks in at or near the early July lows, leading to a trend-following signal and price rebound later this year. Signals of strength include MACD convergence on the weekly chart, suggesting the latest highs will at least be retested, and support at the 30-day exponential moving average.
Should You Invest $1,000 in Delta Air Lines Right Now?Before you consider Delta Air Lines, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Delta Air Lines wasn't on the list.
While Delta Air Lines currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
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Looking to profit from the electric vehicle mega-trend? Click the link to see our list of which EV stocks show the most long-term potential.
Celsius remains a high-risk, high-reward bet as it works to integrate multiple energy drink brands while reviving growth in its flagship product. Coca-Cola and PepsiCo are adapting to health trends with prebiotic and better-for-you beverages, reducing the competitive edge of smaller disruptors.
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Are you seeking the safety of everyday essentials or the potential of a corporate turnaround? Church & Dwight (CHD +0.72%) and Kimberly-Clark (KMB +2.26%) represent two very different ways to play the household products market.
Church & Dwight specializes in a lean portfolio of diverse brands ranging from baking soda to laundry detergent. Kimberly-Clark is a global giant focused on health and hygiene categories like diapers and tissues. Both companies are navigating shifting consumer habits, making 2026 a pivotal year for comparing their investment potential.
The case for Church & DwightChurch & Dwight manufactures and markets a variety of household and personal care products under a lean strategy focused on seven "power brands,” including Arm & Hammer and OxiClean. These items are sold through various retail channels, with Walmart (WMT +1.51%) serving as the company's largest customer, accounting for approximately 23% of consolidated net sales. Customer concentration like this adds a layer of risk to the business, especially as the company continues to divest non-core lines to focus on high-growth consumer staples stocks that resonate with modern shoppers.
In FY 2025, revenue reached nearly $6.2 billion, representing modest growth of roughly 1.6% compared to the prior year. Net income for the period was approximately $736.8 million, resulting in a healthy net margin of roughly 11.9%. This steady performance suggests that the company's efforts to exit the vitamins and showerhead businesses have allowed management to stabilize its earnings profile in a competitive market.
As of its December 2025 balance sheet, the company's debt-to-equity ratio stood at roughly 0.6x. This ratio, which compares total debt (short-term plus long-term) to shareholder equity, indicates that the company carries roughly $0.60 in debt for every dollar of equity. The current ratio of approximately 1.1x indicates the company has $1.10 in current assets to cover every $1.00 of short-term liabilities, while free cash flow reached close to $1.1 billion during the fiscal year.
The case for Kimberly-ClarkKimberly-Clark is a global leader in essential health and hygiene products, operating well-known brands such as Huggies and Kleenex in more than 175 countries. Like its smaller rival, the company relies heavily on Walmart, which accounts for approximately 16% of its consolidated net sales. The company is currently reshaping its global footprint by separating its international family care business into the Arbex joint venture, a move designed to streamline operations and focus on core categories.
In FY 2025, revenue reached nearly $17.2 billion, representing a decline of roughly 14.2% from the previous year. This revenue drop reflects the structural changes within its business units, yet net income for the year remained close to $2.0 billion. Despite the lower top-line figure, the company maintained a net margin of roughly 11.7%, showcasing its ability to generate significant cash from its global brand portfolio.
As of the December 2025 balance sheet, the debt-to-equity ratio was approximately 4.9x. This ratio compares total debt (short-term plus long-term) to shareholder equity, suggesting the company relies more heavily on borrowed funds than its counterpart. A current ratio of nearly 0.7x means the company has roughly $0.70 in current assets for every $1.00 in short-term liabilities, though it still generated nearly $1.6 billion in free cash flow during FY 2025.
Risk profile comparisonChurch & Dwight faces intense competitive pressures from legacy consumer goods companies like Procter & Gamble (PG +0.13%) as well as the rising popularity of private-label products. The company relies on sole-source suppliers for certain raw materials, creating a vulnerability to supply chain disruptions and logistical instability. Additionally, any failure to successfully execute on recent divestitures or integrate new acquisitions could result in unforeseen costs or asset impairment charges.
Kimberly-Clark is navigating the complex integration of the Kenvue (KVUE +1.56%) acquisition, which carries risks related to cultural misalignment and a substantially increased debt load. The company must also contend with significant commodity volatility in materials like cellulose fiber and petroleum-based plastics, which can squeeze margins if costs cannot be passed to consumers. Global rivals such as Unilever (UL +1.20%) continue to innovate aggressively, forcing the company to invest heavily in marketing and product development to protect its market share.
Valuation comparisonWhile Kimberly-Clark offers a lower forward P/E based on future earnings estimates, Church & Dwight commands a higher P/S ratio due to its premium brand positioning and stronger balance sheet.
MetricChurch & DwightKimberly-ClarkSector BenchmarkForward P/E25.7x14.7x287.6xP/S ratio3.7x2.1xn/aSector benchmark uses the SPDR XLP sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
These two companies serve the consumer products market, with a heavy reliance on Walmart and other major retailers. One is significantly larger than the other, but that doesn’t necessarily mean it’s a better investment.
Kimberly-Clark manufactures a wide range of household and personal care items, including essentials such as diapers, paper towels, toilet paper, and feminine hygiene products. It has become a staple in many investors’ portfolios because of its consistent revenue and reliable dividend.
Church & Dwight isn’t as well known as Kimberly-Clark, but it manufactures a variety of similar products, including laundry, personal care, and health and wellness items. It’s a smaller company, and although it does pay a dividend, it reinvests much of its revenue in expansion. At the same time, it carefully curates its product lines, cutting underperforming products.
Investors seeking reliable set-and-forget sources of dividend income may prefer Kimberly-Clark. But if I had to choose one, I’d invest in the leaner, smaller Church & Dwight. I believe it offers a better balance of long-term growth alongside dividend income.
Let me put a realistic number on the table before anyone gets carried away. Palantir Technologies (PLTR 1.77%) could carry a market value of roughly $400 billion by the end of 2027. That sounds bold until you remember the company was already worth a little more than $300 billion this summer and briefly commanded even more earlier in the year.
So the target isn't a moonshot. It's closer to the stock re-earning ground it has already lost.
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The realistic case for a $400 billion Palantir What makes me pay attention isn't the price chart because the stock has actually cooled off, down just over 30% from where it started 2026. Instead, it's what the company is shipping. Palantir spent years being described as a consulting shop in software clothing. That description is getting harder to defend. Its Artificial Intelligence Platform is turning into plumbing that customers build on rather than a demo they kick the tires on.
Image source: Getty Images.
The signals are concrete. This year, Palantir made its AIP Analyst tool broadly available, letting non-technical employees query a company's data in plain language, and it rolled out support that lets AI agents autonomously build and edit applications across its Foundry platform. On the commercial side, it signed Wheels Up as a launch customer for a new operating system aimed at private aviation. None of these individually moves a $300 billion company, but together they suggest Palantir is embedding itself into daily operations, which is exactly the kind of stickiness that supports a higher valuation over time.
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%) $
-0.13
Current Price
$
7.74
Why this is not a sure thing Here's the part the enthusiasts tend to skip. Even after its pullback, Palantir trades at a valuation that already assumes years of rapid growth. Paying up for a great business is one thing, but paying up leaves very little room for disappointment. A single soft quarter, a delayed government contract, or a broader cooling in AI spending could knock the stock down sharply, as this year's slide has already shown.
There are structural risks worth naming, too. A meaningful chunk of revenue still depends on U.S. government work, tying Palantir to budget cycles and shifting political priorities. And the company's stock-based compensation remains high, quietly diluting existing shareholders. A path to $400 billion depends on commercial growth staying strong enough to offset all of that.
I think $400 billion by the end of 2027 is achievable, but "achievable" is not the same as "likely" or "safe." The reason to pay attention isn't the target itself. It's that Palantir is shifting from a story stock into an operating system that businesses and agencies actually run on. If you believe the transition is real, this recent weakness may be a chance to start a modest position and add to it over time, rather than a green light to bet the farm.
It’s not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:
Defense and national security
Artificial intelligence, semiconductors, and data centers
Electrification and clean energy
The rare-earth story is frequently positioned as one of scarcity, but that isn't the case. Many countries have abundant rare-earth deposits, including the United States, Australia, Canada, Brazil, and India.
Get REMX alerts:
China's dominance in rare-earths stems from decades of developing its midstream processing industry, rather than just controlling the largest deposits. Beginning in the 1980s, China invested heavily in refining, separation technology, chemical engineering capacity, and magnet manufacturing—areas that other countries avoided because of cost, environmental complexity, and long development timelines.
Rare-earth refining is chemically intensive and produces radioactive byproducts, and China’s willingness to subsidize the industry and manage the environmental burden allowed it to scale rapidly while competitors fell behind. This is where today’s investment opportunities exist.
Why Rare-Earth Refining Is the Real Investment OpportunityThe bottleneck in rare-earth is in the refining process. This was a conscious choice that was made by China (to invest in refining) and many other countries, including the United States, which chose not to invest in refining.
The Trump administration is accelerating domestic rare‑earth development through targeted industrial policy, including federal funding, strategic partnerships, and streamlined permitting for critical‑mineral projects. Rather than broad deregulation, the focus has been on removing specific bottlenecks that historically made U.S. refining uneconomic—such as long environmental review timelines and limited federal support for midstream processing.
These policy shifts are designed to help companies begin refining rare-earth elements inside the United States for the first time in decades. As a result, several U.S. companies are now receiving federal support to build refining, separation, and magnet‑manufacturing capacity—marking the first major rebuild of the domestic rare‑earth supply chain in more than 30 years.
MP Materials NYSE: MP: The Pentagon became the company’s largest shareholder after buying $400 million in preferred stock in July 2025. The investment supports the company’s expansion of rare-earth processing and the construction of a second magnet manufacturing plant.
USA Rare Earth NASDAQ: USAR: The Trump administration announced a partnership in early 2026 that gives the company access to $1.6 billion in funding. The deal also issued 16.1 million shares to the Department of War, which could increase the government’s stake to between 12% and 25%, depending on warrant exercise.
Vulcan Elements & ReElement Technologies: The Department of War issued these rare-earth startups a $620 million loan and $50 million in federal incentives. The investment is to help the companies scale their magnet and ore processing capacity.
This is where some investors may believe the opportunity carries too much risk. After all, there are no guarantees in this sector, and the real payoff is likely years away. However, for patient investors with a long-term outlook, that’s an ideal argument for investing in an exchange-traded fund (ETF) that includes dozens of holdings in the sector. This provides exposure to the entire supply chain without overreliance on one or two companies.
REMX: A Diversified ETF for Rare-Earth InvestingVanEck Rare Earth and Strategic Metals ETF Today
REMX
VanEck Rare Earth and Strategic Metals ETF
$79.76 -0.27 (-0.34%)
As of 07/10/2026 04:10 PM Eastern
52-Week Range$46.30▼
$111.55Dividend Yield1.63%
Assets Under Management$2.40 billion
The VanEck Rare Earth and Strategic Metals ETF NYSEARCA: REMX tracks an index of global companies that mine, refine, or recycle rare-earth and strategic metals.
The fund is an ideal option for investors looking for a direct proxy for the current export-control backdrop,
REMX is a weighted average market cap fund with 38 holdings. Albemarle NYSE: ALB holds the most weight in the fund at around 7.2%. The fund has $2.4 billion of assets under management (AUM) with a net expense ratio of 0.58%.
REMX is up over 91% in the last 12 months. But a sharp sell-off that started in May has pushed the stock price into the middle of its 52-week range, which may create a solid entry point for investors.
EART ETF Targets the Companies Powering Future TechnologiesGlobal X Rare Earth & Critical Materials ETF Today
EART
Global X Rare Earth & Critical Materials ETF
$27.43 +0.13 (+0.48%)
As of 07/10/2026 03:47 PM Eastern
52-Week Range$17.42▼
$36.92Dividend Yield0.66%
Assets Under Management$39.03 million
The Global X Rare Earth & Critical Materials ETF NASDAQ: EART is a more targeted play on the rare-earth theme.
The fund targets companies that produce rare-earth components and other raw or composite materials that are essential to expanding the development of critical technologies such as electric vehicles (EVs), energy storage, robotics, and radar systems.
The fund has over 50 holdings that are weighted according to their Free Float Market Capitalization. The fund currently has around $40 million of AUM with a net expense ratio of 0.59%.
EART is up over 60% in the last 12 months. Like the REMX, the fund has been in a downtrend since mid-May, giving investors a similar opportunistic setup.
In contrast to the EART, which takes a narrower focus on the rare-earth sector, the Sprott Critical Materials ETF NASDAQ: SETM takes a broader view and includes a focus on several critical metals that are essential to the modern industrial economy.
For example, in percentage terms, uranium companies have the most exposure in the fund.
With its focus on a wider range of metals, the fund has at any given time between 125 and 170 holdings, which provides significant diversification. The fund has close to $560 million of AUM and a net expense ratio of 0.65%.
SETM is up 74% in the last 12 months. But like the broader sector, the fund is down over 14% in the last three months.
Should You Invest $1,000 in VanEck Rare Earth and Strategic Metals ETF Right Now?Before you consider VanEck Rare Earth and Strategic Metals ETF, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and VanEck Rare Earth and Strategic Metals ETF wasn't on the list.
While VanEck Rare Earth and Strategic Metals ETF currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
NEW YORK, July 12, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/Z.
Zillow Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
(1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business;
(2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws;
(3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and
(4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.
What's Next for Zillow Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/Z. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Zillow Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
The EUR/USD ended the week on the back foot, surrendering its earlier poise during Friday’s session. From mid-week until that point, the pair had displayed a rather unexpected degree of composure, even as tensions in the Middle East flared up again. A sharp rebound in crude oil swiftly changed the market narrative by mid-week, herding investors back into cautious, defensive trades. By the final stages, however, the mood had darkened.
All eyes on US-Iran tensions again At the weekend, there was further escalation of tensions. The US initiated a new series of airstrikes in Iran after the IRGC forces targeted a vessel navigating the Strait of Hormuz. This strategic waterway, crucial for global oil shipments, has now been declared closed by IRGC until further notice, and launched attacks on American military bases and their regional allies.
Retaliation from Tehran was inevitable, and one can easily imagine the situation spiralling quite rapidly. Of course, rhetoric can soften. We’ve seen that movie before.
But for now, traders are forced to assume the worst. That means the dollar continues to benefit from its dual role as both a high-yielder and a safe harbour, while the euro—particularly vulnerable given Europe’s energy import dependency—remains on the back foot. Stagflation fears, never far from the surface, are once again creeping back into the conversation.
CPI and Warsh Take Centre Stage Geopolitics aside, this week’s calendar is anything but quiet. All eyes turn to Wednesday’s US CPI release and Fed Chair Kevin Warsh’s congressional testimony. With energy prices now firmly elevated, the inflation data takes on added significance. The risk skew is clearly tilted toward a hotter print, which would reinforce the narrative that the Fed may need to keep rates restrictive for longer—or even hike again later this year.
If that scenario plays out, expect US Treasury yields to push higher, further widening the interest rate differential that has been one of the dollar’s strongest pillars.
Technical EUR/USD outlook and levels to watch On the charts, the picture remains cautious. EUR/USD is carving out what looks increasingly like a bear flag on the daily timeframe—a continuation pattern that suggests the recent consolidation is just a pause before another leg lower.
Key levels to watch: Support: The 1.1400 zone remains the immediate line in the sand. A clean break below could open the door to 1.1300 fairly quickly. Resistance: On the upside, 1.1450 continues to cap rallies. A move above that would shift focus to 1.1500, with 1.1575 as the next meaningful hurdle. For now, the path of least resistance still points south.
The Bottom Line Unless we see a meaningful shift in the fundamental landscape—be it a sharp drop in oil prices, or a string of weak US data—the dollar’s yield advantage and safe-haven status are likely to keep any EUR/USD rallies well-contained. The near-term bias remains cautiously bearish, with geopolitics and inflation data set to dictate the next move.
NEW YORK, July 12, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Roblox securities between October 30, 2025 and April 30, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/RBLX.
Roblox Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
(1) Defendants overstated Roblox’s organic growth potential and the Company’s ability to sustain “tremendous organic growth” following the rollout of its age verification features;
(2) Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings;
(3) as a result of these undisclosed trends, Roblox’s growth rates were expected to decline more sharply than represented; and
(4) as a result of the foregoing, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times.
What's Next for Roblox Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/RBLX. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Roblox you have until August 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Roblox Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Roblox Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
New clinical and real-world data support a subcutaneous treatment pathway from initiation through maintenance treatment, offering dosing convenience for patients and care partners
, /PRNewswire/ -- Eisai Co., Ltd. and Biogen Inc. (Nasdaq: BIIB) announced today that new data presented at the Alzheimer's Association International Conference® (AAIC®) 2026 in London support that the LEQEMBI® (lecanemab) subcutaneous autoinjector (SC-AI) formulation offers efficacy and safety comparable to intravenous (IV) administration for people with early Alzheimer's disease (AD). The data was featured during the "Lecanemab Subcutaneous Formulation in Early Alzheimer's Disease: Emerging Clinical Evidence and Practical Use Considerations" Developing Topics Session #1-32-FRS-C.
AD is a chronic, progressive disease that requires ongoing treatment. LEQEMBI is an early AD treatment that targets the underlying pathology of the disease, helping to slow cognitive decline and loss of daily functioning. The lecanemab subcutaneous auto‑injector (SC‑AI) was developed to provide a more convenient alternative to intravenous (IV) dosing from the initiation of treatment.
Key Findings
This session presented data from the lecanemab SC-AI development program in early Alzheimer's disease, including pharmacokinetic (PK), pharmacodynamic (PD), efficacy, safety and real-world patient and care partner experience findings. Results showed that once-weekly 500 mg SC-AI achieved drug exposure similar to the approved intravenous (IV) initiation regimen (10 mg/kg every two weeks), supporting the expectation of similar clinical efficacy and safety, independent of the route of administration.
If approved by the United States Food and Drug Administration (FDA), subcutaneous dosing for initiation may offer a convenient at-home alternative to IV infusion which could support access and delivery of care across healthcare settings.
Data Showed
Bioequivalence Achieved: Once-weekly 500 mg SC-AI demonstrated bioequivalence to the IV initiation regimen (10 mg/kg every two weeks), with an exposure ratio of 104% (90% confidence interval [CI]: 99.1%–109%). Exposure remained consistent across body weight quartiles, demonstrating a stable pharmacokinetic profile in a broad patient population. Efficacy Driven by Exposure, Not Route of Administration: Amyloid removal measured by amyloid PET, clinical efficacy measured by CDR-SB, and the incidence of ARIA-E were driven by lecanemab exposure rather than route of administration. The 500 mg SC-AI initiation regimen achieved exposure comparable to the IV initiation regimen, supporting the expectation of a comparable efficacy and safety profile despite the different route of administration. Consistent Results Across Patient Populations: The 500 mg SC-AI initiation regimen demonstrated consistent exposure, amyloid clearance as measured by amyloid PET, clinical efficacy and safety across body weight groups. In addition, amyloid clearance and clinical outcomes were not meaningfully affected by body weight, supporting the appropriateness of a fixed-dose regimen. Flexible switching between IV and SC administration: Patients may also switch from IV to SC administration, or vice versa, and if a dose is missed patients can take it the next day or up to day six providing greater convenience and flexibility in LEQEMBI administration. Safety Profile Aligned of SC LEQEMBI
Overall safety profile of SC-AI was generally consistent with that observed for the IV formulation. Incidence of ARIA-E with the 500 mg SC-AI initiation regimen was predicted to be similar to that observed with the IV initiation regimen. Injection-related reactions were observed with subcutaneous LEQEMBI, most of which were localized, while systemic reactions were less frequently observed. The incidence of anti-drug antibodies (ADA) was low, at 1.4% in the 500 mg SC-AI group. No neutralizing antibodies were observed, confirming that the low immunogenicity profile was maintained with the SC-AI formulation. Clinical Trial Perspectives and Real-World Evidence: Sustained Clinical Benefit with SC-AI
Data from two U.S. Alzheimer's treatment centers (Alzheimer's Research and Treatment Center, and First Choice Neurology and Visionary Investigators Network) provide early insight into clinical trial and real-world use of subcutaneous LEQEMBI: At Alzheimer's Research and Treatment Center, 28 patients receiving SC administration demonstrated slower cognitive decline as measured by CDR-SB over 36 months relative to a matched Alzheimer's Disease Neuroimaging Initiative (ADNI) natural history cohort. The cohort included 25 patients newly initiated on SC administration and 3 patients who transitioned from IV administration. In a separate case series from First Choice Neurology and Visionary Investigators Network, 10 of 11 evaluable patients (91%) showed improvement or remained stable on MMSE compared with baseline before maintenance therapy. At this center, patients who had received maintenance therapy with SC administration for at least 6 months were included in the analysis. Patient and care partner surveys in these two sites demonstrated high satisfaction with subcutaneous LEQEMBI administration, with satisfaction rates ranging from 75% to 97%, convenience ratings from 83% to 97%, and willingness to recommend treatment ranging from 92% to 100%. Results presented in this session further reinforce the importance of early and continuous treatment, highlighting how LEQEMBI SC initiation and maintenance administration provides greater optionality for long-term disease management.
Eisai serves as the lead for lecanemab's development and regulatory submissions globally with Eisai and Biogen co-commercializing and co-promoting the product and Eisai having final decision-making authority.
This release discusses investigational uses of agents in development and is not intended to convey conclusions about efficacy or safety. There is no guarantee that such investigational agents will successfully complete clinical development or gain health authority approval.
MEDIA CONTACTS
Eisai Co., Ltd.
Public Relations Department
TEL: +81 (0)3-3817-5120
Eisai Europe, Ltd.
EMEA Communications Department
+44 (0) 797 487 9419
[email protected]
Eisai Inc. (U.S.)
Libby Holman
+1201-753-1945
[email protected]
Biogen Inc.
Madeleine Shin
+1-781-464-3260
[email protected]
INVESTOR CONTACTS
Eisai Co., Ltd.
Investor Relations Department
TEL: +81 (0) 3-3817-5122
Biogen Inc.
Tim Power
+ 1-781-464-2442
[email protected]
Notes to Editors
About lecanemab (generic name, brand name: LEQEMBI®)
Lecanemab is the result of a strategic research alliance between Eisai and BioArctic. It is a humanized immunoglobulin gamma (IgG1) monoclonal antibody directed against aggregated soluble (protofibril) and insoluble forms of amyloid-beta (Aβ).
Lecanemab has been approved in 53 countries and regions including Japan, the United States, China, Europe, South Korea, Taiwan, and Saudi Arabia, and is under regulatory review in 6 countries. Following the initial phase with treatment every two weeks for 18 months, intravenous (IV) maintenance dosing with treatment every four weeks was approved in 8 countries including the U.S., China, the UK, and others, and applications have been filed in 12 countries and regions. The U.S. FDA approved Eisai's Biologics License Application (BLA) for subcutaneous maintenance dosing with LEQEMBI IQLIK in August 2025. In November 2025, an application for a subcutaneous injectable formulation in Japan was submitted. In January 2026, the Biologics License Application (BLA) for the subcutaneous formulation was accepted in China. In December 2025, lecanemab (IV) has been included in the "Commercial Insurance Innovative Drug List", recently introduced by the National Healthcare Security Administration (NHSA) of China.
Since July 2020, the Phase 3 clinical study (AHEAD 3-45) for individuals with preclinical AD, meaning they are clinically normal and have intermediate or elevated levels of amyloid in their brains, is ongoing. AHEAD 3-45 is conducted as a public-private partnership between the Alzheimer's Clinical Trial Consortium that provides the infrastructure for academic clinical trials in AD and related dementias in the U.S, funded by the National Institute on Aging, part of the National Institutes of Health, Eisai, and Biogen. Since January 2022, the Tau NexGen clinical study for Dominantly Inherited AD (DIAD), that is conducted by Dominantly Inherited Alzheimer Network Trials Unit (DIAN-TU), led by Washington University School of Medicine in St. Louis, is ongoing and includes lecanemab as the backbone anti-amyloid therapy.
About Protofibrils
Protofibrils are thought to be the most toxic Aβ species that contribute to brain damage in AD and play a major role in the cognitive decline of this progressive and devastating disease. Protofibrils can cause neuronal and synaptic damage in the brain, which can subsequently adversely affect cognitive function through multiple mechanisms.1 The mechanism by which this occurs has been reported not only by increasing the formation of insoluble Aβ plaques, but also by directly damaging signaling between neurons and other cells. It is believed that reducing protofibrils may reduce neuronal damage and cognitive impairment, potentially preventing the progression of AD.2
About the Collaboration between Eisai and Biogen for AD
Eisai and Biogen have been collaborating on the joint development and commercialization of AD treatments since 2014. Eisai serves as the lead of lecanemab development and regulatory submissions globally with both companies co-commercializing and co-promoting the product and Eisai having final decision-making authority.
About the Collaboration between Eisai and BioArctic for AD
Since 2005, Eisai and BioArctic have had a long-term collaboration regarding the development and commercialization of AD treatments. Eisai obtained the global rights to study, develop, manufacture and market lecanemab for the treatment of AD pursuant to an agreement with BioArctic in December 2007. The development and commercialization agreement on the antibody lecanemab back-up was signed in May 2015.
About Eisai Co., Ltd.
Eisai's Corporate Concept is "to give first thought to patients and people in the daily living domain, and to increase the benefits that health care provides." Under this Concept (also known as human health care (hhc) Concept), we aim to effectively achieve social good in the form of relieving anxiety over health and reducing health disparities. With a global network of R&D facilities, manufacturing sites and marketing subsidiaries, we strive to create and deliver innovative products to target diseases with high unmet medical needs, with a particular focus in our strategic areas of Neurology and Oncology.
In addition, we demonstrate our commitment to the elimination of neglected tropical diseases (NTDs), which is a target (3.3) of the United Nations Sustainable Development Goals (SDGs), by working on various activities together with global partners.
For more information about Eisai, please visit www.eisai.com (for global headquarters: Eisai Co., Ltd.), and connect with us on X, LinkedIn and Facebook. The website and social media channels are intended for audiences outside of the UK and Europe. For audiences based in the UK and Europe, please visit www.eisai.eu and Eisai EMEA LinkedIn.
About Biogen
Founded in 1978, Biogen is a leading biotechnology company that pioneers innovative science to deliver new medicines to transform patient's lives and to create value for shareholders and our communities. We apply deep understanding of human biology and leverage different modalities to advance first-in-class treatments or therapies that deliver superior outcomes. Our approach is to take bold risks, balanced with return on investment to deliver long-term growth.
The company routinely posts information that may be important to investors on its website at www.biogen.com. Follow Biogen on social media – Facebook, LinkedIn, X, YouTube.
Biogen Safe Harbor
This news release contains forward-looking statements, including about the potential clinical effects of lecanemab; the potential benefits, safety and efficacy of lecanemab; potential regulatory discussions, submissions and approvals and the timing thereof including for lecanemab-irmb (LEQEMBI IQLIK); the treatment of Alzheimer's disease; the anticipated benefits and potential of Biogen's collaboration arrangements with Eisai; the potential of Biogen's commercial business and pipeline programs, including lecanemab; and risks and uncertainties associated with drug development and commercialization. These forward-looking statements may be accompanied by such words as "aim," "anticipate," "assume," "believe," "contemplate," "continue," "could," "estimate," "expect," "forecast," "goal," "guidance," "hope," "intend," "may," "objective," "plan," "possible," "potential," "predict," "project," "prospect," "should," "target," "will," "would," and other words and terms of similar meaning. Drug development and commercialization involve a high degree of risk, and only a small number of research and development programs result in commercialization of a product. Results in early-stage clinical trials may not be indicative of full results or results from later stage or larger scale clinical trials and do not ensure regulatory approval. You should not place undue reliance on these statements. Given their forward-looking nature, these statements involve substantial risks and uncertainties that may be based on inaccurate assumptions and could cause actual results to differ materially from those reflected in such statements.
These forward-looking statements are based on management's current beliefs and assumptions and on information currently available to management. Given their nature, we cannot assure that any outcome expressed in these forward-looking statements will be realized in whole or in part. We caution that these statements are subject to risks and uncertainties, many of which are outside of our control and could cause future events or results to be materially different from those stated or implied in this document, including, among others, uncertainty of long-term success in developing, licensing, or acquiring other product candidates or additional indications for existing products; expectations, plans and prospects relating to product approvals, approvals of additional indications for our existing products, sales, pricing, growth, reimbursement and launch of our marketed and pipeline products; our ability to effectively implement our corporate strategy; the successful execution of our strategic and growth initiatives, including acquisitions; the risk that positive results in a clinical trial may not be replicated in subsequent or confirmatory trials or success in early stage clinical trials may not be predictive of results in later stage or large scale clinical trials or trials in other potential indications; risks associated with clinical trials, including our ability to adequately manage clinical activities, unexpected concerns that may arise from additional data or analysis obtained during clinical trials, regulatory authorities may require additional information or further studies, or may fail to approve or may delay approval of our drug candidates; the occurrence of adverse safety events, restrictions on use with our products, or product liability claims; and any other risks and uncertainties that are described in other reports we have filed with the U.S. Securities and Exchange Commission, which are available on the SEC's website at www.sec.gov.
These statements speak only as of the date of this press release and are based on information and estimates available to us at this time. Should known or unknown risks or uncertainties materialize or should underlying assumptions prove inaccurate, actual results could vary materially from past results and those anticipated, estimated or projected. Investors are cautioned not to put undue reliance on forward-looking statements. A further list and description of risks, uncertainties and other matters can be found in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and in our subsequent reports on Form 10-Q, Except as required by law, we do not undertake any obligation to publicly update any forward-looking statements whether as a result of any new information, future events, changed circumstances or otherwise.
Digital Media Disclosure
From time to time, we have used, or expect in the future to use, our investor relations website (investors.biogen.com), the Biogen LinkedIn account (linkedin.com/company/biogen-) and the Biogen X account (https://x.com/biogen) as a means of disclosing information to the public in a broad, non-exclusionary manner, including for purposes of the SEC's Regulation Fair Disclosure (Reg FD). Accordingly, investors should monitor our investor relations website and these social media channels in addition to our press releases, SEC filings, public conference calls and websites, as the information posted on them could be material to investors.
References
Amin L, Harris DA. Aβ receptors specifically recognize molecular features displayed by fibril ends and neurotoxic oligomers. Nat Commun. 2021; 12:3451. doi: 10.1038/s41467-021-23507-z. Ono K, Tsuji M. Protofibrils of Amyloid-β are Important Targets of a Disease-Modifying Approach for Alzheimer's Disease. Int J Mol Sci. 2020;21(3):952. doi: 10.3390/ijms21030952. PMID: 32023927; PMCID: PMC7037706. SOURCE Eisai Inc.
New York, New York--(Newsfile Corp. - July 12, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Lucid 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 Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 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 litigate 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: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/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.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304778
Source: The Rosen Law Firm PA
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NEW YORK, July 12, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/LCID.
Lucid Case Details
The Complaint alleges that throughout the Class Period, Defendants failed to disclose that:
(1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity;
(2) the foregoing was likely to, and did, have a material negative impact on the Company’s business and financial results;
(3) accordingly, the defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and
(4) as a result, defendants’ public statements were materially false and misleading at all relevant times.
What's Next for Lucid Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/LCID. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Lucid you have until July 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Lucid Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Lucid Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
NEW YORK, July 12, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ZoomInfo Technologies Inc. (NASDAQ: GTM) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired ZoomInfo securities between November 3, 2025 and May 11, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/GTM.
ZoomInfo Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose:
(1) The true state of ZoomInfo's slowing seat-based demand, weakening upsell opportunities, and deteriorating fundamentals across its downmarket and upmarket segments.
(2) That Defendants' optimistic growth narrative, including representations that full-year 2026 revenue guidance of $1.247–$1.267 billion was achievable and that Copilot penetration was on or ahead of schedule.
(3) That customers were migrating toward consumption-based models and developing internal AI-driven go-to-market solutions, trends Defendants minimized despite their material adverse impact on ZoomInfo's business.
On May 11, 2026, ZoomInfo reported its first quarter 2026 results and slashed its full-year revenue guidance by approximately $62 million
Following this news, the price of ZoomInfo's common stock declined dramatically, from a closing market price of $6.04 per share on May 11, 2026, ZoomInfo's stock price fell to $4.06 per share on May 12, 2026, a decline of about 33%.
What's Next for ZoomInfo Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/GTM. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in ZoomInfo you have until August 24, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to ZoomInfo Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for ZoomInfo Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
In 2026, choosing between industrial giants depends on your preference for global scale versus specialized government contracts. For investors evaluating heavy machinery, Caterpillar (CAT +1.49%) and Oshkosh (OSK +2.50%) offer distinct pathways to growth.
While both companies operate within the industrial manufacturing landscape, their core differentiators set them apart. Caterpillar dominates the global stage with its construction and mining equipment, while Oshkosh focuses on purpose-built vehicles for defense and fire services. Comparing these two helps you decide between a diversified market leader and a specialized defense contractor.
The case for CaterpillarCaterpillar provides the heavy lifting for global infrastructure, manufacturing everything from massive mining trucks to industrial gas turbines. Its dominance among construction stocks provides a steady foundation through a global dealer network of over 150 independent entities. Strategic moves in early 2026, such as the acquisition of Skycatch, help integrate spatial data and automation into its core products.
In FY 2025, revenue reached nearly $67.6 billion, representing a 4.3% increase over the previous year. The company reported net income of approximately $8.9 billion during this period. While revenue grew, the net margin of 13.1% was lower than the 16.7% reported in FY 2024.
As of the December 2025 balance sheet, the debt-to-equity ratio was roughly 2.0x. This metric measures total debt relative to shareholder equity, showing how much debt the company uses to fund its assets. The current ratio of 1.4x indicates Caterpillar has enough short-term assets to cover liabilities, while free cash flow reached $10.3 billion.
The case for OshkoshOshkosh builds specialized equipment ranging from fire trucks to military tactical vehicles. The company derives approximately 20% of its net sales from the U.S. government, primarily through multiyear defense and procurement contracts. Customer concentration like this adds a layer of risk to the business.
For the FY 2025 period, Oshkosh reported revenue of approximately $10.4 billion. This reflected a revenue decline of nearly 2.9% compared to the prior fiscal year. Despite the lower top-line result, the company generated net income of roughly $647.0 million with a net margin of 6.2%.
The balance sheet as of December 2025 appears conservative with a debt-to-equity ratio of approximately 0.3x. A lower ratio suggests the company relies less on borrowed money to fund its operations. The current ratio is nearly 1.9x, showing a healthy margin of short-term assets over liabilities, and the company generated close to $618.0 million in free cash flow during the year.
Risk profile comparisonCaterpillar faces risks from the cyclical nature of construction and mining, where demand follows global commodity prices. Supply chain disruptions for components like semiconductors can stall production and impact delivery schedules for competitors like Deere & Company (DE 0.93%). Additionally, the company must successfully integrate new technology acquisitions while defending against cyber threats to its autonomous machinery.
Oshkosh carries risk due to its reliance on government budgets, which are subject to political delays and funding shifts. The company is also navigating federal class action lawsuits regarding alleged price-fixing in the fire truck market. It competes for talent and heavy manufacturing contracts against other large firms such as Lockheed Martin (LMT +0.93%) and PACCAR (PCAR +1.05%).
Valuation comparisonOshkosh is cheaper based on its forward P/E and P/S ratio, which measure stock price relative to estimated future earnings and annual sales.
MetricCaterpillarOshkoshSector BenchmarkForward P/E38.8x13.1x242.8xP/S ratio6.5x0.9xSector benchmark uses the SPDR XLI sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Even when industrial stocks serve different markets, investors may find it useful to compare them and choose one over the other. Caterpillar primarily makes construction equipment, while Oshkosh focuses on specialty vehicles. So, which is the better choice this year?
One of the drivers for Caterpillar is benefiting many other industries, too: artificial intelligence. The rapid build-out of data centers and their infrastructure is driving demand for industrial machinery, gas turbines, and mining equipment. Among the caveats, though, its valuation is currently high relative to earnings, and demand for construction and mining products is cyclical.
Oshkosh produces specialty vehicles for various industries, including fire trucks and the mail trucks that will replace the aging LLV (long-life vehicle) fleet. Government contracts help provide a steady source of revenue, but the company's dependence on government spending can introduce uncertainty. The stock is significantly cheaper than Caterpillar, though.
So, for income investors wanting to capitalize on trends and willing to pay a premium for a stock with strong long-term potential, Caterpillar is the better choice. Oshkosh is more of a conservative, defensive stock. Personally, I would choose Caterpillar because I don’t think AI-related spending will abate in the near future.
I revisit four of my worst REIT picks—ARCP, MPW, SAFE, and IIPR—to extract hard-earned lessons and strengthen my investment process. ARCP's collapse highlighted that broken trust and poor management culture override apparent value and yield, making a swift exit essential when the thesis changes. MPW and IIPR exposed the dangers of chasing yield amid tenant fragility, leverage, and unreliable cash flows, while SAFE revealed the underestimated risk of duration in a rising-rate environment.
PANews July 12 news, Token Unlocks data shows that tokens such as DBR, ARB, YZY will see large unlocks next week, including:
deBridge (DBR) will unlock approximately 618 million tokens on July 17 at 8:00 am Beijing time, representing about 11.4% of the circulating supply, worth about $10.1 million;
Arbitrum (ARB) will unlock approximately 92.65 million tokens on July 16 at 9:00 pm Beijing time, representing about 1.65% of the circulating supply, worth about $8.5 million;
YZY (YZY) will unlock approximately 20.83 million tokens on July 17 at 11:00 am Beijing time, representing about 4.1% of the circulating supply, worth about $6.1 million;
Starknet (STRK) will unlock approximately 127 million tokens on July 15 at 8:00 am Beijing time, representing about 3.74% of the circulating supply, worth about $3.9 million;
Sei (SEI) will unlock approximately 55.56 million tokens on July 15 at 8:00 pm Beijing time, representing about 0.91% of the circulating supply, worth about $2.8 million.
Smaller Industrials Names Seeing Surging Growth: Here's WhyDycom Industries NYSE: DY Chief Executive Officer Dan Peyovich said the company is seeing broad-based demand across fiber, long-haul networks and data center-related services, arguing that the company’s recent backlog growth reflects more than a short-term cyclical upturn.
Speaking with Guggenheim Securities analyst Joe Osha during a company discussion, Peyovich said Dycom’s nearly $12 billion in quarterly backlog reflects multiple demand drivers “coming in now on top of each other” and the company’s ability to supply a large skilled workforce. He said Dycom has more than 20,000 employees across the country and that customers need that workforce to execute ambitious build programs.
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Hidden Gems: 3 Quiet Stocks With Loud Potential“We think that this has a ton of staying power,” Peyovich said. “These build cycles go well into the next decade.”
Long-Haul and Middle-Mile Opportunity Expands Peyovich said Dycom had previously sized the long-haul and middle-mile opportunity at $20 billion over five years, but said that figure has “grown considerably” as customers plan new routes and higher-capacity networks to support data centers and other connectivity needs.
The Top 5 Analysts Ranked by MarketBeat and Stocks They CoverHe said older networks lack the necessary capacity and routes for current and future demand, while customers and hyperscalers are increasingly discussing larger fiber counts. Peyovich said 864-count fiber has become more common, 1,728-count fiber is also common, and some customers are discussing routes with 7,500 to 10,000 fiber counts.
He also emphasized that the opportunity is not only about fiber count, but also route redundancy. That redundancy may include additional conduit in the same trench, a separate trench on the other side of the road or a different route altogether.
Peyovich said the long-haul and middle-mile build cycle remains “extremely early,” with the vast majority of the opportunity still ahead. He said Dycom is already seeing meaningful revenue contributions and backlog from the category, but expects activity to ramp next year and become more significant by calendar 2028.
BEAD Expected to Take Shape in 2027 On the federal Broadband Equity, Access and Deployment program, Peyovich said Dycom still expects some revenue contribution this year, but described it as upside because approvals and permitting are taking longer than expected.
He said calendar 2027 remains the period when BEAD should “really start to take shape.” Dycom estimates its addressable market from the program at about $17 billion, excluding materials and focusing only on work Dycom can perform. Peyovich said that figure could ultimately be higher and the program could last longer than the currently expected four-year delivery period.
Dycom previously discussed about $500 million of verbal BEAD awards, and Peyovich said that amount has grown. However, he said some awards have not yet moved into contracted backlog because they still need final approvals and must pass through customers’ internal systems.
Peyovich said Dycom will not pursue BEAD work at any price. If competitors bid aggressively at low pricing, he said Dycom will focus on opportunities that provide good returns on people and capital.
Starlink Seen as Limited Threat to Fiber Builds Asked about Starlink and low-Earth orbit satellite broadband, Peyovich said Dycom’s role is tied to growing data consumption and the need for infrastructure to move that data. Even satellite-based services require terrestrial connectivity, he said.
On fiber-to-the-home, Peyovich pointed to BEAD as the most relevant test case because it targets lower-density and harder-to-serve areas. He said low-Earth orbit providers took about 23% to 25% of that opportunity, which he described as a best-case scenario for the technology. He said Dycom does not expect the same level of impact in metropolitan markets.
Peyovich also said fiber-to-the-home programs have significant momentum, with more than 10 million passings completed annually. He said speed matters because the first fiber connection in a market tends to achieve the best penetration, and consumers have shown a preference for fiber’s high capacity and low latency.
Data Center Demand Supports Communications and Power Solutions Peyovich said data center growth is creating opportunities for Dycom both outside and inside data center facilities. On the communications side, he said new and expanding data center markets need to be connected back to long-haul networks, increasing demand for Dycom’s services.
He also highlighted opportunities to connect Dycom’s communications work with its Building Systems segment, including fiber opportunities “inside the fence” at data center sites.
Dycom’s Power Solutions business remains heavily tied to data centers, Peyovich said, with more than 90% of that business in the data center space and the DMV market. He said demand remains “absolutely insatiable,” and Dycom has had to turn away opportunities despite raising the growth outlook for the business to 35%.
Peyovich said Dycom is also seeking additional acquisition opportunities following its acquisitions of Power Solutions and NTI. He said the company is interested in expanding capabilities such as structured cabling and electrical work, while remaining disciplined on deal selection.
Capital Allocation Focuses on Growth and Acquisitions Peyovich said Dycom’s first capital allocation priority is investment in organic growth. After that, he said mergers and acquisitions are the current priority, given the opportunities the company sees. He noted Dycom bought back shares last quarter when it viewed the share price as dislocated, but said M&A is the larger focus today.
He said Dycom’s long-term net leverage target remains around two times, though the company could consider moving toward three times for the right acquisition if it believed leverage could be reduced quickly afterward.
Peyovich repeatedly pointed to Dycom’s skilled workforce as a competitive differentiator. He said the company can train someone with no experience in communications to become a contributor within about six months, while union electrical roles require a longer apprenticeship process. He said the company has invested in benefits, training and a flagship training facility to attract and retain workers.
Looking ahead, Peyovich said Dycom is positioned to benefit from ongoing growth in data consumption, communications infrastructure and Building Systems demand. He said the company aims to continue growing and diversifying, both organically and through acquisitions, while maintaining discipline.
About Dycom Industries NYSE: DYDycom Industries, Inc NYSE: DY is a leading provider of specialty contracting services to the telecommunications industry in North America. The company delivers engineering, construction, installation and maintenance solutions for communications infrastructure, supporting a broad range of network technologies and system architectures. Dycom's services span outside plant construction, cable placement, fiber optic deployment, wireless and wireline network engineering, as well as testing and turn-up services for voice, data and video applications.
Dycom's customer base includes major telecommunications carriers, cable operators, utility companies and competitive local exchange carriers.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Dycom Industries Right Now?Before you consider Dycom Industries, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Dycom Industries wasn't on the list.
While Dycom Industries currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.
Global stock markets have been under pressure as geopolitical tensions have resurfaced in the Middle East. Moreover, investors remain concerned about the sustainability of AI-driven demand and infrastructure spending.
Nonetheless, those looking for attractive stock picks amid the ongoing volatility can gain key insights by tracking the recommendations of top Wall Street analysts. These experts assign ratings after in-depth analysis of a company's fundamentals, growth opportunities, and risks.
Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.
AmazonE-commerce and cloud computing giant Amazon (AMZN) is this week's first pick. Heading into the company's second-quarter earnings, TD Cowen analyst John Blackledge reiterated a buy rating on AMZN stock, citing strength in the Amazon Web Services cloud unit as well as the e-commerce and advertising businesses. The analyst lowered his price target on AMZN stock to $340 from $350 as he revised his estimates and slightly raised his capex projections.
Specifically, Blackledge expects Amazon to report revenue of $200.1 billion, 2% above the Street's consensus, driven by acceleration in AWS and advertising revenue. He also expects the company's e-commerce business to reflect the shifting of Prime Day in the U.S. and other key markets to the second quarter this year, compared with third quarter of last year.
In particular, Blackledge expects AWS revenue to grow 35.5% year-over-year in Q2 2026, marking an acceleration from 28.4% in the prior-year quarter and 3.4% above the Street's expectations. The 5-star analyst expects revenue to be driven by rising generative AI workloads as the company's significant AI infrastructure spending helps to ease supply constraints.
Regarding third-quarter outlook, Blackledge said, "Our rev and Op Income estimates are 0.3% and 3.2% above consensus, driven by further AWS revenue growth acceleration led by AI demand."
Blackledge ranks No. 771 among more than 12,300 analysts tracked by TipRanks. His ratings have been profitable 55% of the time, delivering an average return of 11.2%. See Amazon Ownership Structure on TipRanks.
Marvell TechnologyMoving on to semiconductor company Marvell Technology (MRVL). Following several meetings with management, RBC Capital analyst Srini Pajjuri reiterated a buy rating on MRVL stock with a price target of $360.
"Overall, the meetings reinforced our conviction that MRVL can sustain 40%+ growth for the next 3 years, driven by strong AI demand, optical connectivity leadership, and expanding Custom pipeline," said Pajjuri.
The 5-star analyst added that robust demand and limited supply are giving greater revenue visibility. Pajjuri noted that Marvell's data center business is on track to deliver more than 50% growth this year and next. Also, the growth in the company's networking business is outpacing compute, driven by agentic AI and inferencing workloads.
Meanwhile, Pajjuri noted that optical product lead times have extended to more than six months, while XPU customers are placing purchase orders 12 months in advance. While the analyst kept his estimates unchanged, he sees the possibility of upside for the second half of 2026 from the Optical business, with more significant upside potential for 2027 and 2028 estimates.
Furthermore, Pajjuri noted that Marvell's scale-across offering is emerging as an additional growth catalyst for 2027, while scale-up networking is expected to present a multibillion-dollar greenfield serviceable addressable market. Also, management is upbeat about Marvell's custom business, with the company targeting more than $10 billion in revenue for 2028, driven by existing programs with Amazon's AWS and Microsoft and multiple XPU attach wins.
Pajjuri ranks No. 88 among more than 12,300 analysts tracked by TipRanks. His ratings have been successful 75% of the time, delivering an average return of 51.5%. See Marvell Options Activity on TipRanks.
Advanced Micro DevicesChipmaker Advanced Micro Devices (AMD) is scheduled to announce its second-quarter earnings on Aug. 4. Shares have seen a strong jump year-to-date due to demand for the company's AI GPUs and server CPUs.
Ahead of second-quarter earnings, Wells Fargo analyst Aaron Rakers reaffirmed a buy rating on AMD stock and raised his price target to $615 from $505, citing "increasing focus on path to +$20/sh. EPS in CY28." The analyst expects AMD to reiterate its confidence in the MI450 series and Helios ramp beginning in the third quarter of 2026.
The 5-star analyst increased his estimates for AMD server CPU revenue to $16.0 billion (up 68% year-over-year), $20.5 billion (up 28%), and $25.0 billion (up 22%) for 2026, 2027, 2028, respectively. Rakers noted that in the previous quarter, AMD increased its server CPU total addressable market estimates to $120 billion by 2030, representing a more than 35% compound annual growth rate.
Rakers expects AMD to comment on an additional rise in server CPU demand since its first-quarter results. He sees upside driven by agentic AI demand momentum, cloud demand, and traditional enterprise modernization. In this regard, the analyst highlighted that Micron increased its 2026 server shipment guidance recently. Also, checks indicate continued upside to the average selling price.
Meanwhile, Rakers' data center GPU estimates remain above consensus at $15.6 billion, $40.6 billion, and $63.0 billion for 2026, 2027, and 2028, respectively, while estimates for the client and gaming businesses are below the Street's consensus. Overall, the analyst projects EPS of $7.15, $13.40, and $18.75 for 2026, 2027, and 2028, respectively.
Rakers ranks No. 5 among more than 12,300 analysts tracked by TipRanks. His ratings have been successful 73% of the time, delivering an average return of 56.8%. See AMD Insider Trading Activity on TipRanks.
Most of the attention in the AI chip boom lands on Nvidia and its graphics processing units. But there's an arguably more interesting corner of the market where two companies are building the chips the biggest tech firms want to design for themselves. Broadcom (AVGO 0.31%) and Marvell Technology (MRVL 2.90%) are the two names that dominate it, and while they chase the same opportunity, they go about it very differently -- and the market prices them very differently, too.
Image source: Getty Images.
Before comparing the two, it helps to understand what they do. When a giant cloud company like Alphabet or Meta runs enormous AI workloads, it can either buy general-purpose chips off the shelf or design its own chip tuned precisely to its software. That second path, a custom chip, sometimes called an ASIC or an XPU, can be cheaper to run and more power-efficient at massive scale. The catch is that these companies don't build the chips alone; they lean on a partner with the deep engineering expertise to turn a design into working silicon. Broadcom and Marvell are those partners, and demand for their help has exploded as hyperscalers race to control their own chip destiny rather than depend entirely on Nvidia.
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What Broadcom is doing Broadcom is the established heavyweight here, and its recent moves show why. It has assembled a remarkable roster of custom-chip customers that reportedly includes Google, Meta, OpenAI, Anthropic, and -- in a notable new disclosure this year -- Apple. In June, Broadcom and OpenAI even revealed their first jointly designed chip. Just as important, Broadcom doesn't just make the accelerators; it also dominates the networking gear that ties thousands of chips together inside a data center, having recently moved its latest switch chip into high-volume production.
What I find most reassuring about Broadcom's setup is its diversification. Beyond AI silicon, it runs a large and profitable infrastructure software business, which gives it a steadier foundation than a pure-play chip company. When one part of the market cools, the other can keep humming. Broadcom is essentially trying to be the one-stop shop for building the guts of an AI data center.
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What Marvell is doing Marvell is the smaller, hungrier challenger, and its strategy is more focused. It designs custom chips for a growing list of hyperscalers, but its real signature is wrapping those chips in optical interconnect technology -- the high-speed "plumbing" that moves data between processors. That combination is clever, because a customer using Marvell's building blocks inside its chip is likely to buy Marvell's connectivity products too, which makes the relationship harder for rivals to break.
To bulk up in that fight, Marvell has been buying capability rather than waiting to build it, closing acquisitions of interconnect specialists earlier this year. It's a more aggressive, acquisition-fueled approach that reflects a company sprinting to close the gap with Broadcom. Marvell was also recently added to the S&P 500, a marker of how far it has come.
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Here's where the two genuinely diverge. Marvell trades at a much richer valuation than Broadcom, suggesting the market is pricing in faster growth for the smaller company. Broadcom, despite its dominance and steadier profile, actually carries the more modest multiple of the two. So the "showdown" boils down to a classic trade-off: With Marvell, you're paying a premium for a purer, faster-growing bet on the custom-chip and interconnect boom. With Broadcom, you're getting the diversified market leader at a more reasonable price, with software revenue cushioning the ride.
Neither is risk-free. Marvell's lofty valuation leaves little room for a stumble, and its growth leans heavily on a handful of enormous customers and on integrating its acquisitions well. Broadcom's sheer size makes rapid growth harder to sustain, and it too depends on a concentrated group of hyperscaler clients whose spending could shift.
If you're choosing between them, the question isn't which company is better, as both are strong, but which trade-off suits you. Marvell offers higher-octane growth at a higher price and higher risk. Broadcom offers dominance and diversification at a more grounded valuation.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Calix To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Calix between January 28, 2026 and April 21, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - July 12, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Calix, Inc. ("Calix" or the "Company") (NYSE: CALX) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) that the Company's advanced supply of memory components was dwindling; (3) that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
On April 21, 2026, Calix reported results for the first quarter of 2026 earnings, including that "Non-GAAP gross margin was 57.2%, down 80 basis points sequentially." Further, the Company reported "gross margin guidance for the second quarter of 2026 is between 54.25% and 57.25%" and "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points."
In the accompanying earnings call, the Company's CFO stated "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter. However, that advanced supply has run its course, and we now face market prices."
On this news, Calix's stock price fell $6.93, or 13.98% to close at $42.65 per share on April 22, 2026, on unusually heavy trading volume.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Calix's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Calix class action, go to www.faruqilaw.com/CALX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Calix Securities Class Action Lawsuit:
What is the Calix securities fraud lawsuit about?
The Calix securities fraud lawsuit is a federal securities class action alleging that Calix, Inc. (NYSE: CALX) and its executives made false and misleading statements to investors by concealing that the Company's strong first quarter margins were artificially inflated by advanced purchasing of memory components, that its advanced supply of those components was dwindling, and that it would soon be forced to purchase memory components at rising market prices - creating significant negative margin pressure. As the truth emerged on April 21, 2026, when Calix reported Q1 2026 results and its CFO disclosed that "advanced supply has run its course" and the Company would "now face market prices," CALX's stock price fell $6.93 per share, or 13.98%, causing significant losses for investors.
Who may be eligible to participate in the Calix class action lawsuit?
Investors who purchased or acquired Calix (CALX) stock between January 28, 2026 and April 21, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Calix securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Calix employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Calix lawsuit?
A lead plaintiff in the Calix class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Calix investor who purchased CALX stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Calix stock during the Class Period?
Investors who purchased Calix (CALX) stock between January 28, 2026 and April 21, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Calix securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CALX for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304735
Source: Faruqi & Faruqi LLP
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BridgeBio Pharma (BBIO) remains a "Strong Buy," driven by regulatory approvals, robust pipeline progress, and significant commercial momentum for Attruby in ATTR-CM. Company has achieved U.S. and international approvals for acoramidis, with Q1 2026 U.S. net product revenue reaching $180.6 million, and is pursuing further pipeline expansion. Positive phase 3 PROPEL 3 data for oral infigratinib in achondroplasia supports an NDA submission in Q3 2026, targeting a $2.9B global market.
Ares Management stands out as a top private credit pick, offering a 4.5% yield and robust long-term fee growth despite recent volatility. ARES benefits from 90%+ perpetual capital, 19% annual AUM growth since 2013, and is expected to deliver 20%+ annual earnings growth at a 22x P/E. Carlisle Companies is positioned for a 'golden age' of remodeling, with pent-up demand, high ROIC targets, and a nearly 50-year dividend growth streak.
Worldcoin (WLD), a digital identity and cryptocurrency project, is once again the focus of investor attention after technical analysts highlighted three critical resistance levels that could shape the token’s future direction. After losing more than 90% of its value from the all-time high, WLD is trading near historical lows, prompting discussions about the possibility of a turning point in its prolonged bear market.
Key resistance areas highlighted by analystsAnalyst VERTIX pointed out that most investors are currently focused on the present price of WLD, often overlooking the broader trends visible on its weekly chart. He identified three resistance zones that will likely determine the pace and strength of any potential recovery for Worldcoin.
The first significant hurdle sits near $2.21, representing nearly a 495% climb from current levels. If the price manages to reclaim this area, the next notable resistance could be observed at $4.14, a level that previously acted as both support and resistance.
The final major target remains at $11.95, close to the token’s historical peak above $11. To reach this level from $4.14, Worldcoin would need to surge another 188%, which would signal a dramatic reversal of the prolonged downtrend.
Resistance LevelPrice TargetIncrease Needed from Previous LevelFirst Resistance$2.21+495%Second Resistance$4.14+87%Final Target$11.95+188% At least three significant resistance levels—$2.21, $4.14, and $11.95—are now in focus for Worldcoin (WLD) as traders and analysts speculate on the token’s prospects for a sustained recovery after its dramatic fall from the peak.
WLD has therefore experienced one of the steepest declines of any major cryptocurrency project over the past year.
Daily charts and support zones under the spotlightTrader Krillin offered a separate technical perspective, stating that Worldcoin is holding a bullish outlook as long as it stays above the 100-day moving average. According to Krillin, serious selling pressure emerged between $0.65 and $0.68, a zone that previously acted as support but now forms a resistance band amid ongoing sell-offs.
After this phase of correction, the token has moved back into a demand area between $0.33 and $0.36. This region aligns with the 200-day simple moving average, now serving as a critical element of support for the price.
Mini dictionary: 200-day simple moving average, a key technical indicator in financial markets. It calculates the average closing price over the past 200 days, helping traders identify long-term support or resistance and the overall trend.
Volume levels have significantly declined since the volatility spikes seen in June, with the reduced trading activity indicating that traders may be waiting for clear price direction before entering new positions.
Worldcoin’s price now oscillates between its established support and resistance regions. Sustained strength above $0.33 would be required for a possible rally toward the $0.65–$0.68 resistance band. However, a failure to hold this level risks pushing the price back toward the earlier low around $0.23, potentially postponing any recovery.
A breakout above resistance or a drop below support could dictate the next substantial move for WLD in the weeks ahead, with both sides closely watching whether the $0.33 level can be defended.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Worldcoin (WLD) has staged a modest recovery in July after a prolonged selloff that wiped out more than 96% of its value from its 2024 all-time high near $11.97. The recent rally lifted the price between 3% and 7%, mirroring an improvement in sentiment across the broader cryptocurrency market. However, analysts remain cautious about declaring a sustainable trend reversal.
Technical signals trigger debate on trend reversalThe latest price action has prompted a split among market observers. Some see early signs of stabilization, while others warn the move may only be a short pause within a larger downtrend. Technical analyst @that1618guy noted a significant bearish divergence on Worldcoin’s weekly Relative Strength Index (RSI) following its recovery from approximately $0.23 to $0.72.
WLD is showing big bearish RSI divergence on the weekly timeframe, which raises further caution about the strength of the ongoing rebound.
The analyst also observed that weekly volatility appears to be easing as WLD retests short-term exponential moving averages. Rather than seeing this as a buying opportunity, the analyst argued momentum has faded, and the absence of a clear market narrative suggests more consolidation is likely before any meaningful surge occurs.
Long-term perspectives point to step-by-step resistanceOther analysts offer a more constructive outlook. Analyst @0xLogicalx suggested that Worldcoin is still in the early phases of establishing a longer-term recovery cycle. Reviewing historical price cycles in the crypto market, the analyst claimed major rallies often progress in stages as assets reclaim key resistance levels one by one.
According to the weekly chart, WLD faces important resistance points around $2.20, $4.15, and $12. With the token currently near $0.40 to $0.42, these levels remain distant and would require multiple successful breakouts to be technically relevant in the coming months.
Price LevelStatus$0.23Previous major low$0.40-$0.42Current trading range$2.20First major resistance$4.15Second resistance$12Long-term resistance/highLiquidation clusters highlight key resistance zonesDerivatives positioning has also attracted attention. Analyst @EsamTrading pointed out that Coinglass’s 30-day liquidation heatmap reveals a concentration of highly leveraged trades between $0.48 and $0.52, especially on the Bybit exchange.
This cluster indicates that a clear breakout above $0.522 with rising volume could open the way toward $0.55 to $0.58, while a rejection near $0.50 to $0.51 may trigger a new wave of selling and push the price back to lower support levels. Price action over the past month ultimately favored the downside scenario, with WLD dropping back to $0.40-$0.42 before showing signs of a new upward attempt.
Bybit is a cryptocurrency derivatives platform popular with traders seeking leverage on major tokens and altcoins.
Mini dictionary: Coinglass, a crypto analytics platform, provides liquidation heatmaps and derivatives trading data for major exchanges.
Indicators send mixed technical signalsBroader technical signals for Worldcoin remain undecided. TradingView’s technical summary now reflects a neutral reading for the token on many timeframes, yet the overall bias on weekly and monthly charts still leans toward Sell-to-Neutral.
The 14-day RSI has stabilized between 40 and 45, close to neutral but tilting toward oversold conditions. This suggests bearish momentum has faded but buyers have not taken solid control. The MACD indicator currently sits near the zero line, implying a lack of clear bullish or bearish direction.
Shorter-term moving averages, such as the 50-day, hover around the $0.40 to $0.50 range, close to where WLD is currently trading. While a “golden cross” remains in place—meaning the 50-day moving average is above the 200-day—analysts warn this technical signal is offset by the ongoing broader downtrend observed since early 2024.
Key price levels in focus as market consolidatesFrom a price structure perspective, the $0.40 level has become the main support zone for traders. Immediate support sits between $0.38 and $0.40, reinforced by recent consolidation activity, with further backup at $0.35 and the previous major low of $0.23.
The main resistance area remains between $0.42 and $0.45, supported by the 30-day simple moving average. A decisive move above this region would improve short-term bullish momentum and could refocus attention on major resistance near $0.70.
Maintaining support above $0.40 while reclaiming the $0.42-$0.45 resistance zone would indicate a stronger recovery, but analysts currently view the uptick as an early attempt rather than a confirmed bullish reversal.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
New York, New York--(Newsfile Corp. - July 12, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of GoDaddy Inc. (NYSE: GDDY) resulting from allegations that GoDaddy may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased GoDaddy 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/godaddy-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: Rosen Law Firm is investigating potential civil securities claims.
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. 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.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304760
For years, AST SpaceMobile (ASTS 0.70%) was a great story with almost nothing to show for it. It had a plan to beam broadband straight to an ordinary, unmodified smartphone from space. In 2026, the story is finally becoming an operating business, and that shift from promise to proof is exactly what makes this moment worth studying now rather than after the fact.
Image source: Getty Images.
Why the clock matters for AST SpaceMobile right now The reason I'd pay attention to this ticker today comes down to timing. In May, the FCC authorized the company to run commercial SpaceMobile Service in the United States, clearing the single biggest regulatory hurdle standing between it and paying customers. Then, in June, AST SpaceMobile launched three more of its BlueBird satellites, the large arrays that do the actual work of connecting to phones on the ground. The company aims to have roughly 45 satellites in orbit in 2026, with more than 20 additional units already in production.
A handful of satellites can only offer connectivity in brief, intermittent windows. It takes a critical mass of them circling the globe before coverage becomes continuous enough to sell as a real service. Crossing that threshold is what 2026 is about, and it's why the next couple of quarters are more consequential than any single earnings report.
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The partners de-risking the story AST SpaceMobile isn't trying to build a phone network from scratch, which I think is the underrated part of the setup. It plugs into existing carriers. Its authorization lets it use premium low-band spectrum in coordination with strategic partners, including AT&T (T +1.92%) and Verizon Communications (VZ +1.50%), plus the FirstNet public-safety network that first responders rely on. Letting satellites fill the dead zones where cell towers can't reach -- remote highways, disaster areas, open water -- is a genuinely useful problem to solve, and having national carriers already committed lowers the odds that AST will build something nobody wants.
The risks that could break the thesis Here's the honest counterweight, because this is not a safe stock. AST SpaceMobile still generates very little revenue against a market value in the tens of billions, so investors are paying today for results that are mostly still in the future. Reaching full global coverage will require many more launches, and building satellites is expensive. The company has repeatedly raised cash by issuing new shares, diluting existing owners. Launches can slip, hardware can fail, and Starlink's direct-to-cell effort is racing for the same customers. Any one of those could stall the story.
"Acting now" doesn't have to mean buying with both hands. To me, it means recognizing that AST SpaceMobile is at a rare inflection -- the window where a speculative concept either becomes a working network or doesn't -- and doing your homework before the outcome is obvious to everyone.
For investors comfortable with real risk of loss, a small, deliberate position sized for volatility makes more sense than chasing the stock on the next headline. The opportunity is time-sensitive, and that cuts in both directions.
SummaryBusiness Development Companies face mounting risks as exhausted capital structures and poor dividend coverage threaten payout sustainability.Dividend cuts have become prevalent, with market reactions punishing BDCs regardless of existing discounts to NAV.I prioritize BDCs with well-covered, stable dividends over higher-yielding but riskier peers, favoring income stability and NAV protection.Several BDCs, including OBDC, MSDL, and PFLT, have already cut dividends, but some may need further adjustments to align payouts with market realities.In this article, I elaborate on two BDCs that are likely to cut their dividends soon. J Studios/DigitalVision via Getty Images
Recently, I published a strategic article on BDCs, elaborating on the single biggest risk that I see in this sector. Long story short, there is no evidence about potential defaults from the SaaS front, but, instead, there are real data
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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.
The S&P 500 has soared 20% over the past year. As a result, dividend yields are down, with the S&P 500's yield near its lowest level in more than 20 years at around 1.1%.
However, not all dividend stocks have kept pace with the broader market's rally. Several are down sharply from their 52-week high, even though their businesses continue to perform well, enabling them to keep growing their higher-yielding dividends. Here are three high-yielding stocks that income-seeking investors should load up on right now.
Image source: Getty Images.
Brookfield Renewable Shares of Brookfield Renewable (BEPC 1.32%)(BEP 1.97%) have fallen nearly 20% below their 52-week high. That has pushed the top renewable energy dividend stock's yield up to nearly 4.5%. That's a compelling level for such an excellent dividend growth stock.
Brookfield Renewable has increased its dividend by at least 5% each year since 2011. The leading global renewable energy company expects to grow its payout at a 5% to 9% annual rate going forward. The company should have plenty of power to achieve its dividend growth target. It generates very stable cash flow (90% contracted for an average of 12 years), which it expects to grow by more than 10% annually through at least 2031.
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The company's growth drivers include inflation-linked contractual rate increases, margin enhancement activities (e.g., securing higher market rates as legacy contracts expire), development projects, and acquisitions. Brookfield expects to deploy $9 billion to $10 billion in capital over the next five years, split between development projects ($850 million annually) and acquisitions. With a lower valuation, higher yield, and robust growth prospects, Brookfield Renewable looks like a no-brainer buy right now.
Realty Income Shares of Realty Income (O +0.22%) have dipped more than 5% below their 52-week high. That has pushed the leading global real estate investment trust's (REIT) dividend yield up over 5%. That's a compelling level for a company with Realty Income's dividend growth track record. The REIT has raised its monthly dividend payment 135 times since its public market listing in 1994, growing it at a 4.1% compound annual rate.
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Realty Income's stock price has dipped even though the REIT's growth prospects have improved over the past year. It has formed a series of private capital partnerships that have provided it with new sources of capital and growth. For example, it formed a strategic partnership with Singapore's sovereign wealth fund, GIC, which included a cornerstone investment in its U.S. Core Plus Fund, the formation of a more than $1.5 billion programmatic joint venture (JV) to invest in high-quality build-to-suit logistics real estate, and a construction financing and takeout commitment of a Mexican industrial portfolio (its first investment in that country).
The REIT also recently took a major step toward capitalizing on the massive data center investment opportunity by forming another programmatic JV. It will invest up to $1.4 billion for a 45% equity stake in three data centers in Northern Virginia, with the opportunity to make future investments across the U.S. and Europe. These JVs position Realty Income for faster future growth, which the market isn't appreciating.
Main Street Capital Main Street Capital (MAIN +2.26%) stock has tumbled nearly 25% from its 52-week high amid concerns about the private credit market. As a result, the business development company's (BDC) dividend yield has spiked.
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Main Street Capital pays two dividends. It pays a monthly dividend set at a sustainable level that it aims to steadily grow. The BDC has grown this payment by 141% since its 2007 IPO, including a dozen increases since the end of 2021. Additionally, Main Street Capital periodically pays supplemental quarterly dividends. It has made these payments for 19 consecutive quarters, maintaining the same rate since early 2023. The current annualized rate on these dual payments is $4.38 per share, putting Main Street Capital's yield over 8.5% at the recent share price.
Despite concerns facing other private credit providers, Main Street Capital's loan portfolio is in excellent shape, with minimal exposure to the troubled software sector (2% of its portfolio). As evidence, the company recently exited an investment, realizing a $46.4 million gain on its equity investment. Meanwhile, the BDC continues to find attractive investment opportunities ($319 million of new or increased commitments in the second quarter). Main Street's strong, growing portfolio should continue to support its dividend payments.
It's time to buy these high-yielders Brookfield Renewable, Realty Income, and Main Street Capital are all down from their 52-week highs. That has pushed up their dividend yields to more attractive levels. Those dips are buying opportunities. They'll enable investors to lock in higher yields and position them to capitalize on the upside as these stocks recover.
Chip stocks have had a blistering rally over the past year as investors bet on the semiconductor sector's central role in the global AI infrastructure buildout.
But renewed volatility around chip stocks has sparked a debate if this is a sign of broader concern about AI demand.
In interviews with CNBC this week, several AI executives poured cold water over the idea that demand is slowing, even as they acknowledged that businesses are being more cautious on the cost of using AI.
"I somewhat think of AI demand as almost unlimited," Pat Gelsinger, the former Intel CEO and now general partner at Playground Global, told CNBC on Wednesday, adding that energy availability is "the only real limiter."
"Because how much economic value do you get for increased intelligence? Almost infinite across every industry imaginable," Gelsinger added.
watch now
Data center, chip player report supply constraintsA number of factors have stoked volatility in markets around chip and AI data center-related stocks. An announcement from Meta that it will sell its excess AI computing capacity was in part a contributor to the sell-off. While Meta's stock popped on the news, it raised questions over whether this was a sign that there was broader overcapacity of compute out there. Elon Musk's xAI also rented its excess capacity out this year.
And this week, Samsung, one of the world's biggest memory chip companies, forecast a gigantic rise in profit, but its stock fell. After a more than 360% rally in its shares over the last 12 months, the market questioned how much further it could go.
None of these moves appears to have dampened demand for compute and the infrastructure behind it.
"What we're experiencing in terms of demand is extraordinary. There's much more demand than we're able to fulfil, and that's been our experience for some time now," Marc Boroditsky, chief revenue officer at Nebius, told CNBC on Thursday. Nebius is building data centers using Nvidia's GPUs.
watch now
Andrew Feldman, CEO of Cerebras Systems, said the example of Meta and xAI selling its excess capacity is a "unique" case.
"For the industry as a whole, the demand for compute far outstrips available capacity, and we're short on data centers. I think we're short on, as an industry, many of the inputs to compute," Feldman told CNBC on Wednesday.
Cerebras, which went public earlier this year, is one of a slew of semiconductor startups attempting to become major players in the data center market and challenge Nvidia.
Rebellions, another chip startup from South Korea, which is backed by Samsung and SK Hynix, reported seeing similar ample demand.
"AI infrastructure momentum [is] still huge," Sungyun Park, CEO of Rebellions, told CNBC on Wednesday.
"I personally believe it's not the signal saying that … all the hyperscalers [are overinvesting] in the infrastructure," Park added in reference to the Meta and xAI news.
watch now
Lumentum, which sells photonics and optical products for connectivity in the data center, said its products are sold out for the next five years.
"We're trying to build up our capacity as much as we possibly can to fulfil a demand that we see out five years at this point," Michael Hurlston, CEO of Lumentum, told CNBC on Wednesday.
Lumentum's stock is up around 600% over the last 12 months as investors pile into companies addressing key bottlenecks in the buildout of AI data centers.
Enterprise spending to 'rationalize'Another big debate around the AI trade is how much enterprises are willing to pay for the technology.
There has been a period of so-called 'tokenmaxxing' at enterprises where companies would encourage employees to use as much AI as possible no matter the result. The tools often used were those from frontier labs like OpenAI and Anthropic.
But companies are now focusing more on the return on investment from AI, especially as those frontier models remain expensive relative to open source offerings from companies like DeepSeek or Alibaba.
Nebius' Boroditsky said that tokenmaxxing is only worthwhile if an organization is seeing a return on investment as a result.
"The CFO bringing the hammer down and slowing spend should actually be looking for value or valuemaxxing," Boroditsky said, adding that AI should be applied to create value that justifies the spending.
"We're seeing a shift now to more rationalization. We've seen it with every tech cycle, and that rationalization will definitely continue the demand," Nebius' Boroditsky said.
watch now
While frontier AI models are seen as the most advanced, there are a plethora of open source models that are close in performance and some that are less advanced. Different models have different capabilities, which can be used for specific tasks.
Cerebras' Feldman said that in the future, certain models will be used in specific situations. For example, frontier models can be used for more advanced problems, while some workloads will shift to others.
"I think it's probably the case that you don't need a giant bus to go to the grocery store," Feldman said.
"Certain workloads migrate to some type of compute and easier workloads to others, and I think as we learn and become more sophisticated in our deployment of AI, the same thing will happen."
Shares of European AI neocloud Nebius Group N.V. (NBIS +1.60%) rallied 229.9% in the first half of 2026, according to data from S&P Global Market Intelligence.
It was a stellar first half of the year for most hardware and semiconductor stocks involved with artificial intelligence build-out. However, Nebius outperformed all of the other AI "neoclouds" due to its strong execution, large contract wins, and new AI-related acquisitions.
Oh, and the investment by Nvidia (NVDA +3.90%) in the company didn't hurt either.
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Nebius lands big contracts, impressing Wall Street Nebius has transformed into an AI neocloud over the past few years. Given that we are in the relatively early stages of the AI era, these stocks tend to react to large contract wins, as such deals help "de-risk" their current infrastructure build-out.
Nebius landed a few such deals during the first half. In January, the company was selected by the Israel Innovation Authority to build out the country's national supercomputer. Israel is perhaps the most technologically advanced place in the world outside of Silicon Valley and China. Hence, Nebius's winning the contract through a competitive bidding process is a strong endorsement.
Nebius also won a monster $27 billion, multi-year contract from Meta Platforms (META +6.16%) in March. Meta was already a Nebius customer, although on a much smaller scale. However, the five-year compute deal beginning in 2027 is significantly larger, and the news helped catapult Nebius' shares higher.
Nebius also received accolades on the investment side, as Nvidia (NVDA +3.90%) agreed to invest $2 billion into the company. As part of the deal, Nebius will gain early access to the latest Nvidia architectures, and Nvidia will help Nebius deploy five gigawatts of Nvidia-based capacity by 2030.
Nvidia had already invested the same amount on similar terms in Nebius rival CoreWeave (CRWV 0.87%) in January, so Nebius "evened the score" in a sense by landing this deal. Furthermore, Nvidia's backing seemed to increase the probability that Nvidia would help Nebius find customers and raise capital. The expanded Meta Platforms deal actually occurred just after the Nvidia announcement, so the Nvidia commitment to Nebius may have been a catalyst.
These big deals paved the way for Nebius's blowout earnings report in mid-May. In its first quarter, revenue surged 684% year over year, trouncing expectations. At the same time, the company's adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) flipped from a $54 million loss to a $130 million profit.
Not only did the quarter's results impress, but CEO Arkady Volozh also noted that demand for compute was still vastly outstripping supply, suggesting strong results ahead. That dovetails with research firm SemiAnalysis's April data, which showed older Nvidia H100 rental pricing had increased by some 40% in March compared with October.
A major fear for neocloud companies like Nebius is that older GPUs will depreciate and lose value as newer chips enter the market. So, the fact that older GPUs' rental prices were not only not decreasing but actually increasing is a strong sign that older GPUs hold their value. A longer useful life for each Nvidia chip thereby increases the value Nebius and other neoclouds will reap from their massive current investments, and therefore the value of their stocks.
Image source: Getty Images.
Nebius looks frothy, but not on 2027 estimates After its first-half run, Nebius trades at a frothy-looking 16.4 times this year's average revenue estimate; however, that price-to-sales ratio compresses to just five times the average 2027 revenue estimate for the company, and just three times the most optimistic analysts' estimate.
That's actually a very reasonable valuation, although it implies a more-than-tripling of revenue next year, even in the average estimate. Therefore, investors need to hope Nebius's revenue trajectory continues on its hockey-stick like path, and that it can sell its compute profitably. Recent results and GPU rental pricing appear encouraging on that front; however, if the AI demand story changes in any material way, Nebius' current high valuation could cause the stock to experience a significant pullback.
