Key Takeaways Block's consumer-lending originations rose 82% year over year to $17.6 billion in first-quarter 2026.XYZ expanded Cash App Borrow and Afterpay offerings, lifting Financial Solutions gross profit 55%.Block's lending growth came with higher credit losses, though cash and operating cash flow remain strong. Block Inc.’s (XYZ - Free Report) consumer-lending business is emerging as a key growth driver, fueled by the rapid adoption of Cash App Borrow and Afterpay. Consumer-lending originations reached $17.6 billion in the first quarter of 2026, up 82% year over year, led by a roughly 175% increase in Cash App Borrow originations as eligibility expanded to more Cash App Green customers.
Block continues to broaden its lending ecosystem through Afterpay's installment offerings, including Post-Purchase, Pre-Purchase, Pay Monthly and BNPL options integrated into Cash App Pay and peer-to-peer payments. The strategy is driving higher engagement and monetization. Financial Solutions gross profit climbed 55% year over year in the first quarter, while Cash App Financial Solutions gross profit per active customer increased 60%. Overall, Cash App gross profit rose 38%, with lending among the largest contributors.
Rapid expansion, however, has been accompanied by higher credit costs. Transaction, loan and consumer receivable losses rose to $500 million in the first quarter from $170 million a year earlier. The allowance for credit losses on loans held for investment increased 26% sequentially to $482.8 million, while classified higher-risk loans grew 23% to $467.3 million.
Cash App Borrow gross loss rates ranged from 3.16% for newer borrowers to 2.67% for customers with more than 13 months of tenure, indicating relatively stable cohort performance. With $6.86 billion in cash and strong operating cash flow, Block appears well positioned to support lending growth, provided gross profit continues to outpace normalized credit losses.
How Are Block’s Competitors Faring?Dave Inc.’s (DAVE - Free Report) offers ExtraCash advances of up to $500 with no interest, credit checks or late fees. In first quarter 2026, DAVE reported $158.4 million in revenue, up 47%, while ExtraCash originations rose 37% to $2.1 billion. DAVE also reached roughly 3 million monthly transacting members.
SoFi Technologies (SOFI - Free Report) competes through larger unsecured personal loans for debt consolidation and major expenses. SOFI originated $8.3 billion in personal loans in the first quarter 2026. Unlike short-term cash advances, SOFI uses fixed monthly installments and serves borrowers seeking larger loan amounts.
XYZ’s Price Performance, Valuation & EstimatesShares of Block have rallied 20.5% over the past three months, outperforming the broader industry and the S&P 500 Index.
Image Source: Zacks Investment Research
In terms of forward 12-month P/E, XYZ stock is trading at 17.30X, which is at a discount to the Zacks Internet Software industry’s 27.09X.
Image Source: Zacks Investment Research
Block’s earnings estimate revisions reflect a positive trend. The Zacks Consensus Estimate for full-year 2026 EPS has been revised marginally northward. The figure indicates a significant increase year over year.
Image Source: Zacks Investment Research
Block currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Fifth Third Bancorp has rallied 30% over the past year, driven by a favorable macro environment and the transformative Comerica acquisition. FITB targets aggressive cost synergies from the Comerica deal but faces integration risks, elevated merger costs, and potential deposit attrition. The CET1 capital ratio has weakened post-acquisition, with gradual improvement expected as integration costs subside and synergies materialize.
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at U.S. Bancorp (USB - Free Report) , a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. U.S. Bancorp currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for USB that show why this company shows promise as a solid momentum pick.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For USB, shares are up 1.35% over the past week while the Zacks Banks - Major Regional industry is up 1.35% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 7.41% compares favorably with the industry's 5.84% performance as well.
While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Shares of U.S. Bancorp have increased 11.57% over the past quarter, and have gained 30.12% in the last year. On the other hand, the S&P 500 has only moved 10.84% and 21.72%, respectively.
Investors should also take note of USB's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now USB is averaging 8,819,863 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with USB.
Over the past two months, 6 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost USB's consensus estimate, increasing from $5.09 to $5.11 in the past 60 days. Looking at the next fiscal year, 5 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineTaking into account all of these elements, it should come as no surprise that USB is a #2 (Buy) stock with a Momentum Score of A. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep U.S. Bancorp on your short list.
A compromised maintainer account, 18 tainted npm packages, and a payload designed to siphon private keys and mnemonic phrases. That’s what Injective Labs was staring down on July 8, 2026. The good news: the malicious code was live for less than an hour, and by all accounts, nobody lost a dime.
The attack targeted @injectivelabs/sdk-ts, a package that sees roughly 50,000 weekly downloads, making it one of the more widely used tools in the Injective developer ecosystem. The compromised version, 1.20.21, was published through a hijacked GitHub account belonging to a trusted maintainer. It was built to extract wallet credentials and relay them to a fake endpoint cleverly designed to look like Injective’s own infrastructure.
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How the attack unfolded Attackers gained access to a maintainer’s GitHub account and used legitimate GitHub Actions to publish the poisoned update. Security firms Socket, OX Security, and StepSecurity identified the breach, which triggered a rapid response from the Injective team. The malicious version was deprecated, access to the compromised account was revoked, and a clean release, version 1.20.23, was pushed out. Total exposure window: approximately 49 minutes.
The compromised version was downloaded over 300 times before it was pulled. Across the @injectivelabs npm scope, 18 packages were affected, with security researchers flagging 87 downstream dependent packages that could theoretically have been exposed. Despite those numbers, Injective reported no actual user impact.
“No funds on the network are at risk,” Injective CEO Eric Chen said.
Why no users were hit The sub-hour exposure window is the single biggest factor. The 300-plus downloads represent a tiny fraction of the package’s typical weekly volume of 50,000. Many of those downloads were likely automated bots, mirror services, or security scanners rather than developers actively integrating the code into live applications.
Suspicious commits tied to the compromise reportedly began as early as June 8, 2026, a full month before the malicious package was published. That gap suggests either a slow-burn reconnaissance phase or early attempts that didn’t trigger automated alerts.
What this means for crypto developers and investors For developers building on Injective or any other chain, the practical takeaway is straightforward: pin your dependencies, use lockfiles, enable two-factor authentication on every account that touches your publishing pipeline, and monitor repository commits with the same vigilance you’d apply to your production servers.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Compromised Developer Account Triggers npm Supply Chain Attack@Injective Labs moved quickly to contain a software supply chain attack after hackers compromised a developer's GitHub account and used it to publish a malicious version of the protocol's TypeScript SDK on npm.
Security firm Socket detected a malicious @injectivelabs/[email protected] release published to npm with fake telemetry functionality that exfiltrates wallet private keys and mnemonic phrases. The malicious functionality was introduced through commits submitted by a GitHub account belonging to a developer with an established history of contributions to the repository.
The bad version, 1.20.21, was live on npm for under an hour on June 8, 2026, before the maintainer noticed and published a clean fix. The threat actor also published version 1.20.21 across 17 additional @injectivelabs scoped packages that depended on and pinned the malicious SDK version, exposing transitive users who may not have installed @injectivelabs/sdk-ts directly.
The malware activates when developers use SDK functions that generate or import wallet keys, rather than upon installation. Once those functions are called, the malware captures the full mnemonic seed phrase and private key and encodes the data in base64, exfiltrating it via an HTTP POST request to an Injective Labs public infrastructure endpoint to make the traffic appear legitimate.
Protocol Response and User Fund SafetyInjective CEO Eric Chen confirmed the affected npm releases had been deprecated and the issue was fixed, adding that no funds on the Injective network were at risk. No confirmed number of affected wallets has been released, and there is no public evidence that funds were stolen. The incident did not involve a breach of the Injective blockchain itself.
Independent security researchers, however, noted the response was not without caveats. Socket reported the malicious version of the package was downloaded 310 times before it was deprecated, not removed, and the malicious GitHub release artifacts remain available. Socket recommended upgrading to version 1.20.23, reviewing dependency chains, and treating any wallet credentials processed by the compromised releases as fully compromised.
The incident is part of a broader pattern targeting crypto developer tooling. Wallet compromises were the costliest crypto attack method in the first half of 2026, accounting for $444 million stolen across 33 cases, according to CertiK. Rather than attacking the blockchain directly, attackers targeted a trusted software component used by developers, a method commonly described as a software supply chain attack.
Sources:
Socket: Compromised Injective SDK npm Package Exfiltrates Wallet Keys
BleepingComputer: Injective SDK on npm Infected with Cryptocurrency Wallet Stealer
CoinTelegraph: Injective NPM Package Hacked to Steal Crypto Wallet Keys
Software supply chain attacks have become more common, with attackers increasingly targeting trusted developer tools instead of end users.
In the latest incident, attackers compromised a trusted Injective Labs software package to steal developers’ wallet credentials.
Source: Socket How did Injective SDK attack unfold? The attacker uploaded a malicious version of the TypeScript SDK, @injectivelabs/sdk-ts v1.20.21, to npm. The package was designed for building Injective applications, creating wallets, and signing transactions.
The attacker then gained access to a legitimate Injective Labs contributor’s GitHub account and distributed malicious commits. One test branch was named “test-backdoor-check.”
Under the guise of telemetry, the attacker published the compromised package to npm.
Instead of collecting usage data, the malware extracted private keys and mnemonic seed phrases. That gave attackers everything needed to recreate and seize victims’ crypto wallets.
On top of that, the compromise spread through transitive dependencies in 17 additional Injective packages that relied on the SDK.
The loophole that led to the breach The malicious code remained inactive during installation, helping it evade detection.
Instead, it executed only when developers used the fromMnemonic or fromHex wallet generation functions.
Around 50,000 downloads of the compromised package occurred each week. At least 87 other packages also depended on it directly.
The attacker also released 17 additional Injective packages pinned to the compromised SDK version, expanding the attack’s reach.
Source: Socket What’s more? Soon after, a clean version, v1.20.23, was made available. However, the compromised version was still available on npm as a deprecated package, and its release artifacts were still available on GitHub.
Hence, to avoid further such incidents, users should rotate all impacted credentials, create new wallets, and move their money.
This coincided with BonkDAO losing $20 million because of a “malicious governance proposal” making them the most recent victim of a crypto hack.
Final Summary The wrongdoer gained access to a legitimate Injective Labs contributor’s GitHub account and used it to distribute malicious commits. Developers were made vulnerable by the attack because of transitive dependencies in 17 additional injective packages.
Bitget has launched the SKHYUSDT perpetual contract.
According to official announcements, Bitget has launched the SKHYUSDT perpetual contract, with a maximum leverage of 20x, and contract trading bots will be available simultaneously.
2 hours ago
Bitget launches SK Hynix’s rSKHY for the first time, offering new users the chance to split an equivalent of $50,000 worth of stocks via trading.
According to official announcements, Bitget has launched its stock spot rToken for SK Hynix (rSKHY) as its first such offering. From now until July 17, users trading rSKHY will enjoy zero trading fees. Additionally, the platform has rolled out a dedicated new user campaign with a total prize pool of SK Hynix equivalent to 50,000 USDT. During the campaign, newly registered users who complete a net deposit of no less than 1,000 USDT and their first trade will randomly receive rSKHY worth between 10 and 88 USDT. New users participating in rSKHY trading who meet cumulative trading volume thresholds can unlock tiered stock rewards, with a maximum of rSKHY worth 888 USDT per individual. The campaign runs from July 10 to July 17.
2 hours ago
Over the past 24 hours, global crypto liquidations hit $236 million, with short positions making up the bulk of the liquidations.
According to Coinglass data, global crypto market liquidations reached $236 million over the past 24 hours, including $68.7 million in long-position liquidations and $167 million in short-position liquidations.
2 hours ago
Binance to List SKHYUSDT USDT-Margined Perpetual Contract
Per official announcement, Binance will launch the SKHYUSDT perpetual contract at 23:50 UTC+8 on July 10, 2026, with a maximum leverage of 50x.
2 hours ago
Empery Digital reduces its Bitcoin reserves by 1,400 BTC.
Empery Digital has reduced its Bitcoin reserves, selling 1,400 BTC for $87.1 million to support its AI data center project, repay debts, and cover legal fees. The company currently holds 1,514 BTC, valued at nearly $100 million.
Key Takeaways PLTR generated $1.3 billion in U.S. revenues during the first quarter of 2026, marking a 104% Y/Y increase.U.S. revenue growth accelerated from 55% in Q1 2025 to 104% in Q1 2026, highlighting strengthening demand.The sustained acceleration reflects rising adoption of Palantir's software. Palantir (PLTR - Free Report) continues to produce impressive financial results, but one metric deserves more attention than any other: U.S. revenue growth.
The company generated $1.3 billion in U.S. revenues during the first quarter of 2026, more than doubling from the year-ago quarter with a 104% increase. Delivering triple-digit growth at Palantir's current scale demonstrates that demand for its Artificial Intelligence Platform (AIP), Gotham and Foundry remains exceptionally strong.
Even more encouraging is the consistent acceleration in this metric. U.S. revenue growth improved from 55% in the first quarter of 2025 to 68% in the second quarter, 77% in the third quarter, 93% in the fourth quarter, and 104% in the first quarter of 2026. Rather than slowing as the business expands, Palantir continues to gain momentum, driven by growing adoption across both public-sector and commercial customers.
Although investors often focus on profitability, valuation, operating margins and cash flow, Palantir's U.S. revenue trajectory may be the clearest indicator of its competitive strength. Sustained triple-digit growth in its largest market suggests the company is still capturing market share and that customer demand remains far from saturated.
As long as Palantir continues delivering robust growth in its U.S. operations, the company is likely to remain one of the most compelling long-term growth stories in enterprise software.
What's Fueling Palantir's U.S. Momentum?Several structural trends are driving the company's remarkable domestic growth.
Artificial Intelligence adoption remains the biggest catalyst. Organizations are increasingly deploying AI across mission-critical workflows, creating strong demand for Palantir's AIP platform, which enables customers to operationalize large language models while integrating them with enterprise data and existing business processes.
The commercial business has become another major growth engine. More private-sector companies are adopting Palantir's software to improve decision-making, automate operations and enhance productivity, resulting in a rapidly expanding customer base.
At the same time, government demand remains robust. Palantir continues to deepen its relationships with U.S. defense, intelligence and civilian agencies, benefiting from rising investments in AI-enabled national security, defense modernization and data analytics.
The combination of expanding government contracts and accelerating commercial adoption has created a powerful growth flywheel that continues to lift overall U.S. revenues.
Peer ComparisonTwo of Palantir's most prominent AI software peers are Snowflake (SNOW - Free Report) and MongoDB (MDB - Free Report) , both of which are benefiting from enterprise AI adoption, albeit through different business models.
Snowflake continues to expand its AI-powered cloud data platform, helping enterprises consolidate, manage and analyze large volumes of data. As companies invest more heavily in generative AI, demand for AI-ready data infrastructure should continue supporting Snowflake's long-term growth.
MongoDB is strengthening its position in AI-driven application development through its flexible developer data platform. The company enables enterprises to build scalable, modern applications capable of supporting increasingly sophisticated AI workloads, positioning it to benefit from ongoing software modernization initiatives.
While all three companies are capitalizing on the AI revolution, Palantir currently stands apart because of the extraordinary acceleration in its U.S. business. The company's ability to more than double domestic revenues while simultaneously increasing its growth rate underscores the strength of customer demand and reinforces its leadership position in the rapidly evolving AI software landscape.
PLTR’s Price Performance & EstimatesThe stock has declined 27.5% year to date compared with the industry’s 6.5% fall.
Image Source: Zacks Investment Research
From a valuation standpoint, PLTR trades at a forward price-to-sales ratio of 33X, well above the industry’s 3.98X. It carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PLTR’s 2026 earnings has declined over the past 60 days.
PLTR currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SKHYV shares are moving. See the real-time price action here. A Mega IPO With Market-Wide ConsequencesStephen Callahan, trading behavior analyst at Firstrade, flagged the risks of such a large U.S. ADR listing in an exclusive conversation with Benzinga.
He warned that "such a big IPO and its huge supply of new shares will require a lot [of] liquidity from institutional capital," adding that "this money needs to come from somewhere."
After a year of aggressive inflows into AI and semiconductor names, that "somewhere" may increasingly mean existing winners.
Micron’s 22% Drop Raises Red FlagsMicron Technology Inc. (NASDAQ:MU) may already be showing signs of strain. Shares have dropped roughly 22% over the past two weeks, a move that stands out against a still-intact fundamental backdrop for memory demand.
Callahan suggests the weakness in Micron could be less about earnings outlook and more about positioning, noting that institutions "may need to sell off some chip and AI stocks to add SK Hynix to their portfolios."
The dynamic points to a classic supply-demand imbalance. A large, high-profile IPO effectively introduces new equity supply into an already crowded trade.
If institutional allocations to semiconductors and AI are near limits, adding SK Hynix exposure may force portfolio managers to trim elsewhere—particularly in names that have seen the biggest runs.
ETF Outflows Could Add PressureThat, in turn, may add another layer of selling pressure across related holdings, including Samsung and other index components.
The TakeawayMicron’s pullback may be the first visible crack in what has been a momentum-driven rally. If Callahan’s liquidity warning proves accurate, the SK Hynix listing could act as a near-term stress test — revealing just how much demand remains beneath the surface of the AI trade, and how much of it has already been fully allocated.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA 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.
Micron Technology, Inc. delivered extraordinary Q3 results, with 346% revenue growth and a 1,215% YoY EPS surge, far surpassing aggressive expectations. Pricing power is unprecedented, driven by tight supply and AI-driven demand, resulting in gross margins expanding 46 percentage points YoY to 85%. Strategic Customer Agreements lock in multi-year, non-cancelable commitments, significantly reducing cyclicality and enhancing business resilience.
AI continues to be top of mind for traders as SK Hynix sets its U.S. trading debut on the Nasdaq via ADR. @Stockstotrade's Tim Bohen turns to Micron (MU) as an opportunity in the AI memory space after a recent pullback in shares.
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Jim Cramer, the CNBC host and longtime market commentator, offered a measured take on X this morning that cuts through the noise around 2026’s most crowded AI trade: “Meta isn’t as rewarding as a Micron but it is still real money nonetheless.” As a former hedge fund trader, Cramer’s framing is worth unpacking because it captures a discipline that gets lost when one stock runs the way Micron has.
The comparison lands at a natural moment. Meta Platforms (NASDAQ:META | META Price Prediction) rallied 5.71% intraday on July 10, while Micron Technology (NASDAQ:MU) has become the poster child for the memory-in-the-AI-era thesis. Cramer’s argument is that owning the compounder can still be rational, even after the cyclical winner has already tripled.
Pillar 1: The Return Gap Is Real Cramer is acknowledging Micron’s run. The numbers are one-sided.
This infographic compares Meta Platforms and Micron Technology across returns, valuation, AI infrastructure investment, and analyst sentiment, illustrating why one analyst prefers Meta despite Micron’s strong performance. Metric META MU YTD -4.17% +247.66% 1-Year -13.55% +712.54% 5-Year +81.77% +1,191.71% Trailing P/E 22 21 Meta has actually trailed the market over the trailing 12 months, but the tone has shifted. Shares are up 8.12% over the past month and 8.33% over the past week, with the stock trading around $667.54. Micron sits near $980.81. On a 10-year view, Meta is still up 440.38%. That is the “real money” Cramer is referencing.
Pillar 2: Valuation and the Cycle Question Meta trades at a P/E of roughly 22, with a market cap of about $1.47 trillion. Micron, at a market cap near $1.11 trillion, screens at a similar trailing multiple of 21 and a forward multiple of 6. That gap between trailing and forward is the memory cycle in a nutshell: analysts model peak-earnings power today, and the historical playbook says supply eventually catches demand.
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Meta’s earnings are a different animal. Q1 2026 revenue climbed 33.1% to $56.31 billion, with operating margin around 41% and ad impressions up 19% year over year (per Meta’s SEC filing). The reported $10.44 EPS included a $3.13 per share tax benefit, leaving underlying operational EPS near $7.31. Still strong, but investors should back out the noise.
Pillar 3: The AI Infrastructure Engine The reason Meta remains “real money” in Cramer’s frame is what the company is doing with its cash. Management lifted 2026 capex guidance to a range of $125 to $145 billion, financing the buildout of Meta Superintelligence Labs and next-generation data centers out of an ad business that still produced $55.02 billion in Q1 alone. That capex, incidentally, is a big reason Micron’s order book is what it is (for investors thinking about the picks-and-shovels side of this trade, our 7 Stocks Powering the AI Boom report walks through the infrastructure supply chain).
Sell-side sentiment reflects the split. Meta carries an average price target of $828.17, with 49 buy and 8 strong buy ratings against 6 holds and no sells. Micron’s target sits near $1,486, but with a wider distribution that includes one strong sell.
The Disciplined-Investor Takeaway Chasing the biggest winner after the fact is a different exercise than owning a durable, cash-generative business. Meta’s 13.55% one-year drawdown and its capex burden are legitimate risks. So is the memory cycle risk baked into Micron’s forward multiple. Cramer’s point is that both can be real money, and an investor who owns Meta through this stretch is not making an obvious mistake because a different stock ran harder. Keep an eye on Meta’s Q2 report, where management’s guided $58 to $61 billion revenue range will show whether the ad engine is still funding the AI ambition without breaking stride.
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Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)
Transcript
Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Always great to talk to you on a Friday at Wall Street Roundup. Welcome back to the show. Talk to us. What is top of mind this week in July?
Brian Stewart: Great to be here. So pretty light week in terms of especially corporate news. We're coming off the July fourth holidays. It's kind of the summer doldrums in general. Just vacations everywhere on Wall Street. So in a way, not too much going on, not a lot of catalysts.
I think Iran was probably the biggest sort of macro headline guiding things this week, though I think we're all just sort of used to the fact that we're in some sort of dark situationship with Iran at this point. It's not clear what our relationship is or what it's going to be, but we're working it out.
I think that's going to continue for the foreseeable future. And I think the market has just sort of decided to not think too hard about it unless something really concrete, either good or bad, takes place.
Meanwhile, on on sort of the the AI front, I think the big news this week was SK Hynix (SKHYV), it's a South Korean memory chipmaker, is preparing its IPO, it raised $26.5 billion of selling its ADRs, priced at $149 a share per ADR. I mean, scheduled to start trading on Monday. So that's gonna be a good litmus test of the amount of demand that's that's out there for for new AI issuances.
Micron (MU), just as sort of a comparison, is down about 22% from the highs it reached about two weeks ago. So it hit highs just as earnings were coming out and has been kind of drifting off that lately.
So there's some signs that there there might be kind of the the AI, at least in sort of the memory chip area, might have overstretched a little bit so I think SK Hynix will be a good test of where we're at.
Rena Sherbill: Will it also show us more insight into the American players and and how that's working out and the division between what's happening in America and what's happening over in Asia?
Brian Stewart: Yeah, I think the more information we have, the better in terms of that.
Every way you can carve up the AI trade, I think is useful for investors. Because I think that's been the conversation that's been going on on Wall Street is the sort of a realization I think 2026 is the realization that there's gonna be winners and losers in the AI trade rather than just all lines go up situation. So I think the more that we can look at all the different ways in which the market is operating.
Along those lines, Taiwan Semiconductor (TSM) has earnings next week. Next week is the beginning of earnings season. Financial stocks are going to be in the real spotlight, but just in terms of tech, Taiwan Semi is going to be the big name that's releasing next week.
So in terms of just getting a glimpse of the Asian situation as it comes to chips and AI, I think those are both going to be important pieces of information.
Rena Sherbill: And speaking of that AI trade and and straight lines don't only go up. Micron (MU) was down this week. And for those interested in the quant perspective, we had a talk with Steve Cress this week about. That was one of his main picks of the year and a little update there on how it's doing.
But yeah, what would you say about Micron and its place in the market and and what it portends for investors on the tech side of things?
Brian Stewart: It's interesting to me how volatile Micron has gotten on a day-to-day basis and and not really requiring a catalyst to move around. You know, if you just look back at the last say two, three weeks of the daily, the daily change in Micron, you'll see down 10%, up five percent, down six percent, just sort of bouncing around in a in a very high beta way.
So I think that just points to the overall jitteriness of the market, like every kind of wind blowing in one direction or another is really catching sail, I guess is the metaphor that I'm stumbling towards. But yeah I think the world we're in a year, 18 months ago, where AI was definitely the future just as much money as you can you know shake out of the mattress and find in your old pants pockets, put it into AI and it'll eventually work out.
I think that people are a little less sure that that's the case. I think there's an argument to be made that that a lot of the the benefit of AI, at least in the near term, has already been priced into a lot of these stocks and everyone's kind of looking around to see either confirmation of that or some sign that no, actually there's another substantial near term growth possibility out there.
Rena Sherbill: Yes, lots to be paying attention to along the way. What other stock specific news do you have for us?
Brian Stewart: So just check in on the consumer. Like I said, there there wasn't a lot of earnings, especially this week, but we did get PepsiCo (PEP) announcing its earnings, it dipped three percent following results.
Revenue beat expectations, it was helped by overseas strength. how are the the company warned that the consumer is feeling the pinch of higher prices and especially in impulse buys?
So there's just kind of a rising a rising wallet consciousness among consumers that Pepsi's pointing out. People are getting a little bit more strict about their budgets. They're not sort of willing to grab that Pepsi on the on the way out of the store kind of situation.
And then on kind of a similar front, but kind of the opposite bit of news. Delta (DAL) also dipped after its earnings, but it was able to overcome higher fuel prices through higher prices and and it specifically pointed to strong travel demand.
So you have Pepsi kind of warning about about consumers not not having as much money as they used to and and pulling back on purchases. And you have Delta saying that there's strong travel demand.
Now this could point to sort of a bifurcation among consumers because obviously, you know, people who are booking vacations and and traveling a lot for either business or pleasure you know, are probably higher income consumers where you know Pepsi is snacks and and sodas and and things like that.
So they might be operating in sort of the lower income areas. So you might see that split being kind of put into action there. But there there are some signs of caution about the impact that inflation is having on overall spending.
Rena Sherbill: Anything else, Brian, for this week?
Brian Stewart: No, just looking ahead, earnings season, like I said, is coming up.
Financials are gonna be in focus. You have stocks like Citi (C) and Goldman (GS) and JPMorgan (JPM), Bank of America (BAC), Wells Fargo (WFC) all reporting early next week, starting Tuesday and kind of rolling into the rest of the week. Financials have had a pretty good run lately.
They're up about seventeen percent. I'm looking at the (XLF) right here, up about seventeen percent since March, which was sort of the high point of Iran concern was in sort of the mid to late March period. So you see a lot of stocks hit kind of a near-term multi-month low in the the March time period.
Since that point, you see the financials are up pretty strongly. They're not quite to where they were in January, which was their high for the year, but they're almost there. So overall some excitement, but I also think a wait and see attitude going into the earnings reports.
There's also a split within the sector. So you see like Citigroup and Goldman are both up about twenty percent year to date, but meanwhile Wells Fargo's down six percent and JP Morgan and Bank of America are both up, but to a lesser degree.
So there are stock picking situations going on in financials. So I think we're gonna get lot of information from them next week and it's gonna kind of set the stage for whatever's happen.
Rena Sherbill: We had Clem Chambers on Investing Experts, and he was talking about going down the value chain to wit these financial stocks. I'm just gonna quote for a second. I'd be happy to hear your thoughts if you have any afterwards. So he says,
There are other stops on that chain of value in AI, and I think people haven't put two and two together just yet. For example, Goldman Sachs. I mean, what a wonderful company. Pays a nice dividend, cheap as chips. I mean, way cheaper than chips at this point. Chips are expensive now. And who's going to be doling out all this investment money? Who's going to be doling out all the money that they're going to have to print to onshore American industry to build out AI? It's going to be those investment banks again, isn't it?
If you have any thoughts, happy to hear them. But I thought that was a a a really nice take on a oversaturated, you know, stock picking kind of market. I thought that was an insightful point that I hadn't heard before.
Brian Stewart: In terms of of Goldman and AI and just sort of who the winners are gonna be, I do think that that's part of that conversation I was talking about before about winners and losers and kind of looking under the hood or looking into the future, and okay, so who's next?
We know that this is going to be a super powerful tool. We've been very focused on the infrastructure play and maybe sort of the next level, the hyperscalers and things like that. But there's lots of companies whose businesses are going to change dramatically in ways that are gonna make them extremely more profitable in the future. And so finding that next wave I think, it's part of the discussion that's coming next.
Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.
Throughout the massive growth of artificial intelligence and the infrastructure that powers it, Taiwan Semiconductor Manufacturing (TSM 0.04%) has been a consistent winner. TSMC, as it’s known, is the world’s largest chip foundry, producing advanced semiconductors for Nvidia, Advanced Micro Devices, Broadcom, and many others.
TSMC holds a dominant 73% market share in the global foundry market, with second-place Samsung at only 7%. But a Japanese company, Rapidus, is taking aim at TSMC, with plans to mass-produce advanced 2 nm chips while undercutting TSMC on price.
TSMC started producing 2 nm chips this year, and they’re reportedly priced at $30,000 per wafer. Rapidus, which is reportedly in talks with more than 60 companies, would reportedly price its 2 nm process at about $21,000 per wafer, but the company doesn’t plan to enter production until 2027.
Can Rapidus really pose a threat to TSMC’s dominance? I don’t think so, and here’s why.
Image source: The Motley Fool.
TSMC's track record can’t be touchedIt’s hard to overstate the impact that TSMC has had on the industry. Nvidia CEO Jensen Huang has repeatedly praised the company -- in a 2025 news conference, he was nearly gushing: "They are a world-class foundry and support customers of diverse needs. You can't overstate the magic that is TSMC," he said. And during a visit to Taiwan, he called TSMC “one of the greatest companies in the history of humanity.”
One reason for TSMC’s dominance is its open innovation platform, which the company uses to collaborate with customers in their chip designs. TSMC says that through its platform, the company has been involved with 85% of global start-up semiconductor prototypes. In all, TSMC produced more than 12,600 different products in 2025 using 305 separate process technologies.
TSMC also excels at making chips with more advanced process nodes, meaning that designers can pack more of them on individual chips to make them more powerful. In the first quarter, 25% of TSMC’s revenue came from building 3 nm chips and 36% came from building 5 nm chips. That’s a big change from 2023, when only 6% of TSMC’s revenue came from 3 nm chips and 33% came from 5 nm chips. It hasn’t yet reported 2 nm sales, but those will likely be discussed when TSMC files its second-quarter earnings on July 16.
TSMC’s revenue in the first quarter was $35.9 billion, up 40.6% from a year ago. And it forecasts revenue between $39 billion and $40.2 billion, with an operating profit margin between 56.5% and 58.5%.
The challenges facing RapidusLaunched in 2022 with the backing of the Japanese government, Rapidus will be hard-pressed to break through TSMC’s dominance. Not even established chipmakers like Samsung or Intel have been able to gain meaningful market share.
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Rapidus has only a pilot line in operation and plans to open a second fab next year as it ramps up. But it still needs to prove it can manufacture at scale while making a reasonable profit. Management already seems to be hedging on the possible price, stating in a news release that “semiconductor prices vary significantly depending on the specifications of the products ordered by semiconductor design companies and are subject to fluctuations due to factors such as exchange rates.”
So, even if Rapidus can match or just slightly undercut TSMC prices, would major companies have an incentive to switch suppliers? It’s unlikely.
Top semiconductor companies don’t choose their manufacturing partners based on price alone. TSMC has proven itself a reliable partner that delivers high-quality work at scale -- work that has helped Nvidia, Broadcom, AMD, and other chip companies soar to new heights. TSMC will have more than a year of mass-producing 2 nm chips before Rapidus can even get started.
Even with the backing of the Japanese government, it’s highly unlikely that Rapidus will pose a threat to TSMC, and investors shouldn’t be concerned about its undercutting strategy.
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Leaderboard Quarterly Scorecard Webinar Q&A Summary For Thursday, July 9, 2026 Financial stocks dominate the earnings calendar in the coming week, including Goldman Sachs (GS) and JPMorgan (JPM) early Tuesday. But semiconductor names like ASML (ASML) and Taiwan Semiconductor (TSM) are also on the docket. TSMC stock has been riding its 21-day exponential moving average higher after breaking out of a cup-with-handle base on April 22. Netherlands-based ASML, a member of…
Abbott Laboratories (NYSE:ABT | ABT Price Prediction) and Danaher (NYSE:DHR) both closed the books on Q1 2026 with very different stories. Abbott leaned on consumer-facing devices and diagnostics that sit inside pharmacies and homes. Danaher leaned on bioprocessing tools and lab equipment sold to drugmakers. One business feels recession resistant. The other depends on capital spending decisions inside biotech.
FreeStyle Libre Carries Abbott. Cepheid Drags Danaher. Abbott’s Medical Devices segment hit $5.539 billion, up 13.2%, with FreeStyle Libre continuous glucose monitors alone bringing in $2.08 billion. That is a device sold to millions of everyday diabetics, and CEO Robert Ford told investors the addressable market sits at “between 70 million and 80 million people” globally against roughly 10 to 12 million users today. Cologuard, absorbed through the $21 billion Exact Sciences deal closed March 23, grew mid-teens.
Danaher’s picture is messier. Diagnostics core sales fell 4.0% as Cepheid respiratory revenue dropped roughly 25% year over year on a soft flu season. Bioprocessing equipment declined modestly, though CEO Rainer Blair pointed to “orders growth of more than 30%, marking the first quarter of year-over-year equipment order growth in nearly 2 years.” Encouraging, but customer wallets stay tight.
Consumer Cash Flow Versus Capital Equipment Cycles Lens Abbott Danaher Core Bet Consumer medical devices, CGM, cancer screening Bioprocessing tools, lab instruments, diagnostics Growth Engine FreeStyle Libre, Cologuard, Electrophysiology Cytiva bioprocessing consumables Main Vulnerability Nutrition volume, FX, tariffs Biotech capex cycle, respiratory seasonality Abbott’s growth reads like a consumer staples business dressed as healthcare. Rhythm Management posted its third consecutive quarter of double-digit growth, and Ford framed Cologuard’s edge against a “fixed amount of colonoscopy capacity”. Danaher’s fortunes depend on when biotech customers greenlight new bioreactor lines. Nutrition remains Abbott’s soft spot at -6.0%, which I would not ignore.
The Next Test Is Biotech Capex Danaher raised its full-year adjusted EPS band to $8.35 to $8.55 and guided Q2 adjusted operating margin near 26.5%. The Masimo acquisition adds patient monitoring, but integration risk is real. Abbott guided full-year comparable sales growth of 6.5% to 7.5% and Q2 adjusted EPS of $1.25 to $1.31. Polymarket traders currently assign a 32% probability that Abbott’s Q2 comparable sales growth lands in the 8% to 10% range.
Why I Lean Toward Abbott Right Now I want the business that gets paid whether or not biotech venture funding thaws. Abbott sells sensors, screening tests, and cardiac devices to patients and insurers, and it just paid its 409th consecutive quarterly dividend in a 54th consecutive year of increases. Shares are down 26.76% year to date, a notable drawdown against the CGM runway.
Danaher fits a different investor. For investors who believe the bioprocessing order rebound is real and durable, DHR trades at $190.48, offering leverage to that recovery. The consumer cash flow engine looks more durable today, with Danaher worth revisiting once brownfield projects convert into greenfield builds.
Key Takeaways TXN's Embedded processing revenues rose 12% to $723 million in Q1'26, while profit more than tripled.Texas Instruments benefits from rising chip use in factories, vehicles, medical devices and networks.TXN's Internal 300-mm wafer production lowers costs and improves supply reliability as demand recovers. Texas Instruments Incorporated’s (TXN - Free Report) embedded processing business has returned to healthy growth, raising hopes that the segment can remain an important driver of the company’s long-term performance. Although the analog business remains the largest contributor, embedded processing is benefiting from improving industrial demand and increasing semiconductor content across connected devices, vehicles and factory automation.
In the first quarter of 2026, embedded processing revenues increased 12% year over year to $723 million. The segment’s operating profit more than tripled to $122 million from $40 million a year earlier, reflecting stronger sales and better factory utilization. The recovery shows that customer inventory adjustments are easing and end-market demand is gradually improving.
Texas Instruments is well-positioned to benefit from long-term growth trends. Its portfolio of microcontrollers and processors is widely used in industrial equipment, automotive systems, medical devices and communications infrastructure. Growing adoption of smart factories, advanced driver-assistance systems and connected industrial equipment is expected to increase demand for embedded chips over the coming years.
The company also benefits from its manufacturing strategy. Greater use of internally produced 300-millimeter wafers helps lower production costs while improving supply reliability. This gives Texas Instruments an advantage in serving customers during periods of rising demand.
However, management remains cautious about the second half of 2026 due to macroeconomic uncertainty and uneven demand across some markets. Automotive demand also remains mixed in certain regions. Even so, improving industrial activity, growing automation investments and expanding applications for embedded processors provide a favorable backdrop.
If these trends continue, Texas Instruments’ embedded business appears well-positioned to extend its double-digit growth run and contribute meaningfully to overall revenue and profit growth. The Zacks Consensus Estimate for TXN’s 2026 embedded processing revenues is currently pegged at $3 billion, indicating 11.4% year-over-year growth.
How Rivals Fare Against TXN in the Embedded Chip MarketMicrochip Technology Incorporated (MCHP - Free Report) and NXP Semiconductors N.V. (NXPI - Free Report) are two leading competitors of Texas Instruments in the embedded processing market.
Microchip Technology offers a broad portfolio of microcontrollers, microprocessors and connectivity solutions used in industrial automation, automotive electronics and aerospace applications. The company is benefiting from broad-based demand improvement across end markets, stronger customer engagement and normalization of inventory levels across its supply and distribution channels. In the last reported financial results for the fourth quarter of fiscal 2026, Microchip Technology’s revenues surged 35% year over year to $1.31 billion.
NXP Semiconductors is another strong rival, with a leading position in automotive processors, secure connectivity and industrial embedded systems. Automotive accounts for more than half of NXPI’s revenue, supported by growing semiconductor content in electric vehicles and advanced driver-assistance systems. NXP Semiconductors is also expanding its edge AI and industrial IoT offerings to capture long-term growth opportunities. However, softer vehicle production in Europe and China has weighed on near-term sales. In the first quarter of 2026, NXP Semiconductors’ revenues increased 12% year over year to $3.18 billion.
TXN’s Price Performance, Valuation and EstimatesShares of Texas Instruments have soared 77.8% year to date compared with the Zacks Semiconductor - General industry’s 19.3% growth.
From a valuation standpoint, TXN trades at a forward price-to-earnings ratio of 37.43, significantly higher than the industry’s average of 22.65.
Texas Instruments Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Texas Instruments’ 2026 and 2027 earnings implies a year-over-year increase of 40.6% and 14.4%, respectively. Estimates for 2026 have remained unchanged over the past 60 days, while estimates for 2027 have been revised upward during the same time frame.
Image Source: Zacks Investment Research
Texas Instruments currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering RTX (RTX - Free Report) , which belongs to the Zacks Aerospace - Defense industry.
This an aerospace and defense company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 11.63%.
For the last reported quarter, RTX came out with earnings of $1.78 per share versus the Zacks Consensus Estimate of $1.52 per share, representing a surprise of 17.11%. For the previous quarter, the company was expected to post earnings of $1.46 per share and it actually produced earnings of $1.55 per share, delivering a surprise of 6.16%.
Price and EPS Surprise
For RTX, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
RTX currently has an Earnings ESP of +2.02%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 23, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Key Takeaways Intuit repurchased $3.37B of stock in the first nine months and approved a new $8B buyback authorization.INTU generated $7.51B in operating cash flow, supporting buybacks, dividends and growth investments.Intuit expanded lending, sold $1.4B of business loans and continued investing across AI and core platforms. Intuit's (INTU - Free Report) strong cash generation is enabling it to aggressively invest in growth while returning substantial capital to shareholders. In third-quarter fiscal 2026, the company repurchased $1.6 billion of stock, more than double the prior-year quarter. During the first nine months, it bought back 6.6 million shares for $3.37 billion, up more than 60% year over year.
The board also approved a new $8 billion repurchase authorization, underscoring confidence in the company's long-term prospects. Repurchases reduced shares outstanding to about 273.5 million by May 14, despite 1.7 million shares issued under employee stock plans, resulting in a meaningful net decline in the share count.
Intuit returned roughly $4.4 billion to its shareholders through buybacks and dividends during the first nine months of fiscal 2026, while operating cash flow climbed 29% year over year to $7.51 billion, comfortably funding these returns. The company ended the quarter with about $6.8 billion in cash and investments, and $6.2 billion of debt.
At the same time, Intuit continued investing heavily in AI, TurboTax Live, QuickBooks Online, Intuit Enterprise Suite, payments, payroll, business lending, Credit Karma and mid-market expansion. Research and development spending rose 18% to $2.52 billion, while selling and marketing expenses increased 13% to $4.27 billion.
The company also expanded its lending business, with loan originations and purchases reaching $4.93 billion. Although credit-loss provisions increased, Intuit sold about $1.4 billion of business loans to institutional investors, helping manage balance-sheet risk while supporting continued growth.
How Are INTU’s Competitors Returning CapitalH&R Block (HRB - Free Report) raised its quarterly dividend 12% to 42 cents per share and maintains a $1.5 billion share repurchase authorization. Over the past eight years, HRB has reduced its share count by more than 40% through aggressive buybacks, highlighting HRB's strong focus on shareholder returns.
Automatic Data Processing (ADP - Free Report) is an active dividend payer. It has increased its dividend annually for roughly 50 consecutive years. ADP's current annualized dividend is approximately $6.80 per share, based on a quarterly payout of $1.70. ADP also conducts share repurchases, complementing dividends with buybacks while continuing to invest in cloud payroll, HR software and AI-enabled services.
INTU’s Price Performance, Valuation and EstimatesShares of Intuit have fallen 0.4% over the past month, outperforming the broader industry and underperforming the S&P 500 Index.
Image Source: Zacks Investment Research
In terms of forward 12-month Price/Sales (P/S), Intuit is currently trading at 3.15X, which is at a discount to the industry average of 5.21X.
Image Source: Zacks Investment Research
Intuit’s estimate revisions reflect a positive trend. The Zacks Consensus Estimate for fiscal 2026 EPS has been revised upward by a cent to $23.86 over the past 30 days. The consensus estimate for 2026 calls for 18.4% growth year over year.
Image Source: Zacks Investment Research
Currently, Intuit carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction), and every quarter Hock Tan gives me a fresh reason to do it again. I own the boring chipmaker, keep adding on weakness, and the last four quarters keep telling me I am not early enough.
The thesis: every AI cluster needs custom accelerators and Ethernet fabric before GPUs can talk to each other. Broadcom sells that wiring under multi-year commitments that turn a volatile silicon cycle into something closer to a toll road.
The Data Doing the Arguing AI semiconductor revenue hit $10.80 billion in Q2 FY2026, up 143% year over year, and Tan guided Q3 to $16 billion, up over 200% year on year. He put full-year 2026 AI revenue at $56 billion and fiscal 2027 at in excess of $100 billion. Q2 AI bookings landed at over $30 billion against $10.8 billion shipped, which is why he said visibility “extends into 2028.”
Q2 free cash flow was $10.26 billion, or 46% of revenue. Adjusted EBITDA margin ran at 69%. Operating income rose 85.07% year over year on 48% revenue growth. Cash on the balance sheet climbed to $19.63 billion, up 107.22% year over year, while total liabilities fell 3.76%.
The dividend was raised 10% in Q4 FY2025 to $0.65 per share, marking 15 consecutive annual increases since fiscal 2011. A fresh $10 billion buyback was authorized in March 2026, and management already put $7.8 billion of that to work in Q1. Eight straight EPS beats round it out.
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Why Not the Obvious Names Why not just pile into NVIDIA (NASDAQ:NVDA) or Advanced Micro Devices (NASDAQ:AMD) or Marvell Technology (NASDAQ:MRVL)? First, none pair AI exposure with a 15-year rising dividend the way Broadcom does, and my retirement account needs the income compounding. Second, Broadcom is the counterparty for custom silicon hyperscalers build instead of buying merchant GPUs, with named commitments from Google, Meta, OpenAI, and Anthropic, including a 1.3-gigawatt OpenAI deployment in 2027 and a 3-gigawatt Meta program through end of 2028. Own the toll booth, and you are indifferent to which car wins the race.
The Risk I Am Not Dismissing Concentration is real. A handful of hyperscalers drive the AI number, and the filing flags “dependence on limited number of significant customers” as a risk. What keeps me buying is the backlog shape: $30 billion of Q2 bookings and gigawatt commitments stretching into 2028 look less like a single-quarter demand pulse and more like a build-out schedule.
Insiders have been net sellers over the past 90 days. Retail chatter on the Apple extension stayed muted while the stock rose 11.28% in a week and 45.4% over the past year. Analyst consensus target sits at $523.73, with 44 buy or strong buy ratings and zero sells. I will keep buying Broadcom until Hock Tan stops raising the AI number.
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The Charles Schwab Corporation (SCHW - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for Charles Schwab basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For Charles Schwab, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Charles SchwabThis company is expected to earn $6.19 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Charles Schwab. Over the past three months, the Zacks Consensus Estimate for the company has increased 5.1%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Charles Schwab to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? General Dynamics (GD - Free Report) , which belongs to the Zacks Aerospace - Defense industry, could be a great candidate to consider.
When looking at the last two reports, this defense contractor has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 6.44%, on average, in the last two quarters.
For the most recent quarter, General Dynamics was expected to post earnings of $3.68 per share, but it reported $4.1 per share instead, representing a surprise of 11.41%. For the previous quarter, the consensus estimate was $4.11 per share, while it actually produced $4.17 per share, a surprise of 1.46%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for General Dynamics. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
General Dynamics currently has an Earnings ESP of +5.05%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 29, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Bunge Global (BG - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for Bunge Global basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For Bunge Global, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Bunge GlobalFor the fiscal year ending December 2026, this agribusiness and food company is expected to earn $9.61 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Bunge Global. Over the past three months, the Zacks Consensus Estimate for the company has increased 17.4%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Bunge Global to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Over the past few weeks, oil prices have decreased as geopolitical tensions in the Middle East have eased. While that's great news, this is still an evolving situation, and we can't say for sure that we are out of the woods. It is still possible that the economy will enter a recession relatively soon, and if it does, it may drag down broader equities along with it. Investors can prepare for this by buying shares in companies that perform relatively well even during economic downturns. Let's consider two stocks that fit the bill: CVS Health (CVS +1.29%) and Gilead Sciences (GILD 3.79%). Read on to find out why these two healthcare leaders are great picks to prepare a well-diversified portfolio for a recession.
Image source: Getty Images.
1. CVS Health Although it is best known as a pharmacy chain operator, CVS Health has a diversified healthcare business that spans primary care and health insurance, and it is also a leading pharmacy benefits manager. The company's operations are fairly defensive and can perform relatively well even during recessions. Take CVS' insurance business. Health insurers tend to experience steady demand even as the economy weakens, since patients continue to seek medical services regardless of economic conditions.
CVS Health also has significant exposure to government-sponsored healthcare plans. While that comes with some risks, one advantage is that government programs can be somewhat resilient during recessions (although they are by no means recession-proof). CVS Health's other businesses display similar characteristics, making it an attractive stock to buy during recessions.
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Meanwhile, despite encountering some headwinds in recent years, CVS Health has bounced back. The company's financial results have improved as it has found a way to better control rising expenses and shrinking margins within its Medicare Advantage business. Further, the company has attractive long-term prospects, given its diversified healthcare operations, competitive advantages from several sources -- including steep barriers to entry in the insurance industry -- and the expectation that healthcare spending will increase over the long run as the world's population ages.
Finally, CVS Health is a solid dividend stock. It offers a forward yield of 2.6%, compared to the S&P 500's average of 1.1%, and it has increased its payouts by 56.5% over the past decade. CVS Health is an attractive dividend stock to buy for investors worried about a coming recession.
2. Gilead Sciences Gilead Sciences is a leading drugmaker. The company is known for its work in the market for HIV medicines, where it is one of the top players thanks to therapies like Biktarvy (the top prescribed HIV regimen in the U.S.) and Descovy for PrEP. Over the past few years, it has also made progress within its oncology business. Gilead Sciences should see consistent demand for its products even in an economic downturn. HIV patients take medicines for the rest of their lives.
Frequent missed doses can lead to significant health problems. Additionally, for most patients, third-party payers cover much of the bill. We could say something similar about Gilead Sciences' oncology business. Some may argue that top-line growth has been slow for the company in recent years.
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Demand for the company's Veklury, a COVID-19 treatment, has been fairly inconsistent. However, Gilead Sciences' pipeline should help address this problem. Relatively recent launches -- such as Livdelzi, a medicine for primary biliary cholangitis (a chronic autoimmune disorder) -- and future ones, like anito-cel, an investigational cancer medicine that could earn approval by year-end, could help boost its financial results. Gilead Sciences has a deep pipeline, and its most important medicine, Biktarvy, won't lose patent exclusivity for another decade. Finally, the company offers a forward yield of 2.4% and has grown its payouts by 74.5% over the past 10 years. Gilead Sciences could help stabilize investors' portfolios in a recession.
Key Takeaways PANW added 110 new platformized customers in Q3 2026, bringing the total to about 2,280 customers.PANW is expanding its platform with CyberArk and Chronosphere to strengthen security capabilities.PANW targets more than 4,000 platformized customers and $20 billion in Next-Generation Security ARR by 2030. Palo Alto Networks (PANW - Free Report) is focusing on its platformization strategy, which involves getting its customers to adopt multiple PANW products spanning across network, cloud and endpoint security, under a unified platform approach. In the third quarter of fiscal 2026, the company added 110 new platformized customers, including 20 from the CyberArk and Chronosphere acquisitions. Total platformized customers reached approximately 2,280 at the end of the third quarter.
Platformized customers continue to show strong spending and retention trends. PANW's platformized customers currently have a 120% net retention rate and single-digit churn. This means existing customers continue to buy more PANW products over time, while very few leave the platform. During the third quarter, the company shared examples of customers expanding their deployments. A large U.S. power producer adopted next-generation firewalls and SASE in an $80 million deal, while a global consulting company signed a contract worth more than $20 million to use Prisma AIRS for securing its AI applications and agents.
PANW is also expanding its platform through acquisitions. The CyberArk acquisition adds identity security, while Chronosphere strengthens its observability capabilities. The company has already launched around 1,000 cross-selling engagements related to CyberArk. Management believes these additions will help customers manage network security, cloud security, identity security, AI security and security operations from a single platform instead of using multiple vendors.
Platformization is central to PANW's long-term financial goals. The company aims to reach more than 4,000 platformized customers and $20 billion in Next-Generation Security annual recurring revenues by fiscal 2030. If adoption continues to rise, PANW's platformization strategy could remain one of the most important contributors to the company’s long-term growth. The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates a year-over-year increase of around 23.7% and 20.2%, respectively.
How Competitors Fare Against PANWCompetitors like CrowdStrike (CRWD - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
CrowdStrike ended its first quarter of fiscal 2027 with $5.51 billion in ARR, reflecting 24% year-over-year growth. The robust increase was fueled by the growing adoption of CrowdStrike’s Falcon Flex subscription model.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
PANW’s Price Performance, Valuation & EstimatesShares of Palo Alto Networks have jumped 83.4% in the year-to-date period compared with the Zacks Security industry’s return of 61.2%.
PANW’s YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 20.31X compared with the industry’s average of 18.07X. The Zacks Value Score of F also suggests that PANW stock is overvalued.
PANW Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Palo Alto Networks’ fiscal 2026 and 2027 earnings implies year-over-year growth of 12.9% and 8.1%, respectively. The estimates for fiscal 2026 and 2027 have been revised up by 6 cents and 8 cents, respectively, over the past 60 days.
Image Source: Zacks Investment Research
Palo Alto Networks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
New York, New York--(Newsfile Corp. - July 10, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Roblox securities between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/RBLX.
Roblox Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants overstated Roblox's organic growth potential and the Company's ability to sustain "tremendous organic growth" following the rollout of its age verification features; Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings; as a result of these undisclosed trends, Roblox's growth rates were expected to decline more sharply than represented; and as a result of the foregoing, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Roblox Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/RBLX, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Roblox you have until August 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Roblox Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Roblox Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300893
Source: Bronstein, Gewirtz & Grossman, LLC
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SAN FRANCISCO, July 10, 2026 (GLOBE NEWSWIRE) -- National shareholder rights firm Hagens Berman is investigating claims alleged in a pending securities class action suit against Roblox Corporation (NYSE: RBLX) and its management following disclosures that the company’s age verification rollout caused significant, undisclosed friction to its user growth and platform engagement.
SUBMIT YOUR RBLX LOSSES TO HBSS NOW
The firm’s investigation focuses on the suit’s claims that Defendants misled investors regarding the operational consequences of the safety-focused initiatives the company had purportedly implemented.
Allegations Concerning Age Verification and Growth:
The suit follows a sharp decline in Roblox’s share price on May 1, 2026, after the company reported its Q1 2026 financial results. The core allegations, which have emerged in recently filed complaint against the company, contend that Roblox failed to disclose that its age-check rollout:
Reduced Platform Engagement: The age verification features hindered on-platform communication, leading to a decline in user interaction.Negatively Impacted Organic Growth: The friction caused by these features resulted in lower app store ratings and a corresponding reduction in organic user sign-ups.Misrepresented Growth Potential: Throughout the class period (October 30, 2025 – April 30, 2026), Roblox characterized the rollout as a “gold standard” implementation while allegedly knowing it would lead to a significant slowdown in user growth. Key Disclosures and Market Impact
April 30, 2026: Roblox revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance and severely cut its 2026 bookings growth. The company blamed its dismal results on just 51% of Roblox global DAUs having age checked. The company further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.Market Correction: The news caused Roblox shares to fall $10.13, or approximately 18.33%, on May 1, 2026, erasing over $6.7 billion in market capitalization. Hagens Berman’s Investigation
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors about it,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
Investor Rights and Lead Plaintiff Deadline
Hagens Berman is currently evaluating the claims alleged in the suit brought on behalf of a putative class of investors who purchased Roblox securities between October 30, 2025, and April 30, 2026. If you suffered financial losses on RBLX during the class period, you are encouraged to contact our office to learn more about your legal rights and the ongoing class action litigation. The court-imposed deadline to move for appointment as lead plaintiff is August 7, 2026.
Report your losses nowContact Our Attorneys: [email protected] Hotline: 844-916-0895Hagens Berman’s Roblox Page: www.hbsslaw.com/cases/roblox If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Spotify Technology SA (NYSE:SPOT) is expected to post accelerating revenue growth in the second quarter, according to UBS, with results likely to come in largely in line with management's outlook on the back of price increases and stable gross margins.
The bank forecasts second-quarter revenue of €4.8 billion, up 15.6% on a foreign exchange neutral basis, compared with 14.2% growth in the first quarter.
UBS expects 6 million premium net additions, down from 8 million a year earlier, citing longer conversion times tied to new free tier features, a shift in campaign marketing timing and a tougher iOS comparison.
Premium average revenue per user is expected to grow 8.1% year over year on an FXN basis, while advertising revenue growth is expected to improve as the company laps lower podcast inventory from last year, with further acceleration anticipated in the second half as self-serve and programmatic channels expand.
UBS forecasts gross margins expanding 160 basis points year over year to 33.1%, and operating income of €634 million for the quarter.
Looking further out, UBS is largely maintaining its 2026 estimates, projecting €19.4 billion in annual revenue, up 14.3% FXN, and gross margins of 33.3%. The bank expects free cash flow of €3.4 billion in 2026, up 18% year over year, and anticipates Spotify will ramp up share buybacks following the cash repayment of its convertible notes in March.
UBS rates Spotify shares Buy and lowered its price target to $690 from $735, reflecting slightly lower EBITDA estimates on higher opex and a reduced forward multiple. The bank pointed to new AI tools and premium tier offerings as potential drivers of deeper user engagement and improved premium conversion over the medium to long term.
Coinbase (NASDAQ: COIN | COIN Price Prediction) and MicroStrategy (NASDAQ: MSTR) both reported Q1 2026 earnings in early May, and the results expose two very different bets on crypto. Coinbase is building a fee-driven trading and stablecoin platform. MicroStrategy is a leveraged bitcoin holding company with legacy software attached. With bitcoin down 26.66% YTD, the contrast matters more than ever.
Fee Engine Bends. Treasury Bet Breaks. Coinbase posted Q1 revenue of $1.41 billion, down 30.54% YoY, with an EPS loss of -$1.49 driven by a $482.4 million markdown on crypto held for investment. The bright spot: subscription and services delivered $583.5 million, or 44% of net revenue, including $305 million in stablecoin revenue. Adjusted EBITDA stayed positive at $303.3 million, the 13th straight positive quarter.
MicroStrategy reported revenue of just $124.30 million and an EPS of -$38.25, missing the -$18.98 consensus by 101.5%. The quarter included a $14.46 billion unrealized loss on bitcoin under fair value accounting. Preferred dividend obligations hit $229.53 million in the quarter alone, a fixed cost that keeps ticking regardless of where BTC trades.
Diversified Rails Versus One Big Bet Lens COIN MSTR Core Bet Everything Exchange (crypto, derivatives, prediction markets, FX) Levered bitcoin treasury Recurring Revenue 44% subscription and services Software business dwarfed by BTC exposure Cost Discipline 14% headcount cut, ~$500M savings $229.53M/quarter preferred dividends Key Vulnerability Trading volume cyclicality BTC price and mNAV compression Coinbase is spreading bets: retail derivatives are annualizing over $200 million, prediction markets already hit $100 million annualized, and Base handles 99%+ of agentic stablecoin volumes. MicroStrategy raised $11.68 billion YTD to buy more BTC, but as CEO Phong Le noted, this all happened “during a bitcoin bear market”. The flywheel is grinding.
The Next Test Is Cash Flow For Coinbase, I want proof that Q2 subscription revenue lands in the $565 to $645 million guide range and that stablecoin economics hold as competitors like Open USD chip at USDC. For MicroStrategy, watch premium compression. Polymarket prices margin call odds at just 5.5%, but 177 insider transactions are net selling, and CEO Phong Le and CFO Andrew Kang both dumped substantial common stock in early June.
Why I Lean Toward Coinbase Here Personally, Coinbase looks like the cleaner vehicle. It generates real fees whether traders chase BTC, ETH, or prediction market contracts, and the 25.33% YTD drawdown to $168.87 gives me operating leverage on a volume recovery. MicroStrategy, off 33.68% YTD, is essentially a bitcoin call option wrapped in preferred dividend obligations. For pure BTC exposure, BTC itself is the more direct instrument. For a business that compounds through the cycle, Coinbase looks like the structurally superior vehicle. I would only reverse this view if BTC breaks decisively above prior highs, which would reignite the mNAV premium Coinbase does not need to function.
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State Street Corporation (STT - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
Therefore, the Zacks rating upgrade for State Street basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for State Street imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for State StreetFor the fiscal year ending December 2026, this company is expected to earn $12.75 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for State Street. Over the past three months, the Zacks Consensus Estimate for the company has increased 8.7%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of State Street to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Southern Copper (SCCO - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for Southern Copper is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Southern Copper imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Southern CopperFor the fiscal year ending December 2026, this miner is expected to earn $7.80 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Southern Copper. Over the past three months, the Zacks Consensus Estimate for the company has increased 12.9%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Southern Copper to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it is investigating potential claims against the board of directors of The GEO Group, Inc. ("GEO" or the "Company") (NYSE: GEO) concerning whether the board breached its fiduciary duties to shareholders.
IF YOU ARE A GEO GROUP, INC. (GEO) SHAREHOLDER, CLICK HERE TO PARTICIPATE.
What Is The Investigation About?
On June 2, 2026, it was reported that New Jersey’s Attorney General had filed a lawsuit against GEO over living conditions at the Company’s Delaney Hall immigration detention center in Newark. The lawsuit alleges that GEO “has violated state law by refusing to allow the New Jersey Department of Health (“DOH”) to conduct a full inspection of Delaney Hall” to verify whether the protocols or practices inside Delaney Hall pose a serious risk of harm to detainees within the facility or to the public outside of it.
Contact Us To Participate or Learn More:
If you still hold GEO shares purchased before December 2025 and wish to discuss this matter with us, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
Whistleblower Notice
Persons with non-public information regarding GEO should consider their options to aid the investigation or take advantage of the SEC Whistleblower Program. Under the program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Charles H. Linehan at 310-201-9150 or 888-773-9224 or email [email protected].
About Glancy Prongay Wolke & Rotter LLP
GPWR is a premier law firm with decades of experience representing investors and consumers in securities litigation and other complex class action litigation. Recognizing the firm’s recent successes, GPWR was named one of Law360’s Securities Groups of the Year and ranked second-highest in total investor recoveries by Institutional Shareholder Services Securities Class Action Services in 2025. GPWR’s lawyers have handled cases covering a wide spectrum of corporate misconduct and relating to nearly all industries and sectors. GPWR’s past successes have been widely covered by leading news and industry publications such as The Wall Street Journal, The Financial Times, Bloomberg Businessweek, Reuters, the Associated Press, Barron’s, Investor’s Business Daily, Forbes, and Money. Prior results do not guarantee a similar outcome.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Royalty Pharma (RPRX - Free Report) , which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Royalty Pharma currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if RPRX is a promising momentum pick, let's examine some Momentum Style elements to see if this company holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For RPRX, shares are up 2.74% over the past week while the Zacks Medical - Biomedical and Genetics industry is up 2.25% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 4.83% compares favorably with the industry's 8.13% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of Royalty Pharma have risen 19.55%, and are up 60.47% in the last year. In comparison, the S&P 500 has only moved 10.84% and 21.72%, respectively.
Investors should also take note of RPRX's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now RPRX is averaging 3,280,736 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with RPRX.
Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost RPRX's consensus estimate, increasing from $5.05 to $5.06 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that RPRX is a #2 (Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Royalty Pharma on your short list.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Royalty Pharma (RPRX - Free Report) , which belongs to the Zacks Medical - Biomedical and Genetics industry.
This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 8.17%.
For the last reported quarter, Royalty Pharma came out with earnings of $1.3 per share versus the Zacks Consensus Estimate of $1.22 per share, representing a surprise of 6.56%. For the previous quarter, the company was expected to post earnings of $1.33 per share and it actually produced earnings of $1.46 per share, delivering a surprise of 9.77%.
Price and EPS Surprise
For Royalty Pharma, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Royalty Pharma has an Earnings ESP of +1.76% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Investors looking for stocks in the Oil and Gas - Field Services sector might want to consider either Halliburton (HAL - Free Report) or FMC Technologies (FTI - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Currently, Halliburton has a Zacks Rank of #2 (Buy), while FMC Technologies has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that HAL is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
HAL currently has a forward P/E ratio of 14.55, while FTI has a forward P/E of 23.47. We also note that HAL has a PEG ratio of 1.47. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. FTI currently has a PEG ratio of 1.50.
Another notable valuation metric for HAL is its P/B ratio of 2.63. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, FTI has a P/B of 8.34.
These metrics, and several others, help HAL earn a Value grade of B, while FTI has been given a Value grade of C.
HAL sticks out from FTI in both our Zacks Rank and Style Scores models, so value investors will likely feel that HAL is the better option right now.
New York, New York--(Newsfile Corp. - July 10, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/LCID.
Lucid Case Details
The Complaint allegs that throughout the Class Period, Defendants failed to disclose that:
a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and as a result, defendants' public statements were materially false and misleading at all relevant times.What's Next for Lucid Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/LCID, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Lucid you have until July 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Lucid Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Lucid Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300163
Source: Bronstein, Gewirtz & Grossman, LLC
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The corporate gifting platform moved from scattered data and guesswork to signal-timed prospecting, roughly doubling how often early conversations become qualified opportunities and turning a single signal into a multi-year Fortune 500 deal.
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Snappy, a global corporate gifting platform, roughly doubled the book rate for its qualified opportunities, from closer to 30% to closer to 60%, after rebuilding its prospecting around real-time buying signals, according to the company.
Snappy never struggled to find the right companies. The problem was knowing the right person inside each one, and the right moment to reach them. Because its platform sells into HR, sales, customer success, and marketing teams across industries, prioritizing accounts was, in the company's words, a lot of guessing. Data lived across several disconnected tools, there was no reliable way to tell which accounts had moved into an active buying phase, and reps spent their time researching instead of selling.
The change, the company says, was learning to sell on the signal rather than the list. Instead of working static lead lists, Snappy set out to book the right meetings: reaching an account while it was actively researching a relevant problem, engaging the stakeholder who had moved into a buying mindset, and leading with a message tuned to that moment.
ZoomInfo became the first platform Snappy's reps open. The team now has its target account lists in ZoomInfo and can see, in real time, which of those accounts are researching topics such as recognition and rewards, branding, and employee engagement. Reps turn that intelligence into personalized, multi-channel outreach instead of stitching context together from separate tools, and the guesswork about which accounts are in-market is gone.
The payoff is clearest in a single deal. One of Snappy's top business development reps saw that a target account in financial services was researching branding and employee engagement, deepened her understanding of what the account was working through, and reached out with a message built around it. She secured a meeting within the same week, then engaged multiple stakeholders to thread the opportunity across the organization. It became a signed multi-year agreement with a Fortune 500 company. Without the signal, the company says, it might have missed the opportunity entirely.
What began with the new-business team did not stay there. As Snappy scaled, it extended the same approach to its post-sale teams, where account managers and customer success now build account plans, monitor buying signals from existing customers, and surface expansion opportunities inside their current book of business. Snappy describes the shift plainly: the intelligence has gone from a prospecting tool to a daily operating habit across its entire go-to-market organization.
About ZoomInfo
ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing, and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry's most comprehensive B2B data, including more than 100 million companies, 500 million contacts, and billions of signals, ZoomInfo delivers the intelligence, automation, and integrations that modern revenue teams need to identify, engage, and convert their best buyers.
Key Takeaways JetBlue has launched 8 new Fort Lauderdale routes and plans 6 more, topping 55 nonstop destinations. Daily departures at Fort Lauderdale are up more than 75% y/y and could reach about 150 this winter. JetBlue will add Mint service to San Diego, Los Angeles and San Francisco, expanding premium options. JetBlue Airways (JBLU - Free Report) announced the largest schedule expansion in its history at Fort Lauderdale-Hollywood International Airport (“FLL”), underscoring the carrier’s long-term commitment to South Florida. The airline has launched eight new nonstop routes and plans to add six more in the coming months, expanding its Fort Lauderdale network to more than 55 nonstop destinations. With more than 125 daily departures currently and approximately 150 expected during the winter season, JBLU is positioning FLL as one of its most important growth markets.
The expansion strengthens JetBlue’s competitive position by improving connectivity across the United States, Latin America and the Caribbean. Management noted that daily departures from Fort Lauderdale are up more than 75% from the same period last year, reflecting strong momentum. The new domestic and international destinations should help attract both local travelers and connecting passengers while reinforcing JetBlue’s status as the leading airline at FLL by flights and nonstop destinations.
A key highlight of the announcement is the continued expansion of JetBlue’s premium Mint service. The airline plans to introduce daily Mint flights between Fort Lauderdale and San Diego beginning Nov. 19, along with additional Mint service to Los Angeles and San Francisco this winter. These additions expand JBLU’s premium offerings in South Florida while providing a competitive differentiator, including the only lie-flat service currently available between Fort Lauderdale and San Diego.
Beyond network growth, JetBlue also emphasized its investment in the local community through the JetBlue Foundation, which awarded $130,000 in grants to several South Florida organizations supporting STEM education and youth development. Overall, the announcement reflects a balanced strategy of expanding capacity, enhancing premium travel options and strengthening community ties. If travel demand remains healthy, the Fort Lauderdale expansion could support JetBlue’s revenue growth and further solidify FLL’s position as a key gateway within the airline’s network.
JetBlue’s Share Price PerformanceJBLU’s shares have gained 34.9% over the past year compared with the Transportation - Airline industry’s 25.3% growth.
Image Source: Zacks Investment Research
JBLU’s Zacks RankJBLU currently carries a Zacks Rank of #3 (Hold).
Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and Teekay Tankers Ltd (TNK - Free Report) .
EXPD currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Expeditors has an expected earnings growth rate of 12.3% for 2026. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.
Teekay Tankers Ltd currently sports a Zacks Rank #1.
TNK has an expected earnings growth rate of 98% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.2%.
If you purchased or acquired Zoetis securities between January 14, 2025 and May 6, 2026 and would like to discuss your legal rights, contact Bragar Eagel & Squire partners Brandon Walker or Melissa Fortunato by email at [email protected] or by telephone at (212) 355-4648.
Click here to participate in the action.
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) --
What’s Happening?
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Zoetis, Inc. (“Zoetis” or the “Company”) (NYSE:ZTS) in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, both dates inclusive (the “Class Period”).Investors have until July 27, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Allegation Details:
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Next Steps:
If you purchased or otherwise acquired Zoetis shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you.
About Bragar Eagel & Squire, P.C.:
Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities,
derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.
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Key Takeaways ELV is balancing shareholder returns with investments in Carelon and AI to support long-term growth.ELV generated $4.3B operating cash flow and returned about $1.5B via dividends and share repurchases.ELV's ROIC of 8.3% tops the industry average, while a $5.6B buyback authorization remains available. Elevance Health, Inc. (ELV - Free Report) is using a disciplined capital allocation strategy to balance shareholder returns with long-term business expansion. The company continues to invest in growth initiatives while returning excess cash through dividends and share repurchases. This balanced approach supports financial flexibility and positions ELV to navigate an evolving healthcare landscape without sacrificing future earnings potential.
The company's capital allocation is supported by robust cash generation. In the first quarter of 2026, ELV generated $4.3 billion in operating cash flow, up sharply from $1 billion a year ago, and expects full-year operating cash flow to be at least $5.5 billion. During the quarter, it returned around $1.5 billion to shareholders through $376 million in dividends and $1.1 billion in share repurchases. With $5.6 billion remaining under its share repurchase authorization as of March 31, 2026, the company retains significant flexibility to continue rewarding shareholders.
Additionally, ELV is directing capital toward businesses with attractive long-term growth prospects. The company continues to expand Carelon's capabilities across pharmacy, behavioral health, home-based care and value-based care while scaling AI to improve member engagement, reduce administrative costs and strengthen care management. These investments are expected to improve operating efficiency and diversify earnings beyond the traditional health insurance business.
Strong cash generation gives ELV the flexibility to fund growth initiatives while maintaining shareholder returns. Its ROIC of 8.3% exceeds the industry average of 6.6%. If the company continues executing this balanced strategy, its disciplined use of capital could support sustainable earnings growth and create lasting shareholder value.
How Are Competitors Faring?Some of ELV’s competitors in the medical space are UnitedHealth Group Incorporated (UNH - Free Report) and Humana Inc. (HUM - Free Report) .
UnitedHealth generates solid cash from operations and returns value to investors via share repurchases and dividend payouts. In the first quarter of 2026, cash flows from operations were $8.9 billion, up 63.3% year over year. During the quarter, UNH paid dividends worth $2 billion.
Humana's strong financial position, supported by solid cash reserves and robust cash flows, has enabled it to return capital to shareholders. HUM generated net cash from operations of $1.3 billion in the first quarter of 2026, up nearly fourfold year over year. It repurchased shares worth $107 million in the first quarter of 2026 and paid dividends of $107 million.
Elevance Health’s Price Performance, Valuation & EstimatesShares of ELV have risen 19.9% in the year-to-date period against the industry’s fall of 0.1%.
Image Source: Zacks Investment Research
From a valuation standpoint, Elevance Health trades at a forward price-to-earnings ratio of 15, below the industry average of 16.38. ELV carries a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Elevance Health’s 2026 earnings is pegged at $26.86 per share, implying an 11.3% drop from the year-ago period.
Image Source: Zacks Investment Research
ELV stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Chipotle Mexican Grill Inc (NYSE:CMG) is expected to report second quarter same-store sales roughly in line with Wall Street expectations, while momentum could improve in the second half of 2026 as pricing actions, menu innovation and operational initiatives begin to offset ongoing macroeconomic pressures, according to a preview note from UBS.
Ahead of Chipotle's July 29 earnings report, UBS said it expects second-quarter same-store sales growth of 1.2%, close to the consensus estimate of 1.3%.
The firm expects sales trends to have accelerated from the first quarter, supported by menu innovations including Cilantro Lime Sauce and Chipotle Honey Chicken, marketing initiatives such as the Summer of Extras campaign, and a potential boost from the FIFA World Cup.
The analysts said investor focus will likely be on third-quarter sales trends, upcoming limited-time offers, marketing initiatives, catering expansion, operational improvements and efforts to strengthen the company's value proposition.
While UBS expects macroeconomic headwinds to persist, particularly among consumers earning less than $100,000 annually, younger consumers and Hispanic consumers, it believes Chipotle is positioned for stronger same-store sales and transaction growth in the second half of the year.
The firm cited additional limited-time menu offerings, an enhanced marketing strategy, digital initiatives, the April relaunch of Chipotle Rewards and broader catering rollout expected by the fourth quarter as potential growth drivers. UBS also noted the company's high-efficiency equipment package could generate meaningful improvements in comparable sales through operational gains.
UBS expects Chipotle's pricing strategy to remain effective, with full-year pricing likely to finish toward the upper end of the company's 1% to 2% target range. The firm forecasts 2026 same-store sales growth of 1.4%.
On profitability, UBS models second-quarter restaurant-level margins of 25%, down about 230 basis points from a year earlier due primarily to higher beef, dairy and avocado costs. However, it expects margins to improve during the second half of 2026 as food inflation eases and pricing actions increasingly offset cost pressures.
UBS forecasts second-quarter earnings per share of $0.32 and full-year 2026 earnings per share of $1.15.
The firm maintained a $45 price target, saying a return to stronger transaction and sales momentum could provide upside for the shares. This implies upside from current levels of about $35.
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- The Nasdaq Stock Market announced today that it will delist the common stock and warrants of CERo Therapeutics Holdings, Inc. CERo Therapeutics Holdings, Inc.’s securities were suspended on October 31, 2025 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the ordinary shares, units, and rights of Bowen Acquisition Corp. Bowen Acquisition Corp’s securities were suspended on November 3, 2025 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the Class A Ordinary Shares of Graphjet Technology. Graphjet Technology’s Class A Ordinary Shares were suspended on November 13, 2025 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the ordinary shares of Blue Hat Interactive Entertainment Technology. Blue Hat Interactive Entertainment Technology’s ordinary shares were suspended on March 16, 2026 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the Class A Ordinary Shares of X3 Holdings Co, Ltd. X3 Holdings Co., Ltd.’s Class A Ordinary Shares were suspended on April 2, 2026 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the ordinary shares and warrants of Captivision Inc. Captivision Inc.’s securities were suspended on April 9, 2026 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the common stock of Actelis Networks, Inc. Actelis Networks, Inc.’s stock was suspended on April 10, 2026 and has not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the common stock and warrants of American Rebel Holdings, Inc. American Rebel Holdings, Inc.’s securities were suspended on May 13, 2026 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the common stock of Reviva Pharmaceuticals Holdings, Inc. Reviva Pharmaceuticals Holdings, Inc.’s stock was suspended on May 14, 2026 and has not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the Class A Ordinary Shares, units, and warrants of Alchemy Investments Acquisition Corp 1. Alchemy Investments Acquisition Corp 1’s securities were suspended on May 14, 2026 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the Class A Common Stock and warrants of Bitcoin Depot Inc. Bitcoin Depot Inc.’s securities were suspended on May 26, 2026 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the common stock of Inotiv, Inc. Inotiv, Inc.’s common stock was suspended on June 11, 2026 and has not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist common stock Class A of GoHealth, Inc. GoHealth, Inc.’s stock was suspended on June 16, 2026 and has not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the common stock of Functional Brands, Inc. Functional Brands, Inc.’s common stock was suspended on June 16, 2026 and has not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the common stock of Sleep Number Corporation. Sleep Number Corporation’s common stock was suspended on June 23, 2026 and has not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the ordinary shares of Smart Digital Group Limited. Smart Digital Group Limited’s ordinary shares were suspended on June 26, 2026 and have not traded on Nasdaq since that time.
Nasdaq also announced today that it will delist the Class A Ordinary Shares of REE Automotive Ltd. REE Automotive Ltd.’s Class A Ordinary Shares were suspended on July 7, 2026 and have not traded on Nasdaq since that time.
For more information about The Nasdaq Stock Market, visit the Nasdaq Web site at http://www.nasdaq.com. Nasdaq’s rules governing the delisting of securities can be found in the Nasdaq Rule 5800 Series, available on the Nasdaq Web site: https://listingcenter.nasdaq.com/rulebook/nasdaq/rules/nasdaq-5800-series.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Northrop Grumman (NOC - Free Report) , which belongs to the Zacks Aerospace - Defense industry, could be a great candidate to consider.
When looking at the last two reports, this defense contractor has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.14%, on average, in the last two quarters.
For the last reported quarter, Northrop Grumman came out with earnings of $6.14 per share versus the Zacks Consensus Estimate of $6.08 per share, representing a surprise of 0.99%. For the previous quarter, the company was expected to post earnings of $7 per share and it actually produced earnings of $7.23 per share, delivering a surprise of 3.29%.
Price and EPS Surprise
For Northrop Grumman, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Northrop Grumman has an Earnings ESP of +0.22% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 21, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Biopharmaceutical firm Neurocrine Biosciences, Inc. (NBIX) up over 35% in a year and 17% since outlier inflows in May.
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NBIX is a biopharmaceutical company that discovers, develops, and markets drugs to treat neurological, neuroendocrine, and neuropsychiatric disorders. The company’s first-quarter fiscal 2026 earnings report showed over $800 million in net product sales, led by INGREZZA’s 44% year-over-year growth, net income of around $200 million, and a strong product pipeline (12 current programs with five more slated for launch this year).
It’s no wonder NBIX shares are up 27% this year, and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Neurocrine Attracting Institutional Capital Institutional volumes reveal plenty. In the last year, NBIX has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in NBIX shares. They reflect our proprietary inflow signal, pushing the stock higher:
NBIX’s flurry of institutional inflows beginning in May have sent the share price from roughly $135 to $180. Source: www.moneyflows.com Plenty of health care names are under accumulation right now. But there’s a powerful fundamental story happening with Neurocrine.
Neurocrine Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, NBIX has had strong sales and earnings growth:
Also, EPS is estimated to ramp higher this year by +27%.
Now it makes sense why the stock has been generating Big Money interest. NBIX has a track record of strong financial performance.
Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.
Neurocrine has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.
In the last few months, NBIX has drawn four outlier inflow signals. The blue bars below show when NBIX was a top pick on the Outlier 20 report in the last decade…Big Money is a believer:
NBIX has been supported by many outlier inflow signals over the last decade, reflecting Big Money support. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.
Neurocrine Price Prediction The NBIX action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.
Disclosure: the author holds no position in NBIX at the time of publication.
If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.
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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.
That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.
However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Neurocrine Biosciences (NBIX - Free Report) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).
While there are numerous reasons why the stock of this biopharmaceutical company is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Neurocrine is 44%, investors should actually focus on the projected growth. The company's EPS is expected to grow 48.3% this year, crushing the industry average, which calls for EPS growth of 14.4%.
Impressive Asset Utilization RatioAsset utilization ratio -- also known as sales-to-total-assets (S/TA) ratio -- is often overlooked by investors, but it is an important indicator in growth investing. This metric shows how efficiently a firm is utilizing its assets to generate sales.
Right now, Neurocrine has an S/TA ratio of 0.7, which means that the company gets $0.7 in sales for each dollar in assets. Comparing this to the industry average of 0.48, it can be said that the company is more efficient.
In addition to efficiency in generating sales, sales growth plays an important role. And Neurocrine looks attractive from a sales growth perspective as well. The company's sales are expected to grow 31.1% this year versus the industry average of 0%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
There have been upward revisions in current-year earnings estimates for Neurocrine. The Zacks Consensus Estimate for the current year has surged 5% over the past month.
Bottom LineWhile the overall earnings estimate revisions have made Neurocrine a Zacks Rank #1 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions Neurocrine well for outperformance, so growth investors may want to bet on it.
