Spotify (SPOT - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this music-streaming service operator have returned -3.6% over the past month versus the Zacks S&P 500 composite's +1.1% change. The Zacks Internet - Software industry, to which Spotify belongs, has gained 3.2% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Spotify is expected to post earnings of $3.29 per share, indicating a change of +785.4% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of $14.62 for the current fiscal year indicates a year-over-year change of +23%. This estimate has changed -0.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $18.29 indicates a change of +25.1% from what Spotify is expected to report a year ago. Over the past month, the estimate has changed -0.4%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Spotify is rated Zacks Rank #4 (Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Spotify, the consensus sales estimate for the current quarter of $5.6 billion indicates a year-over-year change of +17.7%. For the current and next fiscal years, $22.67 billion and $25.92 billion estimates indicate +16.7% and +14.3% changes, respectively.
Last Reported Results and Surprise HistorySpotify reported revenues of $5.3 billion in the last reported quarter, representing a year-over-year change of +20.3%. EPS of $4.04 for the same period compares with $1.13 a year ago.
Compared to the Zacks Consensus Estimate of $5.36 billion, the reported revenues represent a surprise of -1.09%. The EPS surprise was +8.6%.
Over the last four quarters, Spotify surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Spotify is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Spotify. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Robinhood Chain has done what few Layer 2 networks manage in a full year, all in eight days. The Arbitrum-powered network logged $500 million worth of trading volume on Uniswap on July 8th.
With $100 million in total value locked (TVL) and nearly 200,000 cumulative addresses, it makes the second-biggest Uniswap deployment by 24-hour trading volume, trailing only Ethereum mainnet.
DeFiLlama data shows that the total value locked (TVL) on the platform surpassed $106 million, marking an increase of 159% within a 24-hour period.
Ethena and Morpho Drive the TVL Surge Morpho is the lending protocol that runs the estimated 7% annual percentage yield (APY) on USDG deposits for Robinhood Earn, with almost $90 million of Robinhood Chain’s total value locked (TVL) held on the platform.
Ethena’s $50 million single-day deposit into a vault managed by Steakhouse Financial on Morpho is the driving force behind the 159% increase.
Ethena’s $50 million single-day deposit on a Steakhouse Financial-managed USDG vault on Morpho is driving the 159% surge. That’s because the figure in the headline is more indicative of DeFi-native institutional capital than the 27 million retail users that Robinhood has.
From the start, all of Uniswap’s versions (v2, v3, and v4) and UniswapX shipped on the Robinhood Chain. The Uniswap chain’s first week saw cumulative volume reach over $250 million, with a single-day surge to $500 million on July 8. Unwrapped Ethereum (WETH), memecoins, and tokenized stock tokens like NVDA, AAPL and GOOG led volume.
ARK Invest had already moved on the broader crypto stock narrative before this launch, as it was reported earlier this week that ARK Invest bought crypto stocks. A sign that institutional appetite for RWA-adjacent plays was building heading into Robinhood’s mainnet debut.
Robinhood Chain TVL Growth (July 1–8, 2026 Vlad Tenev’s Meme Pivot and What Comes Next Earlier, Robinhood’s CEO Vlad Tenev stated that the company had its sights set on real-world assets and tokenized equities. On July 8, he posted part of that back on X: “As we develop Robinhood Chain into the best chain for RWA… it’s a great chain for memes, too.”
While we’re building robinhood chain to be the best chain for RWA … it works great for memes too
— Vlad Tenev (@vladtenev) July 8, 2026
On the same day, Pump.fun introduced direct support of Robinhood Chain tokens, allowing users to trade SOL without having to bridge. The integration was met with instant traction, with Memecoin CASHCAT gaining a significant boost in popularity.
According to a fresh SEC filing, Tenev converted and sold 375,000 Class B HOOD shares at prices between $112.22 and $118.13, pocketing approximately $43.6 million. The sale, executed under Rule 10b5-1, occurred as HOOD had already rallied more than 40% over the prior month, partly on the chain’s launch momentum.
UNI, the native token of Uniswap, rallied by as much as 14% due to the surge in volume. The chain operates with 100 millisecond blocks as compared to the 12-second average on Ethereum, and Chainlink is offering oracle infrastructure for tokenized equities. Robinhood is also waiving gas fees for the first 90 days, which is having an impact on activity.
As traders watch to see if Robinhood Chain’s early success can lead to sustainable revenue post-fee generation, $HOOD and the wider Crypto Stocks to watch are now getting more attention.
In January 2026, the SEC’s guidance highlighted tokenized debt securities, which are the type of securities Robinhood is structured around, for increased scrutiny. Even within a single protocol, TVL risk exists: any disparity in the rotation of liquidity from Morpho’s could cause the headline figures to come in very tight.
@Monad has launched Agent Hub, a dedicated ecosystem portal designed to streamline the deployment and management of autonomous AI agents directly on its blockchain network.
One-Click Agent Deployment The platform lets users spin up agentic entities through a single-click interface, removing much of the technical friction that has historically made on-chain AI deployments the preserve of specialist developers. Central to the offering is native support for what Monad calls "DApp skills", a modular set of capabilities that allow agents to execute complex financial transactions across the network without manual intervention at each step.
Agent Hub launches with an integrated directory of skills sourced from established liquidity protocols, including @Uniswap, @Morpho, and @Balancer. The inclusion of these providers from day one signals that the hub is intended as a functional DeFi operations layer, not simply an experimental sandbox.
Monad's Broader AI Infrastructure Push Agent Hub is the latest step in a sustained push by Monad to position its network as the primary settlement layer for the emerging agent economy. Monad is a Layer 1 blockchain designed to handle high-frequency agent workloads, targeting throughput of 10,000 transactions per second with sub-second finality. That combination of speed and low cost is central to the network's pitch: AI agents are not chatbots but autonomous software actors that can pursue goals, make decisions, and transact, operating as hyper-rational economic participants at machine speed.
The launch also builds on the Monad AI Blueprint program, which the Monad Foundation introduced to accelerate AI project development on the network. The AI Blueprint is a dedicated builders program designed to support and onboard the most promising AI projects to the Monad ecosystem, providing applications with the resources, infrastructure, and support they need to build, launch, and scale.
By early 2026, the broader industry has been implementing systems where AI can decide, blockchains can verify, and payments can execute automatically, with autonomous agents now capable of holding wallets, executing transactions, and interacting with smart contracts under programmable controls. Agent Hub positions Monad to capture a share of that infrastructure demand by consolidating agent tooling, DeFi integrations, and deployment rails into a single interface.
Sources:
Monad Blog: The Rise of the Machine Economy
Monad Foundation: Introducing Monad AI Blueprint
Blockchain Council: AI in Blockchain in 2026
Robinhood Chain has recorded $500 million in daily Uniswap trading volume within just eight days of launch, lifting total value locked above $106 million and pushing the Arbitrum-powered network into the top ranks of decentralized finance activity.
Summary
Robinhood Chain reached $500 million in daily Uniswap trading volume within eight days of launch. Ethena’s $50 million deposit helped push the network’s TVL above $106 million. Pump.fun integration, tokenized stocks, and gas fee waivers have accelerated early ecosystem growth. DeFiLlama data shows the network’s total value locked climbed to more than $106 million after surging 159% in 24 hours, while cumulative addresses approached 200,000. The same data places Robinhood Chain behind only Ethereum mainnet in 24-hour Uniswap trading volume, an unusually rapid rise for a newly launched Layer 2 network.
Uniswap activity on the chain reached $500 million on July 8 after cumulative trading volume had already crossed $250 million during its first week.
Institutional liquidity has fueled the TVL jump Most of the recent capital increase has come from institutional DeFi flows rather than retail participation.
According to DeFiLlama, nearly $90 million of Robinhood Chain’s locked value is held on the Morpho lending protocol, which powers the roughly 7% annual percentage yield available through Robinhood Earn on USDG deposits.
The largest catalyst came from Ethena, which deposited $50 million into a Steakhouse Financial-managed USDG vault on Morpho in a single transaction. That transfer accounted for much of the network’s sharp one-day TVL increase and highlighted how concentrated institutional liquidity can rapidly reshape early DeFi metrics.
Robinhood Chain also launched with full support for Uniswap’s v2, v3, v4 and UniswapX infrastructure from day one. Trading activity has centered on Wrapped Ether (WETH), memecoins and tokenized equity assets including NVDA, AAPL and GOOG, giving the network exposure to both crypto-native and tokenized real-world asset markets.
Ecosystem expansion has drawn fresh market attention Robinhood chief executive Vlad Tenev has continued to position the network around tokenized real-world assets while acknowledging growing meme coin demand. In a July 8 post on X, Tenev wrote that as Robinhood develops Robinhood Chain into “the best chain for RWA,” it is “a great chain for memes, too.”
While we’re building robinhood chain to be the best chain for RWA … it works great for memes too
— Vlad Tenev (@vladtenev) July 8, 2026 Support from Pump.fun arrived the same day, allowing users to trade Robinhood Chain tokens directly using SOL without bridging assets. The integration quickly boosted activity around the memecoin CASHCAT, adding another source of transaction volume shortly after the chain’s launch.
Robinhood tokens are now available to trade on the Pumpfun app!
– No bridging
– Trade seamlessly in SOL
– Trade every trending Robinhood token
Never miss out again, no matter the meta. Only on the Pumpfun app. pic.twitter.com/xWiz0LDVBo
— Pump.fun (@Pumpfun) July 8, 2026 A separate filing with the U.S. Securities and Exchange Commission disclosed that Tenev sold 375,000 Class B HOOD shares under a prearranged Rule 10b5-1 trading plan.
According to the filing, the shares were sold between $112.22 and $118.13, generating roughly $43.6 million after HOOD stock had already gained more than 40% over the previous month, supported in part by enthusiasm surrounding Robinhood Chain.
Activity on the network has also lifted related crypto assets. UNI, Uniswap’s governance token, rose as much as 14% alongside the surge in trading volume. Robinhood Chain processes blocks every 100 milliseconds compared with Ethereum’s roughly 12-second block time, while Chainlink supplies oracle infrastructure for tokenized equities. Robinhood is also waiving gas fees for the network’s first 90 days, reducing transaction costs during its early growth phase.
Institutional interest in tokenized finance had already been building before the launch. Earlier this week, ARK Invest increased exposure to crypto-related stocks, adding to expectations that companies connected to tokenized assets could continue attracting investor attention.
At the same time, regulatory risks remain. SEC guidance published in January 2026 identified tokenized debt securities as an area for increased scrutiny, while Robinhood Chain’s current TVL remains heavily concentrated in Morpho, meaning large liquidity withdrawals could materially affect the network’s headline metrics.
Spark, the DeFi liquidity division of Sky, just processed $1.5 billion in stablecoin volume through Uniswap v4 over the past 30 days. Of that, $370 million came in the last two days alone, suggesting the pace is accelerating rather than plateauing.
How Spark built the machine The volume surge traces back to June 25, when Spark launched what it calls a “Stablecoin FX Layer” in collaboration with Uniswap Labs. The centerpiece of that launch was a migration of roughly $150 million in USDS liquidity into Uniswap v4 pools, specifically USDS/USDT and USDS/PYUSD pairs.
That migration ranks as one of the largest AMM stablecoin liquidity deployments in DeFi history.
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The underlying system relies on what Spark describes as signed intents and ALM-controlled execution. Instead of passively sitting in a liquidity pool waiting for trades to happen, the system actively manages where capital sits, when it moves, and how trades get filled. Each trade executes atomically within Uniswap v4’s environment, meaning there’s no partial fill risk or settlement delay. The system handles cross-chain rebalancing programmatically, which allows liquidity to flow between different networks and products without manual intervention.
The next phase involves something called a DualPool v4 hook, a planned addition designed to generate yield on dormant liquidity—capital that’s parked in pools but not actively being used for swaps.
Why stablecoin plumbing matters more than you think The partnership structure is worth noting. Spark, Uniswap Labs, and Sky are all involved, creating a multi-party infrastructure layer that multiple stablecoin issuers can plug into. That’s a meaningful departure from the siloed approach where each stablecoin issuer manages its own liquidity in isolation.
Uniswap v4 itself saw tens of billions in transaction volume around the same period, making Spark’s $1.5 billion contribution a significant but not dominant share of the platform’s stablecoin activity.
What this means for investors The risk profile is worth considering. Programmatic systems that manage billions in liquidity introduce a different kind of risk than passive pools. Smart contract bugs, oracle failures, or unexpected cross-chain settlement issues could create problems at scale that wouldn’t surface in smaller deployments. The $150 million migration went smoothly, but the system is still young.
It’s also worth noting that independent validation from third-party sources regarding the reported $1.5 billion in stablecoin activity remains unconfirmed among recognized crypto news outlets.
If the DualPool v4 hook delivers on its promise of generating yield on idle stablecoin liquidity, it could reshape how liquidity providers think about capital allocation, fundamentally changing the economics of providing stablecoin liquidity in AMMs.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Coinbase is giving Filecoin traders a new way to take risk. By adding margin support for FIL, the exchange is not just listing another feature. It is expanding how one of crypto’s older infrastructure tokens can be traded on a major US-facing platform.
That matters because Filecoin has often sat in an awkward place. The project is tied to a real infrastructure thesis around decentralized storage, but the market frequently treats FIL as just another volatile altcoin. Margin access tends to sharpen that trading identity.
For more details, visit the official Coinbase platform.
TL;DR Coinbase is adding Filecoin margin trading support.The move gives traders more flexibility around FIL exposure.It also keeps decentralized storage assets in the conversation as exchanges expand margin markets. Why Margin Support Changes The Setup Margin trading can deepen liquidity and attract more active traders, but it also raises the stakes. When a token becomes available for leveraged positioning, price moves can become more sensitive to funding, liquidation risk, and short-term sentiment.
For Coinbase, the decision suggests there is enough demand around Filecoin to justify broader trading tools. For FIL, it offers more visibility at a time when infrastructure tokens are trying to reassert their relevance.
Filecoin’s Infrastructure Narrative The underlying Filecoin thesis is still about storage: decentralized data markets, long-term archival needs, and alternatives to centralized cloud infrastructure. That story has never been as simple or as viral as memecoins or AI tokens, but it remains one of the sector’s more concrete use cases.
The question is whether trading access can help pull attention back to that infrastructure angle or whether leverage simply turns FIL into a faster speculative instrument.
The Risk Traders Should Remember Margin support is not automatically bullish. It can attract long exposure, but it can also make shorting easier and increase liquidation-driven volatility. That means the listing is better read as a market-structure update than a directional guarantee.
Still, for an asset like Filecoin, broader access on Coinbase is meaningful. It keeps FIL in front of active traders while the decentralized storage story continues to develop in the background.
A Useful Way To Frame It The useful way to read this story is not as a standalone headline about Coinbase, but as part of the wider pressure building around Coinbase coverage this week. Markets have been jumping quickly from one catalyst to the next, so the cleaner value for readers is in separating the actual development from the instant reaction around it. In this case, the source material gives us a concrete event to work from, rather than a loose rumour or a recycled social-media talking point.
That distinction matters because crypto readers are being asked to process a lot at once: ETF flows, regulatory actions, exchange listings, protocol upgrades, wallet movements, and political signals. A story like this is most useful when it helps them understand where Filecoin fits into that broader map. It does not need to be inflated into a guaranteed price call to be worth covering. It simply needs to explain what changed, who is affected, and why the market is paying attention today.
The caveat is also important. Even clean source-backed developments can be overinterpreted when traders are hunting for a fast narrative. A listing does not automatically create lasting demand, a regulatory update does not immediately settle every legal question, and an on-chain movement does not always translate into a finished sale. The better read is to treat the development as a fresh data point and then watch whether follow-up activity confirms the direction of travel.
For NewsBTC readers, that means keeping the focus on what can actually be verified from the source and avoiding the temptation to turn every update into a sweeping market verdict. The story is strong enough on its own terms: it gives investors and traders another piece of context around Coinbase, while leaving room for the next filing, dashboard update, wallet movement, governance vote, or exchange notice to decide whether the angle grows into something bigger.
This article is based on information from Coinbase.
This article was written by the News Desk and edited by Samuel Rae.
In the working world, paychecks show up every two weeks. Or at least, every month. Which keeps up with the pace of monthly bills, charges, and expenses.
In the stock market world, payouts (dividends!) arrive every quarter. That’s 30 days in between bills, but a full 90 days spanning divvies.
Hence the appeal of monthly dividends. These management teams know that the investors who hold their stock are here for the payment. It’d better show up every 30 days, and it’d better be the same amount. No cuts allowed.
Problem is, some of these monthly payers are writing checks their business can’t cash. So let’s “audit” the last decade of receipts from the six biggest monthly payers in America. We’re asking two questions:
Did the monthly check arrive on time and in full?And were investors able to cash their checks without taking down the price of the stock?The 6 Biggest Monthly Dividend PayersHere’s the list, along with a spoiler: half of these monthly dividend companies couldn’t keep the checks coming for a full decade.
Monthly Dividend Stocks
Contrarian Outlook
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Why the focus on 10-year total return when we are here for the dividends? Because we’re not interested in a melting share price! When we retire on dividends we want our principal to stay intact (or, even better, to appreciate).
As you can see this is not a “close your eyes and buy” shopping list. We have some problem children. To name names, landlord EPR Properties (EPR) was a compelling buy for retirees. It collects rent checks from “experience venues” focused on activities like Topgolf and ski resorts. Younger generations spend their money on experiences versus collecting “things” so, perfect, right?
Kind of—until 2020 came along! The world shut down in March and by May, EPR had suspended its monthly payout. The “temporary freeze” ended up lasting fourteen months because it took a while for the world to reopen.
Then we have the “other Apple,” Apple Hospitality (APLE), a hotel landlord whose roughly 220 old properties fly the Marriott and Hilton flags. Business travel is a big driver of APLE’s business and that came to a halt in March 2020. And likewise, its monthly payout skidded to a stop!
When APLE resumed payments in March 2021, they were not every month. They were quarterly, and even then, only a penny per share. The monthly check didn’t return until March 2022—two full years after it vanished.
Agree Realty (ADC) delivered the second-best total return in our audit, 135% over the 10-year period. More than a double, through rents from the Walmarts and Tractor Supplys of the world.
Agree is new to the monthly game, though. It paid a quarterly dividend until January 2021, when its marketing team flipped to a monthly payout, which Agree has paid on time ever since. Five of the ten years it’s been paying the monthly—but hey, let’s note it’s a recent convert to Monthly Land.
Realty Income (O) deserves its own line. It literally trademarked “The Monthly Dividend Company,” and to its credit, it has dished checks every 30 days for decades. Problem is, a 48% total return over an entire decade is sort of terrible!
AGNC Investment Corp (AGNC) is quietly another dog, even though it always pays a generous headline yield. And monthly, too! So what’s not to like?
The not-so-great total returns, that’s what.
The company is a mortgage REIT, which means it buys mortgages. These are relatively safe mortgage-backed securities from government agencies like Fannie and Freddie, so there’s not a big problem there. The issue is that these mortgage bonds don’t pay a lot of money, so AGNC “levers up”—it borrows to buy more to increase its income. Then money is too expensive and this eats into AGNC’s profitability.
In March 2020 AGNC chopped the monthly payout from $0.16 to $0.12—and never restored it. This stock is more of a breakfast beer than a long-term holding. There’s a time and a place, but you don’t want to make a daily habit out of it. Investors who held over the past decade earned just 88%, which isn’t very good—it means AGNC compounded at only 6.5% per year. This stock dishes a monthly dividend of 12.9% and loses nearly 6% per year in price. Not ideal!
AGNC Returns
Contrarian Outlook
The monthly champion is a favorite of ours here at Contrarian Outlook, business development company (BDC) Main Street Capital (MAIN). Main was early on the monthly train, paying its divvie every single month (without a cut!) since its 2007 IPO.
And MAIN grew investors’ wealth, too. The shares themselves are up 59% over our decade, before a single dividend. Add the payout and you’re at 236%, the top of our audit table.
What makes MAIN the bluest of BDC blue chips? Two engines instead of one. Most of its competitors simply lend money and collect interest. MAIN lends and takes equity stakes alongside the debt.
Make no mistake: Management is bullish. It just declared its 19th consecutive quarterly “bonus” dividend—that’s on top of the regular monthly payout, which it raised 4% this year. That adds up to an 8.4% yield, including special payouts. And it teased another likely bonus for September! And for those of us paying strict attention to net asset value (NAV), there has been no blip whatsoever. MAIN’s NAV grew to a record high.
Here’s another great thing at MAIN. Insiders own 3.8% of the company, roughly 3.7 million shares. That’s unusual and high for a BDC. They run the place like they own it, because… they do!
Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: Your Early Retirement Portfolio: Huge Dividends—Every Month—Forever.
Key Takeaways CB raised its quarterly dividend by 5.2%, extending its streak to 33 consecutive annual dividend increases. CB authorized a new $7.5 billion share repurchase program, enhancing capital return flexibility. Strong underwriting, investment income and cash flow support reinvestment and shareholder distributions. Chubb Limited (CB - Free Report) follows a disciplined and balanced capital deployment strategy that prioritizes profitable business growth while consistently returning excess capital to shareholders. Its strong underwriting performance, substantial operating cash flow and recurring investment income enable the company to maintain financial strength and deploy capital efficiently.
Chubb has a long track record of increasing its dividend. In 2026, the board approved a 5.2% increase in the quarterly dividend to $1.02 per share, marking the 33rd consecutive year of dividend increases. Share buybacks are a key component of Chubb's capital allocation strategy. Effective July 1, 2026, the board authorized a new $7.5 billion share repurchase program, providing management with significant flexibility to return excess capital when valuations are attractive.
Several factors that provide Chubb with the financial flexibility to deploy capital effectively are strong underwriting profitability and disciplined risk selection; robust operating cash flow generated from recurring insurance premiums; significant investment income; and excellent capital adequacy and balance sheet strength.
Chubb invests heavily in expanding its global insurance franchise through product innovation, geographic expansion, technology, AI-driven underwriting, digital claims capabilities and distribution partnerships to support long-term profitable growth.
Chubb prioritizes preserving its superior capitalization and liquidity, enabling it to support underwriting growth and maintain high financial strength ratings across market cycles.
Chubb's combination of steady dividend growth, substantial share repurchases, disciplined reinvestment and selective acquisitions reflects a prudent capital allocation philosophy. Backed by industry-leading underwriting performance, strong cash generation, and a fortress balance sheet, the company is well-positioned to create sustainable long-term shareholder value.
What About Its Peers?First American Financial Corporation (FAF - Free Report) follows a balanced capital-return strategy that combines a steadily growing dividend with opportunistic share repurchases. FAF generally uses a combination of regular dividend increases and selective share repurchases to distribute excess capital. FAF has increased its dividend for more than 15 consecutive years, reflecting management's commitment to returning capital through various housing market environments.
American Financial Group, Inc. (AFG - Free Report) has one of the most shareholder-friendly capital allocation policies in the U.S. insurance sector. AFG regularly generates capital that is needed to support underwriting operations. Returning excess capital to shareholders in the form of regular and special cash dividends and through opportunistic share repurchases is an important and effective component of American Financial’s capital management strategy. The combination of growing regular dividends, frequent special dividends, opportunistic buybacks and strong underwriting profitability has enabled the company to deliver substantial cash returns to investors over time.
CB’s Price PerformanceShares of CB have gained 26.6% in the past year, outperforming the industry.
Image Source: Zacks Investment Research
CB’s OvervaluationThe stock is overvalued compared with its industry. It is currently trading at a price-to-book value multiple of 1.72, higher than the industry average of 1.49. It carries a Value Score of B.
Image Source: Zacks Investment Research
Estimate Movement for CBThe Zacks Consensus Estimate for CB’s second-quarter 2026 has moved up 0.1%, and the third-quarter 2026 EPS has moved down 0.1% in the past 30 days. The same for the full-year 2026 and 2027 EPS has moved down 0.1% and 0.2%, respectively, in the past 30 days.
The market expects State Street Corporation (STT - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 16. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $3.30 per share in its upcoming report, which represents a year-over-year change of +30.4%.
Revenues are expected to be $3.85 billion, up 11.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.02% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for State Street?For State Street, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.35%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that State Street will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that State Street would post earnings of $2.6 per share when it actually produced earnings of $2.84, delivering a surprise of +9.23%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
State Street appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Banks - Major Regional industry, BNY (BNY - Free Report) , is soon expected to post earnings of $2.2 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +13.4%. This quarter's revenue is expected to be $5.38 billion, up 7.1% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for BNY has been revised 1.7% up to the current level. Nevertheless, the company now has an Earnings ESP of +0.05%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that BNY will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Freeport-McMoRan (FCX - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this mining company have returned -7.4% over the past month versus the Zacks S&P 500 composite's +1.1% change. The Zacks Mining - Non Ferrous industry, to which Freeport-McMoRan belongs, has lost 5.6% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Freeport-McMoRan is expected to post earnings of $0.61 per share, indicating a change of +13% from the year-ago quarter. The Zacks Consensus Estimate has changed +2.7% over the last 30 days.
The consensus earnings estimate of $2.63 for the current fiscal year indicates a year-over-year change of +48.6%. This estimate has changed +4.8% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $3.5 indicates a change of +32.9% from what Freeport-McMoRan is expected to report a year ago. Over the past month, the estimate has changed +1.2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Freeport-McMoRan is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Freeport-McMoRan, the consensus sales estimate of $6.38 billion for the current quarter points to a year-over-year change of -15.8%. The $27.84 billion and $32.36 billion estimates for the current and next fiscal years indicate changes of +7.4% and +16.2%, respectively.
Last Reported Results and Surprise HistoryFreeport-McMoRan reported revenues of $6.23 billion in the last reported quarter, representing a year-over-year change of +8.8%. EPS of $0.57 for the same period compares with $0.24 a year ago.
Compared to the Zacks Consensus Estimate of $5.61 billion, the reported revenues represent a surprise of +11.05%. The EPS surprise was +21.28%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Freeport-McMoRan is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Freeport-McMoRan. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
MARA stock is charging ahead with explosive momentum. What’s behind MARA gains? The DealThe site encompasses more than 1,200 acres in Matagorda County, approximately 90 miles southwest of Houston, and is expected to provide access to up to 1 GW of grid capacity by October 2027 and up to 2 GW by April 2028. The site has already received interest from potential High-Performance Computing tenants. HIF will retain a minority ownership interest in the project upon execution of a lease with an HPC tenant.
Upon full energization, the site is expected to more than double MARA’s potential power capacity to approximately 4.8 GW across its portfolio — including the anticipated close of MARA’s previously announced agreement to acquire Long Ridge Energy & Power.
The Development Plan“This transaction advances our strategy of securing strategically located infrastructure assets capable of supporting high-performance compute and bitcoin workloads,” said Fred Thiel, MARA’s Chairman and CEO. “Sites with access to reliable, scalable power will become increasingly valuable. This acquisition meaningfully expands our long-term development pipeline.”
MARA Shares ClimbMARA Price Action: At the time of publication, MARA shares are trading 10.48% higher at $13.28, according to data from Benzinga Pro.
This illustration was generated using artificial intelligence via Midjourney.
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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MARA Holdings (MARA) shares are ripping higher on Thursday after the company announced a major acquisition that meaningfully accelerates its pivot into the AI and data center infrastructure space.
Before the market opened on July 9th, MARA said it has agreed to acquire a “1,200-acre” powered land site in Matagorda County from HIF USA.
This landmark deal, structured with post-closing milestone payments that could reach up to $600 million, hands MARA the crucial rights to a massive 2 gigawatt (GW) power capacity pipeline.
Including today’s gains, MARA stock is up more than 35% versus the start of this year (2026).
MARA shares rallied this morning primarily because the Matagorda County acquisition addresses the scarcest commodity in the tech sector: scalable, highly reliable grid power.
Under the terms of the transaction, MARA is securing a site projected to bring an initial 1 gigawatt of grid capacity online by October 2027, with an increase to its full 2 GW capacity scheduled for April 2028.
By locking down this tremendous energy pipeline, MARA is positioning itself as a key partner for data-hungry enterprise clients.
In short, the announced transaction enables the Nasdaq-listed firm to capture the immense premium tech giants are willing to pay for ready-to-use power.
The Matagorda County agreement is largely bullish for MARA stock, particularly because the site is specifically optimized for High-Performance Computing (HPC) and AI workloads.
MARA Holdings Inc intends to develop this expansive Texas asset alongside its strategic partner, Starwood Digital Ventures, to construct a premier multi-tenant digital infrastructure campus.
In its press release, management said it has already received initial inbound interest from potential HPC tenants looking to lease space.
The ability to deploy flexible compute operations – where the campus can dynamically alternate between mining BTC and powering intensive AI training models – presents a lucrative, diversified business model that shields MARA from the cyclical downturns of the traditional crypto mining ecosystem.
This blockbuster Texas transaction effectively reshapes MARA shares’ long-term valuation model by elevating its total development pipeline to an industrial scale.
When combined with the firm's pending $1.5 billion acquisition of Long Ridge Energy & Power in Ohio, the addition of the Matagorda site will more than double MARA's total potential portfolio capacity to an astonishing 4.8 gigawatts.
While lingering bearish headwinds remain, including a steep Q1 net loss and recent analyst price target cuts, today’s bold infrastructure expansion proves that MARA is aggressively executing its transformation.
For a market that is continuously starved for AI data center capacity, MARA’s massive energy land grab represents a pivotal moment that solidifies its status as a core player in the global technology infrastructure race.
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.
Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.
One company to watch right now is Viatris (VTRS - Free Report) . VTRS is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A.
Another notable valuation metric for VTRS is its P/B ratio of 0.75. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 2.13. Over the past year, VTRS's P/B has been as high as 0.81 and as low as 0.55, with a median of 0.70.
Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. This is a preferred metric because revenue can't really be manipulated, so sales are often a truer performance indicator. VTRS has a P/S ratio of 1.33. This compares to its industry's average P/S of 1.4.
Finally, investors should note that VTRS has a P/CF ratio of 5.21. This metric focuses on a firm's operating cash flow and is often used to find stocks that are undervalued based on the strength of their cash outlook. VTRS's P/CF compares to its industry's average P/CF of 12.70. Over the past 52 weeks, VTRS's P/CF has been as high as 8.41 and as low as 4.30, with a median of 5.49.
These figures are just a handful of the metrics value investors tend to look at, but they help show that Viatris is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, VTRS feels like a great value stock at the moment.
Shares of Marathon Digital (NASDAQ:MARA | MARA Price Prediction) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher.
The rally caps a volatile stretch for MARA stock in which double-digit moves aren’t unheard-of. Today’s snapback matters for traders watching MARA stock approach the $15 resistance level.
Bitcoin (CRYPTO:BTC) provides a sector tailwind. BTC is trading near $62,915 in midday action after tagging an intraday high of $63,199, up 1.76% over the past 24 hours. That mild Bitcoin bid lifts the whole complex, but MARA stock is outpacing its peers on the day.
The Catalyst: A 1,200-Acre Bet on AI Power The trigger is a fresh land deal. Marathon Digital announced its acquisition of a 1,200-acre powered land site in Matagorda County, Texas from HIF USA, developed with Starwood Digital Ventures. The property is expected to provide up to 1 GW of grid capacity by October 2027, scaling to 2 GW by April 2028.
Upon full energization, the site more than doubles Marathon Digital’s total power capacity to about 4.8 GW, factoring in the pending $1.5 billion Long Ridge acquisition, a 505 MW gas plant in Ohio. CEO Fred Thiel stated, “This transaction advances our strategy of securing strategically located infrastructure assets capable of supporting high-performance compute and bitcoin workloads.”
The deal cements Marathon Digital’s pivot from pure-play mining toward AI and high-performance computing infrastructure, joining a sector-wide race to convert power-rich sites into data center campuses. It also aligns MARA with peers racing to monetize gigawatt-scale power assets.
Peers Follow, but MARA Leads Today The rally has spread to multiple cryptocurrency-focused stocks. Riot Platforms stock is up 5% to $22.22, and CleanSpark shares are higher by 6% to $13.11. Meanwhile, TeraWulf stock is up 4% to $23.73.
Riot Platforms brings AI credentials from $33.15 million in Q1 2026 data center revenue anchored by an Advanced Micro Devices (NASDAQ:AMD) lease at its Rockdale, Texas campus. TeraWulf sits further along the transition, with HPC lease revenue at more than 60% of Q1 2026 total and total contracted revenue above $13 billion, largely backstopped by Alphabet‘s (NASDAQ:GOOGL) Google credit.
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The YTD Picture Tells a Different Story Today’s leader isn’t the frontrunner for 2026 so far. Marathon Digital stock is up 50.5% year to date (YTD), but that trails Riot Platforms at 72% YTD and TeraWulf at 106%. CleanSpark shares are up 29% YTD, keeping MARA in the middle of the pack.
Analyst positioning echoes the ranking. Citigroup (NYSE:C) raised its Riot Platforms stock price target to $28 with a Buy rating, and Morgan Stanley (NYSE:MS) lifted TeraWulf to $72 with an Overweight rating on its $19 billion, 20-year Anthropic lease. Marathon Digital faced the opposite treatment, with Morgan Stanley cutting its MARA target to $5.50 from $7 at Underweight, though the Street average target sits at $18.54.
Bull vs. Bear on Marathon Digital The bull case rests on scale. If Matagorda, Long Ridge, and the Starwood joint venture deliver as advertised, Marathon Digital could rival TeraWulf and Riot Platforms in gigawatt-class AI capacity within roughly two years. Marathon Digital’s 72.2 EH/s energized hashrate, up 33% year over year (YoY) keeps mining cash flow live during the transition, and the pending Long Ridge close targets positive EBITDA on day one.
The bear case centers on dilution and execution. MARA stock carries a beta of 5.37 and a 52-week range of $6.66 to $23.45. Critics point to executive compensation, equity raises, and the absence of a finalized hyperscaler tenant, something TeraWulf (Google, Core42, Fluidstack) and Riot Platforms (AMD) already have locked in. Furthermore, Marathon Digital’s Q1 2026 revenue of $174.6 million missed the $184.21 million consensus estimate.
For sector-level context, the CoinShares Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI) holds MARA, RIOT, and CLSK, offering diversified exposure to cryptocurrency-mining businesses. The ETF isn’t leveraged, though crypto-miner funds remain highly volatile.
What to Watch Investors can watch for whether today’s move holds into the close and whether Marathon Digital secures a hyperscaler anchor tenant for Matagorda or Long Ridge. Given the group’s high beta and direct crypto linkage, investors should consider keeping position sizes modest and treating any single-day rally as tactical rather than thesis-confirming.
Bitcoin’s next price move remains the swing factor for the whole cohort. A break back above $63,200 could extend the miner bounce into Friday, while a slip under $62,400 would likely take MARA, RIOT, CLSK, and WULF with it. The next scheduled catalyst is the group’s Q2 2026 earnings cycle, where Marathon Digital’s ability to translate power capacity into signed AI leases will be the key line for investors to track.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marathon Digital didn't make the cut. Grab the names FREE today.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Root, Inc. (ROOT - Free Report) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ROOT broke through the 200-day moving average, which suggests a long-term bullish trend.
The 200-day simple moving average helps traders and analysts determine overall long-term market trends for stocks, commodities, indexes, and other financial instruments. The indicator moves higher or lower along with longer-term price moves, serving as a support or resistance level.
ROOT could be on the verge of another rally after moving 22.7% higher over the last four weeks. Plus, the company is currently a Zacks Rank #3 (Hold) stock.
The bullish case only gets stronger once investors take into account ROOT's positive earnings estimate revisions. There have been 1 higher compared to none lower for the current fiscal year, and the consensus estimate has moved up as well.
Investors should think about putting ROOT on their watchlist given the ultra-important technical indicator and positive move in earnings estimate revisions.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Latin America’s biggest stock exchange just made its boldest crypto move yet. B3, the São Paulo-based exchange that dominates trading across the region, launched options on Bitcoin, Ether, and Solana futures on July 6, completing a derivatives trifecta that took roughly two years to build.
The new contracts trade under the tickers BIT, ETR, and SOL. At expiration, they automatically exercise into the underlying futures positions, meaning traders never have to fumble with spot token custody. Settlement happens either in cash or through the futures contract itself.
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What B3 actually built The options trade independently from 9:00 a.m. to 6:30 p.m. São Paulo time. B3 has enlisted designated market makers to keep bid-ask spreads tight and ensure adequate liquidity.
This launch didn’t happen overnight. B3 introduced Bitcoin futures back in April 2024 with a contract size of 0.1 BTC. Ether and Solana futures followed on June 16, 2025. The options layer is the natural next step, giving traders the ability to construct limited-risk strategies around positions they already understand.
Rafael Tsopanoglou Teodoro, B3’s Product Manager for Currencies, framed the expansion as a way to connect Brazilian investors with global market trends while maintaining robust risk management. The entire operation runs under the oversight of Brazil’s securities regulator, CVM.
What this means for investors For retail traders in Brazil, the immediate impact is access. Options allow for strategies like protective puts and covered calls that were previously only available through unregulated venues. The automatic exercise into futures removes a layer of complexity that often trips up less experienced traders.
For institutional investors, B3’s regulated framework is the main draw. Asset managers, hedge funds, and family offices that are mandated to trade on regulated venues now have a compliant way to gain crypto options exposure across three major assets. The CVM oversight means these products come with standardized clearing, counterparty risk mitigation, and the kind of audit trail that compliance departments demand.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Grayscale Investments, one of the largest asset management companies in the market, shared eight cryptocurrencies that stand out in the current market cycle and the key use cases each represents.
Grayscale, sharing from account X, identified eight key use cases for the current cycle: “Digital currency, World Computer, Global payments, High performance, 24/7 on-chain commerce, Tokenization and oracles, Next-generation infrastructure, Mass customization.”
Grayscale, which also identifies the prominent cryptocurrencies in these areas, included Bitcoin and 7 altcoins, including Ethereum and XRP, in its list.
At this point, Grayscale argues that Bitcoin’s fixed supply, institutional investor interest, and adoption as a reserve asset have made it a cornerstone of the cryptocurrency market.
“Bitcoin (BTC) → Digital money
Ethereum (ETH) → World Computer
XRP → Global payments
Solana (SOL) → High performance
Hyperliquid (HYPE) → 24/7 on-chain trading
Chainlink (LINK) → Tokenization and oracles
SUI → Next-generation infrastructure
Avalanche (AVAX) → Mass customization”
Looking at the table, Grayscale describes Ethereum as a global infrastructure for smart contracts and decentralized applications, while highlighting XRP for cross-border money transfers.
According to the company, Solana attracts developers with its high transaction capacity and low-cost infrastructure, while Chainlink stands out with its oracle infrastructure, which plays a critical role in the tokenization of real-world assets.
HYPE, the token of the Hyperliquid ecosystem, has recently stood out among projects offering 24/7 on-chain derivatives trading and a decentralized trading experience.
Finally, while Sui (SUI) stands out with its next-generation Layer-1 architecture focusing on scalability and user experience, Avalanche is considered a significant alternative in enterprise use cases.
*This is not investment advice.
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Sentiment extremes are noisy, but when a top-ten asset’s negative crowd chatter hits a yearly high at the exact moment trading activity grinds to a low, it becomes a signal worth unpacking. That is where Solana finds itself. According to a Santiment update on July 9, SOL’s negative commentary reached its most intense day of 2026, while trading volume fell to its weakest level of the year. The frustration is not directionless. Solana has been at the center of strong narratives around tokenized stocks and real-world asset activity, yet price has not given traders the return they expect.
The combination of peak FUD and thin volume often creates a fragile market structure. When retail traders have largely stepped back and sentiment is overwhelmingly bearish, the residual liquidity can make price more sensitive to even modest demand. Sharp moves can emerge from low-attention zones precisely because fewer participants are positioned for them. In previous cycles, similar sentiment troughs for SOL have preceded quick snapbacks, catching late shorts off guard.
Why Thin Volume and Peak FUD Matter Order books thin out when volume collapses. With fewer resting bids and asks, a sudden uptick in buying — whether from an institutional allocation shift or a large stakeholder returning — faces less friction. The result can be a rapid repricing that fuels momentum before the crowd adjusts. Santiment’s signal draws on social data and on-chain exchange flows that historically map to local bottoms. The current reading does not guarantee a reversal, but it places SOL in a rare position where the crowd is most bearish when the asset may have the lowest retail resistance.
Narratives Are Strong but Patience Has Worn Thin The disappointment is understandable. Solana has become a meaningful layer for tokenized assets, with the real-world asset sector crossing $20 billion on-chain and major institutions reshaping the space. Traders who positioned for a narrative-driven price move are now sitting in drawdown, and their social fatigue is showing up vividly in the data. The fact that negative mentions spiked to a 2026 high underscores just how exhausted the long side has become. When narratives fail to convert into immediate price action, markets often punish the latecomers first — and that is the kind of flush that can set the stage for a new impulse leg.
What the Charts Don’t Guarantee History does not repeat perfectly. Low volume can also signal genuine apathy, not a coiled spring. A macro shock, a legal shift, or a break below key SOL support levels could extend the pain rather than spark a bounce. What traders should watch is whether on-chain behavior begins to diverge from social mood. If active addresses, developer engagement, or institutional flows remain constructive while X feeds turn negative, the split would reinforce the contrarian case. For now, Solana’s developer activity remains robust, suggesting that building continues even as short-term sentiment sours.
SOL is sitting in a high-FUD, low-attention pocket. When price starts moving out of those pockets, it rarely gives polite warnings. The market’s next assignment is deciding whether this crowd pessimism is justified or simply the background noise that typically precedes the next leg higher. If a rebound does materialize from this zone, it would fit a familiar pattern where assets punish the most crowded sentiment.
AUTHOR
Kester is an experienced freelance content writer. His focus is primarily on blockchain technology and cryptocurrency. One might even refer to him as a "blockchain enthusiast." He has been following advancements in the crypto and blockchain area for several years, researching and writing his insights in the media. In addition to being a skilled content writer, Mushumir is also knowledgeable in SEO and digital marketing. He aspires to succeed as a content creator in the digital realm, dealing with customers in the finance and tech industries to generate traffic through engaging taglines and content. Mushumir enjoys traveling, reading, and playing cricket when he is not writing. He now works as a news and article writer for BlockchainReporter.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Stripe subsidiary Privy has partnered with Solana infrastructure firm Jito Labs on a new transaction certainty tool called FullSend, which will help ensure that transactions sent from Privy wallets are included in Solana blocks "as fast as the network allows," according to an announcement shared with The Block.
FullSend was co-developed by Privy and Jito, one of the most prominent Solana infrastructure firms, and has reportedly been running unannounced in production inside Privy since the beginning of the year. Since January, FullSend has achieved 99.999% landing reliability across millions of transactions.
"Transaction landing on Solana became more complicated than it ever needed to be — tips, priority fees, picking the right endpoint. We wanted to make that entire decision disappear for developers,” Privy CTO Asta Li said in the statement.
FullSend works by automatically routing every transaction signed in a Privy wallet directly to the current and upcoming Solana leaders through Jito’s low-latency network. Solana rotates block building leaders roughly every 400 milliseconds per slot, following a predetermined schedule based on stake.
In addition to helping ensure inclusion, the system also bypasses any Maximal Extractable Value (MEV) risks, like bots front-running, sandwiching, or censoring transactions.
According to the announcement, FullSend cuts Privy’s inclusion latency for transactions to 50 milliseconds, “putting transactions in front of leaders before the competition.” Traditionally, Solana wallets send transaction information to a public or hosted RPC node, which then broadcasts it to the network — a process that takes at least 200 ms.
"The best applications on Solana win or lose on how fast and reliably their transactions land — that's the whole game,” Jito Labs CEO Lucas Bruder said. “FullSend is our answer at the infrastructure layer: straight to the leader, standard priority fees, MEV protection by default.”
The announcement notes the solution is especially geared toward fintechs, market makers, and other institutional Solana users who need speed and certainty when transacting on a blockchain.
Earlier this year, Privy partnered with Alchemy on an institutional onboarding solution. Privy counts fintechs like Klarna, Ramp, and Deel as users, as well as Hyperliquid, and claims 140 million accounts that process billions of dollars in monthly volume.
Stripe, which is also co-developing the stablecoin-focused Layer 1 blockchain Tempo, acquired Privy in 2025 following its $1.1 billion acquisition of Bridge.
Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.
Crypto-related stocks in U.S. markets continued their rally during trading hours, with MARA surging 15.27%.
According to market data from BIT (bit.com), US-listed crypto-related stocks continued to strengthen during intraday trading. Details: Strategy (MSTR) rose 2.11%; Circle (CRCL) gained 0.83%; MARA Holdings (MARA) surged 15.27% after announcing the acquisition of a Texas-based 2000MW computing power park project company for up to $600 million; Riot Platforms (RIOT) climbed 6.1%.
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JPMorgan: The biggest risk for Bitcoin is not Strategy’s sell-off, but blockchain adoption that bypasses public chains and tokens.
JPMorgan Chase’s analyst team noted that the market views Strategy’s Bitcoin sale plan as a key risk for the crypto sector, but it is not a major structural threat to Bitcoin. The more fundamental risk lies in tokenization, payments, and settlements increasingly taking place on permissioned infrastructure that does not rely on public blockchains. If this trend continues, the entire crypto ecosystem could face a "structural downgrade"—marked by slower transaction activity, reduced liquidity, and weaker capital inflows—ultimately weighing on Bitcoin. The analysts stated bluntly: "In our view, a more significant risk stems from the way blockchain is adopted in traditional finance, which continues to bypass public, permissionless networks." The analysts explained that institutional adoption so far has clearly favored permissioned chains, as they offer advantages in privacy, KYC/AML controls, governance, throughput, legal accountability, and regulatory certainty, posing a competitive threat to public blockchains like Ethereum. If tokenized deposits are widely adopted—especially in non-transferable forms favored by regulators—it could reduce demand for stablecoins in institutional payments and settlements; SWIFT’s blockchain initiative and central bank digital currency (CBDC) projects such as the digital euro and digital renminbi further strengthen regulated alternatives. In the roughly $500 billion tokenized real-world assets market, while Ethereum currently holds a certain share, this likely reflects early-stage experimentation rather than the market’s long-term structure. As institutional adoption grows, issuance, custody, settlement, and lifecycle management will likely be conducted more on private or permissioned infrastructure that meets requirements for identity, confidentiality, and operational resilience, with public blockchains used only for distribution and limited secondary trading.
1 seconds ago
Security Warning: Abnormal on-chain fund flows detected for the CodexField project on BNB Chain.
On-chain investigator Specter has issued a community security alert, warning of potential fund misappropriation risks associated with the CodexField project on BNB Chain. On-chain tracking shows the project has amassed over $85 million in funds. Specter detected abnormal on-chain fund flows yesterday: a wallet bridged 17.3 million USDT from TRON to Ethereum, then swapped the tokens for DAI via Bitget Swap on Polygon. So far, $6.5 million has been transferred out, while the remaining $10.8 million is still in transit. The funds were originally bridged from Ethereum to TRON roughly six months ago, and the source wallet is linked to CodexField’s deposit contract. Below are key addresses for users to verify on their own: EVM: 0xBc606358910b3720d136F0d4Ce12b759C270747a TRON: TQNTEYadFVVQeobBtctSjurJ5RpfBsTmqh, TAzpg8L1WkkzCxxZk8TYnvaRYahehh52MK Related deposit contract: 0x9E6A75b546B65E7B9D34E2c9aB8Fe224B9aA52AA Additional red flags: The project requires a minimum $100 deposit for participation. Blockchain security tool Blocksec MetaSuites initially labeled the deposit contract as "Fake CodexField", but Specter’s follow-up investigation found the contract is actually operated by the CodexField team itself. The project uses multiple domains and subdomains to collect user deposits, and the team previously shared these domains via official channels. Its fund flow pattern is unusual, deviating from standard fund management practices: the project bridges funds across multiple blockchains, routes them through intermediate wallets, and ultimately sends assets to centralized exchanges. Specter noted that based on on-chain activity, the project warrants high vigilance. It advises all users interacting with CodexField to exercise extreme caution until the team provides a transparent explanation of its fund movements.
1 seconds ago
Post-quantum cryptography management platform QIZ Security closes $17 million seed round.
QIZ Security, a crypto posture and post-quantum cryptography (PQC) management platform, announced the completion of a $17 million seed funding round, led by Bessemer Venture Partners and Merlin Ventures, with participation from Evolution Equity Partners, Qbeat Ventures, Singtel Innov8, and Qino Cyber Capital. The capital will be used to accelerate product R&D and market expansion. QIZ Security was co-founded by Ben Volkow, Lenny Ridel, and Itan Barmes; the team has years of experience in cybersecurity, enterprise services, and post-quantum transformation, with Barmes previously leading Deloitte’s global quantum cybersecurity readiness team. Its platform helps enterprises identify and assess crypto asset risks and implement remediation measures, and is currently applied in industries including finance, telecommunications, healthcare, and critical infrastructure. It has also established partnerships with Cisco, AWS, Google, CrowdStrike, Deloitte, EY, and IBM, among others.
1 seconds ago
Hyperliquid recommends that the U.S. Commodity Futures Trading Commission (CFTC) formally recognize that on-chain protocols are not required to register, and non-custodial wallets do not serve as financial intermediaries.
Hyperliquid Policy Center (HPC) and Phantom have jointly submitted comments to the U.S. Commodity Futures Trading Commission (CFTC) in response to the agency’s request for feedback on whether existing rules keep pace with the evolution of financial technology, proposing to explicitly extend the distinction between "building tools" and "operating regulated businesses" to on-chain markets. The comments note that software engineers have been developing matching engines for regulated futures trading platforms for decades, and the CFTC has never classified them as trading platform operators. However, developers in the digital asset sector have long lacked such clarity, forcing many to opt for offshore development. The current CFTC, led by Chairman Selig, is working to address this gap and carve out room for innovation for fintech firms in digital asset and derivatives markets. The two entities put forward three key recommendations: First, explicitly confirm that merely publishing on-chain protocol software itself does not require registration — a factor often decisive for engineers when choosing where to develop. Second, establish a clear path for the CFTC’s registration bodies to operate regulated functions using on-chain infrastructure, enabling trading platforms and clearinghouses to replace decades-old legacy systems with transparent infrastructure. Third, formalize Phantom’s recent no-action letter into official rules, eliminating the need for self-custody wallet providers to apply for approved exemptions on a case-by-case basis. HPC and Phantom stress that self-custody and transparent on-chain systems can embed investor protection directly into technology, while regulated intermediaries retain responsibility for issues that technology cannot resolve independently. This approach will bring the next generation of financial markets within reach of U.S. consumers.
1 seconds ago
Micron raises its U.S. investment plan to $250 billion, betting on demand for AI memory chips.
Micron Technology plans to increase spending on its new U.S. factory to $250 billion to meet the surging demand for memory chips driven by the global artificial intelligence boom. The move adds $50 billion to Micron’s previously announced $200 billion commitment to expanding domestic U.S. chip manufacturing, covering projects in New York, Idaho, and Virginia. The expenditure is expected to run through 2035, and will help the company achieve its target of producing 40% of its DRAM products in the U.S. within the next decade.
If you’ve ever submitted a Solana transaction and watched it disappear into the void, you’re not alone. A new integration between wallet infrastructure provider Privy and MEV specialist Jito is designed to make that experience a relic of the past.
The two companies have co-developed FullSend, a tool that automatically routes every transaction signed in a Privy wallet directly to whichever validator is currently building the next Solana block.
How FullSend actually works Under normal circumstances, Solana transactions travel through RPC (Remote Procedure Call) nodes before reaching a block producer. RPC routing introduces latency, and during periods of high network congestion, it can lead to dropped or delayed transactions. FullSend sidesteps this entirely by leveraging Jito’s block engine to send transactions straight to the active block-building leader.
The integration runs under the hood of Privy’s wallet infrastructure, meaning developers building on Privy don’t need to implement custom routing logic. Every transaction signed through a Privy wallet, whether it’s an externally-owned account or an embedded wallet, gets the FullSend treatment automatically.
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Privy has positioned itself as a provider of embedded wallet and authentication solutions across the Solana ecosystem, targeting applications that want to abstract away the complexity of wallet management for end users.
Jito’s quiet dominance of Solana infrastructure Jito operates Solana’s primary MEV block engine and leader auction systems. Its modified validator client runs on the majority of the network’s stake, making it the backbone of how transactions actually get prioritized and included on the chain.
MEV, or Maximum Extractable Value, refers to the profit that validators or searchers can extract by reordering, inserting, or censoring transactions within a block.
For Privy, partnering with Jito extends its strategy to build wallet infrastructure. The company has previously worked with Helius, another prominent Solana infrastructure provider.
What this means for Solana users and investors FullSend addresses transaction reliability at the application layer rather than the protocol layer. Protocol upgrades require network-wide consensus and take time. Application-layer improvements can be deployed immediately and benefit users without waiting for validator upgrades.
For developers building consumer-facing applications on Solana, FullSend removes a routing optimization problem from their implementation requirements. Every transaction signed through a Privy wallet, across both externally-owned accounts and embedded wallets, is routed automatically.
There’s also a centralization question worth flagging. Jito’s client already runs on a majority of Solana’s stake, and deeper integration with wallet providers like Privy concentrates more of the transaction pipeline through Jito’s infrastructure. If Jito’s block engine experiences issues, the blast radius is significant.
Performance data and adoption metrics for FullSend haven’t been publicly disclosed yet, so the actual impact on transaction success rates and latency remains to be seen.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Crypto-related stocks in U.S. markets continued their rally during trading hours, with MARA surging 15.27%.
According to market data from BIT (bit.com), US-listed crypto-related stocks continued to strengthen during intraday trading. Details: Strategy (MSTR) rose 2.11%; Circle (CRCL) gained 0.83%; MARA Holdings (MARA) surged 15.27% after announcing the acquisition of a Texas-based 2000MW computing power park project company for up to $600 million; Riot Platforms (RIOT) climbed 6.1%.
1 seconds ago
JPMorgan: The biggest risk for Bitcoin is not Strategy’s sell-off, but blockchain adoption that bypasses public chains and tokens.
JPMorgan Chase’s analyst team noted that the market views Strategy’s Bitcoin sale plan as a key risk for the crypto sector, but it is not a major structural threat to Bitcoin. The more fundamental risk lies in tokenization, payments, and settlements increasingly taking place on permissioned infrastructure that does not rely on public blockchains. If this trend continues, the entire crypto ecosystem could face a "structural downgrade"—marked by slower transaction activity, reduced liquidity, and weaker capital inflows—ultimately weighing on Bitcoin. The analysts stated bluntly: "In our view, a more significant risk stems from the way blockchain is adopted in traditional finance, which continues to bypass public, permissionless networks." The analysts explained that institutional adoption so far has clearly favored permissioned chains, as they offer advantages in privacy, KYC/AML controls, governance, throughput, legal accountability, and regulatory certainty, posing a competitive threat to public blockchains like Ethereum. If tokenized deposits are widely adopted—especially in non-transferable forms favored by regulators—it could reduce demand for stablecoins in institutional payments and settlements; SWIFT’s blockchain initiative and central bank digital currency (CBDC) projects such as the digital euro and digital renminbi further strengthen regulated alternatives. In the roughly $500 billion tokenized real-world assets market, while Ethereum currently holds a certain share, this likely reflects early-stage experimentation rather than the market’s long-term structure. As institutional adoption grows, issuance, custody, settlement, and lifecycle management will likely be conducted more on private or permissioned infrastructure that meets requirements for identity, confidentiality, and operational resilience, with public blockchains used only for distribution and limited secondary trading.
1 seconds ago
Security Warning: Abnormal on-chain fund flows detected for the CodexField project on BNB Chain.
On-chain investigator Specter has issued a community security alert, warning of potential fund misappropriation risks associated with the CodexField project on BNB Chain. On-chain tracking shows the project has amassed over $85 million in funds. Specter detected abnormal on-chain fund flows yesterday: a wallet bridged 17.3 million USDT from TRON to Ethereum, then swapped the tokens for DAI via Bitget Swap on Polygon. So far, $6.5 million has been transferred out, while the remaining $10.8 million is still in transit. The funds were originally bridged from Ethereum to TRON roughly six months ago, and the source wallet is linked to CodexField’s deposit contract. Below are key addresses for users to verify on their own: EVM: 0xBc606358910b3720d136F0d4Ce12b759C270747a TRON: TQNTEYadFVVQeobBtctSjurJ5RpfBsTmqh, TAzpg8L1WkkzCxxZk8TYnvaRYahehh52MK Related deposit contract: 0x9E6A75b546B65E7B9D34E2c9aB8Fe224B9aA52AA Additional red flags: The project requires a minimum $100 deposit for participation. Blockchain security tool Blocksec MetaSuites initially labeled the deposit contract as "Fake CodexField", but Specter’s follow-up investigation found the contract is actually operated by the CodexField team itself. The project uses multiple domains and subdomains to collect user deposits, and the team previously shared these domains via official channels. Its fund flow pattern is unusual, deviating from standard fund management practices: the project bridges funds across multiple blockchains, routes them through intermediate wallets, and ultimately sends assets to centralized exchanges. Specter noted that based on on-chain activity, the project warrants high vigilance. It advises all users interacting with CodexField to exercise extreme caution until the team provides a transparent explanation of its fund movements.
1 seconds ago
Post-quantum cryptography management platform QIZ Security closes $17 million seed round.
QIZ Security, a crypto posture and post-quantum cryptography (PQC) management platform, announced the completion of a $17 million seed funding round, led by Bessemer Venture Partners and Merlin Ventures, with participation from Evolution Equity Partners, Qbeat Ventures, Singtel Innov8, and Qino Cyber Capital. The capital will be used to accelerate product R&D and market expansion. QIZ Security was co-founded by Ben Volkow, Lenny Ridel, and Itan Barmes; the team has years of experience in cybersecurity, enterprise services, and post-quantum transformation, with Barmes previously leading Deloitte’s global quantum cybersecurity readiness team. Its platform helps enterprises identify and assess crypto asset risks and implement remediation measures, and is currently applied in industries including finance, telecommunications, healthcare, and critical infrastructure. It has also established partnerships with Cisco, AWS, Google, CrowdStrike, Deloitte, EY, and IBM, among others.
1 seconds ago
Hyperliquid recommends that the U.S. Commodity Futures Trading Commission (CFTC) formally recognize that on-chain protocols are not required to register, and non-custodial wallets do not serve as financial intermediaries.
Hyperliquid Policy Center (HPC) and Phantom have jointly submitted comments to the U.S. Commodity Futures Trading Commission (CFTC) in response to the agency’s request for feedback on whether existing rules keep pace with the evolution of financial technology, proposing to explicitly extend the distinction between "building tools" and "operating regulated businesses" to on-chain markets. The comments note that software engineers have been developing matching engines for regulated futures trading platforms for decades, and the CFTC has never classified them as trading platform operators. However, developers in the digital asset sector have long lacked such clarity, forcing many to opt for offshore development. The current CFTC, led by Chairman Selig, is working to address this gap and carve out room for innovation for fintech firms in digital asset and derivatives markets. The two entities put forward three key recommendations: First, explicitly confirm that merely publishing on-chain protocol software itself does not require registration — a factor often decisive for engineers when choosing where to develop. Second, establish a clear path for the CFTC’s registration bodies to operate regulated functions using on-chain infrastructure, enabling trading platforms and clearinghouses to replace decades-old legacy systems with transparent infrastructure. Third, formalize Phantom’s recent no-action letter into official rules, eliminating the need for self-custody wallet providers to apply for approved exemptions on a case-by-case basis. HPC and Phantom stress that self-custody and transparent on-chain systems can embed investor protection directly into technology, while regulated intermediaries retain responsibility for issues that technology cannot resolve independently. This approach will bring the next generation of financial markets within reach of U.S. consumers.
1 seconds ago
Micron raises its U.S. investment plan to $250 billion, betting on demand for AI memory chips.
Micron Technology plans to increase spending on its new U.S. factory to $250 billion to meet the surging demand for memory chips driven by the global artificial intelligence boom. The move adds $50 billion to Micron’s previously announced $200 billion commitment to expanding domestic U.S. chip manufacturing, covering projects in New York, Idaho, and Virginia. The expenditure is expected to run through 2035, and will help the company achieve its target of producing 40% of its DRAM products in the U.S. within the next decade.
Micron Technology has become the stock that AI bulls and crypto natives are both fighting over. The memory chipmaker’s shares have climbed roughly 197% year-to-date in 2026, recently trading around $949, as insatiable demand for high-bandwidth memory chips collides with a supply picture so tight that every unit produced through the end of 2026 is already spoken for under binding contracts.
And now, for the first time, you can trade a tokenized version of Micron stock on Ethereum and Solana. Traditional finance and DeFi are officially sharing a lunch table.
The AI memory bottleneck powering Micron’s run The large language models and data centers powering the current wave of artificial intelligence require high-bandwidth memory, or HBM, in enormous quantities. Micron happens to be one of a small handful of companies capable of manufacturing these chips at scale.
UBS analyst Timothy Arcuri raised his price target on Micron to $1,625 in May 2026, up from $535. The rationale centers on AI-driven memory shortages that Arcuri expects to persist until at least Q2 2028.
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Micron’s HBM4 capacity is fully contracted through 2026, with tight supply conditions anticipated to extend well beyond 2027. The company has committed $27 billion in capital expenditures for fiscal 2026 alone to expand production.
Analyst 12-month price targets currently range between $600 and north of $1,500, reflecting a wide but uniformly bullish consensus.
Tokenized Micron stock hits Ethereum and Solana In June 2026, tokenized versions of Micron stock launched on two major blockchain networks. MUon debuted on Ethereum, while $MU went live on Solana. Both allow investors to gain on-chain exposure to Micron’s equity without touching a traditional brokerage account.
Tokenized stocks trade 24/7, settle almost instantly, and can be composed into DeFi strategies alongside stablecoins, lending protocols, and yield products.
Micron’s deeper crypto connection Micron has a long history of supplying GDDR memory for GPUs used in cryptocurrency mining. Every Ethereum miner who ran rigs before the network’s transition to proof-of-stake was, in some indirect way, a Micron customer.
What investors should actually worry about Multiple analysts project that peak market conditions for memory chips could arrive around 2027-2028, with a potential normalization or outright downturn by 2029. The reasoning is classic semiconductor cyclicality: competitors will eventually catch up, new fabrication capacity will come online, and the supply-demand imbalance will narrow.
The $27 billion capex commitment looks smart today. It could look very different if demand softens and capacity sits idle.
For crypto investors specifically, the tokenized stock products introduce their own set of considerations. Regulatory clarity around tokenized equities remains a patchwork globally. The tokens themselves depend on custodial arrangements and issuer reliability that vary by platform.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Wall Street giant Wells Fargo revealed massive crypto holdings via exchange-traded funds (ETFs) and stocks. The banks revealed exposure to Bitcoin, Ethereum (ETH), Solana, Strategy (MSTR), Bitmine (BMNR) and other crypto stocks.
Wells Fargo Reveals Bitcoin, ETH, Solana ETFs Exposure In its latest SEC filing, $2.5 trillion AUM Wells Fargo disclosed 6.5 million shares in BlackRock Bitcoin ETF (IBIT). It also revealed a new call position and an increase in put position in IBIT amid growing uncertainty during the US-Iran war.
IBIT holdings dropped by 75,102 shares compared to the Q4 quarter. Moreover, the Wall Street giant cut its exposure to the Invesco Galaxy Bitcoin ETF (BTCO), Ark 21Shares Bitcoin ETF, and the Fidelity Bitcoin ETF (FBTC).
While Wells Fargo decreased holdings in IBIT, Bitcoin exposure increased in Grayscale Bitcoin Mini ETF, Bitwise’s BITB, and GBTC. Notably, BITB holdings climbed 24% quarter-on-quarter.
Meanwhile, Wells Fargo boosts Ethereum ETF holdings with a 65% rise in BlackRock Ethereum ETF (ETHA) shares. The bank now holds more than 1.10 million ETHA shares worth $17.56 million.
In addition, the banking firm holds 257,157 Bitwise Ethereum ETF, 4,637 Grayscale Ethereum Staking ETF, and 623 VanEck’s ETHV shares.
Also, Wells Fargo disclosed new exposure to Solana ETFs. It scooped 13,280 in Grayscale’s GSOL and 1,638 in Fidelity Solana Fund (FSOL).
Holding in Strategy’s MSTR, Bitmine, and other Crypto Stocks On the crypto stocks side, Wells Fargo significantly ramped up its position in Michael Saylor’s Strategy (MSTR). The bank boosted its MSTR shares by 125% to almost 726,000 shares, adding an estimated $41.5 million in exposure. Notably, Strategy plans sell Bitcoin, but Grayscale claims Strategy’s Bitcoin sales are good for markets.
It also revealed new holdings in the Trump family’s American Bitcoin Corp (ABTC) and Strive (ASST). This move highlights a preference for established Bitcoin treasury companies over direct mining or trading firms.
The bank significantly increased its holdings in Bitmine Immersion’s BMNR from 2,323 to 21,547 stocks. This makes an 828% rise in Ethereum treasury exposure to $426K.
Robinhood (HOOD) shareholdings jumped from 65% to 2.56 million shares. Wells Fargo also opened put option positions for almost $116K. As CoinGape reported earlier, Robinhood CEO Vlad Tenev sold HOOD shares earlier this week.
In contrast, the bank sharply reduced its stake in Galaxy Digital by about 97% and 25% in Coinbase (COIN). This signals a strategic shift away from certain crypto stocks.
Also Read: 11 Best Crypto Copy Trading Platforms in July 2026
Solana market sentiment has turned sharply bearish amid its ongoing price decline, a new study from on-chain analytics platform Santiment confirms.
In particular, social media negativity has reached its highest level of 2026. Meanwhile, trading volume has fallen to its lowest point of the year.
Despite growing narratives around tokenized stocks and real-world asset (RWA) adoption on Solana, SOL has yet to post meaningful price gains. Santiment said the lack of price momentum has left many traders frustrated.
Meanwhile, the firm also noted that periods of extreme pessimism and weak trading activity have historically preceded unexpected price rebounds.
Solana Volume Slumps, Negative Sentiment Surges According to Santiment, Solana is seeing a rare combination of falling market participation and rising bearish sentiment. The platform said social media discussions about SOL recorded their most negative day of 2026, while trading volume dropped to its lowest level of the year.
The accompanying chart shows SOL trading around $77.80, with seven-day trading volume at roughly $2.27 billion. Trading volume has been declining since late January. Meanwhile, negative sentiment climbed to its highest level since November 2025, reaching a reading of 14.05.
Santiment said much of the pessimism stems from disappointment that bullish narratives around tokenized equities and RWA adoption have not translated into stronger price performance.
Solan Price At press time, Solana is trading at $78.18, up a modest 0.72% over the past week and 16% over the past month. However, SOL remains down 37% since the start of the year and 49% over the past 12 months.
As a result, many long-term holders are still sitting on significant losses, further reflected in the extremely bearish market sentiment.
Solana Chart by TheCryptoBasic Santiment Sees Potential Contrarian Setup Despite the weak sentiment, Santiment said the current setup could favor a potential recovery. The analytics firm noted that periods of extreme fear and thin trading activity often drive retail investors to the sidelines.
However, if buying pressure returns, larger market participants can move prices more easily under such conditions.
Santiment added that rebounds often occur when traders least expect them. It said Solana may be entering a “low-attention, high-FUD” environment, where prices could rise if sentiment improves.
However, the firm did not predict an imminent rally. Instead, it said the current conditions are historically worth watching for contrarian investors tracking shifts in market psychology.
Can SOL Hit $100 Soon? In a recent commentary, market watcher Michaël van de Poppe argued that conditions are starting to become interesting for Solana at current price levels.
In his view, holding the $73-$76 price range and moving higher would provide a strong signal that the market is ready for a run toward the psychologically important $100 level.
DisClamier: This content is informational and should not be considered financial advice. The views expressed in this article may include the author's personal opinions and do not reflect The Crypto Basic opinion. Readers are encouraged to do thorough research before making any investment decisions. The Crypto Basic is not responsible for any financial losses.
Morpho, one of DeFi’s heavyweight lending protocols, just planted its flag on Solana. The MORPHO token is now tradable through Jupiter, Solana’s dominant DEX aggregator, after being listed via Sunrise, the cross-chain asset gateway built by Wormhole Labs.
How the listing works Sunrise, which launched in November 2025, is Wormhole Labs’ answer to a persistent DeFi problem: getting tokens from one chain onto another without the usual liquidity fragmentation headaches. The model treats each new asset launch as what amounts to a tier-one listing, coordinating liquidity pushes across Solana DEXs and wallets simultaneously.
In practice, that means MORPHO didn’t just appear on one obscure pool somewhere. Initial MORPHO/USDC liquidity on Raydium has been observed in the range of $50K to $295K, with Jupiter serving as the primary trading interface where users can actually swap the token.
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For Solana users, the practical upside is straightforward: access to a major lending protocol’s governance token without touching Ethereum’s gas fees. For Morpho, it’s distribution. Getting listed on Jupiter puts MORPHO in front of one of DeFi’s most active trading audiences.
Why Morpho matters beyond the token Morpho completed a $175 million funding round in 2026 at a $2 billion valuation. Its total value locked sits at approximately $4.3 billion, putting it in the upper tier of DeFi lending protocols globally.
Morpho’s core value proposition has always been capital efficiency in lending markets, emphasizing peer-to-peer matching of lenders and borrowers to improve on the pooled-liquidity model.
What this means for Solana’s DeFi landscape Jupiter aggregates pricing across Solana’s DEX landscape, so even thin pools get routed efficiently. For protocols like Morpho, it means instant access to Solana’s active user base without building bespoke infrastructure.
Community activity around the listing has been noticeable, with discussions picking up on July 9, 2026 around peer-to-peer lending rates on Solana and what Morpho’s presence could mean for the network’s lending markets longer term.
Investors watching this space should pay attention to two things. First, whether the initial MORPHO/USDC liquidity on Raydium deepens meaningfully in the coming weeks. Second, whether this token listing is a precursor to Morpho deploying its lending protocol natively on Solana, which would represent a far more consequential expansion than token availability alone.
Bridged assets, even through well-designed systems like Sunrise, carry inherent cross-chain risk. Smart contract vulnerabilities in the bridging layer, oracle discrepancies between chains, and liquidity fragmentation across ecosystems are all factors that sophisticated traders will price in.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
@OndoFinance has extended its 24/7 on-chain minting and redemption service for tokenized US equities to @Solana, completing a multi-chain rollout that began on Ethereum and BNB Chain in late June 2026. The move brings always-on liquidity to a growing suite of tokenized stocks and ETFs, allowing users anywhere in the world to settle positions outside traditional market hours.
What the Upgrade Actually Does Prior to this rollout, Ondo's platform already permitted around-the-clock transfers of tokenized securities, but minting and redemption, the creation and cancellation of positions, were still tied to US market hours. The Defiant reported that the upgrade removes that constraint, allowing eligible users to mint or redeem tokenized equities at any hour, including weekends and public holidays, at the prevailing market price.
The assets covered include $SPYon, $QQQon, $NVDAon, and $TSLAon, among others. Crypto Times noted that these are among the most actively traded tokenized names on the platform, with additional assets expected to be added in the weeks ahead.
The system is powered by Ondo's Nexus infrastructure, which handles on-demand, price-linked creation and redemption of tokens backed by real securities held at broker-dealers. Chainlink price feeds provide the real-time pricing data that makes continuous redemption technically viable.
Scale and Competitive Context Ondo Global Markets now lists more than 430 tokenized stocks and ETFs across Ethereum, Solana, and BNB Chain. The platform states it was the first in the tokenized-stock sector to surpass $1 billion in total value locked, exceeding the combined TVL of competing platforms. Beyond trading, tokenized stocks on the platform are also being used as collateral within DeFi applications including Ondo Perps, Morpho, and Euler.
@OndoFinance has also highlighted a distinction that separates this launch from rival offerings. Competitors claiming 24/7 trading have generally confined continuous access to secondary-market transfers on centralized and decentralized exchanges, while actual issuance and redemption remained restricted to market hours. Ondo's upgrade addresses that gap directly at the protocol level.
The Solana integration reflects the network's appeal for high-throughput, low-cost on-chain activity and continues Ondo's broader strategy of expanding institutional-grade tokenized assets across multiple chains.
Sources:
The Defiant: Ondo Finance 24/7 Minting and Redemption for Tokenized Stocks and ETFs
Crypto Times: Ondo Launches Industry-First 24/7 Tokenized Stock Minting
Crypto Briefing: ONDO Finance Enables 24/7 Minting and Redemption for Tokenized Stocks and ETFs
Solana is quietly doing what most blockchains only promise on whitepapers. The network’s real transaction throughput, stripped of validator vote transactions that inflate the numbers, is consistently clearing 2,500 transactions per second.
That distinction matters more than you’d think. Solana’s approach of separating “true” user-initiated transactions from the consensus-related vote transactions that validators produce gives a cleaner picture of actual network utility.
The numbers behind the noise Analytics data from mid-2026 shows Solana’s non-vote TPS averaging between 1,600 and 3,800, depending on network demand. During high-activity periods, total TPS frequently spikes above 6,000.
Historical peaks have exceeded 4,500 TPS on particularly busy days. For context, Ethereum’s base layer processes roughly 15-30 TPS, relying on Layer-2 rollups to scale beyond that.
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Sustained levels around 3,000 TPS have become common enough that fee modeling proposals from June 2026 use that figure as a baseline assumption.
The theoretical ceiling sits at approximately 65,000 TPS, though that number lives in the realm of ideal conditions. The Firedancer client, developed by Jump Trading’s crypto division, has recorded over 1 million TPS in test settings.
Firedancer represents a ground-up rewrite of Solana’s validator software in C++, designed to push throughput well beyond what the current Agave client can handle.
Transaction costs remain remarkably low through all of this, typically coming in below $0.01 per transaction.
Architecture doing the heavy lifting The network uses Proof-of-History (PoH), a cryptographic clock that timestamps transactions before they enter consensus. Combined with Tower BFT consensus, this architecture allows Solana to process transactions in parallel rather than sequentially.
The monolithic design philosophy stands in sharp contrast to Ethereum’s rollup-centric roadmap. Ethereum essentially outsources execution to Layer-2 networks while maintaining the base layer as a settlement and data availability layer.
The number of validators has declined from over 2,500 in 2023 to around 800 by late 2025 and into early 2026. Higher hardware requirements mean fewer participants can afford to run a validator node.
What this means for investors High TPS combined with sub-penny transaction costs creates fertile ground for DeFi trading, stablecoin payments, and tokenized asset transfers — high-volume, low-margin activities that simply can’t function on chains where a single swap costs several dollars in gas fees.
The validator consolidation trend is the risk factor worth monitoring. A network that processes thousands of transactions per second but relies on a shrinking pool of node operators creates a concentration risk. If hardware requirements continue climbing with future upgrades, that 800-validator count could fall further.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Wells Fargo has expanded its exposure to Strategy while reducing part of its BlackRock Bitcoin ETF position, according to its latest regulatory filing that also shows larger investments across Ethereum and Solana-linked products.
Summary
Wells Fargo increased its Strategy stake by 125% while trimming its BlackRock Bitcoin ETF holding. The bank boosted Ethereum ETF exposure, added Solana funds, and expanded positions in Bitmine and Robinhood. SEC filings also show reduced stakes in Coinbase and Galaxy Digital despite broader crypto market exposure. According to the bank’s latest filing with the U.S. Securities and Exchange Commission, the $2.5 trillion asset manager increased its holding in Michael Saylor’s Strategy (MSTR) by 125% to nearly 726,000 shares, adding roughly $41.5 million in exposure.
At the same time, the filing shows the bank reduced its position in BlackRock’s iShares Bitcoin Trust (IBIT) by 75,102 shares compared with the previous quarter, while also opening a new IBIT call position and increasing its put exposure during a period of heightened market uncertainty linked to the U.S.-Iran conflict.
Bitcoin ETF exposure has been rebalanced rather than cut outright Although Wells Fargo trimmed its IBIT position, the filing indicates it did not reduce its Bitcoin exposure across the board. The bank also lowered its holdings in the Invesco Galaxy Bitcoin ETF (BTCO), the ARK 21Shares Bitcoin ETF, and the Fidelity Wise Origin Bitcoin Fund (FBTC).
However, it added to positions in the Grayscale Bitcoin Mini Trust, Grayscale Bitcoin Trust (GBTC), and Bitwise Bitcoin ETF (BITB), with its BITB stake rising 24% from the previous quarter.
Ethereum-linked investments moved in the opposite direction. Wells Fargo increased its holdings in BlackRock’s iShares Ethereum Trust (ETHA) by about 65%, taking its position to more than 1.10 million shares valued at approximately $17.56 million, according to the filing.
The bank also reported ownership of 257,157 shares of the Bitwise Ethereum ETF, 4,637 shares of the Grayscale Ethereum Staking ETF, and 623 shares of VanEck’s Ethereum ETF (ETHV).
The filing also disclosed the bank’s first reported positions in Solana investment products. Wells Fargo purchased 13,280 shares of Grayscale Solana Trust (GSOL) and 1,638 shares of the Fidelity Solana Fund (FSOL), adding Solana exposure alongside its existing Bitcoin and Ethereum allocations.
Crypto stock buying has favored treasury companies Beyond exchange-traded funds, Wells Fargo increased investments in several crypto-related companies. Its position in Bitmine Immersion (BMNR) climbed from 2,323 shares to 21,547 shares, an increase of about 828%, lifting its exposure to the company’s Ethereum treasury strategy to roughly $426,000.
The filing also shows new positions in American Bitcoin Corp. (ABTC), the Trump family-backed Bitcoin treasury company, and Strive Asset Management’s treasury vehicle (ASST). At the same time, Wells Fargo expanded its Robinhood (HOOD) holding by 65% to about 2.56 million shares while opening put option positions valued at nearly $116,000.
Robinhood has recently attracted interest from other institutional investors as well. As crypto.news reported on June 27, Cathie Wood’s ARK Invest bought approximately $25.54 million worth of shares across Coinbase, SpaceX, Circle, Bullish, and Robinhood through several of its exchange-traded funds. Robinhood was one of the companies added during that round of purchases.
Not every crypto-linked stock received additional capital. Wells Fargo cut its stake in Galaxy Digital by roughly 97% and reduced its Coinbase (COIN) position by about 25%, according to the SEC filing, indicating the bank adjusted individual equity holdings while continuing to maintain exposure across Bitcoin, Ethereum, Solana, and crypto treasury companies.
Crypto-related stocks in U.S. markets continued their rally during trading hours, with MARA surging 15.27%.
According to market data from BIT (bit.com), US-listed crypto-related stocks continued to strengthen during intraday trading. Details: Strategy (MSTR) rose 2.11%; Circle (CRCL) gained 0.83%; MARA Holdings (MARA) surged 15.27% after announcing the acquisition of a Texas-based 2000MW computing power park project company for up to $600 million; Riot Platforms (RIOT) climbed 6.1%.
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JPMorgan: The biggest risk for Bitcoin is not Strategy’s sell-off, but blockchain adoption that bypasses public chains and tokens.
JPMorgan Chase’s analyst team noted that the market views Strategy’s Bitcoin sale plan as a key risk for the crypto sector, but it is not a major structural threat to Bitcoin. The more fundamental risk lies in tokenization, payments, and settlements increasingly taking place on permissioned infrastructure that does not rely on public blockchains. If this trend continues, the entire crypto ecosystem could face a "structural downgrade"—marked by slower transaction activity, reduced liquidity, and weaker capital inflows—ultimately weighing on Bitcoin. The analysts stated bluntly: "In our view, a more significant risk stems from the way blockchain is adopted in traditional finance, which continues to bypass public, permissionless networks." The analysts explained that institutional adoption so far has clearly favored permissioned chains, as they offer advantages in privacy, KYC/AML controls, governance, throughput, legal accountability, and regulatory certainty, posing a competitive threat to public blockchains like Ethereum. If tokenized deposits are widely adopted—especially in non-transferable forms favored by regulators—it could reduce demand for stablecoins in institutional payments and settlements; SWIFT’s blockchain initiative and central bank digital currency (CBDC) projects such as the digital euro and digital renminbi further strengthen regulated alternatives. In the roughly $500 billion tokenized real-world assets market, while Ethereum currently holds a certain share, this likely reflects early-stage experimentation rather than the market’s long-term structure. As institutional adoption grows, issuance, custody, settlement, and lifecycle management will likely be conducted more on private or permissioned infrastructure that meets requirements for identity, confidentiality, and operational resilience, with public blockchains used only for distribution and limited secondary trading.
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Security Warning: Abnormal on-chain fund flows detected for the CodexField project on BNB Chain.
On-chain investigator Specter has issued a community security alert, warning of potential fund misappropriation risks associated with the CodexField project on BNB Chain. On-chain tracking shows the project has amassed over $85 million in funds. Specter detected abnormal on-chain fund flows yesterday: a wallet bridged 17.3 million USDT from TRON to Ethereum, then swapped the tokens for DAI via Bitget Swap on Polygon. So far, $6.5 million has been transferred out, while the remaining $10.8 million is still in transit. The funds were originally bridged from Ethereum to TRON roughly six months ago, and the source wallet is linked to CodexField’s deposit contract. Below are key addresses for users to verify on their own: EVM: 0xBc606358910b3720d136F0d4Ce12b759C270747a TRON: TQNTEYadFVVQeobBtctSjurJ5RpfBsTmqh, TAzpg8L1WkkzCxxZk8TYnvaRYahehh52MK Related deposit contract: 0x9E6A75b546B65E7B9D34E2c9aB8Fe224B9aA52AA Additional red flags: The project requires a minimum $100 deposit for participation. Blockchain security tool Blocksec MetaSuites initially labeled the deposit contract as "Fake CodexField", but Specter’s follow-up investigation found the contract is actually operated by the CodexField team itself. The project uses multiple domains and subdomains to collect user deposits, and the team previously shared these domains via official channels. Its fund flow pattern is unusual, deviating from standard fund management practices: the project bridges funds across multiple blockchains, routes them through intermediate wallets, and ultimately sends assets to centralized exchanges. Specter noted that based on on-chain activity, the project warrants high vigilance. It advises all users interacting with CodexField to exercise extreme caution until the team provides a transparent explanation of its fund movements.
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Post-quantum cryptography management platform QIZ Security closes $17 million seed round.
QIZ Security, a crypto posture and post-quantum cryptography (PQC) management platform, announced the completion of a $17 million seed funding round, led by Bessemer Venture Partners and Merlin Ventures, with participation from Evolution Equity Partners, Qbeat Ventures, Singtel Innov8, and Qino Cyber Capital. The capital will be used to accelerate product R&D and market expansion. QIZ Security was co-founded by Ben Volkow, Lenny Ridel, and Itan Barmes; the team has years of experience in cybersecurity, enterprise services, and post-quantum transformation, with Barmes previously leading Deloitte’s global quantum cybersecurity readiness team. Its platform helps enterprises identify and assess crypto asset risks and implement remediation measures, and is currently applied in industries including finance, telecommunications, healthcare, and critical infrastructure. It has also established partnerships with Cisco, AWS, Google, CrowdStrike, Deloitte, EY, and IBM, among others.
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Hyperliquid recommends that the U.S. Commodity Futures Trading Commission (CFTC) formally recognize that on-chain protocols are not required to register, and non-custodial wallets do not serve as financial intermediaries.
Hyperliquid Policy Center (HPC) and Phantom have jointly submitted comments to the U.S. Commodity Futures Trading Commission (CFTC) in response to the agency’s request for feedback on whether existing rules keep pace with the evolution of financial technology, proposing to explicitly extend the distinction between "building tools" and "operating regulated businesses" to on-chain markets. The comments note that software engineers have been developing matching engines for regulated futures trading platforms for decades, and the CFTC has never classified them as trading platform operators. However, developers in the digital asset sector have long lacked such clarity, forcing many to opt for offshore development. The current CFTC, led by Chairman Selig, is working to address this gap and carve out room for innovation for fintech firms in digital asset and derivatives markets. The two entities put forward three key recommendations: First, explicitly confirm that merely publishing on-chain protocol software itself does not require registration — a factor often decisive for engineers when choosing where to develop. Second, establish a clear path for the CFTC’s registration bodies to operate regulated functions using on-chain infrastructure, enabling trading platforms and clearinghouses to replace decades-old legacy systems with transparent infrastructure. Third, formalize Phantom’s recent no-action letter into official rules, eliminating the need for self-custody wallet providers to apply for approved exemptions on a case-by-case basis. HPC and Phantom stress that self-custody and transparent on-chain systems can embed investor protection directly into technology, while regulated intermediaries retain responsibility for issues that technology cannot resolve independently. This approach will bring the next generation of financial markets within reach of U.S. consumers.
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Micron raises its U.S. investment plan to $250 billion, betting on demand for AI memory chips.
Micron Technology plans to increase spending on its new U.S. factory to $250 billion to meet the surging demand for memory chips driven by the global artificial intelligence boom. The move adds $50 billion to Micron’s previously announced $200 billion commitment to expanding domestic U.S. chip manufacturing, covering projects in New York, Idaho, and Virginia. The expenditure is expected to run through 2035, and will help the company achieve its target of producing 40% of its DRAM products in the U.S. within the next decade.
The quarter-finals of the 2026 FIFA World Cup are here, and there’s a parallel tournament playing out in the crypto markets. It involves fan tokens, digital collectibles, and the first official crypto exchange in FIFA history.
Kraken’s historic FIFA deal On June 9, 2026, just two days before the tournament kicked off, Kraken was named FIFA’s first Official Crypto Exchange Supporter. That’s not a sponsorship category that existed before. FIFA created it for this tournament.
The World Cup itself runs from June 11 to July 19, 2026, featuring an expanded 48-team format spread across 16 venues in Canada, Mexico, and the United States. The quarter-finals land in mid-July, right at the peak of global viewership.
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The exchange is running promotional campaigns tied to match progression, including referral contests where participants can win tickets to the final.
Fan tokens and the Chiliz effect Chiliz is the infrastructure layer powering national team fan tokens during the tournament. When a team wins, its associated fan token moves. When a team gets eliminated, it drops.
The quarter-final stage is where eight teams remain and each match is elimination. The absence of an official FIFA-issued token is worth noting. FIFA has not launched its own centralized fan token for this tournament.
Avalanche and the digital collectibles layer Avalanche is supporting FIFA Collect, the tournament’s official digital collectibles initiative, as well as Right-to-Ticket tokens that provide holders with access to match experiences.
What investors should watch through the quarter-finals Watch fan token volumes for the eight remaining nations. The tokens associated with teams that advance will likely see buying pressure ahead of the semi-finals. Tokens tied to eliminated teams will see selling.
Crypto’s official presence inside the 2026 World Cup, through Kraken’s exchange partnership, Chiliz’s token infrastructure, and Avalanche’s collectibles layer, represents a maturation of the sports-blockchain relationship. The quarter-finals are where that maturation gets stress-tested against real volume, real sentiment, and real money.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Franklin Resources (BEN - Free Report) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question.
Franklin Resources is a member of the Finance sector. This group includes 881 individual stocks and currently holds a Zacks Sector Rank of #4. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.
The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Franklin Resources is currently sporting a Zacks Rank of #1 (Strong Buy).
The Zacks Consensus Estimate for BEN's full-year earnings has moved 7.5% higher within the past quarter. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Based on the latest available data, BEN has gained about 40.2% so far this year. Meanwhile, the Finance sector has returned an average of 4.6% on a year-to-date basis. This means that Franklin Resources is performing better than its sector in terms of year-to-date returns.
One other Finance stock that has outperformed the sector so far this year is Bowhead Specialty Holdings Inc. (BOW - Free Report) . The stock is up 11.1% year-to-date.
Over the past three months, Bowhead Specialty Holdings Inc.'s consensus EPS estimate for the current year has increased 1.2%. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, Franklin Resources belongs to the Financial - Investment Management industry, a group that includes 37 individual companies and currently sits at #181 in the Zacks Industry Rank. Stocks in this group have lost about 14.6% so far this year, so BEN is performing better this group in terms of year-to-date returns.
In contrast, Bowhead Specialty Holdings Inc. falls under the Insurance - Property and Casualty industry. Currently, this industry has 44 stocks and is ranked #150. Since the beginning of the year, the industry has moved +1.4%.
Investors with an interest in Finance stocks should continue to track Franklin Resources and Bowhead Specialty Holdings Inc.. These stocks will be looking to continue their solid performance.
PORTLAND, Ore., July 09, 2026 (GLOBE NEWSWIRE) -- Truckload rates climbed faster than freight volumes last month, a disparity that points to tighter truck capacity rather than stronger freight demand, according to DAT Freight & Analytics, provider of the industry's leading load boards and freight analytics.
The DAT Truckload Volume Index (TVI), which measures loads moved during the month, rose across all three equipment types compared to May:
Van TVI: 262, up 11% from May but roughly flat compared to June 2025Refrigerated TVI: 184, up 5% from May but down 8% from June 2025Flatbed TVI: 308, up 12% from May but down 4% from June 2025 The national average van truckload spot rate exceeded the contract rate in June for the first time since February 2022, and overall rate growth far exceeded volume growth last month. Spot linehaul rates increased at least 39% year over year across all three equipment types, while volumes were flat to lower. Capacity has continued to tighten amid regulatory changes and immigration enforcement, reducing the supply of qualified truck drivers.
Spot rates climb faster than volumes
Dry van, refrigerated, and flatbed spot rates all increased in June, with flatbed spot rates hitting a new all-time high. The gains came even as freight volumes rose more modestly, reinforcing signs of capacity tightening.
Spot van rate: $3.00 per mile, up 11 cents from MaySpot reefer rate: $3.39 per mile, up 4 cents from MaySpot flatbed rate: $3.69 per mile, up 4 cents from May to an all-time high Linehaul rates, which remove an amount equal to an average fuel surcharge, increased substantially:
Van linehaul rate: $2.37 per mile, up 21 cents from MayReefer linehaul rate: $2.70 per mile, up 14 cents from MayFlatbed linehaul rate: $2.94 per mile, up 16 cents from May to an all-time high Year over year, the national average van linehaul rate was up 74 cents in June, reefer was up 76 cents, and flatbed was up 84 cents. Rates increased 45% for van freight, 39% for refrigerated, and 40% for flatbed, the largest year-over-year percentage increases in linehaul rates since June 2021 for vans and since July 2021 for reefers and flatbeds.
Contract rates lag spot
National average contract rates were mixed in June. All-in pricing slipped for van and refrigerated freight as lower fuel surcharges offset gains in linehaul rates, while flatbed edged higher:
Contract van rate: $2.89 per mile, down 3 cents from MayContract reefer rate: $3.22 per mile, down 6 cents from MayContract flatbed rate: $3.80 per mile, up 3 cents from May The national average contract linehaul rate increased across all three equipment types: van rose 7 cents to $2.26 per mile, reefer increased 4 cents to $2.53, and flatbed climbed 15 cents to $3.05.
Year over year, the national average contract rate was up 49 cents for van freight, 48 cents for reefer, and 71 cents for flatbed.
Spot-contract gap widens
The national average van spot rate moved above contract for the first time since February 2022, and the reefer spot-contract gap widened to 17 cents from 7 cents in May. Flatbed remains the exception, with contract linehaul rates still above spot. That spread has closed to 11 cents in June from 52 cents a year ago.
“The difference between spot and contract rates has narrowed steadily for more than a year, and carriers are gaining pricing power across the board,” said Dean Croke, DAT industry analyst. “Van spot beating contract for the first time in four years, and flatbed hitting an all-time high in the same month, shows real capacity pressure. If demand were driving this, volumes would be climbing too, and they’re not.”
About the DAT Truckload Volume Index
The DAT Truckload Volume Index measures monthly changes in loads with a pickup date during that month for hauls of 250 miles or more in the United States and Canada. A baseline of 100 equals the number of loads moved in January 2015, based on data from DAT RateView, part of the DAT iQ freight analytics platform. Rates are derived from invoice data submitted by shippers, brokers, and carriers, who provide transaction records directly from their TMS systems. Monthly average spot rates reflect amounts paid by the broker to the carrier. Contract rates are paid by shippers primarily to asset-based carriers and brokers.
About DAT Freight & Analytics
DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.
Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.
Contact:
Georgia Jablon
DAT Freight & Analytics [email protected]
904-305-6454
Stephen Petit
SiefkesPetit Communications
425-443-8976
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/ce8e6700-4c43-431c-8a56-8c7cf355ee75
Shares of Roper Technologies (ROP - Free Report) have gained 6.2% over the past four weeks to close the last trading session at $354.89, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $446.14 indicates a potential upside of 25.7%.
The mean estimate comprises 14 short-term price targets with a standard deviation of $62.05. While the lowest estimate of $365.00 indicates a 2.9% increase from the current price level, the most optimistic analyst expects the stock to surge 55% to reach $550.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for ROP, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in ROPAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 0%, as one estimate has moved higher compared to no negative revision.
Moreover, ROP currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much ROP could gain, the direction of price movement it implies does appear to be a good guide.
Key Takeaways WST completed the sale and transfer of SmartDose 3.5mL manufacturing and supply rights to AbbVie.WST shares have lost 3.1% since July 1 but gained 28.5% year to date against the industry's decline.WST will continue developing other SmartDose platforms, including the 10mL system for larger volumes. West Pharmaceutical Services (WST - Free Report) recently completed the sale and transfer of the manufacturing and supply rights for its SmartDose 3.5mL On-Body Delivery System and associated facilities to AbbVie (ABBV - Free Report) . The transaction follows the $112.5 million sale agreement with AbbVie announced in January, subject to working capital and other adjustments.
Per management, West Pharmaceutical's pioneering work in on-body delivery technology has improved the lives of people worldwide. Following a portfolio review, the company decided to transfer the SmartDose 3.5mL product to AbbVie to focus on customer development pipeline and advance patient-centered, large-volume on-body delivery solutions that drive durable and profitable growth.
Likely Trend of WST Stock Following the NewsShares of WST have lost 3.1% since the announcement on July 1. Year to date, the stock has gained 28.5% against the industry’s 1.2% decline. The S&P 500 has risen 9.5% in the same timeframe.
The completion of the transaction is likely to support West Pharmaceutical's long-term growth strategy by allowing the company to concentrate resources on higher-growth drug delivery technologies. The divestiture streamlines WST’s product portfolio while reinforcing its commitment to developing innovative solutions for larger-volume injectable medicines.
WST currently has a market capitalization of $25.16 billion.
Image Source: Zacks Investment Research
More on the NewsAt the time of the announcement, the SmartDose 3.5mL platform was expected to contribute approximately 4% of West Pharmaceutical's fiscal 2025 revenues, making it a relatively small part of the company's overall business. The completion of the sale allows West Pharmaceutical to move forward with a more focused portfolio centered on its core drug delivery business.
Following the transaction, the company will continue developing and manufacturing its other SmartDose platforms, including the SmartDose 10mL On-Body Delivery System designed for larger-volume drug delivery.
Industry Prospects Favoring the MarketGoing by data provided by Fortune Business Insights, the on-body drug delivery devices market is anticipated to be valued at $486.43 million in 2026 and is expected to witness a CAGR of 6.9% through 2034.
Factors like the growing demand for on-body drug delivery devices, increasing use of biologic drugs and biosimilars, rising prevalence of chronic diseases, greater adoption of self-administered subcutaneous therapies and a shift toward home-based healthcare are driving the market’s growth.
Other NewsIn June, West Pharmaceutical appointed Michel Lagarde as president, CEO and a member of its board of directors, effective Aug. 31, 2026, succeeding retiring president, CEO and board chair Eric M. Green. As part of the leadership transition, lead independent director Robert F. Friel will assume the role of board chair.
In March, West Pharmaceutical expanded its Dublin facility with a new 165,000 square foot building, significantly boosting its contract manufacturing capacity. The move is aimed at supporting rising global demand for high-volume injectable therapies, particularly in fast-growing areas like diabetes and obesity.
WST’s Zacks Rank & Other Key PicksCurrently, WST carries a Zacks Rank #2 (Buy).
Some better-ranked stocks from the broader medical space are Intuitive Surgical (ISRG - Free Report) and Pacific Biosciences of California (PACB - Free Report) .
Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 core earnings per share of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Intuitive Surgical has a long-term estimated growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.
Pacific Biosciences of California, carrying a Zacks Rank #2 at present, reported a first-quarter 2026 adjusted loss per share of 12 cents, which came narrower than the Zacks Consensus Estimate by 29.4%. Revenues of $37.2 million missed the Zacks Consensus Estimate by 9.3%.
Pacific Biosciences of California has an estimated earnings growth rate of 22.6% for 2026. PACB’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 29.8%.
LOS ANGELES, July 09, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Lucid Group, Inc. (“Lucid” or “the Company”) (NASDAQ: LCID) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between February 25, 2026 and April 13, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before July 28, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Lucid’s deliveries were disrupted by a supplier quality issue. The Company suffered a material impact on its business results due to this quality issue. The Company overstated the strength of manufacturing capabilities. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Lucid, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has released the GTM.AI CLI, a command-line client for its verified go-to-market data. The tool is now generally available. Revenue teams can search and enrich companies and contacts, pull intent signals, Scoops, and news, and run agentic research directly from the shell. The CLI is the newest surface on GTM.AI, ZoomInfo's headless GTM context layer. Every command reads the GTM Context Graph, which mainta.
New York, New York--(Newsfile Corp. - July 9, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ZoomInfo Technologies Inc. (NASDAQ: GTM) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired ZoomInfo securities between November 3, 2025 and May 11, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/GTM.
ZoomInfo Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose:
The true state of ZoomInfo's slowing seat-based demand, weakening upsell opportunities, and deteriorating fundamentals across its downmarket and upmarket segments. That Defendants' optimistic growth narrative, including representations that full-year 2026 revenue guidance of $1.247–$1.267 billion was achievable and that Copilot penetration was on or ahead of schedule. That customers were migrating toward consumption-based models and developing internal AI-driven go-to-market solutions, trends Defendants minimized despite their material adverse impact on ZoomInfo's business.On May 11, 2026, ZoomInfo reported its first quarter 2026 results and slashed its full-year revenue guidance by approximately $62 million
Following this news, the price of ZoomInfo's common stock declined dramatically, from a closing market price of $6.04 per share on May 11, 2026, ZoomInfo's stock price fell to $4.06 per share on May 12, 2026, a decline of about 33%.
What's Next for ZoomInfo Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/GTM, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in ZoomInfo you have until August 24, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to ZoomInfo Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for ZoomInfo Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
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FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today continued its significant expansion at Fort Lauderdale-Hollywood International Airport (FLL), with the launch of eight nonstop destinations and another six on the way, reinforcing its position as Fort Lauderdale's leading airline, with the most flights and nonstop destinations, and underscoring its long-term commitment to South Florida. Today, the airline adds nonstop daily service from Fort Lauderdale to Baltimore, Charlotte,.
Key Takeaways Dividend-growth stocks may offer income and stability as AI valuation concerns pressure chip stocks. DELL is one of five stocks screened for dividend growth, sales growth, EPS growth and valuation metrics. TSM and TTDKY also met the article's dividend-growth screening criteria. Major U.S. stock indices ended the July 8, 2026, trading session on a dismal note, primarily due to escalating geopolitical tensions with Iran and rising Treasury yields. In particular, chip stocks that have been driving the equity markets lately, tumbled yesterday, thanks to persistent investor anxiety over artificial intelligence (AI) valuations.
Against this backdrop, risk-averse investors may find that steady dividend-growth stocks offer a more balanced mix of income and stability than high-beta growth plays at this stage.
These dividend-growth stocks boast a consistent track record of raising payouts, underscoring the balance-sheet strength and cash-flow resilience required to navigate a period in which the traditional growth narrative is being reassessed.
Stocks with a strong history of year-over-year dividend growth can help build a resilient portfolio with greater potential for capital appreciation compared to simple dividend-paying or high-yield stocks.
We have selected five dividend growth stocks — TDK Corp. (TTDKY - Free Report) , Dell Technologies (DELL - Free Report) , Corning Inc. (GLW - Free Report) , Hewlett Packard (HPE - Free Report) and Taiwan Semiconductor (TSM - Free Report) — that could be solid choices for your portfolio.
Why Is Dividend Growth Better?Stocks with a strong history of dividend growth are typically associated with mature companies that are less prone to sharp market swings, allowing them to serve as a hedge against economic or political uncertainty, as well as broader market volatility. Their steadily rising payouts provide a measure of downside protection.
These companies are generally backed by solid fundamentals, making them attractive long-term dividend-growth investments. Key strengths include durable business models, consistent profitability, expanding cash flows, healthy liquidity, strong balance sheets and attractive valuations.
A consistent history of dividend growth underscores the potential for continued growth ahead.
Although these stocks do not necessarily have the highest yields, they have outperformed the broader stock market or any other dividend-paying stock for an extended period.
As a result, selecting dividend-growth stocks appears to be a winning strategy when other key parameters are taken into account.
5-Year Historical Dividend Growth Greater Than Zero: This selects stocks with a solid dividend growth history.
5-Year Historical Sales Growth Greater Than Zero: This represents stocks with a strong record of growing revenues.
5-Year Historical EPS Growth Greater Than Zero: This represents stocks with a solid earnings growth history.
Next 3-5 Year EPS Growth Rate Greater Than Zero: This represents the rate at which a company’s earnings are expected to grow. Improving earnings should help companies sustain dividend payments.
Price/Cash Flow Less Than M-Industry: A ratio lower than the industry median indicates that a stock is undervalued within its industry, meaning an investor would pay less for the company’s cash flow.
52-Week Price Change Greater Than S&P 500 (Market Weight): This ensures that a stock has appreciated more than the S&P 500 over the past year.
Top Zacks Rank: Stocks with a Zacks Rank #1 (Strong Buy) or 2 (Buy) generally outperform their peers in all types of market environments.
Growth Score of B or better: Our research shows that stocks with a Growth Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.
These few criteria alone narrowed the universe from more than 7,700 stocks to just six.
Here are the five out of those six stocks that fit the bill:
Tokyo-based TDK Corp. is an electronics manufacturer specializing in magnetic and material sciences. It primarily designs and produces passive electronic components (like capacitors and inductors), sensors, energy storage devices, and magnetic recording heads, which are foundational to smartphones, automobiles, and industrial equipment. The Zacks Consensus Estimate for TDK’s fiscal 2027 revenues suggests a year-over-year improvement of 2.7%. The stock boasts a long-term (three-to-five years) earnings growth rate of 15.60%. It has an annual dividend yield of 0.77%.
TTDKY currently carries a Zacks Rank #2 and has a Growth Score of B.
Texas-based Dell Technologies is a leading provider of servers, storage, and personal computers. The company’s IT solutions support customers in traditional infrastructure and multi-cloud environments. The Zacks Consensus Estimate for DELL’s fiscal 2026 revenues suggests a year-over-year improvement of 50.2%. The stock boasts a long-term earnings growth rate of 26.40%. It has an annual dividend yield of 0.60%.
DELL currently sports a Zacks Rank #1 and has a Growth Score of A.
New York-based Corning Inc. specializes in manufacturing advanced glass, ceramics, and optical fiber. The Zacks Consensus Estimate for GLW’s 2026 revenues suggests a year-over-year improvement of 13.9%. The stock boasts a long-term earnings growth rate of 23.90% and has an annual dividend yield of 0.60%.
GLW currently carries a Zacks Rank #2 and a Growth Score of B. You can see the complete list of today’s Zacks #1 Rank stocks here.
Headquartered in Texas, Hewlett Packard is an enterprise-facing hardware and service business that focuses on servers, supercomputers, storage, networking and cloud services. The Zacks Consensus Estimate for HPE’s fiscal 2026 revenues suggests a year-over-year improvement of 31.5%. The stock boasts a long-term earnings growth rate of 32% and has an annual dividend yield of 1.31%.
HPE currently sports a Zacks Rank #1 and a Growth Score of B.
Taiwan-based Taiwan Semiconductor is the world's first dedicated semiconductor foundry. It manufactures integrated circuits for its customers based on their proprietary IC designs using its advanced production processes. The Zacks Consensus Estimate for TSM’s 2026 revenues suggests a year-over-year improvement of 32.3%. The stock boasts a long-term earnings growth rate of 25.90% and has an annual dividend yield of 0.69%.
TSM currently carries a Zacks Rank #2 and a Growth Score of B.
Trillion Energy International Inc. (CSE:TCF, OTCQB:TRLEF, FRA:Z620) said Thursday it has extended and restructured payment terms under its earn-in agreement for the M47c,d oil block in southeastern Türkiye, setting the stage for a ramp-up in drilling and development activity over the next year as the company works toward its goal of bringing the block into production.
The company has advanced US$300,000 as part of its earn-in commitment, pushing back the deadline for the remainder of its next funding tranche to September.
Approximately US$4.35 million is payable by that date, with further payments postponed until September 2027, giving Trillion added financial flexibility as it advances toward production.
Trillion entered into a Farm-In Agreement in January 2026 to acquire a 29% participating interest in the M47 Block.
Several new wells are expected to be drilled over the next 12 months as exploration and development activity increases on the block. Trillion's financial commitment will cover 80% of the next component of the work program, including development activities in the North Block, which the company sees as central to unlocking the block's production potential. One additional well is expected to be covered by another partner, with terms under discussion.
Other block partners are expected to make significant additional financial contributions going forward, and Trillion's commitment will be prorated to its interest once its full $15 million earn-in commitment is expended.
The North Block has potential for up to 80 vertical development wells, subject to commerciality, which independent appraisal has evaluated at an 81% chance of commerciality based on a 95,315 MSTB gross PIIP-derived resource.
Scott Lower, Trillion’s president, said the company remains strongly committed to its investors and partners to make the M47 a producing block, pointing to the region's strong momentum for development ramp-up.
“Meaningful production is targeted to start later this year upon meeting our earn-in commitment and well drilling/workover activities commencing, and this revised agreement provides additional optionality to achieve it,” Lower said in a statement.
The M47c,d oil block covers approximately 450 square kilometres within the Cudi-Gabar petroleum province, about 11 kilometres southeast of the Şehit Aybüke Yalçın field, Türkiye's largest onshore light oil discovery. More than 100 analogue wells operate nearby, pointing to a well-established production trend that the company aims to extend onto its own acreage.
Micron Technology Inc (NASDAQ:MU) shares rose 7% on Thursday after the company announced plans to invest up to $3 billion to strengthen the U.S. semiconductor supply chain and support future manufacturing capacity.
The investment includes $500 million in strategic financing support for GlobalWafers to advance development of its GlobalWafers America 300mm raw silicon wafer manufacturing facility in Sherman, Texas.
The companies also plan to enter into a 10-year supply agreement that would provide Micron with access to additional raw silicon wafer capacity.
Micron said the investment is intended to improve supply assurance, increase long-term planning flexibility and support demand for advanced memory and storage solutions driven by artificial intelligence and other data-intensive applications.
“Securing a reliable supply of critical input materials is essential to supporting Micron’s long-term growth and technology roadmap,” Ben Tessone, senior vice president and chief procurement officer at Micron, said in a statement.
GlobalWafers CEO Doris Hsu added that the partnership with Micron would support the expansion of local semiconductor manufacturing capabilities and strengthen supply chain resilience in the US.
Micron and GlobalWafers also plan to explore collaboration on next-generation wafer technologies and process innovations.
The proposed transaction remains subject to definitive agreements, customary approvals and closing conditions.
The news also lifted shares across the broader semiconductor sector, with Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) gaining 7%, Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) rising 4%, Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) advancing 3%, Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) up 2% and Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) climbing 6%.
Meta's decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.