Track market-moving stories before they get noisy

CANADA - 2025/09/28: In this photo illustration, the Hyperliquid (Hyper Liquid) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SOPA Images/LightRocket via Getty Images

"Supply cliffs get packaged as sentiment, but the actual selling is largely mechanical," said Dat Ngo, a certified public accountant at Vetted Prop Firms, in written comments. "In the typical construction the recipient has tax liability upon vesting (which is day + current day price), regardless of selling. That means a chunk will immediately get sold off just to pay a tax bill."

"HyperLabs unlocked another 433,025 $HYPE($23.46M) and has been gradually depositing the tokens into exchanges, including Flowdesk and OKX, likely to sell," the onchain research account @lookonchain posted on August 8.

"Around 433,000 $HYPE unlocked over the weekend. Great projects don't magically ignore supply and demand," the trader @MrStakamoto posted two days later. HYPE trades 22.7% below its June 16 record. The trackers project another 9.92 million for September 6, some $589 million at Monday's $59.39 and nine days before the Federal Reserve's September 15-16 meeting.

"Remove all discretionary supply, cut the 38% incentive and burn unclaimed airdrop tokens. Unscheduled vesting is arguably worse than fixed as you can't forecast it out," the trader @0xpostrich posted on August 13, under the heading "Hyperliquid float problem." The Hyper Foundation announces a claim amount around the 6th of each month, and it has landed far under the schedule's 9.92 million every time, at 173,217 HYPE in March.

"$HYPE buys back 1 of every 7 tokens on its unlock schedule," the token-unlock data service Tokenomist posted on August 14. "The vesting schedule unlocks 9.92M $HYPE a month to Core Contributors, 81.8M over nine months. The Assistance Fund bought back 11.9M of that on-chain, 14%, a 7:1 ratio in token counts." DefiLlama puts Hyperliquid's 30-day trading fees at $41.7 million, and the HYPE the fund buys is burned. Total supply is down to 955.3 million against a 1 billion cap.

'The Danger Is Margin'"Margin is what makes an already publicized calendar event a difficult event to navigate," said Ashley Akin, a certified public accountant at the broker TMGM, in written comments. "$581M to unlock is digestible by the market if it is not over-leveraged; the danger is margin placed on top." With two events stacked days apart, she said, "it seems reasonable to pare back size prior to the date, rather than trade through it."

That margin sits on the largest onchain perpetual futures venue, which challengers have attacked for two years.

"We're interested in Morpho markets, Aave markets. We're interested in like Hyperliquid perps," MacBrennan Peet, founder and chief executive of Project 0, said on the On The Margin podcast of the venues his DeFi prime brokerage cross-margins for clients. When one of them, Drift, was exploited, "as with any like traditional market prime broker, we isolated risk, we contained risk in that event to Drift specific lenders," he said.

"The only restriction being that, you know, you can't trade through some news events like nonfarm payrolls was this morning," James Sixsmith, founder and chief executive of Take Profit Trader, said on the On The Margin podcast. That rule is the one difference between his firm's simulated accounts and its live ones. Onchain perps carry no equivalent, including the trading Telegram put in front of a billion users.

"Liquidations down 71%. Volume down 50%. BTC unchanged. This isn't consolidation, it's abstention," the macro account @Richmanvn posted Sunday. "Everyone is flat into Wednesday's FOMC minutes." The minutes cover the July 28-29 meeting, where three officials dissented in favor of a hike from the 3.50% to 3.75% range. Jackson Hole follows August 27-29.

"That is leverage bleeding out slowly. I do not see $BTC sustaining above $65K before the September FOMC while open interest keeps unwinding," the market commentary account @CryptoChannel24 posted on August 15, as open interest and prices fell together.

Bitcoin sits at $63,840, 49% below its October 2025 record and 1.2% lower on the week, and prediction market bettors dumped their rate cut hopes in the spring.

"Seeing an event on the calendar doesn't help steady nerves; all it really does is increase the time we have available to craft a narrative for why this time it's different," said Sira Masetti, founder of consultancy Bias for Growth, in written comments.

Sweden-listed H100 Group has reported a pre-tax loss of 98 million Swedish kronor ($10.3 million) for the second quarter as the decline in Bitcoin’s price weighed on the company’s treasury holdings.

Summary

H100 Group reported a SEK 98 million ($10.3 million) pre-tax loss for the second quarter. Nearly all of the Q2 loss came from a non-cash write-down tied to Bitcoin’s price decline, according to the company. H100’s first-half pre-tax loss reached SEK 253 million, while operating income rose to SEK 6.1 million. The company now holds 3,506 BTC after acquiring two Norwegian Bitcoin treasury firms. H100 ranks as Europe’s second-largest listed Bitcoin treasury company by holdings. H100 Group said in its interim report published Wednesday that its pre-tax loss reached SEK 253 million for the first six months of 2026, while operating income remained small compared with the losses recorded during the period.

The health-tech and Bitcoin treasury company reported SEK 3 million in operating income for the second quarter, unchanged from the same period in 2025. For the first half, operating income increased to SEK 6.1 million from SEK 5.8 million a year earlier.

In a separate X post on Wednesday, H100 attributed nearly all of its second-quarter loss to a non-cash write-down tied to Bitcoin’s (BTC) decline during the reporting period. The accounting charge reduced reported earnings without representing an equivalent cash outflow from the business.

Bitcoin traded through a difficult second quarter, putting companies holding large amounts of the cryptocurrency on their balance sheets under pressure as lower market prices affected the value of their treasury assets.

Bitcoin write-down drives H100 Group’s Q2 loss For H100, the impact has become more significant as Bitcoin has taken a much larger role on its balance sheet over the past year.

The company started its treasury strategy with only 4.39 BTC in May 2025. Its shares jumped nearly 40% after the first purchase, which was worth about $490,000 at the time, as crypto.news previously reported.

H100 continued raising capital for additional purchases during the following months. By July 2025, the company had secured more than $54 million through share and convertible debenture issues, including a directed share issue of about SEK 173 million and a convertible debenture issue of SEK 342.3 million.

Blockstream CEO Adam Back was among the investors backing the strategy. Earlier financing included a SEK 150 million convertible loan guarantee from Back, following SEK 21 million in zero-interest convertible loans involving Back and other investors.

Those fundraising rounds helped H100 increase its Bitcoin holdings from a single-digit position into hundreds of coins during 2025. By late August that year, its treasury had reached 957 BTC after the company acquired another 46 BTC, according to earlier H100 coverage.

The company later increased its holdings to 1,051 BTC before turning to acquisitions as another way of expanding its treasury.

H100 has expanded its Bitcoin holdings through acquisitions A major part of that expansion came from Norway.

H100 disclosed in March that it planned to acquire Norwegian Bitcoin companies through an all-share transaction that could take its holdings to roughly 3,500 BTC. At the time, the company held 1,051 BTC, while the acquisition targets collectively controlled about 2,450 BTC.

Under the proposed structure, H100 would issue shares to the sellers instead of paying cash, allowing the acquired Bitcoin holdings to move under the listed Swedish company.

The Norwegian acquisition plan initially involved Moonshot AS and Never Say Die AS and was subject to due diligence, corporate approvals, and stock exchange requirements. H100 later completed the transaction in August, acquiring the Norwegian businesses and their cryptocurrency holdings.

The completed deal added roughly 2,455 BTC and increased H100’s total position to 3,506 BTC. The company funded the transaction by issuing about 790.5 million new shares at SEK 1.86 per share rather than using cash.

H100 said the structure left satoshis per basic share unchanged while increasing satoshis per fully diluted share by about 5%. The transaction also substantially increased the company’s outstanding share count.

Before the Norwegian deal, H100 had also completed its acquisition of Switzerland-based Future Holdings AG in February, establishing an operating presence in Switzerland as part of its treasury business.

H100 becomes Europe’s second-largest Bitcoin treasury company With 3,506 BTC following the Norwegian transaction, H100 has become Europe’s second-largest listed Bitcoin treasury company by holdings, according to BitcoinTreasuries data cited in the source report.

At a value of roughly $226 million, its position sits just behind Germany’s Bitcoin Group, which holds about 3,605 BTC.

The ranking represents a major change from H100’s position when it began buying Bitcoin in 2025. After holding 370 BTC in July of that year, the company was ranked 49th among publicly traded Bitcoin treasury companies worldwide.

H100’s expansion has also come while other treasury companies have faced pressure from weaker cryptocurrency prices. A June report found that several listed digital asset treasury companies were carrying large unrealized losses as Bitcoin, Ether and Solana prices declined, with the treasury sector facing pressure from lower asset valuations.

Bitcoin treasury companies can be particularly exposed to such moves because changes in cryptocurrency prices feed directly into the market value of the assets held on their balance sheets. The accounting treatment and resulting earnings impact depend on the reporting rules applied by each company.

For H100, Wednesday’s figures show how that exposure has affected reported earnings even as the company continued building its Bitcoin position through corporate transactions.

Q2 2026 is out.

The reported loss before tax was −98.2 MSEK. Almost all of it is non-cash, principally a write-down of our bitcoin. What the business actually consumed was −5.1 MSEK in the quarter and −12.7 MSEK for the half year, and we ended June with 18.1 MSEK in cash.…

— H100 (@H100Group) August 19, 2026 H100 shares remain down in 2026 H100’s treasury expansion has not prevented its listed shares from remaining under pressure this year.

The company’s stock fell 4.2% on Tuesday and was down about 24% since the beginning of 2026, according to StockAnalysis data cited in the source report.

The performance contrasts with the market reaction to H100’s first Bitcoin purchase in May 2025, when its shares climbed almost 40% after the company announced that it had bought 4.39 BTC.

H100 subsequently used equity and convertible debt to fund additional Bitcoin purchases before moving toward share-funded acquisitions. In July 2025, one directed share issue raised approximately SEK 14.1 million from qualified investors at SEK 9.30 per share, while a much larger financing round earlier that month brought the company roughly SEK 516 million through shares and convertible debentures.

By the time H100 announced the Norwegian transaction in March 2026, management had chosen an all-share structure that did not require cash consideration for the acquired Bitcoin holdings.

The transaction was completed in August, with H100 issuing approximately 790.5 million shares to acquire the Norwegian businesses and about 2,455 BTC, bringing the company’s total holdings to 3,506 BTC.

Ripple CEO Brad Garlinghouse has reinforced the company’s commitment to connecting traditional finance with blockchain at the Wyoming Blockchain Symposium, presenting Ripple as a leading bridge between established financial systems and decentralized finance.

Regulatory approach and global licensesGarlinghouse pointed to Ripple’s 75 financial licenses across various jurisdictions as evidence that regulated services and crypto can successfully coexist. He dismissed the notion that the digital asset industry has an anti-regulation stance, stressing that compliance is possible and necessary for mainstream adoption.

He highlighted a U.S. court ruling clarifying that XRP is not categorized as a security, a decision that supports Ripple’s drive for clearer regulatory distinctions in the digital asset sector. Garlinghouse stated that such legal clarity strengthens the company’s strategy and provides greater confidence for institutional partners.

Garlinghouse emphasized that regulated financial services and crypto are not mutually exclusive and that Ripple’s global licensing demonstrates the possibility of compliance-focused innovation within blockchain technology.

Acquisitions and institutional expansionRipple’s acquisition strategy has gained momentum, with the firm completing $2.5 billion in acquisitions last year, and an additional $3 billion in shareholder tender offers over the past two years. Garlinghouse views these moves as a foundation for larger deals and further market consolidation during ongoing downturns.

Two standout acquisitions have expanded Ripple’s influence. Hidden Road, a prime brokerage service provider, processed $3 trillion in transactions over the past year, while GTreasury, a treasury and risk management software firm, handled approximately $13 trillion. Together, these two companies expose Ripple to about $16 trillion in annual financial activity.

Mini dictionary: GTreasury is a software platform that provides treasury management and risk solutions to corporate finance teams, while Hidden Road is a financial services provider specializing in prime brokerage for institutional clients.

AcquisitionAnnual Transactions ProcessedHidden Road$3 trillionGTreasury$13 trillionTotal Exposure$16 trillionAccording to Garlinghouse, this expansion has brought a marked shift over the past six months, with more corporate chief financial officers and treasurers seeking Ripple’s blockchain technology for their operations.

Future of institutional crypto adoptionHe expects Ripple’s revenue to more than double year over year, projecting a record-setting performance for the company. Garlinghouse attributes this growth to increasing institutional interest in applications such as payments, liquidity solutions, settlements, custody, and treasury management, rather than pure trading.

He noted that this rising interest marks a significant shift in how large organizations are exploring practical uses of crypto, increasingly prioritizing operational improvements over speculative activity.

Institutions are moving beyond trading, focusing on blockchain for payments, liquidity management, and settlement needs, strengthening the argument for integrating blockchain within the existing financial system rather than replacing banks outright.

Garlinghouse remains measured regarding agent-driven payments—transactions executed autonomously by artificial intelligence agents. He acknowledged the potential for AI-enabled services but emphasized that robust controls around authorization, fraud prevention, accountability, and spending limits must be in place before widespread adoption.

Ripple’s approach aligns with the idea of working alongside banks and traditional institutions, leveraging blockchain to enhance, not supplant, conventional financial infrastructures.

Garlinghouse projected that as the finance industry continues evolving, the convergence of traditional and decentralized finance will accelerate, positioning Ripple as a core facilitator in this transformation.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

The XRP ecosystem has recorded over $4 billion in stablecoin transfer volume amid a recent surge despite current price struggles.

XRP has continued to face market pressures, with the token down 45.47% this year. However, the weakness in price performance has not stopped activity across the XRP ecosystem from growing.

XRP Ecosystem Sees Rise in Stablecoin Volume and Holders Data on real-world asset (RWA) tokenization shows that stablecoin activity on the XRP Ledger has picked up, with transfer volume and the number of stablecoin holders both recording strong gains.

According to RWA.xyz, a leading provider of real-world asset data, 30-day stablecoin transfer volume on the XRP Ledger has increased 10% to $4.32 billion. 

XRP Ledger Stablecoin Market Activity The rise indicates stronger stablecoin activity on the network and suggests that users continue to make greater use of the XRPL ecosystem despite XRP’s poor price performance.

In addition, over the past 30 days, the number of stablecoin holders on the XRP Ledger has jumped 36.7% to 82,110. The XRP Ledger Foundation recently highlighted the figure in a post on X, citing data from the RWA Foundation.

XRP Ledger Stablecoin Market Cap Drops Despite the rise in transfer activity and holders, the total value of stablecoins on the XRP Ledger has declined slightly over the past month. The XRP Ledger stablecoin market cap fell 3.07% over the last 30 days to $954.79 million.

Still, the monthly decline looks less significant when compared with the network’s growth since January. The XRP Ledger began the year with a stablecoin market cap of $291.4 million. At $954.79 million, the current market cap represents a 227% increase this year.

Ripple’s RLUSD remains the dominant stablecoin on the XRP Ledger. It currently has an $898.8 million market cap, which gives it a 94% share of the network’s total stablecoin market cap.

RLUSD also represents 62.41% of the total distributed RWA market on the XRP Ledger. Its large share means that much of the network’s stablecoin growth currently centers on Ripple’s dollar-pegged asset. As a result, changes in RLUSD’s supply and activity can have a noticeable effect on the wider XRPL stablecoin market.

Broader RWA Market Sees Mixed Activity Meanwhile, the wider RWA market on the XRP Ledger has produced a less consistent picture over the past 30 days. While the number of holders has continued to rise, the value of some RWA assets and their transfer activity has declined.

Specifically, distributed asset value, excluding stablecoins, dropped 1.90% over the last 30 days to $485.25 million. Also, represented asset value fell 0.30% to $4.05 billion. 

The biggest drop came from RWA transfer activity. Notably, RWA transfer volume plunged 96.25% over the past 30 days to $10.14 million.

Despite the drop in RWA transfer volume, the number of RWA holders has continued to grow in recent times. For context, RWA holders on the XRP Ledger increased 27% over the past 30 days to 221.

This suggests that more participants now hold RWA assets on the XRP Ledger, but they have not generated the same level of transfer activity seen previously. Essentially, market participation is growing, but trading or movement of these assets has slowed.

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.

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TL;DR:

A heavy long-side imbalance in the futures market threatens cascading liquidations of $4.36 billion if Bitcoin drops to the $57,200 level.XRP retains its psychological support at $1.0052 (+0.42%) as whale wallets absorbed over 642 million tokens from August 1 to 18.The new SEC reform exempts eligible token projects from registration for raises up to $75 million annually, transforming US crypto fundraising rules.The cryptocurrency market is stabilizing on the morning of Aug. 19 after a difficult week, while the leading digital assets are simultaneously being squeezed into narrow ranges. Institutional capital in the U.S. has abruptly shifted back toward accumulation following the massive downturn from Aug. 10 to Aug. 14, when net outflows from crypto funds reached a record $389.7 million.

The Aug. 18 trading session ended with a powerful comeback: spot Bitcoin ETFs attracted $189.31 million in a single day, while Ethereum ETFs recorded $71.47 million in net inflows. Against this backdrop, U.S. spot XRP ETFs are still showing modest volumes, with $5.81 million in net inflows yesterday, according to SoSoValue.

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XRP and Bitcoin price performance on a mid- (12h) and short-term (4h) time frames, Source: TradingViewTradingView price charts are currently showing complete calm and tight consolidation. Bitcoin (BTC) is pressing at $65,000 on Bitstamp's 12-hour chart, while XRP/USD is moving in sync with the market leader with a gain of 1.23%.

XRP is firmly holding its crucial psychological and technical support level at $1.0052. This stability is being driven not by retail traders but by an aggressive on-chain strategy among major players, who are buying every local dip.

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Institutional whale accumulation was triggered by a powerful fundamental catalyst from Washington. The U.S. Securities and Exchange Commission (SEC) published a historic proposal to simplify token registration, which has already been linked to the Senate's upcoming vote on the CLARITY Act.

XRP news: Whales buy 642 million tokens as Ripple Prime debuts bond offeringLarge XRP holders have collectively acquired more than 642 million tokens near the psychological $1 level since the beginning of August. During the first week of the month alone, wallets holding between 1 million and 10 million XRP accumulated 380 million coins, increasing their combined holdings to 8.13 billion tokens.

Buying continued in the middle of the month. Investors added another 72 million XRP to their positions on Aug. 13–14 and absorbed an additional 190 million tokens on Aug. 16–17. Against this backdrop, the number of large XRPL transactions worth more than $1 million jumped 280% on Aug. 17–18, exceeding 38 transactions per day amid an influx of active addresses.

Alongside this on-chain activity, Ripple Prime, the company's brokerage subsidiary, completed its debut private placement of $275 million in unsecured bonds due in 2031. The debt securities carry an 8.25% coupon and received a BBB investment-grade rating from KBRA, while investment bank Piper Sandler served as the lead underwriter.

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Including the May agreement, Ripple's total debt financing raised over the past three months has reached $475 million through the infrastructure of Hidden Road, which the company acquired in 2025 for $1.25 billion. Ripple has also expanded its payments presence in Asia by partnering with South Korea's Jeonbuk Bank to introduce instant settlements through Ripple Payments.

In the on-chain sector, Ripple's native dollar-backed stablecoin, RLUSD, demonstrated unusual dynamics. A recent $35.7 million token burn pushed the monthly burn rate on the XRPL to 99%. Over the past 30 days, $449.3 million worth of RLUSD was issued on the network, but immediate institutional redemptions resulted in $448.9 million worth of tokens being burned.

Unlike the XRPL's transit corridor, Ethereum is retaining liquidity. Of the $403 million issued on Ethereum, only $177.3 million was burned, leaving the total RLUSD supply of $1.757 billion divided almost equally between the two blockchains.

The intense token accumulation by whales, combined with Ripple's simultaneous effort to raise hundreds of millions of dollars in debt, signals that major players are not currently planning speculative sales near the $1 level.

Crypto market news: SEC reform and Bitcoin liquidation risksYesterday, the New York Federal Reserve purchased short-term Treasury bills up to its full $4.243 billion allotment. The move fits into a monthly reinvestment schedule of approximately $17 billion aimed at supporting bank reserves and reducing liquidity shortages.

The monetary injection coincided with a sudden reversal in sentiment across the U.S. spot crypto fund sector. In a single trading session on Aug. 18, the funds fully offset the prolonged outflows recorded last week, when investors withdrew a record $389.7 million.

At the same time, the U.S. Securities and Exchange Commission published two new fundraising tracks. The new rules introduce the following exemptions:

Fundraising limit: Eligible token issuers would be exempt from strict registration requirements when raising up to $75 million per year.Safe harbor: Assets would automatically lose their status as securities once developers complete the required technological milestones.Insider freedom: The mandatory token lockup period would be completely removed once all other restrictions are lifted. You Might Also Like

Against this backdrop, the U.S. Senate scheduled a procedural vote on the CLARITY Act for Sept. 15. This round does not guarantee the bill's final passage because of unresolved issues involving staking rewards and potential crypto-related conflicts of interest at the highest levels of government.

Meanwhile, the overall probability of the CLARITY Act being signed into law by the end of 2026 has dropped to 20%. Just a few months ago, markets estimated the chances of the historic legislation taking effect at more than 80%.

Despite the legal uncertainty, analysts at investment firm VanEck believe Bitcoin's prolonged correction is nearing its end. Eight of the 12 key indicators point to the market's final capitulation, while all 12 metrics have entered this zone at some point during the past three months.

Bitcoin Capitulation Check, Source: VanEck / ArtemisThe current decline has now continued for 10 months, compared with the historical duration of a bear phase of 11–13 months. VanEck analysts identify the period from September through November as the window for a transition toward full-scale accumulation.

While the spot market is consolidating, hidden risks are building in the futures market because of a critical imbalance in favor of long positions. According to the CoinGlass liquidation heat map, a sudden market decline would trigger cascading liquidations:

Bitcoin: If BTC falls to approximately $57,200, forced liquidations of long positions would exceed $4.36 billion.Ethereum: If ETH falls to approximately $1,715, forced liquidations of long positions would exceed $2.97 billion. You Might Also Like

Ethereum is facing scrutiny in derivatives markets after blockchain analytics firm Arkham identified that the wallet pension-usdt.eth is holding a significant $85 million short position on ETH. This position, opened near $1,700, is experiencing growing unrealized losses as Ethereum’s price approaches $1,900.

Massive Ethereum Short Faces Rising LossesArkham reported that pension-usdt.eth has maintained this short position for over two months, with the entry price averaging about $1,700. As ETH has gained nearly $200 since the position was opened, the wallet now sits at an unrealized loss of approximately $9.8 million. This size of trade accentuates the risk of a short squeeze, as price gains can create pressure for the trader to close positions or add collateral.

Crypto analysts emphasized that unrealized losses do not directly signal liquidation risk, as continuation depends on the remaining collateral available to the trader and the agreed-upon liquidation threshold.

Even with the current losses, liquidation is not an immediate concern if the user has sufficient margin. Consequently, the pension-usdt.eth wallet serves as a barometer for overall market leverage, rather than an isolated indicator of a coming short squeeze.

Mini dictionary: Arkham is a blockchain intelligence platform specializing in tracking and analyzing wallet activity across multiple cryptocurrency networks, frequently cited for its on-chain investigations.

ETH Tests Key Resistance at $1,900Ethereum has hovered near $1,900, facing technical resistance at this psychological threshold. Observers highlighted that on August 18, cryptocurrency news sources reported ETH trading close to $1,905, underscoring $1,900 as a crucial price level in the current rally.

As ETH prices rise, the risk profile for the large short position shifts, increasing potential losses for the holder. Should ETH reverse, the trader could potentially reduce losses; however, sustained momentum might force changes to the position. Market participants have been closely monitoring whether this trade can withstand continued strength in ETH’s trend.

MetricOriginal Short EntryCurrent ETH PriceUnrealized P/LPotential LiquidationValue$1,700$1,900-$9.8 million$2,435 (estimated)ETF Activity and Institutional DemandThe large-scale short coincides with continued institutional interest in Ethereum through U.S.-listed spot ETFs. According to KuCoin, ETH exchange-traded funds saw net inflows of $49.6 million on August 7. This flow reflects ongoing demand for regulated ETH exposure among institutional investors.

ETF activity contributes to Ethereum’s liquidity and can compete with bearish futures positions, as both factors shape price movement and market sentiment.

While ETF inflows do not guarantee upward price action or shield individual traders from losses, the competition between these inflow channels and leveraged shorts adds complexity to the overall ETH landscape. Changes in ETF flows or derivatives positioning can amplify volatility as traders adjust risk.

Monitoring for Short LiquidationOn-chain analysis from HyperInsight indicated that pension-usdt.eth faces an estimated liquidation level at around $2,435 for the short position. This suggests there remains room for further price movement before forced closure becomes likely. Any sharp rally toward this level could trigger additional buying as positions are automatically closed to limit losses.

The situation with pension-usdt.eth underscores the role of leverage in crypto markets. As Ethereum gains or corrects, wallet-specific activity should be viewed as part of a broader set of signals. Market observers continue to assess spot price action, derivatives positions, and ETF flows to gauge overall direction, rather than drawing conclusions from individual high-profile trades.

Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.

Artemis Wealth Advisors LLC purchased a new position in Sandisk Corporation (NASDAQ:SNDK – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,706 shares of the data storage provider’s stock, valued at approximately $628,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Osaic Holdings Inc. acquired a new position in Sandisk in the 2nd quarter valued at about $317,000. Merit Financial Group LLC acquired a new stake in shares of Sandisk during the 3rd quarter worth approximately $408,000. Dimensional Fund Advisors LP acquired a new stake in shares of Sandisk during the 3rd quarter worth approximately $100,080,000. First Trust Advisors LP purchased a new stake in shares of Sandisk during the 3rd quarter valued at approximately $9,788,000. Finally, Blair William & Co. IL purchased a new stake in shares of Sandisk during the 3rd quarter valued at approximately $591,000.

Sandisk News Roundup Here are the key news stories impacting Sandisk this week:

Positive Sentiment: Sandisk’s recent Investor Day highlighted significant long-term growth opportunities in AI storage, including high-bandwidth flash memory, a reported $93.9 billion customer backlog and ambitious profitability targets through fiscal 2028–2030. Management also emphasized returning excess cash to shareholders. Sandisk: Too Cheap To Ignore, Too Cyclical To Trust Positive Sentiment: JPMorgan initiated coverage with a Buy-equivalent recommendation and a $2,250 price target, citing Sandisk’s positioning in the AI memory market. This follows strong quarterly results, including earnings that exceeded expectations and revenue growth of roughly 372% year over year. SanDisk Gets New Buy Recommendation Positive Sentiment: Analysts and market commentators continue to argue that AI infrastructure demand could keep memory pricing and storage demand elevated, with some viewing Sandisk’s high-bandwidth flash products as a potential beneficiary of the shift toward agentic AI. Elon Musk on Memory and Storage Demand Neutral Sentiment: After gaining roughly 28% in the prior five sessions and nearly 550% year to date, SNDK is experiencing heightened volatility and profit-taking. Technical analysts are watching nearby support levels to determine whether the rebound can continue or the broader correction resumes. Sandisk Price Forecast Neutral Sentiment: Although the memory shortage may persist into 2027, investors remain divided over whether current margins are sustainable. Sandisk’s outlook depends heavily on continued pricing strength, data-center demand and successful execution of its new business model. Sandisk Stock and the Memory Shortage Negative Sentiment: A Wall Street Journal report intensified a broad selloff in memory-chip stocks as investors rotated out of AI hardware winners. Sandisk, Micron and Western Digital all came under pressure, indicating that sector-wide positioning is a major factor behind SNDK’s decline. WSJ Report Sends Memory Stocks Down Negative Sentiment: Rising Treasury yields are pressuring richly valued growth and semiconductor shares, making investors less willing to pay high multiples for stocks whose earnings are tied to a cyclical memory boom. Higher Rates Test the Memory Boom Negative Sentiment: Concerns that memory remains a boom-and-bust industry are resurfacing after SNDK’s parabolic run. Any normalization in NAND pricing or evidence of weaker demand could challenge expectations embedded in the stock’s elevated valuation. Sandisk: Every Bounce Looks Like a Trap Sandisk Stock Down 9.0% Shares of SNDK opened at $1,625.78 on Wednesday. Sandisk Corporation has a fifty-two week low of $43.20 and a fifty-two week high of $2,354.39. The firm’s 50 day moving average price is $1,670.35 and its 200 day moving average price is $1,203.01. The company has a market cap of $240.76 billion, a P/E ratio of 22.30, a PEG ratio of 0.16 and a beta of 5.21. Sandisk (NASDAQ:SNDK – Get Free Report) last released its earnings results on Wednesday, August 5th. The data storage provider reported $39.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $33.28 by $5.97. Sandisk had a net margin of 56.47% and a return on equity of 87.84%. The company had revenue of $8.96 billion for the quarter. During the same quarter last year, the company earned $0.29 earnings per share. Sandisk’s quarterly revenue was up 371.6% compared to the same quarter last year. Sandisk has set its Q1 2027 guidance at 44.000-46.000 EPS. Research analysts forecast that Sandisk Corporation will post 208.92 earnings per share for the current year.

Sandisk announced that its board has authorized a share buyback program on Wednesday, August 5th that permits the company to buyback $14.00 billion in outstanding shares. This buyback authorization permits the data storage provider to purchase up to 6.6% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets In other news, insider Bernard Shek sold 600 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $1,162.16, for a total value of $697,296.00. Following the sale, the insider directly owned 30,915 shares in the company, valued at approximately $35,928,176.40. This trade represents a 1.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alper Ilkbahar sold 2,000 shares of Sandisk stock in a transaction on Monday, June 1st. The shares were sold at an average price of $1,756.58, for a total value of $3,513,160.00. Following the completion of the transaction, the executive vice president owned 52,677 shares of the company’s stock, valued at approximately $92,531,364.66. This trade represents a 3.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 3,800 shares of company stock worth $6,504,856 in the last ninety days. Corporate insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades Several research analysts have weighed in on SNDK shares. UBS Group reaffirmed an “overweight” rating and set a $1,750.00 target price on shares of Sandisk in a research note on Friday. Royal Bank Of Canada upped their price objective on shares of Sandisk from $1,300.00 to $1,600.00 and gave the stock a “sector perform” rating in a report on Friday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $2,200.00 price objective on shares of Sandisk in a research report on Thursday, August 13th. Morgan Stanley lifted their target price on shares of Sandisk from $1,100.00 to $1,750.00 and gave the company an “overweight” rating in a report on Wednesday, June 3rd. Finally, Argus raised Sandisk from a “hold” rating to a “buy” rating in a research report on Monday, August 10th. Three research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $1,999.27.

View Our Latest Analysis on Sandisk

About Sandisk (Free Report)

SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.

See Also Five stocks we like better than Sandisk The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding SNDK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sandisk Corporation (NASDAQ:SNDK – Free Report).

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TRON is pushing forward with a significant Virtual Machine upgrade that will bring its execution environment closer to Ethereum’s, with on-chain governance votes scheduled for August 25, 2026. The upgrade introduces two key capabilities: a CLZ opcode and support for secp256r1 (P-256) signature verification, both of which have been available on Ethereum and are now making their way to TRON’s infrastructure.

Node operators have until August 16, 2026, at 23:59 Singapore time, to complete their software updates to GreatVoyage-v4.8.2, codenamed Pyrrho. Miss that window, and nodes risk falling out of sync with the rest of the network.

What the upgrade actually does Two network parameters, numbered #95 and #96, are on the ballot for August 25. If TRON’s 27 active Super Representatives approve them, the new TVM features go live across the entire network.

The first notable addition is the CLZ instruction, short for “Count Leading Zeros.” It’s a low-level operation that counts how many zero bits sit at the front of a binary number. Developers use CLZ in mathematical operations, bit manipulation, and optimizing gas costs.

The second feature is a precompiled contract for secp256r1 signature verification, commonly known as P-256. This is the elliptic curve standard used by Apple’s Secure Enclave, Android’s Keystore, WebAuthn, and most hardware security modules. In practical terms, it means smart contracts on TRON will be able to natively verify signatures generated by the security chips already sitting inside billions of phones and laptops. Without native support, developers have to implement P-256 verification in Solidity, which is expensive in terms of gas. A precompile handles this at the protocol level, making it fast and cheap.

Governance mechanics and the SR vote TRON’s governance model relies on its 27 Super Representatives, who are elected by TRX holders through a continuous staking-and-voting process. These SRs are responsible for producing blocks and voting on network parameter changes. The August 25 vote follows a well-established pattern: the core development team ships code, node operators upgrade, and then SRs formally activate new features through on-chain proposals.

This two-step process, upgrade first and vote second, is deliberate. It ensures that the network has sufficient node coverage running the new software before any parameter change flips the switch. If a significant number of nodes were still running the old version when new features activated, those nodes would reject the updated blocks and fork themselves off the main chain.

The August 16 deadline gives operators roughly nine days of buffer before the vote. GreatVoyage-v4.8.2 (Pyrrho) was released in July 2026.

The Ethereum alignment strategy The P-256 precompile is particularly telling. Ethereum introduced its own version through EIP-7212. By adopting the same capability, TRON positions itself to support the same class of account abstraction and hardware-backed authentication flows that Ethereum developers are building toward.

The CLZ opcode addition reinforces this same logic. It eliminates one more edge case where a contract that compiles and runs fine on Ethereum would fail or behave differently on TRON.

What to watch after the vote Native P-256 support opens the door to passkey-authenticated wallets on TRON, a feature that could reduce onboarding friction for non-crypto-native users. Several Ethereum projects are already exploring this design space, and TRON’s adoption of the same cryptographic standard means those designs could be ported over with minimal modification.

For node operators, the immediate priority is straightforward: update to version 4.8.2 before the deadline. The TRON development team has urged proactive action, and as of the latest reports, no disruptions have been flagged during the rollout period.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

The semiconductor sector is undergoing a fundamental shift. While the opening chapters of the artificial intelligence boom centered on heavy training clusters, enterprise spending is pivoting toward real-time inference. For generative applications and autonomous agents, how fast a system can process tokens often dictates product viability.

Cerebras Systems Today

CBRS

Cerebras Systems

$205.61 -14.40 (-6.55%)

As of 10:29 AM Eastern

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$160.81▼

$386.34$299.90

Cerebras Systems Inc. NASDAQ: CBRS sits at the center of this shift. By taking a distinct path away from legacy processor designs, Cerebras Systems has engineered a wafer-scale architecture that overcomes the physical memory constraints that cap traditional hardware.

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With expanding hyperscale partnerships, an insulated supply chain, and a multibillion-dollar backlog, Cerebras Systems presents a compelling case for investors watching the next wave of infrastructure buildouts.

Cracking the Latency Code With Single-Wafer SiliconEvaluating Cerebras Systems requires understanding how generative workloads actually run. Machine learning inference divides into two phases: prefill and decode. Prefilling ingests the initial prompt in parallel, a process in which traditional graphics chips excel. Decode generates output sequentially, creating tokens one word or character at a time.

During decode, traditional processors must repeatedly move data between compute cores and external memory banks. This physical bottleneck, known as the memory wall, severely restricts generation speed. When an autonomous software engineer or an automated cybersecurity system works through a multi-step problem, slow output can create lag that disrupts the user's workflow.

Cerebras Systems bypasses this challenge by building an entire processor across a single silicon wafer. By embedding 44 gigabytes of static random-access memory directly on the chip alongside hundreds of thousands of cores, data shuttling over external circuit boards is eliminated. The architecture delivers tokens at up to 14 times the speed of conventional setups, turning interactive AI into an instantaneous tool.

Divide and Conquer: Teaming Up to Speed UpRather than forcing enterprise customers into expensive rip-and-replace infrastructure cycles, Cerebras Systems embraces disaggregated inference. Under this model, standard accelerators handle input prefill, while wafer-scale hardware manages sequential decode. This division of labor delivers up to a 5x boost in overall data center throughput while preserving ultra-low latency.

Hyperscale Handshakes: Powering OpenAI at Blistering VelocityReal-world proof of this disaggregated approach is broadening through partnerships with top-tier companies:

AMD Alliance: Cerebras Systems has teamed with Advanced Micro Devices Inc. NASDAQ: AMD to link Helios rack platforms with Cerebras Systems hardware. Entering production around the fourth quarter of 2026, the joint setup allows existing GPU operators to multiply system throughput.

Amazon Bedrock Integration: A collaboration with Amazon.com Inc. NASDAQ: AMZN brings Cerebras Systems to Amazon Bedrock in the first quarter of 2027, enabling broad distribution across enterprise cloud environments.

OpenAI Production Tier: Cerebras Systems powers the Ultrafast mode for OpenAI's GPT-5.6 Sol model, clocking up to 750 tokens per second to deliver high-value performance for complex reasoning.

Enterprise adoption is spreading into latency-sensitive software environments. Cybersecurity platform CrowdStrike Holdings Inc. NASDAQ: CRWD uses the technology to run real-time threat analysis on active corporate networks, while digital payments leader Block Inc. NYSE: XYZ uses it to accelerate automated customer workflows.

Dodging the High Bandwidth Memory CrunchSupply chain exposure remains a structural risk for many semiconductor manufacturers. Industry demand for high-bandwidth memory and specialized 3D packaging continues to create packaging waitlists and margin volatility.

Cerebras Systems avoids these chokepoints through its unique manufacturing footprint. Relying on integrated on-chip memory rather than stacked memory modules reduces exposure to tight packaging channels. Silicon fabrication runs on proven, cost-effective 5-nanometer wafers from Taiwan Semiconductor Manufacturing Company NYSE: TSM, ensuring stable wafer deliveries at attractive component pricing.

Assembly capacity is expanding rapidly. Contract manufacturing lines with Flex Ltd. NASDAQ: FLEX, Sanmina Corp. NASDAQ: SANM, and Rocket EMS are scaling hardware output by more than 10x through 2026. On the facility side, Cerebras Systems has secured over 600 megawatts of data center capacity under contract through 2027. Immediate technology upgrades are underway, with the debut of the fourth-generation CS-4 system at the Supernova 2026 conference, projected to deliver a 20x increase in throughput over the next 18 months.

A Backlog of Billions Backs Up the HypeCerebras' recent results demonstrate that customer demand is translating into meaningful top-line expansion. Second-quarter core non-GAAP revenue roughly doubled year-over-year to approximately $209.9 million, driven by core cloud revenue surging 287% to about $127.7 million.

Although headline GAAP numbers reflected an accounting net loss of approximately $450.5 million, largely due to post-IPO stock-based compensation and non-cash customer warrant amortization, operational leverage improved markedly. Core gross margins expanded by roughly 940 basis points to about 40.6%, while core operating margin gained approximately 2,600 basis points compared to the prior year.

Management raised full-year core revenue expectations to a range of $880 million to $890 million, while projecting core revenue to more than triple in 2027. Providing long-term commercial visibility, Cerebras' remaining performance obligations stand near $25.4 billion. A balance sheet holding around $8.6 billion in cash, equivalents, and short-term investments, alongside an undrawn $850 million credit facility, provides significant runway to self-fund data center buildouts.

Shifting Into Overdrive: Why Patient Capital Is Eyeing CerebrasEvery major computing cycle transitions from early infrastructure buildout to real-time workload optimization. As businesses prioritize low latency, power efficiency, and per-token unit economics, computing architectures tailored specifically for high-speed inference stand to capture meaningful market share.

Investors should account for potential near-term gross margin fluctuations at Cerebras, as temporary system rentals to meet immediate cloud demand could keep third-quarter margins in the 38% to 40% range before owned hardware deployments take over.

However, with Wall Street price targets averaging around $299.90, representing roughly 35% upside from current prices near $221.71, investors with a growth-focused horizon may want to keep Cerebras Systems on their radar as an innovative pure-play in the inference buildout.

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“I’ve had one person who told me that their intentions were creepy,” a man tells me over a video call, on condition of anonymity. He’s based in Los Angeles, and while we speak, he eats what appears to be tuna directly out of the can. “He said: ‘I go to strip clubs, and I want to record the strippers … Normally I put my phone in my chest pocket, but the glasses are more convenient.’”

The man I’m talking to runs a business called Ghost Metas. He’s one of hundreds of vendors, easily discoverable online, who specialise in disabling the flashing LED light embedded in Meta’s smartglasses that blinks when wearers capture photos, videos and audio. After Ghost Metas disables the LED, it’s impossible for someone to know they’re being filmed.

He flips his camera over to show me his work bench, revealing painter’s tape, a drill, a hole puncher, a dental pick and a tube of resin. He says he’s worked on about 100 pairs of glasses, and that one pair only takes him about 15 to 20 minutes.

“In public, I don’t think we have privacy any more, period,” he says, when I ask whether what he’s doing feels wrong. “My argument is if you’re really worried about your privacy, don’t go outside.”

The success of Ghost Metas is parallel to the runaway success of Meta Glasses, designed in partnership with established glasses brands Ray-Ban and Oakley. Meta said that it sold roughly 7 million pairs in 2025 alone, practically tripling combined sales numbers from 2023 and 2024. Influencers, athletes and global celebrities such as Chris Hemsworth and Teyana Taylor have embraced the tech in sponsored posts and buzzy ads. The glasses mark a turnaround for a company that made big missteps by overinvesting in virtual reality “metaverses” and trailing behind in the AI race.

The most notable endorser has been Kylie Jenner who, in June, collaborated with Meta on her own line of AI glasses. “Hey Meta – take a picture,” Jenner commands her $399 Starfire glasses in an advertisement for the collab. Meta promises that users can ask Kylie’s glasses any question, and the AI will issue “every response in Kylie’s voice”.

The reality of how people are using the glasses has been less benign. They have been widely used for exploitation and privacy violations, much of which has been bragged about on social media by bad actors themselves. Online creators – primarily men – have used the glasses to troll boardwalks, college campuses, and streets outside bars in search of women to hit on, and then post the interactions. Some men have recorded overtly racist videos in which they enter massage parlors staffed by Asian women and ask for “happy ending” massages. Others have used the glasses to record bathing suit-clad women at the beach.

I’ve spoken with people who say Meta Glasses have been used to secretly record their private interactions, with one source describing an incident inside her house that she felt endangered her children.

Many of these videos are captured and posted online without the consent of their subjects, often by influencers who want to humiliate the subjects they’ve filmed.

To protect against this, on every pair of glasses there’s an LED light that’s supposed to let people know the glasses are recording. Meta makes assurances that the glasses won’t record when the LED light is blocked or obscured. But the man behind Ghost Metas says it’s easy to modify the glasses to block the light without triggering the refusal failsafe.

He acknowledges that the overwhelming majority of his clients have been men but he doesn’t agree that the glasses are only being used for spying. Many of his customers are parents, who he says tell him: “‘I want to record my kid, but every time the light’s on, the kid just keeps looking at the light.’” He also said he’s done several pairs for food delivery drivers and others with similar jobs, who have told him that they want to protect themselves from false claims of undelivered orders or unwanted harassment.

What Ghost Metas is doing clearly breaks the terms of service of Meta Glasses. But could Meta argue it’s an inversion of their appeal? Meta’s CEO, Mark Zuckerberg, who has positioned the glasses as a smartphone killer, said in September 2025 that “the promise of glasses is to preserve this sense of presence that you have with other people”. Smartglasses bring the functionality of smartphones, cameras included, into every moment. Several people I spoke to say that even when the LED is functioning as intended it can be subtle and difficult to spot from far away, especially if you aren’t aware of how smartglasses work. Others shared that they sought out the glasses to capture more “natural” footage of those around them, explicitly because people act differently when they know they’re being recorded. As Meta themselves put in their advertising materials: “Record life as you live it – every detail, every angle.”

Mark Zuckerberg records video using the Orion augmented reality (AR) glasses, triggering a small light on the frames, during the Meta Connect event in Menlo Park, California, in September 2024. Photograph: Bloomberg/Getty ImagesOther tech giants have tried – and failed – to successfully market smartglasses. In 2013, Google released Google Glass, but discontinued them in 2015 amid backlash that resulted in a journalist getting assaulted in the street for wearing a pair. Snapchat tried for years to push Spectacles, first released in 2016, to no avail. (It’s now slated to release augmented-reality glasses called Specs later this year, though between their awkwardly bulbous appearance and $2,195 price tag, they may be dead on arrival). Apple’s Vision Pro, meanwhile, has seen disappointing sales since its release in early 2024. Beyond headwear, there have been products like an always-listening version of Amazon’s Halo Band bracelet, which the Washington Post once called “the most invasive tech we’ve ever tested”. Amazon scrapped the always-on microphone in 2021, again in response to people finding the update wildly creepy, and the Halo line was discontinued entirely by 2023.

So why did Meta Glasses succeed when so many of their competitors were deemed creepy and ugly? One big answer seems to be fashion.

Unlike their predecessors, Meta Glasses have familiar designer names behind them. EssilorLuxottica, the Italian corporation that owns Ray-Ban and Oakley, is an eyewear titan that raked in about $33.8bn in 2025, with about 12% of its overall sales to Ray-Ban.

“Ray-Ban is fashionable in a perennial sort of way, not a fleeting sort of way,” said Amy Odell, fashion journalist and author of the Back Row newsletter. Zuckerberg, she added, “is right that in order to get these things to sell, they do have to be great glasses first. And you really can’t go wrong by going to the most iconic sunglasses brand.”

Meta also makes a number of privacy assurances about the glasses, promising users they are “designed for privacy” and that Meta doesn’t have access to recordings made by using the glasses. However, a joint investigation by the Swedish newspapers Svenska Dagbladet and Göteborgs-Posten revealed that Meta was, in fact, storing recordings made by glasses wearers. The papers interviewed Kenyan whistleblowers working for the controversial content moderation sweatshop Sama, which is subcontracted by Meta to sort through and annotate content that may be fed into Meta’s AI models.

“In some videos you can see someone going to the toilet, or getting undressed,” one contractor told the Swedish newspapers. “I don’t think they know, because if they knew they wouldn’t be recording.” Other Sama employees shared stories of reviewing content collected while glasses wearers were having sex, looking at their or their partner’s naked body, or viewing sensitive documents that revealed personal identifying information. The reporting quickly prompted a class action lawsuit in San Francisco federal court, which alleges that Meta engaged in false advertising in relation to its privacy assurances.

In a statement, Meta said that “unless users choose to share media they’ve captured with Meta or others, that media stays on the user’s device. When people share content with Meta AI, we sometimes use contractors to review this data for the purpose of improving people’s experience … we take steps to filter this data to protect people’s privacy.”

The lawyers bringing the class action disagree. “These products aren’t designed for user control and privacy,” said Ryan Clarkson, whose firm filed the suit. “In my opinion, they’re designed to maximise profits, and to turn every person who buys one into a Trojan horse of surveillance.”

‘I felt extremely violated’Nonconsensual recordings can happen to anyone, anywhere. People have been secretly recorded in their workplace; one lawyer told the Guardian that he was covertly filmed by potential clients during a free consultation. Some Meta Glasses wearers have recorded videos of trips to hospitals and children’s dentist offices and shared them online.

You could even be covertly recorded in your own home – as was the case for Brek Mettra, a mother of two in Utah who was secretly filmed in her house during a transaction with a local vintage clothing seller. After the pair connected on Facebook Marketplace (also run by Meta), the seller met Mettra at her home to buy a T-shirt. Unbeknownst to her, he had used Meta Glasses to record their exchange, which he then uploaded to social media as content to promote his business.

Mettra said it wasn’t until a “random guy” in Philadelphia contacted her to inquire about a T-shirt he had seen in the clip that she knew the video even existed.

In the video, a copy of which was reviewed by the Guardian, Mettra’s face is visible, as are the faces of her two very young children. Though Mettra wasn’t tagged, the video revealed her identifying information: the vintage seller had paid Mettra using Venmo, and her full name was visible on her Venmo profile, which was how the stranger in Philly found her. “I honestly felt extremely violated,” said Mettra, who added that she does not remember seeing an LED light on the glasses.

After making multiple requests for him to take the video down, the seller deleted the post once Mettra warned him that she had contacted Instagram. “Please, for my children and myself I really hope you delete it,” Mettra pleaded in one message to the seller, which was reviewed by the Guardian. The seller didn’t respond to a request for comment but he has posted several similar recordings across multiple Instagram and TikTok accounts, with a tag included in his Instagram captions noting that the videos have been recorded with “Ray-Ban Meta glasses”.

Others say they’ve been harassed by Meta Glasses wearers in spaces they had previously felt safe in. Karina and Kyle, a young couple who asked to be identified by their first names to protect their privacy, are avid ravers who, earlier this year, had a disturbing encounter with a man who was using Meta Glasses to record young women’s bodies at a large EDM festival in Las Vegas.

The couple initially bumped into the man on the dancefloor, where they caught him leering at Karina’s breasts through a pair of Ray-Bans. They were close enough to notice that an LED on the glasses was flashing, signaling that the man was filming. Asked to stop recording, the man stormed away. A little while later, though, they saw the man again. This time, he was sitting on the ground beneath two bikini-clad young women, who were perched on tall barstools as they watched the show. Glasses on, the man stared at their bodies from below. It wasn’t until he took out his phone and attempted to take additional recordings, the couple said, that people around him realised he was recording and notified the women.

Karina is still unsettled by the knowledge that nonconsensual recordings of her may be out there. “It’s really disgusting … there are so many possibilities of what people could do,” she said.

Meta refuted to the Guardian that the main purpose of the glasses is to make unnoticeable recordings. But each victim of nonconsensual recordings called attention to the innocuity of the glasses, and how much more difficult – if not impossible – the glasses were to spot compared with handheld cameras or smartphones. And Mettra, for her part, said she doesn’t remember seeing a recording light. “If he would’ve pulled out a camera, I could have said no, or leave if you’re going to do that,” said Mettra. “It opened my eyes to be a little bit less trusting in people.”

“I feel like that’s the whole point of these glasses,” added Karina, “that they’re inconspicuous.”

‘A red line society must not cross’Being secretly recorded is currently the primary fear associated with Meta Glasses. But covert recordings may just be the first step in a more sophisticated surveillance apparatus integrated with another deeply controversial technology: facial recognition.

In February, the New York Times reported on an internal Meta Reality Labs document in which the company discussed its plans to integrate a facial recognition feature called “NameTag” into its smartglasses.

In the document, dated to May 2025, Meta said that it planned to launch NameTag “during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns”.

In response to the Times’ reporting, Meta said that NameTag was something it was “still thinking through” and promised to “take a thoughtful approach if and before we roll anything out”.

A few months later, the American Civil Liberties Union (ACLU) issued an open letter to Meta signed by 75 different organizations condemning the integration of a feature like NameTag into smartglasses as “a red line society must not cross”.

By then, though, NameTag was already further along than was publicly known. A June Wired investigation revealed that latent code for NameTag was secretly rolled to Meta smartglasses as early as January 2026. While technically unreleased and inaccessible to consumers, the code contained the architecture for a system that would save faces viewed through Meta smartglasses as biometric “faceprints” and store them on users’ devices.

“You don’t put code like this in your app unless you’re planning to release that feature very soon,” said Cooper Quintin, a security researcher and senior public interest technologist with the Electronic Frontier Foundation Threat Lab, who independently reviewed the NameTag code discovered by Wired.

A few days after it was discovered, Meta quietly deleted the inactive code.

The privacy light embedded within Meta’s smartglasses. Photograph: Carlos Barría/ReutersTechnically, building facial recognition into smartglasses isn’t difficult. In late 2024, two Harvard dropouts were able to embed the facial recognition library PimEyes into a pair of Meta Ray-Bans; coupled with help from a large language model, the glasses were successfully able to connect strangers’ faces to their name, job, social media, address, contact information, information about family members and other personal data. (Meta told the Guardian that “these students simply used publicly available facial recognition software, PimEyes, on a computer that would work with photos taken on any camera, phone or recording device … Meta’s AI glasses do not have facial recognition technology.”)

But just last week, 404 Media reported that Meta filed a patent for a facial recognition feature for its AI glasses that would identify people in the frame and use that information to create highlight reels of that person or people. The example given in Meta’s patent was identifying and creating videos of guests at a dinner party.

According to Kade Crockford, the director for technology and justice programs at the ACLU of Massachusetts, the uncovered NameTag code signals a step toward a radical transformation of our existing privacy landscape – and they’ve “been dreading this moment for 20 years”.

Meta is keen to emphasise that their glasses are uniquely beneficial for blind and low-vision people, many of whom say the tech has been transformational for their daily independence and safety. While discussing NameTag in a recent podcast interview, Meta’s CTO, Andrew “Boz” Bosworth, emphasised that putting facial recognition into smartglasses could offer additional support to people living with vision or memory disabilities.

But the reasons to not introduce unchecked facial recognition into smartglasses are vast, privacy advocates have warned. Citizens attending protests could wind up with their names and faces being sucked into a database. To that end, ICE officers have already been caught using Meta Glasses to surveil demonstrators, and earlier this year, the Department of Homeland Security requested millions in order to build facial recognition into smartglasses. A woman could brush off an advance by a stranger in a bar, or on a bus, or at a workplace, only for that stranger to already know her name, which they may use to find her address and other information. Other vulnerable demographics – LGBTQ+ people, immigrants, people of color – may also be stalked, harassed and targeted by abusers receiving assistance from facial recognition.

Asked about Meta’s facial recognition plans, a spokesperson for Meta said that “we’re exploring these types of features as people regularly express interest in seeing them. Nothing has shipped to consumers and no final decision has been made on what to do here, if anything. If we do decide to roll something out, we will take a thoughtful approach and do so with full transparency. One decision we can be clear about – we are not building a central face database.”

A brewing backlashAs Meta promotes the glasses with paid influencer content and high-profile partnerships, resistance against the tech is intensifying. Activists recently plastered London bus stops with anti-glasses guerilla ads, one of which depicted the infamous pedophile Jeffrey Epstein in the Ray-Bans with the tagline “glasses for people who don’t do consent”. Some glasses owners say they’ve started leaving the spectacles at home because they don’t want to be associated with creeps. A professor in Germany built an app called Nearby Glasses, a free, open-source service that detects when smartglasses are close by and issues an alert. And during a July performance at a music festival in Madrid sponsored by Ray-Ban, the singer Lorde told the crowd that “you don’t know if someone’s wearing sunglasses, or if they’re wearing those fucked-up fucking … can I just say, for the record, fuck the glasses! Don’t get the glasses. Not sexy.”

In early July, Meta announced that it would push an update to detect when an LED light has been “physically tampered with or destroyed” and stop people filming using those glasses. Two months after we spoke, Ghost Metas decided to pause his business as a result of the update. “Too much risk,” said the now former LED disabler. One client, he added, had gotten in touch to say that his glasses were no longer working.

“People use our glasses because they’re genuinely helpful … for those wearing them and the people around them. Trust matters,” a spokesperson for Meta told the Guardian when asked about disabling the LED. “That’s why we built privacy into our AI glasses from the ground up. Every pair has a capture LED that blinks when you take a photo or video that you can save or share, it can’t be turned off, and if someone covers or damages the LED, the camera is disabled.”

But many other LED disablers told the Guardian they’re still working, even after Meta’s update.

“The new update hasn’t been impacting the glasses at all,” said one disabler in early August, after Facebook had announced the update. Since the update, he said he’s tampered with the lights on the Gen 2 and Kylie Jenner models, and that “they work fine.”

“I’ve done hundreds and [only] one person is having problems out of hundreds, so I chalk that up to him being a dumbass,” said another. “Mine are working perfect still.”

A billboard advertising Kylie Jenner’s Meta Glasses collaboration in Los Angeles, California, on 27 June 2026. Photograph: Barry King/AlamyOthers are still able to get by with lower-risk alternatives to physically drilling out the LED – including an Engadget journalist, who found they were able to successfully block out the recording light with a $2 sticker.

Things have gotten so bad that Instagram, which is also owned by Meta, is publicly warning that the glasses are being used to harass people and warns about posting content from Meta Glasses. “If you’re posting content that is taking advantage of people and harassing them, like a lot of these pickup line kind of videos that we’ve heard of and seen, then we’re going to take the content down,” the head of Instagram, Adam Mosseri, said in a video announcing a crackdown on harassing content. “We’re trying to fight that every way we can.”

As part of this purported crackdown, Instagram deactivated the accounts of several pickup artists with large followings. As of publishing this story, however, dozens of pickup artist videos filmed with Meta Glasses are still easily discoverable on Instagram, clearly marked by captions such as “POV MILF RIZZ”, “POV LATINA RUNDOWN” and “POV COLLEGE RIZZ”. After we notified Meta to multiple active accounts dedicated to pickup artist content, the accounts were deactivated.

Though taking pictures and videos in public spaces is generally legal in the US, existing laws regarding two-party consent and wiretapping, particularly on the state level, may have rendered some nonconsensual recordings captured by Meta Glasses illegal. (Of course, victims would generally have to know that recordings exist in order to take action against them.) Even so, the passage of meaningful federal privacy regulation in the US that would take policy out of the hands of corporations, replacing patchworked state laws and setting standards that would shift the regulatory burden to companies instead of individuals.

“The argument for federal privacy legislation is stronger every day, and Congress’s seeming commitment to do nothing is also stronger,” said Quintin. “I think privacy is a human right, and we should expect it. We used to expect it, and I don’t know why we as a society have largely just given up on that. I think we should demand it, and demand that Congress take action and regulate privacy.”

But Meta has proven a market, and other tech companies are chasing. Google has a partnership with Samsung and the designer eyewear company Gentle Monster, and is also working on a collaboration with the affordable glasses-maker Warby Parker. And Apple is not only working on its own glasses, but is also rumoured to be infusing cameras into its popular AirPods designed to feed an AI system information about the wearer’s surroundings, according to Bloomberg. Across Silicon Valley, AI hardware startups – including many designing AI wearables beyond glasses – abound.

Meta itself is mining deeper into higher echelons of luxury fashion. In 2025 it released a limited-edition pair of smart Ray-Bans with the French clothing brand Coperni, and it’s due to release a pair of smartglasses designed in collaboration with Prada. (In February, Zuckerberg even sat front row at a Prada fashion show.) The fashion industry seems excited to make this new era of surveillance as chic as possible.

“We’re frogs in a boiling pot, and the temperature is getting hotter and hotter,” said Clarkson, the lawyer. “So here we have a leap in the erosion of our privacy rights through this slick technology that big tech promises will enrich our lives, make us more connected, smarter, more efficient – when instead it’s going to move us, by an order of magnitude, toward a far more surveilled state of existence.”

In the modern world, anonymity is a precious resource. If smartphones have made constant filming more acceptable, smartglasses are among a class of technologies that make it quieter – omnipresent, but less and less visible.

A pair of glasses suddenly come with endless question marks, and a humming fear that our presence in public spaces involves a Foucauldian forfeiture of privacy. When you feel like anyone could be filming you, you act like you’re always being filmed.

Czech National Bank raised its position in Amazon.com, Inc. (NASDAQ:AMZN) by 4.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,786,316 shares of the e-commerce giant’s stock after acquiring an additional 125,832 shares during the quarter. Amazon.com accounts for about 3.6% of Czech National Bank’s investment portfolio, making the stock its 4th largest holding. Czech National Bank’s holdings in Amazon.com were worth $664,091,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in AMZN. Vanguard Group Inc. increased its stake in Amazon.com by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant’s stock worth $158,348,557,000 after buying an additional 8,913,959 shares during the period. State Street Corp lifted its holdings in Amazon.com by 1.8% in the 4th quarter. State Street Corp now owns 388,653,121 shares of the e-commerce giant’s stock worth $89,708,913,000 after buying an additional 6,971,680 shares in the last quarter. Geode Capital Management LLC boosted its position in Amazon.com by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 225,120,994 shares of the e-commerce giant’s stock valued at $51,753,622,000 after buying an additional 2,479,324 shares during the last quarter. Norges Bank purchased a new position in Amazon.com in the 4th quarter valued at about $32,868,735,000. Finally, Auto Owners Insurance Co grew its stake in shares of Amazon.com by 27,376.7% during the fourth quarter. Auto Owners Insurance Co now owns 98,448,885 shares of the e-commerce giant’s stock valued at $2,272,397,000 after acquiring an additional 98,090,585 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Amazon.com Trading Down 0.7% Shares of NASDAQ AMZN opened at $259.45 on Wednesday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The stock’s 50 day moving average price is $248.53 and its two-hundred day moving average price is $238.89. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $287.20. The stock has a market capitalization of $2.80 trillion, a P/E ratio of 20.87, a PEG ratio of 1.75 and a beta of 1.45.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter last year, the firm earned $1.68 EPS. The business’s revenue was up 19.6% on a year-over-year basis. On average, analysts anticipate that Amazon.com, Inc. will post 8.05 earnings per share for the current fiscal year. Amazon.com News Roundup Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: Bullish AWS outlook: Morgan Stanley reiterated its bullish view and said AWS could eventually become a $1 trillion annual-revenue business if Amazon successfully converts AI capacity into durable cloud demand. The firm maintained a $335 price target. Amazon’s $500 Bull Case Puts AWS Under Massive Pressure Positive Sentiment: Expanded data-center investment: Amazon raised its planned Louisiana investment to approximately $18 billion and added a third campus. Securing power, water and transmission capacity could support AWS expansion and AI workloads, although it will increase near-term capital requirements. Amazon Raises Louisiana Investment To $18 Billion, Adds Third Data Center Campus Positive Sentiment: AI and retail initiatives: Amazon’s conversational shopping tools and AI-powered advertising are reported to be increasing product discovery, advertiser returns and retail volumes. These efforts could strengthen both e-commerce monetization and AWS demand. Amazon Thinks AI Is About to Change the Way We Shop Positive Sentiment: Institutional support and logistics expansion: Baupost, Coatue and Appaloosa added to Amazon positions, while Third Point’s 10% reduction appeared to be a modest rebalance rather than a full exit. Amazon also holds warrants representing about 12% of Einride, which is expanding its electric freight network with 500 Tesla Semi trucks. A Star Investor Just Trimmed Amazon Neutral Sentiment: Mixed hedge-fund signals: Q2 filings showed major investors making sharply different moves, including sizable purchases by Viking and Druckenmiller’s Duquesne alongside reductions by Bridgewater and others. The filings support interest in AMZN but do not establish a uniform institutional view. Amazon Sees Heavy Hedge Fund Activity in Q2 Negative Sentiment: AI spending and financing concerns: Amazon is part of a broader hyperscaler borrowing surge to fund AI infrastructure, while analysts warn that elevated capital expenditures could depress free cash flow and raise depreciation expenses before returns are proven. Rival CoreWeave also highlights the risk that some high-margin AI workloads may bypass AWS. Negative Sentiment: Project and regulatory risks: A proposed $10 billion Houston data-center campus faces scrutiny over secrecy and tightening Texas rules. Separately, concerns about emissions from gas plants supporting AI data centers could increase regulatory and reputational pressure. Amazon’s $10B Houston Data Center Project Hits Snags Insider Activity In other Amazon.com news, VP Shelley Reynolds sold 2,363 shares of Amazon.com stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total value of $620,003.94. Following the completion of the transaction, the vice president owned 119,780 shares of the company’s stock, valued at $31,427,876.40. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,270 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $268.53, for a total transaction of $2,489,273.10. Following the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at approximately $11,060,750.70. The trade was a 18.37% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 62,650 shares of company stock valued at $16,535,457 over the last three months. 8.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth A number of analysts have recently issued reports on AMZN shares. Rosenblatt Securities lifted their target price on Amazon.com from $332.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Bank of America increased their price target on Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a report on Friday, July 31st. UBS Group set a $318.00 price objective on Amazon.com and gave the company a “buy” rating in a research note on Friday, July 31st. Wolfe Research restated an “outperform” rating and set a $315.00 price objective on shares of Amazon.com in a report on Friday, July 31st. Finally, Susquehanna reaffirmed a “positive” rating and issued a $325.00 target price (up from $300.00) on shares of Amazon.com in a research report on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and a consensus price target of $322.56.

Read Our Latest Report on Amazon.com

Amazon.com Company Profile (Free Report)

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

See Also Five stocks we like better than Amazon.com The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).

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Eastern Bank lowered its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.2% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 594,556 shares of the software giant’s stock after selling 32,366 shares during the period. Microsoft accounts for approximately 3.4% of Eastern Bank’s holdings, making the stock its 4th biggest holding. Eastern Bank’s holdings in Microsoft were worth $221,781,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of MSFT. Vanguard Group Inc. lifted its holdings in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. State Street Corp increased its holdings in shares of Microsoft by 2.1% in the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after acquiring an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Microsoft by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley raised its position in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after acquiring an additional 980,439 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Microsoft during the 4th quarter valued at approximately $50,664,631,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades MSFT has been the subject of a number of research reports. Wolfe Research reaffirmed an “outperform” rating and issued a $550.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Truist Financial reissued a “buy” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Sanford C. Bernstein set a $660.00 price target on shares of Microsoft in a research report on Monday, August 10th. New Street Research decreased their price target on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $560.27.

Read Our Latest Analysis on Microsoft Insider Buying and Selling at Microsoft In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 37,310 shares of company stock worth $17,256,219 in the last ninety days. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Up 0.3% MSFT opened at $481.63 on Wednesday. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock has a market cap of $3.58 trillion, a P/E ratio of 26.82, a P/E/G ratio of 1.59 and a beta of 1.10. The stock’s 50 day moving average price is $414.21 and its 200 day moving average price is $408.06.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.65 earnings per share. As a group, research analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s payout ratio is 20.27%.

Key Microsoft News Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Azure and Copilot momentum remain the primary catalysts. Azure reportedly surpassed $100 billion in annual revenue, while Microsoft 365 Copilot exceeded 30 million paid seats. Those milestones reinforce the view that Microsoft is beginning to monetize its AI investments at scale. Price Prediction: One Number Could Decide How High Microsoft Goes in 2027 Positive Sentiment: Strong quarterly results continue to support the bull case. Microsoft’s latest report showed earnings per share of $4.74 versus a $4.24 consensus estimate and revenue of $90.01 billion, up 17.7% year over year. Cloud computing and AI helped drive roughly 30% profit growth. These Telltale Signs Cue Microsoft Investors Despite Earnings Surge Positive Sentiment: Enterprise adoption and partnerships are broadening demand. Swiss companies are increasing their use of Microsoft’s AI and cloud products, with governance and data sovereignty controls supporting adoption. S&P Global also expanded its integration of AI-ready data into Microsoft 365 Copilot workflows. Swiss Enterprises Prioritize Microsoft AI Governance Positive Sentiment: Analyst and institutional sentiment remains constructive. William Blair reaffirmed a Buy rating, citing early AI monetization, while Altarock Partners increased its Microsoft position. Microsoft Buy Rating Reaffirmed About Microsoft (Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

Featured Articles Five stocks we like better than Microsoft The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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Cane Capital Partners LLC lessened its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 31.8% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,888 shares of the semiconductor manufacturer’s stock after selling 9,745 shares during the period. Advanced Micro Devices comprises approximately 4.8% of Cane Capital Partners LLC’s holdings, making the stock its 3rd biggest holding. Cane Capital Partners LLC’s holdings in Advanced Micro Devices were worth $12,134,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in AMD. First National Bank of Hutchinson boosted its position in Advanced Micro Devices by 0.4% in the second quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock valued at $3,276,000 after buying an additional 22 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd raised its stake in shares of Advanced Micro Devices by 12.8% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock valued at $43,000 after acquiring an additional 24 shares during the last quarter. Trust Co of the South boosted its holdings in shares of Advanced Micro Devices by 1.5% in the 2nd quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer’s stock worth $1,014,000 after acquiring an additional 25 shares in the last quarter. Beaird Harris Wealth Management LLC boosted its holdings in shares of Advanced Micro Devices by 9.4% in the 2nd quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the semiconductor manufacturer’s stock worth $169,000 after acquiring an additional 25 shares in the last quarter. Finally, Veery Capital LLC grew its position in Advanced Micro Devices by 1.0% during the 2nd quarter. Veery Capital LLC now owns 2,793 shares of the semiconductor manufacturer’s stock worth $1,622,000 after acquiring an additional 27 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Advanced Micro Devices Stock Performance Shares of NASDAQ:AMD opened at $484.39 on Wednesday. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a 1-year low of $149.22 and a 1-year high of $584.73. The stock has a market capitalization of $790.75 billion, a P/E ratio of 124.52 and a beta of 2.48. The business has a 50-day moving average price of $512.26 and a two-hundred day moving average price of $371.71.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping the consensus estimate of $1.62 by $0.04. The company had revenue of $11.54 billion during the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. Advanced Micro Devices’s revenue was up 50.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.48 EPS. Equities analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year. Insider Transactions at Advanced Micro Devices In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the sale, the chief executive officer owned 2,896,899 shares of the company’s stock, valued at approximately $1,334,572,400.31. The trade was a 4.14% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 7,369 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $487.34, for a total transaction of $3,591,208.46. Following the sale, the executive vice president owned 1,241,347 shares of the company’s stock, valued at $604,958,046.98. The trade was a 0.59% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 163,959 shares of company stock valued at $77,640,312. 0.50% of the stock is currently owned by company insiders.

Analysts Set New Price Targets A number of equities research analysts recently weighed in on AMD shares. Truist Financial raised their price target on Advanced Micro Devices from $478.00 to $594.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Benchmark increased their target price on Advanced Micro Devices from $485.00 to $685.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. TD Cowen reaffirmed a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Zacks Research upgraded shares of Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 3rd. Finally, Raymond James Financial began coverage on shares of Advanced Micro Devices in a research report on Wednesday, May 6th. They issued a “market perform” rating for the company. Three research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $546.87.

Read Our Latest Report on Advanced Micro Devices

Key Headlines Impacting Advanced Micro Devices Here are the key news stories impacting Advanced Micro Devices this week:

Positive Sentiment: CEO Lisa Su reportedly expects AMD’s server revenue to grow by more than 80% during the current half, excluding the company’s AI accelerator business. The outlook reinforces the strength of AMD’s broader data-center franchise. Lisa Su Says AMD’s Server Revenue Will Grow More Than 80% Positive Sentiment: AMD unveiled Instinct Coder for private enterprise AI, while a reported acquisition of a Canadian startup could support specialized, model-focused AI inference. These developments expand AMD’s enterprise AI offering, although their financial impact remains unproven. AMD Unveils Instinct Coder Positive Sentiment: AMD’s recently announced $4.75 billion debt offering provides capital for AI and data-center expansion. The financing may accelerate growth, though it also increases interest and execution risks. AMD Rises on $4.75 Billion Debt Offering Neutral Sentiment: AMD’s first 13F disclosed a $1.31 billion equity portfolio concentrated in six holdings, including a large SpaceX stake. The filing highlights potentially valuable strategic investments but does not directly change AMD’s chip-business earnings outlook. AMD’s $1.3 Billion Portfolio Negative Sentiment: Valuation remains a major concern: commentary says AMD trades at a substantially higher premium than NVIDIA, leaving the stock vulnerable to profit-taking if growth expectations cool. AMD vs. Nvidia Valuation Negative Sentiment: Executives Mark Papermaster and Paul Grasby sold shares under pre-arranged plans to cover tax withholding on vested equity awards. The transactions were not discretionary bearish bets, but insider selling can still weigh on sentiment. AMD Insider Sale Filing Negative Sentiment: Ark Invest sold approximately $13.1 million of AMD while buying NVIDIA, adding near-term selling pressure and reinforcing concerns about competition and relative valuation. Ark Invest Sells AMD (Free Report)

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.

Featured Articles Five stocks we like better than Advanced Micro Devices The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond

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Berkshire Hathaway's (BRKA +0.80%) (BRKB +0.74%) most recent 13F was just filed with the Securities and Exchange Commission, and the company made a notable move. During the second quarter, it increased the size of its bet on Alphabet (GOOGL -0.54%) (GOOG -0.50%), thanks to the $10 billion private placement in June and open market transactions.

Oracle of Omaha Warren Buffett, who is now chairman of Berkshire after retiring as CEO at the end of 2025, revealed that he initiated this position last year. Combined, the Class A and Class C shares make up the conglomerate's third-largest position, valued at $36.6 billion. It's now larger than the Coca-Cola stake.

Berkshire and Buffett have made it crystal clear just how bullish they have become on Alphabet, whose share price has surged 70% over the past 12 months. Alphabet is one of the major hyperscalers in artificial intelligence (AI).

Image source: The Motley Fool.

Alphabet passes the test Notably, Buffett led the decision to buy Alphabet during the third quarter last year, although he did discuss the move with now-CEO Greg Abel. Buffett's philosophy has seen him shy away from internet enterprises in the past. This is no longer the case, of course. It's even more interesting that the Alphabet position was started during the ongoing AI revolution.

Berkshire must be optimistic about Alphabet's prospects over the coming five years and beyond. This is easy to believe, given that the business possesses a wide economic moat. There are network effects at play for Google Search and YouTube. Google Cloud has a notable scale advantage, and its customers face switching costs. And valuable intangible assets, such as the Google brand name and the company's ability to collect and leverage data, bolster its competitive position.

Abel must also favor Alphabet's position in the ongoing AI data center boom. Investors are already familiar with Alphabet's capital expenditure (capex) surge, as it now plans to spend $200 billion (at the midpoint) in 2026, with a higher outlay next year. The hyperscalers are sparing no expense to build AI infrastructure.

Rising capex has officially resulted in negative free cash flow (FCF), to the tune of a $5.9 billion loss in the second quarter. It might not be long until sell-side analysts update their spreadsheets to forecast that Alphabet will post negative FCF for the full year.

Alphabet is a wildly profitable company on the income statement, despite the massive hit to its FCF. Its operating margin over the first six months of 2026 was a superb 35%. And its balance sheet has $242 billion in cash, cash equivalents, and marketable securities.

Buffett wouldn't have made a sizable capital outlay if he didn't appreciate Alphabet's financial position. This tells me that Berkshire's investment team believes it can accurately predict Alphabet's FCF well into the future. Buffett and Abel must have concluded that the multi-hundred-billion-dollar capex plan will generate a satisfactory return on invested capital.

Today's Change

(

-0.54

%) $

-1.84

Current Price

$

342.36

This AI stock has gotten cheaper Over the past year, Alphabet shares have soared 70%. After a fantastic gain like that, investors are forgiven for assuming the stock is expensive now. This isn't the case, though. You'd be surprised to learn that the valuation has become cheaper. The AI stock trades at a price-to-earnings (P/E) ratio of 17.4 today. This multiple has declined by 20% in the last 12 months.

One of Warren Buffett's core investing guidelines is never to overpay for any company. Buying at an attractive valuation is preferred. Alphabet shares are at a P/E ratio that's 34% below the S&P 500's multiple.

Berkshire Hathaway will file its next 13F in about three months. When this happens, the world might find out that it further added to its Alphabet stake in the current quarter. The conglomerate certainly has enough cash on hand to do so.

Cardano Risk Management B.V. cut its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,715,089 shares of the computer hardware maker’s stock after selling 359,349 shares during the period. NVIDIA makes up about 11.9% of Cardano Risk Management B.V.’s portfolio, making the stock its biggest holding. Cardano Risk Management B.V.’s holdings in NVIDIA were worth $1,543,712,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in NVDA. Lifetime Wealth Management P.C. bought a new stake in NVIDIA in the fourth quarter worth $26,000. Longview Financial Advisors Inc. purchased a new position in shares of NVIDIA in the 1st quarter worth $27,000. Longfellow Investment Management Co. LLC grew its stake in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares in the last quarter. Phillip James Consulting Co. bought a new stake in shares of NVIDIA in the 1st quarter worth about $40,000. Finally, Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA in the 2nd quarter worth about $40,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Transactions at NVIDIA In other NVIDIA news, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the sale, the director directly owned 116,135 shares of the company’s stock, valued at $25,053,803.55. The trade was a 11.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director John Dabiri sold 625 shares of the company’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the transaction, the director owned 14,163 shares in the company, valued at $3,030,882. This represents a 4.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,901,125 shares of company stock worth $410,583,015. Insiders own 3.94% of the company’s stock.

NVIDIA News Summary Here are the key news stories impacting NVIDIA this week: Positive Sentiment: Bank of America argued that NVIDIA’s shares offer a compelling valuation relative to free cash flow and could have as much as 55% upside, partly because expanded buybacks may improve shareholder returns. Here’s the case for Nvidia’s stock to climb 55% from here, according to BofA Positive Sentiment: NVIDIA’s agreement to support financing for OpenAI’s Ohio data center could help secure up to 8 gigawatts of future AI-compute capacity. The company is also investing $1.5 billion in SB Energy and is expected to be the campus’s exclusive AI-compute provider, potentially expanding long-term demand for its systems. Nvidia backs financing for OpenAI data center in Ohio Positive Sentiment: Analysts and investors continue to describe NVIDIA as a central “chokepoint” in AI infrastructure. Wall Street’s average price target implies substantial potential upside, while demand for GPUs remains strong even as custom AI chips gain traction. Wall Street Analysts Think Nvidia Could Surge Neutral Sentiment: Investors are focused on NVIDIA’s upcoming earnings and, more importantly, its forward guidance. Strong data-center growth, Blackwell demand, gross margins near 75%, and commentary on next-generation Rubin products will determine whether estimates move higher. Nvidia’s Q2 Preview Negative Sentiment: The Ohio project and NVIDIA’s broader plan to help arrange as much as $500 billion in AI infrastructure financing are raising concerns about circular financing, credit exposure, and whether customers can support the resulting spending. Higher Treasury yields further pressured high-growth technology valuations. Nvidia’s AI moat is shifting from chips to capital Negative Sentiment: Some investors favor Micron because of surging high-bandwidth-memory demand and a lower valuation, while comparisons with AMD and Broadcom highlight intensifying competition from custom AI silicon. NVIDIA’s large Intel investment and divided hedge-fund positioning also add to uncertainty. NVIDIA vs. Micron Wall Street Analyst Weigh In A number of research analysts recently commented on NVDA shares. William Blair reaffirmed an “outperform” rating on shares of NVIDIA in a report on Tuesday, June 2nd. Morgan Stanley restated an “overweight” rating on shares of NVIDIA in a research report on Tuesday, August 11th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a research note on Monday, June 29th. Argus lifted their target price on NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Robert W. Baird set a $500.00 target price on NVIDIA and gave the company an “outperform” rating in a research report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, NVIDIA presently has an average rating of “Buy” and a consensus price target of $305.94.

View Our Latest Report on NVDA

NVIDIA Price Performance Shares of NVDA stock opened at $219.74 on Wednesday. The stock has a 50 day moving average price of $206.70 and a 200 day moving average price of $199.05. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The firm has a market capitalization of $5.32 trillion, a P/E ratio of 33.65, a P/E/G ratio of 0.44 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. During the same quarter in the prior year, the company posted $0.81 EPS. NVIDIA’s quarterly revenue was up 85.2% on a year-over-year basis. As a group, sell-side analysts predict that NVIDIA Corporation will post 8.79 earnings per share for the current year.

NVIDIA announced that its board has authorized a share buyback program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its shares are undervalued.

NVIDIA Profile (Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

Recommended Stories Five stocks we like better than NVIDIA The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA – Free Report).

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Key Takeaways Netflix is targeting roughly $3 billion in ad revenues, about double the prior year's figure.Netflix nearly doubled U.S. upfront ad commitments, with FIFA Women's World Cup sponsorships sold out.Expanded programmatic tools and a low-cost ad tier are widening Netflix's monetizable advertising base. Netflix (NFLX - Free Report)  continues to sharpen its advertising business as a driver of revenue expansion, remaining on track to deliver approximately $3 billion in ad revenues this year, roughly double the prior year figure. The gap between average revenue per membership on the ad-supported tier and the standard ad-free plan continues to narrow. This gap represents a direct opportunity for incremental revenues as advertising capabilities mature.

Netflix is expanding its demand sources. The company continues to build out its proprietary Netflix Ads Suite and broader programmatic capabilities. In the second quarter of 2026, it expanded its AI-powered tools across the full advertising lifecycle, spanning planning, creative production, campaign management and reporting. Netflix is also extending programmatic access to Pause Ads and live inventory, widening participation from smaller advertisers.

Accessibility is reinforcing this growth path. Netflix's ad-supported plan in the United States is priced at $8.99, functioning as a low-cost entry point that continues to draw new members into the ecosystem while widening the base against which advertising inventory can be monetized.

Live programming is reinforcing advertiser demand. Netflix closed its 2026 U.S. upfront in August, nearly doubling ad commitments from the prior year. Game sponsorships for the 2027 FIFA Women's World Cup are fully sold out, with in-game inventory nearly exhausted as well. Advertisers are also showing strong interest in NFL, WWE and MLB programming.

NFLX is guiding 13% to 14% revenue growth for 2026, with advertising expected to complement subscription growth from memberships and pricing. As ad tech investment and live event demand continue to build, Netflix's advertising business is positioning itself to become an increasingly material contributor to overall revenue expansion.

How NFLX is Placed Against PeersNetflix's advertising push mirrors similar strategies at Disney (DIS - Free Report) and Warner Bros. Discovery (WBD - Free Report) . Disney is leaning on its ad-supported reach across Disney+, Hulu and ESPN+ to strengthen streaming profitability, while Warner Bros. Discovery is expanding ad-tier distribution across its Max platform to support margin gains.

Both Disney and Warner Bros. Discovery are treating advertising as a central lever for improving per-user economics, an approach broadly consistent with Netflix's own strategy. However, Netflix's expansive live sports slate and upfront momentum position it to build advertiser demand at a pace that compares favorably against both Disney and Warner Bros. Discovery going forward.

NFLX’s Price Performance, Valuation & EstimatesShares of Netflix have declined 17.1% year to date, underperforming both the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector’s fall of 13.7% and 7.6%, respectively.

NFLX’s YTD Share Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Netflix appears overvalued, trading at a forward 12-month price-to-earnings ratio of 20.77X, higher than the sector’s 16.42X. NFLX carries a Value Score of D.

NFLX’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for NFLX’s 2026 earnings is pegged at $3.59 per share, down by a penny over the past 30 days. This indicates a 41.9% increase from the previous year.

NFLX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Bryn Mawr Trust Advisors LLC purchased a new stake in Bank of America Corporation (NYSE:BAC) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 25,602 shares of the financial services provider’s stock, valued at approximately $1,459,000.

Other large investors also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Bank of America in the 4th quarter worth approximately $4,774,210,000. Capital International Investors bought a new stake in Bank of America during the fourth quarter worth approximately $2,357,461,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Bank of America by 640.5% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 46,516,728 shares of the financial services provider’s stock worth $2,399,798,000 after buying an additional 40,235,201 shares in the last quarter. Vanguard Group Inc. grew its position in Bank of America by 3.7% in the fourth quarter. Vanguard Group Inc. now owns 651,076,825 shares of the financial services provider’s stock worth $35,809,225,000 after buying an additional 23,351,183 shares during the last quarter. Finally, Cardano Risk Management B.V. increased its holdings in shares of Bank of America by 914.5% in the fourth quarter. Cardano Risk Management B.V. now owns 25,095,260 shares of the financial services provider’s stock valued at $1,380,239,000 after buying an additional 22,621,546 shares in the last quarter. Institutional investors own 70.71% of the company’s stock.

Analysts Set New Price Targets BAC has been the subject of a number of recent research reports. Barclays increased their price objective on Bank of America from $71.00 to $72.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. Daiwa Securities Group boosted their target price on Bank of America from $58.00 to $61.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Bank of America in a report on Tuesday, July 21st. Oppenheimer lowered Bank of America from an “outperform” rating to a “market perform” rating in a research report on Tuesday, June 30th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $75.00 price target on shares of Bank of America in a research note on Tuesday, July 14th. Twenty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $64.08.

Check Out Our Latest Report on Bank of America Bank of America Trading Up 0.5% NYSE BAC opened at $64.24 on Wednesday. The firm’s 50 day moving average price is $60.18 and its two-hundred day moving average price is $54.49. The company has a debt-to-equity ratio of 1.23, a quick ratio of 0.82 and a current ratio of 0.83. Bank of America Corporation has a twelve month low of $46.12 and a twelve month high of $65.22. The stock has a market cap of $449.19 billion, a price-to-earnings ratio of 14.73, a PEG ratio of 1.03 and a beta of 1.17.

Bank of America (NYSE:BAC – Get Free Report) last released its earnings results on Tuesday, July 14th. The financial services provider reported $1.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.13 by $0.08. The company had revenue of $31.56 billion during the quarter, compared to analyst estimates of $30.78 billion. Bank of America had a return on equity of 12.20% and a net margin of 17.56%.The company’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.89 earnings per share. Equities analysts anticipate that Bank of America Corporation will post 4.68 EPS for the current year.

Bank of America Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be paid a $0.32 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.28 annualized dividend and a yield of 2.0%. This is an increase from Bank of America’s previous quarterly dividend of $0.28. Bank of America’s dividend payout ratio (DPR) is currently 25.69%.

Key Headlines Impacting Bank of America Here are the key news stories impacting Bank of America this week:

Positive Sentiment: Bank of America is investing $1.9 billion for up to a 49.9% stake in Jio Credit, expanding its presence in India’s fast-growing financial-services market and creating potential long-term revenue growth. Will Bank of America Benefit From the Jio Credit Partnership in India? Positive Sentiment: BofA’s global fund-manager survey showed unusually strong optimism toward equities, with investors relatively unconcerned about higher rates, economic weakness, political instability and AI capital spending. This supports a constructive backdrop for large financial stocks. Fund managers have rarely been this bullish about stocks Positive Sentiment: Bank of America’s bullish calls on cybersecurity, AI infrastructure and memory-chip companies highlight its investment-banking and research exposure to areas attracting strong investor demand. The bank also sees gold reaching $5,000, reflecting active market opportunities for its clients. AI Agents Are Creating a New Cybersecurity Boom Neutral Sentiment: Strategists Michael Hartnett and other BofA analysts warned that record U.S. deficits, rising long-term yields and potential global stagflation make bonds less attractive. The outlook could support trading activity and net interest income, but it also raises risks for bond portfolios and the broader economy. With the national debt nearing $40 trillion Negative Sentiment: Bank of America cautioned that the AI boom’s heavy capital spending could create a less visible market vulnerability if expected returns fail to justify investments. That warning may weigh on sentiment toward banks exposed to technology financing and capital markets. Bank of America Has a Stark Warning on AI Spending Negative Sentiment: BAC is among six banks agreeing to an $86.4 million settlement over alleged Mexican bond-market manipulation. Although the cost is shared and appears manageable relative to BAC’s size, the matter adds regulatory and litigation overhang. Major US Banks Agree to $86.4M Settlement in Mexican Bond-Rigging Case Bank of America Company Profile (Free Report)

Bank of America Corporation is a multinational financial services company headquartered in Charlotte, North Carolina. It provides a broad array of banking, investment, asset management and related financial and risk management products and services to individual consumers, small- and middle-market businesses, large corporations, governments and institutional investors. The firm operates through consumer banking, global wealth and investment management, global banking and markets businesses, offering capabilities across lending, deposits, payments, advisory and capital markets.

Its consumer-facing offerings include checking and savings accounts, mortgages, home equity lending, auto loans, credit cards and small business banking, supported by a nationwide branch network and digital channels.

See Also Five stocks we like better than Bank of America The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding BAC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bank of America Corporation (NYSE:BAC – Free Report).

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Capital Investment Advisory Services LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 8.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 29,679 shares of the financial services provider’s stock after acquiring an additional 2,280 shares during the period. Capital Investment Advisory Services LLC’s holdings in JPMorgan Chase & Co. were worth $9,715,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of JPM. Cooper Capital Advisors LLC grew its position in shares of JPMorgan Chase & Co. by 5.1% during the 2nd quarter. Cooper Capital Advisors LLC now owns 32,690 shares of the financial services provider’s stock valued at $10,700,000 after acquiring an additional 1,596 shares during the period. Warren Street Wealth Advisors LLC raised its holdings in JPMorgan Chase & Co. by 1.8% in the 2nd quarter. Warren Street Wealth Advisors LLC now owns 3,114 shares of the financial services provider’s stock worth $1,019,000 after purchasing an additional 54 shares during the period. Alecta Tjanstepension Omsesidigt raised its holdings in JPMorgan Chase & Co. by 28.6% in the 2nd quarter. Alecta Tjanstepension Omsesidigt now owns 1,860,500 shares of the financial services provider’s stock worth $608,756,000 after purchasing an additional 414,200 shares during the period. ABN Amro Investment Solutions boosted its position in JPMorgan Chase & Co. by 18.6% during the second quarter. ABN Amro Investment Solutions now owns 383,145 shares of the financial services provider’s stock worth $125,415,000 after purchasing an additional 60,034 shares in the last quarter. Finally, Apollon Financial LLC boosted its position in JPMorgan Chase & Co. by 1.3% during the second quarter. Apollon Financial LLC now owns 14,617 shares of the financial services provider’s stock worth $4,785,000 after purchasing an additional 185 shares in the last quarter. 71.55% of the stock is owned by hedge funds and other institutional investors.

JPMorgan Chase & Co. Stock Up 0.6% NYSE JPM opened at $363.30 on Wednesday. The business has a fifty day moving average price of $342.14 and a 200 day moving average price of $316.43. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market cap of $965.71 billion, a P/E ratio of 15.57, a P/E/G ratio of 1.49 and a beta of 0.99.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company had revenue of $58.02 billion for the quarter, compared to analysts’ expectations of $50.72 billion. During the same quarter in the previous year, the company posted $4.96 EPS. The firm’s quarterly revenue was up 27.7% on a year-over-year basis. Research analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current fiscal year. JPMorgan Chase & Co. News Roundup Here are the key news stories impacting JPMorgan Chase & Co. this week:

Positive Sentiment: Wells Fargo reportedly sees JPMorgan reaching the historic $1 trillion valuation milestone within days and believes the bank could potentially double its market value over the next seven to eight years. The forecast reinforces the bullish “Jamie premium” surrounding CEO Jamie Dimon’s long-term leadership. Wells Fargo makes aggressive JPMorgan prediction Positive Sentiment: Recent analyst commentary highlights JPMorgan’s earnings resilience, broad business mix and price strength versus competitors such as Truist, despite JPM’s less-discounted valuation and lower dividend yield. Its latest quarterly results also showed substantial revenue growth and an earnings beat. JPMorgan vs. Truist Positive Sentiment: JPMorgan is expanding its customer and wealth-management footprint, including a new Chicago flagship combining Chase banking with J.P. Morgan Private Client services. The bank plans more than 160 new branches and nearly 600 renovations in 2026, supporting long-term deposit, lending and fee growth. JPMorganChase opens Chicago flagship Positive Sentiment: The bank continues developing growth initiatives across blockchain payments, housing finance and institutional lending. It is also reportedly part of a lending syndicate supporting Anthropic’s pre-IPO financing, which could provide investment-banking and financing fees, although the direct earnings impact is unclear. JPMorgan housing, bonds and blockchain expansion Neutral Sentiment: J.P. Morgan Life Sciences Private Capital appointed Bruce N. Rogers, Ph.D., as a venture partner. The move strengthens the asset-management unit’s investment expertise but is unlikely to materially affect near-term JPM earnings. J.P. Morgan Life Sciences Private Capital appointment Negative Sentiment: Jamie Dimon cautioned the U.K. government against imposing tougher bank taxes, warning that higher costs could reduce financial-sector employment and competitiveness. Similar policy pressure remains a regulatory risk for JPMorgan’s international operations. Dimon cautions against tougher UK bank taxes Negative Sentiment: JPMorgan strategists and executives warned of potential global food inflation and questioned whether parts of the artificial-intelligence investment boom resemble the excesses preceding the 2008 housing crash. These warnings could increase investor caution around inflation, credit and market valuations, though they are not direct indications of deterioration at JPMorgan. JPMorgan executive warns on AI boom Analysts Set New Price Targets A number of analysts have recently commented on the company. The Goldman Sachs Group restated a “buy” rating and issued a $418.00 price objective on shares of JPMorgan Chase & Co. in a research report on Tuesday, July 14th. Dbs Bank raised shares of JPMorgan Chase & Co. to a “hold” rating in a research note on Tuesday, May 12th. UBS Group boosted their price target on shares of JPMorgan Chase & Co. from $384.00 to $400.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. HSBC upped their price objective on shares of JPMorgan Chase & Co. from $288.00 to $312.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. Finally, Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $359.96.

Get Our Latest Stock Analysis on JPMorgan Chase & Co.

Insider Activity In other news, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.41% of the company’s stock.

JPMorgan Chase & Co. Company Profile (Free Report)

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.

Further Reading Five stocks we like better than JPMorgan Chase & Co. The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond

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Panmure Liberum has maintained its buy recommendation on ZIGUP Zigup PLC (LSE:ZIG), the vehicle rental and fleet management group, with an unchanged target price of 625p.

The broker's research values the London-listed company at a market capitalisation of around £1.1 billion, against a share price of 474p at the close on 17 August.

Panmure Liberum forecasts underlying earnings before interest and tax, excluding vehicle sales, to grow by 15% in the 2027 financial year and 12% in 2028, driven by fleet expansion in the UK and Ireland and in Spain.

The broker said growth capital expenditure is expected to reach between £130 million and £135 million a year, funding additions to both the UK and Spanish rental fleets.

Integrated mobility solutions group, ZIGUP implemented a new operating and reporting structure for its UK&I business in May 2026, separating its activities into the Northgate Mobility and FMG divisions.

The broker forecasts net debt, including leases, to rise from around £999 million to £1.246 billion by April 2029 as the company continues to invest in fleet growth.

Panmure Liberum said the balance sheet remains well within its covenant limits, with the estimated £1,700 million book value of ZIGUP's vehicle assets substantially exceeding net debt.

The shares trade on around eight times Panmure Liberum's forecast 2027 earnings and offer a dividend yield of around 6%, with the broker highlighting strong earnings cover.

Within ZIGUP's FMG division, part of the Repair & Recovery segment, the group secured a new contract with Howden and renewed its relationship with Tesco Insurance, alongside a 10-year extension with National Highways.

ZIGUP also recently announced a strategic collaboration with Microsoft to introduce artificial-intelligence tools across its operations. 

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  GRANDE PRAIRIE, ALBERTA – TheNewswire - August 19, 2026 - ANGKOR RESOURCES CORP. (TSXV: ANK  OTCQB: ANKOF) (“ANGKOR” OR “THE COMPANY”) announces that a total of 2,800 meters of diamond drilling was planned for the Andong Bor copper-gold target in Cambodia and the first 1099 meters was completed in mid July on the Thmei North (“TN”) target, a one-square-kilometer copper anomaly.

  The program was staged around the Cambodian seasons: an initial portion in three holes and the balance of the program to follow in early 2027 once the fields are dry and the crops have been harvested.

  Dennis Ouellette, VP Exploration, comments: “Two of the three holes drilled this year encountered good porphyry and skarn mineralization over the 400 meters each was drilled. Portions of skarn were especially well mineralized.  The third hole contained a run of over 200 meters with continuous pyrite mineralization up to 20%.”  

   DRILL PROGRAM AT A GLANCE

Total program: 2,800 meters of diamond drilling planned with phase one just completed before heaviest rains and a further minimum of 1700 meters at the TN copper-gold target over the coming next 8 months. 

  Second phase: the remaining 1,700 meters to be drilled in early 2027, once the fields are dry and the crops have been harvested to minimize crop damage and ease access to targets. 

  Hole orientation: the three initial holes were drilled to the east to better intersect the mineralized beds and the subsequent holes of phase two will follow the same pattern. 

  Core will be logged, photographed, and sampled, with selected intervals dispatched for assay as the program progresses. 

NEXT STEPS

The core from the 1,099 meters already drilled is being logged over the next few weeks and then it will be cut, sampled, and sent for assays.  The second phase of the Thmei North drill program and activity on Thmei South will continue in 2027.

 
Click Image To View Full Size

Figure 1:  Angkor technicians  log the core from Andong Bor at the Banlung office.

  THMEI NORTH — DRILLING TO THE EAST

The Andong Bor license is 100.28 square kilometers and straddles Oddar Meanchey and Banteay Meanchey provinces.   Drilling completed in 2025 showed that the main structures controlling mineralization are north-northwest (NNW) striking and steeply west dipping. Thus the holes of Thmei North are being drilled to the east in order to better intersect the mineralized beds.

  
Click Image To View Full Size

Figure 2 Drilling at Andong Bor

  In this modified copper porphyry model, the best mineralization is found within potassic-altered sediments adjacent to feldspar porphyry diorite dikes of varying widths. The intrusive dikes vary in width from a few meters to tens of meters. By drilling to the east, the Company will maximize mineralized sedimentary rock interceptions as it drills through alternating lithologies of intrusive and sedimentary rocks.

QUALIFIED PERSON:

Dennis Ouellette, B.Sc., P.Geo., is a member of The Association of Professional Engineers and Geoscientists of Alberta (APEGA #104257) and a Qualified Person as defined by National Instrument 43-101 (“NI 43-101”). He is the Company’s VP Exploration on site and has reviewed and approved the technical disclosure in this document.

  ABOUT ANGKOR RESOURCES CORP.

ANGKOR Resources Corp. is a public company, listed on the TSX-Venture Exchange, and is a leading resource explorer and developer in Cambodia working towards mineral and energy solutions across the country.   The Company's mineral subsidiary, Angkor Gold Corp. Co., Ltd., currently holds two mineral exploration licenses in Cambodia with multiple prospects in copper and gold. Both licenses are in their first two-year renewal term.

Angkor’s Cambodian energy subsidiary, EnerCam Resources Co., Ltd., was granted an onshore oil and gas license in the southwest quadrant of Cambodia called Block VIII.  The license covers an area of approximately 4095 square kilometers. EnerCam is actively advancing oil and gas exploration activities onshore to meet its mission to prove Cambodia as a nation with its own oil and gas resources.  The Company completed 2D-seismic in 2025 and has identified multiple drill targets with multiple target zones.   The Company plans to follow with drilling Cambodia’s first privately financed onshore exploratory oil and gas wells under a Production Sharing Contract.

CONTACT:   Delayne Weeks - CEO

Email:-   [email protected]   Website: angkorresources.com   Telephone: +1 (780) 831-8722

Please follow @AngkorResources on LinkedIn, Facebook, Twitter, Instagram and YouTube.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. 

_____________________________________

Certain information set forth in this news release may contain forward-looking statements that involve substantial known and unknown risks and uncertainties. These forward-looking statements are subject to numerous risks and uncertainties, certain of which are beyond the control of the Company, including, but not limited to oil and gas risks  of the  seismic interpretation uncertainty and the preliminary nature of structural closure estimates; drilling risk and the absence of a drilled well on the Concession; reservoir and fluid uncertainty; PSC compliance obligations and the risk of relinquishment for non-performance; oil price exposure; and Cambodia-specific sovereign and regulatory risk.

  As well, additional uncertainties on the mineral projects exist regarding the potential for gold and/or other minerals at any of the Company’s properties, the prospective nature of any claims comprising the Company’s property interests, the impact of general economic conditions, industry conditions, dependence upon regulatory approvals, uncertainty of sample results, timing and results of future exploration, and the availability of financing.

  Readers are cautioned that the assumptions used in the preparation of such information, although considered reasonable at the time of preparation, may prove to be imprecise and, as such, undue reliance should not be placed on forward-looking statements.

Bryn Mawr Trust Advisors LLC purchased a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,571 shares of the investment management company’s stock, valued at approximately $5,635,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of The Goldman Sachs Group by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 29,014,431 shares of the investment management company’s stock worth $25,503,685,000 after acquiring an additional 418,820 shares in the last quarter. State Street Corp grew its position in shares of The Goldman Sachs Group by 2.1% during the 4th quarter. State Street Corp now owns 19,564,783 shares of the investment management company’s stock valued at $17,197,444,000 after acquiring an additional 394,198 shares during the period. Fisher Asset Management LLC increased its stake in shares of The Goldman Sachs Group by 1.7% in the 4th quarter. Fisher Asset Management LLC now owns 6,771,556 shares of the investment management company’s stock valued at $5,952,199,000 after purchasing an additional 110,134 shares in the last quarter. Geode Capital Management LLC raised its holdings in The Goldman Sachs Group by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 6,726,721 shares of the investment management company’s stock worth $5,896,795,000 after purchasing an additional 45,266 shares during the period. Finally, Bank of America Corp DE raised its holdings in The Goldman Sachs Group by 8.0% in the 1st quarter. Bank of America Corp DE now owns 6,455,011 shares of the investment management company’s stock worth $5,460,875,000 after purchasing an additional 476,977 shares during the period. Institutional investors and hedge funds own 71.21% of the company’s stock.

Key Stories Impacting The Goldman Sachs Group Here are the key news stories impacting The Goldman Sachs Group this week:

Positive Sentiment: Goldman Sachs agreed to acquire real-estate investment manager LCN Capital Partners for up to $410 million, including $260 million upfront and as much as $150 million in performance-based consideration. About 80% of the purchase price will reportedly be paid in stock. LCN manages approximately $3 billion in assets and specializes in sale-leasebacks, build-to-suit projects and triple-net leases, adding recurring-fee capabilities to Goldman’s roughly $4 trillion asset-management platform. Goldman Sachs buys LCN Capital Partners Positive Sentiment: The LCN transaction is Goldman’s second asset-management deal in a week, following its planned acquisition of ETF provider Neos Investments for as much as approximately $2.25 billion. The strategy could diversify revenue away from more cyclical trading and investment-banking activities and accelerate long-term fee growth. Goldman Sachs to acquire ETF provider Neos Positive Sentiment: CEO David Solomon expressed strong confidence in Nvidia and participated in discussions about a proposed $500 billion AI infrastructure financing plan. Goldman could benefit from financing, advisory and capital-markets fees if AI investment accelerates, though the plan also introduces potential underwriting and credit risks. Goldman CEO discusses Nvidia and AI financing Neutral Sentiment: Goldman disclosed a 3.05% voting stake in QIAGEN, while a separate filing showed its Ontex holding fluctuating near the 3% disclosure threshold. These appear to be investment or client-position disclosures rather than changes to Goldman’s operating outlook. Goldman Sachs discloses QIAGEN stake Negative Sentiment: Goldman warned that consumer-spending growth could become sluggish as the boost from elevated tax refunds fades. A weaker consumer backdrop could reduce transaction activity and weigh on economic expectations, potentially offsetting benefits from stronger capital-markets conditions. Goldman warns of consumer spending slowdown Analysts Set New Price Targets GS has been the topic of several research analyst reports. HSBC raised The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 5th. Morgan Stanley set a $1,145.00 target price on The Goldman Sachs Group in a research report on Wednesday, July 15th. Jefferies Financial Group set a $1,299.00 price target on shares of The Goldman Sachs Group in a research note on Wednesday, July 15th. Citigroup upped their price objective on shares of The Goldman Sachs Group from $1,100.00 to $1,200.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Finally, Daiwa Securities Group lifted their target price on shares of The Goldman Sachs Group from $891.00 to $930.00 and gave the company a “neutral” rating in a research report on Tuesday, May 5th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,062.86. View Our Latest Stock Analysis on GS

The Goldman Sachs Group Price Performance Shares of NYSE GS opened at $1,039.68 on Wednesday. The firm has a 50-day simple moving average of $1,054.62 and a 200-day simple moving average of $962.79. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 3.17. The stock has a market capitalization of $302.72 billion, a price-to-earnings ratio of 16.05, a price-to-earnings-growth ratio of 1.05 and a beta of 1.30. The Goldman Sachs Group, Inc. has a 52 week low of $705.55 and a 52 week high of $1,153.99.

The Goldman Sachs Group (NYSE:GS – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The investment management company reported $20.98 earnings per share for the quarter, topping analysts’ consensus estimates of $14.47 by $6.51. The firm had revenue of $20.34 billion for the quarter, compared to analyst estimates of $16.22 billion. The Goldman Sachs Group had a net margin of 15.53% and a return on equity of 19.16%. The Goldman Sachs Group’s quarterly revenue was up 39.4% on a year-over-year basis. During the same period in the previous year, the business posted $10.91 earnings per share. On average, equities analysts predict that The Goldman Sachs Group, Inc. will post 68.89 earnings per share for the current fiscal year.

The Goldman Sachs Group Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Stockholders of record on Tuesday, September 1st will be given a $5.00 dividend. This represents a $20.00 dividend on an annualized basis and a dividend yield of 1.9%. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The ex-dividend date is Tuesday, September 1st. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 27.78%.

(Free Report)

The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.

Goldman Sachs’ core businesses include investment banking, global markets, asset and wealth management, and consumer banking.

Featured Stories Five stocks we like better than The Goldman Sachs Group The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding GS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Goldman Sachs Group, Inc. (NYSE:GS – Free Report).

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Ghe LLC cut its holdings in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 90.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,249 shares of the coffee company’s stock after selling 29,645 shares during the quarter. Ghe LLC’s holdings in Starbucks were worth $332,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Rachor Investment Advisory Services LLC acquired a new stake in shares of Starbucks during the 4th quarter worth approximately $25,000. Phillip James Consulting Co. acquired a new position in shares of Starbucks during the 4th quarter valued at $25,000. Cornerstone Financial Management LLC bought a new position in Starbucks during the fourth quarter worth $25,000. Entrust Financial LLC bought a new position in Starbucks during the fourth quarter worth $26,000. Finally, Financial Freedom LLC grew its holdings in Starbucks by 296.2% in the first quarter. Financial Freedom LLC now owns 313 shares of the coffee company’s stock worth $28,000 after purchasing an additional 234 shares during the period. 72.29% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades SBUX has been the subject of several research analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Starbucks in a research note on Monday, July 20th. Wells Fargo & Company cut shares of Starbucks from an “overweight” rating to an “underweight” rating in a research report on Monday, August 3rd. Melius Research set a $110.00 target price on Starbucks in a research note on Monday, August 3rd. UBS Group boosted their target price on Starbucks from $105.00 to $112.00 and gave the company a “neutral” rating in a research report on Thursday, July 30th. Finally, TD Cowen reiterated a “buy” rating on shares of Starbucks in a report on Tuesday. Nineteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $110.30.

Get Our Latest Stock Report on Starbucks Starbucks Trading Down 1.8% SBUX opened at $106.01 on Wednesday. The company’s fifty day moving average price is $104.21 and its two-hundred day moving average price is $100.15. Starbucks Corporation has a 1-year low of $77.99 and a 1-year high of $110.51. The company has a market cap of $120.85 billion, a price-to-earnings ratio of 60.93, a PEG ratio of 1.86 and a beta of 0.97.

Starbucks (NASDAQ:SBUX – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The coffee company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.19. The firm had revenue of $9.32 billion during the quarter, compared to analysts’ expectations of $9.17 billion. Starbucks had a net margin of 5.17% and a negative return on equity of 34.10%. The business’s revenue was down 1.4% on a year-over-year basis. During the same period last year, the company earned $0.50 earnings per share. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. As a group, equities analysts forecast that Starbucks Corporation will post 2.64 earnings per share for the current fiscal year.

Starbucks Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be given a $0.62 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.48 annualized dividend and a yield of 2.3%. Starbucks’s dividend payout ratio (DPR) is presently 142.53%.

Insider Transactions at Starbucks In other Starbucks news, CEO Brady Brewer sold 2,229 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $105.99, for a total transaction of $236,251.71. Following the completion of the sale, the chief executive officer directly owned 75,135 shares of the company’s stock, valued at approximately $7,963,558.65. The trade was a 2.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 6,687 shares of company stock worth $681,663. 0.03% of the stock is currently owned by insiders.

About Starbucks (Free Report)

Starbucks Corporation is a global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses. Founded in Seattle, Washington in 1971 by Jerry Baldwin, Zev Siegl and Gordon Bowker, the company grew from a single store focused on whole-bean coffee and equipment into a broad consumer-facing brand. Howard Schultz, who joined the company later and served in senior leadership roles, is widely credited with transforming Starbucks into a mass-market specialty coffee retailer and expanding its footprint internationally.

Starbucks’ core activities center on the retail sale of hot and cold specialty beverages, whole-bean and packaged coffees, teas and ready-to-drink products, along with complementary food items and merchandise such as mugs and brewing equipment.

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BlackRock Inc. purchased a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 74,965,012 shares of the credit services provider’s stock, valued at approximately $3,236,989,000. BlackRock Inc. owned 8.76% of PayPal at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Bard Associates Inc. bought a new position in PayPal during the 4th quarter worth about $25,000. Allied Private Wealth LLC purchased a new position in PayPal in the second quarter valued at about $25,000. Robinswood Financial LLC bought a new position in PayPal in the first quarter worth about $26,000. Caitong International Asset Management Co. Ltd raised its holdings in PayPal by 15,233.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock worth $27,000 after purchasing an additional 457 shares in the last quarter. Finally, Safe Harbor Fiduciary LLC purchased a new stake in shares of PayPal during the fourth quarter valued at about $28,000. 68.32% of the stock is currently owned by institutional investors.

More PayPal News Here are the key news stories impacting PayPal this week:

Positive Sentiment: Takeover interest supports valuation. PayPal is reportedly in renewed sale discussions with a consortium involving Stripe and Advent International. The group previously submitted a bid of approximately $60.50 per share, while one analysis suggested a potential sale value of $70–$80 per share. PayPal reportedly in sale talks with consortium including Stripe and Advent PayPal Could Be Sold For $70-$80/Share Positive Sentiment: Analysts see potential beyond PayPal’s checkout business. Piper Sandler raised its price target by more than 40% to $59, citing value in PayPal’s broader platform, although it retained a Neutral rating. Piper Sandler sees value beyond checkout Positive Sentiment: Operating trends remain mixed but constructive. Recent coverage points to total payment volume and Venmo growth, while PayPal’s latest reported quarter exceeded consensus estimates for earnings and revenue. Should You Buy, Sell or Hold PayPal Stock Neutral Sentiment: BNPL weakness has not materially spread to PayPal. Klarna’s outlook reduction triggered a sharp selloff in its shares, but PayPal and Affirm were described as largely shrugging off the news, suggesting limited immediate read-through for PayPal. Klarna craters on guidance cut while Affirm and PayPal shrug it off Negative Sentiment: Core checkout growth and competition remain concerns. Analysts cautioned that weak checkout expansion and pressure from rivals could undermine the turnaround, tempering the bullish impact of takeover rumors. TikTok’s exploration of peer-to-peer payments also highlights growing competition for digital-payment activity. TikTok explores peer-to-peer payments via direct messages Insider Transactions at PayPal In related news, insider Suzan Kereere sold 3,379 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $42.79, for a total transaction of $144,587.41. Following the completion of the sale, the insider directly owned 30,983 shares in the company, valued at approximately $1,325,762.57. This trade represents a 9.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $42.54, for a total value of $196,194.48. Following the sale, the insider directly owned 41,567 shares of the company’s stock, valued at $1,768,260.18. The trade was a 9.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 10,612 shares of company stock worth $484,534 in the last quarter. Company insiders own 0.63% of the company’s stock. PayPal Stock Down 0.1% Shares of PYPL opened at $60.43 on Wednesday. The stock has a 50 day moving average price of $50.89 and a 200 day moving average price of $47.29. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.29 and a current ratio of 1.29. The stock has a market capitalization of $51.70 billion, a price-to-earnings ratio of 11.42, a PEG ratio of 1.51 and a beta of 1.29. PayPal Holdings, Inc. has a one year low of $38.46 and a one year high of $79.21.

PayPal (NASDAQ:PYPL – Get Free Report) last issued its earnings results on Tuesday, July 28th. The credit services provider reported $1.38 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.10. The business had revenue of $8.68 billion during the quarter, compared to analysts’ expectations of $8.47 billion. PayPal had a net margin of 14.36% and a return on equity of 24.39%. The company’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the business earned $1.40 earnings per share. Equities research analysts forecast that PayPal Holdings, Inc. will post 5.37 earnings per share for the current fiscal year.

PayPal Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, September 4th. PayPal’s payout ratio is currently 10.59%.

Analyst Upgrades and Downgrades A number of analysts have recently weighed in on PYPL shares. Weiss Ratings reissued a “hold (c-)” rating on shares of PayPal in a research report on Wednesday, August 5th. UBS Group set a $45.00 price target on PayPal in a research note on Wednesday, July 29th. Clear Str upgraded shares of PayPal to a “hold” rating in a research note on Thursday, July 16th. Truist Financial set a $59.00 target price on shares of PayPal in a report on Wednesday, August 5th. Finally, Susquehanna boosted their target price on shares of PayPal from $63.00 to $67.00 and gave the company a “positive” rating in a research report on Wednesday, July 29th. Nine analysts have rated the stock with a Buy rating, thirty-four have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $56.19.

Read Our Latest Analysis on PYPL

PayPal Profile (Free Report)

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.

Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.

Featured Articles Five stocks we like better than PayPal The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding PYPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report).

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Bridgewater Advisors Inc. bought a new stake in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 6,304 shares of the wireless technology company’s stock, valued at approximately $955,000.

A number of other hedge funds have also recently made changes to their positions in QCOM. Your Advocates Ltd. LLP purchased a new stake in shares of Qualcomm in the first quarter worth $26,000. Torren Management LLC bought a new position in Qualcomm in the 4th quarter worth about $29,000. Caitong International Asset Management Co. Ltd grew its position in Qualcomm by 17,000.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock valued at $29,000 after purchasing an additional 170 shares during the last quarter. Birchwood Financial Partners Inc. purchased a new stake in Qualcomm during the 4th quarter valued at about $31,000. Finally, Commonwealth Retirement Investments LLC bought a new stake in Qualcomm during the 4th quarter valued at about $32,000. 74.35% of the stock is owned by institutional investors.

Qualcomm Stock Down 1.2% QCOM opened at $160.19 on Wednesday. The stock has a market capitalization of $168.24 billion, a price-to-earnings ratio of 18.54, a PEG ratio of 15.25 and a beta of 1.65. The firm has a 50 day moving average price of $180.71 and a 200-day moving average price of $167.93. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $259.92. The company has a quick ratio of 1.28, a current ratio of 2.02 and a debt-to-equity ratio of 0.46.

Qualcomm (NASDAQ:QCOM – Get Free Report) last issued its earnings results on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The company had revenue of $9.95 billion during the quarter, compared to analysts’ expectations of $9.69 billion. During the same quarter in the prior year, the business posted $2.77 EPS. The company’s revenue for the quarter was down 4.0% compared to the same quarter last year. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. Equities research analysts forecast that Qualcomm Incorporated will post 7.76 earnings per share for the current year. Qualcomm Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 3rd will be issued a $0.92 dividend. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $3.68 annualized dividend and a dividend yield of 2.3%. Qualcomm’s payout ratio is presently 42.59%.

Analyst Ratings Changes A number of equities research analysts have recently commented on QCOM shares. Argus set a $220.00 price target on shares of Qualcomm in a report on Friday, May 1st. Summit Insights raised Qualcomm from a “hold” rating to a “buy” rating in a research report on Thursday, April 30th. Raymond James Financial initiated coverage on Qualcomm in a research note on Thursday, June 25th. They set a “strong-buy” rating on the stock. Mizuho lifted their target price on Qualcomm from $170.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, June 29th. Finally, Oppenheimer set a $200.00 price target on Qualcomm in a research note on Monday, July 27th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, twenty have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Qualcomm currently has an average rating of “Hold” and an average price target of $203.63.

Get Our Latest Stock Analysis on QCOM

Insider Buying and Selling In related news, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $147.04, for a total transaction of $470,528.00. Following the completion of the sale, the executive vice president owned 36,535 shares in the company, valued at approximately $5,372,106.40. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $163.26, for a total value of $408,150.00. Following the completion of the transaction, the executive vice president directly owned 20,684 shares in the company, valued at approximately $3,376,869.84. This represents a 10.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,529 shares of company stock valued at $1,991,345 over the last 90 days. Company insiders own 0.05% of the company’s stock.

About Qualcomm (Free Report)

Qualcomm Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.

The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.

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Ecopipam (EBS-101) is a first-in-class selective D1 (dopamine) receptor antagonist with Orphan Drug designationNDA acceptance is supported by positive Phase 3 data, which were published in JAMA Neurology, and Phase 2b dataIf approved, ecopipam would be the first new treatment option indicated for pediatric patients with Tourette syndrome in more than 10 years and the first novel mechanism of action in more than 50 years1 PARSIPPANY, N.J. and TEL AVIV, Israel, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Teva Pharmaceuticals, a U.S. affiliate of Teva Pharmaceutical Industries Ltd. (NYSE and TASE: TEVA), today announced that the U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) for ecopipam, with a targeted action (PDUFA) date late in the first quarter of 2027. Ecopipam is a first-in-class investigational therapy for the treatment of pediatric patients with Tourette syndrome. This milestone advances Teva’s Pivot to Growth strategy by utilizing the company’s expertise in neuroscience to support patients, particularly in areas where there is high unmet need.

Tourette syndrome is a debilitating neuro-developmental condition impacting approximately 100,000 children and adolescents nationwide.2 Only half of these patients are treated with prescription medication for this condition, and only 20-30 percent remain on therapy after one year. Despite the current treatment options available, many patients continue to experience inadequate control or treatment-limiting side effects.3 This patient experience underscores the urgent need for new prescription drug options and reinforces Teva’s commitment to expanding access to innovative neuroscience treatments for underserved patient populations.3

“Ecopipam’s NDA acceptance is an important milestone that advances Teva’s Pivot to Growth strategy and brings us closer to addressing the unmet needs of children and their families affected by Tourette syndrome,” said Eric Hughes, M.D., Ph.D., Executive Vice President, Global R&D and Chief Medical Officer of Teva. “If approved, ecopipam would be the first new therapy for Tourette syndrome in more than 10 years and the first novel mechanism of action in more than 50 years, offering patients and families a long-awaited new treatment option.”

The NDA acceptance for ecopipam is supported by positive Phase 2b and 3 data. In the Phase 2b study, patients receiving ecopipam experienced a reduction in tic severity, with statistically significant and clinically meaningful improvement in the Yale Global Tic Severity Scale-Total Tic Score (YGTSS-TTS) vs. placebo at Week 12 (P = 0.01).4 Durability of efficacy was shown in participants who subsequently enrolled in a Phase 2b open-label extension (OLE) study.5

The Phase 3 randomized withdrawal study, recently published in JAMA Neurology,6 further demonstrated maintenance of efficacy with ecopipam. For the primary endpoint, pediatric ecopipam responders compared to placebo had a 53% decreased risk of relapse over 12 weeks (p=0.008).6

Across the Phase 2b, Phase 2b OLE and Phase 3 clinical trials, no clinically meaningful changes were observed across the following areas with ecopipam use:4,5,6,7

Body weight and Body Mass Index (BMI) Z-ScoreVitals and laboratory measures, including metabolic parametersElectrocardiogram (ECG) measurementsDrug-induced movement disorders (DIMD) as measured by the Abnormal Involuntary Movement Scale (AIMS), Barnes Akathisia Rating Scale (BARS) or Extrapyramidal Symptom Rating Scale (ESRS)Measures of psychiatric comorbidities Ecopipam was generally well-tolerated and the most common adverse events in pediatric patients with Tourette syndrome were headache, insomnia, fatigue, somnolence, tics, anxiety, nausea and restlessness.4,5,6

Teva remains deeply committed to advancing this clinical program and, if approved, delivering a long-awaited new treatment option to pediatric patients with Tourette syndrome who have historically relied on treatment options primarily developed for other conditions.

About Tourette Syndrome
Tourette syndrome is a chronic neuro-developmental disorder characterized by involuntary motor and vocal tics beginning in childhood, often between 5 and 10 years of age.2 For people living with Tourette syndrome, symptoms can be frequent, visible, and disruptive, affecting everyday life.2

About Ecopipam and Its Clinical Program
Ecopipam is a first-in-class investigational therapy designed to block dopamine signaling at the D1 receptor. D1 receptor hypersensitivity may contribute to repetitive and compulsive behaviors associated with Tourette syndrome.

Ecopipam was granted Priority Review by the FDA with Orphan Drug designation for the treatment of pediatric patients with Tourette syndrome. Orphan Drug designation is reserved for patient populations of 200,000 or fewer.

The D1AMOND Phase 2b Trial was a 12-week randomized, double-blind, placebo-controlled trial that studied 153 pediatric participants across 68 sites in North America and Europe. The primary efficacy endpoint was the change in the YGTSS-TTS, i.e., sum of the motor and vocal tic scores, from baseline to end of therapy.4 The associated Phase 2b open-label extension enrolled 121 pediatric subjects from the Phase 2b trial and followed them for up to 12 months’ duration to evaluate the long-term safety and tolerability of ecopipam.5 The subsequent D1AMOND Phase 3 Trial was a double-blind, placebo-controlled, randomized withdrawal trial enrolling a total of 216 pediatric and adult participants into an open-label stabilization period and randomizing 104 participants (90 pediatric, 14 adult) across 77 sites in North America and Europe. The objective of this study was to evaluate the maintenance of efficacy of ecopipam in pediatric and adult responders utilizing the YGTSS-TTS change from randomization or increased Tourette-specific care to determine relapse.6 While this Phase 3 trial included adult participants, the accepted NDA and resulting indication sought by Teva are exclusively for pediatric patients.

About Teva
Teva Pharmaceutical Industries Ltd. (NYSE and TASE: TEVA) is transforming into a leading innovative biopharmaceutical company, enabled by a world-class generics business. For over 120 years, Teva’s commitment to bettering health has never wavered. From innovating in the fields of neuroscience and immunology to providing complex generic medicines, biosimilars and pharmacy brands worldwide, Teva is dedicated to addressing patients’ needs, now and in the future. At Teva, We Are All In For Better Health. To learn more about how, visit www.tevapharm.com.

Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on management’s current beliefs and expectations and are subject to substantial risks and uncertainties, both known and unknown, that could cause Teva’s future results, performance or achievements to differ significantly from that expressed or implied by such forward-looking statements. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. In some cases, you can identify these forward-looking statements by the use of words such as “should,” “expect,” “anticipate,” “developing,” “target,” “may,” “expand,” “intend,” “plan,” “believe” and other words and terms of similar meaning and expression in connection with any discussion of future performance. Important factors that could cause or contribute to such differences include risks and uncertainties relating to: our ability to successfully develop, obtain regulatory approval for and commercialize ecopipam; our ability to successfully compete in the marketplace including our ability to develop and commercialize ecopipam and additional pharmaceutical products; our ability to successfully execute our Pivot to Growth strategy, including to expand our innovative and biosimilar medicines pipeline and profitably commercialize the innovative medicines and biosimilar portfolio, whether organically or through business development, and to execute on our organizational transformation and to achieve expected cost savings; our significant indebtedness, which may limit our ability to incur additional indebtedness, engage in additional transactions or make new investments; and other factors discussed in this press release, in our Quarterly Report on Form 10-Q for the second quarter of 2026 and in our Annual Report on Form 10-K for the year ended December 31, 2025, including in the sections captioned “Risk Factors,” “Other Information” and “Cautionary Note Regarding Forward Looking Statements.” Forward-looking statements speak only as of the date on which they are made, and we assume no obligation to update or revise any forward-looking statements or other information contained herein, whether as a result of new information, future events or otherwise. You are cautioned not to put undue reliance on these forward-looking statements.

U.S. Food and Drug Administration (FDA) Approval Records: Haloperidol (1969), Pimozide (1984), Aripiprazole (2014); Pringsheim, T., et al. (2019). The pharmacological management of tic disorders: an updated practice guideline. Neurology.CDC | Tourette Syndrome | Data and Statistics on Tourette Syndrome, 2024; Mayo Clinic | Tourette Syndrome – Diagnosis and treatment, 2025.Tomczak KK et al. High Rates of Discontinuation of D2 Receptor Antagonists as Treatment of Tourette Syndrome in Children: A Retrospective Database Analysis American Academy of Neurology (AAN) Annual Meeting Poster, 2025.Gilbert DL, Dubow JS, Cunniff TM, et al. Ecopipam for Tourette Syndrome: A Randomized Trial. Pediatrics. 2023;151(2):e2022059574. doi:10.1542/peds.2022-059574Gilbert DL, Kim DJB, Miller MM, et al. Safety and Effect of 12-Month Ecopipam Treatment in Pediatric Patients with Tourette Syndrome. Mov Disord Clin Pract. 2025;12(8):1157-1166. doi:10.1002/mdc3.70091.Gilbert DL, Atkinson SD, Kim DJB, et al. Efficacy and Safety of Ecopipam for Tourette Syndrome: A Phase 3 Randomized Clinical Trial. JAMA Neurol. 2026;83(7):645–653. doi:10.1001/jamaneurol.2026.1431Data on file. Teva Media Inquiries
[email protected]

Teva Investor Relations Inquiries
[email protected]