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The drop in Shiba Inu (SHIB) price to local lows became a signal for large-scale accumulation, as net token outflows from exchanges exceeded 443.2 billion coins over the past four days. According to CryptoQuant, investors launched a continuous cycle of withdrawals to wallets immediately after the price updated its local bottom at $0.00000415 on Thursday, June 25, pushing the daily RSI to a critical 21.84.

The reaction from major players to extreme oversold conditions followed immediately. In the first 24 hours alone, net exchange outflows reached 158.353 billion SHIB, sharply reducing the available market supply. 

Shiba Inu (SHIB): Exchange netflow the last 7 days, Source: CryptoQuantFrom June 25 to June 28, netflow bars remained steadily in negative territory, and even when the price resumed its gradual slide on Saturday, June 27, the charts recorded a new wave of limit buying, bringing the total outflow since Thursday to 443.205 billion SHIB.

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Why SHIB's immediate rebound is facing heavy headwindsToday, the price is trapped in a narrow flat range around $0.0000041, and although the candles of recent days have decreased in size, signaling a temporary pause, exchange outflows continue despite standard market logic. 

Usually, a decline in prices is accompanied by an inflow of coins from panicking retail investors, but the current dynamics prove the opposite: free supply is being methodically absorbed by large capital.

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Yes, a quick rebound is currently being held back by systematic profit-taking from one of the oldest whales, renowned for buying 103 trillion SHIB for $13,752, who distributed around 3.8 trillion SHIB in June, as well as a daily outflow of $2.38 million from the futures market, which reduced overall volatility.

But the bulk of volume remains much higher, at the $0.00000500 level, and amid a total draining of exchange order books, any strong buying surge risks running into a complete lack of sellers, which could trigger a rapid short squeeze toward medium-term average values.

Kohl's rose to its peak as a department store in the 2000s, with a focus on a strong in-store experience, coupons and rewards. Now, after years of stagnant sales and a rough patch on Wall Street, Kohl's is trying to get back to what made it a household name.

One of the biggest bottlenecks for artificial intelligence (AI) data centers right now is power supply. Power grids cannot keep up with the capacity of data centers coming online, and hyperscalers are having to get creative with their power solutions.

Ford Motor Company (F +0.14%) is entering this market by repurposing its electric vehicle (EV) manufacturing footprint to produce battery energy storage systems. The move helps Ford put its battery-making capacity to work as EV support wanes while data center power demand surges. Here's why this trend could supercharge Ford stock in the coming years.

Image source: Getty Images.

Ford's pivot from EV batteries to AI power solutions After over $200 million in manufacturing investments and federal incentives, recent policy rollbacks and shifting consumer preferences have turned the tide for EV manufacturers. With federal tax credits expiring and regulators relaxing emissions standards, automakers that made massive investments in EV infrastructure are now having to pivot.

The build-out of AI data centers presents an opportunity for companies like Ford. That's because these data centers are straining the electricity grid, forcing hyperscalers to seek a variety of energy solutions to meet this growing demand. And because AI workloads require continuous, high-density power, hyperscalers need power solutions that can smooth out sudden load ramp-ups and provide reliable, baseload power 24/7.

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In May, Ford announced the launch of Ford Energy, a wholly owned subsidiary focused on manufacturing utility-scale battery energy storage systems (BESS). This comes amid slowing consumer adoption of EVs and the company's $19.5 billion write-down of its EV programs last year.

As part of this, Ford will spend $2 billion to repurpose its Glendale, Kentucky, facility, originally a multibillion-dollar EV battery joint venture with SK On, a South Korean EV battery and energy storage systems (ESS) manufacturer. Along with making batteries for EVs, the company will manufacture the Ford Energy DC Block, a 5.45-megawatt-hour containerized grid storage system using stable lithium iron phosphate (LFP) chemistry.

Ford Energy aims to position itself as a domestically based, multi-gigawatt manufacturer of these energy solutions. The company entered a deal with EDF Power Solutions, a five-year framework that could be worth up to $4 billion if all options are exercised. Ford will supply its DC Block system, which EDF will use to power data centers and mitigate renewable intermittency on the U.S. power grid.

Is Ford stock a buy? Looking ahead, the company will retool its manufacturing infrastructure over the next couple of years and expects to begin shipping its BESS systems starting as soon as 2027. The company aims to manufacture and deploy 20 GWh (gigawatt-hours) of energy storage capacity annually. If it succeeds, Ford would add a high-growth energy and infrastructure business that could provide a steady revenue stream for assembling, managing, and servicing its BESS systems.

Automakers have historically commanded low to mid-single-digit price-to-earnings multiples due to cyclical consumer demand, low margins, and heavy capital expenditure. If Ford Energy succeeds in securing deals and scaling its energy business, the stock could warrant a valuation rerating. Given the robust demand for power solutions and the recent 20% decline from its recent high, I think Ford is a compelling stock to consider.

Baidu's chip ​unit, ‌Kunlunxin is planning ​to ​go public ⁠in ​Hong Kong ​at a target ​valuation ​of $50 billion, The ‌Information ⁠reported on Sunday, ​citing ​two ⁠sources.

About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-driven software designed to make NAND flash behave like dynamic random-access memory (DRAM).

The technology uses predictive algorithms to identify frequently accessed data and move it between flash storage and high-speed memory in real time, reducing the amount of expensive DRAM a data center needs to run AI workloads at scale. According to MEXT's own press release, the software can cut memory costs by nearly half while expanding usable memory capacity by two to four times.

For investors in Micron Technology (MU 6.59%) and Sandisk (SNDK 10.45%), the knee-jerk read is obvious: If AMD can teach flash to behave like DRAM, demand for high-bandwidth memory contracts declines. The knee-jerk read is terribly wrong.

What MEXT actually does (and doesn't do) MEXT's technology operates in the software tier between existing storage and compute. It doesn't replace DRAM or HBM. Instead, it reduces the amount of high-speed memory certain workloads require by optimizing what lives in it at any given moment. That's a meaningful efficiency gain for enterprise customers running general-purpose AI workloads, where memory is a cost constraint.

What it cannot touch is the physics of training large AI models and running inference at the performance levels that hyperscalers require. An Nvidia Blackwell graphics processing unit (GPU) demands HBM4 not because no one has tried to work around it, but because the bandwidth requirements of training trillion-parameter models are architectural constraints, not software problems. No predictive tiering algorithm changes what the silicon needs.

MEXT is a tool for enterprises trying to stretch existing infrastructure. It is not a substitute for the memory products that Micron and Sandisk sell to massive tech companies.

Image source: Getty Images.

Micron's position is structurally insulated Micron Technology's entire 2026 HBM4 production is sold out under binding multi-year contracts. At COMPUTEX 2026 in May, the company laid out an end-to-end AI memory portfolio spanning data center to intelligent edge, all in high-volume production. Fiscal first-quarter 2026 revenue hit $13.64 billion, up 57% year over year, with gross margins around 56%, driven by HBM pricing power that comes from contracted scarcity.

The reason Micron's HBM business is immune to MEXT is the same reason it's immune to most software-layer interventions: The customers buying it aren't as price-sensitive as enterprise IT buyers. Hyperscalers building AI training clusters are optimizing for bandwidth and compute density, not TCO reduction. That's a different buyer with different priorities.

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Sandisk is benefiting from the same trend AMD is targeting Here's the counterintuitive part: MEXT's technology, which moves data between flash and DRAM, depends on high-performance NAND flash to function. The better and faster the flash tier, the more effective the tiering software becomes. Sandisk is the company building the flash tier.

In third-quarter fiscal 2026, Sandisk's data center segment revenue surged 233% sequentially to $1.47 billion, driven by enterprise SSDs built specifically for AI workloads. Full-year revenue jumped 61% to $3.03 billion, beating Wall Street consensus by 12%.

Sandisk's stock is up roughly 750% year to date at the time of this writing, the best-performing large-cap technology stock in the S&P 500 so far in 2026. AMD's bet on memory optimization software is, at its core, a bet that NAND flash will absorb more of the workloads traditionally handled by DRAM. That's a thesis that requires better, faster NAND -- which is exactly what Sandisk makes.

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So no, neither Micron nor Sandisk is under meaningful threat from the MEXT acquisition. The market made that clear today, with both stocks flirting with 20% gains this week on June 25. The real risk for both has always been the same one that defines memory investing: If AI infrastructure spending slows faster than new capacity comes online, pricing power compresses, and margins follow.

Both companies are going to be just fine. AMD's MEXT acquisition is a smart move for its data center business, but it doesn't change the fundamental thesis for Micron or Sandisk. If anything, it might be a tailwind.

LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Strategy Inc (“Strategy” or “the Company”) (NASDAQ: MSTR) for violations of the securities laws.

The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

There's no denying that a slew of artificial intelligence stocks are suddenly on the defensive. Shares of cloud computing powerhouse Amazon are down 14% just since the end of last month. Microsoft's budding recovery effort was recently upended as well. Worries of a bigger reckoning are firming up, and understandably so.

There's one name in the artificial intelligence business, however, that may perform very well this year, even if most other AI stocks hit a wall. That's Dell Technologies (DELL 3.58%). Yes, that Dell.

Dell's simple turnkey solution Plenty of people don't realize that the personal computer maker is in the business of artificial intelligence infrastructure. And for a long time, it wasn't.

Recognizing an opportunity to solve a largely ignored problem, however, in 2024, Dell launched an arm it simply calls the Dell AI Factory, offering corporations and their employees alike a way of utilizing the power of artificial intelligence without requiring AI expertise. And this business got a respectable start, making a measurable impact on that year's top and bottom lines.

Something significant changed last year, though. Following the introduction of AI-optimized servers that integrate with its other tech, Dell was able to offer "end-to-end AI infrastructure to support everything from edge inferencing on an AI PC to managing massive enterprise AI workloads in the data center."

Image source: Getty Images.

And as it turns out, this turnkey option is precisely what the market wanted, if not outright needed. Last year's infrastructure solutions revenue soared 40% to a record-breaking $60.8 billion, led by a surge in sales of artificial intelligence-optimized servers -- growth that persisted and even accelerated in Q1 of this year, when the company reported year-over-year revenue growth of 88%. Indeed, its AI server backlog now stands at $51.3 billion, well up from $43 billion just three months earlier.

What gives? Dell is undoubtedly leveraging its well-respected name within the business computing world. Mostly, though, it's institutional customers like that these AI-optimized servers easily integrate with other Dell-made solutions, and increasingly institutions appreciate the option of moving away from the public cloud and toward private, on-prem infrastructure, which is cheaper in the long run.

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Enough value, resiliency It's a compelling story for anyone looking for their next great artificial intelligence pick and, now, the AI industry's most resilient stocks. But much of whatever outsize performance this ticker is going to dole out for the year may already be in place. Dell shares are up more than 300% just since the end of last year. It could simply move sideways from here and still be one of 2026's top performers.

Nevertheless, keep this unexpected AI infrastructure name on your watch list. Priced at only 20 times next year's expected per-share profit of $22.13 (up 20% from this year's projection), the value already in place here is not only likely to bring a quick end to any pullbacks but also means there should be upside ahead even from its current price.

But the possibility of a broader reckoning for all artificial intelligence stocks? It's nothing to dismiss. It's arguable, however, that Dell's simple, cost-effective AI solutions may be relatively immune to such a headwind. After all, the world's still going to need this tech, even if it needs less of it than initially envisioned.

PANews June 28 news, "White-Haired Stock God" Serenity posted an analysis stating that Schaeffler AG is currently an "ideal sample" for the automotive industry entering the humanoid robot track. The company has a market cap of approximately 7.5 billion euros, yet it is already collaborating with about 45 humanoid robot enterprises, covering core components such as bearings, gearboxes, sensors/ECUs, actuators, and power electronics, theoretically capturing about 50% of a humanoid robot's BOM cost. Despite its potentially high penetration rate, it currently still expects to generate revenue only in the hundreds of millions of euros by 2030.

Serenity also mentioned that Nabtesco Corporation and Chinese manufacturer Sanhua Intelligent Controls, along with other automotive/industrial parts companies, may also benefit from the convergence trend of humanoid robots and smart vehicles, including projects such as Tesla, Inc. Optimus. At present, these companies are undervalued, weighed down by their traditional automotive businesses, but they could become an important catalyst direction under a long-term volume ramp-up scenario for humanoid robots and AI cars (post-2027). He pointed out that before a downstream breakthrough on the "ChatGPT/Anthropic level" emerges, the industry remains in an early infrastructure stage, with the market currently focused more on near-term bottleneck areas such as memory and MLCCs.

NEW YORK, June 28, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Verra Mobility Corporation (NASDAQ: VRRM) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Verra securities between February 24, 2026 and May 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/VRRM.

Verra Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

Defendants misrepresented the nature and stability of Verra’s relationship with Avis Budget Group (“Avis”), including the likelihood of securing a contract extension;Defendants downplayed the risk that major rental car companies, including Avis, could replace Verra’s services with in-house solutions or alternative third-party providers; and as a result, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Verra Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/VRRM. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Verra you have until August 4, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Verra Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Verra Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

Sui (SUI) has recently managed to maintain support within a significant accumulation zone, sparking early signals of a potential price recovery. Market observers note that if buying sentiment continues, upward momentum could gain traction in the near term. Meanwhile, the network’s transparency has improved following a new integration with Token Terminal, which enables more comprehensive tracking of on-chain activity.

Key level for Sui price actionAt the time of reporting, SUI was trading at $0.6993, with a 24-hour trading volume of $269.49 million and a market capitalization standing at $2.81 billion. The cryptocurrency’s relatively stable movement over the previous 24 hours has kept expectations alive for a potential change in market direction and renewed volatility.

According to crypto analyst BitGuru, SUI’s ability to hold firm within a crucial area of accumulation suggests that buyers remain committed to defending important support levels, despite broader fluctuations in the crypto market.

BitGuru noted that SUI’s resilience in a key accumulation zone demonstrates buyers’ unwillingness to give up critical support. If market conditions remain favorable, further upward price action could be on the horizon.

Analysts argue that the current price range aligns with a rise in investor confidence. Should positive market sentiment persist and the Sui network withstand ongoing selling pressure, attention is likely to shift to the next resistance at $0.84. Furthermore, an increase in trading activity could lay a stronger foundation for further gains.

Token Terminal’s integration draws industry interestToken Terminal has announced a new data partnership with the Sui Network, bringing Sui’s on-chain metrics into the analytics provider’s platform. This move expands Token Terminal’s coverage to include another layer 1 blockchain ecosystem, allowing for the integration of Sui’s chain data into Token Terminal’s infrastructure.

With this integration, network activity on Sui can now be monitored in a more transparent and accessible way. User trends, application activity, and ecosystem-wide growth metrics are set to become more visible for market participants, with data-driven tools supporting greater transparency—especially in the rapidly evolving Web3 and decentralized finance sectors.

Mini glossary: Token Terminal is an analytics platform that compiles and presents on-chain data and financial metrics for blockchain networks and applications. A layer 1 blockchain refers to the core base network that verifies transactions on its own main chain.

Adoption grows in the Sui ecosystemKnown for its scalable architecture and rapid transaction capabilities, Sui positions itself as a blockchain focused on decentralized applications and digital economy use cases. Improved data transparency is expected to provide added visibility for investors and researchers assessing the growth of the Sui ecosystem.

Despite a robust chart structure and rising adoption on the network, SUI’s price has yet to deliver a clear upward move. The overall sideways trend in the cryptocurrency markets—partly attributed to Bitcoin’s muted price action—has limited the room for significant advances among altcoins as well. As such, SUI’s promising technical outlook remains closely linked to the broader market’s short-term direction.

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.

Mainnet halts are rarely caused by one isolated bug. They usually expose a boundary where several subsystems made different assumptions. The May 2026 Sui halts are a good example.

Shortly after Sui rolled out Address Balance and gasless stablecoin transfers, the mainnet halted three times within roughly two days. The first two halts were tied to the boundary between Address Balance, gas charging, gas smashing, and settlement. The third surfaced during validator restarts and epoch transition, exposing a separate randomness / DKG persistence issue.

At first glance, gasless stablecoin transfer sounds like a wallet feature: let users send USDC without first buying SUI. That is a real UX improvement. It removes one of the most awkward parts of stablecoin payments on a gas-token chain.

But on Sui, that UX improvement reaches deep into the execution layer. Gas payment is not just a fee field. It involves coin objects, object versions, replay protection, failed-transaction handling, and checkpoint settlement. Address Balance changes how fungible funds move through that pipeline.

This article starts from the incidents and works backward: why Address Balance exists, how it enables gasless stablecoin transfers, where compatibility with the old coin-object world becomes risky, and what developers should take away from the rollout.

1. Why Address Balance Exists Sui's asset model is object-oriented by default. A Coin<T> is a versioned object. Legacy payment flows are built around selecting, consuming, splitting, merging, and updating coin objects.

That model is powerful. It gives Sui strong ownership semantics and helps parallel execution: unrelated owned objects can move independently. But the same model can make simple payments feel stateful.

A wallet or payment app may need to:

choose which coin objects fund a transfer; split or merge coins to match the desired amount; keep fresh object references; avoid reusing the same coin or gas object in concurrent transactions; make sure the user has SUI before sending a stablecoin. For a user who just wants to send USDC, that is unnecessary friction. The user thinks in balances: "I have 100 USDC, send 10." The chain historically exposed something closer to a set of coin objects.

Address Balance adds a fungible-balance layer on top of Sui's object model. Instead of requiring every unit of a fungible asset to appear as a separate Coin<T> object, it provides a canonical balance for each (address, coin type) pair. Funds sent through sui::coin::send_funds or sui::balance::send_funds merge into the recipient's balance for that asset.

This does not replace every Coin<T> path. Coin objects, address balances, and compatibility mechanisms coexist. That is part of the design: existing wallets, contracts, SDKs, and indexers cannot all migrate at once.

The important shift is that fungible assets no longer always need to be represented as concrete coin objects in the transaction path. That is what makes a cleaner stablecoin payment UX possible.

2. How the New Payment Path Works Address Balance looks like an account balance, but Sui does not become a traditional account-based chain. The core mechanism is the accumulator.

Simplified:

user transaction: deposit -> emit Merge accumulator event withdraw -> emit Split accumulator event checkpoint / commit settlement: collect accumulator events aggregate by (owner, Balance<T>) create system settlement transaction settlement transaction: update AccumulatorRoot dynamic fields User transactions do not directly write the shared AccumulatorRoot. If every address-balance operation wrote that shared object directly, parallelism would suffer. Instead, user transactions emit accumulator events. Settlement transactions aggregate and persist those changes later.

The main Move framework surface is small:

balance::send_funds<T>(Balance<T>, recipient) deposits a Balance<T> into the recipient's address balance. balance::redeem_funds<T>(Withdrawal<Balance<T>>) converts a withdrawal into a Balance<T>. coin::send_funds<T>(Coin<T>, recipient) converts a coin into a balance and deposits it into address balance. coin::redeem_funds<T>(Withdrawal<Balance<T>>) converts an address-balance withdrawal into a Coin<T>. The transaction format adds CallArg::FundsWithdrawal: reserve up to N from the sender's or sponsor's Balance<T>. During execution, this input becomes a Move-side sui::funds_accumulator::Withdrawal<Balance<T>>. It is not an ordinary owned object. It is a withdrawal handle. Only after it is redeemed through redeem_funds does it produce a Split accumulator event.

This gives the scheduler something it can reason about before execution: the maximum possible outflow. It can reserve funds conservatively without locking an entire account.

Gasless stablecoin transfer is built on top of this machinery. For allowed stablecoin types, a qualifying peer-to-peer transfer can execute with:

gasPayment = [] gasPrice = 0 gasBudget = 0 That does not mean arbitrary free computation. Gasless transfers are intentionally narrow. The token must be allowed by protocol configuration. The PTB shape must match a small set of balance and coin operations. The transaction cannot write ordinary objects. Input coins must be consumed or converted into address balances. There is also a minimum transfer amount, and gas-paying transactions are prioritized during congestion.

Those boundaries are security assumptions. Without them, gasPrice = 0 would become a generic free-computation and spam surface.

Address-balance gas payment also introduces a replay-protection requirement. A transaction that pays gas from address balance may have no gas coin object in gas_data.payment. If a stateless transaction has no owned object input anchoring it, it needs TransactionExpiration::ValidDuring, a chain identifier, and a nonce so it cannot be replayed across time or networks.

This is the tradeoff: the user no longer needs to manage SUI gas coins for simple stablecoin transfers, but the execution layer must now reason about balance withdrawals, stateless transaction validity, and deferred settlement.

3. Where Compatibility Gets Risky Sui cannot switch the whole ecosystem from coin objects to address balances overnight. Existing SDKs, wallets, indexers, and Move contracts still speak in Coin<T> and object references. The transition therefore needs compatibility.

Some compatibility is straightforward. Balance APIs now need to distinguish total balance, coin object balance, and address balance. A wallet that only scans owned Coin<T> objects can undercount a user after funds arrive through address balance. Indexers also need to process accumulator events, not only object diffs: Split is address-balance outflow, and Merge is address-balance inflow.

Some compatibility is more subtle. Existing contracts that accept Coin<T> can still be called by redeeming a coin from address balance first:

const [coin] = tx.moveCall({ target: '0x2::coin::redeem_funds', typeArguments: ['0x2::sui::SUI'], arguments: [tx.withdrawal({ amount: 1_000_000_000n })], }); tx.transferObjects([coin], recipient); Conversely, an old flow that produces a Coin<T> can fold it back into address balance through coin::send_funds.

The highest-risk compatibility layer is coin reservation.

Traditional gas payment uses concrete SUI coin objects:

gas_data.payment = [Coin<SUI> object refs] When there are multiple gas coins, the execution layer performs gas smashing: it combines multiple gas coins into one target coin, deletes the other gas coins, and charges gas from the target coin.

Address Balance adds another shape:

gas_data.payment = [real coin object, synthetic reservation object, ...] The synthetic reservation object is not a real on-chain coin. It is an ObjectRef-shaped compatibility value whose digest encodes an address-balance withdrawal reservation. After parsing it, the execution layer treats it as reserved SUI from the sender's address balance.

That is where assumptions start to overlap. Gas smashing was built around coin objects. Coin reservation looks like an object reference, but it is not an ordinary owned object. It can enter paths originally designed for gas coins, while its economic effect comes from address balance.

This is also why explorers and RPCs can be easy to misread. suix_getCoins or an explorer UI may show a coinObjectId, but that value can come from compatibility rather than from a user transaction creating or transferring a normal owned Coin<T>.

A mainnet example illustrates the issue. In transaction ECjUCiAP9YMYFyQrEKUb2JVyWovPyqN6rPGXRz42pUQn, the user transaction had:

objectChanges = [] balanceChanges: sender -100000 USDC, recipient +100000 USDC gasData.payment = [], gasPrice = 0, gasBudget = 0 accumulator events for Balance<USDC> The recipient later appeared in suix_getCoins with a coinObjectId whose previousTransaction was EvgW7KsrN8jaBUkuCdeo4NfiB9baZDyGTXidwxFbt4BV, a system settlement transaction. That settlement transaction called accumulator_settlement::settlement_prologue and accumulator_settlement::settle_u128, creating or modifying accumulator dynamic fields under 0x...0acc. Meanwhile, suix_getOwnedObjects filtered by 0x2::coin::Coin<USDC> returned empty for the recipient.

That combination is closer to an Address Balance RPC compatibility representation than to a normal coin object created by the user transaction.

The compatibility layer is useful. It keeps older coin-object flows working while address balances roll out. But it also brings address-balance side effects into execution logic that previously handled coin object mutation. That boundary is exactly where the first two halts occurred.

4. What Actually Broke The public timeline is short:

2026-05-28, about 07:00-13:30 PT: mainnet halt. A boundary bug between v1.72 Address Balance and gas charging / gas smashing triggered settlement underflow. 2026-05-29, about 05:00-08:30 PT: second halt. The interim fix covered only part of the InsufficientFundsForWithdraw shape. Another cancellation reason could mask InsufficientFundsForWithdraw, and the same class of underflow appeared again. 2026-05-29, about 13:30-19:20 PT: third halt. Validators restarted to deploy the fix, exposing a randomness / DKG state persistence bug. Epoch change could not complete. The first incident can be summarized as:

TX1: drain sender address balance to 0 TX2: gas payment = [real coin A, real coin B, address-balance reservation R] scheduler/execution sees address balance no longer enough TX2 is marked InsufficientFundsForWithdraw bug: TX2 still runs gas smashing path reservation R emits a Split accumulator event transaction fails, but Split event reaches checkpoint settlement settlement: current balance = 0 merge = 0 split = R checked arithmetic underflows system settlement transaction aborts every validator hits the same deterministic abort The important point is not that Sui allowed an invalid balance update. It did not. Checked arithmetic prevented the underflow from passing silently. The problem was where the failure happened: inside a system settlement transaction. Once that transaction aborted deterministically, honest validators stopped at the same checkpoint.

This is a liveness failure, not a theft-of-funds failure. Funds remained protected, but the chain stopped making progress.

The bug was also publicly triggerable. It did not require validator keys or admin privileges. It required transactions competing for the same address balance, one transaction entering InsufficientFundsForWithdraw, and a hybrid gas payment containing both real coins and a reservation. This is not the same as a simple "balance < amount" case, which would fail before consensus. The relevant shape involved concurrent transactions competing for the same address-balance reservation space.

The first hotfix pruned address-balance entries from gas payment once a transaction entered an IFFW early abort, while keeping real coins. The second halt showed that this was too narrow. A transaction can have multiple early cancellation reasons; if the fix only checks the surfaced error, IFFW can be masked. The more robust fix treats IFFW as a reason to bypass the executor / gas-smashing path and produce deterministic zero-gas failure effects.

The third halt was different. It came from randomness / DKG state during epoch change. Validators restarted to deploy the second fix. DKG participation for the next epoch did not meet the threshold, so randomness was disabled as designed. A latent persistence bug meant the "DKG failed/disabled" verdict was not remembered correctly after later restarts. Randomness-dependent transactions could neither execute nor be cancelled, the queue could not drain, and end-of-epoch logic waited for a DKG that would never complete.

The emergency fix added a force-epoch-close operator lever. That detail matters because production reliability is not only about the new feature. It is also about emergency upgrades, validator restarts, low-frequency epoch transitions, and operational recovery.

5. What Developers Should Take Away The point of this analysis is not that gasless stablecoin transfers were a bad idea. The demand is real. Payment UX matters. Stablecoin users should not need to understand gas coins before sending dollars.

The lesson is that payment UX can become consensus-critical when it changes gas payment and settlement. The implementation bar has to match that risk.

For wallets and payment apps:

Treat Address Balance and coin objects as coexisting asset representations. Show total balance, coin balance, and address balance clearly so users do not think funds have disappeared. Precheck gasless eligibility. Do not set gasPrice = 0 just because the token is USDC. Validate PTB shape, allowlisted functions, absence of ordinary object writes, minimum transfer amount, and gas budget. For address-balance gas payment, handle ValidDuring and nonce explicitly. Do not reuse the same nonce for distinct stateless transactions. In sponsored transactions, do not assume tx.gas is always the right abstraction. Address-balance gas payment uses empty gas payment (setGasPayment([])), while tx.gas represents the gas coin argument. Prefer higher-level APIs such as tx.coin() and tx.balance() where applicable, and review any GasCoin usage explicitly. For indexers and deposit monitors:

Process accumulator events. Balance-change algorithms that only inspect object diffs are incomplete. Do not require objectChanges to be non-empty. For gasless stablecoin transfers, the main signal should be balanceChanges: owner == watched address, coinType == target coin type, amount > 0 means incoming funds, and amount < 0 means outgoing funds. Treat objectChanges, compatibility coinObjectIds, and settlement transactions as enrichment or reconciliation signals, not as the only evidence of payment. For payment businesses:

Do not monitor only whether a transaction digest was submitted successfully. Monitor checkpoint progression, finality latency, epoch transitions, randomness/DKG state, and gasless rejection rate. Keep a paid fallback. During congestion, gas-paying transactions are prioritized over gasless stablecoin transfers. High-value or SLA-sensitive payments may need a paid path. For security teams:

Model failed transaction side effects explicitly. In this incident, the dangerous path was not a successful withdrawal. It was a failed path that still left a settlement-impacting accumulator event. Treat gas payment as a consensus boundary. It handles DoS protection, fee conservation, object lifecycle, balance deduction, and failed-transaction behavior. Preserve replay determinism during hotfixes. Nodes replaying historical checkpoints under different binaries must still produce the same effects. 6. Conclusion Address Balance is a meaningful protocol improvement for payment-oriented use cases. It addresses real friction: coin object UX, concurrent gas coin management, and the need for users to hold SUI before transferring stablecoins. Gasless stablecoin transfer is not just product language. It depends on concrete execution-layer mechanisms: allowlist, PTB shape validation, address-balance withdrawal, replay protection, zero gas budget, and accumulator settlement.

The May 2026 halts show the cost of making that improvement safely. The first two incidents came from address-balance reservations entering gas smashing in a way that let failed transactions leave settlement-impacting accumulator events. The third showed that emergency fixes themselves depend on validator restart and epoch-close paths, which are rare but critical.

Gasless transfers are worth building. Better payment UX is worth building. But the return is not free. What Sui had to give in return was a much higher burden on execution-layer invariants, gas accounting, settlement design, protocol gating, and operational recovery.

That is the real lesson of Address Balance: the closer a UX improvement gets to gas payment and settlement, the more it must be treated as core protocol engineering, not as an ordinary product feature.

FAQs What is Address Balance on Sui?

Address Balance is a fungible-balance layer added on top of Sui's object model. Rather than requiring every unit of a fungible asset to exist as a discrete Coin object, it provides a canonical balance for each address-and-coin-type pair. Deposits merge into that balance via accumulator events, which are settled later by system transactions rather than written directly by user transactions.

How do gasless stablecoin transfers work on Sui?

Qualifying peer-to-peer stablecoin transfers can set gas price, gas budget, and gas payment all to zero. The token type must be protocol-allowlisted, the transaction must match a narrow set of allowed PTB shapes, and no ordinary objects can be written. Gas is effectively covered by the protocol for these transfers, removing the requirement for users to hold SUI before sending stablecoins.

How should indexers and deposit monitors handle Address Balance transactions?

They should process accumulator events rather than relying solely on object diffs. For gasless stablecoin transfers, objectChanges may be empty, so balanceChanges is the primary signal for detecting incoming or outgoing funds. Compatibility coinObjectId values from settlement transactions should be treated as reconciliation signals rather than authoritative evidence of payment.

What is the key security lesson from the Sui halts?

Failed transactions can still produce side effects. In this case, a transaction that entered an insufficient-funds early abort still emitted a Split accumulator event, which reached checkpoint settlement and caused underflow. Any system where gas payment intersects with deferred settlement needs to explicitly model what failed transaction paths leave behind, not just what successful ones produce.

References Sui Foundation, "Sui Launches Gasless Stablecoin Transfers," 2026-05-20: https://blog.sui.io/sui-launches-gasless-stablecoin-transfers/ Sui Docs, "Gasless Stablecoin Transfers": https://docs.sui.io/develop/transaction-payment/gasless-stablecoin-transfers Sui Docs, "Using Address Balances": https://docs.sui.io/onchain-finance/asset-custody/address-balances/using-address-balances Sui Docs, "Migrating to Address Balances": https://docs.sui.io/onchain-finance/asset-custody/address-balances/migrate-address-balances SIP-58, "Sui Address Balances": https://github.com/sui-foundation/sips/blob/main/sips/sip-58.md Sui Foundation, "Sui Mainnet Halts Resolved After Major Upgrade," 2026-05-31: https://blog.sui.io/sui-mainnet-halts-resolved-after-major-upgrade/

The artificial intelligence boom has reshaped the stock market over the past two years. Graphics processors grabbed the headlines first, but AI infrastructure reaches far beyond chips that perform calculations. Every AI model also needs somewhere to store the mountains of data it creates, trains on, and retrieves. That has turned memory into one of the hottest corners of the semiconductor industry. 

While investors expected companies like Micron Technology (NASDAQ:MU | MU Price Prediction) to benefit, the market’s biggest winner has been Sandisk (NASDAQ:SNDK), whose stock has delivered returns that few investors imagined possible since becoming an independent company last year.

A Remarkable Run Since the Spinoff Sandisk began trading as an independent company on Feb. 24, 2025, after its separation from Western Digital (NASDAQ:WDC), which allowed it to focus on NAND flash memory.

The stock debuted around $52 per share, and by the end of 2025, had climbed to approximately $224, delivering a gain of about 559% in just over 10 months. That performance looks almost modest compared to what followed.

Through the first six months of 2026, Sandisk has surged another 781%, producing a cumulative gain of more than 3,900% since its debut as a standalone company.

Even Micron — the second-best-performing stock in the S&P 500 this year — has gained less than half as much as Sandisk.

AI is Creating a Storage Boom Unlike companies designing AI processors, Sandisk manufactures NAND flash memory, the non-volatile storage found in solid-state drives (SSDs), enterprise storage arrays, smartphones, laptops, automotive systems, and embedded devices. As AI models become larger, they require more high-speed storage to house training datasets, inference databases, checkpoints, and archived information.

Demand has accelerated across enterprise SSDs as hyperscale cloud providers expand AI infrastructure. At the same time, industry supply has remained disciplined after manufacturers reduced production during the memory downturn of 2023 and early 2024.

The result has been a powerful pricing cycle. Average selling prices for NAND flash have risen sharply while inventories have normalized. Higher prices flow almost directly to profits because memory manufacturing carries substantial fixed costs. Once utilization improves, margins tend to expand quickly.

Not surprisingly, investors have rewarded Sandisk with a premium valuation because they see the company as one of the purest ways to invest in NAND pricing without the distraction of Western Digital’s hard-drive business.

While the world watched Nvidia, this memory giant quietly delivered a 3,900% explosion. Here is how the AI storage boom turned a spinoff into the market's biggest winner. © 24/7 Wall St. Can the Rally Continue? Memory has always been one of the semiconductor industry’s most cyclical businesses. The same pricing strength driving today’s earnings can reverse if supply outpaces demand. NAND manufacturers eventually add capacity when profits rise, which historically has pressured pricing during later stages of the cycle.

Still, several factors suggest the current environment may have more room to run. Major cloud providers continue spending hundreds of billions of dollars building AI infrastructure, while enterprise AI adoption remains in its early innings. Those investments should continue supporting demand for high-capacity flash storage throughout 2026. Meanwhile, manufacturers have shown greater production discipline than in previous cycles, reducing the risk of an immediate oversupply.

Granted, after a 3,900% gain, expectations leave little room for disappointment. Even strong earnings may not satisfy investors if growth begins slowing.

Key Takeaway In short, Sandisk has become the market’s biggest AI storage success story. The company’s independence from Western Digital allowed investors to focus squarely on its NAND flash business just as AI infrastructure spending ignited one of the strongest memory markets in years. The combination has produced the best-performing stock in the S&P 500 by a wide margin.

Ultimately, the fundamentals still support additional upside if NAND pricing remains firm and hyperscale AI spending continues at today’s pace. Regardless, smart investors should remember that memory stocks rarely move in straight lines. After such an extraordinary advance, Sandisk can still rise further, but shareholders should expect far more volatility during the second half of 2026 than they experienced during the first.

Highest IQ Holder Backs an XRP Supercycle as 3 Bullish Signals Hit at Once

After a blockbuster IPO just a few weeks ago, Cerebras (CBRS +7.76%) stock has nosedived recently. The company reported its first-quarter 2026 results on June 24, its first earnings report since going public, and Cerebras shares fell nearly 12%.

Notably, Cerebras' sales outpaced analysts' consensus estimate for the quarter, and its losses narrowed. Usually, that would cause most stocks to rise. But investors are increasingly concerned that the investments AI companies are making may not pay off in the long term. Which is why leading AI companies like Nvidia and Broadcom are seeing their share prices drop lately, too.

Here's what's happening and what Cerebras shareholders should know.

Image source: Getty Images.

Strong revenue results, disappointing margins Some of the results from Cerebras' first quarter were very good, including the company's revenue jumping 94% year over year to $193 million, beating Wall Street's consensus estimate of $181 million. Cerebras' operating loss of $3.5 million was also smaller than expected and a huge improvement over its $19.3 million loss in the year-ago quarter.

But Cerebras shareholders looked past these results and focused instead on management's comments that profitability was declining due to its $20 billion contract with OpenAI. The company's leadership said that to increase capacity for OpenAI, it will rent out some of its systems rather than sell them, which will reduce some of its cloud and services margins this year.

Management said adjusted gross margin will be between 38% and 41% for 2026, compared with 47% in the first quarter. Once it moves away from renting some of its systems and back to selling them, it expects margins to rise again.

While the decline appears to be temporary, Cerebras stock's sell-off after the results were published was telling. Tech investors, in general, are becoming increasingly skeptical that big investments in AI will pay off, and they're scrutinizing declines in profitably.

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Some chip stocks are feeling the pressure right now The pressure on Cerebras' stock is happening against the backdrop of declines for many AI chip stocks. Over the past month, Nvidia shares and Broadcom stock are down about 9%, as of this writing.

While many AI stocks have experienced huge gains over the past few years, some investors fear that the hundreds of billions of dollars being poured into AI may never translate into profits, prompting some to take their current gains and seek safer investments.

Investors aren't wrong to question some of the spending. At some point, there will be a slowdown in tech companies' spending. While no one knows when that will be, some people are concerned that rising inflation could lead the Federal Reserve to raise interest rates sooner than previously expected. Core inflation rose to 3.4% in May, its highest level since October 2023.

Adding to the volatility for Cerebras and many of its peers is the fact that their share prices are already trading at a premium. Cerebras stock has a trailing price-to-sales (P/S) ratio of 74, while the tech sector's P/S ratio average is about 10.

There's a classic risk-versus-reward assessment happening among investors right now. And some people are beginning to think that tech companies are taking on too much risk (via AI investments) without enough of the reward (profits).

Cerebras is in a particularly difficult position because its shares are expensive and its profit margins are declining.

Cerebras has promising technology, including large wafers used for AI processing, but shareholders should understand the company's risks. Higher costs are reducing profitability, and any slowdown in infrastructure spending by large tech companies could add pressure.

It's too soon to call an end to the AI chip stock run -- Micron Technology just reported strong third-quarter results, after all -- but Cerebras and other AI investors may want to brace for more turbulent months ahead as AI spending comes under scrutiny.

Prime Day generates billions of dollars in sales and dominates headlines every summer. It just generated a record $26.4 billion in sales across the four-day event last week. Yet focusing only on Amazon‘s (NASDAQ:AMZN | AMZN Price Prediction) annual shopping event misses the much bigger story. 

The company has quietly transformed itself into one of the world’s most integrated technology platforms, combining cloud computing, artificial intelligence, logistics, advertising, satellite communications, and digital commerce under one roof. Few companies possess that breadth. Even fewer have managed to make each business strengthen the others.

 For long-term investors, those connections — not discounted electronics — may ultimately prove to be Amazon’s greatest competitive advantage.

Amazon’s Competitive Moat Keeps Getting Wider Amazon’s biggest strength isn’t any single business. It’s how all of its businesses reinforce one another.

The company’s retail operations introduced more than 260 million Prime members worldwide, creating one of the largest recurring subscription ecosystems anywhere. Those members spend more, shop more frequently, stream Prime Video, use Amazon Music, and increasingly interact with Amazon’s growing advertising platform.

Meanwhile, Amazon Web Services (AWS) continues serving as one of the foundations of the global cloud industry. AWS generated approximately $37.6 billion in quarterly revenue as enterprises accelerate AI deployments. Every new AI model requires computing power, storage, networking, and security — services AWS already provides at enormous scale.

Company Primary Strength Strategic Advantage Amazon Cloud, AI, commerce, logistics, advertising Vertically integrated ecosystem Microsoft (NASDAQ:MSFT) Enterprise software and Azure Deep enterprise relationships Alphabet (NASDAQ:GOOG) Search, cloud, AI Data and advertising leadership Nvidia (NASDAQ:NVDA) AI chips Dominant AI accelerator hardware Amazon stands apart because it controls nearly every layer — from fulfillment centers and warehouses to cloud infrastructure and AI chips.

AI Infrastructure Could Be the Next Growth Engine The AI boom is expanding Amazon’s opportunity well beyond online shopping.

One area attracting growing attention is Project Kuiper, Amazon’s low-Earth-orbit satellite network. Much like Starlink transformed SpaceX (NASDAQ:SPCX) into a communications infrastructure company, Kuiper gives Amazon the ability to design its own satellites, customer terminals, and networking systems while extending AWS closer to customers through edge computing. Over time, that vertical integration could create powerful synergies between cloud services and global connectivity.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Amazon is also reducing its dependence on outside chip suppliers. Its Trainium2 processors are ramping faster than any previous AWS custom silicon platform while delivering roughly 30% to 40% better price-performance than many traditional GPU alternatives for AI workloads. Management also disclosed approximately $225 billion in customer commitments supporting future infrastructure demand, with much of today’s Trainium capacity already reserved. It may soon start selling the chips to third-party customers.

Advertising is quietly becoming another major earnings driver. Amazon says Prime Video advertisements now reach approximately 315 million viewers worldwide, creating another recurring revenue stream layered on top of its commerce ecosystem.

Cash Burn Looks Scary — Until You Look Deeper Granted, Amazon isn’t a textbook value stock. The company continues spending enormous sums building AI data centers, expanding logistics infrastructure, and launching Kuiper satellites. Free cash flow has turned negative as capital expenditures surged, Amazon pays no dividend, repurchases virtually no shares, and stock-based compensation continues creating shareholder dilution.

Those concerns deserve attention, but context matters. The company generated approximately $148.5 billion in trailing operating cash flow while holding more than $153 billion in cash and short-term investments — more than double its 2022 balance. Those figures give Amazon flexibility that many competitors simply don’t possess.

Investors are right to question whether today’s AI spending can continue indefinitely. However, companies like Amazon, Alphabet, and Nvidia currently have the balance sheets necessary to fund that investment without placing meaningful financial stress on their businesses.

Key Takeaway In short, Amazon has become much more than the world’s largest online retailer. It now operates one of the most interconnected technology ecosystems ever assembled, spanning cloud computing, AI infrastructure, satellite communications, logistics, advertising, and digital commerce.

The stock may not be deeply undervalued, and heavy capital spending will likely pressure free cash flow for some time. Regardless, Amazon has followed this playbook for decades — reinvesting aggressively today to widen its competitive moat tomorrow. With $148 billion in operating cash flow, more than $153 billion in liquidity, and multiple AI-driven growth engines still in their early stages, the company appears well positioned to turn today’s spending into tomorrow’s earnings power. For patient investors, that’s a trade-off worth understanding.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.

Amazon, Microsoft, and Alphabet's Google have been experiencing strong demand for their artificial intelligence (AI)-focused cloud computing offerings, leading to significant increases in their backlogs and remaining performance obligations (RPO).

The three tech giants, which are members of the Magnificent Seven, were sitting on a combined order backlog of $1.45 trillion in the first quarter of 2026. This clearly indicates an incredible demand for running AI workloads in data centers. However, shares of Amazon, Microsoft, and Alphabet have struggled despite the massive contractual backlogs they carry.

While Amazon and Alphabet have gained 3% and 6% this year, Microsoft's stock has retreated 21%. However, there's another cloud computing company that's witnessed a parabolic jump in its stock price this year. Shares of DigitalOcean (DOCN 4.04%) are up by an incredible 184%.

Let's see why that's the case and check why this high-flying stock isn't done soaring yet.

Image source: The Motley Fool.

DigitalOcean's business model is driving an acceleration in growth Like its larger peers, DigitalOcean provides an on-demand cloud computing platform. However, the key difference in its business model from those of Amazon, Microsoft, and Alphabet is that its offerings are tailored for small and medium businesses, start-ups, and developers. Of course, the three tech giants I am comparing DigitalOcean with account for 62% share of the cloud computing market, but the smaller company is carving out a niche for itself.

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That's because DigitalOcean claims to offer a simple platform with predictable, flat pricing to customers, which is ideal for small and medium-sized companies that want to avoid complexity and keep costs in check while deploying AI solutions. Specifically, DigitalOcean offers 30 core products as compared to the hundreds of offerings available on the cloud computing platforms of its bigger competitors. It offers all its products on a single platform, making it easier to build, deploy, and scale AI applications.

Also, the simplified nature of its cloud offerings means that smaller businesses are likely to get better support and attention. Most importantly, DigitalOcean claims that it can reduce total costs by up to 80% compared with traditional hyperscalers. This probably explains why customers have started spending aggressively on its cloud computing platform, especially for running AI workloads.

The company noted that its AI-focused annual recurring revenue (ARR) in Q1 jumped by 221% year over year to $170 million. That was significantly higher than the 22% increase in its overall ARR to just over $1 billion. More importantly, DigitalOcean customers are not just renting the company's AI hardware but also running inference services on its platform.

Specifically, DigitalOcean's ARR from its inference services increased by a whopping 487% year over year in Q1, accounting for 64% of its AI ARR. The company estimates that AI inference workloads will account for 80% of the computing power in AI data centers in 2030, up from around 50% last year. So, it won't be surprising to see more customers flocking toward DigitalOcean's platform to run inference workloads in the future.

The good news is that DigitalOcean's growing prominence in AI cloud infrastructure is poised to translate into stronger growth for the company, as evidenced by the substantial upgrade to its guidance. DigitalOcean anticipates a 26% increase in revenue in 2026, followed by a significantly stronger jump of more than 50% in 2027. Even better, analysts anticipate its solid momentum will continue beyond next year.

Data by YCharts

But is the stock still worth buying? Investors may be wondering whether buying this AI stock is a good idea after its stunning 2026 rally. After all, DigitalOcean is now trading at almost 16 times sales, well above the tech-laden Nasdaq Composite index's price-to-sales ratio of 5.2.

However, the acceleration in DigitalOcean's growth justifies the premium valuation, especially considering that it is at the beginning of a terrific growth curve. The cloud computing provider can sustain its solid growth beyond the next couple of years, driven by the growing demand for AI inference. Assuming it can clock even 20% revenue growth in 2029 and 2030, DigitalOcean's top line could reach $3.53 billion by the end of the decade.

If the stock trades at even 10 times sales at that time, its market cap could reach $35 billion, implying 141% upside from current levels. So, it isn't too late for investors to buy this growth stock as it still has terrific upside potential.

Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for its partners.

Last fall, Nokia (NOK 7.26%) inked a $1 billion partnership to develop an AI-enabled cellular phone network, called AI RAN, or radio access network. It will essentially result in the upgrade to 6G communications and AI capabilities for mobile networks, transforming cell towers into data centers and changing mobile communications.

For its part, Nvidia is providing the AI chips and platform on which the AI RAN 6G platform will run.

Image source: Getty Images.

As part of the deal, Nvidia will deploy Nokia's switches, SR Linux software, and optical technologies at its data centers.

At the time the deal with Nokia was announced, Nokia was trading at just $6 per share, and had been in penny stock territory a few weeks prior at $4.90 per share. Since then, Nokia stock has skyrocketed 133% to almost $14 per share, including a 114% gain year to date.

The company is anticipating a major surge in revenue from the partnership, which has created investor excitement and bolstered its stock price.

Should you go all-in on Nokia? Nokia's stock price shot up following its first-quarter earnings release on April 23. The enthusiasm was less about its results, which were solid but not spectacular, and more about its outlook.

Nokia raised its guidance for the fiscal year. It's now calling for network infrastructure sales growth of 12% to 14% this fiscal year, up from 6% to 8% projected growth in January. The jump is based on the assumption that IP and optical networks revenue will grow 18% to 20% in 2026. The previous target was 10% to 12% growth. That increase in the outlook is related largely to the data center partnership with Nvidia.

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The other piece of the deal, the 6G networking, will have a longer runway, with earnings accretion from the partnership likely starting to emerge in 2027 and for several years after as the 6G networks get built.

So, this could be a transformative partnership for the beaten-down telecommunications stock, which has been trading mostly in penny stock range for more than a decade.

The recent surge has increased Nokia's price-to-earnings (P/E) ratio to 86 with a forward P/E of 36, so it's still a bit pricey. Analysts are mixed on the stock, with about half rating it as a buy with a $12 per share median price target.

While the future looks brighter for Nokia, investors may want to be cautious and pick their spots, given the recent rapid surge in Nokia's price and valuation. It does appear to be a long-term grower, but investors may want to find a better entry point.

American Express (AXP 0.35%) is undoubtedly the leader in the premium segment of the credit card market. It has registered durable growth, with net revenue rising at a compound annual rate of 8.8% in the past 10 years. The top line was lifted by billed business, the amount of payment volume the company handles, growing at a 5.4% yearly clip.

The market cares what American Express' performance will look like in the future. Is this financial stock built for the next decade of spending? Investors will struggle to find reasons to be bearish on this business.

Image source: The Motley Fool.

Keep swiping those American Express cards The current economic climate is doing everything but instilling confidence in consumers and investors. Higher energy prices are pushing inflation to three-year highs. Housing turnover is low as mortgage rates remain elevated. And there are concerns about how the labor market will evolve as artificial intelligence progresses.

These headwinds are no match for American Express. During the first quarter, the company's billed business climbed 10%, the fastest pace in three years.

Serving an affluent customer base benefits the company, as these consumers are not as sensitive to the broader macro environment. American Express' Platinum Card, which carries a hefty $895 annual fee, saw an acceleration in spending growth in the first quarter. The retention rate is also impressive.

At a high level, American Express' success is tied to economic growth generally and greater spending specifically. In 10 years, it's a virtual certainty that global GDP and payment volumes will be meaningfully higher than they are today. That presents a favorable tailwind for this business as it captures that activity.

Average spend per card member increased by 62% between Q1 2016 and the most recent quarter. While I suspect growth might slow in the future as American Express further penetrates key markets and reaches maturity, the positive trend should continue. The leadership team is excited about how popular the cards are with millennial and Gen Z consumers, who should have extended lifetime values.

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Shares trade at a fair valuation Over the past 10 years, the credit card stock has produced a total return of 556% (as of June 25), which handily outperforms the S&P 500 index's total return. Given management's goal of mid-teens long-term annualized earnings-per-share growth, coupled with durable competitive strengths coming from the brand name and network effect, this is a business investors should zero in on.

The current price-to-earnings ratio of 21.4 looks like a fair entry point to own a high-quality company that is in position to continue beating the market in the long run.

American Express is an advertising partner of Motley Fool Money. Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends American Express. The Motley Fool has a disclosure policy.

Anthropic confidentially submitted its draft S-1 filing to the U.S. Securities and Exchange Commission (SEC) on June 1, paving the way for a potential initial public offering (IPO). The company behind Claude, one of the top artificial intelligence (AI) apps, could become the largest software IPO in history after its most recent funding raise valued the business at $965 billion.

If private funding is any indication, Wall Street will be fighting for shares when the company eventually begins trading (market watchers and financial analysts expect the company to execute the IPO as early as fall 2026). But you don't have to invest directly in Anthropic to have exposure.

Here are five stocks that stand to benefit from their own investments and relationships with the hot AI company.

Image source: Getty Images.

1. Amazon Cloud computing leader Amazon (AMZN +2.44%) began investing in Anthropic in 2023. Amazon has invested approximately $13 billion to date, with plans to invest up to $20 billion more. The two companies also work closely together. Anthropic uses both Amazon's cloud services and its Trainium AI chips to run its Claude models.

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Amazon's stake in Anthropic has grown significantly alongside Anthropic's private market valuation. Amazon's stake was worth roughly $74 billion, according to a filing in April. But that was before Anthropic's most recent raise in May. Today, Amazon's investment in Anthropic could exceed $100 billion, and it may rise further if Anthropic goes public.

2. Alphabet Tech giant Alphabet (GOOGL 1.73%) (GOOG 2.19%) was another one of Anthropic's early supporters and investors. The company owns an estimated 14% stake in Anthropic. Based on its most recent funding round, it could value Alphabet's equity at roughly $135 billion today. Although Alphabet competes with Anthropic through its Gemini AI, the two companies work closely together.

Anthropic is one of Alphabet's key cloud customers and should remain so. The company has reportedly committed to spending $200 billion on Google's cloud services and tensor processing unit (TPU) chips over the next five years. That could be a huge growth catalyst for Alphabet alongside its lucrative stake in the company.

3. Salesforce Software company Salesforce (CRM +5.41%) has also gotten in on Anthropic's funding rounds over the years, though not to the extent of Amazon or Alphabet. Salesforce reportedly invested $50 million back in 2023, and subsequent investments have built up a stake worth approximately $5 billion today. That's a huge return on investment and an asset that management could eventually monetize once Anthropic goes public.

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Salesforce is embracing AI, proactively bringing it to customers. Anthropic's Claude is a foundational model in the company's AI agent product suite, Agentforce 360. Fears over how AI could disrupt the broader software industry have weighed on the stock over the past year. However, Salesforce anticipates revenue growth accelerating over the second half of fiscal year 2027, making it a potential rebound candidate with some sneaky investment exposure to Anthropic.

4. Nvidia Chips make AI go, so Nvidia (NVDA 1.42%) has been paramount to Anthropic's success with Claude. That will continue, as Anthropic plans to use enough Grace Blackwell and Vera Rubin chips for an entire gigawatt of computing capacity. Even though Anthropic has sourced custom AI chips to meet its computing needs, Nvidia remains the runaway leader in standardized AI graphics processing units (GPUs), so this shouldn't be a surprise.

Nvidia has invested in Anthropic, forming an equity-tied relationship with one of its best customers. Nvidia was late to the party; it participated in a funding round late last year, investing up to $10 billion, which is likely worth far more following Anthropic's most recent raise. It still won't move the needle for Nvidia, but it gives investors some Anthropic exposure, and that's just a bonus for owning one of the market's top AI stocks already.

5. Microsoft Most investors associate Microsoft (MSFT +6.03%) with OpenAI, Anthropic's rival, because of their long, high-profile relationship. However, Microsoft dipped its toes into Anthropic, investing up to $5 billion into the company late last year alongside Nvidia. Anthropic is committed to spending $30 billion on Azure cloud services, forming a working relationship between the two. Claude is also available through Microsoft Copilot.

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Although Microsoft's stake has grown in value since last year, it's probably not large enough to matter much for a company with a multitrillion-dollar market cap. That said, Microsoft is one of the best AI stocks for its direct AI dealings, as well as an indirect path to owning exposure to Anthropic and OpenAI until either company goes public.

Duke Energy maintains strong financials, supporting confidence in its ability to meet fixed income obligations. DUK's Q1 revenue grew over 10% YoY, with net profit at $1.54B, aided by a $652M asset sale gain. The 5.725% junior subordinated debentures (DUKB) offer a 6.01% yield, superior risk/reward vs. DUK preferred shares.

When Apple NASDAQ: AAPL signals it may have to raise prices because memory costs are rising, the market pays attention. For investors already holding Micron Technology NASDAQ: MU, Seagate Technology Holdings NASDAQ: STX, Western Digital Corporation NASDAQ: WDC, and Sandisk Corporation NASDAQ: SNDK, that warning isn't a red flag—it's confirmation of pricing power.

Growth Investor's Louis Navellier sees all four names as direct beneficiaries of the same structural shortage, with one clear leader at the top of the stack.

Get Micron Technology alerts:

When Pricing Power Meets a 2-Year BacklogMicron Technology Today

MU

Micron Technology

$1,132.33 -81.23 (-6.69%)

As of 06/26/2026 04:00 PM Eastern

52-Week Range$103.38▼

$1,255.00Dividend Yield0.05%

P/E Ratio25.64

Price Target$1,263.76

The setup for Micron is straightforward: data centers want the fastest memory chips available, Micron makes them, and demand is running well ahead of supply. That's why analysts—who have historically lagged on this stock—keep revising estimates upward, and why the order backlog tells a more compelling story than the revenue line alone.

Navellier calls Micron something close to a monopoly in the data center memory segment. Samsung OTCMKTS: SSNLF competes on volume, but for hyperscalers building out AI infrastructure, Micron's high-bandwidth memory is the preferred choice.

That preference translates directly into operating margins. When you have pricing power in a supply-constrained market, margins expand—and Micron's have.

He ranks Micron at the top of his eight-factor fundamental model, which weighs sales growth, margin expansion, earnings stability, analyst revisions, and surprise history. Recent upward revisions across the analyst community, he notes, are a reliable signal of what's coming. Micron's last earnings report blew past expectations, and Navellier sees that pattern continuing—particularly given that analysts in this space are notoriously conservative, penalized more for overestimating than for being late.

The order backlog, extending roughly two to three years out, driven by data center construction, is why he isn't treating this as a late-cycle trade. More than half of U.S. construction activity is currently tied to data center builds, and whoever has the chips has the leverage.

The Reliability Play in an Unreliable MarketSeagate Technology Today

STX

Seagate Technology

$899.90 -125.46 (-12.24%)

As of 06/26/2026 04:00 PM Eastern

52-Week Range$138.30▼

$1,145.00Dividend Yield0.33%

P/E Ratio85.38

Price Target$831.79

Not every data center storage decision comes down to the fastest chip. Reliability matters enormously—downtime in a hyperscale facility is catastrophic—and that's where Seagate has built its reputation over decades of enterprise deployments.

Navellier calls Seagate his favorite solid-state name in the group. Its data center business is accelerating as the transition from spinning hard drives to solid-state drives continues across enterprise deployments, and the company's reputation for bulletproof performance has made it a preferred vendor for operators who can't afford failure.

That brand equity is doing real work in a market where procurement decisions are increasingly driven by reliability track records, not just spec sheets.

Revenue and earnings growth have been strong, and Seagate scores well on his fundamental model—though at a higher multiple than Micron. That premium doesn't concern him. Storage has historically demanded a higher valuation than DRAM, and Seagate's market share position and switching costs justify the spread. His posture: ride it as long as the fundamentals hold.

Western Digital and Sandisk: Strong Names, Slightly Lower ScoresWestern Digital and Sandisk both have meaningful exposure to the same AI storage surge. Navellier is careful not to dismiss either—comparing them unfavorably to Micron and Seagate, he says, is like being asked to pick a favorite child.

If pressed, he leans toward Sandisk over Western Digital on the basis of analyst revision momentum, earnings surprise history, and margin expansion trajectory. But both names score well on his model; they simply score below the top two. The demand environment is strong enough that all four can win simultaneously—the distinction comes down to who captures the most orders when speed and reliability are the deciding factors.

How to Think About Entry After a Monster RunAll four stocks have posted extraordinary gains. That makes entry feel uncomfortable, and Navellier acknowledges it. His approach: put them on an alert list and buy into daily pullbacks rather than chasing strength. The memory sector's natural oscillation means stocks that run 12% will typically give back 3-4% before the next leg—and those brief windows are where he builds or adds positions.

For investors already in these names, the calculus is different. Navellier's rule for his own portfolio is simple: if a stock still scores well on fundamentals—strong sales, expanding margins, positive revisions, solid surprise history—the size of the gain isn't a reason to sell. The stocks that have run 100%, 500%, or more in his portfolio are still there because the underlying businesses haven't deteriorated. The gain is a feature, not a warning sign.

The broader backdrop supports staying engaged. Data center construction is ongoing, AI compute demand continues growing, and the memory shortage driving Apple's pricing warning isn't a quarterly blip. The bottleneck that's making iPhones more expensive is the same bottleneck that's making these four stocks very difficult to bet against.

Should You Invest $1,000 in Micron Technology Right Now?Before you consider Micron Technology, you'll want to hear this.

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While Micron Technology currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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New York, New York--(Newsfile Corp. - June 28, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/Z.

Zillow Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:

Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.What's Next for Zillow Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/Z, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Zillow Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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The stablecoin ecosystem experienced massive growth in the last year, with the market capitalization of this segment of the crypto space climbing by about 50% from early 2025 to early 2026. At the same time, increased institutional participation and transaction volumes have helped to solidify tokens like Tether and USDC as essential parts of the financial ecosystem.

For investors, the benefits of stablecoins—including capital preservation, easy global transfers, yield opportunities, and more—may be available through direct investments in the coins themselves, through crypto exchange-traded funds (ETFs), and even via unorthodox methods like tokenized Treasury products or venture capital. But there is also a growing number of publicly traded companies that benefit as stablecoins continue to grow, and the stocks below may be a good place to start.

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A Strong Pure-Play Stablecoin Play With Excellent Growth ProspectsCircle Internet Group NYSE: CRCL is one of the most important companies in the stablecoin environment, providing a platform as well as network and infrastructure that are deeply linked to the space. As the issuer of USDC, one of the largest stablecoins by market cap, Circle may be the easiest pure-play stablecoin investment for investors looking to target a publicly traded company rather than the token itself.

Circle Internet Group Today

CRCL

Circle Internet Group

$73.54 +4.74 (+6.88%)

As of 06/26/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$49.90▼

$262.97Price Target$134.18

Even as Bitcoin has seen massive price fluctuations continue into 2026 (the price of the leading cryptocurrency has fallen by almost a third so far this year), USDC has managed to grow its market cap to about $74 billion.

Circulation for USDC was up 28% year-over-year (YOY) for the latest quarter. The token has been the beneficiary of rising transaction volumes in recent quarters as well—these were up 263% YOY according to Circle's last report.

Stability for USDC means strength for Circle, especially important given the volatility in the broader cryptocurrency world.

Circle has a dominant position in the rising stablecoin trend among credit card providers, representing about 63% of stablecoin commercial transactions for Visa Inc. NYSE: V last quarter. The company is also healthy in its profitability metrics: revenue and reserve income for Q1 2026 were up 20% YOY to $694 million, and adjusted EBITDA also improved by an even wider margin.

Analysts are fairly divided when it comes to CRCL shares, with 11 Buys, 11 Holds, and three Sell ratings. While share prices have been up and down along with the broader crypto market, investors may look for increasing stability as USDC adoption continues to expand. In the meantime, Wall Street expects an impressive 95% in upside potential for those willing to bear these fluctuations.

Major Crypto Exchange With a Growing Stablecoin RoleIf Circle represents a more direct means of accessing stablecoins through an issuer, Coinbase Global Inc. NASDAQ: COIN is somewhat more removed as a cryptocurrency exchange. The company behind one of the largest exchanges in the crypto industry has seen sizable share price declines this year, with a year-to-date (YTD) drop of about 36%. This is to be expected based on the challenges facing the broader crypto industry.

Coinbase Global Today

$149.06 +6.54 (+4.59%)

As of 06/26/2026 04:00 PM Eastern

52-Week Range$139.18▼

$444.64P/E Ratio56.04

Price Target$250.65

Part of the reason for COIN's struggle was the company's less-than-stellar Q1 2026 earnings report, which included quarterly net losses of $394 million alongside revenue that dropped sharply on a YOY basis.

However, the firm's crypto trading market share climbed to an all-time high during the quarter, helping to shore up Coinbase's position as the world's largest custodian of crypto assets.

When cryptocurrency prices rise again, Coinbase will be in an even stronger position than before the latest dip.

Coinbase's stablecoin business in particular is a highlight, with the average USDC held in Coinbase products reaching an all-time high of $19 billion in the first quarter of the year. The company holds about a quarter of all existing on-platform USDC. If crypto traders are looking to buy or sell a stablecoin, Coinbase is increasingly becoming the go-to option. Still, Coinbase stands to benefit even if users are not making active stablecoin trades. With the benefit of remittances, settlements, and other activity involving stablecoins, Coinbase can thrive based on custody fees and revenue-sharing arrangements, for instance.

Like CRCL, COIN shares are a mixed bag in terms of analyst ratings. Buy ratings total 18, compared with 15 total Sell and Hold ratings. The stock is also highly volatile, but an increasing role in the stablecoin industry may provide a more stable footing for COIN over time. Nonetheless, both of these stocks carry inherent risks, despite their potential given the growth of stablecoins.

Should You Invest $1,000 in Circle Internet Group Right Now?Before you consider Circle Internet Group, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Circle Internet Group wasn't on the list.

While Circle Internet Group currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

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NEW YORK, June 28, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), of the important August 7, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox’s organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

NEW YORK, June 28, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/LCID.

Lucid Case Details

The Complaint allegs that throughout the Class Period, Defendants failed to disclose that:
      (1)   a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity;
      (2)   the foregoing was likely to, and did, have a material negative impact on the Company’s business and financial results;
      (3)   accordingly, the defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and
      (4)   as a result, defendants’ public statements were materially false and misleading at all relevant times.

What's Next for Lucid Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/LCID. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Lucid you have until July 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Lucid Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Lucid Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

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