Track market-moving stories before they get noisy

The structural news on Marvell was not Mr. Jensen Huang's trillion-dollar comment on June 2. It was the $5 billion FY27 guide raise disclosed six days earlier. Marvell now guides to roughly $11.5B in revenue in FY27 (40% YoY) and $16.5B in FY28 (45%), with interconnect growth raised from 50% to over 70% YoY. The upside case rests on the dual engine of custom silicon (Trainium, Maia, Meta DPU, Google Axion) and optical interconnect. Most AI infrastructure names get one. Marvell gets both.

Bitcoin briefly dipped below $60,000 during the final week of June before buyers stepped in, capping a turbulent seven days driven almost entirely by macroeconomic forces rather than anything crypto-native. As of the latest data, Bitcoin trades at $59,873, Ethereum at $1,564, XRP at $1.04, and Solana at $70.37.

What Drove the Selloff

Expectations of higher interest rates for longer, a stronger US dollar, continued ETF outflows, and broad deleveraging across derivatives markets combined to push the market lower. More than $1 billion in long liquidations amplified the move, a reminder of how leverage continues to magnify short-term price action.

Where Each Asset Landed

Bitcoin’s decline found buyers at levels historically associated with long-term accumulation zones, which Avinash Shekhar, Co-founder and CEO of Pi42, described as the more significant signal from the week. “What stands out is not the decline itself but where it found support,” he said in an interview with Coinpedia.

Ethereum underperformed the broader market, sliding 9.84% on the week to $1,564. XRP showed relative resilience, losing less ground than most major altcoins and ending the week at $1.04, supported by sustained institutional interest tied to spot ETF product growth. Solana held up comparatively well at $70.37, reflecting continued confidence in its ecosystem’s development activity. Dogecoin dropped but remained reactive, ending down 11.97% on the week at $0.073, consistent with its history of quick responses to sentiment shifts.

Capital Is Becoming Selective

Shekhar identified a broader structural shift in how money is moving through the market. “Capital is becoming increasingly selective,” he said. “Rather than moving uniformly across the market, investors are differentiating between assets based on liquidity, institutional participation and ecosystem fundamentals. This marks a notable shift from previous market cycles, where momentum alone often drove broad-based rallies.”

Bitcoin ETFs recorded $1.79 billion in weekly outflows, the second-largest weekly sell-off since their launch. Combined unrealised losses for Michael Saylor and Tom Lee reached $24.5 billion during the week, according to on-chain tracking.

What Comes Next

Shekhar said the next directional move for digital assets will likely be determined by institutional flow data, macroeconomic readings, and monetary policy signals. A recovery in ETF inflows, easing inflation, and improved global liquidity conditions could lay the foundation for renewed momentum. Until those conditions change, he expects markets to remain range-bound with heightened sensitivity to economic data.

“The broader picture, however, remains constructive,” Shekhar said. “Institutional adoption, blockchain infrastructure development and real-world use cases continue to expand despite near-term volatility. Periods of consolidation are increasingly becoming opportunities for stronger fundamentals to emerge.”

Story Ends Here

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According to GMGN data, Solana ecosystem meme coin ANSEM briefly hit a market cap of over $78 million before pulling back to $74 million. It has seen a 356x price surge in 24 hours, with 24-hour trading volume reaching $49.4 million. Today, crypto KOL Ansem announced on social media that, due to Pump.fun’s refusal to distribute airdrops, he is issuing a “stimmy” (stimulus fund) to “the trenches” — a term referring to on-chain meme coin traders. As of press time, Ansem has been posting buy calls continuously to stoke community sentiment. BlockBeats reminds users: Most meme coins lack real-world use cases and are highly volatile; please protect your assets and avoid FOMO.

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Bank of America: There are three key thresholds for US stocks to trigger a full-scale risk-off move this summer; none of the conditions have been triggered yet, but relevant signals are accumulating.

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Serenity: Automotive and robotics supply chains are converging, positioning Germany’s Schaeffler – a key player in core components – for a pricing revaluation.

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Chiliz (CHZ), the cryptocurrency known for powering sports and entertainment blockchain projects, appears to be caught in a narrowing trading range as technical indicators flag a potentially decisive region ahead. According to prominent market watcher Crypto With Gopal, after retesting an ascending wedge pattern, CHZ has stabilized within a symmetrical triangle formation—often a sign that the tug-of-war between buyers and sellers is intensifying.

Critical short-term resistance zone under scrutinyOn the five-hour CHZ/USDT chart, the price came under downward pressure after being rejected around the $0.0200 mark. The formation of lower highs suggests that selling pressure remains strong. Previously, CHZ broke down from a descending triangle, falling as low as $0.0170.

CHZ is currently testing the resistance zone between $0.0180 and $0.0182. A breakout above this range on strong trading volume could signal a shift in the short-term outlook.

Following recent lows, renewed buying interest has prevented a deeper decline, helping CHZ form a temporary bottom. The subsequent rebound evolved into an ascending wedge—typically associated with weakening upward momentum and the risk of a downside break.

As CHZ nears the upper band of its current formation, the crucial $0.0180–$0.0182 resistance area is under pressure. The symmetrical triangle, a classic technical pattern, signals that price action is squeezed into a tightening range that often precedes a breakout.

Mini glossary: A symmetrical triangle occurs when price swings become confined, with buyers and sellers reaching a temporary balance. In an ascending wedge, although prices move up, momentum may weaken, raising the risk of a downward breakout.

If resistance is broken with significant volume, short sellers are expected to close their positions as new buyers step in, potentially driving the price toward $0.0210. Such a move represents a possible 15% to 20% upside from current levels. However, if no breakout occurs and the ascending wedge structure fails to hold, attention could quickly shift back to the $0.0170 and then $0.0160 support levels.

LevelSignificance$0.0180–$0.0182Short-term resistance zone$0.0210Target if breakout occurs$0.0170First support on downside$0.0160Deeper pullback targetPotential for long-term recovery discussedChiliz has made its mark as a crypto asset focused on sports and entertainment ecosystems. However, another market analyst notes that CHZ has been in a downtrend for nearly four years—a factor that has weighed on investor interest.

Even so, in the long-term view, the $0.14, $0.30, and $0.66 levels are being monitored as major thresholds. The analysis suggests CHZ is hovering close to an accumulation zone that in the past has preceded notable price surges.

A potential move back to the $0.14 level in the long-term outlook would mark a significant recovery from current prices, while any movement above $0.30 could trigger a shift in broader market sentiment.

Analysts remark that should the overall cryptocurrency market enter a new rally phase, discussion around the previous $0.66 peak for CHZ could resurface. However, whether this scenario materializes will hinge not just on CHZ’s technical setup but on the wider market’s risk appetite.

In summary, Chiliz is at a critical crossroads both technically and sentiment-wise, with its immediate price action set to be determined by the contest between bulls and bears at key resistance and support levels. A decisive breakout or breakdown could pave the way for new trends in the weeks ahead.

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.

Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock directly. Such is the case with Intel and Nebius, whose stocks have gained around 480% and 410%, respectively, over the last year.

Fortunately, these are not the only stocks in Nvidia's portfolio. Thanks to key partnerships, CoreWeave (CRWV 2.27%) and Nokia (NOK 7.26%) have begun moving higher. Here's why these stocks are on track to be the next big winners in Nvidia's portfolio.

Image source: Getty Images.

CoreWeave CoreWeave competes in the neocloud space. Its backlog is booming, as it has attracted more than $99 billion in contracts. Much of that gain has likely come from its Nvidia partnership, which has given it a key competitive advantage. Consequently, it is the first cloud provider to incorporate Nvidia's Vera Rubin NVL72 platform within its ecosystem.

Now, CoreWeave's growth is a testament to the popularity of its cloud and the struggles to keep up with demand. In the first quarter of 2026, revenue of almost $2.1 billion rose 112% from year-ago levels. Although it is robust growth, it is a slowdown from the 167% increase in 2025.

Amid that growth, it lost $740 million in Q1, up from $315 million in the same quarter last year. Still, that is not the stock's main challenge.

Instead, investors are increasingly concerned by the amount of cash it needs to meet this demand. In Q1, its debt levels had almost reached $25 billion, a considerable burden considering CoreWeave's $4.8 billion in book value.

Admittedly, that debt could weigh more heavily on CoreWeave stock if AI growth does not match expectations, and even now, it may be one reason CoreWeave stock is down by more than 40% over the last year. However, since its backlog went from $67 billion to $99 billion in one quarter, it continues to benefit from robust AI growth.

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Still, the stock is up more than 40% since the beginning of the year, and it trades at a price-to-sales (P/S) ratio of 8. While that is above the 3.6 P/S ratio average for the S&P 500, it is below many AI growth stocks that have sales multiples well into the double digits.

Hence, for investors who can stomach the risks, owning CoreWeave stock offers massive AI growth at a low valuation, meaning the stock could greatly benefit Nvidia and investors who follow in its footsteps.

Nokia Seeing Nokia in Nvidia's portfolio might surprise some investors. The one-time cellphone leader fell out of favor when the invention of the smartphone wiped out its main source of revenue.

Amid that shift, the company later pivoted into telecom equipment after buying Alcatel. Now, partnering with Nvidia has given it a more explicit competitive advantage.

Nvidia will embed its ARC-Pro processors into Nokia's 5G equipment. This will enable AI inferencing from cell towers and help to support Nvidia's CUDA software platform. Also, Nokia has become a partner in data center upgrades, as its equipment will combine switching and optical technologies with Nvidia's AI-driven platforms.

Customers could see the results of this soon. Both T-Mobile and French telco Orange are working with Nokia and Nvidia to add this functionality. Also, the two companies will work together to make this AI functionality a part of the upcoming 6G cellular technology in the coming years.

Admittedly, this partnership has yet to meaningfully boost Nokia's financials. In Q1, its 4.5 billion euros ($5.1 billion) in revenue rose by only 2% over the previous year. Also, the 2025 revenue growth of 3% was only marginally better.

Its Q1 profit of 295 million euros ($335 million) rose 93% year over year, mostly because of 126 million euros in financial income. That stands in contrast to the 49% decline in profit in 2025, driven by lower operating margins.

Nonetheless, Nokia's stock is up approximately 170% over the last year, likely driven by speculation about its future.

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Additionally, investors should probably approach its valuation with some perspective. The P/E ratio of around 86 is probably a product of a pullback in profits and the rising stock price.

Fortunately, the forward P/E of 34 implies that investors may still have time to buy Nokia. As Nokia supports Nvidia's AI functionality within the telecom space, the tech stock could be in for its best performance in decades.

The efficiency and speed of automating workflows with artificial intelligence (AI) agents have triggered a massive surge in enterprise spending in 2026. Morgan Stanley expects new global data center construction costs to total nearly $3 trillion through 2028.

If the AI data center build-out is still in the early innings, investors could potentially build tremendous wealth with leading AI companies over the next 20 years. Here's why Arm Holdings (ARM 3.87%), IREN (IREN 0.78%), and Nvidia (NVDA 1.42%) are excellent candidates.

Image source: Getty Images.

1. Arm Holdings Arm is one of the leading chip designers. Its architecture is found in virtually every smartphone, and it has a huge opportunity to supply core technology for data centers.

The latest results show why the stock is surging higher in 2026. Revenue hit a record $1.49 billion last quarter, up 20% year over year. An attractive feature of the business is that it earns royalties on every chip shipped using its architecture, making Arm highly profitable.

Demand for Arm's energy-efficient chips should continue to grow as AI models become smarter, requiring more compute capacity, which is already in short supply. Leading tech companies, including some of the "Magnificent Seven," are using Arm-based chips in their AI compute systems.

Management expects Arm to hold the largest share of data center central processing units (CPUs) by the end of the decade, driven by its superior energy efficiency and rising core counts in new CPU designs. That should lift data center royalty revenue, which is on pace to double again over the next year.

Top semiconductor companies already trade at trillion-plus market caps -- but not Arm. It looks expensive on a price-to-earnings basis, but given the growing demand for Arm-based chips, it seems on course to eventually join the trillion-dollar club. Its current $380 billion market cap looks modest compared with what it may be worth in the coming decades, as data centers grow and use more chips to handle future AI workloads.

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2. IREN Growing AI adoption is creating a shortage in data center capacity. IREN is emerging as one of the best-in-class data center builders. The stock has soared 385% over the past year, yet it still trades at a relatively low market cap of about $18 billion. For a company with a growing portfolio of 5 gigawatts of grid-connected power, that valuation may undervalue its long-term growth in an AI-driven economy.

IREN has already signed two long-term cloud contracts with Microsoft and Nvidia. It's on track to bring 480 megawatts of new capacity online this year, and management expects to finish 2026 with $4.4 billion in annualized revenue.

It's also planning data centers in Spain and Australia, showing expansion potential beyond North America. The company's market cap seems to fairly value the multibillion-dollar contracts with Microsoft and Nvidia but is placing no value on its future data center pipeline, especially overseas.

In a world short on compute, IREN's power portfolio could become more valuable over time. Management is developing a blueprint for repeatable, fast processes to build new data centers. It does everything in-house, including construction and design. It's expected to have over 1.2 gigawatts of its power portfolio online in 2027, and management anticipates this accelerating over time.

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3. Nvidia As investors pursue opportunities in CPUs, XPUs, and memory, Nvidia's valuation has compressed, creating an attractive entry point for a new investment. Its data center revenue nearly doubled last quarter, as shipments of its chip systems remain robust, and the upcoming Vera Rubin platform points to continued momentum.

CEO Jensen Huang is a visionary leader worth backing. Just nine years ago, gaming GPUs drove most of Nvidia's revenue. Huang's ability to identify new markets where GPUs matter is a core reason to buy and hold the stock for the long haul.

Case in point: Nvidia's growing CPU business. The new Vera CPUs are on track to reach $20 billion in revenue this year, more than a third of Intel's revenue. Demand is expected to be robust for Nvidia's next-generation Vera Rubin platform, which uses multiple chip types to power agentic AI workloads. This is a key catalyst for growth heading into next year, with analysts expecting total revenue to rise 81% this year to $391 billion.

The chip industry is fiercely competitive, so Nvidia has to stay on the cutting edge to keep growing. But it has the leadership and significant resources to be a leading AI hardware supplier for the long term, yet the stock trades at just 22 times this year's earnings estimate.

Pfizer's (PFE +2.62%) shares have lost more than 50% of their value since late 2021 due to poor financial results. The company has tried to bounce back. Notably, it has expanded its pipeline through acquisitions, the most expensive one of which was its $43 billion buyout of Seagen, a cancer-focused drugmaker, in 2023. However, recent developments may suggest to some that Pfizer's efforts to turn things around are not going to work, and the stock may continue moving south.

Image source: The Motley Fool.

A clinical trial flop and a leadership shake-up One of the promising candidates Pfizer got access to through its acquisition of Seagen was sigvotatug vedotin, an investigational medicine for non-small cell lung cancer (NSCLC), one of the leading causes of cancer death in the world. This is a large market that could help Pfizer generate billions of dollars annually, provided it can gain a foothold in it with this therapy. Unfortunately, that now seems unlikely to happen.

Pfizer recently reported that in a phase 3 clinical trial in previously treated NSCLC patients, sigvotatug vedotin failed to show a statistically significant improvement in overall survival, a key endpoint in cancer clinical studies. In the trial, the medicine was pitted against docetaxel, a chemotherapy medication. These results make it unlikely that sigvotatug vedotin will make significant headway in this narrow indication.

Further, there was more negative news for Pfizer recently. On June 18, the pharmaceutical giant announced that its CFO, Dave Denton, would leave the company on Aug. 15. The market is sometimes wary of leadership changes, especially for a company that has been struggling as much as Pfizer has in recent years. It's also worth noting that the drugmaker will face even more challenges ahead. Pfizer's anticoagulant, Eliquis, one of its best-selling drugs, will lose patent exclusivity by the end of the decade. With all that going on, is it time to give up on Pfizer?

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Focus on the long-term It's a bit premature to definitively say that Pfizer's blockbuster acquisition of Seagen was a waste of money. After all, the company is already benefiting from some of the products the buyout added to its portfolio. For instance, Padcev, a medicine for bladder cancer, is currently an important growth driver for Pfizer. In the first quarter, sales from this therapy totaled $591 million, up 39% year over year. There are also other clinical trial candidates that Pfizer inherited from Seagen that could make significant headway in the next few years.

Elsewhere, Pfizer has other attractive pipeline products that may also help it rebound. The company's work in the weight-loss market finally got a boost -- also thanks to an acquisition -- after several internally developed products went nowhere. Pfizer's GLP-1, MET-097i, showed strong results in phase 2 studies and could eventually become an important medicine in this category. The drugmaker boasts other candidates in areas such as immunology, vaccines, and more.

And some of its newer approvals, such as Abrysvo, a respiratory syncytial virus vaccine, are also performing well. Lastly, Pfizer is a solid dividend stock, with a juicy forward yield of 7.3%. All these factors make the stock attractive, and the CFO change shouldn't alter its prospects much. Pfizer may not bounce back immediately, but the stock could eventually do so as it advances through clinical and regulatory milestones over the next five years. That's why its shares are still a buy.

Certain stocks possess such durable fundamentals and crucial roles in the global economy that you can buy them without worrying about short-term market noise. These companies have spent decades building competitive moats that are nearly impossible for rivals to cross, making them ideal long-term anchor positions.

Here are three such stocks to consider for your portfolio right now.

Image source. Getty Images.

1. Procter & Gamble Procter & Gamble (PG +0.75%) operates as the ultimate defensive anchor, with its portfolio of daily essential brands like Tide, Gillette, and Pampers. Because consumers trust these brands regardless of the economy, the business generates very stable revenue.

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The company recently extended its legendary capital return history, marking its 70th consecutive year of annual dividend increases, and has faithfully paid a dividend for 136 years in a row. Its payout is supported by an efficient operation that generates steady free cash flow, allowing Procter & Gamble to maintain a dividend payout ratio of around 60%. The stock yields around 3%.

Even during periods of high raw-material inflation, the company's intense brand equity provides strong pricing power, allowing it to lift prices without significant customer churn. Net sales rose 7% in the recent quarter (ended March 31) to $21 billion, a healthy rate for a company at this level of maturity.

2. Enbridge Enbridge (ENB +0.09%) is a premier choice for income investors, with a high yield of 5%. It operates an infrastructure network that acts as the energy pipeline backbone of North America. The company transports roughly 30% of the crude oil produced in North America and about 20% of the natural gas consumed in the U.S. 

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This mission-critical utility setup has allowed Enbridge to achieve its financial guidance for 20 consecutive years. The company stands out due to its predictable, low-risk business framework, where roughly 98% of its core earnings are generated from long-term, inflation-protected, or cost-of-service contracts.

Management recently raised its cash distribution, for a 31-year streak of consecutive annual dividend increases. Because energy must flow through its pipelines regardless of shifting interest rates or political cycles, the business functions as a highly insulated, high-yield utility with steady long-term compounding.

3. Realty Income Realty Income (O +1.85%) provides a consistent income stream by cutting a dividend check to shareholders every single month, and it yields more than 5%. It operates as a real estate investment trust (REIT) that owns thousands of freestanding commercial properties. These locations are leased out under long-term agreements to resilient, recession-proof corporate tenants like 7-Eleven, Dollar General, and Walmart.

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The core strength of the business model relies on its strict use of triple-net leases. Under this framework, the commercial tenant assumes responsibility for all property operating expenses, including maintenance, insurance, and real estate taxes, which eliminates variable overhead inflation for the trust.

Realty Income recently celebrated an impressive operational milestone, declaring its 135th consecutive monthly dividend increase. By passing on its highly predictable retail rent collections directly to investors, the company offers an easy way to own high-quality real estate without any landlord headaches.

Since its historic initial public offering (IPO) on June 12, 2026, the market cap of Space Exploration Technologies (SPCX +0.15%), commonly known as SpaceX, has ranked the space technology pioneer among the top 10 largest companies trading on U.S. stock exchanges.

However, that statement doesn't tell the full story. SpaceX's market cap has consistently been greater than Micron Technologies (MU 6.59%) and Advanced Micro Devices (AMD 1.48%) combined. Does that make sense? Is SpaceX really worth more than the sum of these two tech companies' valuations?

Image source: Getty Images.

Playing devil's advocate Allow me to play devil's advocate first. There is a case to be made that SpaceX truly is worth more than Micron and AMD combined. It could even be worth much more than these two companies together.

Exhibit A for this argument is SpaceX's total addressable market (TAM). The company believes that its TAM is a whopping $28.5 trillion, the largest in human history. I don't think Micron's and AMD's combined TAMs come anywhere close to touching that number.

To be sure, SpaceX's current businesses don't justify such a lofty market potential. However, it's not unrealistic to speculate that SpaceX could open up massive new markets that don't even exist today. For example, the company wants to build data centers in space. It wants to manufacture products on the Moon and Mars. It hopes to mine asteroids.

Exhibit B is the three companies' respective market positions. SpaceX dominates the global launch market. Its Starlink unit has a huge head start in the fast-growing satellite internet services market. Artificial intelligence (AI) business xAI continues to score multibillion-dollar deals with AI giants, including Anthropic and Alphabet's (GOOG 2.19%) (GOOGL 1.73%) Google Cloud.

Meanwhile, Micron is one of three major suppliers of memory chips. Despite its tremendous success, AMD plays second fiddle to Nvidia (NVDA 1.42%) in the AI chip market. Neither company stands out as the leader in its respective market the way SpaceX does. And while Micron remains a cyclical stock, there's little concern about cyclicality with SpaceX's businesses.

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Cold, hard facts Now for some cold, hard facts that work against the view that SpaceX is really worth more than Micron and AMD combined. Let's start with the numbers.

SpaceX generated revenue of $18.7 billion last year, up 33% year over year. In the first quarter of 2026, the company's revenue rose by only 15% year over year to $4.7 billion. Meanwhile, Micron's revenue for its fiscal second quarter (which ended Feb. 26, 2026) soared 75% year over year to $23.9 billion. AMD's 2026 Q1 revenue jumped 38% year over year to roughly $10.3 billion.

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Micron and AMD aren't just beating SpaceX on the top line. Both companies delivered strong profits in their latest quarters with sizzling growth. SpaceX, however, posted a net loss of $4.3 billion, reflecting significant bottom-line deterioration compared to the prior year period.

While Micron's and AMD's TAMs may not stack up to SpaceX's huge estimated TAM, they have realistic growth prospects. Micron's high-bandwidth memory (HBM) is a critical component of AI data centers. AMD continues to make inroads in the AI infrastructure market.

We can't ignore SpaceX's governance issues, either. Elon Musk controls over 80% of the company's voting power. If Musk wants SpaceX to move in a direction that's not beneficial to other shareholders, he can do so. That isn't the case with Micron or AMD.

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So, is SpaceX really worth more than Micron and AMD combined? I think the unvarnished truth is no -- at least not right now.

Importantly, though, the answer could be different 10 to 20 years from now. Technological changes could leave Micron and AMD in the dust, while SpaceX flourishes. If SpaceX unlocks new $1 trillion-plus industries, its current valuation could one day look like a bargain.

Still, SpaceX is a metaphorical and literal moonshot for investors. Its grandiose vision may not be realized. In today's real world, I think both Micron and AMD are better picks for investors with their feet on the ground.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RYN over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

BMI Investors Have Opportunity to Lead Badger Meter, Inc. Securities Fraud Lawsuit PR Newswire NEW YORK, June 27

HomeDividends AnalysisDividend IdeasConsumer 

SummaryBath & Body Works remains a Strong Buy, with valuation deeply discounted relative to robust fundamentals and significant growth potential.BBWI's Q1 beat, resilient free cash flow guidance ($600M for 2026), and cost savings initiatives highlight operational strength amid macro headwinds.Expansion into Ulta Beauty stores and Amazon, alongside international growth, positions BBWI for long-term upside despite near-term consumer pressure.Balance sheet improvements, debt reduction, and a 3.5% dividend yield further support the investment case, with intrinsic value estimated well above current levels even under conservative assumptions.M. Suhail/iStock Editorial via Getty Images

Introduction Back when I last covered Bath & Body Works (BBWI), I upgraded them to a Strong Buy rating, highlighting their robust Q4 beat and attractive valuation, while they expect solid FCF in 2026

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BBWI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

[url="]The Schall Law Firm[/url], a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Futu Holdings Limited (“

The Google logo is pictured at the entrance to the Google offices in London, Britain January 18, 2019. REUTERS/Hannah McKay/File Photo Purchase Licensing Rights, opens new tab

June 28 (Reuters) - Google has put limits on Meta’s (META.O), opens new tab use of its Gemini AI ​models after the social media company sought more ‌computing capacity than the rival tech group could provide, the Financial Times reported on Sunday.

Google, owned by Alphabet (GOOGL.O), opens new tab, told Meta around March ​it could not meet the full Gemini capacity the ​company had sought to purchase, the newspaper said, ⁠adding that the shortfall disrupted and delayed some of ​Meta’s internal AI projects.

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Several other Google clients have also been ​affected, though to a lesser extent, according to the report. Meta has been particularly impacted due to its exceptionally high demand for Google’s ​models, the FT said.

Reuters could not immediately verify the ​report, which cited people familiar with the matter. Google and Meta did ‌not ⁠immediately respond to requests for comment outside business hours.

Due to the restrictions, Meta has encouraged staff to be more efficient with AI tokens, the units that measure AI usage, ​the FT report ​said.

Even as ⁠companies continue to spend billions on chips and data centres, they are still struggling to ​secure enough computing power to support the growing ​demand ⁠for AI services.

Revenue at Google Cloud grew to $20 billion in the first quarter ended March, but CEO Sundar Pichai said computing ⁠power ​constraints prevented even higher growth and ​contributed to the cloud unit's backlog nearly doubling quarter on quarter.

Reporting by Abu ​Sultan in Bengaluru; Editing by William Mallard and Sonali Paul

Our Standards: The Thomson Reuters Trust Principles., opens new tab

The SpaceX IPO Lifted the Whole Space Economy -- Including the Public Companies Building the Road Back to the Moon PR Newswire

PANews June 28 news, according to the latest daily trading disclosure released by ARK Invest, the Cathie Wood-led ARK Invest spent $25.54 million on June 26 (this Friday) to buy shares of Coinbase, SpaceX, Circle, Bullish, and Robinhood. Among them, it bought $10.19 million worth of Coinbase shares (68,366 shares); $7.01 million worth of SpaceX shares; and $5.79 million worth of Circle shares.

In this article

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SPX

Conagra Brands’ new CEO inherits slowing growth, heavy debt and the S&P 500’s highest dividend yield, leaving investors increasingly focused on whether the payout will be cut. (Dreamstime)

For dividend-hungry investors, Conagra Brands 10% yield looks enticing. But trimming the payout may be a key part of the new CEO’s turnaround plan.

Tesla (TSLA +1.38%) and Elon Musk are making a big push to expand beyond electric vehicles (EVs). The company recently completed a tape-out for its upcoming AI5 computer chip, which will be deployed in new projects such as the Optimus humanoid robot.

Here's what the news means for Tesla and how it could impact the stock price in the years ahead.

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Expanding beyond vehicles A tape-out is when a computer chip design is sent to manufacturers for fabrication, essentially a final blueprint for the project. The AI5 chip has been sent to Samsung and Taiwan Semiconductor, with manufacturing planned to ramp over the next 12 to 18 months.

Tesla's latest chip boasts a 40x performance boost over the previous generation, and its goal is to help scale the two latest endeavors for the Musk technology company in humanoid robots and the Cybercab self-driving vehicle. Unlike other players in the robotics and self-driving car space, Tesla has designed its own chips, which should give it a cost advantage over those that rely on expensive suppliers like Nvidia.

In the long run, Tesla plans to build its own semiconductor manufacturing facility to further vertically integrate its robotics and artificial intelligence (AI) vision. The project, called Terrafab, will be built in Texas in conjunction with Space Exploration Technologies (SpaceX) and Intel. Like with its own chip designs, the theory is that this vertical integration will give Tesla a cost advantage as it scales up humanoid robot manufacturing in the years ahead.

Image source: Getty Images.

The future of Tesla stock Tesla is already working on designs for the AI6, which is reportedly being manufactured by Samsung. If you solely look at Musk's vision, there is a lot for shareholders to be excited about today. Who wouldn't want a future in which humanoid robots perform menial tasks, with everyone driven around by a self-driving Cybercab network?

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This vision is far from a reality right now. Plus, Tesla's stock already prices in much of this vision, which isn't guaranteed to come to fruition. Its market cap is $1.4 trillion, with a price-to-earnings ratio (P/E) of 348. 

It is smart for Tesla to design its own chips and eventually build its own chip factories. However, many pieces still need to come together over the next decade, and executing the humanoid robot vision should keep investors away from the stock at today's $1.4 trillion market cap.

Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intel, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool has a disclosure policy.

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

WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Strategy Inc (NASDAQ: MSTR, STRF, STRC, STRK, STRD) resulting from allegations that Strategy may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Strategy securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/strategy-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: Rosen Law Firm is investigating potential civil securities claims.

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

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

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

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

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, New York--(Newsfile Corp. - June 27, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.

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

WHAT TO DO NEXT: To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

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

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303189

Source: The Rosen Law Firm PA

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PANews reported on June 28 that Robert Kiyosaki, author of Rich Dad Poor Dad, posted that he may have caught a market turning point. After buying gold the previous day, the gold price rose by $62, and he believes that New York Times bestselling author Jim Rickards’ prediction that gold prices will surge to $35,000 is correct.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ULTA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Broadstone Net Lease is rated a strong buy, driven by margin recovery, portfolio diversification, and an investment-grade balance sheet. BNL outperformed peers and the S&P 500 YTD, benefiting from resilient industrial and retail demand, and consistent revenue and AFFO growth. Debt/equity of 0.93, no tenant over 4% of ABR, and 1.3x dividend coverage support balance sheet strength and dividend safety.

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The RWA landscape is making staggering progress, as shown by the growth in tokenized asset value. In this respect, the leading 12 Real World Asset (RWA) platforms have reached the $26B milestone in terms of tokenized asset value while excluding stablecoins. As per the data from RWA Foundation, Securitize, Ondo, and Circle are the leading companies in this list. Subsequently, the other names on the list include Franklin Templeton, Tether Holdings, Spiko, Paxos, Centrifuge, Maple, STOKR, Libeara, and WisdomTree. 

Securitize, Ondo, and Circle Lead Top Twelve RWA Platforms Based on Tokenized Asset Value Securitize is the dominant player in the RWA sector when it comes to tokenized asset value. The platform accounts for a total amount of $4.31B. Following that, Ondo has successfully secured the 2nd position on the list, comprising a cumulative $3.68B. Additionally, in the 3rd place, Circle stands at $3.13B in its tokenized asset value.

Apart from that, another prominent name within the RWA market is Franklin Templeton. The platform has effectively claimed a total tokenized asset value of nearly $2.50B. Additionally, claiming the 5th position among the RWA platforms based on tokenized asset value, Tether Holdings sits at $2.42B. In addition to this, Spiko’s total tokenized asset value equals $1.83B.

Maple, STOKR, Libeara, and WisdomTree Bottom List The list of the key RWA platforms in line with the tokenized asset value takes into account Paxos in the 7th rank. Particularly, the project currently has a tokenized asset value of $1.82B. Additionally, Centrifuge is another noteworthy player, sitting at $1.63B. Moving on, the next notable name is Maple. Thus, keeping in view its tokenized asset value, the project is now standing at $1.42B in total.

According to the RWA Foundation’s list of the top RWA platforms, STOKR is the 10th leading player. As a result, the platform’s tokenized asset value reportedly equals $1.35B. Showing a notable difference from STOKR, Libeara has a value of almost $1.04B. Ultimately, WisdomTree is the last one among the top 12 RWA firms. So, its tokenized asset value is up to $0.80B in total.

AUTHOR

Crypto journalist with years of experience providing in-depth analysis and news on blockchain and decentralized finance. With a keen eye for detail, Shahzaib delivers insightful articles that explore the latest trends, market movements, and innovations within the crypto and blockchain ecosystem. His work focuses on educating readers while offering expert commentary on the evolving landscape of digital assets, DeFi protocols, and the broader impact of blockchain technology.

@hiFramework has closed its fourth fund at $400 million and, in doing so, pulled back the curtain on its largest crypto bets: major positions in @SkyEcosystem $SKY, @HyperliquidX $HYPE, and @Plasma $XPL.

A $400M Fund With Clear Crypto Convictions The San Francisco-based firm announced the close of fund FVIV on June 26, 2026. The fund was oversubscribed, with significant support from returning investors. Framework did not disclose its limited partners, describing them as a "predominantly institutional base anchored by an Ivy League endowment, nonprofits, sovereign wealth funds, and funds of funds."

Alongside the fundraise, the firm was explicit about where its digital asset conviction lies. Its existing portfolio includes positions in derivatives platform Hyperliquid, yield-bearing stablecoin issuer Sky, and stablecoin-focused blockchain Plasma. The firm said it will maintain its digital asset investment strategy, keep Hyperliquid, Plasma, and Sky as major portfolio holdings, and has already deployed about half of the new fund.

Beyond Crypto: AI, Robotics, and Energy The fourth fund also marks a meaningful expansion of Framework's investment mandate. Framework Ventures has raised a $400 million fourth fund to continue investing in stablecoins, tokenization, and digital assets, while also expanding into AI, robotics, energy, and fintech. The firm also promoted Rajiv Patel-O'Connor to general partner as it expands beyond its traditional crypto focus.

Framework said it has already begun deploying the fund, leading Mecka AI's $60 million Series A round and investing in distributed energy network Daylight, moves it says complement its existing digital asset portfolio.

Founded in 2019, Framework made its name as an early backer of DeFi protocols, including Aave and Chainlink, both of which have grown into dominant platforms in decentralized finance. The firm held $1.28 billion in assets under management as of December 2025, according to a filing with the Securities and Exchange Commission.

The firm says its expansion is a response to the changing focus of founders within its network and does not represent a departure from its long-standing commitment to blockchain. As Framework broadens its reach, the three tokens it has publicly flagged, $SKY, $HYPE, and $XPL, stand out as the clearest signal of where its on-chain conviction remains anchored.

Sources:
Fortune: Framework Ventures raises $400 million for fourth fund
The Block: Framework Ventures raises $400 million for fourth fund to invest across crypto, AI and robotics
Crypto Briefing: Framework Ventures closes $400 million fund amid crypto slowdown