PANews June 27 news, according to CoinDesk, Goldman Sachs has released its latest assessment of the US IPO market, pointing out that US IPOs will see a significant recovery in 2026, but market enthusiasm still falls far short of the 2000 dot-com bubble era, with AI-related financing demand serving as the core driver of this listing wave.
Data shows that in 2026, about 50 companies have already completed IPOs in the US, doubling the number year-on-year, with cumulative financing of approximately $120 billion, a scale approaching the full-year record of 2021. Goldman Sachs' chief US equity strategist Ben Snider stated that this recovery is a normal cyclical repair, with core support coming from large corporate listings and the expansion of AI industry capital expenditure.
From a horizontal comparison, over the past 25 years, US IPOs averaged about 100 per year. In 2021, the full-year total exceeded 250, and in 1999 during the internet bubble period it was close to 400. The current number of offerings does not show extreme speculative characteristics. The institution also cautioned that although the market exhibits early bubble signs such as high valuations and AI theme concentration, judging from the IPO supply dimension, the market is only undergoing a structural recovery and has not yet entered a full-blown speculative cycle.
Silver Range Resources Ltd (TSX-V:SNG, OTC:SLRRF, FRA:8SR) earlier this week provided an update on exploration activities at its Alamo gold-copper project in Arizona, where recent sampling and geophysical work has identified promising new targets for follow-up exploration.
Speaking with Proactive, chief executive officer Mike Power said the company has continued to advance the historic Alamo property, which previously produced high-grade gold and copper from narrow vein systems associated with specular hematite.
Power explained that Silver Range's exploration strategy is focused on identifying areas where multiple mineralized veins may converge, potentially creating a larger and more attractive exploration target than the individual veins historically mined.
Recent fieldwork included an expansion of the soil sampling grid, additional geophysical coverage and prospecting. The program returned encouraging results, including soil samples grading up to 1.34 grams per tonne gold and rock samples grading up to 21.8 grams per tonne gold.
Power highlighted the significance of the soil anomalies, noting that finding gold values above one gram per tonne in soil samples is relatively uncommon in the region.
In addition to the sampling results, a very low frequency (VLF) geophysical survey identified several conductive zones that appear to be associated with known mineralization. According to Power, these conductors may help pinpoint bedrock sources and structural intersections that could represent priority exploration targets.
A key near-term catalyst for investors is the company's planned induced polarization (IP) survey at Alamo. The survey is expected to provide additional subsurface information that could help refine drill targeting and improve understanding of the property's mineralized systems.
Power also discussed Silver Range's long-standing partnership with Altus, describing the royalty company as a supportive partner in project generation activities across the southwestern United States. The newly announced royalty forms part of a broader collaboration between the two groups.
Beyond Alamo, investors can expect news flow from the company's East Goldfield project. Power indicated that drill results are expected shortly and that a large IP survey is about to commence. He also said recent geological mapping has improved the company's understanding of the project and could support future exploration targeting.
With multiple exploration programs underway and several potential catalysts approaching, including geophysical surveys and drill results, Silver Range appears positioned for an active period of news flow across its portfolio.
Barnes & Noble Education reported better-than-expected preliminary FY2026 results driven by accelerating First Day Complete growth. The company declared its first-ever quarterly cash dividend of $0.08 per share. For fiscal year 2027, management expects continued improvements in profitability and free cash flow.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In FS KKR Capital To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in FS KKR Capital between May 8, 2024 and February 25, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against FS KKR Capital Corp. ("FS KKR Capital" or the "Company") (NYSE: FSK) and reminds investors of the July 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) the Company overstated the valuation of its portfolio investments and/or overstated the effectiveness of the Company's portfolio valuation process; (3) the Company overstated the durability of its quarterly distribution strategy; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding FS KKR Capital's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the FS KKR Capital Corp. class action, go to www.faruqilaw.com/FSK or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the FS KKR Capital Corp. Securities Class Action Lawsuit:
What is the FS KKR Capital securities fraud lawsuit about?
The FS KKR Capital securities fraud lawsuit is a federal securities class action alleging that FS KKR Capital Corp. (NYSE: FSK) and its executives made false and misleading statements to investors by overstating the effectiveness of its portfolio restructuring efforts for nonaccrual companies, overstating the valuation of its portfolio investments, and overstating the durability of its quarterly distribution strategy. As the truth emerged through a series of disclosures — including an August 6, 2025 report revealing a 6.2% decline in net asset value, a $474 million drop in total fair value of investments, and a loss per share of negative $0.75, followed by a February 25, 2026 announcement of further NAV deterioration, an additional $406 million decline in investment fair value, a dividend cut from $0.70 to $0.48 per share, and an acknowledgment that identified problem companies accounted for only 50% of net realized and unrealized losses — FSK's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the FS KKR Capital class action lawsuit?
Investors who purchased or acquired FS KKR Capital Corp. (FSK) stock between May 8, 2024 and February 25, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the FS KKR Capital securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former FS KKR Capital employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the FS KKR Capital lawsuit?
A lead plaintiff in the FS KKR Capital class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any FS KKR Capital investor who purchased FSK stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 3, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased FS KKR Capital stock during the Class Period?
Investors who purchased FS KKR Capital Corp. (FSK) stock between May 8, 2024 and February 25, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the FS KKR Capital securities class action is July 3, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/FSK for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303040
Source: Faruqi & Faruqi LLP
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If there's a problem with bull markets, it's that pullbacks can be hard to come by. Compounding that issue is that "weak" is a subjective term for many investors. For some market participants, a stock faltering 2% or 3% over just a few days is inviting. For others, that's not enough retrenchment.
If the stocks in question are quality names already in strong uptrends, waiting on deep pullbacks may be a fool's errand. So with some stocks, getting in the game on modest pullbacks may be the best course of action. That gets me to a pair of industrial stocks I'm eyeing that have traded slightly lower in recent days.
These two industrial stocks pulled back slightly and it might be time to get involved. Image source: Getty Images.
The blue chip stocks I'm talking about are Canadian National Railway (CNI +0.22%) and Johnson Controls (JCI 4.87%). These aren't the most popular industrial stocks on the market, but their modest pullbacks may be invitations to get involved.
Working on the railroad Relative to a 17.3% year-to-date gain, Canadian National's 1.5% decline for the week ending June 24 is modest and not a cause for alarm. Investors considering this railroad stock as a long-term position may be gambling if they wait for a deeper retreat or a correction to emerge because this is a fundamentally sturdy company.
Broadly speaking, railroads are impressive cash-flow generators, and this Canadian operator lives up to that standard, having generated high-teens cash flow as a percentage of revenue over the past decade. Another point in favor of Canadian National is its enviable geography, a crucial consideration for investors evaluating railroad equities.
The company controls a 19,500-mile network in North America that spans both coasts of its namesake country, running from the Canada/U.S. border down to the Gulf Coast. It also has a monopoly over Canada's port of Prince Rupert, which catalyzes intermodal growth.
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Adding to the buy thesis on Canadian National is an efficient operating model. Last year, revenue was pinched by $350 million due to U.S. trade tariffs, but the company still managed to grow earnings per share by 7%.
There's more encouraging news. Spending is poised to decline by $500 million, and Canadian National is a dedicated buyer of its own shares, confirming management sees value in the stock today and the potential for long-term appreciation.
Another backdoor AI play Like Canadian National, Johnson Controls is an industrial that's recently experienced mild weakness, though it remains in a strong uptrend. Down 1.6% over the past week, shares of the building systems company are up 19.3% this year.
To be sure, Johnson Controls is not a tech stock, but I'm keeping tabs on this industrial company due to its exposure to artificial intelligence (AI). On that note, a little backstory is helpful. This company was founded in 1885 and made its name in building controls, fire detection, heating, ventilation, and air conditioning (HVAC). None of that sounds glamorous, but guess what? Those products and services are important to hyperscalers and data center operators.
Investors may view Johnson Controls as a hot-or-cold play. Hot because some members of the sell-side community believe the company could unlock shareholder value by selling or spinning off its fire and security unit. Cold because it's the company's prowess in cooling systems that's relevant in the data center realm.
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Johnson Controls has already shown a willingness to "purify" its portfolio by shedding some businesses. It parted with its industrial HVAC and Mexican security units last year. It remains to be seen if similar moves are made over the near term, but the company's enhanced focus on data centers is paying off; data centers are driving the bulk of the industrial's order growth in the Americas.
Johnson Controls' data center exposure contributes to a $20 billion backlog and is one of the primary reasons why management lifted 2026 earnings-per-share guidance to $4.85 from $4.55. Count those among the reasons to consider this industrial stock.
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An exclusive look inside GE Vernova's largest gas turbine plant in Greenville, South Carolina, offers fresh evidence that the artificial intelligence boom is going strong.
Inside, engineers are working alongside factory workers to speed up production of this complex machine. The company hired 200 workers last year, and 300 more are expected to start working at this factory by the end of the year.
Fueling the growth is AI.
Hyperscalers — companies like Amazon, Google, Microsoft and Oracle — are lining up to buy the company's gas turbines. With AI data centers requiring a considerable amount of energy and bottlenecks in the grid emerging, these companies are increasingly relying on standalone energy sources, like gas turbines.
"Right now, when you need power at scale and you need firm power, the industrial gas turbine is one of the leading solutions for that," Pablo Koziner, chief commercial and operations officer at GE Vernova, told CNBC.
The AI opportunity is prompting leaders from OpenAI and other companies to gain a deeper understanding of industrial design and power generation.
Executives from nearly every major hyperscaler have walked the floor of the factory, according to a person familiar with the visits, who asked not to be named because the details are not public.
Read more CNBC tech newsOracle stock has worst week since 2001 dot-com bust as AI financing concerns escalateOpenAI hasn't held pre-IPO investor meetings or set timeline yet, sources sayOpenAI and Anthropic face new AI reality as users shift from 'tokenmaxxing' to efficiencyOpenAI limits new AI models to 'trusted partners' at request of U.S. governmentThe turbines are massive, at 31 feet tall and weighing 280 tons. One turbine can power roughly half a million homes.
"When we think of what the world needs for electrification and what we need to power this AI surge that we're living, a lot of that stuff comes right out of this factory," said Koziner.
Microsoft just bought seven of them to power its data center in Texas. At 2.7 gigawatts, it's enough electricity to power about 3 million homes.
GE Vernova turbines are already online at Elon Musk's xAI Colossus 1 campus in Tennessee, and nearly a gigawatt more are being deployed at OpenAI's Stargate project in Texas, according to Cleanview, an organization that tracks data center development.
Demand for these machines far outstrips supply, with the order book full through 2029. Koziner added that the company is booking more into 2030 and even 2031.
"Today, about 20% of our gas power order book is going to a data center, artificial intelligence-type of application," he said.
One turbine can cost more than $250 million, according to industry estimates. The price has soared, up 300% in the last 3 years, according to analysts at Melius. The steep rise in prices underscores why AI capital expenditure budgets continue to move up, a leading concern among tech investors.
That spending surge has been a boon for GE Vernova, with its stock gaining nearly 60% in the past six months.
Public pushback on data center development and growing environmental concerns could challenge the AI buildout.
GE Vernova said it's working on making its turbines more environmentally friendly.
"We also put a lot of time and effort into the sustainability of these machines," Koziner said. "And the turbine that you're looking at here is two times more efficient than a turbine that we would have produced 20 years ago."
On Friday, June 26, Cathie Wood’s ARK Invest upped its stake in a number of crypto-related and private market companies. It snapping up nearly $25.54 million in Coinbase, Robinhood, Circle, SpaceX and Bullish shares via various exchange-traded funds.
Cathie Wood’s ARK Invest Buys COIN, HOOD SPCX, BLSH, CRCL Stocks The biggest acquisition by quantity was Coinbase, which ARK acquired a total of 68,366 shares, per latest disclosure. The purchase was made via the ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW) and ARK Fintech Innovation ETF (ARKF). The total value of the purchases was around $10.19 million based on Coinbase stock closing price on Friday, $149.06.
ARK also enhanced its stake in SpaceX stock, which was up 45,728 shares in the four stocks it owns: ARKK, ARKQ, ARKW and ARKX. The investment was worth approximately $7.01 million at the closing price of $153.23.
At the same time, the asset manager bought 78,756 shares of Circle Internet Group in ARKK, ARKW and ARKF. The purchases totaled around $5.79 million based on Circle’s closing price of $73.57.
ARK also acquired 57,511 shares of Bullish valued at approximately $1.34 million, and 12,269 shares of Robinhood valued at approximately $1.21 million, using a closing price of $23.29 and $98.69 per share, respectively.
The five acquisitions totaled about $25.54 million. It reflects Cathie Wood’s ongoing belief in firms with digital assets ties and financial technology and AI innovation.
Recent Acquisitions In Crypto & AI Market The recent purchase comes after Cathie Wood’s ARK made a number of bullish crypto investments. The firm earlier this week bought approximately 35,023 shares in Robinhood at $3.27 million, 9,014 shares in Coinbase at $1.28 million and 3,164 shares of Circle at $217,700.
This week, ARK also bought an additional 111,799 shares of Coinbase for approximately $18 million. The company is also boosted stake in SpaceX earlier this week. At the time, it bought $32.5 million worth of SPCX stock via the combined purchase of 210,121 shares across four ETFs.
Strategy’s mNAV falls below 1, its market valuation is now lower than the value of its Bitcoin holdings.
Strategy (MSTR) has seen its modified net asset value (mNAV) fall below 1, indicating the market is currently valuing the company at less than the worth of its Bitcoin holdings. This is unusual for Michael Saylor-led Strategy. For years, investors have priced Strategy at a premium to its Bitcoin reserves, giving the company flexible access to capital when needed—a advantage Saylor and his team have leveraged heavily. Currently, Strategy’s share price has dropped to around $82, roughly 85% lower than its November 2024 all-time high, bringing its enterprise value to approximately $50.4 billion. Meanwhile, with Bitcoin trading at about $60,000, the value of Strategy’s Bitcoin holdings stands at roughly $51.1 billion. That means the market is now valuing the entire company at less than the value of its Bitcoin assets. At this valuation level, issuing new shares would be dilutive for Strategy, as the company would effectively sell equity at a discount to its underlying asset value. While this does not bar Strategy from continuing to issue new shares, raising capital at current valuations could spark more criticism. The firm’s recent Bitcoin purchases have already diluted common shareholders and drawn community backlash. Market concerns have grown that Strategy is increasingly resembling a closed-end fund rather than an operating company. Such vehicles typically trade at a premium to their underlying Bitcoin holdings when demand is strong, but can trade at persistent discounts once investor sentiment weakens. However, unlike traditional closed-end trusts, Strategy still retains multiple tools: issuing debt or equity when it is accretive, redeeming or refinancing securities, generating operating cash flow through its software business, and actively managing its capital structure.
5 minutes ago
Coinbase’s Bitcoin Premium Index has been in negative territory for 40 consecutive days, with purchasing power in the U.S. market remaining sluggish.
According to Coinglass data, Coinbase’s Bitcoin Premium Index has remained in negative premium for 40 consecutive days, currently standing at -0.1569%, reflecting sustained weak purchasing power in the U.S. market. The Coinbase Bitcoin Premium Index measures the gap between Bitcoin prices on Coinbase and the global average market price. A negative premium typically signals heavy selling pressure in the U.S. market, declining investor risk appetite, rising market risk aversion, or capital outflows.
5 minutes ago
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5 minutes ago
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According to CNBC, billionaire investor and GMO co-founder Jeremy Grantham has once again criticized bitcoin, labeling it a "useless speculative" asset with no intrinsic value, and predicting it will gradually become irrelevant over the next several years or even decades. Grantham said, "It will die out, not with a bang, but quietly." He noted that bitcoin is not a stable form of value, having halved for no clear reason even in a strong economic environment, making it unreliable as a store of value. Grantham also pointed out that gold, even after retreating from its highs over the same period, has still posted solid gains. He added that bitcoin has neither proven itself as a useful speculative asset nor delivered real-world utility. "People don't use bitcoin for serious transactions, nor do they use it to pay for dinner or supermarket groceries; its role is to let criminals transfer funds," he stated. Bitcoin has long been known for severe bear market drawdowns, having dropped at least 70% from its peak in every cycle. Currently, bitcoin is down roughly 52% from its October high, hovering around $60,000, and many investors believe the current price slump could persist for several more months.
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Cathie Wood’s ARK Invest has expanded its positions in Coinbase, SpaceX, Circle, Bullish, and Robinhood by purchasing about $25.54 million worth of shares on Friday across several of its exchange-traded funds.
Summary
Cathie Wood’s ARK Invest bought $25.54 million worth of Coinbase, SpaceX, Circle, Bullish, and Robinhood shares. Coinbase led the purchases with a $10.19 million investment, followed by $7.01 million in SpaceX and $5.79 million in Circle. The latest buys extend ARK’s recent accumulation of crypto-linked stocks as Wood continues to downplay persistent inflation concerns. According to ARK Invest’s latest daily trade disclosure, Coinbase accounted for the firm’s largest purchase by value. The investment manager bought 68,366 Coinbase shares through the ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW), and ARK Fintech Innovation ETF (ARKF). Based on the stock’s Friday closing price of $149.06, the purchase was valued at roughly $10.19 million.
SpaceX ranked second among the day’s acquisitions. Across ARKK, ARK Autonomous Technology & Robotics ETF (ARKQ), ARKW, and ARK Space Exploration & Innovation ETF (ARKX), the firm purchased 45,728 shares worth about $7.01 million using the company’s closing price of $153.23.
Circle Internet Group was another major addition. According to the disclosure, ARK acquired 78,756 Circle shares through ARKK, ARKW, and ARKF, with the purchases valued at approximately $5.79 million based on the stock’s $73.57 close.
The buying continued with smaller additions to Bullish and Robinhood. ARK purchased 57,511 Bullish shares valued at around $1.34 million and another 12,269 Robinhood shares worth about $1.21 million, using Friday’s closing prices of $23.29 and $98.69, respectively.
Latest purchases extend a week of aggressive buying The latest transactions follow several rounds of buying earlier in the week, when ARK increased its exposure to many of the same companies after their share prices declined.
As previously reported by crypto.news, the investment firm bought 9,014 Coinbase shares, 9,264 Circle shares, 9,136 Bullish shares, and 35,023 Robinhood shares after all four stocks finished Thursday’s session in negative territory. Coinbase fell 5.06%, Circle lost 3.06%, Robinhood declined 3.83%, and Bullish dropped 6.77% during that trading session.
Separately, ARK disclosed another purchase of 111,799 Coinbase shares earlier this week, valued at about $18 million. During the same period, the firm also increased its exposure to SpaceX by acquiring 210,121 shares worth roughly $32.5 million across four ETFs.
According to ARK Invest, the firm’s exchange-traded funds follow a portfolio policy that limits any individual holding to no more than 10% of a fund. As stock prices move, positions are periodically adjusted to keep allocations within those limits.
Wood continues backing crypto-linked companies despite macro concerns The latest investments also come as Wood has maintained a constructive outlook on financial markets despite growing concerns about inflation and monetary policy.
As crypto.news previously reported, Wood said investor meetings across Asia and Europe showed that many market participants expect inflation to remain persistent and believe the Federal Reserve may need to tighten policy further. She argued the data point in a different direction.
In a series of posts on X, Wood said underlying inflation is close to disappearing when measured through unit labor costs. Using first-quarter figures, she noted that U.S. productivity increased about 3% year over year while compensation per hour rose roughly 3.5%, leaving implied underlying inflation at around 0.5%.
Wood also cited data from Truflation, saying the platform’s real-time inflation gauge has fallen from about 11% in 2022 to 1.8%, while its core inflation measure has eased to 1.4%. Her comments contrast with market expectations for a possible 25-basis-point Federal Reserve rate increase in September following May’s 4.2% U.S. consumer price inflation reading.
Cathie Wood has said that rising global instability has created the conditions for another Bitcoin rally as investors increasingly look for assets that can protect wealth across borders.
Summary
Cathie Wood says capital leaving unstable countries could drive Bitcoin’s next major rally. Wood argues AI cannot replace Bitcoin’s role as a tool for protecting wealth during uncertainty. ARK Invest added $25.54 million in Coinbase, SpaceX, Circle, Bullish, and Robinhood shares. According to a June 27 X post by ARK Invest founder Cathie Wood, capital leaving economically and politically unstable countries is likely to provide fresh momentum for Bitcoin and other digital assets.
Capital outflows from less stable countries around the world will light another fire under bitcoin and other digital assets. AI has launched a technology revolution, deservedly sucking a lot of oxygen out of the investment world, but it cannot serve as the insurance policy… https://t.co/Xmtt1DnroX
— Cathie Wood (@CathieDWood) June 27, 2026 She argued that while artificial intelligence has captured investor attention and a large share of market liquidity, it cannot replace the role digital assets play during periods of uncertainty.
Bitcoin remains a hedge against global instability In her post, Wood said AI has launched a technological revolution and is attracting substantial investment, but described digital assets as a form of “insurance policy” for protecting wealth when confidence in traditional financial systems weakens.
She linked this view to growing capital outflows from less stable nations, saying those flows could “light another fire” under Bitcoin and the broader digital asset market.
Rather than competing directly, Wood suggested AI and crypto serve different purposes in today’s investment landscape. While AI companies continue drawing fresh capital because of their growth prospects, she argued that Bitcoin addresses a separate need by offering an alternative store of value that can move across borders more easily than many traditional assets.
Her comments come as investors continue weighing geopolitical tensions, inflation concerns, currency weakness in several regions, and uncertainty surrounding monetary policy. According to Wood, these conditions are increasing demand for assets that can preserve purchasing power while remaining accessible outside domestic financial systems.
The remarks also follow a post by ARK analyst Lorenzo Valente, who argued that many investors are overlooking crypto’s original purpose. Valente wrote that although the market has become increasingly institutional, digital assets should not be viewed only as risk-on investments because they continue to serve as financial protection in uncertain environments.
ARK continues adding crypto-related investments Wood’s latest comments coincide with continued buying activity across ARK Invest’s exchange-traded funds.
According to ARK Invest’s latest daily trade disclosure, the firm purchased about $25.54 million worth of shares in Coinbase, SpaceX, Circle, Bullish, and Robinhood.
Coinbase represented the largest purchase by value. ARK acquired 68,366 shares through the ARK Innovation ETF, ARK Next Generation Internet ETF, and ARK Fintech Innovation ETF. Based on Friday’s closing price of $149.06, the transaction was worth about $10.19 million.
SpaceX ranked second after ARK bought 45,728 shares through four of its ETFs, including ARKQ and ARKX, for roughly $7.01 million using the company’s closing price of $153.23.
The investment manager also added 78,756 Circle shares valued at approximately $5.79 million, alongside smaller purchases of Bullish and Robinhood shares worth around $1.34 million and $1.21 million, respectively.
The latest buying activity is consistent with Wood’s positive view on financial markets despite ongoing concerns about inflation and interest rates.
As crypto.news previously reported, she said discussions with investors across Asia and Europe indicated many expect inflation to remain persistent and believe the Federal Reserve could tighten monetary policy further. Even so, Wood argued that incoming economic data points toward a different outcome.
Kohl's was once a retail darling, carving out market share as a department store catering to the middle-income American consumer with coupons and deals that drove loyalty.
But over the past five years, Kohl's stock has lost nearly 70% of its value, plummeting as the retailer reported weak sales.
As department stores struggle to stay relevant and middle-income consumers face budget pressure, Kohl's is now trying to reinvigorate sales by leaning back into its core value proposition and investing in the store experience to ensure customers find what they need and keep coming back for more. Though Wall Street analysts believe the retailer has more work to do, investors have started to take notice: Kohl's shares have climbed more than 130% in the past year.
"For us, it's really about making sure that we are picking a lane," CEO Michael Bender told CNBC. "Sitting in the middle of the retail landscape like we do, selling the products like we do, that are admittedly more discretionary than others, means that you have to pick a lane and decide who you're serving, and that you understand that customer really, really well."
The company, which went public in 1992, saw its peak in the early 2000s as department stores gained traction around the U.S. Kohl's was known for its value, proprietary brands, coupons and Kohl's cash rewards, enjoying success along with other department store chains like Macy's and Bloomingdale's.
At its height, Kohl's commanded major market share, with its stock reaching an all-time high of $82 per share in late 2018 and the company reporting revenue of $20.23 billion for the fiscal year ended February 2019.
Kohl's 5 year chart
But soon after, the retailer began to lose traction. While department stores have broadly struggled during that time, Kohl's also faced specific issues that contributed to revenue declines.
"As a department store, they've kind of been struggling for a number of years," Chuck Grom, an analyst at Gordon Haskett, told CNBC.
Now, the company is working to stabilize its business, return to growth and win back a customer base that Bender said Kohl's never completely lost.
Losing its coreThrough changing its assortment, limiting coupon usage and leaning into off-price retail instead of proprietary brands, Kohl's "alienated" its core customers, forcing them to go elsewhere, Grom said.
Grom, who has been covering Kohl's for years, said the retailer went wrong when it leaned into being an off-price retailer.
"I think companies need to realize who their customer bases are and not try to become somebody they're not," he said. "I think too often retailers want to become what somebody else is, and that often can backfire on you."
It's a move that Bender said set Kohl's down the wrong path, leading to years of stagnant sales, declining foot traffic and "drifting" business strategies. The company saw rapid executive turnover and changes to its credit card and promotional offerings, which also came as it dealt with increased competition.
"We made some decisions where we took away categories, for example, petites and jewelry, we've spoken about that in previous earnings calls and other public discussions, those are categories, as an example, that are not substitutable," Bender said. "We stopped listening to the customer."
Kohl's paid the price. Wall Street lost confidence in the retailer, which posted quarter after quarter of slumping sales. At the same time, competitors like Walmart and T.J. Maxx were snatching up market share left behind by Kohl's, and online retailers such as Amazon were growing.
Winning over cost-conscious consumers hit by elevated inflation in recent years also became more difficult as more retailers put a premium on value.
"There always is this concern that can department stores actually grow for any meaningful period of time? There's lots of competition in terms of off-price specialty brands going direct-to-consumer," said Blake Anderson, an analyst covering Kohl's at Jefferies. "The space has really evolved over time, and I think the way that Kohl's has competed has been significantly tied to value, and so winning that customer based on value is becoming very difficult."
Sonia Lapinsky, managing director of retail at consulting firm AlixPartners, said a pressured consumer coupled with the fall of the traditional department store model meant the broader economy wasn't on Kohl's side, either.
"They're looking for options that are giving them their best bang for their buck," she said. "They want value, they want brands, they want the cheapest price they can get it. And there's a lot of compelling propositions out there from these other retailers."
Lapinsky added that priorities at Kohl's changed multiple times after the company's peak, which led in part to its decline.
"Over the years, we've seen a lot of shifting strategies at Kohl's, specifically whether they're getting into athletic and athleisure, or they're doubling down on fashion, or now they're growing private label, and it's a constant kind of shift of what the customer can expect when they walk into the store," Lapinsky told CNBC. "I think that's caused some confusion."
Turning the pageSince Bender took over as CEO in late 2025, he said he's been focused on returning to what always worked for Kohl's: proprietary brands, value, coupons and assurance customers will reliably find the products they want at the right prices.
"In those periods of time, Kohl's was known for taking care of families and making sure that there was assurance that what they were looking for, added value, was going to be available to them," Bender said. "Some of the restoration of that theme that made Kohl's great back then, we think is still relevant today. Customers want convenience."
In its most recent earnings report last month, Kohl's posted its best comparable sales growth in four years, even as it saw revenue decline. The retailer reported revenue of $3 billion, topping Wall Street estimates, and projected full-year net sales and comparable sales to be in a range of down 2% to flat.
At the time, Bender said the quarter marked Kohl's "knocking on the door of growth." The stock spiked 20% following the report.
Grom, the Gordon Haskett analyst, said he believes if Kohl's hadn't returned to its core identity, it would have been "problematic" for the retailer.
"I think their strategy actually makes a lot of sense right now," Grom said. "I think getting back to who they are is going to be important for their success."
Kohl's, which has traditionally catered to older shoppers, has also been trying to capture younger consumers, especially through its Sephora shop-in-shops, designed to draw Generation Z into the store.
Though the Sephora shops struggled slightly in the retailer's most recent quarter — with Bender saying on a call with analysts that the business "underperformed" and declined by a low-single digit percentage — it's historically delivered billions in sales and growing momentum.
"What's been a really interesting development for them is a creative use of their square feet and a way to try to drive not only sales, but new and younger customers," Anderson, the Jefferies analyst, said. "There's often some pushback on department stores, that they were established during a different generation and some of the customers do skew older, so ensuring they maintain relevancy for younger consumers is important."
Bender said the younger generation is "who we can grow with in the future," as Kohl's works to convert that customer to buy deeper in the store after coming in for Sephora.
Despite Kohl's progress, Wall Street may not be convinced yet that the company is making its return to being a household name.
In a June note, TD Cowen analysts wrote that they believe the company is "making the right strategic decisions" but rated the stock at hold due to underperformance in the apparel and footwear businesses.
"Kohl's remains a 'show-me' story, but results appear better than feared with [comparable sales]," the analysts wrote after the most recent earnings report. "We continue to view simplified promotions, rebalanced inventory and leveraging success in juniors as keys to the turnaround. On first look, progress in product and inventory is encouraging, though pressure on the core credit consumer and 'other revenue' remains a key question."
Lapinsky said because of its reputation for deals and promotions, Kohl's has to offer a strong value proposition in addition to a worthwhile in-store experience, which sets it apart from other retailers.
"They have to have a compelling product offering, they have to have the right prices, they have to have the product that consumers want to go into the store and to know that they're getting the best deal — that's really what the consumer is looking for, and that's where they've gone other places for," she said.
Lapinsky added that while Kohl's is clearly trying to improve its balance sheet and bottom line, the market will have to wait and see how it fares against rising competition as it tries to win back customers.
Still, Bender said while the signs toward recovery are encouraging, it's only the first step in a longer road into the "neighborhood" of growth.
"We have not arrived yet," Bender said. "I don't want anyone to feel like we planted that flag and said, 'We're done.' We're still in the early innings, quite honestly, but we are moving in a direction that is much more positive and aligned with a lot more clarity about the direction that we want to take the company."
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In POET Technologies To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in POET Technologies between April 1, 2026 and 08:57 AM EST on April 27, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against POET Technologies, Inc. ("POET Technologies" or the "Company") (NASDAQ: POET) and reminds investors of the June 29, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Watch our latest video highlighting the key allegations: https://youtu.be/zdxRFbToG4A
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) POET Technologies misrepresented its tax status due to it likely being deemed a passive foreign investment company (or "PFIC") under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders; (2) the foregoing tax issue would, if discovered, make POET Technologies a less attractive investment than it would otherwise be, thus threatening POET Technologies' valuation; (3) Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET Technologies' business agreements in a public interview, thus endangering POET Technologies' business prospects, and (4) as a result, defendants' statements about POET Technologies' business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
On April 27, 2026, Investing.com published an article entitled "POET Technologies stock tumbles after losing Marvell orders." The article stated that POET Technologies stock fell "after the company disclosed the cancellation of all purchase orders from Celestial AI, now owned by Marvell Semiconductor Inc. Marvell provided written notice on April 23, 2026, canceling all purchase orders, including those for initial production units first announced by POET Technologies in a press release on April 25, 2023. Marvell cited the company's disclosures of information related to the purchase orders and shipping details as violations of confidentiality obligations."
Following this news, POET Technologies' stock dropped more than 45% during intraday trading on April 27, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding POET Technologies' conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the POET Technologies class action, go to www.faruqilaw.com/POET or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the POET Technologies, Inc. Securities Class Action Lawsuit:
What is the POET Technologies securities fraud lawsuit about?
The POET Technologies securities fraud lawsuit is a federal securities class action alleging that POET Technologies, Inc. (NASDAQ: POET) and its executives made false and misleading statements to investors by misrepresenting the Company's tax status - concealing that it likely qualified as a passive foreign investment company (PFIC) under U.S. tax law, which carries negative tax implications for U.S. stockholders - and by having a Company executive publicly discuss confidential business agreements in violation of a business agreement with a key customer. As the truth emerged on April 27, 2026, when it was reported that Marvell Semiconductor had canceled all purchase orders from POET Technologies, citing the Company's unauthorized disclosures of confidential order and shipping details as violations of its confidentiality obligations, POET's stock dropped more than 45% during intraday trading, causing significant losses for investors.
Who may be eligible to participate in the POET Technologies class action lawsuit?
Investors who purchased or acquired POET Technologies, Inc. (POET) securities between April 1, 2026 and 8:57 AM EST on April 27, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the POET Technologies securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former POET Technologies employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the POET Technologies lawsuit?
A lead plaintiff in the POET Technologies class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any POET Technologies investor who purchased POET securities during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is June 29, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased POET Technologies stock during the Class Period?
Investors who purchased POET Technologies, Inc. (POET) securities between April 1, 2026 and April 27, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the POET Technologies securities class action is June 29, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/POET for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303050
Source: Faruqi & Faruqi LLP
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Most retail investors were not able to get Space Exploration Technologies (SPCX +0.15%), or SpaceX, stock at the initial public offering (IPO) price. After the $135 share offering, though, SpaceX stock opened trading at $150 per share before closing its IPO day at just under $161.
That $150 level essentially became the lowest trading price for SpaceX until it breached it this week. That's important psychologically for two reasons. Here's what it could mean going forward.
Image source: The Motley Fool.
SpaceX falls back below the $2 trillion threshold for a time That $150 share price also represents a market cap of just under $2 trillion. While several large tech companies are now worth more than $2 trillion, that level is still meaningful. It's especially notable when comparing SpaceX's financial status with that of the highly profitable big tech companies.
Yet even as the company reported a $4.9 billion loss in 2025, the stock stemmed the slide and bounced back above $150. Financial losses were driven by a massive $6.35 billion loss in its artificial intelligence (AI) segment, though. SpaceX's Starlink broadband connectivity segment was highly profitable.
Retail investors rally The recent pullback after the IPO spike represents a drop of over $500 billion in market value. Retail investors haven't been discouraged, though. SpaceX remains one of the top Reddit discussion group stock names, with bullish sentiment. But there still might be a better entry point ahead.
Lockup expirations after the IPO will inevitably bring more sellers into the market. And while the largest IPO in history has brought shareholders paper profits so far, there's no guarantee that will last. The second-largest IPO ever, Saudi Aramco, has lost money for shareholders to date, according to recent research from The Motley Fool.
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Long-term perspective The good news for investors is that Reddit boards, lockup expirations, and short-term moves are really all just noise. SpaceX has a bright future with significant potential. Starlink will have competition, but costs can be held in check thanks to the company's space launch segment. And the AI business is in growth mode, so investing for growth and experiencing losses are expected at this stage.
The recent announcement that the company issued $25 billion in bonds should serve as a reminder that it still requires capital to meet its growth plans. It will also likely report further losses when it announces its first quarterly results as a public company. Traders and short-term thinkers will probably help drive shares lower, along with early investors cashing in. That's when investors thinking about SpaceX as a long-term holding should be looking to buy.
Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Reddit. The Motley Fool has a disclosure policy.
SpaceX (SPCX +0.15%) stock suffered a huge pullback in its second full week of trading following its initial public offering on June 12. The company's share price declined 20.2% in a week of trading that saw the S&P 500 decline roughly 2%, and the Nasdaq Composite fall 4.6%.
In addition to bearish momentum for the broader market, SpaceX's valuation contracted in conjunction with fading post-IPO excitement. The company's share price closed out the week down roughly 4.8% from the $160.95 per share price it had on the day of its public debut, and the stock is now down 24% from its high.
Image source: Getty Images.
SpaceX's bullish post-IPO momentum evaporated this week By most measures, SpaceX's IPO was an enormous success. The company's share price surged above its initial listing price of $135 per share, and it still trades up 13.5% compared to that level. The tech specialist had the biggest IPO in history, and its first stock sale allowed the company to raise $85.7 billion.
On the other hand, early excitement surrounding the company's public debut clearly faded this week. Bearish momentum for the broader market tied to concerns about artificial intelligence (AI) chip stocks likely weighed on SpaceX because the company is making AI processing services a focal point of its growth strategy, and investors hoping to score more quick gains with the stock moved out of positions as positive momentum began to fade.
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What's next for SpaceX? SpaceX stock could continue to be highly volatile in the near term as the market continues to move through a price discovery phase with the equity. With a market capitalization of roughly $2.02 trillion, SpaceX is valued at approximately 108 times last year's revenue.
While the business looks poised to expand at a rapid pace, its highly growth-dependent valuation sets the stage for volatility in the face of company-specific catalysts and assessments and broader trends. With concerns about the macroeconomic picture and whether the powerful bull run for AI stocks is poised to continue, SpaceX is facing a test of valuation pressures early in its history as a publicly traded company.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
SpaceX's public listing cast Starlink Mobile as a future wireless challenger. AST SpaceMobile (NASDAQ: ASTS) is the most prominent publicly traded company pursuing the same direct-to-device satellite-broadband market.
Key Takeaways
The SpaceX IPO prospectus framed Starlink Mobile as a direct-to-smartphone service intended to compete with terrestrial mobile networks — spotlighting a market that public investors cannot access through SpaceX alone. AST SpaceMobile (NASDAQ: ASTS) is the most prominent listed company building a direct-to-device satellite-broadband network, connecting ordinary, unmodified smartphones from space. AST has reported securing over US$1.2 billion in aggregate contracted revenue commitments from partners, and is targeting 45 to 60 satellites in orbit by the end of 2026. Other listed satellite-connectivity names include Globalstar (NASDAQ: GSAT) and Viasat (NASDAQ: VSAT) — each distinct, and neither a proxy for the other. The IPO That Made Satellite-to-Phone a Headline
, /PRNewswire/ -- Equity Insider Market Commentary, When Space Exploration Technologies Corp. (SpaceX) filed to go public on the Nasdaq under the proposed ticker SPCX, the prospectus did more than reveal the financials of the world's most valuable private company. It laid out, in detail, how SpaceX intends to turn its Starlink constellation into a wireless competitor — casting Starlink Mobile as a direct-to-smartphone service designed to perform "on par with terrestrial mobile networks," with next-generation satellites slated to expand the offering beyond messaging toward full broadband and IoT connectivity. Get our free Orbital Economy Signal Brief for plain-English intelligence on the commercial-space sector, delivered as it moves.
That framing turned a once-niche idea — connecting an ordinary phone directly to a satellite, with no special hardware — into a front-page investment theme. But there is a catch for public investors: SpaceX's satellite-to-phone business is bundled inside an enormous company spanning launch, Starlink broadband, and an artificial-intelligence unit. For those seeking a focused, public-market way to play the direct-to-device race specifically, the most prominent name is not SpaceX at all. It is AST SpaceMobile.
AST SpaceMobile: The Public Pure-Play on Phones-From-Space
AST SpaceMobile (Nasdaq: ASTS), based in Midland, Texas, is building what it calls a space-based cellular broadband network designed to connect everyday, unmodified smartphones directly to its satellites — aiming to eliminate mobile "dead zones" worldwide. Where Starlink began as a fixed-broadband service using dedicated terminals, AST's entire thesis is the direct-to-device market that SpaceX's IPO filing has now thrust into the spotlight. That makes the two natural — if vastly differently sized — competitors in the same emerging category.
The company has been building both its constellation and its commercial foundation. AST reported full-year 2025 revenue of about US$70.9 million, driven by mobile-network-operator partners and the U.S. government, and said it had secured over US$1.2 billion in aggregate contracted revenue commitments from partners — a figure that speaks to the scale of carrier interest. It has also reported completing the in-orbit unfolding of BlueBird 6, which it described as the largest commercial communications array ever deployed in low Earth orbit, and has laid out a launch cadence intended to reach 45 to 60 satellites in orbit by the end of 2026.
The risk profile is equally clear, and worth stating plainly: AST is a capital-intensive, still-largely-pre-revenue business whose value depends on executing a demanding manufacturing-and-launch campaign on schedule. A successful deployment validates the model; a stumble in cadence or array deployment would do the opposite. This is a build-it-first business, and the build is far from finished.
How AST and SpaceX Actually Differ
It would be a mistake to treat AST as a miniature Starlink. The two take different technical and commercial approaches: AST partners with terrestrial mobile-network operators to extend their existing networks from space, positioning itself as a complement that carriers integrate, rather than a stand-alone consumer ISP. SpaceX, by contrast, has the advantage of owning its own launch vehicles — it flies Starlink satellites on its own Falcon 9 and Starship rockets — plus enormous scale and a head start in subscribers. AST's counter is focus and carrier alignment: it is building specifically for the direct-to-device use case in partnership with the incumbents whose customers it would serve. Which model wins, or whether both coexist, is exactly the open question the SpaceX IPO has made unavoidable. Tracking how this sector is being repriced in real time? Join the free Orbital Economy Signal Brief to follow the shifts as they happen.
The Wider Satellite-Connectivity Field
Beyond AST, a couple of listed satellite-connectivity companies help frame the landscape — each with a distinct model and risk profile, and neither a proxy for the other. Globalstar (Nasdaq: GSAT) provides mobile satellite services and wholesale capacity, reporting first-quarter 2026 revenue of about US$70.1 million, up 17% year-over-year, and has been a long-running infrastructure partner in the satellite-to-phone space. Viasat (Nasdaq: VSAT) anchors the broadband-and-connectivity end as a diversified satellite-communications operator serving aviation, government, and consumer markets. Together with AST, these names show that "satellite connectivity" spans several business models — wholesale capacity and diversified broadband — all being re-rated as the direct-to-device opportunity SpaceX highlighted draws fresh capital and attention. Each, however, will live or die on its own constellation, balance sheet, and execution.
A Note on the Broader Space Trade
One smaller name investors scanning the sector may note is Starfighters Space, Inc. (NYSE American: FJET), mentioned here for context only and not as a recommendation. The company has publicly described operating what it calls the world's only commercial fleet of flight-ready Mach 2+ supersonic F-104 aircraft from NASA's Kennedy Space Center, and in May 2026 it announced a US$17.5 million strategic equity investment led by institutional investors, with proceeds earmarked to support operational expansion and continued advancement of its STARLAUNCH platform. These are the company's own announced figures; readers should verify them in its filings.
The Bottom Line
The SpaceX IPO did more than reveal Starlink's economics — it confirmed that connecting ordinary phones directly to satellites is a market the most sophisticated player in space intends to pursue aggressively. For public investors, that validation lands not on SpaceX's sprawling franchise but on the focused names building in the same direction. AST SpaceMobile is the most prominent of them, with carrier commitments and an ambitious deployment plan — and the considerable execution risk that comes with building a constellation from scratch. The question the IPO sharpened is no longer whether satellite-to-phone is real, but who builds the winning network. The answer will come from orbit, on a schedule, over the next several years. To keep a closer eye on the launch, satellite, lunar, and space-data economy as it develops, sign up for the free Orbital Economy Signal Brief.
SIGNAL OVER NOISE
Signal over noise. Space, satellite-connectivity, and telecom headlines move fast — and the crowd often moves first. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they happen, so you see the move forming instead of reading about it later. See it at eagle-eye.dev.
CONTACT
Equity Insider
[email protected]
SOURCES
[1] Space Exploration Technologies Corp. (SpaceX), Form S-1 registration statement and Starlink Mobile disclosures (proposed Nasdaq symbol SPCX), May–June 2026, sec.gov; contemporaneous news reporting.
[2] AST SpaceMobile, Inc. (Nasdaq: ASTS), Q4 and full-year 2025 results and business update, March 2, 2026.
[3] Globalstar, Inc. (Nasdaq: GSAT), Q1 2026 financial results, May 7, 2026.
[4] Viasat, Inc. (Nasdaq: VSAT), corporate disclosures, 2026.
[5] Starfighters Space, Inc. (NYSE American: FJET), company press releases ($17.5 million strategic investment; STARLAUNCH; Kennedy Space Center operations), 2026.
DISCLAIMER
IMPORTANT — PLEASE READ: This article is editorial commentary and was NOT paid for, requested, commissioned, reviewed, or approved by any of the companies named in it, nor by Creative Direct Marketing Group ("CDMG"). No company mentioned in this article paid for or had any involvement in its preparation or publication. The disclosures that follow are provided in the interest of full transparency regarding our broader business relationships, even though they do not apply to this specific article.
Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This publication is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned and operated by Market IQ Media Group Limited, a company incorporated under the laws of Ireland ("MIQL"). As part of its ongoing business, MIQL has been paid fees by CDMG for advertising and digital media for Starfighters Space, Inc. (NYSE American: FJET) in connection with separate, paid campaigns; those paid materials are distinct from this article, which is unpaid editorial. This relationship constitutes a potential conflict of interest as to our ability to remain objective in our commentary regarding Starfighters Space, Inc., and readers are strongly encouraged not to use this publication as the basis for any investment decision. MIQL and its owner/operators do not own shares of Starfighters Space, Inc. or of any other company named in this article in connection with this piece, but reserve the right to buy and sell securities of any company mentioned at any time without further notice. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our publication is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.
FORWARD-LOOKING STATEMENTS: This publication contains forward-looking statements concerning the companies referenced and the commercial-space sector, including statements regarding the proposed initial public offering of Space Exploration Technologies Corp. ("SpaceX") and its reported terms, which are based on third-party reporting and SpaceX's own filings and remain subject to change until and unless finalized; product development, launch and mission timelines; contract awards and backlog; and broader market conditions. Forward-looking statements are not guarantees of future results and are subject to risks and uncertainties — including execution, regulatory, financing, competitive and macroeconomic risks — that could cause actual results to differ materially, as detailed in each referenced company's filings with the U.S. Securities and Exchange Commission at www.sec.gov. References to SpaceX are for thematic and contextual purposes only; SpaceX is a separate company with no affiliation to the publisher, and nothing herein is an offer to buy or sell, or a solicitation of any offer to buy or sell, securities of SpaceX or any other company. Figures attributed to named companies are drawn from those companies' public disclosures. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date made; the publisher undertakes no obligation to update or revise them except as required by applicable law.
Space Exploration Technologies (SPCX +0.15%), or SpaceX, has been a publicly traded company for seven days. Tesla (TSLA +1.38%) stock has been public for 16 years. SpaceX is the newer, shinier Elon Musk toy, and it's getting more attention from the two companies' co-CEO today.
Right now, there's one reason you might want to own SpaceX stock over Tesla. But I'm not 100% convinced this is the right choice.
Image source: Getty Images.
What to know about SpaceX SpaceX has three main areas of business, which it calls Space (old-school SpaceX), Connectivity (SpaceX's Starlink subsidiary), and AI -- the division Musk formed by merging artificial intelligence company Grok into social media company X, before he merged both those companies into SpaceX.
Of the three, Space is the best-known business and the one from which SpaceX derives its name. Starlink is the company's only profitable business, earning $4.4 billion in operating profit last year, according to the SpaceX IPO Prospectus.
SpaceX sees its brightest future in artificial intelligence; however, it predicts this division will account for $26.5 trillion of its eventual $28.5 trillion total addressable market (TAM). It's also the business where SpaceX splashed out $60 billion to acquire Cursor last week.
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What to know about Tesla Tesla is a little different. Like SpaceX, Tesla has a core business: selling electric cars. This division accounted for 86.5% of Tesla's $94.8 billion in revenue last year, according to data from S&P Global Market Intelligence.
Tesla also has an Energy Generation and Storage business -- solar power and batteries. Similar to the situation with SpaceX's Starlink vis-à-vis Space, this corollary business is arguably better than the business for which the company is best known. "Energy" at Tesla earns 30% gross profit margins -- twice as profitable as Tesla's Automotive unit!
Last and least is Tesla's robotics business, currently just a start-up that lacks its own division, though robotics is analogous to "AI" at SpaceX. According to Elon Musk, this business that barely registers today could one day be building 1 billion humanoid robots a year and lift Tesla's market value past $25 trillion.
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Both SpaceX and Tesla are very expensive stocks. Investors in both companies are betting heavily on presently unfulfilled prospects: abundant AI profits in the case of SpaceX, and 1 billion robots a year for Tesla.
Which dreams are more likely to materialize in the future is hard to say. What I can tell you is how the two stocks' valuations look today to minimize the risk of overpaying for a future that may not materialize.
Let's start with SpaceX. The space company generated $19.3 billion in revenue over the past year and lost $8.7 billion in the process. SpaceX boasts about $70 billion in net cash, which is great -- because SpaceX is burning nearly $20 billion in negative free cash flow per year.
Tesla, on the other hand, seems a much more stable business. Annual sales approach $98 billion and are profitable, with an operating profit margin of 4.9%. Free cash flow is positive -- $7 billion annually -- adding to Tesla's $30 billion in net cash on the balance sheet.
Of the two, I prefer Tesla as the less risky of the two very risky stocks.
HomeIndustriesInternet/Online ServicesTech StocksTech StocksThe company’s pivot toward offering hardware access to rivals could hamstring its own AI goalsJune 27, 2026, 8:00 a.m. ET
SpaceX’s latest point of pride is its pivot toward becoming a provider of artificial-intelligence compute. But this new twist comes with its own slew of risks.
Over the last two months, SpaceX has notched deals with AI startups Reflection and Anthropic, as well as with Google parent Alphabet GOOG GOOGL. In return for some badly needed cash, SpaceX is giving those companies access to its expensive AI hardware.
SummaryAlphabet remains a buy despite a 12% pullback, supported by robust AI and cloud growth.The company is expanding agentic AI capabilities through key partnerships with Workday and IBM, targeting lucrative enterprise markets.Recent moves to secure compute capacity and diversify chip suppliers position Alphabet for scalable AI deployment.The brain drain risk is rising, but at 16.76x 2029 earnings, the stock offers compelling value amid ongoing innovation. 400tmax/iStock Unreleased via Getty Images
Introduction In mid-May, I reiterated my buy rating on Alphabet Inc. (GOOG) (GOOGL), citing robust Google Cloud growth, operating margin expansion, and an inexpensive valuation. Since the publication of that update, the stock has
5.03K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Analyst's family has a beneficial long position in the shares of IBM and SPCX.
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.
Hollywood is having its best summer since before the pandemic, and that hot streak is putting the annual box office on pace to cross $10 billion for the first time in seven years.
The season, which runs from the first weekend in May through Labor Day, has tallied $1.8 billion so far through Sunday. That's down less than 2% from 2019 levels, or just about a $30 million lag. Industry analysts keep a close eye on this period of the year because it typically accounts for about 40% of the total annual domestic box office.
"The summer box office is incredibly important," said Paul Dergarabedian, head of marketplace trends at movie data company Rentrak. "It's vitally important in terms of what the overall health of the industry looks like and what that portends for the entire year."
What sets this summer apart is that it didn't kick off with a blockbuster action film or superhero team-up. Instead, the first major hit of the season came with the release of Disney's "The Devil Wears Prada 2," followed by Universal's "Obsession" and A24's "Backrooms," two low-budget horror films from YouTube creators-turned-filmmakers.
It was further fueled by residual ticket sales of Lionsgate's "Michael," the Michael Jackson biopic, which debuted in late April.
Together, those four films have contributed nearly $850 million to the domestic summer box office since the start of May, according to data from Rentrak. Notably, that's about how much Disney and Marvel's "Avengers: Endgame" had tallied for the 2019 box office during the same period.
Last week's release of Disney and Pixar's "Toy Story 5" delivered another boost, posting a franchise-best opening of $160 million.
Combined, the handful of upside surprises is making for a stronger-than-expected domestic box office and a promising foundation for the second half of the year as the industry chases pre-pandemic levels.
As of Sunday, the 2026 box office has tallied $4.4 billion domestically, about 15% behind the $5.2 billion the 2019 box office had collected during the same time period.
Currently playing in theatersContributing to the surprisingly strong ticket sales is movies like "Michael," "Obsession" and even Amazon MGM's "Project Hail Mary," which was released in March, that are holding strong at the box office week after week.
Typically, after opening weekend, a title will see sales drop anywhere from 50% to 70%. But these films were seeing drops of between 20% to 40% each week.
"Obsession" has pulled off an even rarer box office feat as ticket sales actually increased in its second and third weekend in theaters, up 39% and 14%, respectively, according to data from The Numbers.
That success is a sign that films are getting solid word of mouth from audiences and that it's driving new moviegoers to cinemas.
"It's just been one after another after another," said Alex DelVecchio, general manager of Rutgers Cinema in Piscataway, New Jersey. "I always said this whole year was about getting to June 19. Because once you get to June 19 you hit this six weeks in a row. It's Toy Story, 'Supergirl,' Minions, 'Moana,' ['The Odyssey'] and Spider-Man."
The combined efforts of those six films could boost the summer box office to $4.2 billion, Dergarabedian said. The summer box office has only surpassed $4 billion once since 2019, and that was thanks to the dual efforts of Warner Bros. "Barbie" and Universal's "Oppenheimer" in 2023, according to Rentrak data.
That threshold would mark a return to normal cadence for the summer box office, which collected more than $4 billion practically every year between 2013 and 2019 before Covid shut down cinemas.
Universal's "The Odyssey," directed by Christopher Nolan, is currently tracking for a $100 million-plus opening weekend and is expected to benefit significantly from premium large format screenings.
Sony's "Spider-Man: Brand New Day," which was made in collaboration with Disney's Marvel Studios, could perform even better, with some analysts predicting between $200 million and $250 million for its opening weekend.
"'Spider-Man: Brand New Day' could be the biggest opening weekend of the year," Dergarabedian said. "And that opens on July 31st. What's that going to mean for August? Well, a lot, because that's going to add and contribute a lot of box office to the month. Then that sets up a fall and a holiday period [where] I think we're not going to see really that much of a slowdown."
The artificial intelligence boom has long been pitched as a transformative force that would boost productivity and eventually lower costs across the economy.
But this week, investors were confronted with a less discussed consequence of the AI race: higher prices.
Apple and Microsoft both announced product price increases on Thursday, citing soaring costs for memory and storage technologies that have become increasingly scarce as technology giants pour hundreds of billions of dollars into building AI infrastructure.
The moves reinforced growing concerns that, at least in the short term, AI may prove inflationary rather than disinflationary.
"Apple and Microsoft's price rises have struck at the market's fear of inflation, raising worries that, far from being deflationary, the AI boom might be inflationary, particularly for the hard-pressed consumer, hurting rather than aiding economic growth," Chris Beauchamp, chief market analyst at IG, said.
Apple raised prices on several MacBook and iPad models by between $100 and $300, though it left iPhone prices unchanged.
"The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have never seen a component price increase this much, this quickly," Apple said in a statement.
The company added that it had "reached a point where we need to begin raising prices on a number of products," while indicating that additional increases remain possible.
The market reaction was swift. Apple shares tumbled 6%, their worst single-day decline in more than a year.
Microsoft announced similar measures.
The software giant said prices of Xbox consoles would rise globally, with increases of $100 for 512-gigabyte models and $150 for one-terabyte versions effective Aug. 1.
The company also said it would discontinue its two-terabyte Xbox model.
The moves added to a growing list of technology manufacturers raising prices this year.
Dell, HP, Lenovo and Asus have all flagged higher prices, while Samsung increased prices on two variants of its Galaxy S26 smartphones in the United States by $100.
The price increases stem from an unprecedented shortage of memory chips.
Memory and storage components have become critical ingredients in the AI boom as hyperscalers race to build increasingly powerful data centres.
Suppliers have shifted production toward high-bandwidth memory chips used in AI servers, leaving consumer electronics manufacturers scrambling for supplies.
"The four largest US technology companies are forecast to spend $725 billion on data centers and AI equipment in 2026 alone. That level of demand for memory chips has created a shortage the supply chain cannot keep pace with," said James Bull at RSM UK.
Bull said it had become increasingly evident that the costs of building the AI economy were being passed on to consumers and potentially to the broader inflation outlook.
Morgan Stanley analysts warned earlier this month that soaring memory prices could trigger "chipflation" across industries.
The brokerage said memory chip prices had risen six-fold over the past year.
"What began as an AI infrastructure bottleneck is now spreading into hardware margins, device affordability, cloud costs, inflation and policy," the bank wrote in a note.
Some economists believe the inflationary impact of AI extends beyond semiconductors.
According to an April note by JPMorgan Asset Management's Chief Global Strategist David Kelly, the enormous spending wave tied to AI development is likely to be inflationary in the near term rather than deflationary because demand is hitting the economy well before productivity gains materialise.
Kelly acknowledged that rising memory-chip prices are one channel through which AI investment could feed into higher prices, but said they do not yet represent a major source of economy-wide inflation.
Instead, he pointed to other emerging pressures. One of the clearest examples is electricity demand.
"One aspect of this demand is spending on electricity. After more than a decade of no growth, US electricity production rose by 2.5% in 2024, 2.4% in 2025 and was up by 3.0% year-over-year in March of 2026," he said, noting that much of the increase was driven by data centre consumption and the growing use of AI models for training and inference.
Kelly said this likely contributed to a 4.6% year-over-year increase in consumer electricity prices in March.
However, because electricity carries a weight of only about 2.5% in the consumer price index basket, higher power costs accounted for just 0.1 percentage point of March's 3.3% annual rise in headline inflation.
The construction boom linked to AI data centres is also creating labour pressures.
Construction workers saw wages rise 4.3% year-over-year in March, outpacing the 3.5% increase recorded across the broader private sector.
However, Kelly said this acceleration was probably driven more by labour shortages than by AI itself.
The total number of US construction workers increased only 0.7% over the past year, partly reflecting a sharp reversal in immigration trends in a sector that has historically relied heavily on immigrant labour.
Kelly, however, said it was unlikely that most corporations had so far realised significant cost savings from deploying the latest AI models and even less likely that any savings had been passed on to consumers.
"There is a small but growing number of layoff announcements explicitly attributed to AI and there are some signs of diminished hiring of entry-level workers in the most AI-exposed industries," he said.
He added that fears that AI will "take your job" could also be making workers more cautious, with economywide year-over-year wage growth falling to an almost five-year low in March.
However, more recent data from global outplacement firm Challenger, Gray & Christmas suggests AI's impact on employment is becoming more pronounced, though.
US-based employers announced 97,006 job cuts in May, with artificial intelligence accounting for roughly 40% of all layoffs announced during the month.
It marked the third consecutive month in which AI was the leading reason cited for job reductions.
"Despite this labor market 'scare' effect, however, it does appear that AI is, on balance, adding slightly to inflation in the short run, although it will be far from the most important inflation driver. If this continues to be the case, over say, the next two years, then this alone would negate the idea that a disinflationary impulse from AI supports the need for short-term interest rate cuts," Kelly said.
He expects AI to become a powerful disinflationary force over the longer term as productivity gains begin to emerge and spread across the economy.
Goldman Sachs has echoed that assessment, saying AI is currently adding to inflationary pressures even though it should ultimately lower production costs and lift economic growth.
"We expect artificial intelligence to deliver large productivity gains over the next several years, boosting the economy's potential growth rate and putting downward pressure on production costs. So far, however, AI is boosting US inflation," Goldman Sachs economists wrote last month.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The author expresses only personal opinions and does not provide financial advice. The content is for informational purposes only and should not be considered as investment recommendations. The author assumes no responsibility for any investment decisions made based on this article. Always conduct your own research or consult with a financial advisor before making any investment choices. The author makes no guarantees regarding the data, and the user agrees that the author shall not be held liable for the user's use of the data.
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.
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, though. Any organization that picks stocks can be "smart" for any number of reasons, including its sheer expertise on a particular topic or industry.
Enter Nvidia (NVDA 1.42%). It's clearly a leading expert on artificial intelligence (AI), having manufactured the computing processors at the heart of most AI platforms (not to mention partnering with other technology companies to improve these systems). If this company invests in a particular AI stock, it's a pretty big deal.
With that as the backdrop, know that Nvidia -- through its venture capital arm NVentures -- now owns 833,325 shares of a small biotechnology company called Generate Biomedicines (GENB +0.30%). Here's the deal.
Image source: Getty Images.
What's Generate Biomedicines? With a market cap of only $2 billion and no significant revenue yet, this pre-profit company isn't exactly a household name. You've probably never even heard of it, in fact.
But that's not the point. Neither is the fact that Nvidia's $13 million stake in the up-and-coming company is practically nothing compared to its current $80 billion war chest. The point is, Nvidia has heard of it -- and likes it enough to take a position.
Then again, Nvidia has a (very) in-depth understanding of this company's business.
Generate Biomedicines isn't a biotechnology outfit in the usual sense of the word. It's actually the developer of an AI platform that digitally tests how a prospective drug molecule might perform as a treatment for a particular disease.
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And it's no mere theoretical idea. The platform is up and running, launching the development of real drugs in real clinical trials. As of the latest update, four drug candidates are in Generate Biomedicines' pipeline, with one in phase 3 testing. That's GB-0895, for the treatment of severe asthma.
Of course, there's no limit to the number of such tests the company's technology can perform, whether with a partner or on its own. It and its drugmaking partners just need to come up with worthy ideas to test.
Creating a massive opportunity To be clear, this AI-powered testing isn't a replacement for actual clinical testing; the United States' FDA and other countries' regulatory bodies still require proof that a drug is safe and effective to use in a real-world setting.
Generate Biomedicines' technology addresses two of the pharmaceutical industry's chief challenges, though: wasted time and wasted money.
Only about one in 10 drugs that begin clinical trials are approved. And that still understates the ultimate failure rate. See, even fewer drug hopefuls move past the preclinical development stage when there's little to no evidence of efficacy realized or when safety concerns surface.
All this work still requires significant resources, though, particularly clinical trials. Numbers compiled by Thermo Fisher Scientific's drug-manufacturing division, Patheon Pharma Services, indicate it can take between 10 and 15 years and $2.6 billion to bring one new approved medicine to market. It costs about the same, of course, even if a drug makes it to and through phase 3 trials only to end up not being approved; dial back the figure accordingly for developmental efforts that are abandoned in phase 1 and phase 2 clinical testing stages.
The real travesty? It's arguably the potentially game-changing drugs that never even begin development in the first place, out of fear that precious resources may be wasted on them that could have been devoted to more promising prospects.
Generate Biomedicines' AI-powered platform dramatically reduces this risk by giving pharmaceutical developers a clear, virtual sense of what's likely to happen between a drug and a disease in an actual clinical trial. Although the numbers vary somewhat, studies on this matter generally indicate that AI-discovered drugs are about twice as likely to succeed in phase 1 trials as drugs that begin clinical trials without prior virtual testing. That's huge. Indeed, it's so huge that AI-powered drug development is likely to change how the entire $1.8 trillion pharmaceutical market constantly renews its drug portfolios.
If it's good enough for Nvidia... Generate Biomedicines isn't the only name in this budding business, for the record. It competes with Recursion Pharmaceuticals' (RXRX +5.24%) -- which is partnered with Sanofi and Roche -- Insilico Medicine, and Isomorphic Labs, which is a spinoff from Alphabet's Google's DeepMind that's already working with established pharma names like Eli Lilly and Novartis. Generate Biomedicines will need to fight for its share of the AI drug development market that Precedence Research expects to be worth $160 billion per year by 2035 (versus less than $20 billion last year).
But even a small fraction of this growth would be a windfall for Generate Biomedicines.
Perhaps more important right now, however, among the up-and-coming businesses Nvidia could have selected, it chose Generate Biomedicines, even though it's also collaborating with the aforementioned Recursion, while supplying Insilico with high-performance AI processors. That speaks volumes about what Nvidia sees in this company. Interested investors might want to take the subtle hint if they can stomach the risk and likely volatility.
The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade.
While semiconductor companies remain at the center of AI spending, the companies capable of supplying power quickly may become just as important. Hewlett Packard Enterprise‘s (NYSE:HPE | HPE Price Prediction) latest outlook illustrates just how large the challenge has become — and why Bloom Energy (NYSE:BE) appears uniquely positioned to benefit.
HPE’s Warning Sizes the Opportunity Speaking at HPE’s 2026 Discover IR Summit, CEO Antonio Neri cited one statistic that should catch every investor’s attention: the U.S. is on track to face a 19-gigawatt power gap by 2028. He added that is enough electricity to power roughly 16 million homes, while data centers could account for nearly half of U.S. electricity demand through 2030.
Those numbers explain why “time to power” has become almost as valuable as computing power itself. The shortage creates opportunities across several industries:
Sector Why it Benefits Limitation Nuclear power Reliable baseload generation Years of permitting and construction GE Vernova (NYSE: GEV) Near-monopoly gas turbine leader with a growing backlog Revenue arrives over longer project timelines Utilities Larger rate base in AI regions such as Virginia, Texas, and PJM Regulatory pressure and transmission constraints Battery storage & transmission Supports grid stability Depends on broader infrastructure buildout Bloom Energy Behind-the-meter power deployable in months Manufacturing execution remains critical Let’s focus on the final category because that’s where today’s opportunity appears strongest.
Fuel Cells Are the Fastest Solution Unlike utilities building billion-dollar power plants, Bloom Energy installs modular solid oxide fuel cell (SOFC) systems directly at customer sites. Operating primarily on natural gas today, the systems generate electricity where it’s consumed, reducing dependence on an overloaded grid.
That speed is key. According to Bloom Energy’s 2026 Data Center Power Report, 27% to 38% of data centers are expected to rely on onsite power either fully or partially by 2030, a sharp increase from current adoption. Bloom says many systems can be deployed in roughly 90 days, compared with years for new grid-scale generation.
Morgan Stanley recently estimated onsite solutions like Bloom’s could contribute 5 GW to 8 GW toward closing America’s growing power deficit. Customers are already signing large agreements.
Bloom expanded its master services agreement with Oracle (NYSE:ORCL) to support up to 2.8 GW of capacity, with 1.2 GW already under contract. The company also signed a 20-year, $2.65 billion agreement with American Electric Power (NASDAQ:AEP) for up to 1 GW, alongside a $5 billion strategic partnership with Brookfield Asset Management (NYSE:BAM) targeting AI infrastructure.
Reports earlier this year indicated Bloom secured approximately $7.65 billion in data center-related contracts over a relatively short period.
First-quarter earnings show revenue climbed 130% year over year to $751 million, while product revenue surged 208%. Management also increased full-year 2026 guidance to $3.4 billion to $3.8 billion, implying approximately 80% growth at the midpoint after generating a record $2.02 billion in 2025 revenue.
Granted, risks remain. Bloom must successfully expand manufacturing from roughly 1 GW of annual production capacity to 2 GW by the end of 2026 while managing fuel availability, permitting requirements, and a valuation that assumes continued execution.
That said, those risks appear more manageable than waiting years for traditional power plants to come online.
Key Takeaway In short, AI’s next bottleneck isn’t chips — it’s electricity. HPE’s projection of a 19 GW power shortfall by 2028 shows just how urgent the challenge has become.
GE Vernova should benefit over the long run as utilities build new generating capacity, but those projects require years to complete. Bloom Energy operates on a different timeline. Its modular fuel cells can be deployed in months, its customer list already includes Oracle, American Electric Power, and Brookfield Asset Management, and its revenue is already accelerating.
Ultimately, when the market needs power today instead of five years from now, Bloom Energy looks like one of the clearest investment opportunities in the AI infrastructure buildout.
TLDR The Nasdaq Composite declined 0.2% Friday, marking its fifth consecutive session of losses, while the S&P 500 also retreated, with both indices recording weekly declines of more than 4% and nearly 2% respectively. Reports from the New York Times indicating OpenAI could postpone its public offering to 2027 intensified selling pressure in technology shares. Chip stocks experienced significant weakness following concerns about escalating memory and storage expenses after Apple increased pricing on MacBook and iPad products. Expectations of potential Federal Reserve interest rate increases strengthened following robust May Personal Consumption Expenditures data that sustained prospects for tighter policy. The Dow Jones outperformed competing indices with a modest weekly advance below 1%, benefiting from reduced technology sector allocation. American equity markets experienced turbulence throughout the week, with technology shares bearing the brunt of investor anxiety. The Nasdaq Composite extended its losing streak to five consecutive sessions on Friday, settling 0.2% lower. The S&P 500 also registered modest losses. Both benchmarks concluded the week with substantial declines.
Nasdaq 100 Sep 26 (NQ=F) The Dow Jones Industrial Average shed a modest 56 points, representing a 0.1% decline on Friday. Despite the daily loss, the blue-chip index managed to secure a weekly gain of less than 1%. The Dow’s limited technology sector representation provided insulation from the broader selloff.
Artificial Intelligence Skepticism Fuels Market Weakness Market participants have adopted a more cautious stance toward artificial intelligence investments. The sector confronted multiple headwinds this week, including questions about token economics and free cash flow generation, alongside intensifying competition from budget-friendly AI alternatives and Chinese rivals.
A New York Times article amplified the negative sentiment. The publication reported that OpenAI might delay its much-anticipated initial public offering from 2026 to 2027. This development dampened enthusiasm across the broader technology landscape.
Mizuho’s Daniel O’Regan, an analyst covering the sector, captured the prevailing sentiment. “Feels like every time I open Bloomberg or the WSJ there’s another negative AI headline,” he noted. He suggested the relentless stream of unfavorable coverage would likely continue unsettling individual investors.
Semiconductor manufacturers faced particularly acute pressure. Apple’s recent decision to increase prices on MacBook and iPad devices highlighted rising memory and storage component costs. Micron, a leading chipmaker, delivered solid quarterly results but cautioned that cost pressures would persist.
Hot Inflation Reading Revives Rate Hike Speculation The Federal Reserve’s favored inflation gauge, the Personal Consumption Expenditures index, registered an elevated reading for May. This data point reinforced the possibility that the central bank might implement a rate increase this year, creating additional headwinds for growth-oriented and technology stocks.
Elevated interest rates typically present challenges for technology companies, whose valuations depend heavily on discounted future earnings projections. Any indication of potential borrowing cost increases disproportionately affects these securities compared to other market segments.
Nevertheless, not all indicators painted a bearish picture. Market breadth metrics remained constructive. Approximately two-thirds of S&P 500 constituents continued trading above their 200-day moving averages at week’s end.
David Donabedian, a senior investment strategist at CIBC Private Wealth, characterized the week’s price action as a recalibration rather than a structural breakdown. He observed that defensive sectors including health care, real estate, and consumer staples demonstrated resilience, while industrials and technology absorbed the heaviest losses.
Oil prices also retreated during the week. Brent crude declined to approximately $72 per barrel while West Texas Intermediate traded near $69. Shipping activity in the Strait of Hormuz persisted despite an incident involving a container vessel, alleviating some supply concerns. The United States and Iran reached agreement on a 60-day ceasefire, though regional tensions persist.
Investors now turn their attention to a holiday-shortened trading week ahead. The June employment situation report arrives Thursday and will receive close scrutiny for additional insights regarding economic momentum and monetary policy trajectory.
Shares of UnitedHealth Group (UNH +2.87%) have done something few investors saw coming a year ago: they've quietly climbed back to the doorstep of a fresh 52-week high. As of this writing, the stock trades near $427, up about 80% from its 2025 low of $234.60 -- a rebound that has outpaced the S&P 500. The collapse that defined last year -- soaring medical costs, a withdrawn forecast, and a sudden change at the top -- has given way to a steady, almost uneventful recovery.
The numbers behind that recovery are real. But after a move this size, the question isn't whether the business is recovering. It's whether the stock still offers investors much upside from here.
Image source: Getty Images.
The margins are improving UnitedHealth's first-quarter results showed the turnaround taking hold where it matters most: the medical care ratio, or the share of premium revenue an insurer pays out in medical claims. That figure fell to 83.9% from 84.8% a year earlier.
For a company in the competitive life insurance business, a single percentage point can be the difference between a struggling insurer and a profitable one.
Management credited the improvement to a mix of pricing discipline, tighter medical cost management, and favorable reserve development. That last piece is worth flagging -- favorable reserve development means past claims came in lighter than the company had set aside for, and it isn't a tailwind a company can lean on every quarter.
The bigger driver, however, is more deliberate.
UnitedHealthcare, the company's insurance arm, repriced its Medicare Advantage plans and accepted membership attrition as part of its focus on margin recovery. That trade-off shows up plainly in the top line: first-quarter revenue rose just 2% year over year to $111.7 billion, a sharp slowdown from the 12% growth the company posted for all of 2025. UnitedHealth is shrinking parts of its book to repair its margins -- and so far, it's working.
The flip side is that a business growing revenue at just 2% has far less room to absorb a surprise.
"The historic disciplines and innovations of UnitedHealthcare are rounding back into place," CEO Stephen Hemsley said on the company's first-quarter earnings call.
The progress has been rewarded. Management raised its full-year 2026 non-GAAP (adjusted) earnings guidance to more than $18.25 per share, and the company generated $8.9 billion in operating cash flow during the quarter, up sharply from a year earlier. After a year in which almost nothing went right, the operational story has clearly stabilized.
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The overhang that won't lift But here's the problem.
The recovery is no longer a secret, and two things still stand between UnitedHealth and a clean bill of health.
The first is legal. UnitedHealth has disclosed that it's responding to both criminal and civil Department of Justice investigations into how it reportedly bills the government for Medicare Advantage members. The probe cuts to the heart of how Medicare Advantage insurers make money -- the way they document patient diagnoses to set their federal reimbursement. This is the kind of risk that's hard to handicap. It could end in a manageable settlement, or it could reshape the economics of the company's most important growth engine. Investors don't know yet, and an unresolved investigation like this can shadow a stock for years.
Then there's the stock's valuation. Sure, near its 2025 low, UnitedHealth shares traded at just 13 times its 2026 adjusted earnings guidance -- a valuation that priced in real fear. Today, the stock's forward price-to-earnings ratio of 23 shows a stock with far more optimism priced in.
Ultimately, for shares to do well from here, the company will need to see continued margin improvement and stabilization in its membership trends. Additionally, for the bull case to go well, UnitedHealth investors should hope that the legal cloud plaguing the company is resolved reasonably.
UnitedHealth is a high-quality business that appears to be steadily improving. But the stock that was an obvious bargain near $235 simply isn't one near $427. With a serious investigation still unresolved and the easy money already made, I'd rather watch this one from the sidelines.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In First Solar To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in First Solar between February 26, 2025 and February 24, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against First Solar, Inc. ("First Solar" or the "Company") (NASDAQ: FSLR) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on the Company's business; (2) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that "[international] facilities remain a pain point while tariffs exist" and "underutilization at [international] facilities remains a concern." The Jefferies analyst also predicted that First Solar's deployment opportunities were likely to be more limited in 2026.
On this news, First Solar's stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.
Then, on February 24, 2026, First Solar issued a press release "announc[ing] financial results for the fourth quarter and year ended December 31, 2025." Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar's announcement, Baird Research downgraded its stock to Neutral from Outperform, citing "several question marks in forward outlook".
On this news, First Solar's stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding First Solar's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the First Solar, Inc. class action, go to www.faruqilaw.com/FSLR or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the First Solar, Inc. Securities Class Action Lawsuit:
What is the First Solar securities fraud lawsuit about?
The lawsuit alleges that First Solar, Inc. and certain executives violated federal securities laws by making false or misleading statements and failing to disclose material information regarding the impact of U.S. tariff policies, production facility utilization, and risks to the Company's projected 2026 financial performance.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired First Solar (NASDAQ: FSLR) securities during the applicable Class Period and suffered losses may be eligible to participate in the securities class action. Eligibility will depend on the specific circumstances of each investor's transactions and losses.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation. Any eligible investor may seek appointment as lead plaintiff by filing the appropriate motion with the court on or before the August 24, 2026 deadline.
What should investors do if they purchased First Solar stock during the Class Period?
Investors who purchased First Solar securities during the Class Period and experienced losses should review their legal rights and options. They may contact counsel to discuss the lawsuit, determine whether they qualify to participate, and learn more about seeking appointment as lead plaintiff before the applicable deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased First Solar securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303039
Source: Faruqi & Faruqi LLP
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As the retail landscape shifts toward digital marketplaces and reimagined department stores, choosing between eBay (EBAY +0.09%) and Macy's (M +1.01%) depends on whether you value high-margin technology or a classic turnaround play.
eBay operates a global online platform connecting buyers and sellers, while Macy's anchors its business in physical storefronts and luxury brands. They are sometimes compared because both companies are navigating a rapidly evolving consumer environment where scale and digital integration determine long-term viability in a competitive market.
The case for eBayeBay operates a global online marketplace that bypasses the need for owned inventory, focusing instead on connecting millions of buyers and sellers. The company specializes in enthusiast categories such as motor vehicles, collectibles, and refurbished items, often utilizing partners for authentication services. As of June 2026, GameStop (GME +3.57%) has submitted a non-binding acquisition proposal at $125 per share, introducing a new layer of uncertainty regarding the company's future ownership.
eBay competes within the broader universe of retail stocks by focusing on these niche categories to drive engagement. In fiscal 2025, revenue reached nearly $11.1 billion, good for roughly 7.9% year-over-year growth. eBay generated net income of roughly $2 billion, resulting in a net margin of close to 18.3%.
As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of 1.6x. That means eBay uses $1.60 of debt for every dollar of equity owned by shareholders to fund its operations. The current ratio, which measures the ability to pay short-term debts with assets that can be converted to cash quickly, stood at 1.1x, while free cash flow reached nearly $1.7 billion for the year.
The case for Macy'sMacy's operates an omnichannel retail business through its primary namesake brand, along with the luxury-focused Bloomingdale's and beauty-centric Bluemercury. A significant portion of its financial structure is supported by a long-term commercial agreement with Citigroup (C 2.22%), which manages its credit card portfolio and involves profit-sharing on receivables. The company currently manages hundreds of locations across the United States while expanding its digital presence to reach a broader customer base.
Financial results for fiscal 2025 show that revenue was approximately $22.6 billion, a slight decline of roughly 1.7% from the prior year. Despite the dip in sales, the company generated net income of close to $642 million. This led to net margin of approximately 2.8%, reflecting the higher costs associated with maintaining a massive physical store footprint and inventory.
According to its January 2026 balance sheet, Macy's carries a debt-to-equity ratio of nearly 1.1x, suggesting a more conservative use of borrowed funds relative to its equity. Its current ratio of 1.5x means the company has $1.50 in current assets for every dollar of short-term liabilities. Free cash flow for the year was approximately $1.1 billion, providing the capital needed for its ongoing store reimagining strategy.
Risk profile comparisoneBay faces significant trial risk following the collapse of settlement negotiations in a cyberstalking lawsuit as of June 2026. The platform also contends with aggressive rivalry from AI-powered search tools and chatbots developed by companies like Alphabet (GOOG 2.15%) (GOOGL 1.73%) and Amazon (AMZN +2.44%). Furthermore, changes to global trade policies, including the potential removal of tax exemptions for small cross-border packages, could increase compliance burdens and transaction costs for its international sellers.
Macy's is currently focused on its “Bold New Chapter” strategy, but any failure to successfully modernize its supply chain or reimagine stores could hinder future profitability. The company is highly sensitive to shifts in consumer spending caused by inflation and interest rate volatility. Additionally, a heavy reliance on overseas manufacturing makes the business vulnerable to new tariffs and shipping disruptions resulting from global geopolitical tensions and trade disputes.
Valuation comparisonMacy's currently trades at a significantly lower earnings multiple and sales valuation than eBay, though the companies operate with vastly different profitability profiles.
MetriceBayMacy'sSector BenchmarkForward P/E17.7x11.7x28.6xP/S ratio4.3x0.3xSector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Macy's is a definite "no" for me. It feels like a special situation, which is outside my circle of competence. The department store retailer is a turnaround story, and those have a binary outcome: things turn around, or they don't. Put more bluntly, the company will figure things out and the stock will go up, or it won't, and it's a zero.
eBay is slightly more complicated. Whatever's happening with GameStop is sort of difficult to assess because GameStop hasn't been a rational stock (or company) for years now; launching an acquisition bid post-toilet does not especially inspire confidence, but opinions may vary here. eBay, at the very least, does not seem particularly keen, calling the offer "neither credible nor attractive."
Setting that aside, eBay's legal issues do seem concerning. What the plaintiffs allege is horrifying, and though they surely will not get as much in damages as they're requesting, it's a question mark I wouldn't like for a stock I owned.
It's a coward's way out, but truthfully, I wouldn't want to own either of these stocks.
Dividend investors love clean numbers. A $1 million portfolio yielding 5% generates $50,000 a year, and it is tempting to treat that figure as spendable income. In reality, federal taxes, state taxes, Medicare premiums, and inflation all take their share before those dollars reach your checking account.
Consider three retirees. Retiree A owns a $750,000 portfolio producing $37,500 annually. Retiree B owns a $1 million portfolio producing $50,000. Retiree C owns a $1.5 million portfolio producing $75,000. The yields are identical, but the amount each retiree ultimately gets to keep can look very different once taxes, healthcare costs, and inflation enter the picture.
The Real Keep Rate A portfolio’s yield tells you how much income it generates, not how much income you keep. A retiree collecting $50,000 of mostly qualified dividends in a low-tax state may retain more than 90% of that income before inflation. Another retiree generating the same $50,000 from REIT distributions and bond interest while paying higher state taxes and Medicare surcharges may keep closer to 70% to 80%. Identical yields can produce a difference of thousands of dollars a year in actual spending power.
The Great Shrinkage Start with Retiree B’s $50,000 of annual income. If that income comes primarily from qualified dividends and the couple files jointly, much of it may fall within favorable tax treatment after the standard deduction. Change the source of the income, however, and the picture changes quickly. REIT distributions, bond interest, and other ordinary income are generally taxed at higher rates, reducing the amount that ultimately reaches the retiree. State taxes, Medicare costs, and inflation take additional bites along the way. The result is a simple lesson: a $50,000 portfolio income stream rarely translates into $50,000 of spending power.
Tax Character Decides Everything Identical $50,000 income streams produce wildly different keep rates depending on character. Qualified dividends from Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction), currently yielding 2.2%, NextEra Energy (NYSE:NEE) at 2.7%, Duke Energy (NYSE:DUK) at 3.4%, and Verizon (NYSE:VZ) at 5.9% all get 0%, 15%, or 20% rates. Realty Income (NYSE:O) at 5.2% pays mostly non-qualified REIT distributions taxed as ordinary income, though a 20% QBI deduction softens the bite. Invesco’s investment-grade corporate bond ETF (NYSEARCA:PFIG) and the 4.5% 10-year Treasury distribute interest taxed entirely at ordinary rates. Same $50,000, different keep rate.
The Medicare Surprise Many retirees focus on taxes and overlook Medicare. Part B and Part D premiums are deducted from Social Security benefits, and higher-income retirees can face additional IRMAA surcharges. A large Roth conversion, a major capital gain, or an unusually strong income year can push income above a threshold and temporarily increase Medicare costs. The result is that earning more income does not always translate into keeping more income.
The Geography Test Where you live affects both how much income you keep and what that income can buy. Tennessee has no state income tax, while Pennsylvania generally treats retirement income favorably. New Jersey tends to impose a heavier tax burden and a higher cost of living. As a result, the same $75,000 income stream can produce very different levels of spendable income and purchasing power depending on the retiree’s ZIP code.
Inflation Quietly Drains the Account Taxes and Medicare premiums reduce the income you receive. Inflation reduces what that income can buy. Even if a dividend check never changes, its purchasing power steadily erodes over time. At 2% inflation, a flat $50,000 income stream loses roughly 18% of its purchasing power over ten years. At 3%, the loss approaches 26%. At 4%, the loss reaches about one-third. Extend the timeline to twenty years and a flat income stream can lose nearly half its real value. Income that grows has a chance to keep pace. Income that stays flat gradually falls behind.
The Number That Actually Matters Two retirees can own portfolios with identical 5% yields and end up with very different lifestyles. Retiree B’s $50,000 income stream might remain largely intact if it comes from qualified dividends in a low-tax state. Another retiree generating the same $50,000 from REIT distributions and bond interest, while paying higher state taxes and Medicare surcharges, could keep thousands less each year. Yield is only the starting point. The figure that matters is how much income remains after taxes, healthcare costs, and inflation.
The Counterargument Three Things to Do Audit the tax character of every holding. Separate qualified dividends from REIT distributions and bond interest, then estimate the federal rate on each bucket using current brackets. Model an IRMAA scenario before triggering one. Run any Roth conversion or capital gain through a tax projection to see whether it crosses a Medicare surcharge threshold. Stress-test the portfolio at 3% inflation for 20 years. If real income falls below your minimum spending, lean toward holdings with dividend growth, like the 64-year streak at JNJ, rather than chasing the highest current yield.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Roblox To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Roblox between October 30, 2025 and April 30, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX) and reminds investors of the August 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Watch our latest video highlighting the key allegations: https://youtu.be/rFoJC-j0rW0
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
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. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Roblox's securities at artificially inflated prices.
On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter.
Investors and analysts reacted immediately to Roblox's revelation. The price of Roblox's common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Roblox's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Verra class action, go to www.faruqilaw.com/RBLX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Roblox Corporation Securities Class Action Lawsuit:
What is the Roblox Corporation securities fraud lawsuit about?
The Roblox Corporation securities fraud lawsuit is a federal securities class action alleging that Roblox Corporation (NYSE: RBLX) and its executives made false and misleading statements to investors by concealing that the Company's age verification rollout would cause a significant slowdown in growth rates, reduce on-platform communication, lead to app store rating reductions, and materially impair Roblox's organic growth potential. As the truth emerged on April 30, 2026 - when Roblox announced Q1 fiscal 2026 results, slashed bookings growth guidance to just 8-12%, disclosed margin deterioration, and revealed that age verification adoption had only reached 51% of global daily active users (up from just 45% the prior quarter), signaling far greater engagement impacts than management had previously suggested - RBLX's stock price fell from $55.26 to $45.13 per share, a decline of approximately 18.33% in a single day, causing significant losses for investors.
Who may be eligible to participate in the Roblox Corporation class action lawsuit?
Investors who purchased or acquired Roblox Corporation (RBLX) securities between October 30, 2025 and April 30, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Roblox securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Roblox employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Roblox Corporation lawsuit?
A lead plaintiff in the Roblox Corporation class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Roblox investor who purchased RBLX securities during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 7, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Roblox Corporation stock during the Class Period?
Investors who purchased Roblox Corporation (RBLX) securities between October 30, 2025 and April 30, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Roblox Corporation securities class action is August 7, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/RBLX for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303052
Source: Faruqi & Faruqi LLP
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McCormick is rated a buy, with a 35% upside to a $65 PT, driven by the transformative Unilever Foods deal and a compelling 4% dividend yield. Despite underwhelming Q2 results and ongoing Consumer segment weakness in the Americas, MKC's valuation is at a ten-year low and reflects current headwinds. The Unilever deal is expected to deliver mid/high-single-digit EPS accretion in year one, rising to mid-high teens by year three, with significant scale and geographic diversification.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Lucid Group To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Lucid Group between February 25, 2026 and April 13, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Lucid Group, Inc. ("Lucid Group" or the "Company") (NASDAQ: LCID) and reminds investors of the July 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing 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.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Lucid Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Lucid Group class action, go to www.faruqilaw.com/LCID or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Lucid Group, Inc. Securities Class Action Lawsuit:
What is the Lucid Group securities fraud lawsuit about?
The Lucid Group securities fraud lawsuit is a federal securities class action alleging that Lucid Group, Inc. (NASDAQ: LCID) and its executives made false and misleading statements to investors by concealing that a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity SUV and overstating the Company's manufacturing and delivery capabilities. As the truth emerged through a series of disclosures — including an April 3, 2026 announcement that only 3,093 vehicles were delivered in Q1 2026 due to a 29-day delivery disruption caused by a supplier seat defect, an April 14, 2026 filing revealing Q1 revenue of just $280-$284 million against a consensus estimate of $433.8 million and a $1.05 billion capital raise, and a May 5, 2026 earnings report showing a net loss of over $1 billion and GAAP EPS of -$3.46 — LCID's stock price fell sharply across multiple trading sessions, causing significant losses for investors.
Who may be eligible to participate in the Lucid Group class action lawsuit?
Investors who purchased or acquired Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Lucid Group securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Lucid Group employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Lucid Group lawsuit?
A lead plaintiff in the Lucid Group class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Lucid Group investor who purchased LCID stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 28, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Lucid Group stock during the Class Period?
Investors who purchased Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Lucid Group securities class action is July 28, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/LCID for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303045
Source: Faruqi & Faruqi LLP
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PANews June 27 news, according to CCTV News, the United Kingdom Maritime Trade Operations (UKMTO) relayed a notice from the Joint Maritime Information Center stating that on the 27th, the Joint Maritime Information Center raised the maritime security threat level for the Strait of Hormuz from "medium" to "high".
Should the housing market cool or continue to climb in 2026? Deciding between industry giants Lennar (LEN 0.36%) and NVR (NVR +0.21%) requires understanding how scale and land strategies impact long-term returns.
Lennar operates as a diversified powerhouse with a massive national footprint and a growing financial services arm. NVR focuses on a unique land-light model that prioritizes capital efficiency and risk mitigation over direct land ownership. Both companies offer distinct ways to gain exposure to the residential construction industry.
The case for LennarLennar builds homes across 30 states, catering to a wide range of buyers from first-time homeowners to luxury seekers. The company also provides mortgage financing, title, and closing services through its financial services segment. This integrated approach allows it to capture more value from every home sale in the consumer discretionary sector while managing a complex national supply chain.
In FY 2025, revenue reached nearly $32.7 billion, representing a decrease of approximately 4.2% compared to the prior year. The company reported net income of close to $1.6 billion during this period, down from higher levels in previous years. This resulted in a net margin of roughly 5%, which reflects the percentage of revenue remaining after all expenses are paid.
As of its November 2025 balance sheet, the current ratio is approximately 3.1x. This metric measures a company's ability to cover its short-term debts with its current assets. The debt-to-equity ratio, which compares total debt to the value of shareholder equity, is about 0.3x. Note that stock-based compensation represented roughly 75.4% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for NVRNVR builds and sells homes under brands like Ryan Homes, NVHomes, and Heartland Homes across 16 states and Washington, D.C. Unlike many traditional builders, it typically does not buy land for future development. Instead, it uses fixed-price lot purchase agreements to control sites, which minimizes the capital tied up in real estate and provides significant flexibility during market shifts.
During FY 2025, NVR generated revenue of approximately $9.6 billion, a slight decline of about 4.9% year-over-year. Net income for the fiscal year was close to $1.4 billion, demonstrating consistent profitability despite broader market headwinds. The company achieved a healthy net margin of roughly 13%, which is the portion of total sales that remains as profit after all costs are considered.
Based on its December 2025 balance sheet, the current ratio is roughly 4.0x. Its debt-to-equity ratio is approximately 0.3x, indicating a similar balance of debt and equity to its peer. Free cash flow, which is the cash a company generates after accounting for the money spent on equipment and buildings, reached nearly $1.1 billion.
Risk profile comparisonLennar faces significant risks related to the cyclical nature of the housing market, where employment levels and consumer confidence drive demand. Rising interest rates pose a direct threat by increasing mortgage costs and making homes less affordable for potential buyers. Furthermore, its reliance on third-party land banks like Millrose could lead to site access issues if those entities face financial distress or cannot secure funding.
NVR is also sensitive to interest rate fluctuations that affect mortgage banking profitability and buyer volume. While its land-light model limits downside, the company relies heavily on independent subcontractors for actual construction work. Any failures by these partners or disruptions caused by competitors like D.R. Horton could lead to warranty claims and higher repair costs. The company also must navigate a tightening of credit standards, which could prevent customers from qualifying for mortgage loans.
Valuation comparisonLennar appears more attractive on a price-to-sales basis, while NVR trades at a higher multiple of its future earnings estimates.
MetricLennarNVRSector BenchmarkForward P/E16.66x18.8x29.5xP/S ratio0.7x2.1xSector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
The real differentiator here isn't geography or product mix — it's how each company thinks about risk. Lennar's spin-off of Millrose Properties in early 2025 was the most visible expression of its land-light ambitions: billions in inventory moved off the balance sheet, converted into optioned homesites. It's a smart strategic move, but Lennar now lists Millrose as its largest land bank partner — meaning its land-light strategy depends on an entity it no longer controls. That's a different animal from NVR's model, where option deposits cap downside to forfeitable cash and nothing more. The Q1 2026 results show where that difference shows up. Lennar is burning margin to maintain volume, running sales incentives well above its historical norm, and its recovery depends on rates coming down. NVR posted meaningfully higher gross margins in the same environment and returned an extraordinary amount of capital to shareholders in the same quarter. That margin resilience isn't cyclical. It's the product of a discipline NVR has maintained through every housing downturn since the early 1990s. Lennar deserves credit for attempting the transition seriously, and if rates drop and incentive spending normalizes, its scale makes it an interesting recovery play. But NVR doesn't need conditions to improve to protect your downside. The road back to a housing boom is likely long and uneven, and NVR may not be the hottest name when things finally pop — but it's the one most likely to come out the other side in the best shape. For a long-term hold, that's the one I'd buy.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In PicS To Contact Him Directly To Discuss Their Options
If you purchased or acquired PicS Class A Common stock in and/or traceable to PicS' January 30, 2026 initial public offering ("IPO") and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against PicS N.V. ("PicS" or the "Company") (NASDAQ: PICS) and reminds investors of the August 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) PicS N.V. had conducted an evaluation of its credit evaluation procedures in December 2025 and determined that such procedures were deficient and in need of enhancement; (2) as a result of the new procedures PicS N.V. had implemented in December 2025, PicS N.V. had reclassified approximately R$590 million of exposures previously classified as Stage 2 to Stage 3, leading to an incremental ECL charge of R$88 million in the three months ended December 31, 2025; (3) PicS N.V. had experienced a heightened, but unreported, Stage 3 formation rate of more than 7% in the fourth quarter of 2025 that deviated substantially from the historical results and trends provided in the offering documents; (4) the IPO's offering documents had materially overstated the quality and ability of PicS N.V.'s credit models and user data to inform PicS N.V.'s underwriting practices and to allow PicS N.V. to timely and effectively monitor, assess, and identify adverse credit events, credit risks, and credit deterioration across its portfolio; and (5) PicS N.V. suffered from degradations in customer credit quality and heightened risks of default and loan impairment as a result of its entrance into materially riskier business lines leading up to the IPO, resulting in undisclosed adverse financial and operational trends such as heightened incidents of default, which predated the IPO and were internally projected by PicS N.V. to continue to worsen following the IPO, materially impairing PicS N.V.'s business, operations, and financial results.
On or around January 29, 2026, PicPay conducted its initial public offering ("IPO"), selling 22.86 million Class A common shares priced at $19.00 per share.
Then, on March 18, 2026, PicPay released its fourth quarter 2025 financial results and revealed that, as part of the Company's "annual review of expected credit loss parameters," it had made several "enhancements" to its Expected Credit Loss ("ECL") calculations, and "implemented a stricter policy to accelerate the classification of renegotiated non-performing exposures from Stage 2 to Stage 3." Consequently, "R$590 million of Stage 2 portfolio balances were reclassified to Stage 3, resulting in an ECL increase of R$88 [$17.56 million USD]." Stage 3 is the Company's highest risk category for its credit portfolio.
On this news, PicPay's stock price fell $3.56 per share, or 22.5%, to close at $12.27 per share on March 19, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding PicS' conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the PicS N.V. class action, go to www.faruqilaw.com/PICS or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the PicS N.V. Securities Class Action Lawsuit:
What is the PicS N.V. securities fraud lawsuit about?
The PicS N.V. securities fraud lawsuit is a federal securities class action alleging that PicS N.V. (NASDAQ: PICS) and its executives made false and misleading statements to investors in connection with the Company's January 30, 2026 IPO by concealing that the Company had already identified deficiencies in its credit evaluation procedures in December 2025, had reclassified approximately R$590 million of exposures from Stage 2 to Stage 3 (its highest credit risk category) resulting in an incremental expected credit loss charge of R$88 million, and was experiencing a Stage 3 formation rate exceeding 7% in Q4 2025 - a significant deviation from the historical trends presented in the IPO's offering documents. As the truth emerged on March 18, 2026, when PicS disclosed these credit portfolio deteriorations as part of its Q4 2025 financial results, PICS shares fell $3.56 per share, or 22.5%, to close at $12.27 - well below the $19.00 IPO price - causing significant losses for investors.
Who may be eligible to participate in the PicS N.V. class action lawsuit?
Investors who purchased PicS N.V. (PICS) Class A common stock in and/or traceable to the Company's January 30, 2026 initial public offering and suffered financial losses may be eligible to participate in the PicS securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former PicS employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the PicS N.V. lawsuit?
A lead plaintiff in the PicS N.V. class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any PicS investor who purchased PICS Class A common stock in or traceable to the IPO may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 4, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased PicS N.V. stock in the IPO?
Investors who purchased PicS N.V. (PICS) Class A common stock in and/or traceable to the January 30, 2026 IPO and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the PicS N.V. securities class action is August 4, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/PICS for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303049
Source: Faruqi & Faruqi LLP
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Commvault To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Commvault between April 29, 2025 and January 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Commvault Systems, Inc. ("Commvault" or the "Company") (NASDAQ: CVLT) and reminds investors of the July 17, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
Defendants provided investors with material information pertaining to Commvault's projected ARR growth for fiscal year 2026. Defendants' statements included, among other things, misleading guidance and projections related to the Company's new net ARR growth. Defendants provided these 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 Commvault's ARR growth environment; pertinently, Commvault knew or recklessly disregarded that the Company's ARR growth guidance failed to properly factor in crucial variables, such as the type of sale. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Commvault's securities at artificially inflated prices.
On January 27, 2026, Commvault reported financial results for the third quarter of fiscal 2026 ended December 31, 2025, including "40% growth in SaaS ARR to $364 million," as noted by the Company's Chief Accounting Officer ("CAO") during the earnings call to discuss these results. Additionally, the CAO said "60% of our deals actually closed in the last few weeks of the quarter." According to Bloomberg Intelligence, "SaaS ARR growth of 40% represents a meaningful deceleration from 56%" reported for the second quarter fiscal 2026.
Following this news, Commvault stock declined over 31% on January 27, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Commvault's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Commvault class action, go to www.faruqilaw.com/CVLT or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Commvault Systems Securities Class Action Lawsuit:
What is the Commvault Systems securities fraud lawsuit about?
The Commvault Systems securities fraud lawsuit is a federal securities class action alleging that Commvault Systems, Inc. (NASDAQ: CVLT) and its executives made false and misleading statements to investors by providing materially misleading guidance and projections related to the Company's annual recurring revenue (ARR) growth while concealing that its ARR growth guidance failed to properly account for crucial variables - such as the type of sale - that significantly affected the Company's true growth trajectory. As the truth emerged on January 27, 2026, when Commvault reported Q3 fiscal 2026 results showing SaaS ARR growth of only 40% - a meaningful deceleration from 56% in the prior quarter - CVLT's stock price fell over 31% in a single day, causing significant losses for investors.
Who may be eligible to participate in the Commvault Systems class action lawsuit?
Investors who purchased or acquired Commvault Systems (CVLT) stock between April 29, 2025 and January 26, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Commvault securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Commvault employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Commvault Systems lawsuit?
A lead plaintiff in the Commvault Systems class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Commvault investor who purchased CVLT stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 17, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Commvault Systems stock during the Class Period?
Investors who purchased Commvault Systems (CVLT) stock between April 29, 2025 and January 26, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Commvault Systems securities class action is July 17, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CVLT for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303037
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Mechanical and electrical contracting services company Comfort Systems USA (FIX 7.95%) is a major winner from surging artificial intelligence (AI) data center investment. A high proportion of a data center's cost is in mechanical, electrical, and plumbing (MEP) systems, not least to ensure adequate cooling for heat-intensive IT racks. That's led to booming demand for the company's services and an incredible 1,160% return for investors over the last three years.
Comfort Systems revenue growth and margin expansion The increase comes down to surging orders driving backlog and revenue growth, along with margin expansion. The growth in its backlog (shown below) leads to highly predictable revenue growth in the future.
Data source: Comfort Systems presentations. Chart by the author.
Permanent margin expansion? Turning to the question of margin expansion, it comes from a combination of being able to selectively bid on complex and higher-margin AI data center projects, a natural leverage opportunity, as the marginal increase in revenue isn't accompanied by a significant increase in overhead costs, and the increase in its modular revenue, which represented 17% of its revenue in the first quarter of 2026.
Modular systems are manufactured at Comfort Systems locations (rather than onsite by tradespeople) and then transported and fitted onsite. It's a solution that confers several benefits for Comfort Systems and facility owners, such as optimizing MEP labor, improving quality control, and ensuring no disruption to the critical path of construction.
Although management doesn't break out modular revenue margins, it acknowledges its role as a contributor to the company's profit margin expansion in recent years. Moreover, management is expanding its modular capacity by 3 million square feet in 2025 to 4 million square feet by the end of 2026.
Data by YCharts.
Trading at 45 times expected 2026 earnings, the stock's valuation is arguably up with events. Still, if you think the AI data center spending boom is in its early innings, the momentum in orders and backlog growth could take the stock higher.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Comfort Systems USA. The Motley Fool has a disclosure policy.
Deciding between CRISPR Therapeutics AG (CRSP +1.74%) and Vertex Pharmaceuticals (VRTX +2.31%) involves weighing high-growth gene-editing potential against a profitable, established leader. Both companies currently partner on breakthrough therapies but offer different investor profiles.
CRISPR Therapeutics focuses on transformative gene-based medicines, while Vertex dominates the cystic fibrosis market and generates substantial cash flow. They share the profits of their joint gene-editing therapy, CASGEVY. This comparison evaluates their financial health, risk factors, and current valuations to help you decide which fits your portfolio strategy better.
CRISPR Therapeutics AG focuses on creating transformative medicines through its proprietary gene-editing platform. Its flagship product is CASGEVY, a therapy developed for sickle cell disease and transfusion-dependent beta thalassemia. The company relies heavily on its partnership with Vertex Pharmaceuticals, sharing profits and losses at a 40% to 60% split. This customer concentration adds a layer of risk to the business since the company maintains limited internal commercial infrastructure and relies on the global footprint of its partner.
In FY 2025, revenue reached nearly $3.5 million, representing a decline of roughly 90.0% compared to the prior year. This decrease occurred as the company transitioned through different stages of milestone recognition and commercial rollout. The company reported a net loss of approximately $581.6 million for the period, reflecting the heavy investment required for its clinical pipeline. High net losses are typical for biotech stocks pursuing groundbreaking medical advancements.
According to its December 2025 balance sheet, the debt-to-equity ratio is roughly 0.2x. This indicates that the company has a low level of total debt compared to the equity held by shareholders. The current ratio, which measures the ability to pay short-term obligations with short-term assets, is approximately 13.3x. Free cash flow was negative at nearly $345.9 million, as the company prioritized research over cash generation.
The case for Vertex PharmaceuticalsVertex Pharmaceuticals provides essential treatments for serious diseases, primarily dominating the global market for cystic fibrosis therapies. Its portfolio includes widely used medicines like TRIKAFTA and ALYFTREK, alongside its newer acute pain medication, JOURNAVX. The company operates through a global distribution network of wholesalers and specialty pharmacies. It also leads the commercialization of CASGEVY in its partnership with CRISPR Therapeutics AG.
For FY 2025, the company generated revenue of close to $12 billion, a year-over-year increase of roughly 8.9%. Net income reached approximately $4.0 billion, demonstrating the company's ability to maintain high profitability from its established drug portfolio. The net margin was roughly 32.7%, illustrating the significant portion of revenue that remains after all expenses are paid. These figures highlight a mature business model with steady cash inflows and consistent growth.
As of its December 2025 balance sheet, the debt-to-equity ratio was approximately 0.4x. A low ratio suggests the company is not overly dependent on borrowed money to fund its operations. The current ratio stands at roughly 2.9x, indicating a healthy margin of safety for meeting short-term financial commitments. Free cash flow, calculated as cash from operations minus capital expenditures, was strong at nearly $3.2 billion.
Risk profile comparisonCRISPR Therapeutics AG faces significant hurdles regarding its financial sustainability, having incurred substantial operating losses that require frequent capital raises. One such raise included a $600 million convertible note issuance in Q1 2026. The company also faces intellectual property litigation from ToolGen, which alleges patent infringement by its core gene-editing technology. Furthermore, any disruption in its relationship with its primary partner could materially harm its commercial prospects and long-term viability.
Vertex Pharmaceuticals deals with heavy revenue concentration, as the vast majority of its sales come from its cystic fibrosis portfolio. This makes the business vulnerable to new competitive launches or regulatory actions affecting those specific drugs. Clinical setbacks, such as the RewinD-LB trial failure, remind investors of the inherent risks in drug development. Additionally, the company faces pressure from federal initiatives like the Inflation Reduction Act and legal arbitration with the Cystic Fibrosis Foundation over royalty costs.
Valuation comparisonVertex Pharmaceuticals trades at a lower revenue multiple than its younger peer, though its earnings valuation sits closer to the broader sector average.
MetricCRISPR Therapeutics AGVertex PharmaceuticalsSector BenchmarkForward P/E18.6x25.3x24.6xP/S ratio1270x10xn/aSector benchmark uses the SPDR XLV sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?These two stocks require completely different investor mindsets, and the choice between them is less about which is better and more about what you're trying to do. Vertex is a profitable, cash-generating business with a dominant market position and a pipeline expanding beyond cystic fibrosis. It rewards patience without demanding it — the kind of stock that quietly compounds while you're watching something else. CRISPR is a different proposition entirely. You're betting on a technology platform still proving itself, with real clinical shots on goal but no earnings and a long road to commercial independence. The upside is asymmetric if the pipeline delivers; so is the downside if it doesn't. An investor who wants durable healthcare exposure without binary outcomes owns Vertex. A risk-tolerant investor with a long horizon and conviction in gene editing has a case for CRISPR. And if you want both ends of the spectrum, together they form a natural barbell for a healthcare allocation — a profitable compounder paired against a high-risk platform bet.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AeroVironment To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in AeroVironment between June 25, 2025 and March 10, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against AeroVironment, Inc. ("AeroVironment" or the "Company") (NASDAQ: AVAV) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force's ongoing efforts to modernize the SCN; (2) accordingly, Defendants overstated AeroVironment's business and financial prospects; and (3) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding AeroVironment's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the AeroVironment class action, go to www.faruqilaw.com/AVAV or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the AeroVironment Securities Class Action Lawsuit:
What is the AeroVironment securities fraud lawsuit about?
The AeroVironment securities fraud lawsuit is a federal securities class action alleging that AeroVironment, Inc. (NASDAQ: AVAV) and its executives made false and misleading statements to investors by concealing that the Company faced imminent competition for its SCAR program contracts and overstating its business and financial prospects. As the truth emerged through a series of disclosures — including a U.S. government stop work order on January 20, 2026, a Space Force announcement that it was reopening the SCAR program on March 2, 2026, and AeroVironment's disclosure of a $151.3 million goodwill impairment and contract termination on March 10, 2026 — AVAV's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the AeroVironment securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former AeroVironment employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff in the AeroVironment class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any AeroVironment investor who purchased AVAV stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased AeroVironment stock during the Class Period?
Investors who purchased AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the AeroVironment securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/AVAV for more information.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased AeroVironment securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303032
Source: Faruqi & Faruqi LLP
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Graphic Packaging To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Graphic Packaging between February 4, 2025 and February 2, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Graphic Packaging Holding Company ("Graphic Packaging" or the "Company") (NYSE: GPK) and reminds investors of the July 6, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Graphic Packaging was experiencing, inter alia, significant inventory management issues, as well as significantly reduced demand and volumes and increased costs; (2) Defendants downplayed the true scope and severity of the foregoing issues, which were likely to, and did, have a material negative impact on the Company's business and financial results; (3) Defendants likewise overstated the strength and sustainability of the Company's business model and operations, as well as its ability to weather ongoing macroeconomic headwinds; (4) accordingly, the Company's previously issued FY 2025 financial guidance was unreliable and/or unrealistic; and (5) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Graphic Packaging's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Graphic Packaging class action, go to www.faruqilaw.com/GPK or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Graphic Packaging Holding Company Securities Class Action Lawsuit:
What is the Graphic Packaging securities fraud lawsuit about?
The Graphic Packaging securities fraud lawsuit is a federal securities class action alleging that Graphic Packaging Holding Company (NYSE: GPK) and its executives made false and misleading statements to investors by concealing significant inventory management issues, reduced demand and volumes, and increased costs, while overstating the strength and sustainability of the Company's business model and issuing unreliable financial guidance. As the truth emerged through a series of disclosures - including a May 1, 2025 Q1 earnings miss and sweeping downward revision to FY 2025 guidance, a December 8, 2025 announcement of accelerated inventory reductions, further guidance cuts, and the CEO's departure, and a February 3, 2026 Q4 earnings miss accompanied by a projected meaningful decline in 2026 adjusted EBITDA and the launch of a comprehensive business review - GPK's stock price fell sharply across each disclosure, causing significant cumulative losses for investors.
Who may be eligible to participate in the Graphic Packaging class action lawsuit?
Investors who purchased or acquired Graphic Packaging Holding Company (GPK) stock between February 4, 2025 and February 2, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Graphic Packaging securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Graphic Packaging employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Graphic Packaging lawsuit?
A lead plaintiff in the Graphic Packaging class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Graphic Packaging investor who purchased GPK stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 6, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Graphic Packaging stock during the Class Period?
Investors who purchased Graphic Packaging Holding Company (GPK) stock between February 4, 2025 and February 2, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Graphic Packaging securities class action is July 6, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/GPK for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303044
Source: Faruqi & Faruqi LLP
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Calix To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Calix between January 28, 2026 and April 21, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Calix, Inc. ("Calix" or the "Company") (NYSE: CALX) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) that the Company's advanced supply of memory components was dwindling; (3) that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
On April 21, 2026, Calix reported results for the first quarter of 2026 earnings, including that "Non-GAAP gross margin was 57.2%, down 80 basis points sequentially." Further, the Company reported "gross margin guidance for the second quarter of 2026 is between 54.25% and 57.25%" and "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points."
In the accompanying earnings call, the Company's CFO stated "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter. However, that advanced supply has run its course, and we now face market prices."
On this news, Calix's stock price fell $6.93, or 13.98% to close at $42.65 per share on April 22, 2026, on unusually heavy trading volume.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Calix's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Calix class action, go to www.faruqilaw.com/CALX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Calix Securities Class Action Lawsuit:
What is the Calix securities fraud lawsuit about?
The Calix securities fraud lawsuit is a federal securities class action alleging that Calix, Inc. (NYSE: CALX) and its executives made false and misleading statements to investors by concealing that the Company's strong first quarter margins were artificially inflated by advanced purchasing of memory components, that its advanced supply of those components was dwindling, and that it would soon be forced to purchase memory components at rising market prices - creating significant negative margin pressure. As the truth emerged on April 21, 2026, when Calix reported Q1 2026 results and its CFO disclosed that "advanced supply has run its course" and the Company would "now face market prices," CALX's stock price fell $6.93 per share, or 13.98%, causing significant losses for investors.
Who may be eligible to participate in the Calix class action lawsuit?
Investors who purchased or acquired Calix (CALX) stock between January 28, 2026 and April 21, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Calix securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Calix employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Calix lawsuit?
A lead plaintiff in the Calix class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Calix investor who purchased CALX stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Calix stock during the Class Period?
Investors who purchased Calix (CALX) stock between January 28, 2026 and April 21, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Calix securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CALX for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303036
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
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