Dawn Song, the UC Berkeley professor who founded privacy-focused blockchain Oasis, has taken a new job as Vice President of AI Research at Meta’s Superintelligence Labs. Song announced the move on June 25, shifting her focus from decentralized privacy infrastructure to making sure Meta’s AI models don’t go sideways. Her mandate at MSL centers on AI safety and security for systems that serve billions of users globally.
From blockchain to big tech Song’s career reads like a tour through every major tech anxiety of the last decade. She ran the UC Berkeley Center for Responsible Decentralized Intelligence, launched Oasis Labs to build privacy-preserving blockchain infrastructure, and co-founded Virtue AI in 2024 to tackle responsible AI development.
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Several core team members from Virtue AI have reportedly followed Song to Meta MSL, suggesting this wasn’t a casual recruitment but a deliberate talent acquisition.
What this means for Oasis and ROSE The ROSE token that once peaked at $0.596 now trades at roughly $0.006. That’s a 99% decline from its all-time high.
Oasis Labs raised $45 million back in 2018 from heavyweight investors including a16z Crypto and Binance Labs. No significant price movement in ROSE followed the announcement of Song’s departure.
Why investors should pay attention The more interesting story here isn’t about one token. It’s about the gravitational pull that AI labs are now exerting on crypto’s best technical minds. The skills overlap is real: cryptographic verification, secure computation, adversarial robustness, and privacy-preserving architectures are all relevant to the challenge of building AI systems you can actually trust.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
UC Berkeley professor and Oasis Labs founder Dawn Song has joined Meta Superintelligence Labs as vice president of AI research.
Summary
Dawn Song joins Meta, bringing Oasis privacy experience to frontier AI safety and security work. Virtue AI members are joining Meta as MSL builds safety tools for agentic AI systems. ROSE remains near record lows, showing Song’s AI move has not revived Oasis token demand. She said she will help lead Meta’s AI safety and AI security efforts. Song announced the move in a post on X. She said several members of the Virtue AI team will also join Meta. Axios also reported that Virtue AI co-founders Bo Li and Sanmi Koyejo are among the hires.
Song said her work at Meta will focus on frontier AI models and agentic AI systems. She wrote that AI must be “secure, trustworthy, and beneficial” if it is to reach its full use.
🚀I'm excited to share that I will be joining Meta Superintelligence Labs (MSL) as Vice President of AI Research, together with many members of the Virtue AI team. I will help shape Meta's AI safety and AI security efforts, advancing the safety and security of frontier AI models…
— Dawn Song (@dawnsongtweets) June 25, 2026 The move gives Meta more senior talent in AI security. It also brings a well-known blockchain privacy researcher into one of the world’s largest AI labs.
Virtue AI team moves to MSL Virtue AI was founded in 2024 to build tools for trustworthy AI. Song said the team worked on AI security, agent security, benchmarks and open platforms before the Meta move.
According to Axios, Meta is hiring several Virtue AI leaders and team members. The report said the group worked on automated red teaming, runtime guardrails and AI governance.
Meta’s interest comes as AI labs put more attention on agent safety. AI agents can take actions, use tools and handle tasks across software systems. That makes security more important because errors or misuse can spread across real products.
As previously reported, Meta has been building a superintelligence AI team after its large Scale AI deal. The company wants to improve its AI models and ship them across Facebook, Instagram, WhatsApp and other products.
Oasis background adds crypto angle Song is also known in crypto as the founder of Oasis Labs. The company raised $45m in 2018 to build privacy-first cloud computing on blockchain. Its backers included a16zcrypto, Accel and Binance Labs.
The Oasis project later became tied to the Oasis Network and the ROSE token. The network focuses on confidential computing, data privacy and privacy-preserving applications.
In a previous article, crypto.news discussed Oasis Protocol’s verifiable AI agents for crypto trading. The project used trusted execution environments to keep strategies private while giving users proof of how agents behave.
Previously, crypto.news explored Oasis-based AI and data services through Pontus-X, a platform built around privacy and data control. Song’s Meta role connects that same privacy and security theme to a much larger AI platform.
ROSE remains near record lows The hiring news has not changed ROSE’s weak market setup. Oasis traded near $0.0059 on June 26, close to its intraday low. That is about 99% below its all-time high near $0.596.
Oasis Network (ROSE) price chart, source: crypto.news ROSE has also struggled with the broader crypto market selloff. Its market value remains far below peak-cycle levels, even as AI and privacy remain active themes in the sector.
The move is still notable for the Oasis community because Song helped shape the project’s early research identity. Her work linked blockchain, privacy and security before AI safety became a major mainstream topic.
For Meta, the hire adds academic and startup experience to its AI safety push. For crypto, it shows how privacy and security talent from blockchain continues to move into frontier AI.
Data storage company Seagate Technology Holdings PLC (STX) rises 12,404% since first outlier inflow signal in 2005.
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STX is a leader in data storage, including hard disk drives, solid state hybrid drives, solid state drives, and other data storage and computing solutions – all of which is needed for the AI infrastructure build-out. Its third-quarter fiscal 2026 report showed $3.1 billion in quarterly revenue (a 44% year-over-year jump), $2.5 billion in data center revenue (up 55%), non-GAAP per-share earnings of $4.10 (up 115%), and annual growth guidance of at least 20% per year over the next few years.
No wonder STX shares are up 272% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Seagate Sought by Institutions Institutional volumes reveal plenty. In the last year, STX has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in STX shares. They reflect our proprietary inflow signal, pushing the stock higher:
Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Seagate.
Seagate Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, STX has had strong sales and earnings growth:
Also, EPS is estimated to ramp higher this year by +85.7%.
Now it makes sense why the stock has been generating Big Money interest. STX has a track record of strong financial performance.
Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.
Seagate has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.
It’s had 42 Big Money outlier inflow signals since 2005 and is up 12,404% since then. The blue bars below shows when STX was a top pick in the last year…Big Money boosts returns:
Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.
Seagate Price Prediction The STX action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.
Disclosure: The author holds no position in STX at the time of publication.
If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.
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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.
SpaceX logo as an employe looks at his phone while making his way to work at the company’s facility on the day of the SpaceX IPO, in Hawthorne, California, U.S. June 12, 2026. REUTERS/Mike... Purchase Licensing Rights, opens new tab Read more
June 26 (Reuters) - Even by SpaceX (SPCX.O), opens new tab standards, Friday is shaping up as an eventful trading session as investment funds tracking Russell indexes prepare to add billions of dollars' worth of Elon Musk's internet and rocket company to their holdings.
After a blockbuster initial public offering this month, SpaceX's stock has been on a wild ride, soaring 67% to its June 16 intraday high of $225.64 before tumbling to Thursday's $153 close.
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The stock remains well above the $135 IPO price as investors assess how to value a company that lost $4.9 billion last year, but that backers expect to dominate the satellite internet, AI and commercial space launch markets that they believe will define the next decade of global infrastructure.
FTSE Russell will add SpaceX to its Russell U.S. indexes after Friday's close of trading as part of its semi-annual index reconstitution. That means passively managed exchange-traded funds that track Russell indexes, such as the iShares Russell 1000 ETF (IWB.P), opens new tab, will have to add SpaceX shares to their portfolios. The event will likely take place in a narrow window toward market close on Friday as fund managers attempt to minimize the "tracking error" between their funds' performance and the index that can result if their buy-in price differs from the closing price.
While SpaceX's $2 trillion market capitalization makes it almost as valuable as Amazon (AMZN.O), opens new tab, only about $100 billion of shares have been listed for trading on the stock market, with the rest owned by Musk, other insiders and employees. Passively managed funds will need to buy almost $3 billion worth of SpaceX shares to match the Russell indexes they track, Jefferies estimated in a report this month. That could mean a squeeze as Friday's closing auction approaches, though options positioning appeared muted.
SpaceX options contracts set to expire on Friday are priced for a share price swing of 3.6% in either direction by the end of the week, Trade Alert data showed.
SpaceX is also set to be added to the tech-heavy Nasdaq 100 (.NDX), opens new tab in July, an event that will force large index funds such as the Invesco QQQ ETF, which tracks that index, to buy its shares.
Following its losses in recent sessions, SpaceX is trading at 107 times its 2025 sales, an astronomical valuation. By comparison, AI heavyweight chipmaker Nvidia (NVDA.O), opens new tab recently traded at 21 times sales.
S&P Global blocked SpaceX from joining the S&P 500 index (.SPX), opens new tab after it said this month it would not change its inclusion criteria to accommodate megacap IPOs. To be included in the S&P 500, a company must be profitable in its most recent quarter as well as for the sum of its most recent four quarters, according to one of the rules S&P left unchanged.
The S&P 500 addition in 2020 of another Musk company, Tesla (TSLA.O), opens new tab, resulted in a closing squeeze that sent shares up 6%.
Reporting by Noel Randewich in San Francisco and Saqib Iqbal Ahmed in New York; editing by Colin Barr, Rod Nickel
Our Standards: The Thomson Reuters Trust Principles., opens new tab
San Francisco correspondent covering the stock market with a focus on Big Tech, semiconductors and other Silicon Valley companies
This report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here.
Rollercoaster. That's probably the most accurate word to describe SpaceX's opening two weeks as a public company.
The stock surged for several successive days following a record-breaking IPO, briefly overtaking both Amazon and Microsoft in terms of market cap and rising more than 60% on the initial share offering price of $135.
But the good times weren't set to last. Daily drops of 5% and 4% were followed by a 16% slump as jitters crept into the market. Steadier days followed, with single point moves in either direction.
The volatility underscores the whipsaw nature of a story-driven stock.
Lofty sci-fi ambitions, huge coverage in the *ahem* media and a founder with a cult-like following whipped up a frenzy of excitement around the company.
"Most stocks trade based on how their multiple of earnings compares to other comparable stocks," Gil Luria, head of technology research at D.A. Davidson, told me.
"Elon Musk companies don't really do that." Musk's ventures instead trade on expectations, he added.
"Tesla trades more on [autonomous driving service] Robotaxi and [humanoid robot] Optimus than they do on selling cars, and SpaceX trades more on the promise of Mars exploration, or at least data centers in space," said Luria.
Retail investors bought into that forward-looking narrative in droves.
SpaceX "embodies many of the qualities that have historically resonated with retail investors: a transformational technology story, a bold vision of the future, a celebrity founder and unparalleled media attention," Viraj Patel, global macro strategist at Vanda, said.
In the first five trading sessions, retail investors bought a net $405 million of SpaceX shares, comfortably the strongest retail IPO debut in recent history, said research firm Vanda.
"For SpaceX, the 'cult of Elon' pulls in more retail investors and adds extra hype that can add a lot to volatility as we saw with Tesla share prices," Mike Coop, chief investment officer, EMEA at Morningstar Wealth, told me. Morningstar analysts caused a stir in the run-up to SpaceX's IPO, writing that the stock was worth less than half of its $1.75 trillion target.
After a bullish initial few days on the public markets, fundamentals became a bigger driver of the price causing a "hangover," said Kyle Rodda, senior market analyst at Capital.com.
Musk has been, in a somewhat predictable fashion, touting sky-high revenue growth in years to come. He said on June 14 that the company "might be able to reach approximately" $1 trillion revenue in 2030.
That would mark a huge jump from the $18.7 billion in revenue SpaceX made in 2025. The company posted a $4.9 billion net loss in 2025, and it lost $4.28 billion in the first quarter of this year.
Long term SpaceX faces two big challenges on the markets, said Coop.
"Firstly, the supply of shares will go up as early investors lighten up exposures and monetise gains," he said.
"Secondly, the current price is too high given the massive uncertainty around the company's prospects and its starting point of being heavily loss making and requiring huge capital investment."
Despite that, so far few have been willing to bet against the stock.
Michael Burry of "The Big Short" fame said on June 16 that he has no position in SpaceX, and argued that options used to wager against the stock remain too expensive even as he questioned the company's nearly $3 trillion market value.
And while SpaceX is seeing some interest from short sellers, many are still reluctant to bet against Musk.
Time will tell how far narrative takes SpaceX stock. In any case, expect more twists and turns on the rollercoaster.
Latest updatesAnthropic is racing to increase its AI compute capacity in the Asia-Pacific region, as the company scrambles to keep up with soaring demand for its products.
OpenAI and Broadcom on Wednesday unveiled their debut custom chip, called Jalapeño, marking the ChatGPT maker's first entry into artificial intelligence silicon.
A second worker has died at the construction site of BYD's electric vehicle factory in Szeged, Hungary, CNBC has learned.
Apple on Thursday announced price hikes on MacBooks and iPads, its first formal move to pass higher memory and storage costs on to consumers after CEO Tim Cook said increases had become unavoidable.
ON Semiconductor has agreed to buy Synaptics in a nearly $7 billion all-stock deal to bolster its push into physical artificial intelligence technology.
Stock of the week
Micron stock.
Memory chipmaker Micron had a good week as its third-quarter results topped analysts' estimates.
The U.S. company has been one of the main beneficiaries of the AI boom, with its stock price up more than 800% over the past year, lifting the company's market cap past $1 trillion.
Space Exploration Technologies went public on June 12 in the biggest market debut in history. After some significant ups and downs since then, its market capitalization is still around $2 trillion, and given its lofty price-to-sales ratio of over 100, many investors are -- smartly -- staying on the sidelines.
If you want exposure to the satellite industry -- the key economic engine of SpaceX -- without that premium price tag, here are three stocks to consider.
1. Rocket Lab Rocket Lab USA (RKLB 5.95%) is the closest peer to SpaceX in its core businesses. It launches rockets and manufactures satellites and satellite components.
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Its Electron rocket is the world's third-most-launched orbital rocket, behind only SpaceX's Falcon 9 and China's Long March family of rockets. The company's satellite segment has grown rapidly, and now accounts for nearly 70% of revenue.
Here's a look at the company's basic financials:
MetricFigureRevenue (TTM)$679.6 millionEarnings per share (TTM)($0.32)Free cash flow (TTM)($316.3 million)Price-to-sales ratio 78 Source: Yahoo! Finance. TTM = trailing 12 months. P/S ratio as of June 24, 2026.
The bull case The company is nearing the debut of Neutron, a much bigger, partially reusable rocket that will directly compete with the Falcon 9, SpaceX's workhorse. If Rocket Lab can successfully fly it, the company has the opportunity to achieve a step change in sales and could, over time, meaningfully encroach on SpaceX's slice of the launch pie.
The bear case Unfortunately, the date for Neutron's first flight has slipped multiple times, and the company has enormous execution risks ahead. And of course, its valuation is extremely high, with a price-to-sales (P/S) ratio comparable to SpaceX's. That said, as a much smaller player at the moment, it will be easier for Rocket Lab to grow into that valuation.
2. AST SpaceMobile AST SpaceMobile (ASTS 3.63%) is a purer satellite play, with a service that competes with Starlink. AST's satellite network beams high-speed data to unmodified smartphones -- no special hardware needed.
MetricFigureRevenue (TTM)$84.9 millionEarnings per share (TTM)($1.80)Free cash flow (TTM)($1.37 billion)Price/sales ratio234 Source: Yahoo! Finance. TTM = trailing 12 months. P/S ratio as of June 24, 2026.
The bull case AST's technology provides up to 5G coverage -- faster than Starlink -- and offers greater capacity in urban areas. To be sure, it is still designed primarily to fill cell coverage gaps in rural areas, but AST's satellites have much more capacity in more densely populated areas.
The company also has some pretty impressive partners, including AT&T and Verizon.
The bear case While there is a large potential market for this service, no one really knows how big it really is. AST's coverage is designed as an add-on, not a replacement for terrestrial networks.
Like most space stocks, its valuation is pretty extreme, with a P/S of about 234. And launching and maintaining satellites is an expensive endeavor, especially when you don't also have a rocket-launching business in-house.
Image source: Getty Images.
3. Viasat Finally, Viasat (VSAT 3.57%). Traditionally, the company's most valuable business has been its in-flight connectivity service -- the Wi-Fi you use when flying on United or American. Recently, its defense sector business has become the major growth driver.
MetricFigureRevenue (TTM)$4.64 billionEarnings per share (TTM)($0.25)Free cash flow (TTM)$597.1 millionPrice/sales ratio 1.8 Source: Yahoo! Finance. TTM = trailing 12 months. P/S ratio as of June 24, 2026.
The bull case Viasat has a large revenue backlog, and recently, its defense and government contracts have grown rapidly. The aviation business has been on the back foot, but there are signs that things could be turning a corner, given some of Starlink's technical limitations.
The bear case Three years ago, Viasat's strategic acquisition of Inmarsat saddled the company with nearly $6 billion in net debt, and interest payments eat much of the cash it generates. The company also suffered a serious setback in 2023 when a (then) brand-new satellite was permanently damaged, severely limiting its capacity.
The company has since handled the issue by launching an additional satellite, but it's a clear example of how much damage a single botched deployment can cause.
Industrial real estate has shifted from boring warehouses to critical logistics hubs. Investors choosing between Lineage (LINE +4.05%) and Rexford Industrial Realty (REXR 0.47%) are weighing global scale against regional dominance.
Lineage focuses on the specialized niche of cold storage, managing complex food supply chains across multiple continents. Rexford Industrial Realty takes a different approach by concentrating exclusively on the high-demand infill markets of Southern California. Both provide essential infrastructure, but their geographic footprints and operational complexities create distinct investment profiles for those looking at the sector.
The case for LineageLineage operates a massive network of temperature-controlled warehouses, serving as a vital link for food producers and retailers. By managing over 500 facilities across North America, Europe, and Asia-Pacific, the company provides a global solution for the food and beverage industry. Its 25 largest customers account for nearly 33% of total revenue, which adds a layer of risk to the business.
In FY 2025, revenue reached approximately $5.4 billion, representing a modest growth rate of roughly 0.3% compared to the prior year. Despite this revenue base, the company reported a net loss of nearly $98.0 million for the year. This resulted in a net margin of negative 1.8%, which measures how much profit a company keeps for every dollar of sales.
According to its December 2025 balance sheet, the debt-to-equity ratio is roughly 1.0x. This ratio compares total debt to shareholder equity, suggesting a balanced mix of borrowing and ownership. The current ratio, which measures the ability to pay short-term debts with short-term assets, was approximately 0.8x. In FY 2025, Lineage generated free cash flow of close to $196.0 million, representing the cash remaining after paying for property and equipment.
Rexford Industrial Realty focuses its entire portfolio on the infill Southern California market, targeting areas with high barriers to new construction. The company owns and operates over 400 properties, catering to diverse tenants in manufacturing, wholesale trade, and transportation. This concentration enables the company to capitalize on the unique supply-and-demand dynamics of one of the world’s busiest real estate investment hubs.
For FY 2025, revenue climbed to approximately $1.0 billion, reflecting year-over-year growth of close to 7.1%. The company reported net income of approximately $212.0 million during this period. This performance translated to a net margin of approximately 21.1%, indicating a significant portion of revenue is retained as profit after all expenses.
As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of nearly 0.4x. Its current ratio was approximately 7.2x, indicating very high liquidity to meet immediate financial obligations. Rexford Industrial Realty generated free cash flow of about $208.7 million in FY 2025, providing capital for dividends or additional property acquisitions.
Risk profile comparisonLineage faces significant geographic concentration risks, with nearly 26% of its holdings located in California, Washington, and the Netherlands. Its aggressive acquisition strategy, involving over 120 deals since 2008, creates potential challenges for integrating diverse operations and achieving expected cost savings. Additionally, the company must manage rising power and labor costs that may be difficult to pass on to customers under fixed contracts.
Rexford Industrial Realty is uniquely exposed to the Southern California economy, meaning a local downturn or a major earthquake could severely impact its operations. The company competes with large national players like Prologis for tenants and faces regulatory hurdles, such as local transfer taxes. Furthermore, it depends on its ability to raise external capital to fund growth, making it sensitive to interest-rate fluctuations.
Valuation comparisonRexford Industrial Realty appears more reasonably priced relative to its future earnings estimates, though Lineage maintains a much lower valuation relative to its total annual sales.
MetricLineageRexford Industrial RealtySector BenchmarkEV/EBITDA15.8x16.6x33.3xP/S ratio1.9x8.1xn/aSector benchmark uses the SPDR XLRE sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?First things first, if you are a long-term real estate investor, I don’t think you can go wrong buying either of these REITs at today’s fairly discounted valuations. Rexford has compounded its total returns by 9.9% annually since 2013 and dominates its niche as an infill leader in southern California. This unique business strategy gives the REIT a wide moat and helps provide steady returns over the long haul.
Meanwhile, Lineage is new to the public markets, but is the far-and-away leader of the cold-storage industry. Down 45% since its 2024 IPO, LINE hasn’t lived up to its once-lofty valuation, but it’s now much more reasonably priced. As the leader in a critical industry, Lineage also has a wide moat around its operations, making it an intriguing post-IPO-hype buying candidate, in my opinion.
While I like both stocks, I would lean toward buying Lineage for a couple of reasons. First, its operations are essential. Dealing with refrigerated food items is a must, and simply cannot be disrupted. Rexford isn’t quite as well protected. Second, Lineage is diversified globally, whereas Rexford has achieved success by targeting a specific niche in Southern California. Though this has been successful, it is highly reliant on the area, leaving it fairly vulnerable to issues. Given these risks, I would be more likely to buy LINE stock and add it to my shortlist at today’s attractive valuation.
The iPhone accounts for nearly half of Apple’s business. At the same time, Macs and iPads together represent about 14% of revenue, making the smaller categories a lower-risk place to test customer response, CNBC reported on Friday.
Apple linked the increases to higher memory and storage costs driven by demand for AI data centers.
Reportedly, investors are watching whether Tim Cook raises iPhone prices before John Ternus takes over as CEO on Sept. 1, which could give the next leader a higher baseline price and less margin pressure.
Apple can either pass costs to customers, absorb the margin hit, or diversify its supply chain, according to the report.
The company has reopened talks with Chinese memory suppliers after facing backlash over similar discussions in 2022.
Dan Ives Says Apple Had To Protect MarginsWedbush Securities analyst Dan Ives told CNBC on Friday that Apple needed to raise prices because memory costs have surged across the technology supply chain.
He said Apple waited as long as it could, but had to act at the start of what he sees as a major three-year hardware cycle.
Ives said the increases may drive only limited churn, especially in higher-end products, and he viewed the stock reaction as overdone relative to the likely impact on demand and earnings.
Sunil Garg Sees Broader Pressure On Consumer TechLighthouse Canton CIO Sunil Garg told CNBC on Friday that the AI capital spending boom should continue to be funded because hyperscalers continue to raise capital through equity and debt.
He said that supports demand for upstream AI infrastructure companies, especially memory suppliers with locked-in, noncancelable orders.
Gil Luria Says Apple Faces Three Pricing DriversD.A. Davidson’s Gil Luria told CNBC on Thursday that Apple’s price increases reflect higher memory costs, a major upgrade cycle, and the possible launch of a foldable iPhone priced above $2,000.
He said Apple is raising prices now to manage memory cost pressure, avoid weaker pricing next year, and prepare customers for a higher-priced foldable device.
Luria said Apple must carefully balance the increases to preserve growth into next year, especially as investors continue to treat the stock as a safer large-cap technology name despite potentially slower growth.
AAPL Price Action: Apple shares were down 0.01% at $275.12 during premarket trading on Friday, according to Benzinga Pro data.
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Item 1 of 2 A person holds an Apple iPhone at the company's first retail store in Bengaluru, India, September 2, 2025. REUTERS/Priyanshu Singh/File Photo
[1/2]A person holds an Apple iPhone at the company's first retail store in Bengaluru, India, September 2, 2025. REUTERS/Priyanshu Singh/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesTata data breach is Apple supply chain's new India challengeTata has tightened controls after data leak, source saysSource says Apple in touch with Tata on long-term measuresData leak has purported papers of Apple, Tesla, TSMC, QualcommNEW DELHI, June 26 (Reuters) - Tata Electronics, a key Indian supplier to Apple (AAPL.O), opens new tab, has restricted internal access to sensitive systems as it investigates a leak of thousands of secret client files on the dark web, a Tata source and two industry officials said.
Tata has also hired a global consultant to conduct a forensic audit and has reported the incident to the Indian government and its clients, said the Tata source, declining to be named given the sensitivity of the matter.
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Reuters reported this week that ransomware group World Leaks posted more than 200,000 files to the dark web, including purported component design papers from Apple and Tesla (TSLA.O), opens new tab, both of which are Tata clients. Reuters could not verify the authenticity of the data.
Tata has said it had identified a "cybersecurity incident" and there was no impact on operations, without providing additional details.
Reuters found that the leak also contains at least 16 files and folders of purported documents from Taiwan Semiconductor Manufacturing Co (TSMC) (2330.TW), opens new tab and 23 from Qualcomm (QCOM.O), opens new tab, both of which make parts used in iPhones.
After it detected the breach, Tata Electronics tightened internal security protocols at all its facilities and offices to restrict remote access to sensitive internal tools, such as those used to place purchase orders, only to select employees, said the Tata source and two people briefed on the matter.
Earlier, access to such internal tools was more liberal, the Tata source said, adding that while work-from-home is still allowed, "only select people have remote access" to such tools. The changes apply to Tata Electronics broadly and are not restricted to a few factories.
"Tata Electronics has hardened access to its sensitive internal systems," the Tata source said. "The investigation is ongoing."
Tata Electronics, Apple, TSMC and Qualcomm did not respond to Reuters queries. All sources cited in this article declined to be named given the sensitivity of the matter.
The Indian Computer Emergency Response Team, a unit under India's IT ministry that received the Tata incident report, also did not respond.
APPLE WORKING WITH TATAOne of the industry officials added that tighter controls included making Tata's official network access more strictly regulated when employees access it from outside the company's facilities.
Apple's security team is working closely with Tata on near- and long-term measures following the incident, the person added.
Reuters is first to report details on the internal process changes and the forensic investigation at Tata Electronics.
With former Intel (INTC.O), opens new tab and Applied Materials (AMAT.O), opens new tab executive Randhir Thakur as its CEO, Tata Electronics is part of the salt-to-aviation Tata conglomerate. It was set up in 2020. Its businesses extend to semiconductors, but Tata is one of Apple's most important Indian suppliers and it is central to the American firm's effort to make more iPhones outside China.
The breach is also a setback for Apple's supply chain. Tata also faces scrutiny over the alleged contamination of farmlands near one of its iPhone parts plants in India. Separately, Tata was hit by a cyberattack, opens new tab at its British Jaguar Land Rover unit last year, which resulted in a six-week output halt.
TSMC AND QUALCOMM PAPERSWorld Leaks, which has previously claimed responsibility for a Nike break-in, said on its dark net website that it has published more than 204,341 files containing Tata Electronics data totalling over 630.4 gigabytes.
Reuters reported previously that the searchable database shows several files from Apple and Tesla, but further reporting showed that purported documents from more companies were leaked.
One 2022 document, marked "TSMC Secret," contained purported "product reliability test" details of a TSMC component with photographs. An "Apple Silicon Engineering Group" document from 2023 maps Apple parts numbers to TSMC's numbers, with details of Apple employees in the document's revision history.
A purported Qualcomm document from 2021 shows mechanical information on the functioning of a power management integrated circuit with drawings, watermarked "Confidential - May Contain Trade Secrets."
The World Leaks website is only accessible on the dark web, meaning it is beyond the reach of search engines. Reuters was not able to reach World Leaks for comment.
India is on track to make 26% of the world's iPhones in 2026, up from 6% four years ago, according to Counterpoint, a research firm.
Reporting by Aditya Kalra; Editing by Tony Munroe and Thomas Derpinghaus
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Based in Bengaluru, Munsif Vengattil leads Reuters' technology news coverage in India. He tracks themes at the intersection of tech, business, and labor. A reporter for nine years, Munsif has written extensively on India's electronics manufacturing aspirations and its tech policy space, AI and election interference, satellite internet, streaming wars, and data breaches. His stories also focus on investigating corporate strategies and revealing India-specific initiatives and challenges of the biggest of tech firms - from Apple, Facebook, and Google, to Foxconn, Samsung, and Nvidia.
Aditya Kalra is the Company News Editor for Reuters in India, overseeing business coverage and reporting stories on some of the world's biggest companies. He joined Reuters in 2008 and has in recent years written stories on challenges and strategies of a wide array of companies -- from Amazon, Google and Walmart to Xiaomi, Starbucks and Reliance. He also extensively works on deeply-reported and investigative business stories.
Amazon.com stock is trading in a tight range. What should traders watch with AMZN? The Capex OverhangFirst quarter 2026 revenue came in at $181.5 billion with a 70% EPS beat, and AWS revenue surged 28% year-over-year, its fastest growth in 15 quarters. The tension between strong business results and shrinking free cash flow is the central debate for Amazon investors right now.
The Prime Day QuestionThe Insider Selling OverhangRecent SEC filings show approximately $51.6 million in insider sales over the past three months with zero corresponding insider purchases, a pattern that has dampened market sentiment and added to technical downside pressure. The stock is currently trading roughly 12% below its 52-week high of $278.56, with a consensus analyst price target of $309.24 implying significant upside if the capex concerns prove manageable.
Amazon Shares Edge LowerAMZN Price Action: At the time of publication, Amazon shares are trading 0.08% higher at $227.20, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ:MSFT) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Microsoft, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.
Key Details of the Microsoft ($MSFT) Class Action:
Lead Plaintiff Deadline: August 11, 2026Alleged Misconduct: Securities fraud alleging that Microsoft misled investors regarding its Azure cloud computing platform and AI chatbot CopilotStock Drop: January 28, 2026 – 10% Stock DropCourt: U.S. District Court for the Western District of WashingtonAction: Contact BFA Law to discuss your rights Investors have until August 11, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Microsoft common stock. The class action is pending in the U.S. District Court for the Western District of Washington. It is captioned City of St. Clair Shores Police and Fire Retirement System, et al., No. 26-cv-02071.
Why is Microsoft Being Sued for Securities Fraud?
Microsoft is a multinational technology company that develops software, cloud services, and devices. In recent years, Microsoft’s cloud computing platform named Azure has been Microsoft’s main growth driver. A key reason for Azure’s recent growth is Microsoft’s multi-billion-dollar investment into AI, including the development of its own generative AI chatbot named Copilot.
According to the complaint, during the relevant period, Microsoft consistently touted Copilot’s best-in-class capabilities, which purportedly drove widespread and growing user adoption. Copilot’s apparent success allowed Microsoft to report surging Azure-related revenue.
As alleged, in truth, Copilot suffered from severe functionality issues that caused user adoption to decline and put Microsoft’s Azure revenue at risk.
Why did Microsoft’s Stock Drop?
On January 28, 2026, Microsoft announced disappointing 2Q 2026 financial results and that Azure growth had slowed suddenly. Microsoft also allegedly revealed for the first time that the number of Microsoft 365 Copilot premium customers totaled only 15 million, materially below analyst estimates.
This news caused the price of Microsoft common stock to decline $48.13 per share, or 10%, from $481.63 per share on January 28, 2026, to $433.50 per share on January 29, 2026.
Additionally, on February 3, 2026, The Wall Street Journal reported in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems” that severe challenges and functionality issues had plagued Copilot, causing the application to lose market share. Specifically, The Wall Street Journal reported that “[c]onfusing brand positioning and interoperability problems have frustrated users.”
Click here for more information: https://www.bfalaw.com/cases/microsoft-class-action-lawsuit.
What Can You Do?
If you invested in Microsoft, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Two of the largest companies on the planet are both in drawdowns, but the dips look nothing alike. So which one should a retirement-focused investor own right now: Apple (NASDAQ: AAPL | AAPL Price Prediction) or Microsoft (NASDAQ: MSFT)?
Apple represents the shallow pullback inside a healthy trend, trading at $275.15, down 10.9% over the past month but still up 1.2% year to date and 36.5% over the past year. Microsoft represents the deeper, more contrarian drawdown, trading at $352.83, down 27.0% year to date and 28.3% lower than a year ago. With the CBOE Volatility Index (VIX) at 20.2, Microsoft’s decline reflects stock-specific weakness against a calm broader market.
Valuation: Microsoft Wins Apple trades at a trailing P/E of 36 and a forward P/E of 34, with a price-to-book ratio above 54x. Microsoft trades at a trailing P/E of 21 and a price-to-book of 6.3. A thesis that has dominated r/stocks puts it bluntly: “Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%.” Microsoft is the cheaper stock, both relative to Apple and relative to its own recent history. Edge: Microsoft.
Forward Catalyst: Microsoft Wins Apple’s recovery path runs through hardware. Prediction markets assign a 96.1% probability to an iPhone 18 launch in 2026 and an 84.5% probability to a foldable iPhone before 2027. Demand is already strong: iPhone revenue reached $56.99 billion last quarter, with CEO Tim Cook citing “extraordinary demand for the iPhone 17 lineup.”
Microsoft’s catalyst is larger and already reflected in the numbers. Azure grew 40% last quarter, the AI business hit a $37 billion annualized run rate, up 123% year over year, and commercial remaining performance obligations nearly doubled to $627 billion. Satya Nadella framed it directly: “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”
Analyst consensus targets back this up at $561.39 for Microsoft versus $314.42 for Apple. Edge: Microsoft.
Downside Risk: Apple Wins This is where Apple claws back a dimension. Apple’s chart is intact: it trades above its 200-day moving average of $269.03, with a beta of just 1.086. Microsoft has lost roughly a quarter of its value in six months, and prediction markets give only a 32% probability that Microsoft’s valuation exceeds the combined Anthropic + OpenAI mark by year-end, a clear signal of the competitive overhang. Microsoft also deployed $30.88 billion of capex in a single quarter, up 84.39% year over year, and any delay in payback could compress returns. Apple’s downside risks (China exposure, tariffs, and elevated debt-to-equity of 1.52) remain, yet the trend has held. Edge: Apple.
Verdict Microsoft appears to be the better dip buy for retirement-focused investors. It is cheaper on every multiple that matters, its AI and Azure engines are compounding at rates Apple’s hardware cycle cannot match, and it pays a higher dividend yield of 1.0% versus Apple’s 0.4%, supported by stronger operating margins of 45.6% and an investment-grade balance sheet with a debt-to-equity ratio of just 0.18.
Retirees forgo some near-term price stability compared with Apple’s milder dip, but they gain a lower entry multiple on a faster-growing business with $627 billion in contracted future revenue already on the books. Apple remains the choice for investors who prioritize buyback-driven capital returns (a fresh $100 billion authorization) and brand-moat stability above all else. For everyone else focused on retirement compounding, Microsoft is the better choice.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Lyphe Clinic, Tilray’s trusted medical cannabis clinic, will engage veterans, service members and families through its Lyphe for Veterans access programme.
The Aldershot activation highlights Tilray Medical’s commitment to expanding responsible, regulated medical cannabis access across the UK following Tilray Brands’ acquisition of Lyphe Group.
LONDON, June 26, 2026 (GLOBE NEWSWIRE) -- Tilray Medical, a global leader in medical cannabis research, cultivation, production, products and distribution and a division of Tilray Brands, Inc. (“Tilray”) (Nasdaq: TLRY; TSX: TLRY), today announced that Lyphe Clinic Ltd. (“Lyphe”), Tilray’s trusted medical cannabis clinic in the UK, will proudly participate in Armed Forces Weekend1 in Aldershot on June 27–28, 2026, bringing its Lyphe for Veterans access programme directly to one of the UK’s most meaningful community celebrations of military service. The activation underscores Tilray Medical’s commitment to expanding responsible, regulated access to medical cannabis through a connected UK healthcare platform while recognising the unique needs and contributions of the Armed Forces and veteran community.
At the event, Lyphe will host a dedicated stand designed to inform, connect and engage with veterans, service members, families and local organisations. The team will share information on Lyphe for Veterans, Lyphe’s services and the patient journey, creating an opportunity for direct conversation in a setting that celebrates service, community and support.
Rajnish Ohri, President, International, Tilray Brands, stated: “Armed Forces Weekend is an important moment to honour service, celebrate community and deepen awareness of the support available to veterans. Lyphe for Veterans reflects the kind of patient-first innovation we believe can help shape the next chapter of regulated healthcare access in the UK: practical, responsible, clinically led and built around real patient needs. By bringing this programme directly to the veteran community in Aldershot, we are reinforcing Tilray Medical’s commitment to building a more connected healthcare ecosystem that expands access, strengthens trust and supports patients with care and discretion.”
Launched in late 2025, Lyphe for Veterans is open to veterans of any nationality aged 18 or over who reside in the UK or Channel Islands and can provide appropriate proof of veteran status. The programme is designed to remove clinic-related financial barriers and make the path to regulated clinical assessment more straightforward by covering:
Initial consultation feesFollow-up appointment feesSummary Care Record handlingRepeat prescription request and delivery fees through Lyphe Dispensary Aldershot is home to a significant Armed Forces and veteran population, making Armed Forces Weekend a powerful setting to bring awareness, education and access-oriented support closer to the community. The event is anticipated to draw between 20,000 and 40,000 attendees based on comparable gatherings.
Lyphe Clinic became part of Tilray Medical in April 2026, following Tilray Brands’ acquisition of the Lyphe Group. The transaction established a vertically integrated UK medical platform spanning clinical care, dispensing and pharmaceutical distribution. By combining Lyphe’s trusted medical cannabis clinic model and digital patient-access capabilities with Tilray’s established international distribution platform, Tilray Medical is advancing a differentiated healthcare platform built to support more consistent, reliable and responsible medical cannabis access across the UK over time.
More information about the programme is available at https://lyphe.com/lyphe-for-veterans.
About Tilray Medical
Tilray Medical is dedicated to transforming lives and fostering dignity for patients in need through safe and reliable access to a global portfolio of medical cannabis brands, including Tilray Medical, Good Supply, Redecan, ARX, and Broken Coast. Tilray grew from being one of the first companies to become an approved licensed producer of medical cannabis in Canada to building the first GMP-certified cannabis production facilities in Europe, first in Portugal and later in Germany. Today, Tilray Medical is one of the largest suppliers of medical cannabis to patients, physicians, hospitals, pharmacies, researchers, and governments, in 20 countries and across five continents.
For more information on Tilray Medical, visit Tilray Medical Europe, Tilray Medical Canada, and Tilray Medical Australia-New Zealand.
About Tilray Brands
Tilray Brands, Inc. (“Tilray”) (Nasdaq: TLRY; TSX: TLRY), is a leading global lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America that is leading as a transformative force at the nexus of cannabis, beverage, wellness, and entertainment, elevating lives through moments of connection. Tilray’s mission is to be a leading premium lifestyle company with a house of brands and innovative products that inspire joy and create memorable experiences. Tilray’s unprecedented platform supports over 40 brands in over 20 countries, including comprehensive cannabis offerings, hemp-based foods, and craft beverages.
For more information on how we are elevating lives through moments of connection, visit Tilray.com and follow @Tilray on all social platforms.
Forward-Looking Statements
Certain statements in this communication that are not historical facts constitute forward-looking information or forward-looking statements (together, “forward-looking statements”) under Canadian securities laws and within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are intended to be subject to the “safe harbor” created by those sections and other applicable laws. Forward-looking statements can be identified by words such as “forecast,” “future,” “should,” “could,” “enable,” “potential,” “contemplate,” “believe,” “anticipate,” “estimate,” “plan,” “expect,” “intend,” “may,” “project,” “will,” “would” and the negative of these terms or similar expressions, although not all forward-looking statements contain these identifying words. Certain material factors, estimates, goals, projections, or assumptions were used in drawing the conclusions contained in the forward-looking statements throughout this communication. Forward-looking statements include statements regarding our intentions, beliefs, projections, outlook, analyses, or current expectations concerning, among other things, the Company’s ability to commercialize new and innovative products worldwide. Many factors could cause actual results, performance, or achievement to be materially different from any forward-looking statements, and other risks and uncertainties not presently known to the Company or that the Company deems immaterial could also cause actual results or events to differ materially from those expressed in the forward-looking statements contained herein. Forward‑looking statements in this communication also include statements regarding the Company’s market positioning, ability to meet evolving medical cannabis demand in regulated pharmaceutical environments, and expectations concerning the effectiveness of strategic partnerships. For a more detailed discussion of these risks and other factors, see the most recently filed annual information form of Tilray and the Annual Report on Form 10-K (and other periodic reports filed with the SEC) of Tilray made with the SEC and available on EDGAR. The forward-looking statements included in this communication are made as of the date of this communication and the Company does not undertake any obligation to publicly update such forward-looking statements to reflect new information, subsequent events, or otherwise unless required by applicable securities laws.
Since Nvidia (NVDA 1.86%) started its monster rise at the beginning of 2023, there have been countless investors who proclaimed the stock to be in a bubble. Time and time again, those investors were proven wrong.
There may be a handful of people who are still saying Nvidia is in a bubble right now, although I'd argue that the opposite is true: I think it's undervalued.
I think investors are underestimating the potential of the Rubin upgrade cycle that's coming later this year, and it could easily send Nvidia stock to new heights that no stock has ever reached before.
Image source: Getty Images.
Even more growth is headed Nvidia's way Later this year, Nvidia's newest architecture launches. The Rubin chip architectures build upon an already impressive Blackwell architecture, and offer a 10 times reduction in artificial intelligence (AI) inference costs and a four times reduction in training costs. That sounds impressive from a cost-savings standpoint, but what the AI hyperscalers actually hear is that they can achieve a major performance increase at the same cost by running the same number of GPUs.
Regardless of how these units are used, these improvements aren't coming for free. Rubin chips cost about 25% more than Blackwell, which will result in a revenue increase just from switching to a new chip generation. That will help boost Nvidia's revenue and profits over the next year, but there are other factors at play.
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All of the major AI hyperscalers announced a combined $650 billion in data center capital expenditures for 2026. While this cohort hasn't unveiled 2027 projections, Nvidia believes the spending will be more than $1 trillion. That's a huge rise, and will likely be leveraged more heavily toward computing equipment as the physical data center buildings near completion.
An upgrade cycle combined with an expanding market could lead to massive growth for Nvidia, and Wall Street analysts back up that projection. For the rest of the current fiscal year (FY) 2027 (ending in January 2027), they estimate 81% revenue growth. For FY 2028, that figure is 41%. While that's not as fast as FY 2027's, it's still a strong growth rate for a company as large as Nvidia. Furthermore, analysts have historically underpredicted Nvidia's growth rate, so don't be surprised if it's much faster than this.
Despite an obviously strong year upcoming, Nvidia's stock has priced in very little future growth beyond this fiscal year.
NVDA PE Ratio (Forward 1y) data by YCharts
That makes Nvidia stock a no-brainer buy now, as it's actually quite cheap and completely dispels the notion that Nvidia is in a bubble.
Roughly four weeks ago, all of Wall Street's major stock indexes rocketed to record highs. While the rise of artificial intelligence (AI) and initial public offering (IPO) euphoria have been the premier catalysts, it's the FAANG stocks that have done the bulk of the lifting for years. The FAANG acronym stands for:
Facebook, now Meta Platforms (META 2.66%) Apple (AAPL 6.41%) Amazon (AMZN 3.38%) Netflix (NFLX 1.29%) Google, now Alphabet (GOOGL 0.30%)(GOOG 0.84%) These stock market pillars are leaders within their respective industries. However, they don't share the same outlook. If there's one fundamental metric that truly separates the bargains from the pretenders within the FAANG stocks, it's cash flow.
Image source: Getty Images.
Although the time-tested price-to-earnings (P/E) ratio is the go-to for most investors when quickly evaluating a public company, it can be easily tripped up by recessions and high-growth stocks, such as the FAANG components.
Since all five FAANG stocks are aggressively reinvesting their cash flow into high-growth initiatives, it's the perfect metric to gauge which companies are or aren't bargains.
Based on Wall Street's consensus cash-flow-per-share estimates for 2027, here's how the FAANG stocks rank from cheapest (i.e., most attractive) to most expensive (as of June 25):
Meta Platforms: 8.46 times estimated forward-year cash flow Amazon: 10.06 Alphabet: 16.78 Netflix: 18.61 Apple: 25.34 On the one hand, Meta Platforms and Amazon look to be genuine bargains amid a historically pricey stock market. By comparison, Apple is a long way from being fundamentally attractive.
Image source: Amazon.
Meta and Amazon are historically attractive Despite Meta and Amazon spending a small fortune on their respective AI build-outs, the foundational operating segments for both companies continue to deliver.
Meta is still a social media maven. Its top-tier social media destinations, such as Facebook, WhatsApp, Instagram, and Threads, helped lure an average of 3.56 billion people per day to its family of apps in March. A figure this large has made Meta an advertising magnet and afforded it exceptional pricing power.
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Furthermore, Meta has been deploying generative AI solutions within its ad network, enabling businesses to tailor static or video messages for individual users.
Like Meta, Amazon has utilized AI as a growth tool. The integration of generative AI and large language model solutions into Amazon Web Services, the No. 1 cloud infrastructure service platform in the world, has reaccelerated sales growth in this high-margin segment.
Whereas investors paid 23 to 37 times year-end cash flow to own shares of Amazon throughout the 2010s, shares now trade at a historically low 10 times forward-year cash flow.
Apple is a pretender At the other end of the spectrum, Apple is historically expensive.
Though iPhone 17 sales have picked up, the company's previous three years were marked by stagnant or shrinking hardware sales. Apple will have to prove to Wall Street and investors that its physical devices are once again resonating with consumers.
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Apple also offers the largest share repurchase program on Wall Street. More than $853 billion has been spent since the start of 2013 to retire over 44% of Apple's outstanding shares. While buybacks have been beneficial to Apple's shareholders and the company's earnings per share, they've also helped mask mediocre growth in net income.
Sean Williams has positions in Alphabet, Amazon, and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, and Netflix. The Motley Fool has a disclosure policy.
Johnson & Johnson (JNJ +1.64%) is one of the most recognized names in the healthcare sector. It is a Dividend King with over 50 consecutive annual dividend increases and operates in both the pharmaceutical and medical device segments of the broader healthcare sector. And the company believes it has both the foundation and the opportunity to grow at double-digit rates. Here's what CEO Joaquin Duato wants you to know.
J&J has a broad foundation to build on J&J has 28 platforms generating $1 billion in revenue each, according to CEO Duato, who recently spoke to Fox News about his company's growth prospects. That's a powerful foundation for the company to support its research and development efforts. Notably, the company isn't reliant on just one segment of the broader healthcare sector, as it is a leader in both the drug and medical device segments.
Image source: Getty Images.
That said, a strong foundation isn't enough to support the CEO's double-digit growth projection. In fact, for a company as large as J&J, double-digit growth is hard to achieve. This is where a unique opportunity arises, with Duato highlighting changes in U.S. tax policies that will allow his company to invest more heavily in the United States. Over the next four years, J&J plans to invest $55 billion in its home market.
This healthcare giant is getting bigger and better Johnson & Johnson is so large that there's no single product or division that can be singled out as the main driver of its growth plans. That said, the first big investment was a "500,000 square foot, state-of-the-art biologics manufacturing facility" in North Carolina. This single facility is expected to further the company's opportunity in cancer, immune-mediated, and neurological diseases. And that's just the starting point for the company's $55 billion investment plan.
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J&J's outlook is basically pretty simple. It is an industry-leading company with an attractive investment opportunity ahead. And now it also has the tax policy to support increased investment in that growth opportunity. According to Duato, the end result will be double-digit growth.
Johnson & Johnson could be more exciting than you think If you are a dividend investor, you may want to take a second look at this Dividend King. J&J may be a reliable dividend stock, but that doesn't mean it will be a boring, slow-growth business. At least, that's what the CEO is trying to tell investors, if you are willing to listen.
Peer-reviewed study identifies altered extracellular vesicles in Long COVID and provides additional scientific rationale for evaluating the Hemopurifier® as a potential treatment
, /PRNewswire/ -- Aethlon Medical, Inc. (Nasdaq: AEMD), a medical therapeutic company focused on developing products to treat cancer and life-threatening infectious diseases, today announced publication of new peer-reviewed research in the International Journal of Molecular Sciences demonstrating that patients with Long COVID exhibit significantly increased levels of mannosylated extracellular vesicles (EVs) that can be captured using the same Galanthus nivalis agglutinin (GNA) affinity resin incorporated into the Company's Hemopurifier®.
The study, conducted in collaboration with investigators from the University of California, San Francisco (UCSF), provides what we believe is new evidence supporting extracellular vesicles as a potential therapeutic target in Long COVID and helps establish a translational framework for future studies evaluating whether the Hemopurifier can remove disease-associated EVs and their molecular cargo.
"The publication of this study contributes to the scientific understanding of the biological mechanisms underlying Long COVID while strengthening the rationale for evaluating the Hemopurifier in this significant area of unmet medical need," said Jim Frakes, Chief Executive Officer and Chief Financial Officer of Aethlon Medical. "While the Company's current resources and primary focus remain dedicated to advancing our Australian oncology clinical trial, these findings provide additional translational evidence supporting future preclinical and clinical studies designed to determine whether removal of these circulating extracellular vesicles may benefit patients with Long COVID. More broadly, we believe these findings reinforce the potential of the Hemopurifier as a platform technology with potential applications across multiple disease areas. We believe there exists a 'pipeline within a single device.'"
Key Findings
Among the study's principal findings:
Patients with Long COVID had approximately two-fold higher levels of mannose-positive extracellular vesicles than individuals who recovered fully following COVID-19 infection. Small extracellular vesicles carrying disease-associated glycosylation patterns were successfully captured using GNA affinity resin, the active binding component of the Hemopurifier. GNA affinity resin treatment significantly reduced seven circulating microRNAs associated with immune regulation and inflammatory signaling. Computational pathway analysis suggested modulation of several biologically relevant signaling pathways implicated in Long COVID, including JAK-STAT, VEGF, PI3K, and Estrogen signaling. The findings help establish a mechanistic link between disease-associated extracellular vesicles and the Hemopurifier's lectin-based capture technology. The research analyzed plasma samples from participants enrolled in UCSF's Long-term Impact of Infection with Novel Coronavirus (LIINC) study.
The full peer-reviewed article, titled "Increased Mannosylation of Extracellular Vesicles in Long COVID Plasma as a Binding Target for Galanthus nivalis Agglutinin (GNA) Affinity Resin," appears in the International Journal of Molecular Sciences at https://www.mdpi.com/1422-0067/27/13/5723
About Aethlon and the Hemopurifier®
Aethlon Medical is a medical therapeutic company focused on developing the Hemopurifier, a clinical-stage immunotherapeutic device that is designed to combat cancer and life-threatening viral infections, and for use in organ transplantation. In human studies, the Hemopurifier has demonstrated the removal of life-threatening viruses, and in pre-clinical studies, the Hemopurifier has demonstrated the removal of harmful EVs from biological fluids, utilizing its proprietary lectin-based technology. This action has potential applications in cancer, where EVs may promote immune suppression and metastasis, and in life-threatening infectious diseases. The Hemopurifier is a U.S. Food and Drug Administration (FDA) designated Breakthrough Device indicated for the treatment of individuals with advanced or metastatic cancer who are either unresponsive to or intolerant of standard of care therapy, and with cancer types in which EVs have been shown to participate in the development or severity of the disease. The Hemopurifier also holds an FDA Breakthrough Device designation and an open Investigational Device Exemption (IDE) application related to the treatment of life-threatening viruses that are not addressed with approved therapies.
Additional information can be found at www.AethlonMedical.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that involve risks and uncertainties. Statements containing words such as "may," "believe," "anticipate," "expect," "intend," "plan," "project," "will," "projections," "estimate," "potentially," or similar expressions constitute forward-looking statements. Such forward-looking statements are subject to significant risks and uncertainties, and actual results may differ materially from the results anticipated in the forward-looking statements. These forward-looking statements are based upon Aethlon's current expectations and involve assumptions that may never materialize or may prove to be incorrect. Factors that may contribute to such differences include, without limitation, the Company's ability to determine whether the Hemopurifier has utility in additional disease indications, including Long COVID; the Company's ability to raise additional capital and to successfully complete development of the Hemopurifier; the Company's ability to successfully demonstrate the utility of the Hemopurifier in cancer and infectious diseases and in the transplant setting; the ability of the Hemopurifier to continue to show removal of platelet -derived EVs at a timepoint equivalent to a 4-hour HP treatment; the manuscript described in this release being under review and may be rejected for publication, require substantial revision, or be interpreted differently by the scientific community; the Company's ability to achieve and realize the anticipated benefits from potential milestones; the Company's ability to submit applications to and obtain approval from the additional Ethics Committees in Australia, including on the timing expected by the Company; the Company's ability to continue its oncology clinical trial in Australia, including on the timing expected by the Company; the Company's ability to manage and successfully complete its clinical trials, if initiated; the Company's ability to successfully manufacture the Hemopurifier in sufficient quantities for its clinical trials, and other potential risks. The foregoing list of risks and uncertainties is illustrative, but is not exhaustive. Additional factors that could cause results to differ materially from those anticipated in forward-looking statements can be found under the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended March 31, 2026, and in the Company's other filings with the Securities and Exchange Commission, including its quarterly Reports on Form 10-Q. All forward-looking statements contained in this press release speak only as of the date on which they were made. Except as may be required by law, the Company does not intend, nor does it undertake any duty, to update this information to reflect future events or circumstances. The preclinical findings described herein are preliminary in nature and may not be replicated in subsequent studies or clinical trials.
Company Contact:
Jim Frakes
Chief Executive Officer and Chief Financial Officer
Aethlon Medical, Inc.
[email protected]
Investor Contact:
Susan Noonan
S.A. Noonan Communications, LLC
[email protected]
Although Wall Street typically buries its dethroned category kings without ceremony, three former tech titans have spent the past year clawing their way back into the investor conversation. BlackBerry (NYSE: BB) has vaulted 172.8% year to date, Nokia (NYSE: NOK | NOK Price Prediction) has piled on 114.8%, and International Business Machines (NYSE: IBM) still commands a $242.7 billion market capitalization after divesting Kyndryl and rebuilding around hybrid cloud. But the long memory of public markets says only one type of comeback actually endures. The historical pattern is unforgiving: fallen tech leaders survive when they abandon the consumer battlefield and rebuild around an enterprise moat, and they fail when they chase the next consumer hype cycle.
The textbook precedent is IBM itself. When Lou Gerstner arrived in 1993, the company was hemorrhaging cash as the PC era eroded the mainframe’s pricing power. His pivot away from boxes and toward services, software, and consulting became the template every fallen tech name has tried to copy. Satya Nadella ran a similar playbook at Microsoft a generation later by stepping away from the Windows-phone war and rebuilding around Azure. Apple’s 1997 reinvention stands as the rare consumer-side exception, and exceptions do not make policy. The verdict that the record delivers is consistent: picks-and-shovels enterprise suppliers tend to survive, while consumer-comeback bets usually do not.
IBM: The Original Blueprint, Running It Again IBM is now attempting Gerstner 2.0. Arvind Krishna shed Kyndryl, paid $34 billion for Red Hat in 2019, and re-anchored the company on hybrid cloud, mainframes, and generative AI. Q1 2026 revenue rose 9.5% year over year, and the IBM Z mainframe line grew 51% as enterprises retooled for AI workloads. The stock trades at 23 times trailing earnings with a 2.6% dividend yield, and the company has raised its payout for 31 consecutive years. Over the past five years, IBM shares have returned 84.0%, a measured rerating rather than a euphoric one. Analysts carry an average price target of $293.89.
BlackBerry: The Cleanest Break From the Old Battlefield BlackBerry sold its handset business long ago and re-emerged as an embedded-software and secure-communications pure play. Q1 FY27 revenue jumped 25.6% to $152.9 million, with the QNX segment delivering $72.3 million at an 86% adjusted gross margin. QNX now sits inside more than 275 million vehicles with a royalty backlog near $950 million, and the company has partnered with Nvidia on QNX OS for Safety 8.0 integrated with Nvidia IGX Thor. CEO John Giamatteo told investors, “We are no longer a company in transition. We are a growth company.” The catch lives in the multiple. BlackBerry trades at 96 times trailing earnings and 53 times forward earnings, against an analyst consensus price target of $6.43 while the stock changes hands above $10. The business is improving, but the valuation has run ahead of it.
Nokia: True Reinvention or Cyclical Telecom Rebound? Nokia sold its handset arm to Microsoft in 2014, divested HERE maps, and now positions itself as a telecom and AI-infrastructure supplier. Q4 2025 revenue of $7.12 billion beat consensus by 17.0%, with Optical Networks revenue of $2.8 billion, soaring on AI and cloud demand following the Infinera acquisition. Nvidia took a $1 billion equity stake as part of an AI-RAN partnership. The reinvention case, however, is only partial. FY25 net income still fell 49% to $737 million, and the stock trades at 87 times trailing earnings against an analyst price target of $14.89. The optical and IP-routing lines look structural; the mobile-networks legacy still moves with carrier capex cycles.
The Ranked Verdict Score each name against the Gerstner survivor profile, the test of whether a company has abandoned the old consumer field and rebuilt around a durable enterprise moat—and a ranking emerges:
IBM. Closest match. It wrote the playbook, scaled it, and is running it for a second cycle with mainframes and generative AI as the wedge. A 35.8% return on equity and three decades of dividend hikes are the receipts. BlackBerry. The cleanest narrative break from its old consumer identity, but the smallest scale and the richest multiple. The QNX thesis has substance; the price now demands flawless execution. Recent filings show a genuine business inflection. Nokia. Mid-pivot. Optical and AI-RAN are the right adjacencies, yet the mobile-networks legacy still trades on telco capex. Treat part of the rerating as cyclical until the structural mix proves otherwise. Long term, Wall Street still rewards companies that pick a durable enterprise lane and stay in it. The historical record says investors who confuse a cyclical bounce with a structural reinvention tend to learn the difference the expensive way. The past three decades of fallen-titan comebacks suggest the survivor profile is built quarter by quarter, not bought in a single rerating.
EDMONTON, Alberta, June 26, 2026 (GLOBE NEWSWIRE) -- BetMGM, a leading sports betting and iGaming operator, announced the opening of pre-registration for its online sportsbook and online casino in Alberta. Pending regulatory approval, BetMGM will officially launch on July 13, marking the company’s first international expansion since entering Ontario in 2022.
“Alberta players can enjoy legendary experiences as well as the same product strength, responsible gambling leadership, and MGM-powered rewards that fueled BetMGM’s growth in Ontario,” said Adam Greenblatt, Chief Executive Officer, BetMGM. “Alberta represents a significant opportunity to drive meaningful impact as we build on our momentum across North America.”
To celebrate its Alberta launch, BetMGM will be sponsoring a sweepstakes offering Albertans a chance to win an ultimate NHL prize – two regular season tickets to the NHL team of their choice for the 2026-2027 NHL season. The contest is free to enter with no purchase or sign-up necessary. Full details, including rules and entry instructions, are available at seatsfortheseason.com. Must be 18+ and physically located in Alberta. The NHL and its affiliated entities are not sponsors of this contest. Terms and conditions apply.
Live and Legendary in Alberta
BetMGM makes unforgettable moments of sports and gaming even more personal, powerful, and fun through unmatched digital technology and evocative player experiences. Highlights include:
Play. Earn. Redeem: Unlock Vegas with BetMGM Rewards. Digital play, real-world rewards across the MGM and BetMGM ecosystem.Award-Winning Online Casino: Over 4,000 titles at launch, including exclusive slot games, jackpot slots, table games, live dealer experiences, and arcade-style content. Live‑streamed play from the Playtech studio at MGM Grand Las Vegas is coming soon and BetMGM’s progressive jackpot will be extended to include Alberta.Premium Mobile Sportsbook Experience: BetMGM’s mobile app delivers a fast, intuitive and rewarding experience with a streamlined interface and quick navigation. Alberta players can access popular betting markets, live wagering options, and team and player research all in one place.Responsible Gambling to Ensure Betting Remains Safe, Fun and Sustainable: BetMGM exceeds Alberta’s mandatory responsible gambling requirements, including accreditation under the Responsible Gambling Council’s RG Check program, which is required for all operators in the province’s regulated market. From market launch, BetMGM will offer a comprehensive suite of responsible gambling tools such as deposit limits, session reminders, and cooling off periods and will integrate with Alberta’s centralized self-exclusion system, allowing players to self-exclude across all licensed gaming platforms.BetMGM and Corus Entertainment: BetMGM has partnered with Corus Entertainment to leverage Corus’ strong local presence. Corus will connect BetMGM with Albertan audiences through its extensive owned media ecosystem, including radio, podcasts, and streaming platforms, positioning the brand as a key player in entertainment. Informed by Corus Consumer Insights, the strategy focuses on high-impact, culturally relevant activations such as co-branded contests and exclusive Las Vegas experiences. The partnership also includes broad media integrations – from radio station sponsorships and CFL broadcasts to Connected TV placements- ensuring sustained visibility and engagement across the market.Christopher Mercer, Senior Vice President, Media Sales and Solutions, Corus Entertainment, said, “This partnership with BetMGM highlights the strength of Corus Entertainment’s trusted brands and deep audience connections across our local markets. By combining the broad reach of our radio stations, digital properties, streaming platforms and podcast network, we’re creating new ways for brands to engage consumers through relevant content, premium experiences and innovative advertising solutions, bringing BetMGM closer to audiences in authentic and impactful ways.”
How to Preregister for BetMGM Alberta
Starting today, residents of Alberta age 18+ can create a BetMGM account by visiting BetMGM.ca.Preregistered players can deposit funds and place bets when the market launches on July 13.At launch, pre-registered members will be among the first to access BetMGM’s full suite of sports betting, online casino, and live dealer casino games.
For more information on BetMGM, follow @BetMGM on X.
See BetMGM.com for Terms. 18+ only. Bet Responsibly. AB only. Subject to eligibility requirements. If gambling is affecting your mental health or well-being, 211 Alberta is here to help. Call or text 211 or visit ab.211.ca.
About BetMGM
BetMGM is a market leading sports betting and gaming entertainment company, pioneering the online gaming industry. Born out of a partnership between MGM Resorts International (NYSE: MGM) and Entain Plc (LSE: ENT), BetMGM has exclusive access to all of MGM's U.S. land-based and online sports betting, major tournament poker, and online gaming businesses. Utilizing Entain's U.S.-licensed, state-of-the-art technology, BetMGM offers sports betting and online gaming via market-leading brands including BetMGM, Borgata Casino, Party Casino and Party Poker. Founded in 2018, BetMGM is headquartered in New Jersey. For more information, visit https://casino.betmgm.ca/en/blog/ or https://sports.betmgm.ca/en/blog.
Oil prices doubled at one point this year due to the closure of the Strait of Hormuz, surging from around $60 to almost $120. However, crude has given back most of those gains, falling into the $70s, as the U.S. and Iran have agreed to a deal to reopen that key energy waterway.
While the oil market has a long road to recovery, I expect oil will hit $60 a barrel at some point next year. Here's why and the oil stocks to buy under this scenario.
Image source: Getty Images.
From a supply shortage to a glut Iran's moves to close the Strait of Hormuz created a massive oil supply disruption. The International Energy Agency (IEA) estimates that it blocked more than 14 million barrels per day (BPD) from the market, over 10% of global demand.
However, the IEA anticipates that the oil market will shift from a supply shortfall to a glut by 2027. Global oil supplies are on track to surge by 8 million BPD next year, while demand will only rise by around 2 million BPD. That's due to a return of shut-in supplies in the Middle East, as well as higher output from Iran, the UAE, and Venezuela. As a result, the IEA expects supply to outpace demand by more than 5 million BPD next year, down from a nearly 1 million BPD shortfall this year.
This excess supply will help the industry rebuild oil inventory levels, which have plunged as they bridged the gap this year. However, as storage levels rebuild, oil prices will likely start falling toward $60.
These oil stocks don't really care about crude prices Falling oil prices will hurt oil producers, who will earn far less at $60 a barrel than they did at twice that level. However, it won't affect oil pipeline stocks. That's because they're paid fixed fees based on the volumes flowing through their midstream systems.
Enbridge (ENB +1.63%) operates North America's longest and most complex crude oil and liquids pipeline system at more than 18,000 miles. It transports 30% of the oil produced on the continent. About 99% of its liquids pipeline earnings come from regulated rate structures or take-or-pay contracts, providing it with very predictable cash flow. Enbridge's cash flow is so predictable that it has achieved its annual financial guidance for 20 straight years, which includes two notable oil market downturns. It has also increased its dividend for 31 consecutive years (in Canadian dollars). The pipeline company has a multi-year backlog of commercially secured expansion projects to support growing energy demand, which should grow its cash flow per share by around 5% annually starting in 2027. With a more than 5% current dividend yield and 5% annual earnings growth ahead, Enbridge can generate double-digit total operational returns (income yield plus earnings growth rate) regardless of what oil averages next year.
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Plains All American Pipeline (PAA +0.70%) is a master limited partnership (an entity that sends a Schedule K-1 Federal Tax form each year) focused on operating oil pipelines and related infrastructure. It owns over 20,000 miles of pipelines and has about 118 million barrels of liquids storage capacity. Roughly 85% of its earnings come from fee-based contracts, limiting the impact of oil price volatility on its cash flows. Plains All American Pipeline expects rising global oil demand to drive mid-single-digit earnings growth over the long term. That should give the oil pipeline company more fuel to increase its high-yielding distribution (nearly 8% current yield). That high-yielding payout will provide a solid base return in any oil price environment.
Oil pipelines will be just fine at $60 oil The oil market will shift from a severe shortage to a major supply glut over the coming year. That will likely put further downward pressure on crude prices, which I predict will hit $60 a barrel by 2027. While that will negatively affect oil producers, it won't impact oil pipeline operators such as Enbridge and Plains All American Pipeline. That makes those oil stocks worth buying now, as they'll provide investors with income and steady returns even as oil prices continue to cool.
If you're looking for dividend stocks that can significantly boost your annual income, Realty Income (O 0.08%) might be one of the best to consider in 2026. It currently offers a high yield surpassing 5% and pays dividends every month.
If you want to earn $500 in annual income, you'll need to buy at least 154 shares -- roughly $9,500 -- at the recent $61.60 share price. This is based on the current monthly payout of $0.2710 per share, or $3.252 on a forward-12-month basis.
Image source: Getty Images.
Realty Income has increased its dividend at a 4% annualized rate since 1994. If it continues to grow the dividend at the same rate over the next 20 years, that $500 in annual income would grow to about $1,095.
No dividend stock is risk-free. Higher interest rates can be a major headwind for real estate investment trusts (REITs) like Realty Income. Higher rates raise borrowing costs and lower property valuations. This is one reason Realty Income shares have been weighed down over the past few years.
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However, there are a few reasons to expect Realty Income to sustain and grow its dividend. It holds a diversified portfolio of more than 15,000 properties. Some of its largest tenants include major companies such as Dollar General, 7-Eleven, and FedEx, which provide Realty Income steady income across economic cycles.
Realty Income also benefits from scale. For example, it reviewed $31 billion in investment opportunities in the first quarter alone. This allows management to be very selective in choosing the best deals. Of those opportunities, it closed deals totaling $2.8 billion at a 7.1% weighted average cash yield.
This is a solid dividend stock that can provide reliable monthly income for potentially decades, as it has for more than 57 years.
John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Realty Income. The Motley Fool recommends FedEx. The Motley Fool has a disclosure policy.
I've been a fan of dividend stocks ever since I started investing. I own more than a dozen of them in my portfolio, and that's not including several ETF holdings that make regular distributions. To be clear, I buy every stock in my portfolio with the intention of holding for the long term, and that's especially true when it comes to income stocks.
However, there are only a select few that I consider to truly be "forever stocks," which I can't see myself selling unless something dramatically changes (e.g., the company gets acquired). Here are two in particular that I've owned for years and plan to keep for decades to come.
Image source: Getty Images.
My first (and favorite) dividend stock Realty Income (O 0.08%) was the first stock I bought specifically because it was an excellent income investment. I added shares of the massive real estate investment trust (REIT) to my portfolio in 2014 and have added to the position many times since.
I've called Realty Income my favorite all-around dividend stock in the market, as it is an excellent combination of consistently growing income, market-beating total return potential, and low volatility.
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If you aren't familiar with the company, Realty Income owns about 15,700 properties, most of which are leased to retail tenants. It specifically chooses high-quality tenants whose businesses are recession-resistant and aren't easily disrupted by e-commerce competition. Not only that, but tenants sign long-term triple-net leases, which have built-in annual rent increases and require tenants to cover taxes, insurance, and maintenance costs.
Realty Income has increased its dividend for more than 100 consecutive quarters. It has a 5.3% dividend yield, paid monthly. And it has produced annualized total returns of 13.6% since its 1994 NYSE listing.
A high yield at a discount Vici Properties (VICI 0.75%) hasn't exactly been a top performer lately. It specializes in casino properties, and Las Vegas tourism has struggled recently, plus the extremely long-term nature of its leases (40+ years) makes it highly sensitive to interest rates, which have remained stubbornly high.
However, this is an excellent business with a 6.8% dividend yield and significant growth potential. It owns a portfolio of iconic assets, including Caesars Palace, MGM Grand, and The Venetian in Las Vegas. It has a strong balance sheet and excellent credit, which gives it the financial flexibility to grow. And it has an established track record of adding shareholder value when it finds an attractive acquisition target.
As of this writing, Vici trades for about 10.8 times expected 2026 funds from operations (FFO-the real estate equivalent of "earnings"). It's a rare bargain in an expensive market, and it's a position that I plan to add to significantly and hold forever.
NORTH CHICAGO, Ill., June 26, 2026 /PRNewswire/ -- AbbVie (NYSE: ABBV) will announce its second-quarter 2026 financial results on Friday, July 31, 2026, before the market opens. AbbVie will host a live webcast of the earnings conference call at 8 a.m. Central time. It will be accessible through AbbVie's Investor Relations website at investors.abbvie.com. An archived edition of the session will be available later that day.
About AbbVie
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, neuroscience and oncology – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube.
Thanks to its integration with the U.S. military, Palantir (NASDAQ: PLTR) stock temporarily reversed its previous losses with the onset of the Iran War before suffering another drop in early April.
President Donald Trump, however, created something of a local bottom for PLTR shares when he, on April 10, took to Truth Social to praise the firm’s ‘war fighting capabilities and equipment’ and taking the announcement as an investing recommendation would have temporarily yielded respectable returns.
Specifically, Palantir stock was trading at $128.06 at the time of the social media post and soared 19.18% to $152.62 by April 22. Thus, a $1,000 investment made shortly after the President made his remark about PLTR would have led to a $191.80 profit.
Still, the equity failed to sustain the upward momentum long-term and is, at $107.27 at press time on June 26, not only 29.71% down from the late April highs, but also 16.23% under the April 10 bottom.
Therefore, the initial success of the Trump-encouraged trade would have evaporated, and the $1,000 purchase would have turned into a $837.70 position for a $162.30 loss.
Palantir stock price YTD chart. Source: Google What is next for Palantir stock in 2026? Elsewhere, Palantir’s recent stock market woes failed to turn Wall Street sour on the software giant. Indeed, institutional experts remain rather confident that PLTR shares will overcome the downtrend in the coming 12 months and rally to $185.35 on average.
A bullish thesis shared by Wedbush analyst Dan Ives earlier in June, for example, argues that investors have yet to appreciate the value of the software giant and that the firm’s deepening footprint in enterprise artificial intelligence (AI) will eventually transform into powerful tailwinds.
Ives’ views were not only accompanied by a highly optimistic $230 price target – for an estimated $114.41 rally from $107.27 at press time – but also echoed by Palantir CEO Alex Karp.
According to Karp, traders are rapidly becoming weary of frontier AI labs that have, so far, failed to truly attempt to solve genuine business problems, unlike his firm.
Should the CEO and the Wall Street analyst be proven correct, capital might end its rotation away from the companies currently most associated with the AI boom and into more established software giants such as Palantir, leading to a PLTR rally later down the line.
Featured image via Shutterstock
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Strong Results, But Profit-Taking Takes HoldMicron reported adjusted earnings per share of $25.11 on revenue of $41.46 billion, while adjusted gross margin reached 84.9%. The company also forecast fiscal fourth-quarter adjusted EPS of about $31 on revenue of roughly $50 billion.
Management said it has signed multi-year strategic customer agreements designed to make revenue and earnings more predictable. Analysts also pointed to sustained pricing strength for AI-focused DRAM and NAND memory as another positive sign for the business.
Even so, the broader risk-off mood weighed on high-growth semiconductor stocks, prompting investors to lock in gains after Micron’s sharp rally.
Bank Of America Sees Structural Memory ShiftBank of America Securities analyst Vivek Arya told CNBC on Thursday that the memory industry is seeing a structural shift rather than a typical cyclical upswing, driven by AI demand and tighter supply discipline.
The analyst said AI depends heavily on memory, while high-bandwidth memory is three to four times harder to produce than conventional chips.
He said Micron’s results showed stronger cycle durability, supported by agreements with 16 customers that provide multi-year visibility into supply, pricing, and units.
Arya said memory now accounts for about 35% to 40% of cloud capital spending, and the supply-demand imbalance could last at least through the end of next year.
The analyst said AI infrastructure deployment should continue through the end of the decade, though growth may not remain at 60% to 70% annually.
Technical Picture Remains BullishDespite Friday’s pullback, Micron remains in a strong long-term uptrend.
The stock trades 12.8% above its 20-day simple moving average, 46.6% above its 50-day SMA and 174.7% above its 200-day SMA. Those large gaps suggest the shares remain extended after a powerful rally and could see additional short-term volatility if buyers fail to defend key support levels.
Momentum indicators also remain constructive. The MACD stays above its signal line, indicating bullish momentum remains intact even as the stock retraces from recent highs.
Micron recently reached a 52-week high of $1,255 in June after rebounding sharply from its April low. So far, the latest decline appears to be a normal pullback rather than a reversal of the broader uptrend.
Key resistance is $1,255, while the nearest support is the 20-day SMA at $1,024.97.
Analysts Remain BullishThe stock carries a Buy consensus rating from 50 analysts, with an average price forecast of $1,477.17. Recent analyst actions include:
Barclays: Overweight; raised price forecast to $2,000 on June 25. Citigroup: Buy; raised price forecast to $1,400 on June 25. Goldman Sachs: Neutral; raised price forecast to $1,100 on June 25. Micron trades at roughly 27.4 times forward earnings, reflecting expectations for continued AI-driven growth.
Benzinga Edge SnapshotMicron continues to score highly on Benzinga Edge metrics.
Its Momentum score stands at 99.73, while Quality is 98.30 and Growth is 85.18. The Value score is 15.94, indicating investors are paying a premium for the company’s growth prospects.
The combination suggests Micron remains a strong momentum stock. However, elevated expectations could make the shares more sensitive to market pullbacks.
ETF ExposureMicron is a major holding in several semiconductor-focused exchange-traded funds:
Large inflows or outflows in these funds can create additional buying or selling pressure on Micron shares.
Price ActionMU Stock Price Activity: Micron Technology shares were down 5.24% at $1150.00 during premarket trading on Friday, according to Benzinga Pro data.
Image via Shutterstock
Market News and Data brought to you by Benzinga APIs
Micron Technology's shares tumbled on Friday, paring gains from earlier in the week after reporting blowout earnings.
The memory chipmaker declined nearly 5% in premarket trading as other U.S. semiconductor firms also struggled. Intel was last down just over 3%, Sandisk fell 5%, Arm shed 4%, and Marvell declined 3.7%.
Investors remain wary of the rising costs of artificial intelligence infrastructure, with the sell-off reverberating across global markets.
In Europe, key chip stocks also saw losses. ASML was down 2.2%, Infineon fell 3.7%, ASM International dropped 2.8%, ST Microelectronics lost 3.3%, and Be Semiconductor fell 2%. Japanese conglomerate Softbank led losses in Asia and plunged more than 12%.
Micron's third-quarter revenue more than quadrupled to $41.46 billion, up from $9.3 billion a year prior, it reported on Wednesday, beating analysts' expectations. It's projecting revenue of around $50 billion for the current quarter, compared with $11.3 billion a year earlier. The company's stock soared more than 15% on the day and is up 863% over the past year.
Micron's stock over the past year.
As major hyperscalers build out AI infrastructure, including data centers, they're requiring huge amounts of memory chips that they're purchasing from Micron.
That surge in demand is reducing the supply of memory for other devices like smartphones, PCs, and more, which has pushed prices higher and lifted Micron's earnings.
Key Takeaways BB posted y/y 26% revenue growth in Q1, with adjusted EBITDA rising to $36.3M from $14.9M.QNX revenues rose 26% as BlackBerry cited wins in automotive, embedded markets and Physical AI demand.BlackBerry lifted FY27 revenue and EBITDA guidance, driven by higher QNX and licensing expectations. BlackBerry Limited (BB - Free Report) used its first-quarter fiscal 2027 earnings call to press a forward-looking message rather than dwell on the headline beat. Management framed the quarter as evidence that its turnaround has moved from cost repair to profitable growth.
That mattered because the results came with stronger cash generation, higher QNX and licensing expectations, and fresh emphasis on longer-cycle opportunities in software-defined vehicles, embedded systems and government secure communications.
BB Starts FY27 With LeverageChief executive officer John Giamatteo said that both QNX and Secure Communications delivered Rule of 40 performance in the quarter, reinforcing management’s argument that the portfolio is now producing healthier growth with stronger profitability.
Revenues rose 26% year over year to $152.9 million, whereas adjusted EBITDA climbed to $36.3 million from $14.9 million. Adjusted EPS was $0.04, beating the Zacks Consensus Estimate of $0.03 by 33.3%, and revenues surpassed the Zacks Consensus Estimate of $136.10 million by 12.3%.
Chief financial officer Tim Foote also pointed to a positive operating cash flow of $4.6 million, which management described as BlackBerry’s first cash-positive fiscal first quarter in nine years, excluding the fiscal 2024 patent sale.
BlackBerry Pushes QNX Beyond AutoGiamatteo spent much of the call on QNX, which generated $72.3 million in revenues, up 26% from a year earlier, with adjusted EBITDA of $19.3 million. He said that development license revenues reached the highest level in eight quarters, which management views as an early signal of royalty growth.
The company highlighted wins spanning automotive and general embedded markets, including ADAS, driver monitoring, commercial vehicles, semiconductor equipment and medical diagnostics. Giamatteo tied that pipeline to growing demand for safety-certified, deterministic software in robotics, industrial automation and what he repeatedly called Physical AI.
Management also gave Alloy Kore unusual prominence. Giamatteo said that the platform could move BlackBerry from operating system supplier to deeper platform provider, lifting software content per vehicle by multiples, and he maintained confidence that a first design win can be secured this fiscal year.
BB Finds Stability in Secure CommunicationsSecure Communications delivered $73.6 million in revenues, up 24% year over year, with adjusted EBITDA of $20.2 million. ARR was stable sequentially at $220 million, whereas dollar-based net retention held at 92%.
Giamatteo said that the quarter showed what the segment can do when a steadier recurring base is paired with a large government award. The biggest contributor was the previously disclosed Shared Services Canada expansion, which drove strong in-quarter revenue recognition tied to sovereign architecture deployment.
He also stressed that these large contracts do not arrive every quarter. Even so, management said that demand trends remain favorable as governments prioritize digital sovereignty, cybersecurity modernization and secure communications infrastructure.
BlackBerry Lifts QNX & EBITDA ViewFoote raised the company’s full-year QNX revenue guidance to $295-$312 million and the QNX adjusted EBITDA guidance to $74-$86 million. Licensing guidance also moved higher, with revenues expected at $29 million and adjusted EBITDA at $25 million.
At the total-company level, BlackBerry sees fiscal 2027 revenues of $594-$621 million and adjusted EBITDA of $119-$139 million. Fiscal second-quarter revenues are projected at $137-$148 million, with an adjusted EPS of $0.03-$0.04 and the operating cash flow between breakeven and $10 million.
Secure Communications’ guidance was not lifted in the same way, which fits management’s message that the business is improving but still subject to quarter-to-quarter variability, depending on deal timing and mix.
BB Q&A Centers on Alloy KoreAnalysts pressed hardest on Secure Communications’ durability and the scale of Alloy Kore. In response to Canaccord Genuity, Giamatteo said that ARR remains the best measure of the segment’s baseline stability, while upside comes from large, lumpy government contracts with long sales cycles.
On Alloy Kore, management sounded more explicit than in prepared remarks. Giamatteo told Canaccord that the platform could increase addressable revenues per vehicle by “hundreds of percents,” while Foote later told Stifel that some existing programs could migrate faster and create backlog uplift.
Questions from Stifel, Raymond James and RBC also drew a consistent message on GEM: it is growing materially faster than automotive from a smaller base, and management expects meaningful wins there this year, even if automotive remains the larger long-term dollar opportunity.
BlackBerry Sticks With Disciplined GrowthThe closing tone was measured rather than celebratory. Giamatteo said that growth will not be linear, but he argued that the company’s long-term value drivers are now better established across QNX, Secure Communications and licensing.
Foote reinforced that posture by linking stronger profitability to operating leverage and by highlighting the company’s $422.9-million cash and investments balance, alongside continued buybacks. That combination left management focused on disciplined execution, capital allocation and backlog expansion rather than near-term quarter management.
Zacks Signals Remain CautiousBB currently carries a Zacks Rank #3 (Hold), with a Value Score of F, a Growth Score of C, a Momentum Score of C and a VGM Score of F. Under the Zacks framework, a Rank #3 can be held, but it does not carry the stronger near-term return profile associated with a Zacks Rank #1 (Strong Buy) or a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Style Scores also remain mixed. Zacks says that higher grades are better, while weak scores can limit the upside potential over the next 30 days, especially when they are not paired with a top rank. That makes BB’s current setup more balanced than aggressive, and the rank can still change as earnings estimate revisions adjust after the quarter.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$3.12▼
$10.93P/E Ratio128.58
Price Target$7.17
BlackBerry Limited NYSE: BB delivered a Q1 fiscal 2027 earnings beat that impressed investors.
The June 25 report showed revenue surging 26% year-over-year to $152.9 million, well above the $139.8 million consensus.
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Adjusted earnings per share (EPS) of four cents topped the analysts’ estimate of three cents.
However, a double beat alone doesn’t explain BB’s nearly 20% post-earnings surge, or its more than 170% year-to-date rally.
The bigger story is about the company’s ongoing transformation. BlackBerry is now a pure-play software company with a real foothold in what many call AI's next leg: physical AI. The question for investors is whether the recent surge is too early or just the start of a longer rally.
BlackBerry Earnings Beat Shows Software Strategy Is WorkingAt a time when many technology stocks are being judged by a “what have you done for me lately?” standard, BlackBerry's latest earnings report gave the bulls a lot of ammunition. The numbers show that the company is converting its software pivot into durable profitability.
BlackBerry posted its fifth consecutive quarter of positive GAAP net income. Adjusted EBITDA grew 144% year-over-year. Both the QNX and Secure Communications segments achieved Rule of 40 performance, a benchmark that combines growth and margin into a single test of software-business quality. The company also generated $4.6 million in operating cash flow, marking its first positive operating cash flow quarter in nine years, excluding a prior patent sale.
Management raised full-year guidance to revenue of $594 million to $621 million and adjusted EPS between 16 cents and 20 cents.
How QNX Positions BlackBerry for the Physical AI Boom BlackBerry has fully exited handsets and now exclusively sells software. QNX, its real-time operating system, sits inside more than 275 million vehicles on the road today.
That installed base gives BlackBerry a strategic position in physical AI. Physical AI refers to systems where models drive real-world machines: autonomous vehicles, humanoid robots, surgical equipment and industrial automation. These applications need software that responds in microseconds with zero tolerance for failure.
This is where QNX shines. Its deterministic, safety-certified architecture is built for exactly these workloads. Cloud-trained AI must eventually run on certified embedded software when it touches the physical world, and that layer is QNX's value proposition.
The NVIDIA NASDAQ: NVDA partnership, which was announced at Hannover Messe in April, amplifies the opportunity. QNX OS for Safety 8.0 now integrates with NVIDIA's IGX Thor platform and Halos Safety Stack. The combination targets autonomous mobile robots, humanoids, surgical robotics, and industrial automation.
Those are categories NVIDIA CEO Jensen Huang has flagged as multi-trillion-dollar end markets. A separate design win with Chinese EV maker Leapmotor for its D19 SUV signals continued automotive traction even as QNX expands into new verticals.
Can BlackBerry's Valuation Support More Upside? After the post-earnings bump, BB shares trade around $10 with a trailing price-to-earnings (P/E) ratio just shy of 130x.
Current Price$10.29High Forecast$12.00Average Forecast$7.17Low Forecast$4.50BlackBerry Stock Forecast Details
The Blackberry analyst consensus forecasts on MarketBeat have the stock rated a Hold, with a consensus price target of around $7.
However, Canaccord Genuity nearly doubled its price target to $8.20 from $4.40 on June 24, and Stifel Nicolas initiated coverage with a $12 price target. Investors will be watching to see if these are outliers or the start of a trend.
The consensus Hold rating suggests analysts still view BB as a slow-growth business. But if price targets begin to chase the company’s fundamentals, the outlook will change.
For example, if QNX captures even a small slice of the physical AI software stack, the addressable market expands well beyond automotive. The NVIDIA partnership also opens distribution to a developer ecosystem numbering in the millions.
That is the "early" argument. Bears counter that the revenue base is still small relative to ambitions. Competition from open-source ROS 2 and established players like Wind River and Green Hills Software is real and well-funded.
The Catch: QNX Momentum May Take Time to ScaleSeveral risks deserve attention before chasing the rally. QNX revenue grew strongly in Q1, but automotive software design cycles are notoriously long. Royalty revenue depends on vehicle production volumes, which remain choppy globally.
Secure Communications growth runs in the mid-single digits. That segment generates steady cash but will not drive the multiple expansion needed to justify the current price.
Stock-based compensation and dilution are also persistent issues. A buyback program is in place, but the share count needs to fall further for per-share metrics to improve meaningfully.
Is BlackBerry Stock a Buy After Its Massive Rally? The Q1 print confirmed that BlackBerry's pivot is working. Physical AI gives the company a real growth narrative for the first time in over a decade. But at current prices, investors are paying for a story that needs several quarters of execution to fully play out.
For long-term holders, the thesis remains intact, and the guidance raise gives them another quarter of cover. For new buyers, waiting for a pullback or a clearer signal that QNX royalties are accelerating may be the more disciplined approach.
BlackBerry Limited (BB) Price Chart for Friday, June, 26, 2026
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Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.
"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
Item 1 of 2 The logo of Amgen biopharmaceutical company hangs at the Stripe Young Scientist and Technology exhibition at the RDS, in Dublin, Ireland, January 9, 2026. REUTERS/Clodagh Kilcoyne/File Photo
[1/2]The logo of Amgen biopharmaceutical company hangs at the Stripe Young Scientist and Technology exhibition at the RDS, in Dublin, Ireland, January 9, 2026. REUTERS/Clodagh Kilcoyne/File Photo Purchase Licensing Rights, opens new tab
CompaniesJune 26 (Reuters) - The European Medicines Agency on Friday recommended revoking the marketing authorisation for Amgen's (AMGN.O), opens new tab rare autoimmune disease drug, Tavneos, citing a lack of benefits that outweigh its risks.
In April, the U.S. FDA's Center for Drug Evaluation and Research had proposed withdrawing approval of Tavneos, after identifying 76 cases of drug-induced liver injury with evidence suggesting a causal link to the drug.
Keep up with the latest medical breakthroughs and healthcare trends with the Reuters Health Rounds newsletter. Sign up here.
The EMA said the clinical study supporting the medicine's EU approval breached good clinical practice principles and the data were found to be incorrect, misleading and no longer reliable for demonstrating Tavneos' effectiveness.
The data collected after the drug was approved, along with additional analyses carried out after the main study, were not enough to prove the medicine's benefits, the EMA said.
Tavneos, approved in 2022 in the EU, treats anti-neutrophil cytoplasmic autoantibody-associated vasculitis, a rare group of autoimmune diseases that cause inflammation in small- to medium-sized blood vessels.
Amgen said in a statement it was "deeply concerned" about the potential impact of the recommendation and that it "continues to believe that Tavneos is an important treatment option for people living with AAV."
The company said CSL Vifor, its partner in Europe, is leading interactions with the EMA regarding the next steps for patients and healthcare providers in Europe.
The EMA's Committee for Medicinal Products for Human Use has recommended that no new patients should start treatment with Tavneos, while existing patients should be switched to suitable alternatives.
Amgen has signed up a research firm to independently review the data on Tavneos, as it seeks to prove the drug's benefits before a hearing with the FDA.
The drugmaker said the deadline for submitting the data to the FDA has been extended to July 29 from June 29.
Reporting by Christy Santhosh in Bengaluru; Editing by Shreya Biswas
Our Standards: The Thomson Reuters Trust Principles., opens new tab
NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ:Z, ZG) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from potential violations of the federal securities laws.
Lead Plaintiff Deadline: August 10, 2026Alleged Misconduct: Securities fraud relating to Zillow’s allegedly anticompetitive agreement with Redfin CorporationLargest Alleged Stock Drop: February 11, 2026 – 16.54% Stock Drop on Class C shares; 17.13% Stock Drop on Class A shares.Court: U.S. District Court for the Western District of WashingtonAction: Contact BFA Law to discuss your rights Investors have until August 10, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Zillow Class C and Class A common stock. The class action is pending in the U.S. District Court for the Western District of Washington. It is captioned Breidert v. Zillow Group, Inc., et al., No. 26-cv-02016.
Why is Zillow Being Sued for Securities Fraud?
On February 6, 2025, Zillow entered into an agreement with Redfin through which Zillow became the exclusive provider of multifamily rental listings on Redfin’s platform and affiliate websites, including Rent.com. According to the complaint, during the relevant period, Zillow characterized the agreement with Redfin as a “partnership” that would provide Zillow exclusive access to Redfin’s advertising platform.
As alleged, in truth, under the terms of the agreement, Zillow paid Redfin $100 million to stop competing with Zillow, facilitate the transition of its multifamily rental advertising business to Zillow, and close the remainder of its business.
Why did Zillow’s Stock Drop?
On September 30, 2025, the FTC filed a complaint against Zillow and Redfin alleging violations of the federal antitrust laws. According to the FTC complaint, “Zillow and Redfin executed an unlawful agreement to remove competition from [the online rental marketplaces industry], starting with a $100 million payment to Redfin to exit the [Internet Listing Services] market.” In sum, the FTC alleged, “[t]his agreement is nothing more than an end run around competition on the merits with Redfin for customers…” This news caused the price of Zillow’s Class C and A common stock to decline 4.33% and 4.5%, respectively.
On February 10, 2026, Zillow’s CFO told investors that Zillow experienced increased legal expenses which “will result in approximately 200 basis points headwind to EBITDA margins in Q1.” On this news, the price of Zillow’s Class C and A common stock declined 16.54%, and 17.13%, respectively.
Finally, on May 7, 2026, Reuters reported that a “federal judge rejected [Zillow and Redfin’s] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings.” This news caused the price of Zillow’s Class C and A common stock to decline 1.9% and 1.76%, respectively.
Click here for more information: https://www.bfalaw.com/cases/zillow-class-action-lawsuit.
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If you invested in Zillow, you may have legal options and are encouraged to submit your information to the firm.
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BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
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Philip Morris International Inc. (PMI) (NYSE: PM) has been named in the WSJ Leadership Institute's inaugural âBest Companies for the Futureâ ranking, which
Vancouver, Kelowna, and Delta, British Columbia--(Newsfile Corp. - June 26, 2026) - Investorideas.com, a leading investment platform for retail investors releases an editorial snapshot on biotech and medical tech stocks announcing potential treatments and vaccines for the 2026 Ebola virus outbreak.
From Vaccines to Therapeutics; How Biotech Is Addressing the Ebola Outbreak
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According to a recent ABC news headline - "France confirms 1st Ebola case linked to DRC as UN warns outbreak is fastest-growing in Africa's history. The outbreak has led to more than 1,000 cases and more than 260 deaths."
UN news reports – "Ebola has been spreading at unprecedented speed in the eastern Democratic Republic of the Congo (DRC), bringing risk and fear into people's daily lives, UN humanitarians said on Tuesday."
From big pharma to smaller players, stocks in the sector are making headlines as the outbreak continues. Biotech and biodefense stocks focusing on infectious diseases like Ebola can be highly speculative and the sector has already experienced volatility.
Soligenix (NASDAQ: SNGX) a late-stage biopharmaceutical company focused on developing and commercializing products to treat rare diseases where there is an unmet medical need, reported June 8th that the Coalition for Epidemic Preparedness Innovations (CEPI) has announced a call for proposal for vaccine development for Bundibugyo virus (BDBV) with applications due June 12, 2026. Soligenix, in collaboration with Axel Lehrer, PhD, Professor in the Department of Tropical Medicine, Medical Microbiology and Pharmacology at the John A. Burns School of Medicine, University of Hawaiʻi at Mānoa, has previously developed bivalent and trivalent thermostable vaccines, constructed from antigens against Ebola virus, Sudan virus and Marburg virus and the CoVaccine HT™ adjuvant, demonstrating thermostability, immunogenicity and durable efficacy in non-human primates. This work, combined with previous and ongoing work in Dr. Lehrer's laboratory that has demonstrated platform compatibility of the key Bundibugyo virus antigen, will form the basis of an application to CEPI enabling rapid development of a protein-based thermostable subunit vaccine for BDBV.
From the news:
"Our filovirus vaccines have demonstrated broad and robust immune responses in mice and up to 100% protection in non-human primates," stated Dr. Lehrer. "Further, we have developed thermostable vaccine formulations in collaboration with Soligenix, demonstrating extended stability that is particularly relevant for the use of these vaccines in virus-endemic countries in Africa, as well as in the context of strategic national stockpiles and preparations for potential larger outbreaks and pandemics. A single-vial subunit vaccine that can be shipped at ambient temperatures and then needs to only be reconstituted with sterile water immediately prior to use has the potential to improve vaccination efforts globally by simplifying storage and distribution logistics not only as a stand-alone vaccine, but also as a practical add-on booster broadening immunity in persons previously or concurrently vaccinated with other vaccines. We look forward to submitting this application with the aim of rapidly advancing the BDBV vaccine and the multivalent platform in general."
Aethlon Medical, Inc. (NASDAQ: AEMD), a medical therapeutic company focused on developing products to treat cancer and life-threatening infectious diseases recently announced that it is actively monitoring developments related to the current Bundibugyo Ebola virus outbreak in Democratic Republic of the Congo and Uganda, and remains prepared to engage with global healthcare and regulatory authorities regarding the potential investigational use of its Hemopurifier® technology.
Aethlon's Hemopurifier is an investigational medical device designed to remove enveloped viruses and tumor-derived EVs from circulation. During the 2014 Ebola (Zaire strain) outbreak, the Hemopurifier was successfully administered to a critically ill Ugandan physician treated at Frankfurt University Hospital under emergency-use circumstances.
At the time Hemopurifier therapy was initiated, the physician was unconscious and suffering from multiple organ failure requiring mechanical ventilation, vasopressor support and continuous dialysis. Following a single 6.5-hour Hemopurifier treatment, the patient's viral load reportedly declined from approximately 400,000 Ebola virus copies per milliliter of blood to approximately 1,000 copies per milliliter of blood. The Ebola virus subsequently became undetectable five days following treatment. Testing performed after this treatment indicated that the Hemopurifier captured Ebola virus during therapy; quantitative estimates reported at the time, were approximately 242 million virions. The patient ultimately made recovered and returned home to Uganda.
In its recent earnings conference call, Aethlon noted that it has shared information regarding its Ebola-related research, clinical experience, and regulatory status with the World Health Organization's R&D Blueprint Expert Panel and the National Emerging Special Pathogens Training and Education Center (NETEC), which works closely with the 13 U.S. regional special pathogen treatment centers that would treat an Ebola patient in the United States should one occur.
Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) announced in May that maftivimab, the most potent neutralizing antibody included in Inmazeb® (maftivimab, atoltivimab and odesivimab-ebgn), has been recommended by the World Health Organization's (WHO) Therapeutics Advisory Group to be prioritized for evaluation in clinical trials of investigational treatments for Bundibugyo ebolavirus. Maftivimab has demonstrated broad activity in vitro against multiple Ebola species, including Bundibugyo.
From the news:
The trial pertains to the WHO's recent declaration that the current outbreak of Ebola disease caused by Bundibugyo virus in the Democratic Republic of the Congo (DRC) and Uganda constitutes a public health emergency of international concern. WHO is now working closely with the governments of DRC and Uganda to facilitate the implementation of research evaluations of the prioritized products.
"We are closely coordinating our efforts with the U.S. Department of Health and Human Services (HHS) and look forward to working with the World Health Organization and others as clinical evaluation moves ahead," said Leonard S. Schleifer, M.D., Ph.D., Board co-Chair, President and Chief Executive Officer of Regeneron. "Regeneron has a track record of rapidly delivering important medical solutions during times of global health crisis, such as the COVID-19 pandemic and multiple Ebola outbreaks, and we know that independently run and locally executed clinical trials are critical to developing effective new medicines in such situations."
Inmazeb is already approved by the U.S. Food and Drug Administration for the treatment of infection caused by Orthoebolavirus zairense, also known as Zaire ebolavirus, in adult and pediatric patients, including neonates born to infected mothers. Maftivimab is the most potent virus-neutralizing component of Inmazeb and has demonstrated broad neutralizing activity in laboratory studies against Bundibugyo ebolavirus; it has not yet been tested in vivo as a monotherapy against this distinct Ebola virus. Maftivimab has been administered to hundreds of human patients as a component of Inmazeb, which has demonstrated an acceptable safety profile. Since 2018, Inmazeb has been offered by Regeneron at no cost under a compassionate use protocol to infected persons in countries experiencing an Orthoebolavirus zairense outbreak, including the DRC and Guinea.
On June 1, Moderna, Inc. (NASDAQ: MRNA) announced an expanded collaboration with the Coalition for Epidemic Preparedness Innovations (CEPI) to advance the development of a potential vaccine against Bundibugyo ebolavirus (BDBV), a cause of Ebola virus disease for which there are currently no licensed vaccines indicated.
From the news:
Under the agreement, CEPI has committed up to US $50 million to support preclinical development and Phase 1 clinical testing of Moderna's investigational BDBV vaccine candidate. The funding will also support parallel manufacturing activities, enabling doses to be produced while clinical evaluation is underway and positioning the program to rapidly advance into large-scale Phase 2/3 trials should the Phase 1 safety and immunogenicity data support further development.
The vaccine candidate is being developed using Moderna's mRNA platform, the same technology that demonstrated rapid development, scalability, and global deployment capabilities during the COVID-19 pandemic. The program also builds on Moderna's existing research and development efforts in filoviruses, including Ebola-related viruses.
The collaboration further expands Moderna's longstanding strategic collaboration with CEPI, which is focused on accelerating the development of vaccines and other countermeasures against epidemic and pandemic threats.
"At Moderna, we believe our mRNA platform can play an important role in responding rapidly to emerging infectious disease threats," said Stéphane Bancel, Chief Executive Officer of Moderna. "We are proud to expand our strategic collaboration with CEPI to advance a potential vaccine candidate against Bundibugyo ebolavirus, leveraging our established technology and experience in filovirus vaccine development. We will move with urgency and scientific rigor to support the response and help bring a potential vaccine closer to the communities that need it most."
By combining CEPI's funding and expertise in epidemic preparedness with Moderna's mRNA platform and manufacturing capabilities, the collaboration aims to accelerate the development of a potential vaccine that could help strengthen global readiness against future Ebola outbreaks.
"With Bundibugyo virus spreading rapidly and no licensed vaccines, every day counts in the race against this deadly disease," said Dr. Richard Hatchett, CEO of CEPI. "CEPI's urgent funding and support aims to advance safe, effective vaccines to help control this epidemic."
Disclaimer/Disclosure: Disclaimer: Biotech and biodefense stocks focusing on infectious diseases can be highly speculative and carry significant volatility. Aethlon Medical, Inc. (AEMD) is a paid featured medical tech stock on Investor ideas. More disclosure: Investorideas.com is a digital publisher of third party sourced news, articles and equity research as well as creates original content, including video, interviews and articles. Original content created by investorideas is protected by copyright laws other than syndication rights. Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. More disclosure: Contact management and IR of each company directly regarding specific questions.
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We have spent two years watching the AI build-out through an American lens. Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Microsoft Corp (NASDAQ:MSFT), OpenAI (Unlisted:OPAI), the hyperscalers and their hundred-billion-dollar capex pledges.
On Monday, South Korea will remind everyone that the foundations of this boom are poured somewhere else.
Samsung Electronics (KRX:005930) is set to unveil a decade-long plan worth around $648 billion, according to the Maeil Business Newspaper. It anchors the country's next growth cycle and may include 300 trillion won for chip factories in the southwest.
That is not a marketing number. It is a statement about who actually makes the hardware the AI era runs on.
Unglamorous half of the AI trade
The story investors love is the model layer. Chatbots, agents, the race to artificial general intelligence.
The story that matters just as much is memory and manufacturing. None of the clever software works without the chips, and South Korea makes a vast share of the world's advanced memory.
Samsung and SK Hynix sit at that chokepoint. When AI demand surges, it lands on them first.
So a Korean spending plan of this size is really a read on how confident the supply side is that the demand is real. The answer here is emphatic.
Why the money is moving, and moving fast
The most telling detail is not the headline figure. It is the urgency. Presidential policy adviser Kim Yong-beom said this week that projects once pencilled in for the 2040s may now be pulled into the mid-2030s. AI memory demand is outrunning the plans drawn up to serve it.
The capital region around Seoul has run out of room, power and water. That is what a genuine bottleneck looks like, and it is why this investment has to spread across the country rather than pile into existing hubs.
When companies bring forward a decade of capital spending, they are not hedging. They believe the demand curve.
Politics is doing some of the steering
This is not pure industrial logic. President Lee Jae Myung wants balanced regional development, and the concentration of chip plants near Seoul has long been a sore point.
Semiconductor investment became a flashpoint before the 3 June local elections, with regions competing to host the next complex. Proposals ran from a 500 trillion won southwest hub to expanded clusters in Gyeonggi, Chungcheong and Gangwon.
Lee needs a win. His approval rating has slipped to 51%, the lowest since he took office last June, per Gallup Korea.
A nationwide AI manufacturing push answers both the economics and the politics at once. That is rare, and it is why this gets announced at the presidential office on Monday alongside two other "mega-projects".
Not just a software story
The market keeps treating AI as a software story with a hardware footnote. Samsung is about to argue the opposite, with $648 billion behind the argument.
The company that makes your TV and your phone wants to make the century's most important chips too.
The decline appears to reflect broad market weakness rather than company-specific news. Softer index futures prompted investors to reduce exposure to high-growth technology stocks, leading to profit-taking across semiconductor names following their strong gains in recent months.
AI Spending Keeps Taiwan Semiconductor Ahead While Intel Foundry Gains TractionSeparately, Counterpoint Research said on Friday the global Foundry 2.0 market is benefiting from sustained artificial intelligence demand, with Taiwan Semiconductor expected to remain one of the biggest winners as AI investments continue through 2026.
The research firm said Taiwan Semiconductor’s first-quarter revenue surged 41% year over year and forecast full-year 2026 revenue growth of about 36%, driven by strong demand for AI GPUs, AI ASICs and advanced packaging.
Senior Analyst William Li said the current AI cycle represents a “broader structural transformation” for the semiconductor industry rather than a typical cyclical recovery, citing unprecedented capacity reallocations, pricing changes, and persistent CoWoS packaging constraints.
“Growing TPU and ASIC demand could further tighten leading-edge capacity, creating opportunities for Intel Foundry and Samsung Foundry, with Apple M-series chip on Intel Foundry as a potential catalyst,” the research firm said.
Technical AnalysisDespite Friday’s pullback, TSM remains in a long-term uptrend. The stock continues to trade above its 50-day simple moving average of $411.50, its 100-day SMA of $381.83, and its 200-day SMA of $339.26. The 20-day SMA also remains above the 50-day SMA, while the 50-day SMA stays above the 200-day SMA, signaling a bullish long-term trend.
In the near term, however, momentum has cooled. TSM is trading about 1.5% below its 20-day SMA of $433.61 after retreating from its June peak and 52-week high. That suggests the stock is consolidating rather than extending its rally.
The relative strength index (RSI) stands at 52.43, indicating neutral momentum. A reading near 50 typically signals a balanced market where buyers and sellers remain evenly matched.
Key resistance sits near $450. A move above that level could revive bullish momentum. On the downside, support is around $405.50, just below the 50-day moving average. A break below that level could weaken the intermediate-term trend.
Earnings And Analyst OutlookTSM is expected to report second-quarter results on July 16.
Wall Street expects earnings of $3.77 per share, up from $2.47 a year earlier, on revenue of $39.76 billion, compared with $30.07 billion in the prior-year quarter.
The stock trades at about 37.5 times earnings, reflecting its premium valuation.
Analysts remain broadly bullish. The consensus rating is Buy, with an average price forecast of $489.17. Recent analyst actions include:
Bank of America Securities reiterated Buy and raised its price forecast to $590 on June 24. Susquehanna maintained a Positive rating and lifted its price forecast to $575 on June 22. Barclays reiterated Overweight with a $470 price forecast on April 22. Taiwan Semiconductor Benzinga Edge RankingsAccording to Benzinga Edge, TSM scores highly for Momentum (91.98), Growth (92.65), and Quality (97.54), while its Value score remains weak at 22.28 because of its premium valuation.
The combination suggests investors continue to reward the company’s strong earnings profile and AI-driven growth prospects, although valuation remains a key consideration.
ETF ExposureTSM is a major holding in several exchange-traded funds, including:
Large inflows or outflows in these funds can create additional buying or selling pressure for TSM shares.
Taiwan Semiconductor Price ActionTSM Stock Price Activity: Taiwan Semiconductor shares were down 1.61% at $428.00 during premarket trading on Friday, according to Benzinga Pro data.
Image via Shutterstock
Market News and Data brought to you by Benzinga APIs
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconductor Manufacturing (TSM 1.61%). It produces chips for Nvidia, Apple, and other leading tech companies. It's a wide-moat business that provides broad exposure to the AI chip market with one stock, making it the smartest way to invest in AI infrastructure.
The stock's price has climbed 110% over the past year. In the first quarter, revenue surged 40% year over year, driven by insatiable demand for AI chips powering advanced computing systems.
Image source: The Motley Fool.
It's not easy to replicate what TSMC does. It takes at least a few years to complete the production process, including testing and qualifying a new leading-edge process node. This makes it costly for customers to switch suppliers once a chip blueprint has been sent to TSMC for production.
Today's Change
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Current Price
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TSMC controls over 70% of the global foundry market, according to Counterpoint. This dominant lead is reflected in its high margins. Over the last year, TSMC's net profit margin was 47%.
There is growing competition from other foundries, including Intel and Samsung. Still, recent reports indicate that TSMC is raising prices for its process nodes amid strong demand and higher costs of memory components used in chipmaking. This reinforces its wide competitive moat in the industry. The stock trades at about 30 times this year's earnings estimate, which isn't cheap but reasonable, and analysts project 31% annualized earnings growth over the next several years.
John Ballard has positions in Nvidia. The Motley Fool has positions in and recommends Apple, Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The positive opinion is based on results from the Phase 3 BRUIN CLL-313 and BRUIN CLL-314 trials, previously presented at the 2025 American Society of Hematology Annual Meeting and published in The Journal of Clinical Oncology
BRUIN CLL-313 is the first Phase 3 study to evaluate a non-covalent BTK inhibitor exclusively in patients with treatment-naïve CLL and BRUIN CLL-314 is the first Phase 3 CLL trial to compare non-covalent and covalent BTK inhibitors, as well as the first to compare any BTK inhibitors in the treatment-naïve setting
If granted marketing authorization, this would expand pirtobrutinib's indication as a treatment option for patients with CLL in the European Union across all lines of therapy
, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) has issued a positive opinion for Jaypirca (pirtobrutinib), a non-covalent Bruton tyrosine kinase (BTK) inhibitor, for the treatment of adults with chronic lymphocytic leukemia (CLL) across all lines of therapy and regardless of prior BTK inhibitor treatment. Following this positive opinion, the application is now referred to the European Commission for final action. The European Commission's decision is expected in the next one to two months.
"Results from BRUIN CLL-313 and BRUIN CLL-314 provide compelling evidence that pirtobrutinib can make a meaningful difference for people living with CLL across multiple lines of therapy," said Paolo Ghia, M.D., professor, medical oncology, Università Vita-Salute San Raffaele and IRCCS Ospedale San Raffaele, Milano, Italy. "The strong efficacy and tolerability demonstrated in these trials underscores the clinical value pirtobrutinib may offer patients. This positive opinion from the CHMP is an exciting and significant milestone, bringing us closer to a future where pirtobrutinib is an option for more people with CLL across the European Union."
Results from BRUIN CLL-313 and BRUIN CLL-314 were presented at the American Society of Hematology (ASH) Annual Meeting and Exposition in December 2025 and published in The Journal of Clinical Oncology.
"Based on the strong results from the BRUIN CLL-313 and CLL-314 studies, we believe Jaypirca has the potential to serve as a meaningful new option for newly diagnosed patients and those who have not yet received a BTK inhibitor," said Jacob Van Naarden, executive vice president and president of Lilly Oncology. "Thanks to the impact of contemporary CLL treatments, many patients may receive fewer lines of therapy over their lifetime, making treatment choices in earlier lines profoundly important. This CHMP opinion represents a step toward an important global approval for Jaypirca in this indication and reflects our ambition to make Jaypirca available to every CLL patient who may benefit, at any line of therapy. Today, we are on the brink of making that a reality across the European Union as we await the European Commission's final decision."
Lilly has also submitted these results to the U.S. Food and Drug Administration (FDA) for approval for adult patients with CLL, with a decision expected in the second half of 2026.
About BRUIN CLL-313
BRUIN CLL-313 is a Phase 3, global, randomized, open-label study of pirtobrutinib versus chemoimmunotherapy (BR) in people with CLL/SLL without 17p deletions who have not been previously treated. The trial enrolled 282 patients who were randomized 1:1 to receive pirtobrutinib (200 mg orally, once daily) or BR per labeled doses. BR is a chemoimmunotherapy regimen used in the treatment of CLL. The primary endpoint is PFS as assessed by blinded IRC. Secondary endpoints include investigator and IRC assessed ORR, duration of response (DoR), and PFS, OS, time to next treatment (TTNT), safety and tolerability and patient-reported outcomes (PRO).
About BRUIN CLL-314
BRUIN CLL-314 is a Phase 3, randomized, open-label study of Jaypirca (pirtobrutinib) versus Imbruvica (ibrutinib) in patients with CLL/SLL who were either treatment-naïve, or who were previously treated and were BTK inhibitor-naïve. The trial enrolled 662 patients who were randomized 1:1 to receive pirtobrutinib (200 mg orally, once daily) or ibrutinib (420 mg orally, once daily). The primary endpoint is ORR as assessed by blinded IRC. Secondary endpoints include investigator and IRC-assessed PFS, duration of response (DoR) and event-free survival (EFS), and time to next treatment (TTNT), OS, safety and tolerability, and patient-reported outcomes (PRO).
About Jaypirca (pirtobrutinib)
Jaypirca (pirtobrutinib, formerly known as LOXO-305) (pronounced jay-pihr-kaa) is a highly selective (300 times more selective for BTK versus 98% of other kinases tested in preclinical studies), non-covalent inhibitor of the enzyme BTK.1 BTK is a validated molecular target found across numerous B-cell leukemias and lymphomas including mantle cell lymphoma (MCL) and chronic lymphocytic leukemia (CLL).2,3 Jaypirca is a U.S. FDA-approved oral prescription medicine, 100 mg or 50 mg tablets taken as a once-daily 200 mg dose with or without food until disease progression or unacceptable toxicity.
About Chronic Lymphocytic Leukemia (CLL)
CLL is a form of slow-growing non-Hodgkin lymphoma that develops from white blood cells known as lymphocytes.4,5 CLL is one of the most common types of leukemia in adults.6 There are roughly 100,000 new cases of CLL globally each year, and the overall incidence of CLL in Europe is approximately 4.92 cases per 100,000 persons per year.6,7 In CLL, the cancer cells are present in the blood.6
INDICATIONS FOR JAYPIRCA (pirtobrutinib) (in the United States)
Adult patients with relapsed or refractory chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL) who have previously been treated with a covalent BTK inhibitor. Adult patients with relapsed or refractory (R/R) mantle cell lymphoma (MCL) after at least two lines of systemic therapy, including a BTK inhibitor. This indication is approved under accelerated approval based on response rate. Continued approval for this indication may be contingent upon verification and description of clinical trial benefit in a confirmatory trial. IMPORTANT SAFETY INFORMATION FOR JAYPIRCA (pirtobrutinib)
Infections: Fatal and serious infections (including bacterial, viral, fungal) and opportunistic infections occurred in Jaypirca-treated patients. Across clinical trials, Grade ≥3 infections occurred (25%), most commonly pneumonia (20%); fatal infections (5%), sepsis (6%), and febrile neutropenia (3.8%) occurred. In patients with CLL/SLL, Grade ≥3 infections occurred (32%), with fatal infections occurring in 8%. Opportunistic infections included Pneumocystis jirovecii pneumonia and fungal infection. Consider prophylaxis, including vaccinations and antimicrobial prophylaxis, in patients at increased risk for infection, including opportunistic infections. Monitor for signs and symptoms, evaluate, and treat. Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca.
Hemorrhage: Fatal and serious hemorrhage has occurred with Jaypirca. Across clinical trials, major hemorrhage (Grade ≥3 bleeding or any central nervous system bleeding) occurred (2.6%), including gastrointestinal hemorrhage; fatal hemorrhage occurred (0.3%). Bleeding of any grade, excluding bruising and petechiae, occurred (16%). Major hemorrhage occurred when taking Jaypirca with (2.0%) and without (0.6%) antithrombotic agents. Consider risks/benefits of co-administering antithrombotic agents with Jaypirca. Monitor for signs of bleeding. Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca. Consider withholding Jaypirca 3-7 days pre- and post-surgery based on surgery type and bleeding risk.
Cytopenias: Jaypirca can cause cytopenias, including neutropenia, thrombocytopenia, and anemia. Across clinical trials, Grade 3 or 4 cytopenias, including decreased neutrophils (27%), decreased platelets (13%), and decreased hemoglobin (11%), developed. Grade 4 decreased neutrophils (15%) and Grade 4 decreased platelets (6%) developed. Monitor complete blood counts regularly. Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca.
Cardiac Arrhythmias: Cardiac arrhythmias occurred in patients taking Jaypirca. Across clinical trials, atrial fibrillation or flutter were reported in 3.4% of Jaypirca treated patients, with Grade 3 or 4 atrial fibrillation or flutter in 1.6%. Other serious cardiac arrhythmias such as supraventricular tachycardia and cardiac arrest occurred (0.4%). Cardiac risk factors such as hypertension or previous arrhythmias may increase risk. Monitor and manage signs and symptoms of arrhythmias (e.g., palpitations, dizziness, syncope, dyspnea). Based on severity, reduce dose, temporarily withhold, or permanently discontinue Jaypirca.
Second Primary Malignancies: Across clinical trials, second primary malignancies, including non-skin carcinomas, developed in 9% of Jaypirca-treated patients, most frequently non-melanoma skin cancer (4.4%). Other second primary malignancies included solid tumors (including genitourinary and breast cancers) and melanoma. Advise patients to use sun protection and monitor for development of second primary malignancies.
Hepatotoxicity, Including Drug-Induced Liver Injury (DILI): Hepatotoxicity, including severe, life-threatening, and potentially fatal cases of DILI, has occurred in patients treated with BTK inhibitors, including Jaypirca. Evaluate bilirubin and transaminases at baseline and throughout Jaypirca treatment. For patients who develop abnormal liver tests after Jaypirca, monitor more frequently for liver test abnormalities and clinical signs and symptoms of hepatic toxicity. If DILI is suspected, withhold Jaypirca. If DILI is confirmed, discontinue Jaypirca.
Embryo-Fetal Toxicity: Jaypirca can cause fetal harm. Administration of pirtobrutinib to pregnant rats caused embryo-fetal toxicity, including embryo-fetal mortality and malformations at maternal exposures (AUC) approximately 3-times the recommended 200 mg/day dose. Advise pregnant women of fetal risk and females of reproductive potential to use effective contraception during treatment and for one week after last dose.
Adverse Reactions (ARs) in Patients Who Received Jaypirca
The most common (≥30%) ARs in the pooled safety population of patients with hematologic malignancies (n=704) were decreased neutrophil count (54%), decreased hemoglobin (43%), decreased leukocytes (32%), fatigue (31%), decreased platelets (31%), decreased lymphocyte count (31%), calcium decreased (30%).
Mantle Cell Lymphoma
Serious ARs occurred in 38% of patients, with pneumonia (14%), COVID-19 (4.7%), musculoskeletal pain (3.9%), hemorrhage (2.3%), pleural effusion (2.3%), and sepsis (2.3%) occurring in ≥2% of patients. Fatal ARs within 28 days of last dose occurred in 7% of patients, most commonly due to infections (4.7%), including COVID-19 (3.1% of all patients).
Dose Modifications and Discontinuations Due to ARs: Dose reductions in 4.7%, treatment interruption in 32%, and permanent discontinuation of Jaypirca in 9% of patients. Permanent discontinuation in >1% of patients included pneumonia.
Chronic Lymphocytic Leukemia/Small Lymphocytic Lymphoma from Single-Arm and Randomized Controlled Clinical Trials
Serious ARs occurred in 47-56% of patients across clinical trials. Serious ARs in ≥5% of patients in the single-arm trial were pneumonia (18%), COVID-19 (9%), sepsis (7%), febrile neutropenia (7%). Serious ARs in ≥3% of patients in the randomized controlled trial were pneumonia (21%), COVID-19 (5%), sepsis (3.4%). Fatal ARs within 28-30 days of last Jaypirca dose occurred in 8-11% of patients, most commonly due to infections (7-10%), including sepsis (5%), COVID-19 (2.7-5%), and pneumonia (3.4%).
Dose Modifications and Discontinuations Due to ARs: Dose reductions in 3.6-10%, treatment interruption in 42-51%, and permanent discontinuation of Jaypirca in 9-17% of patients. Permanent discontinuation in >1% of patients included second primary malignancy, pneumonia, COVID-19, neutropenia, sepsis, anemia, and cardiac arrythmias.
Strong CYP3A Inhibitors: Concomitant use increased pirtobrutinib systemic exposure, which may increase risk of Jaypirca ARs. Avoid using strong CYP3A inhibitors with Jaypirca. If concomitant use is unavoidable, reduce Jaypirca dose according to approved labeling.
Strong or Moderate CYP3A Inducers: Concomitant use decreased pirtobrutinib systemic exposure, which may reduce Jaypirca efficacy. Avoid using Jaypirca with strong or moderate CYP3A inducers. If concomitant use with moderate CYP3A inducers is unavoidable, increase Jaypirca dose according to approved labeling.
Sensitive CYP2C8, CYP2C19, CYP3A, P-gp, or BCRP Substrates: Use with Jaypirca increased their plasma concentrations, which may increase risk of ARs related to these substrates for drugs sensitive to minimal concentration changes. Follow recommendations for these sensitive substrates in their approved labeling.
Use in Specific Populations
Pregnancy and Lactation: Due to potential for Jaypirca to cause fetal harm, verify pregnancy status in females of reproductive potential prior to starting Jaypirca. Presence of pirtobrutinib in human milk is unknown. Advise women to use effective contraception and to not breastfeed while taking Jaypirca and for one week after last dose.
Geriatric Use: In the pooled safety population of patients with hematologic malignancies, patients aged ≥65 years experienced higher rates of Grade ≥3 ARs and serious ARs compared to patients <65 years of age.
Renal Impairment: Because severe renal impairment increases pirtobrutinib exposure, reduce Jaypirca dose in these patients according to approved labeling.
PT HCP ISI MCL_CLL Q42025
Please see Prescribing Information and Patient Information for Jaypirca.
About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. P-LLY
Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are referenced in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.
Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995) about Jaypirca (pirtobrutinib), as a potential treatment for adults with chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL), and the timeline for future readouts, presentations, and other milestones relating to Jaypirca and its clinical trials, and reflects Lilly's current beliefs and expectations. However, as with any pharmaceutical product, there are substantial risks and uncertainties in the process of drug research, development, and commercialization. Among other things, there is no guarantee that planned or ongoing studies will be completed as planned, that future study results will be consistent with study results to date, that Jaypirca will receive additional regulatory approvals, or that Lilly will execute its strategy as expected. For further discussion of these and other risks and uncertainties that could cause actual results to differ from Lilly's expectations, see Lilly's Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this release.
Endnotes & References
Mato AR, Shah NN, Jurczak W, et al. Pirtobrutinib in relapsed or refractory B-cell malignancies (BRUIN): a phase 1/2 study. Lancet. 2021;397(10277):892-901. doi:10.1016/S0140-6736(21)00224-5 Hanel W, Epperla N. Emerging therapies in mantle cell lymphoma. J Hematol Oncol. 2020;13(1):79. Published 2020 Jun 17. doi:10.1186/s13045-020-00914-1 Gu D, Tang H, Wu J, Li J, Miao Y. Targeting Bruton tyrosine kinase using non-covalent inhibitors in B cell malignancies. J Hematol Oncol. 2021;14(1):40. Published 2021 Mar 6. doi:10.1186/s13045-021-01049-7 Mukkamalla SKR, Taneja A, Malipeddi D, et al. Chronic Lymphocytic Leukemia. [Updated 2023 Feb 18]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2023 Jan. Available from: https://www.ncbi.nlm.nih.gov/books/NBK470433/ The Leukemia and Lymphoma Society. NHL Subtypes. Access here: https://www.lls.org/lymphoma/non-hodgkin-lymphoma/nhl-subtypes. Accessed on October 25, 2023. Ou Y, Long Y, Ji L, et al. Trends in Disease Burden of Chronic Lymphocytic Leukemia at the Global, Regional, and National Levels From 1990 to 2019, and Projections Until 2030: A Population-Based Epidemiologic Study. Front Oncol. 2022;12:840616. Published 2022 Mar 10. doi:10.3389/fonc.2022.840616 Sant M, et al. Incidence of hematologic malignancies in Europe by morphologic subtype: results of the HAEMACARE project. Blood. 2010. 116:3724–34. https://pubmed.ncbi.nlm.nih.gov/20664057/ Refer to: Kyle Owens; [email protected] (Media)
Michael Czapar; [email protected] (Investors)
In accordance with its policy in favour of employee shareholding, the Board of Directors of TotalEnergies SE (Paris:TTE) (LSE: TTE) (NYSE: TTE) decided, on Septe
Award continues program expansion capacity to meet rising domestic and international demand
, /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, was awarded a $1.1 billion contract from the U.S. Navy to produce AIM-9X Block II missiles to bolster U.S. military inventory and meet increased demand from allied nations.
Under the contract, Raytheon will produce AIM-9X missiles along with associated hardware and software for U.S. and Foreign Military Sales customers.
"Our teams have streamlined production, shortened lead times and ramped up deliveries of AIM-9X missiles to keep pace with growing demand," said Barbara Borgonovi, president of Naval Power at Raytheon. "This contract, along with our close partnership with the U.S. Navy, allows us to sustain that momentum and ensure U.S. and allied forces have this advanced, combat-proven capability they depend on in high threat environments."
AIM-9X is the most advanced infrared tracking, short-range air-to-air and surface-to-air missile, and it is combat-proven in multiple theaters around the world. The system is configured for easy installation on a wide range of modern aircraft and provides layered defense options with ground launched capabilities, including the National Advanced Surface to Air Missile System (NASAMS).
Trusted by the U.S. and more than 35 allied and partner nations, AIM-9X is a critical asset for ensuring strategic deterrence and operational advantage worldwide. To meet growing demand, Raytheon is increasing its production capacity to 2,500 missiles per year.
A majority of the work under this contract will take place in Tucson, Arizona. Raytheon is significantly expanding its engineering workforce in Tucson to support critical military programs across domains. Engineers with active security clearances and relevant technical experience ready to make a difference helping connect and protect our world can learn more by visiting our website.
About Raytheon
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and missile defense across land, air, sea and space.
About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
For questions or to schedule an interview, please contact [email protected].
NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Intuit Inc. (NASDAQ:INTU) for potential securities fraud after its significant stock drop.
If you invested in Intuit, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/intuit-class-action-lawsuit.
Key Details of the Intuit ($INTU) Class Action Investigation:
Investigation Overview: Securities fraud regarding the company’s price positioning among DIY tax filers ahead of and during the 2026 tax seasonStock Decline: May 20, 2026 – 20% Stock DropAction: Contact BFA Law to discuss your rights Why is Intuit Being Investigated for Securities Fraud?
Intuit is a financial technology platform that serves consumers, small and mid-market businesses, and accountants through its offerings, which include TurboTax, Credit Karma, and QuickBooks.
During the relevant period, Intuit told investors that it had been preparing for the 2026 tax season “a couple of years ago” and that the company understood what worked in 2025, which was “being at the lowest price compared to alternatives.” Intuit also stated that the 2026 tax season was “off to a strong start” as the company was poised to deliver the “best price for our customers.”
In truth, it appears that the company was facing pressure among the most price-sensitive DIY tax filers and was not competitive on price in this segment.
Why did Intuit’s Stock Drop?
On May 20, 2026, Intuit released its fiscal Q3 2026 financial results, which included its 2026 tax season revenue. Intuit stated that it “did not have the overall tax season we expected” and that it “faced pressure among the most price-sensitive DIY filers.” Intuit stated that “[w]e [lost] on price,” and revealed that the company needed to evolve its business model by delivering the right lineup and price points to meet simple filers’ needs at the low end. Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.”
This news caused the price of Intuit stock to decline $76.86 per share, or 20%, from a closing price of $383.93 per share on May 20, 2026, to $307.07 per share on May 21, 2026.
Click here for more information: https://www.bfalaw.com/cases/intuit-class-action-lawsuit.
What Can You Do?
If you invested in Intuit, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Qualcomm outlined the acceleration of its diversification strategy at its 2026 Investor Day on June 24. In connection with the event, the semiconductor company announced updated long-term revenue targets.
Qualcomm now expects non-handset revenue of $40 billion by fiscal 2029, which includes more than $15 billion in data center revenue, more than $14 billion in IoT revenue and $10 billion in Automotive revenue.
Separately, Qualcomm expanded its partnership with Hugging Face to accelerate open, developer-focused artificial intelligence across devices and cloud infrastructure.
Stephanie Link, chief investment strategist, head of investment solutions and equity portfolio manager at Hightower Advisors, picked Rockwell Automation, Inc. (NYSE:ROK).
Rockwell Automation, on June 9, approved an additional $1 billion to repurchase shares of common stock, while the company’s board also declared a quarterly dividend of $1.38 per share.
Don’t forget to check out our premarket coverage here
Joseph M. Terranova, senior managing director for Virtus Investment Partners, recommended Merck & Co., Inc. (NYSE:MRK).
Merck, on June 22, said its investigational therapy tulisokibart achieved the primary endpoint in a Phase 3 study in moderately to severely active ulcerative colitis (UC), marking what the company described as the first positive Phase 3 induction results for an anti-TL1A biologic.
Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, picked Simon Property Group, Inc. (NYSE:SPG).
On Thursday, Barclays analyst Richard Hightower maintained Simon Property Group with an Equal-Weight rating and raised the price target from $212 to $213.
Price Action Qualcomm gained 3.8% to close at $204.90 on Thursday. Rockwell Automation shares rose 4.1% to settle at $479.39 during the session. Merck shares gained 4% to close at $125.45 on Thursday. Simon Property shares 1.5% to settle at $225.49 during the session. Photo via Shutterstock
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, /PRNewswire/ -- Mahoney Environmental, a leading used cooking oil (UCO) collection and recycling company, today recognized three food service operators whose quick reporting helped law enforcement arrest UCO thieves at two locations in Louisville, KY, and one in Fort Mill, SC.
Louisville, KY: Two Incidents, Two Arrests
Rob Carter and his brother Ken, owners of Ken Bowl and Dixie Bowl in Louisville, assisted in two separate UCO theft cases in early 2026. In February, Rob reported a theft at Ken Bowl to Louisville police; after a two-and-a-half-month investigation, the offenders were arrested. In March, a relative working on-site spotted an old ambulance backing up to the Mahoney UCO container. The vehicle was disabled and both the ambulance and the stolen UCO were seized. Each location will receive a check through Mahoney's Grease Theft Rewards Program.
Fort Mill, SC: Quick Action Catches Repeat Offender
On June 8, 2026, Brad Hartley, owner of Wing King Café in Fort Mill, SC, was alerted to a UCO theft from his Mahoney container and immediately contacted police. Officers located the vehicle and arrested the driver. Two full tanks of oil were stolen in the incident. The same vehicle had visited his location a month prior, leaving behind a container leak that cost Hartley nearly $2,000 to clean up. Mahoney Environmental will be recognizing Hartley with a check for his swift response and partnership in addressing the area's Grease Theft.
About Mahoney Environmental's Grease Theft Rewards Program
Mahoney Environmental's dedicated Theft Prevention Team works closely with law enforcement and customers to identify and prosecute UCO thieves.
All customers are eligible for cash rewards for information leading to arrest and conviction and the rewards vary between a misdemeanor or felony conviction. Rewards are granted per vehicle.
To report a theft or learn more, visit the Mahoney Environmental Grease Theft Rewards Program.
About Mahoney Environmental
Founded in 1953, Mahoney Environmental helps food service operators nationwide recycle used cooking oil, enabling nearly 100% material recovery at all facilities. In 2020, Neste (HEL: NESTE) acquired Mahoney Environmental, strengthening the global supply chain for sustainable aviation fuel and renewable diesel production.
Mahoney is a licensed EPA and ISCC Certified recycler committed to creating a safer planet for future generations.
PANews June 26 news, according to the Huobi HTX announcement, Huobi HTX will open CAP deposit services at 18:30 (GMT+8) on June 26. CAP/USDT spot trading will open at 21:00 (GMT+8) on June 26. CAP withdrawal services will open at 21:00 (GMT+8) on June 28.
It is reported that Cap is a DeFi credit protocol built on a Covered Credit mechanism, composed of digital dollars, a credit platform, and a financial guarantee market, aiming to provide guarantee support for personal loans. CAP's stablecoin engine will produce convertible stablecoins of various denominations (such as USD, BTC, and ETH).
Key Takeaways MKC says Flavor Solutions growth offset softer U.S. consumer trends, led by foodservice and CPG demand.MKC is refining pricing, packs, distribution and marketing to improve consumer trends by the third quarter.MKC topped earnings and revenue estimates, with gross margin up 270 basis points and operating income up 30%. McCormick & Company, Incorporated (MKC - Free Report) used its second-quarter call to make a clear case that Flavor Solutions is carrying the business, while management works to restore better volume trends in U.S. consumer spices.
Management reaffirmed its 2026 outlook, but much of the investor focus shifted to how quickly the company can fix pressure in the Americas consumer business and sustain the stronger industrial and foodservice backdrop.
MKC Finds Its Main Engine in Flavor SolutionsChairman, president and CEO Brendan Foley said the quarter’s most important feature was the acceleration in Flavor Solutions, where growth broadened across Flavors and Branded Foodservice customers. That strength more than offset softer consumer trends in the Americas.
Flavor Solutions' organic sales rose 3% in the quarter, with gains split nearly evenly between price and volume. In the Americas, the segment posted 4% organic growth, helped by large CPG customers, private label, high-growth innovators and stronger branded foodservice demand.
Foley also pointed to reformulation activity, beverage innovation and health-and-wellness projects as key demand drivers. In Q&A, he said those projects are commercializing faster than initially expected, which adds support to the second-half outlook for the segment.
McCormick Targets a Consumer Volume ResetThe softer spot remained Global Consumer, especially U.S. spices and seasonings. Foley said shifting demand patterns, wider price gaps and heavier competitive promotion hurt consumption in certain segments, even as the broader category still grew.
Management’s response is familiar but more targeted this time. Foley said McCormick is refining revenue growth management, adjusting price-pack architecture, expanding distribution and increasing value-focused marketing to improve trends by the third quarter and return to volume growth in the fourth.
That issue surfaced repeatedly in analyst questions. Barclays, BofA and TD Cowen all pressed management on whether the company can restore sustainable volume momentum. Foley’s answer was consistent: the playbook is similar to the one used two years ago, but execution is faster, more digital and aimed at narrower pockets of weakness.
MKC Uses Margin Gains to Fund ReinvestmentThe second quarter still showed strong financial leverage. Adjusted EPS came in at $0.80, which beat the Zacks Consensus Estimate of $0.69 by 15.9%. Revenues of $1.94 billion topped the Zacks Consensus Estimate of $1.90 billion by 2%. Gross margin expanded 270 basis points, and adjusted operating income rose 30%.
CFO Marcos Gabriel said the largest moving pieces behind margin expansion were accretion from McCormick de Mexico, productivity savings, surgical pricing and a tariff refund. The refund lowered the cost of goods sold by $28 million in the quarter and added about $0.07 to adjusted EPS.
Just as important, Gabriel said most of that tariff benefit is being used to absorb higher inflation tied to the Middle East conflict and other cost pressures. That framing mattered because management presented the quarter’s margin upside as a source of funding for reinvestment, not as a clean earnings windfall.
McCormick Pushes Ahead on Unilever FoodsFoley also spent time reinforcing confidence in the pending Unilever Foods combination. He said integration planning is advancing with a dedicated management office, 20 functional teams and more than 200 people working across both organizations.
Management reiterated the deal’s financial targets, including a 21% operating margin at close, mid- to high-single-digit adjusted EPS accretion within the first 12 months after closing and mid- to high-teens accretion by year three.
Analysts also tested the durability of that future margin profile. Foley and Gabriel argued the model does not assume unusually lean SG&A, and Gabriel said the path to 23% to 25% operating margins comes from layering synergies on top of the 21% starting point.
MKC Flags a Softer Third-Quarter Profit CadenceThe other area of scrutiny was the third quarter. Gabriel said adjusted operating income should grow in the high-single-digit to low-double-digit range, with continued gross margin expansion offset by heavier ERP spending, higher incentive compensation and a significant increase in brand marketing.
JPMorgan and BNP Paribas pushed on whether this reflected a change in expectations. Gabriel said it was more about SG&A phasing than a change in the company’s internal view, though he also acknowledged inflation is tracking toward the high end of the company’s mid-single-digit cost outlook.
Cash flow was one cleaner positive. First-half operating cash flow rose to $431 million from $161 million a year earlier, helped by profitability and working capital improvement, particularly in inventory days and payables. Leverage ended the quarter at about 2.9 times.
McCormick Leaves the Call on OffenseThe overall tone coming out of the call was constructive but not complacent. Management repeatedly pointed to the resilience of flavor categories, the breadth of the portfolio and the ability to redirect margin gains into brand support, innovation and distribution.
At the same time, executives did not underplay the strain on the U.S. consumer. The company’s message was that Flavor Solutions is performing ahead of plan, while consumer remediation is now the central execution task for the back half of fiscal 2026.
MKC’s Zacks Signals Still Lean CautiousMKC currently carries a Zacks Rank #4 (Sell), along with a Value Score of C, Growth Score of F, Momentum Score of C and VGM Score of D. Under the Zacks framework, weaker ranks reflect less favorable earnings estimate revision trends, while Style Scores help gauge value, growth and momentum characteristics.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
That combination points to a more cautious near-term setup than the quarter’s headline beat alone would imply. The Zacks system places the greatest weight on estimate revisions, and the current rank can change as analysts update forecasts after the just-reported results.
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