Track market-moving stories before they get noisy

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Newmont Corporation (NEM - Free Report) Colorado-based Newmont Corporation is one of the world's largest producers of gold with several active mines in Nevada, Peru, Australia and Ghana. As of Dec 31, 2025, Newmont had attributable gold reserves of 118.2 million ounces and resources of 148.7 million ounces. Its attributable gold production for 2025 was around 5.89 million ounces.

NEM is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 9.49; value investors should take notice.

For fiscal 2026, six analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.90 to $9.91 per share. NEM boasts an average earnings surprise of +33.6%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, NEM should be on investors' short list.

The stock for Marc Benioff's Salesforce (CRM 1.64%) has sunk to a three-year low, but the downward slide might be more about investor fears and sentiment than actual fundamentals. For this reason, investors may want to consider buying the stock.

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Last quarter, Salesforce revenue and earnings topped expectations. The company's free cash flow was $6.6 billion. These aren't exactly red flag warnings. So what seems to be the problem?

There are generally two main concerns holding investors back. The first is the strategy around monetizing AI. Salesforce's Agentforce platform is supposed to help companies via AI agents to handle marketing, operations, and sales, and thus far, it seems to be working. However, there's a real fear of cannibalization happening. The same AI agents helping enterprise clients could replace the seat-based subscriptions that Salesforce relies on.

Image source: The Motley Fool.

The second problem is with Salesforce's acquisition strategy. The company is acquiring Fin, a customer service platform, for $3.6 billion. On the bright side, Fin brings about 30,000 business customers. On the other hand, there are concerns that Salesforce may need to buy growth rather than pursue it organically.

The company's growth has indeed slowed, but Salesforce's margins remain healthy, and the stock is currently attractively priced. Perhaps the fear of AI cannibalization is justified, but AI revenue could outpace the seats it eliminates. Time will tell.

Overall, Salesforce is still a powerhouse of a business, and I'm cautiously optimistic that Benioff's behemoth can figure it out. A three-year low in stock prices looks like an opportunistic time to test the waters. As of market close on June 23, shares of Salesforce closed slightly above $153.

Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Salesforce. The Motley Fool has a disclosure policy.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Hormel Foods (HRL - Free Report) Hormel Foods Corporation is a manufacturer and marketer of various meat, nuts and other food products in the U.S. and international markets. Earlier, the company used to operate through five segments, which were later consolidated into four. Hormel Foods’ portfolio includes brands such as Planters, Skippy, SPAM, Applegate, Wholly, Hormel Black Label, Fontanini, Bacon 1 and Jennie-O, along with 30 other brands. The company is a member of the S&P 500 Index and the S&P 500 Dividend Aristocrats.

HRL is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Consumer Staples stock. HRL has a Momentum Style Score of B, and shares are up 21.9% over the past four weeks.

Five analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.03 to $1.46 per share. HRL boasts an average earnings surprise of +3.2%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, HRL should be on investors' short list.

BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile US, Inc. (NASDAQ: TMUS) looks forward to discussing second quarter 2026 financial and operational results on Thursday, July 23, 2026, at 7:30 a.m. Eastern Time (ET). The call will be accessible via dial-in with pre-registration as well as a webcast link on the Company's Investor Relations website at https://investor.t-mobile.com. The earnings release, Investor Factbook, and other related materials will be available at approximately 6:30 a.m. ET on Thur.

All 32 banks in the Fed's "stress test" passed, which Stephen Biggar considers a green light for financial strength heading into the upcoming earnings season. He adds to his perspective by outlining profit expectations for companies like JPMorgan Chase (JPM), Wells Fargo (WFC), and Bank of America (BAC).

SAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating Hyliion Holdings Corp. (NYSE American: HYLN) on behalf of investors who suffered losses and whether those losses may be recoverable under federal securities laws.

What Should Hyliion Investors Do?
If you purchased Hyliion securities and suffered losses on your investment, you are encouraged to contact Johnson Fistel to learn more about the investigation.

To join the investigation click here.

For more information, contact Jim Baker at [email protected] or (619) 814-4471.

There is no cost or obligation to you.

Why Is Johnson Fistel Investigating Hyliion?
On June 23, 2026, Pelican Way Research published a short report concerning Hyliion titled “Hyliion: A Glorified Science Project Who Has Continuously Failed To Meet Expectations And Is Now Throwing Around A Meaningless Deal.” The report stated that Hyliion’s stock had risen significantly following the Company’s announcement of a non-binding LOI with VFG Holdings for up to 250 KARNO Cores, representing approximately $133 million in potential revenue.

Pelican Way Research alleged that the VFG LOI accounted for roughly one-third of Hyliion’s reported $400 million-plus pipeline and questioned whether the LOI provided meaningful commercial validation. The report further alleged that VFG, which Pelican Way identified as VFG Tech Holdings, LLC, was incorporated in January 2026, appeared to have only four LinkedIn employees, had a minimal website, and lacked evidence of funding or operating substance sufficient to support an order of that size.

In light of these allegations, Johnson Fistel is investigating whether Hyliion Holdings complied with federal securities laws. If you suffered losses, or are a long-term holder of Hyliion stock, contact Johnson Fistel.

About Johnson Fistel, PLLP | Securities Fraud & Investor Rights
Johnson Fistel, PLLP is a nationally recognized shareholder rights law firm with offices in California, New York, Georgia, Idaho, and Colorado. The firm represents individual and institutional investors in shareholder litigation involving securities fraud, breaches of fiduciary duties, and other violations of state and federal law.

Johnson Fistel has been recognized as one of the Top 10 Plaintiff Law Firms by ISS Securities Class Action Services. In 2024, the firm recovered approximately $90,725,000 for investors.

Attorney advertising. Past results do not guarantee future outcomes. Services may be performed by attorneys in any of our offices. This press release may be considered a promotional communication. The attorney responsible for this communication is Frank J. Johnson.

Contact:
Johnson Fistel, PLLP
501 W. Broadway, Suite 800
San Diego, CA 92101
James Baker, Investor Relations – or – Frank J. Johnson, Esq.
(619) 814-4471
[email protected] | [email protected]

Key Takeaways USB passed the Fed's 2026 stress test, while its SCB will remain unchanged at 2.6% until Oct. 1, 2027.U.S. Bancorp intends to raise its quarterly dividend by 3.8% to 54 cents per share.USB's CET1 ratio of 10.8% exceeded the 7.1% minimum, supporting capital returns and growth. Following the release of the Federal Reserve's 2026 stress test, U.S. Bancorp (USB - Free Report) outlined its planned capital actions and reaffirmed its strong capital position. According to the Fed’s stress test results released yesterday, USB is among the 32 U.S. banks that successfully passed the test.

Based on the 2026 stress test results, USB's stress capital buffer (SCB) would have been subject to the regulatory floor of 2.5%. However, as announced by the Fed in February 2026, stress test-related capital buffer requirements will remain unchanged through 2027 while the agency reviews public feedback on its supervisory models. As such, the company's SCB will remain unchanged at 2.6% until Oct. 1, 2027.

Including the Basel III minimum common equity Tier 1 (CET1) capital requirement of 4.5%, USB is also required to maintain a CET1 ratio of at least 7.1%. As of March 31, 2026, the company's CET1 ratio was 10.8%, significantly above the required minimum level. This underlines the capital strength of USB and enables the bank to undertake organic growth initiatives and continue capital payouts.

As part of its planned capital actions, U.S. Bancorp intends to raise its quarterly common stock dividend by 3.8% to 54 cents per share from 52 cents, subject to board approval. The higher dividend is expected to become effective in the third quarter of 2026.

Based on yesterday's closing price of $60.10, its current dividend yield stands at 3.5% compared with the industry's 2.7%. Over the past five years, the company has increased its dividend five times.

Dividend Yield
Image Source: Zacks Investment Research

Apart from dividends, USB continues to return capital through share repurchases. In September 2024, the board authorized a share repurchase program of up to $5 billion of common stock. As of March 31, 2026, nearly $4.1 billion remained available under the authorization.

U.S. Bancorp also maintains a decent liquidity position. As of March 31, 2026, cash and due from banks were $48.4 billion, while short-term borrowings and long-term debt totaled $17.9 billion and $61.4 billion, respectively.

Driven by strong capital levels, earnings strength and solid liquidity, USB is expected to sustain its capital distribution activities and continue enhancing shareholder value. The planned dividend increase and significant remaining share repurchase capacity reflect management's confidence in the company's financial position and long-term growth prospects.

Other Firms Set to Raise Dividends After 2026 Stress TestSome other participants from the stress test that are enhancing capital distribution plans following the results are Wells Fargo (WFC - Free Report) and Goldman Sachs (GS - Free Report) .

Wells Fargo intends to raise its third-quarter 2026 common stock dividend by 11% to 50 cents per share from 45 cents, subject to board approval.  Goldman Sachs plans to increase its quarterly common dividend by 11% to $5 per share from $4.50 beginning July 1, 2026, subject to approval at its scheduled third-quarter board meeting.

USB’s Price Performance and Zacks RankOver the past six months, shares of US Bancorp have rallied 9.3% compared with the industry’s growth of 12.5%.

Price Performance
Image Source: Zacks Investment Research

Currently, the company carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: First Solar (FSLR - Free Report) Headquartered in Tempe, AZ, First Solar, Inc. is the world’s largest thin-film PV solar module manufacturer and the largest PV solar module manufacturer in the Western Hemisphere. The company is a leading global provider of comprehensive photovoltaic (PV) solar energy solutions and specializes in designing, manufacturing, and selling solar electric power modules using a proprietary thin-film semiconductor technology. The company sells its products to project developers, system integrators and renewable energy project operators primarily in Europe and Germany in particular. First Solar also engages in designing and deploying commercial solar projects for utilities. The company also develops and sells PV solar power systems that primarily use the modules it manufactures. Additionally, it provides operations and maintenance (“O&M”) services to system owners.

FSLR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. FSLR has a Growth Style Score of A, forecasting year-over-year earnings growth of 23.9% for the current fiscal year.

For fiscal 2026, six analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.24 to $17.61 per share. FSLR boasts an average earnings surprise of +5.4%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, FSLR should be on investors' short list.

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON FIRST SOLAR, INC. (FSLR), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On Ja.

Key Takeaways Gilead secured FDA approval to expand Trodelvy into first-line metastatic TNBC treatment.Trodelvy regimens cut progression or death risk by up to 38% in ASCENT-03 and ASCENT-04.Trodelvy gains broader use as Gilead advances oncology growth beyond its HIV franchise. Gilead Sciences, Inc. (GILD - Free Report) obtained approval FDA approved for the label expansion of breast cancer drug Trodelvy (sacituzumab govitecan-hziy), a first-in-class Trop-2-directed antibody-drug conjugate (ADC).

The regulatory body approved the drug for the first-line treatment of adult patients with unresectable locally advanced or metastatic triple-negative breast cancer (mTNBC).

Consequently, Trodelvy is now approved in first-line mTNBC, either as a single agent for patients who are not candidates for PD-(L)1 inhibitor-based therapy or in combination with Merck’s (MRK - Free Report) Keytruda (pembrolizumab) or Keytruda Qlex (subcutaneous injection of Keytruda) for patients whose tumors express PD-L1 (CPS ≥10) as determined by an FDA-authorized test.

Trodelvy is already approved in several countries for second-line or later metastatic TNBC and in more than 50 countries for certain patients with pre-treated HR+/HER2- metastatic breast cancer (mBC).

The latest FDA approval comes shortly after the European Commission expanded Trodelvy’s label for the same indication.

Gilead’s shares have gained 2% year to date compared with the industry's growth of 0.9%.

Image Source: Zacks Investment Research

More on GILD’s Trodelvy Label Expansion  The FDA’s approval was based on highly statistically significant and clinically meaningful progression-free survival (PFS) results from the late-stage ASCENT-03 and ASCENT-04/KEYNOTE-D19 studies. Data from these studies showed that Trodelvy-based regimens significantly lowered the risk of disease progression or death.

In ASCENT-03, Trodelvy monotherapy reduced this risk by 38% compared with chemotherapy in patients with PD-L1–ineligible disease, while in ASCENT-04, Trodelvy combined with Keytruda cut the risk by 35% versus Keytruda plus chemotherapy in patients with PD-L1+ disease.

Trodelvy-based regimens also demonstrated substantially more durable responses across both trials. Median duration of response reached 12.2 months with Trodelvy versus 7.2 months with chemotherapy in ASCENT-03, and 16.5 months with Trodelvy plus Keytruda versus 9.2 months with Keytruda plus chemotherapy in ASCENT-04.

The National Comprehensive Cancer Network (NCCN) recommends Trodelvy with or without Keytruda as a category 1 preferred first-line treatment option for people with mTNBC across PD-L1 status in the NCCN Guidelines, based on findings from the ASCENT-03 and ASCENT-04 studies.

Trodelvy also holds Category 1 recommendations for second-line treatment of mTNBC and for patients with previously treated HR-positive/HER2-negative mBC.

Trodelvy continues to gain market share in the second-line setting. Approval in additional indications will further boost sales.

It is being studied in several ongoing phase III clinical studies across multiple tumor types characterized by high Trop-2 expression. Studies are underway in lung and gynecologic cancers, where earlier proof-of-concept trials have already demonstrated encouraging clinical activity.

However, earlier this month, Merck and Gilead Sciences announced the discontinuation of the phase III KEYNOTE-D46/EVOKE-03 study evaluating Trodelvy in combination with Keytruda as a first-line treatment for patients with metastatic non-small cell lung cancer (NSCLC) whose tumors express high levels of PD-L1 (TPS ≥50%).

The open-label phase III study sponsored by Merck evaluated Trodelvy in combination with Keytruda versus Keytruda alone in this NSCLC patient population.  The decision follows a recommendation from the external Data Monitoring Committee after reviewing the pre-specified final PFS analysis and an interim overall survival (OS) analysis.

While the combination demonstrated a numerical improvement in PFS compared with Keytruda alone, the result did not achieve statistical significance. The committee concluded that the likelihood of demonstrating a statistically significant OS benefit at the final analysis was low.

GILD’s Efforts to Diversify PortfolioGilead’s robust HIV franchise continues to maintain momentum, driven by the solid performance of Biktarvy and Descovy, and incremental contributions from Yeztugo.

Simultaneously, GILD is looking to strengthen its oncology franchise.

Gilead’s recent aggressive dealmaking strategy, including the acquisition of Arcellx and Tubulis, highlights the company’s commitment to diversifying beyond its core HIV franchise into higher-growth oncology and immunology markets.

GILD’s Zacks Rank and Stocks to ConsiderGilead currently has a Zacks Rank #3 (Hold).  Some better-ranked stocks in the biotech sector are Liquidia Corporation (LQDA - Free Report) and Immunocore (IMCR - Free Report) , both currently sporting a Zacks Rank #1 (Strong Buy).  You can see the complete list of today’s Zacks #1 Rank stocks here.

Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have risen from $1.50 to $2.97, while those for 2027 have increased from $2.91 to $4.81. LQDA’s shares have surged 119% year to date.

Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in one, with the average surprise being 54.40%.

Over the past 60 days, 2026 loss per share estimates for Immunocore have narrowed from 97 cents to 16 cents, while 2027 estimates have improved from a loss of 39 cents to earnings of 11 cents per share.

Immunocore’s earnings beat estimates in three of the trailing four quarters and missed in one, with the average surprise being 46.66%.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Palantir Technologies Inc. (PLTR - Free Report) Denver-based Palantir Technologies was founded in 2003. The company builds and deploys software platforms for the intelligence community to help in counterterrorism investigations and operations across the United States and internationally.

PLTR is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. PLTR has a Growth Style Score of A, forecasting year-over-year earnings growth of 98.7% for the current fiscal year.

11 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.15 to $1.49 per share. PLTR also boasts an average earnings surprise of +15.1%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, PLTR should be on investors' short list.

Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) stock are down 6% in Thursday morning trading, changing hands near $106.50 after a prior close of $113.50. The move drops PLTR stock to its lowest level in over a year, deepening a string of fresh 52-week lows.

Zoom out and the picture is rougher, as Palantir stock is now down roughly 40% in 2026. June is shaping up to be Palantir’s worst month on record.

With PLTR stock now hovering just above $100, the question everyone is asking is whether the next leg drags Palantir shares through that round number. It’s a genuine open question rather than a confident forecast.

No Single Fresh Catalyst, Just a Continuing Derating There’s no fresh headline driving today’s specific drop in Palantir stock. Instead, PLTR is caught in a broader software and AI selloff that some traders have nicknamed the “SaaSpocalypse,” a repricing of richly valued software names amid fears that AI agents could erode traditional enterprise subscription models. Interest-rate pressure on the software group is adding to the squeeze.

The valuation sits at the center of the Palantir story. Recent coverage cited a trailing P/E ratio near 144x, and other readings put Palantir’s P/E ratio at 160x with a price-to-book ratio of 35x and a free-cash-flow yield under 1%. Numbers like that leave little room for disappointment when capital rotates out of expensive software, and Palantir has been at the front of that rotation.

Company-specific overhangs are not helping. Reports indicate that France’s domestic intelligence agency is transitioning off Palantir’s tools to domestic provider ChapsVision, and the UK National Health Service (NHS) contract is drawing renewed scrutiny. Both raise questions about Palantir’s international public-sector growth runway.

The technical picture has also turned. Michael Burry of “The Big Short” fame has a publicized short position on Palantir and has been taking a victory lap as momentum wanes, trading volume declines, and a key support level on PLTR stock has given way to fresh 52-week lows.

The Bull Case Hasn’t Disappeared Palantir’s underlying business still looks strong on paper. Q1 2026 revenue hit $1.63 billion, up 85% year over year, with U.S. revenue up 104% and U.S. commercial revenue up 133% to $595 million. Furthermore, Palantir’s GAAP operating income reached $754 million, a 46% margin, and the company closed 206 deals of $1 million or more with total contract value of $2.41 billion.

Palantir’s management responded by raising its full-year 2026 revenue guidance to $7.65 billion to $7.66 billion, with U.S. commercial guided above $3.22 billion and adjusted free cash flow guided to $4.2 billion to $4.4 billion. Additionally, Palantir’s “Rule of 40” score sat at 145%, a combination of growth and profitability few software peers can match.

Sentiment readings on PLTR are also stretched. Recent coverage notes that Palantir stock’s RSI has slipped into the mid-30s, traditionally an oversold zone where bounces can develop, and ARK Invest has reportedly been buying the dip.

Yet, the bear case still carries weight. Extreme multiples, the sector-wide software derating, the European contract setbacks, and downside momentum that includes Palantir’s worst month on record all argue the slide could extend. StockTwits chatter suggests that many retail traders are watching the $100 line specifically, with some saying they would step in if PLTR dips below it.

What to Watch Next The next scheduled catalyst for Palantir is the Q2 2026 earnings report, with management guiding to revenue of $1.797 billion to $1.801 billion. Until then, PLTR stock is likely to move with the broader software group and any further headlines around its international contracts.

Investors can watch for whether PLTR stock holds the $100 line into the close, and whether oversold conditions attract dip-buyers or simply mark a pause before another leg lower. The $100 figure is a psychological level rather than a chart-based target, and it’s a level that traders are clearly watching.

Either way, the next few sessions can help clarify whether Palantir is in for a deeper de-rating or is just quietly building a base. With CEO Alex Karp’s positive commentary on AI momentum still on the record and U.S. growth running hot, the fundamentals and the chart on PLTR stock are telling very different stories right now. Patience and modest position sizing remain reasonable approaches for anyone weighing a Palantir share stake here.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Roku (ROKU - Free Report) Roku is the leading TV streaming platform provider in the United States, Canada and Mexico based on hours streamed.

ROKU is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. ROKU has a Growth Style Score of A, forecasting year-over-year earnings growth of 308.5% for the current fiscal year.

Nine analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.28 to $2.41 per share. ROKU also boasts an average earnings surprise of +107.3%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ROKU should be on investors' short list.

Micron’s NASDAQ: MU fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.

Micron Technology Today

MU

Micron Technology

$1,215.85 +167.34 (+15.96%)

As of 01:00 PM Eastern

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

52-Week Range$103.38▼

$1,255.00Dividend Yield0.05%

P/E Ratio57.60

Price Target$1,177.47

Leading tech giants, enterprises, and research labs globally are racing to implement existing infrastructure to unlock the next generation in a virtuous cycle that could play out over years, if not decades.

Get Micron Technology alerts:

The impact on Micron is substantial, as it is the primary source of high-bandwidth memory (HBM) stacks, a component found in most GPUs designed for heavy AI training and other advanced workloads. The critical detail is that each NVIDIA NASDAQ: NVDA GPU uses six to 16 stacks of HBM, and each stack is six to 12 chips high, making demand for Micron’s product grow geometrically relative to the underlying AI GPU market.

The takeaway is that HBM markets are sold out, with new supply not expected to meaningfully impact the market until sometime in 2028. Until then, Micron is riding a wave of over-demand and pricing that is driving accelerating hypergrowth and an outlook for sustained strength over the coming six to eight quarters.

Micron, Growing Faster Than NVIDIA, AcceleratesNVIDIA set the gold standard for AI growth, topping out at 265% in Q4 2024, but Micron just lifted the bar. The company's fiscal Q3 take of $41.46 billion was not only up 345% from the prior year, but also nearly 1,550 basis points (bps) above MarketBeat’s reported consensus estimate. Strength was seen across all segments, each growing by an average of approximately 375%, led by Cloud and Datacenter, which account for more than 60% of the business. Cloud Memory grew by 300% and Datacenter ty 650%, with Mobile & Client up by 250% and Automotive & Embedded up by 310%.

Margin news was also strong. The revenue surge drove improvements across the stack, despite higher costs and capital expenditure. Critical details include the operating cash flow, which more than doubled sequentially and quadrupled year-over-year (YOY), and the adjusted free cash flow, which grew by approximately 9X to over $18 billion. Adjusted earnings per share (EPS), the marketwide benchmark for earnings quality, grew by 13X to over $25, nearly $5 or 2000 bps better than expected.

Guidance is the catalyst for this market, as it forecasts another quarter with similar sequential growth, margin strength, and earnings. The revenue forecast of $50 billion was more than 1600 bps better than expected, compounded by an even hotter outlook for earnings. Earnings are expected to exceed $31, further strengthening the company’s financial position.

Micron’s War Chest Swells: Debt FallsMicron’s business windfall is clearly reflected in its balance sheet highlights. The company’s cash balance swelled, up approximately 160% YOY, to top $30 billion, including investments and restricted cash. While liabilities also increased, they did so at a much slower pace, offset by a substantial debt reduction, to leave equity up. Looking ahead, cash flow is expected to remain robust for at least the next two years, barring any unforeseeable technological advancements, suggesting further cash and equity gains in the coming periods.

Analyst trends will likely strengthen now that fiscal Q3 results and fiscal Q4 guidance have been released. As it stands, the trends are robustly bullish, including numerous price target boosts in the weeks leading up to the earnings release. The consensus of 39 is a Buy, with a 90% Buy-side bias in the data, and a price target of $1,103. However, it is not the average price target that matters; it is the trend. June revisions pushed the high end of price targets towards $2,000, representing a 100% increase in stock price from the pre-release closing price.

Looking at Micron on a valuation basis, MU stock remains deeply undervalued, based on the pre-release earnings outlook. The post-release earnings outlook makes the value deeper, suggesting this stock could easily rise by 200% to 300% in the near-term and more over the long. Micron’s biggest risk is industry cyclicality and potential for oversupply, but that is a problem for the future. Supply-and-demand metrics, the timeline for capacity expansions, and analysts' commentary suggest there is little risk of oversupply at this time. The more likely scenario is that the undersupply persists well into 2028 and potentially longer.

Price action reflects the strength of the results and guidance, indicating the uptrend will likely continue. MU shares gained more than 15% to hit fresh highs following the release, amid rising market momentum. In this scenario, MU shares will likely continue higher and may accelerate. Not only is the outlook robust, but FOMO may set in the market, spurring sidelined cash to move.

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

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Micron Technology (MU +16.12%) has become one of the key players in the artificial intelligence (AI) boom. When we think of AI, our first thought may be the chips powering AI tasks -- but these chips must be accompanied by something else, and that's memory and storage capabilities. This is where Micron comes in, offering a wide range of solutions.

And this has translated into explosive growth for the company. Earnings have reached record levels, and the latest quarterly report reinforced this trend. Micron's revenue soared in the triple digits to more than $41 billion, and net income jumped in the quadruple digits to $28 billion. Both largely beat analysts' estimates. The company's message was positive too: Demand from AI customers is soaring, and we may be in the early stages of this growth opportunity.

As for Micron stock, investors have recognized the company's potential and piled in: The shares have skyrocketed in recent times, gaining more than 260% this year alone.

Considering all of this, is Micron a buy after its blowout earnings report? Let's find out.

Image source: Getty Images.

A memory specialist First, a bit of background on Micron. The company makes various types of memory and storage, including DRAM, NAND, and HBM. These products, offering memory as a computer or processor works, long-term storage, and fast memory access, cover the various needs of AI projects. Customers, as they run AI workloads, need chips from players like Nvidia, but they also need this memory capacity -- and that's created enormous demand for Micron and others in the field.

In fact, demand is so high that, even with multiple players in the space, from Seagate Technology to SK Hynix, it's steadily surpassed supply. This means that competition hasn't been a problem for Micron.

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All of this has led to tremendous earnings growth for this memory player, as we've seen in recent quarters, and the company confirmed the trend in the latest period. Quarterly revenue reached record levels for the fifth consecutive time. Free cash flow climbed to record levels of $18 billion, and importantly, gross margin came in at more than 84%. Gross margin is particularly key because it shows the company is highly profitable on sales.

16 customer agreements Micron also signed 16 customer agreements that offer the company and investors visibility on revenue ahead, reinforcing the idea that the demand we've seen so far is set to continue. The deals, with data center, consumer, and automotive customers, run through 2030 and involve commitments to purchase a certain volume of memory products. The company expects $22 billion in commitments from the deals signed so far, and it expects half of its revenue to eventually come from such strategic agreements.

This visibility on revenue ahead is positive as it helps guide Micron as it invests in areas such as manufacturing capacity.

"The early innings" of AI And speaking of the future, the company offered an extremely positive message, saying we're in "the early innings" of the AI revolution and that the expansion of AI into various industries represents key memory opportunities. For example, humanoid robots carry 10 times the memory of a vehicle with a driver assistance system -- this means that, as robotics systems advance, Micron may see a new and lasting wave of growth down the road.

Now let's return to our question: Considering all of this exciting news, is Micron a buy? Or is it too late to get in on this stock after its enormous gain? Though Micron's stock has soared, and its valuation has climbed, the valuation level still remains reasonable.

MU PE Ratio (Forward) data by YCharts

Today, Micron trades at 16x forward earnings estimates, which is lower than levels just a year ago -- and the stock remains cheaper than other tech giants such as Nvidia and Alphabet, for example.

This price level, along with clues that suggest Micron may benefit from the AI boom for quite some time make now -- even after the stock's big gain -- a good time for growth investors to add this stock to their portfolios.

Key Takeaways Micron's fiscal Q3 earnings and revenues surged as AI-led memory demand lifted data center sales.Micron signed 16 strategic customer agreements covering about 20% of DRAM and one-third of NAND volume.Micron expects Q4 revenues of about $50B and sees DRAM and NAND supply-demand staying tight beyond 2027. Micron Technology (MU - Free Report) reported third-quarter fiscal 2026 non-GAAP earnings of $25.11 per share, beating the Zacks Consensus Estimate by 17.39%. The company reported earnings of $1.91 per share in the year-ago quarter.

Revenues soared 345.7% year over year to $41.46 billion and surpassed the Zacks Consensus Estimate by 12.91%. Revenues jumped 73.7% sequentially. The upside was driven by robust AI-led memory demand, with data center revenues exceeding $25 billion, an annualized run rate of more than $100 billion.

Micron announced 16 strategic customer agreements (SCAs) across data center, consumer and auto markets in the reported quarter. These agreements represent roughly 20% of DRAM volume and one-third of NAND volume over the covered period.

The company expects approximately half or more of its revenues to eventually be under SCAs. Under the agreements signed so far, Micron projects $22 billion in cash deposits and related financial commitments, supporting longer-term supply visibility and financial predictability.

MU’s Q3 Top-Line DetailsMicron’s top-line growth benefited from tight DRAM and NAND supply, stronger pricing and accelerating demand tied to AI infrastructure. MU noted that industry demand for both DRAM and NAND continues to significantly exceed supply.

DRAM revenues were $31.3 billion, accounting for 76% of total revenues in the fiscal third quarter. DRAM revenues increased 67% sequentially, helped by low-single-digit bit shipment growth and a low-60s percentage increase in average selling price (ASP).

NAND revenues were $9.9 billion, representing 24% of total revenues. NAND revenues increased 99% sequentially, driven by a mid-single-digit increase in bit shipments and a mid-80s percentage rise in ASP.

MU’s Business Units Set RecordsCloud Memory Business Unit revenues were a record $13.77 billion, up 77.7% sequentially and 306.6% year over year.

Core Data Center Business Unit revenues were a record $11.52 billion, up 103% sequentially and 653.2% year over year.

Mobile and Client Business Unit revenues were a record $11.52 billion, up 49.4% sequentially and 254% year over year. The sequential revenue growth was driven by higher pricing.

Automotive and Embedded Business Unit revenues were a record $4.63 billion, up 71.1% sequentially and 311.2% year over year. The improvement reflected higher pricing and higher bit shipments.

MU’s Q3 Margins ExpandNon-GAAP gross margin was 84.9% in the reported quarter, up from 74.9% in the fiscal second quarter and 39% in the year-ago quarter.

Cloud Memory Business Unit gross margin expanded to 83% from 74% reported in the prior quarter, driven by higher pricing. The company reported Cloud Memory gross margin of 58% in the year-ago quarter. On a sequential basis, the core Data Center Business Unit’s gross margin improved to 87% from 74%, aided by higher pricing and a favorable mix. The company reported Data Center gross margin of 38% in the year-ago quarter.

Mobile and Client Business Unit gross margin reached 87% compared with 79% in the prior quarter and 24% in the year-ago quarter. Automotive and Embedded Business Unit gross margin surged to 79% compared with 68% in the prior quarter and 26% in the year-ago quarter.

Non-GAAP operating expenses were $1.52 billion, up 6.8% year over year and 34% sequentially.

In the third quarter of fiscal 2026, non-GAAP operating income came in at $33.68 billion, a significant rise from $2.49 billion reported in the year-ago quarter and $16.46 billion reported in the previous quarter.

Micron’s Balance Sheet Shows Strong Liquidity LevelMU exited the quarter with $30.2 billion in cash, marketable investments and restricted cash. Liquidity was $32.2 billion at the end of the fiscal third quarter.

Micron generated $25.39 billion in operating cash flow in the quarter. Capital expenditures, net of proceeds from government incentives and asset sales, were $7.1 billion, resulting in adjusted free cash flow of $18.3 billion.

The company declared a quarterly dividend of 15 cents per share, payable on July 21, 2026, to shareholders of record as of July 6. Micron did not repurchase shares during the fiscal third quarter.

MU’s Guidance Points to More StrengthFor the fourth quarter of fiscal 2026, Micron expects revenues of $50 billion, plus or minus $1 billion. The company projects a non-GAAP gross margin of approximately 86%.

Non-GAAP operating expenses are expected to be approximately $1.65 billion. Adjusted earnings are projected at $31 per share, plus or minus $1, based on roughly 1.15 billion diluted shares.

Micron now expects supply-demand conditions for both DRAM and NAND to remain tight beyond calendar 2027. In DRAM, the company expects industry DRAM bit shipments in calendar 2026 to grow in the low to mid-20s percentage range, slightly above MU’s prior outlook. In NAND, Micron expects industry NAND bit shipments in calendar 2026 to grow approximately 20%, unchanged from its prior expectations.

Stocks to ConsiderCurrently, Micron sports a Zacks Rank #1 (Strong Buy).

Some other top-ranked stocks in the broader Zacks Computer and Technology sector are Credo Technology (CRDO - Free Report) , Hewlett Packard Enterprise (HPE - Free Report) and Microchip Technology (MCHP - Free Report) . Each of the three stocks sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Long-term earnings growth rate for Credo, Hewlett Packard Enterprise and Microchip is currently pegged at 39.3%, 31.98% and 36.82%, respectively. Year to date, shares of Credo, Hewlett Packard Enterprise and Microchip have jumped 86.9%, 102.9% and 45.1%, respectively.

James Demmert discusses the technology sector, how oil prices are influencing investor sentiment, and whether the rally can broaden beyond tech. He also offers his takeaways from Micron's (MU) earnings and what it signals for the market as the report reinforces demand for AI.

Micron Technology stock is soaring this morning after the company posted blockbuster Q3 results, featuring a nearly 350% year-over-year increase in revenue to $41.46 billion.

Still, the broader semiconductor complex is not following Micron’s lead – with Intel INTC, Advanced Micro Devices Inc, and even Nvidia failing to participate in the rally on Jun. 25.

While that may seem a bit puzzling on the surface, there’s actually three very simple reasons why these chipmakers aren’t moving in sync with Micron stock today.

In its earnings release, Micron confirmed that its High-Bandwidth Memory (HBM), the hyper-fast memory stacked directly onto artificial intelligence (AI) chips, is completely sold out through year-end, with customers locking in $22 billion in agreements.

While that’s incredible for MU shares, it actually highlights a severe industry supply constraint.

If the likes Nvidia or AMD can’t secure enough HBM from suppliers (Micron or SK Hynix), they can’t ship their top-tier AI graphic processing units (GPUs), including the Blackwell architecture or the MI300 series.

Micron Technology’s tight supply cap confirms that compute chipmakers are physically limited in how fast they can scale their own near-term revenues – a broader concern that is clearly reflected in their muted performance today.

The broader semiconductor sector has been dealing with an intense multi-day wave of profit-taking.

Investors are reassessing stretched valuations and demanding that astronomical capital expenditure from big tech hyperscalers translates into immediate profits.

Because names like Intel and AMD have already priced in massive, flawless growth, a solid update from a sub-component supplier like Micron is being treated as a “sell-the-news” event for the rest of the tech stack.

Note that Advanced Micro Devices Inc and INTC are currently going for about 85x and more than 200x forward earnings; so the initial pre-market gap up simply gave institutional traders a “highly liquid” exit point to lock in profits.

Continued pressure on Intel and AMD shares makes sense also because these companies actually face entirely different architectural and competitive pressures.

INTC is battling high turnaround execution costs as it positions itself as a Western foundry choice, and Advanced Micro Devices is locked in an expensive market-share war with Nvidia in the data center.

A spike in memory pricing pads MU’s margins immediately, but it doesn’t solve Intel’s execution timeline or alter AMD’s market share positioning against Nvidia.

That said, Wall Street hasn’t thrown in the towel on either. Both remain “Buy” rated among experts, with the most ambitious price targets calling for well over 20% upside from their current levels.

Neither of the two chipmakers, however, pays a dividend to attract income-focused investors.

Liz Ann Sonders with @CharlesSchwab explains what she calls a "rotating concentration" in tech, pointing out that investors are pouring out of the Mag 7 and into other rising tech giants like Micron (MU). On the "great chip dip" in AI semiconductor names like Nvidia (NVDA), Liz Ann talks about the various factors she sees eating into price action of it and related stocks.

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Micron Technology (NASDAQ:MU | MU Price Prediction) had signed 16 long-term customer agreements, 14 of them locking in roughly $100 billion in minimum guaranteed revenue through 2030, and the stock was up 16% because, in her words, “Memory has always been just been boom and then bust. But Micron is essentially telling everyone that’s completely over.”

That claim matters in an industry defined by cycles. DRAM glut, DRAM shortage, repeat. So what did Micron actually do, and why are people who lived through the 2019 and 2023 downcycles willing to underwrite a different ending this time?

What the contracts actually changed Micron’s fiscal Q3 revenue came in at $41.456 billion, a 17.60% beat on consensus and 345.72% year-over-year growth from the $9.3 billion Micron printed in the prior-year quarter. Non-GAAP EPS landed at $25.11 against a $20.2843 consensus, the seventh consecutive quarter of beating Wall Street.

The margin line is where the cycle thesis wobbles. GAAP gross margin was 84.6%, against 37.7% a year earlier. Software companies have 84% gross margins. Memory companies, historically, have run a fraction of that. Micron is guiding Q4 to around 86% on $50 billion plus or minus $1.0 billion in revenue. As Partsinevelos framed it, “they can determine the pricing right now, which is great for them to keep those margins up.”

CEO Sanjay Mehrotra’s framing in the press release was that “multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.” The hyperscalers building AI infrastructure are willing to pre-commit to HBM and DDR5 capacity through the decade because they cannot afford a repeat of the 2024 shortage. Micron’s Cloud Memory segment alone did $13.769 billion, with Core Data Center another $11.524 billion.

Qualcomm’s parallel bet Qualcomm (NASDAQ:QCOM) CEO Cristiano Amon pitched the same direction from the other side. Qualcomm raised its non-handset revenue target to $40 billion by 2029, nearly double its prior forecast, with roughly $15 billion from data center. And Partsinevelos noted Qualcomm “named META as its first customer for its new data center CPU, and said it signed two hyperscale deals for custom chips, one in the United States, one Chinese.”

Amon’s answer to how you guarantee any of this was about supply. “I have secure the capacity from the manufacturer as well as memory,” he said, “we’re very confident in the forecast we provided.” That capacity comment validates Micron. Qualcomm’s Q2 handset revenue had already fallen 13% year-over-year to $6.024 billion, with memory supply constraints among Chinese OEMs cited as the cause. The thing squeezing Qualcomm’s phone business is the thing minting Micron’s margins.

Qualcomm shares rose 12% on the data center news, a smaller move than Micron’s, partly because at a $215.827 billion market cap the company is still mostly a handset business until the Dragonfly C1000 actually ships to Meta in 2028.

The execution problem nobody is talking about yet Micron has to spend to make the $100 billion show up. Q3 capex was $7.826 billion, up 166.37% year-over-year, and the company has signaled capex over $40 billion next year, with roughly $20 billion going to construction and clean rooms. That is a fab-building number. Free cash flow was a robust $18.304 billion in the quarter, so the cash is there, but the rule of memory has always been that whoever builds capacity in the boom regrets it in the bust. The contracts are supposed to be the insurance policy against exactly that.

You can see the market wrestling with the structural-versus-cyclical question elsewhere. UBS tripled Micron’s price target last month, and the stock crossed $1 trillion in market cap alongside SK Hynix. Even retail cannot agree whether this is the end of the cycle or the loudest part of it.

The case for “different this time” rests on contracts whose enforceability has not been tested in a downturn, capacity that does not exist yet, and AI capex commitments from a handful of hyperscalers. Two of those three are denominated in real dollars on signed paper. The third is what you keep an eye on.

Shares of BlackBerry BB traded higher on Thursday morning after the company reported stronger-than-expected first-quarter results and raised its financial outlook for fiscal 2027.

At the time of writing, BB stock was up more than 22% on the NYSE following the earnings release.

The company said it achieved operating cash flow of $4.6 million in the first quarter, describing it as its "first cash-positive fiscal quarter in nine years," excluding the non-core patent sale in 2024.

The result was supported by growing demand for its vehicle software and encrypted communications offerings.

BlackBerry reported revenue of $152.9 million for Q1, up 26% year-on-year and ahead of the $137.9 million estimate polled by Fiscal AI.

Adjusted earnings per share came in at $0.04, slightly above the $0.03 estimate.

The company also raised its fiscal 2027 revenue outlook to a range of $594 million to $621 million, compared with its previous forecast of $584 million to $611 million.

BlackBerry said growth was driven by strong performance across its core business segments, particularly QNX and Secure Communications, which both recorded double-digit percentage gains.

QNX revenue rose 26% to $72.3 million, while Secure Communications increased 24% to $73.6 million. Licensing revenue also contributed modestly at about $10 million.

“Demand across our markets remains healthy. Customer engagement is strong, and our backlog continues to expand,” the company said during its earnings call with analysts. “Governments around the world continue to prioritize digital sovereignty, cybersecurity modernization, and secure communications infrastructure, creating favorable demand conditions for our solutions.”

The company also highlighted emerging opportunities in artificial intelligence and automation.

“Where particularly excited about the long-term opportunity in physical AI. As intelligent machines become increasingly autonomous and operate around people, the requirements for safety, security, reliability, and real-time determinism become even more important,” BlackBerry said.

It added: “In many ways, automotive has been a proving ground for the demands of physical AI. Modern vehicles are essentially robots on wheels, and QNX has established itself as a trusted platform supporting many of the industry's most advanced autonomous and safety-critical systems.”

BlackBerry raised its fiscal 2027 outlook, citing stronger embedded software performance and expanding AI-related opportunities.

The company now expects QNX revenue of $295 million to $312 million, up from a prior forecast of $290 million to $307 million, while Secure Communications guidance remains unchanged.

Licensing revenue is expected to be slightly higher.

Adjusted earnings for fiscal 2027 are projected in the range of 16 to 20 cents per share, compared with Wall Street expectations of 18 cents per share.

Chief Executive John Giamatteo said the company sees multi-year growth potential ahead, particularly in software-defined vehicles and broader embedded systems markets.

“We believe these opportunities significantly enhance QNX's long-term potential,” Giamatteo said.

For the current quarter, BlackBerry expects revenue between $137 million and $148 million, above prior expectations, with adjusted EBITDA forecast at $20 million to $30 million and adjusted earnings of 3 to 4 cents per share.

, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: Z, ZG) have opportunity to lead the securities fraud class action lawsuit.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ZILLOW GROUP, INC. (Z, ZG), CLICK HERE BEFORE AUGUST 10, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

 What Is The Lawsuit About?
The complaint filed alleges that, between February 11, 2025 and May 7, 2026, Defendants failed to disclose to investors that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
 

Contact Us To Participate or Learn More:

If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
The Law Offices of Frank R. Cruz, 
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
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If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

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

SOURCE The Law Offices of Frank R. Cruz, Los Angeles

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Intel (NASDAQ:INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories. Intel posted a 2,183.46% non-GAAP EPS beat under CEO Lip-Bu Tan while absorbing a $4.07 billion restructuring charge.

TSMC kept compounding, with Q1 revenue rising 21.4% YoY and net income jumping 43.8%. Both sit at the heart of the AI hardware buildout, on very different footing.

AI Servers Lift Intel. Leading-Edge Nodes Lift TSMC. Intel’s Data Center and AI segment grew 22% YoY to $5.05 billion, and Intel Foundry climbed 16% to $5.42 billion. Client Computing, the legacy PC business, barely moved at 1%. That mix tells you where the energy is.

Lip-Bu Tan framed it bluntly: “The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic.” Strategic wins back the talk: Xeon 6 was selected as the host CPU for NVIDIA’s DGX Rubin NVL8 systems, and Google signed on for custom ASIC IPUs.

TSMC is operating on a different plane. May revenue alone hit NT$416.98 billion, up 30.1% YoY, and management is guiding to over 30% full-year revenue growth. The 58.1% operating margin reflects pricing power on advanced nodes that no one else can match at scale.

Business Driver Intel TSMC Main Growth Engine Data Center and AI, Foundry ramp Leading-edge AI wafers Q1 Revenue Growth +7.2% YoY +21.4% YoY Gross Margin 41.0% non-GAAP Mid- to high-60s Rebuilder vs. Compounder Intel is rebuilding a foundry from inside an integrated company. The $5 billion NVIDIA equity stake, the Google ASIC deal, and the Terafab tie-up with SpaceX, xAI, and Tesla all point to one bet: that U.S. leading-edge capacity has strategic value buyers will pay for.

The hitch is execution. Intel Foundry is still losing money, and management has flagged a potential pause of Intel 14A if customers do not commit.

TSMC’s path is simpler. Stay the only credible volume supplier of leading-edge nodes, then collect rent. Its Arizona expansion is now eligible for a 35% investment tax credit effective January 1, 2026, which softens the geopolitical hedge cost.

On insider activity, TSMC saw three coordinated buy events between April and June with CEO C.C. Wei adding shares each time, while Intel’s CFO and foundry GM were net sellers in May and June.

The Next Test Is Foundry Conversion For Intel, Q2 guidance of $13.8 billion to $14.8 billion in revenue at a 39% gross margin suggests momentum without margin breakout yet. I will watch whether Intel 18A volume in Arizona converts external customers into multiyear wafer commitments.

For TSMC, the question is whether NT dollar appreciation and customer concentration (top 10 customers = 84% of receivables) start to bite reported growth.

TSMC the Compounder, Intel the Higher-Variance Bet Intel has run hard. The stock is up 258.48% year to date and 524.26% over one year, which already prices in a lot of belief. TSMC is up a more measured 44.32% YTD while actually producing the cash flows.

For me, TSMC fits a buy-the-business investor: 46.5% profit margin, 36.2% ROE, and durable demand. Intel suits a turnaround investor willing to underwrite Foundry losses for the chance that Tan’s reset reshapes the cost base. Intel’s risk/reward at current levels skews to execution risk on the Foundry ramp, while TSMC’s cash generation cushions volatility on pullbacks.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

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Stock to Watch: RTX (RTX - Free Report) In July 2023, Raytheon Technologies was renamed RTX Corporation. In April 2020, Raytheon Technologies was formed as a result of the merger between United Technologies and Raytheon Company. Based in Waltham, MA, RTX has emerged as an aerospace and defense company, providing advanced systems and services for commercial, military and government customers worldwide. The company currently operates through three business segments.

RTX is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. RTX has a Growth Style Score of B, forecasting year-over-year earnings growth of 9.9% for the current fiscal year.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.06 to $6.91 per share. RTX boasts an average earnings surprise of +12.7%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, RTX should be on investors' short list.