It was encouraging to learn that Apple (AAPL 4.58%) plans to launch a revamped version of Siri -- its virtual assistant powered by artificial intelligence (AI) -- later this year. However, the market still views the consumer technology company as an afterthought in the AI race, especially since its peers are spending so much money to expand their technical infrastructure.
But Apple isn't ignoring the trend. Here's one metric showing that it's definitely focused on AI.
Image source: The Motley Fool.
During its fiscal 2026 second quarter (ended March 28), the company reported year-over-year revenue growth of 16.6%. This was the fastest top-line gain since the 2021 fourth quarter.
The company's research and development (R&D) expenses soared at a faster clip, rising 33.6% in the second quarter compared to the same period last year. This isn't a new occurrence, but spending is accelerating. Between fiscal 2020 and fiscal 2025, Apple's R&D expenses grew by 84.2%, while revenue was up 51.6%.
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CEO Tim Cook, who will step down from his role in September, said this on the second-quarter earnings call in response to an analyst's question about Apple's AI investment strategy: "We are investing in products and services, and we see opportunities in both. We could not be more excited about how the future is playing out."
Chief financial officer Kevan Parekh added: "From the start, we have believed AI is a really important investment area for Apple, We are going to be doing that incrementally on top of what we normally invest in our product road map."
Apple's advantage comes from its more than 2.5 billion active devices scattered around the globe. Its incredible distribution means the company's AI strategy rests solely on its ability to drive greater product and service revenue, further strengthening its powerful ecosystem.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple. The Motley Fool has a disclosure policy.
SummaryCompaniesAI datacenter demand squeezing memory supply for device makersMacBook Neo's starting price rises to $699 from $599Shares fall, analysts warn rivals may need steeper increasesSAN FRANCISCO, June 25 (Reuters) - Apple (AAPL.O), opens new tab raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage chip costs driven by the AI industry's datacenter buildout.
The move does not affect Apple's main cash cow, the iPhone. But it would take starting price of the Neo - its lowest priced laptop aimed at winning marketshare from affordable Windows and Chromebook laptops - from $599 to $699 months after launch.
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The increase shows even the world's most valuable consumer electronics company with supply chain relationships that are the envy of the industry is not immune to a memory price surge that has dulled the outlook for smartphone and PC sales.
Memory makers such as Micron (MU.O), opens new tab have in recent months prioritized orders from AI chipmakers like Nvidia (NVDA.O), opens new tab, helping them earn record profit but leaving little supply for electronics makers that have been forced to increase prices.
"We have never seen a component price increase this much, this quickly," Apple said in a statement. "We have shielded our customers from these increases so far, but we have now reached a point where we need to begin raising prices on a number of products, including today's increases for iPad and Mac."
Apple hiked the price of MacBook Air with 512 gigabytes of storage rose to $1,299 from $1,099, while the MacBook Pro with 1 terabyte of storage rose to $1,999 from $1,699, according to updated prices on its website. The iPad Air with 128 gigabytes of storage rose from $599 to $749, among other changes.
Apple also raised prices for both versions of its HomePod smart speaker and Apple TV set-top box. Shares of the company fell nearly 5%, while rival Dell (DELL.N), opens new tab was down more than 8%.
Rival device makers may have to raise prices even more sharply than Apple, whose deep supplier ties have cushioned it from the full hit, several analysts said.
"The memory environment is tough and remains structurally tough for the foreseeable future," said Ben Bajarin, CEO of technology consulting firm Creative Strategies.
Apple said in April existing inventories had helped it keep its gross margins above Wall Street expectations but that rising memory costs would start to catch up by the end of this month, with profitability expected to fall slightly.
"We expect significantly higher memory costs," CEO Tim Cook said on a conference call with analysts in late April.
"Where we don't give color beyond June, I can tell you that beyond the June quarter, we believe memory costs will drive an increasing impact on our business," Cook had said.
MEMORY SURGE ADDS PRESSURE ON ELECTRONICS MAKERSApple has not disclosed what steps besides price hike it has taken to address rising memory costs. "We know this is not welcome news, and we are working tirelessly to find solutions," the company said on Thursday.
Analysts expect Apple to increase iPhone prices in the coming months and said the latest hike could prompt some potential buyers to advance their purchase decisions.
"The iPhone isn't spared, its hike is coming," said Nabila Popal, a senior research director at IDC. "It was incredibly strategic for Apple to make the price hike announcements prior to the iPhone fall launch, so the headlines at launch is not the price hikes but the value the new phones bring."
Prices of dynamic random access memory, used in virtually all modern tech gadgets, rose as much as 98% in the first quarter of 2026 and is set to jump by another 58% to 63% in the current quarter, according to industry tracker TrendForce.
That surge, dubbed by some experts as "RAMageddon", has been driven by a boom in AI data center construction, with companies like Nvidia signing long-term deals with memory makers who are racing to increase capacity.
Micron said on Wednesday it has locked in $22 billion in such long-term commitments from customers looking to secure their memory supplies.
The rising costs are expected to weigh heavily on device sales this year, with research firm IDC estimating that the smartphone market would see its biggest-ever annual decline of nearly 14% this year while the PC market will fall 11.3%.
Among the notable bright spots has been the MacBook Neo launched in March, which helped power Apple's strong sales forecast for the June quarter and has even led some industry watchers to revise their estimates for PC sales.
With its increased price, it has now lost a $100 advantage over the $699 XPS 13 laptop that Dell unveiled last month especially to take on the Neo, while also making it more expensive than some Chromebooks from Lenovo and Asus.
Reporting by Stephen Nellis in San Francisco and Aditya Soni in Bengaluru; Editing by Arun Koyyur
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Apple is raising prices on several products to offset cost hikes caused by a shortage of memory chips and storage. Prices are going up for the MacBook Neo, MacBook Pro, MacBook Air, iPad Air and iPad Pro.
ToplineApple on Thursday announced price hikes for laptops and tablets ranging from $100 to $300 per item after CEO Tim Cook warned higher memory and storage costs fueled by the AI surge would make the increases "unavoidable.”
Customers try out Apple's MacBook Neo laptops.
VCG via Getty Images
Key FactsThe price changes spiked the starting cost of the MacBook Pro 1T, the cheapest MacBook Pro, to $1,999 from $1,699—the largest increase of any single product.
The MacBook Neo—the company's cheapest laptop—went up in price from $599 to $699 and the cheapest MacBook Air, the 512GB, went from $1099 to $1,299.
The cost of some iPads also spiked significantly—the iPad Air 128GB now starts at $749 (up from $599) and the iPad Pro Wifi 256GB increased from $999 to $1,199.
Cook earlier this month warned that soaring costs of memory and storage chips would be passed along to the consumer and, on Thursday, the company called the surge in demand unprecedented: "We have never seen a component price increase this much, this quickly.”
CRUCIAL QUOTE“This is a hundred-year flood,” Cook told the Wall Street Journal earlier this month. “I’ve never seen anything like it in any area in over 40 years.”
WHAT TO WATCH FORHow much the next iPhone costs. Apple’s next run of phones—the iPhone 18 Pro, Pro Max and the rumored foldable iPhone Fold/Ultra—are expected to be unveiled in September. Tarun Pathak, research director at Counterpoint Research, told CNBC he estimates the higher chip costs will mean price increases for iPhones of about $150 to $200 per phone, and the company on Thursday left the door open for more hikes when it said the chip crisis has “reached a point where we need to begin raising prices on a number of products.”
TANGENTApple isn't the only company raising its tech prices. Nintendo told customers its flagship console will cost $50 more come September, and Sony and Microsoft also recently hiked the cost of their PlayStation and Xbox consoles. Lenovo has upped its PC and server pricing, and Dell and HP have also raised their laptop prices.
Key backgroundThe surge in demand for memory chips for AI data centers has put a strain on the supply left for consumer products. Sassine Ghazi, CEO of Synopsys, a semiconductor company, told CNBC much of the world’s memory chip supply is “going directly to AI infrastructure, but many other products need memory,” which has left other industries “starved.” Memory contract prices surged 80% to 90% in the first quarter of 2026 alone, according to Counterpoint Research, after shooting up 50% in the last quarter of 2025. Goldman Sachs and Morgan Stanley predict the undersupply of chips will persist and keep memory prices heavily inflated through at least 2027.
ForbesHow AI Is Driving Up The Costs Of Phones, Games And ComputersBy Conor MurrayForbesAI’s Hidden Cost: The Global Memory Shortage Threat To Affordable TechBy Tim Bajarin
ForbesThe World’s Largest Tech Companies: Memory Chips Skyrocket Amid AI Data Center BuildoutBy Rashi Shrivastava
The artificial intelligence boom is creating winners and losers in places many investors never expected. While most attention remains fixed on GPUs from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), memory chips have quietly become one of the industry’s biggest bottlenecks.
Every AI server requires massive amounts of high-bandwidth memory (HBM) and DRAM, and supply simply can’t keep pace with demand. The result is a classic supply crunch: memory manufacturers are reporting surging profits while technology companies are paying sharply higher component costs.
Apple’s decision to raise prices on select Mac and iPad models by roughly 20% is the latest sign that AI-driven inflation has arrived — and consumers are beginning to feel it.
Micron’s Earnings Reveal the Scale of the Shortage If investors want to understand why Apple is raising prices, they only need to look at yesterday’s stunning earnings report from Micron Technology (NASDAQ:MU).
Micron reported revenue and profit growth fueled by soaring demand for both HBM and DRAM. Its HBM supply is effectively sold out through 2026, while customers are placing orders years in advance to secure capacity.
Even more telling, Micron has indicated it can currently satisfy only about 50% to 66% of customer demand in HBM and DRAM for AI applications. That’s not a sign of weak production but rather evidence demand is overwhelming supply.
The same dynamic is playing out across the industry.
Company Key AI Memory Products Current Market Condition Micron HBM, DRAM, NAND HBM sold out through 2026, expanding capacity Samsung Electronics HBM, DRAM, NAND Expanding AI memory capacity SK hynix HBM, DRAM Leading HBM supplier, capacity constrained but expanding AI infrastructure spending is absorbing nearly every available memory chip manufacturers can produce.
Apple Is Paying the Price Apple (NASDAQ:AAPL) sits at the center of this storm because it is the world’s largest buyer of memory chips. The company just announced it was increasing average prices about 20% across select Mac and iPad models, citing higher memory and storage component costs. Those increases weren’t arbitrary. They reflect a market where DRAM and NAND prices have risen sharply as suppliers prioritize higher-margin AI products.
CEO Tim Cook recently compared today’s memory pricing environment to a “100-year flood,” an unusually vivid description from a CEO known for measured language.
Micron reporting record earnings because memory prices are climbing — and Apple raises prices because memory costs are climbing — makes it clear who is helping fund those higher profits.
That doesn’t necessarily mean Apple will suffer. The company benefits from one of the strongest customer ecosystems in consumer technology. Many users own an iPhone, Mac, iPad, Apple Watch, and multiple subscription services. That loyalty gives Apple pricing power many competitors simply don’t have.
Unlike Apple, many PC manufacturers compete primarily on price. As memory costs rise, they face a difficult choice: absorb the higher costs and accept lower margins, or raise prices and risk weaker sales. Consumers are already holding onto smartphones and laptops longer than they did a decade ago. Higher prices could extend replacement cycles even further.
Granted, memory manufacturers are investing billions to expand capacity. Yet industry forecasts suggest shortages may persist into 2027 because AI data centers continue consuming growing amounts of HBM. More importantly, memory makers are allocating increasing production toward higher-margin HBM rather than the commodity DRAM used in many consumer devices.
That means AI servers aren’t just competing with other AI servers for memory. They’re competing with laptops, tablets, smartphones, and virtually every connected device consumers buy.
Key Takeaway In short, Apple’s 20% price increase is less about Apple and more about the new economics of AI. Memory has become the critical choke point in the semiconductor industry, allowing suppliers like Micron, Samsung, and SK hynix to command higher prices. Apple’s loyal customer base may help it weather the storm better than rivals, but consumers across the technology landscape are likely to face higher prices as memory shortages persist.
Ultimately, AI’s appetite for memory is creating a ripple effect that stretches far beyond data centers. The latest earnings from Micron and the latest price hikes from Apple suggest the same conclusion: AI-flation has arrived with a vengeance, and it may be with us for years.
Apple’s MacBooks and iPads are getting more expensive as the memory crunch deepens
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HomeIndustriesComputers/ElectronicsTech StocksTech StocksApple increased prices on select MacBooks and iPads Thursday morning on the heels of a blowout Micron earnings reportPublished: June 25, 2026 at 10:19 a.m. ET
Prices of popular Apple products like MacBooks are going up thanks to the artificial-intelligence boom.
Apple AAPL on Thursday updated pricing information on its online store, raising the price of MacBooks by between $100 and $300 and the price of iPads by as much as $200. The base MacBook Air is now priced at $1,299, up from $1,099, and the base MacBook Pro rose to $1,999 from $1,699. Apple also raised the price of its MacBook Neo budget laptop to $699 from $599.
About the Author
Emily Bary is MarketWatch's managing editor for companies coverage. She is based in New York.
Apple raised the prices of its Macs by 15% to 20% and iPads by 15% to 25% Thursday morning (June 25), attributing the increases to the surging costs of components used in the devices, the Wall Street Journal reported Thursday.
The company didn’t change the price of its iPhones, according to the report.
The increases came about a week after Apple CEO Tim Cook told the WSJ that the soaring costs of the memory and storage chips the company uses in its devices made price increases “inevitable.”
That report said artificial intelligence companies’ demand for the products is driving up prices.
Apple told the WSJ Thursday, per the report: “We have now reached a point where we need to begin raising prices. We have never seen a component price increase this much, this quickly.”
Bloomberg reported Thursday that Apple’s price increases on Macs and iPads are global and that the company did not raise the prices of iPhones, Apple Watches or AirPods.
Apple said in the report that the company had shielded its customers from the rising prices of components but now needs to raise its prices on “a number of products including today’s increases for iPad and Mac.”
“We know this is not welcome news, and we are working tirelessly to find solutions,” the company said in the report.
Reuters reported Thursday that Apple also raised prices on its HomePod smart speakers and its Apple TV set-top box.
The report said that the starting price of Apple’s lowest priced laptop, the Neo, which was introduced months ago to compete with other makers’ affordable laptops, increased from $599 to $699.
Cook told the WSJ in a report posted June 17 that Apple planned to raise prices due to a surge in the costs of memory and storage chips.
“We’re doing our best to mitigate the huge increases that are being passed to us, and we’ve been trying to shield our customers from the increases, but the situation has become unsustainable,” Cook said.
The report said the prices for memory and storage chips have quadrupled over the past year, driven by artificial intelligence companies’ demand for the products.
In response to the rising costs, companies that make PCs, smartphones, game consoles and other devices that use the chips have raised prices, per the report.
Apple shares fell nearly 5% on Wednesday after the company raised prices of several Mac and iPad models, becoming one of the latest consumer technology companies to pass on soaring memory and storage costs driven by the artificial intelligence boom.
The AAPL stock was down about 4.89% at the time of writing.
The price increases mark Apple's first formal move to pass higher component costs directly on to consumers after Chief Executive Tim Cook said the spike in memory prices had become impossible to absorb.
“The consumer electronics industry is facing an unprecedented challenge,” Apple said in a statement.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have never seen a component price increase this much, this quickly.”
The company added that it had “reached a point where we need to begin raising prices on a number of products,” while leaving open the possibility of further increases.
“We know this is not welcome news, and we are working tirelessly to find solutions,” it said.
Under the revised pricing structure, the base MacBook Air now costs $1,299, an increase of $200.
The base MacBook Pro has risen by $300 to $1,999, while the entry-level MacBook Neo now starts at $699, up by $100.
The iPad lineup has also become more expensive.
The iPad Air price has increased by $150 to $749, while the iPad Pro now starts at $1,199, up by $200.
Apple has so far left iPhone prices unchanged.
Cook had signalled the move last week, telling The Wall Street Journal that the company could no longer fully shield customers from surging component costs linked to artificial intelligence infrastructure.
“This is a hundred-year flood,” Cook told the Journal. “I’ve never seen anything like it in any area in over 40 years.”
The explosive growth of artificial intelligence has transformed the global memory market.
According to Counterpoint Research, memory and storage prices have quadrupled over the past three quarters as suppliers increasingly divert production toward high-bandwidth memory used in AI servers and accelerators.
Memory manufacturers such as Micron have prioritised orders from AI chipmakers, including Nvidia, helping drive record profits but leaving limited supply available for consumer electronics companies.
Apple now joins a growing list of electronics manufacturers increasing prices due to memory shortages.
Dell, HP, Lenovo, and Asus have all flagged price increases this year, while Samsung raised the prices of two versions of its S26 smartphone in the United States by $100.
The rapid increase in memory prices has raised questions about how Apple, the world's most valuable consumer electronics company, can manage mounting component expenses without hurting demand.
Investors had hoped Apple's scale and bargaining power would help it negotiate better terms with suppliers or offset costs through greater vertical integration.
The global DRAM market is dominated by Micron and South Korean firms SK Hynix and Samsung, all of which have surpassed $1 trillion in market value this year as they benefit from unprecedented demand for AI infrastructure from technology giants such as Google, Meta and Amazon.
Apple has also explored sourcing memory from Chinese suppliers YMTC and CXMT.
However, those efforts have encountered resistance from US policymakers, including Secretary of State Marco Rubio, over security concerns.
A recent Morgan Stanley report described the situation as “chipflation,” estimating that memory prices have increased sixfold over the past year and warning that building additional manufacturing capacity could take years.
JPMorgan analysts estimate that DRAM and NAND memory, which currently account for roughly 10% to 15% of the bill of materials for an iPhone, could represent more than 45% by 2027.
Apple had warned in April that existing inventories had allowed it to maintain margins above Wall Street expectations, but said rising memory costs would eventually begin weighing on profitability by the end of June.
Despite the growing cost pressures, Apple's hardware business remained highly profitable in the March quarter.
The company expanded hardware gross margins to 38.7% from 35.9% a year earlier and reported total quarterly profit of $29.6 billion.
Meta Platforms, Inc. delivered 33% YoY revenue growth and 61% net income growth, but the stock sold off due to higher CapEx guidance. META raised 2026 CapEx to $125–$145 billion, compressing near-term cash flow, yet maintains a Strong Buy rating based on robust ad growth and AI-driven monetization. Key growth drivers include a $30 billion annualized run rate from Value Optimization and partnerships and rapid scaling of business AI and Muse Spark Shopping Mode.
Sarah Wynn-Williams, a former Facebook policy executive, is suing Meta over its attempts to stop her from talking about her book, “Careless People,” a New York Times bestseller.
During Micron’s fiscal third-quarter earnings call, CEO Sanjay Mehrotra outlined a long-term vision in which humanoid robots become a significant new market for memory and storage, making a striking comparison with today’s vehicles.
“Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle,” Mehrotra said. “We expect a sustained, substantial multi-decade memory demand cycle to begin in the latter part of this decade.”
While Micron did not mention Tesla specifically, the comments come as Tesla continues to position Optimus as one of its biggest long-term growth opportunities.
Tesla Optimus Could Reshape AI Memory DemandThe comparison underscores how memory-intensive humanoid robots could become as they process real-time vision, perform inference, and plan motion.
According to Mehrotra, continued advances in simulation, foundation models and integrated hardware and software are accelerating the development of physical AI, creating “a growing content-rich opportunity for high-bandwidth, low-power memory and storage that powers real-time perception, inference, and control.”
If Tesla succeeds in deploying Optimus at scale across factories and eventually commercial markets, each robot could require substantially more advanced memory than today’s driver-assistance-equipped vehicles, potentially creating a new source of demand for suppliers like Micron.
AI Infrastructure Extends Beyond GPUsMicron’s broader message was that the AI infrastructure story is expanding beyond graphics processors.
“AI system performance is architecturally dependent on memory subsystem performance and capacity,” Mehrotra said, adding that memory has become “a strategic asset” in the AI era.
The company believes AI-driven demand is outpacing the industry’s ability to add new supply, with Micron now expecting tight memory market conditions to persist beyond calendar 2027.
“We currently do not have line of sight as to when memory supply will be able to catch up with increasing demand,” Mehrotra said.
Photo: Around the World Photos/Shutterstock
Market News and Data brought to you by Benzinga APIs
A Tesla electric vehicle is parked at a Tesla dealership, after Tesla, Inc. released its financial results for the first quarter of 2025, in Berlin, Germany April 23, 2025. REUTERS/Annegret Hilse Purchase Licensing Rights, opens new tab
CompaniesJune 25 (Reuters) - Tesla (TSLA.O), opens new tab said on Thursday that production at its Berlin plant will rise by 20% to 7,500 vehicles per week from October this year.
Tesla said the planned increase in production means it will recruit a further 1,000 employees.
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The company already announced a capacity increase at the plant company in April to meet higher demand for the Model Y.
In May, it said it would increase its investment in battery cell production at the plant.
The three announcements mean that a total of 3,500 additional jobs will be created in the short and medium term for vehicle and battery manufacturing at the plant, the company said.
Reporting by Christoph Steitz, writing by Linda Pasquini, editing by Thomas Seythal and Friederike Heine
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Shares of Tesla (TSLA) have been largely rangebound for the past year as investors weigh current fundamentals to future prospects. Rick Ducat outlines the stock's "bumpy road" along with key support and resistance areas to watch.
Sunrun stock is building positive momentum. What’s pushing RUN stock higher? What Is Sunrun’s Virtual Power Plant Initiative?Tesla, Sunrun and Renew Home said Wednesday they plan to build a "virtual power plant" that coordinates home batteries, thermostats, water heaters and solar systems to reduce grid strain during peak demand. The companies said the effort could free enough electrical capacity to support the equivalent of 17 large data centers during those peak periods.
Sunrun also framed the opportunity as more than 16 gigawatts of flexible capacity for hyperscalers and utilities, aggregating millions of devices without new hardware and aiming to be deployable in months, not years. In Virginia alone, the group said it already has more than 300 megawatts available for immediate deployment, with a target of at least 500 megawatts by 2030.
Critical Price Levels To Watch For RUNThis news is landing while the stock is trying to extend a longer-term rebound (up 98.08% over the past 12 months), but it’s still working back from prior damage after breaking below support in June and printing a swing low in April. The current setup is constructive near-term: shares at $14.60 are trading 5.4% above the 20-day SMA ($13.85) and 8.1% above the 50-day SMA ($13.51), which typically signals buyers are defending pullbacks.
Momentum is improving using MACD as the main lens: MACD is above its signal line and the histogram is positive, which points to fading downside pressure versus the prior downswing. In plain terms, when MACD is above its signal line, it often means the recent trend is strengthening relative to the longer baseline.
The bigger technical "tell" is the mixed trend stack: the 20-day SMA is above the 50-day SMA (bullish), but the 50-day SMA remains below the 200-day SMA after the death cross in April (a longer-term caution flag). That leaves the stock in a recovery phase where rallies can still fail if it can’t reclaim longer-term reference levels.
Key Resistance: $16.50 — a nearby round-number zone that also sits close to the 200-day SMA ($16.54), making it a natural "prove it" level for the rebound Key Support: $12.50 — a nearby prior demand area that sits below the 20-day/50-day averages, where buyers previously showed up How Sunrun Operates in the Solar MarketSunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. It acquires customers directly and through relationships with solar and strategic partners, then installs systems itself or via partners.
A key part of the model is long-duration customer relationships: many customers sign 20- to 25-year agreements to use Sunrun’s solar energy system, and the company often owns the installed systems. That matters for the AI-data-center angle because a virtual power plant depends on coordinating lots of distributed, already-installed home assets—exactly the kind of footprint Sunrun has been building.
Sunrun’s Benzinga Edge Scorecard BreakdownBelow is the Benzinga Edge scorecard for Sunrun, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 80.72) — The stock is showing strong relative strength versus the broader market in the current tape. Growth: Bullish (Score: 94.16) — The company screens as growth-leaning versus peers, which can keep investors engaged even during choppy periods. The Verdict: Sunrun’s Benzinga Edge signal reveals a momentum-and-growth-driven profile, with both pillars scoring in the "strong" zone. For longer-term traders, that supports buying pullbacks into defined support, while treating the $16.50 area as the key level the chart needs to reclaim to improve the bigger trend picture.
RUN Stock Price Movement Thursday MorningRUN Stock Price Activity: Sunrun shares were down 4.44% at $13.78 Thursday morning, according to Benzinga Pro data.
Image: Shutterstock
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The Trump administration’s Department of Transportation (DOT) has proposed new changes to federal vehicle regulations that would allow companies to skip including brake pedals in “vehicles designed to be driven exclusively by automated driving systems.”
The proposal, if adopted, would remove a major regulatory barrier for companies like Tesla and Zoox, which are developing vehicles intended to be fully autonomous, without a steering wheel or pedals. The public will now have 30 days to comment on the proposal before the DOT decides whether to approve the changes.
This is the latest of a series of proposed changes to vehicle laws from the Trump DOT. Late last year, the National Highway Traffic Safety Administration (NHTSA) proposed removing a number of Federal Motor Vehicle Safety Standards (FMVSS) requirements around windshield wiping and defogging systems, and tire placards.
President Biden was also working in this direction while in office. During his administration, the NHTSA proposed and ultimately finalized a rule that allowed autonomous vehicles to operate without steering wheels.
Currently, any company developing an autonomous vehicle that is missing parts required by the FMVSS has to request an exemption from the federal government. Even if the exemption is granted, regulations restrict how many such exempted vehicles can be on the road.
Removing requirements for parts like brake pedals will theoretically allow companies to get autonomous vehicles on the road quicker, according to the NHTSA.
“We are at the cusp of the greatest technological revolution in vehicle technology since the innovation of the Model T,” NHTSA Administrator Jonathan Morrison said in a statement. “If we want America to lead the way, we have to reimagine our regulatory framework. That’s why under Secretary Sean Duffy’s AV Framework, NHTSA is tearing down pointless barriers to innovative designs while strengthening the fundamental safety requirements that matter and holding AV developers accountable for safe performance.”
Tesla has spent the last few years developing a two-seater car it calls the Cybercab that is intended to operate without a steering wheel or pedals. The company has never applied for an exemption to the FMVSS standards requiring those controls. Instead, CEO Elon Musk has repeatedly said that his company would deploy the vehicles nationwide once regulatory approval was granted.
In the meantime, Tesla has spent the last year operating a small robotaxi service in Austin, Texas. The company began the service with safety drivers in the front seats, but has steadily removed those drivers, leaving the cars to operate “unsupervised.” The company has admitted to the NHTSA that it is using teleoperators to monitor and, in some rare cases, move the vehicles remotely at low speeds after crashes or to avoid obstacles.
Zoox, which is owned by Amazon, applied for and was granted an exemption from FMVSS standards last year so it could demonstrate its purpose-built robotaxi. The company has since applied for, and is waiting on, another exemption to operate that robotaxi commercially.
Companies like Waymo, which use retrofitted or modified versions of regular vehicles (such as the Jaguar I-Pace), have been able to deploy as many robotaxis as they want since they already have manual controls.
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Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
You can contact or verify outreach from Sean by emailing [email protected] or via encrypted message at okane.01 on Signal.
The short answer to the headline question is "no," and the current price action is making that case more forcefully than any analyst or stock fanboy would.
Space Exploration Technologies (SPCX 1.27%), better known as SpaceX, priced its IPO at $135 per share on June 11, 2026, raising a record $87.5 billion and debuting on the Nasdaq exchange under the ticker SPCX. Within three trading sessions, the stock price had surged to $225 -- a 67% premium over the IPO price -- giving the company a market cap that briefly approached $3 trillion.
Then reality reasserted itself. As of Wednesday, June 24, SpaceX is trading near $156 a share, down roughly 31% from that peak in three days, erasing over $600 billion in market value. The stock is now trading just 15% above its IPO price, and the trajectory tells you something important about what investors actually bought.
Image source: Getty Images.
Before the stock ever opened, Morningstar ran a discounted cash flow analysis on the S-1 and arrived at a fair value of $63 per share -- roughly 55% below the IPO price. That's not a margin call. That's a fundamental disagreement about whether the numbers in the prospectus support any version of a $1.77 trillion company.
The S-1 data is unambiguous on one point: SpaceX generated $18.7 billion in revenue in 2025 while incurring nearly $5 billion in losses. In the first quarter of 2026 alone, operating losses were $1.94 billion on revenue of $4.69 billion. The only profitable segment is Starlink, which generated $119 million in operating income -- insufficient to offset the losses from the space operations and AI divisions combined. The xAI division, which SpaceX absorbed in an all-stock deal in February 2026, generated $818 million in Q1 revenue against $2.47 billion in operating losses. That is a business losing roughly $3 for every $1 it earns.
The xAI integration is the structural problem that no amount of Starship launch cadence solves in the near term. Morningstar assigned a 43% probability to a scenario in which SpaceX's orbital data center initiative fails to compete economically with terrestrial alternatives, which would produce capital losses exceeding $81 billion.
Grok, xAI's large language model, has not demonstrated measurable market share gains against OpenAI or Gemini. When SpaceX announced a $60 billion all-stock acquisition of AI coding start-up Cursor last week, the stock fell 20% over the next two days. Markets are not rewarding SpaceX's AI ambitions. Instead, they are increasingly penalizing them.
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The Tesla connection is a risk Investors who already own Tesla (TSLA +0.19%) sometimes view SpaceX as a complementary position in Musk's portfolio, reasoning that diversification across his ventures reduces single-name risk. The logic runs in reverse. Tesla and SpaceX are now positively correlated to the same sentiment cycle: When Musk-related risk rises -- whether from governance concerns, AI spending skepticism, or broader tech sell-offs -- both stocks move in the same direction. Adding SpaceX to a portfolio that already holds Tesla does not diversify the Musk variable. It concentrates it.
There is also a governance structure that deserves weight in any investment analysis. Elon Musk controls approximately 85% of SpaceX's voting power through dual-class shares. The $250 billion xAI acquisition and the subsequent $60 billion Cursor deal were both executed without independent fairness opinions -- a structural conflict of interest that experts have flagged explicitly in the S-1 analysis. Public shareholders cannot vote against future related-party acquisitions. They can only watch.
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What SpaceX actually does well None of this means SpaceX is a bad company. Starlink crossed 10 million subscribers in February 2026 and generated $4.42 billion in operating income for the full year of 2025. SpaceX captures roughly 85% of U.S. orbital launches and holds more than $24 billion in cumulative U.S. federal contracts. The launch business is real, competitively entrenched, and likely to remain so for the better part of a decade.
KeyBanc, in initiating coverage with a hold-equivalent rating, described SpaceX as positioned to maintain its leadership in space launch -- but concluded that this advantage is already priced into the stock.
That is precisely the problem. The parts of SpaceX worth owning are valued as if the parts losing billions will eventually justify the price. If you already hold Tesla and are watching SpaceX from the sidelines, the current pullback to the $150s from $225 might feel like a window of opportunity. It is more likely a preview of what happens when a company with $5 billion in annual losses and a $2 trillion market cap catches the same AI sell-off that took Nvidia down 8% and AMD down 14% in early June, except with a balance sheet that cannot absorb sentiment shifts the way those businesses can.
There seems to be a never-ending supply of initial public offerings (IPOs) in 2026, with Neutron Holdings the latest company planning to go public. Most people know Neutron better as Lime, the electric scooter and bike rental company, which I'll also refer to by that name because of its recognition.
The company steadily increased its revenue from $522 million in 2023 to $686.6 million in 2024 to $886.7 million in 2025, and its electric bike segment could see meaningful revenue growth ahead. According to Fortune Business Insights, the global electric bike market is expected to grow in value from $65.8 billion in 2026 to $193.2 billion by 2034.
That said, when Lime goes public, there's a connected company to this IPO that offers more moneymaking potential for long-term investors: Uber Technologies (UBER 1.15%).
Image source: Getty Images.
Uber's connection to Lime In 2018, Uber invested in Lime and formed a partnership in which Lime rentals would be available on the Uber app. Then, in 2020, Uber led a $170 million investment round in Lime, which also involved Uber transferring its electric bike and scooter division to Lime.
Over the last few years, that partnership has become increasingly important to Lime. In 2023, Uber accounted for 14.1% of Lime's revenue; in 2024, 15.8%; and in 2025, 14.3%. Nevertheless, Lime is losing money, reporting net losses of $122.4 million in 2023, $33.9 million in 2024, and $59.3 million in 2025.
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The bigger opportunity Lime's focus is on electric scooters and bikes, but Uber has the bigger moneymaking potential as the operator of a broader transportation network. Uber is working with autonomous carmakers Rivian Automotive and Lucid to develop a robotaxi fleet, and with Uber's reach on its app, that could open the door for other autonomous vehicle makers to seek out working with Uber.
In addition to robotaxis, as of March 31, Uber owned more than 325 million shares in the autonomous trucking company Aurora Innovation. It's also working with the air taxi company, Joby Aviation, and Joby riders will eventually be able to book trips through the Uber app.
Plus, on top of all that, it's also seeing noteworthy revenue growth in its delivery business. In Uber's 2026 first-quarter (ended March 31) earnings report, delivery revenue was more than $5 billion, a 34% increase that also topped analyst estimates of $4.8 billion.
The challenges and rewards There's a lot of opportunity with Uber, but it also reported a significant earnings miss in its Q1 2026 earnings report.
Before the quarter's earnings call, CEO Dara Khosrowshahi cited weather disruptions, geopolitical tensions, and gas price volatility as issues the company was facing. Weather disruptions may only last for a season, but geopolitical tensions and gas price volatility aren't going to end anytime soon.
Still, for long-term investors, an investment in Uber gives you access to industries like robotaxis, autonomous trucking, and air taxis. Plus, Uber owns that stake in Lime. It will take time for most of those markets to become more commercialized, but they also offer a much bigger moneymaking opportunity for Uber than investors will experience by only investing in the Lime IPO.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
In the cloud computing world, there are several major players. They range from tech titans like Alphabet (GOOG 0.79%) (GOOGL 0.86%) to upstarts like CoreWeave (CRWV +1.43%). There are also different focuses, with Alphabet having an AI computing segment but also offering broad cloud computing services, while CoreWeave is completely focused on AI.
But which company is the better investment in this space?
Image source: Getty Images.
Alphabet has a more diversified business For CoreWeave, it's AI cloud computing relevancy or bust. The neocloud company must build out its data center footprint on a wide scale and then become profitable. Neither are easy tasks, and it may not succeed in the end. Furthermore, a large chunk of CoreWeave's business comes from just two customers right now: Microsoft and Meta Platforms. Each of these companies has its own cloud infrastructure and is a CoreWeave client to obtain more computing power faster and to reduce the number of data centers they have to build themselves. If either of those megacaps terminates its contract with CoreWeave, it would be in a world of hurt.
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Alphabet is a far more conservative pick. While cloud computing is an important and growing part of its business, it only made up $20 billion of Alphabet's $90 billion in Q1 revenue. Alphabet also has a far more diversified customer base in its cloud computing business unit, with no single customer accounting for a majority of revenue. Additionally, Alphabet has other profitable business units such as Google Search and YouTube generating the cash flow to fund its data center build-out.
This makes Alphabet stock the safer choice, and the majority of investors are likely to prefer its stability.
Winner: Alphabet
CoreWeave's growth is better Unsurprisingly, CoreWeave is growing more quickly than Alphabet's Google Cloud segment, but not by as much as you'd expect. In Q1, CoreWeave's revenue increased by 112% year over year to $2.1 billion. That's about a tenth of Alphabet's Google Cloud revenues for the period, but with a backlog of nearly $100 billion, CoreWeave has a lot of room to grow.
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Google Cloud grew at a 63% pace during Q1, and has a backlog of about $462 billion. But for Alphabet as a whole, the top-line growth rate was just 22% -- though that's still impressive for a megacap. With major growth ahead for both companies, the future is bright for each. However, CoreWeave should be able to continue growing faster than Alphabet due to its smaller size, giving it the win here.
Winner: CoreWeave
CoreWeave's and Alphabet's valuations are hard to compare Because CoreWeave is spending every dollar it can get its hands on to build out its cloud computing empire, it should come as no surprise that it is unprofitable. As a result, the best metric available for valuing the stock is the price-to-sales ratio. Trading at less than 9 times sales, CoreWeave's stock isn't that expensive for the industry it's in.
CRWV PS Ratio data by YCharts.
However, it has a long way to go before it could start turning consistent profits, and this valuation reflects that. Interestingly, Alphabet's P/S of 10 is only marginally higher, but for profitable companies, it's better to use a P/E ratio.
And by that metric, Alphabet is more expensive than it has been at most times over the past year.
GOOG PE Ratio data by YCharts.
While that P/E ratio of almost 27 doesn't disqualify it from consideration as a stock buy now, it does raise some valuation concerns.
Declaring a winner on this front is tricky because CoreWeave's stock seems priced correctly, but with no profits, it's harder to derive a meaningful valuation. Alphabet's stock may be more expensive than it has often been recently, but it's still appropriate compared to its big tech peers. I'm therefore inclined to call this category a tie.
Winner: Tie
Your preferred pick will depend on your investing style If you favor investing in steady, solid growers with good upside, then Alphabet is probably the better stock for you, but you can be sure that it won't double in a year. If you want greater upside potential and are willing to risk more to get it, then CoreWeave is probably your better option. Each of these stocks could make for a solid AI investment, and if everything pans out, both will provide solid gains for investors.
European Union antitrust regulators have said Amazon (AMZN) and Microsoft (MSFT) cloud divisions should be designated as tech gatekeepers under the bloc's rules
Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.
McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.
His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.
A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.
TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.
McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.
Microsoft co-founder Bill Gates departs after a closed-door interview with the House Oversight Committee on Capitol Hill in Washington, DC, on June 10, 2026. (Photo by Kent NISHIMURA / AFP via Getty Images)
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This article was written by Doug Nathman, with research by his team at Trefis.
Over the past five years, Microsoft (MSFT) shares have generated a staggering $223 Bil return to its investors in the form of cash through dividends and stock repurchases. This remarkable ability to return capital stems from Microsoft's development into a high-margin giant, primarily fueled by its leadership in cloud services and enterprise software. The corporation’s capacity to generate such considerable “payout power” is supported by strong, recurring revenue sources from its Intelligent Cloud division, particularly Azure, along with the significant, dependable cash flows produced by its Microsoft 365 suite. By adhering to strict operational standards while aggressively expanding its AI-driven capabilities, Microsoft has transformed its fundamental business into a dependable cash-generating machine that enables it to drive extensive innovation and consistently reward shareholders at the same time.
Interestingly, MSFT shares have provided the third highest returns to shareholders in history.
MSFT Stock Returns
Trefis
Why is this important? Because dividends and share buybacks provide direct, tangible returns to investors. They also reflect management's faith in the company's fiscal stability and capacity to produce ongoing cash flows. Moreover, there are additional stocks with similar attributes. Below is a compilation of the top 10 firms sorted by total capital returned to investors through dividends and stock repurchases.
Top 10 Stocks By Overall Shareholder ReturnTop 10 Stocks By Overall Shareholder Return
Trefis
For the complete rankings, check Buybacks & Dividends Ranking
MORE FOR YOU
What stands out here? The total capital returned to shareholders as a % of current market capitalization appears inversely related to growth opportunities for reinvestment. Companies like Meta (META) and Microsoft (MSFT) are expanding at a much quicker and more predictable rate compared to their peers, but they have returned a significantly smaller proportion of their market value to shareholders.
That illustrates the trade-off associated with high capital returns. While they are enticing, one must ponder: Am I compromising growth and solid fundamentals?
Microsoft's FundamentalsRevenue Growth: 17.9% LTM and a 15.3% average over the last three years.Cash Generation: Almost 22.9% free cash flow margin paired with a 46.8% operating margin LTM.Recent Revenue Fluctuations: The lowest annual revenue growth MSFT experienced in the last three years was 14.0%.Valuation: Microsoft shares are traded at a P/E ratio of 21.8.MSFT vs. S&P Median
Trefis
The table provides a helpful summary of what you receive from MSFT stock versus the median S&P 500, but evaluating against its own peers is equally crucial.
MSFT Historical RiskThere are no benefits without costs. In terms of buybacks and dividends, shareholders are compensated for “staying invested.” And that can be challenging. Even the strongest convictions are tested during periods of market volatility, which is best demonstrated by examining how significantly MSFT stock has dropped during past market downturns.
Remaining invested in the market is the only path to achieving returns. The specific mechanism is unimportant. Whether it be fundamental price appreciation, share buybacks, or dividends, the market does not reward you for remaining an observer. So how can you invest and remain invested? The solution is straightforward: through a “Portfolio” strategy.
The Trefis High Quality Portfolio (HQ) is crafted to keep you engaged. By diversifying your exposure across 30 premium stocks, it mitigates the “all-or-nothing” risk associated with a single stock. It softens the intense, stomach-churning declines while preserving the potential for growth.
Nokia (NOK) gained 3% after the company was set to join a consortium led by the Finnish Border Guard to develop next-generation counter-drone capabilities for p
Alibaba Group Holding Ltd. (NYSE:BABA) is in the spotlight Thursday after Anthropic accused the Chinese tech giant of orchestrating a large-scale campaign to extract capabilities from its Claude AI models.
The AllegationAccording to a letter reviewed by Reuters, Anthropic wrote to U.S. lawmakers—including Senator Elizabeth Warren and Senator Tim Scott—alleging that operators affiliated with Alibaba and its AI research unit, Qwen, conducted a large-scale “distillation” campaign between April 22 and June 5, 2026. Distillation refers to the practice of training a smaller or less advanced AI model using outputs generated by a more capable system.
Anthropic alleged the effort relied on nearly 25,000 fraudulent accounts that collectively produced more than 28.8 million exchanges with Claude. The company claimed the campaign was aimed at accelerating China’s ability to develop AI systems approaching the capabilities of Anthropic’s advanced Mythos Preview models.
Alibaba and Anthropic did not immediately respond to requests for comment.
Alibaba Shares Edge LowerBABA Price Action: At the time of publication, Alibaba shares are trading 2.79% lower at $97.01, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Market News and Data brought to you by Benzinga APIs
Alibaba (BABA) fell to a 16-month low in Hong Kong after Anthropic reportedly accused the company of illicitly accessing its Claude AI models.Shares dropped as
NEW YORK and TEL AVIV, Israel, June 25, 2026 (GLOBE NEWSWIRE) -- CYVIATION, the cybersecurity company purpose-built for aviation, today announced its strategic partnership with Boeing on the company's newly launched SkyGuard service, deepening a relationship that brings continuous, aircraft cyber risk visibility to airlines, business aviation operators, MROs, and OEMs worldwide.
As part of the strategic partnership, Boeing's Aviation Business Solutions (ABS) Cybersecurity and Digital Practice will offer customers CYVIATION's SkyRay™ platform through SkyGuard, delivering continuous compliance and risk assessment capabilities built on proprietary tail-specific digital twin technology that models each aircraft's exact systems, devices, and connectivity. SkyRay™ generates audit-ready evidence aligned with FAA, EASA Part-IS, and other regulatory frameworks, runs entirely non-intrusively, and has no impact on airworthiness or daily operations.
The launch arrives as regulators tighten cybersecurity standards across aviation, including the FAA's proposed rulemaking on Intentional Unauthorized Electronic Interactions (IUEI) and EASA Part-IS, pushing operators toward continuous, evidence-based cyber risk management.
"Operators are showing a strong interest in improving cyber resiliency with compliance-ready solutions," said Eliran Almog, CEO of CYVIATION. "Partnering with Boeing on SkyGuard is a major milestone in our strategic relationship. Customers gain the continuous digital visibility that regulators are increasingly demanding - fleet-wide, tail-by-tail, without ever touching the aircraft. Our mission has always been to make the skies safer, and SkyGuard puts that capability directly in the hands of the operators who need it most."
"Aircraft are now deeply connected systems, and our clients are asking for practical, evidence-based ways to manage cyber risk across their fleets," said Tim Sikora, Cybersecurity and Digital Practice Principal at Boeing. "SkyGuard brings together Boeing's deep aircraft expertise with best-in-class strategic partners like CYVIATION. SkyRay gives operators continuous governance and compliance readiness without touching the physical aircraft or impacting airworthiness, exactly the combination the industry needs as regulators raise the bar."
CYVIATION and Boeing Aviation Business Solutions first announced their collaboration in October 2025. The SkyGuard strategic partnership formalizes and expands that work, positioning SkyRay™ as a dedicated compliance infrastructure layer available to ABS's global customer base.
About CYVIATION
CYVIATION™ is a cybersecurity company purpose-built for aviation. Its flagship SkyRay™ Platform delivers a unified foundation for visibility and threat intelligence, anchored by two integrated pillars: SkyRay Compliance for continuous regulatory alignment, and SkyRay Intelligence for aviation-specific threat detection, including proprietary GNSS spoofing and jamming monitoring. The platform enables operators to continuously assess, manage, and monitor cyber risk across their fleet operations and the aviation ecosystem while supporting mandatory regulatory compliance. Always On. Always Compliant. Learn more at cyviation.aero.
About Boeing
A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity. Learn more at https://www.boeing.com/
Boeing (BA - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this airplane builder have returned -1.8% over the past month versus the Zacks S&P 500 composite's -1.4% change. The Zacks Aerospace - Defense industry, to which Boeing belongs, has gained 3.7% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Boeing is expected to post a loss of $0.25 per share for the current quarter, representing a year-over-year change of +79.8%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of -$0.15 points to a change of +98.6% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $4.06 indicates a change of +0% from what Boeing is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Boeing.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Boeing, the consensus sales estimate of $23.55 billion for the current quarter points to a year-over-year change of +3.5%. The $96.7 billion and $110.91 billion estimates for the current and next fiscal years indicate changes of +8.1% and +14.7%, respectively.
Last Reported Results and Surprise HistoryBoeing reported revenues of $22.22 billion in the last reported quarter, representing a year-over-year change of +14%. EPS of -$0.2 for the same period compares with -$0.49 a year ago.
Compared to the Zacks Consensus Estimate of $21.46 billion, the reported revenues represent a surprise of +3.53%. The EPS surprise was +78.95%.
Over the last four quarters, Boeing surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Boeing is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Boeing. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Choosing between Citigroup (C +2.74%) and Wells Fargo (WFC +2.03%) involves weighing global reach against domestic focus. Both banks are navigating changing interest rates and regulatory environments as they seek to reward long-term shareholders.
Citigroup serves as a global powerhouse with a heavy emphasis on institutional clients and cross-border transactions. Conversely, Wells Fargo maintains a strong grip on the U.S. mortgage and consumer lending markets. These two giants offer distinct paths for investors depending on whether they prefer international diversification or domestic stability.
The case for CitigroupCitigroup operates through five primary business segments, focusing on its physical presence in more than 90 markets. It caters to wealth management clients and institutions needing cross-border services while maintaining a significant U.S. consumer footprint. The company's simplified organizational structure helps it navigate the complex landscape of bank stocks while supporting global economic progress.
In FY 2025, Citigroup reported revenue of nearly $85.2 billion, a slight raise from $80.7 billion the prior year. The company generated net income of roughly $14.3 billion. This performance resulted in a net margin of close to 16.7%, indicating the percentage of revenue remaining after all expenses and taxes were paid.
As of its December 2025 balance sheet, the debt-to-equity ratio was approximately 3.4x. This ratio measures total debt against shareholder equity, with a higher number showing more reliance on borrowed funds. The current ratio, which gauges the ability to cover short-term debts with short-term assets, was roughly 0.5x. For the FY 2025 period, the bank reported negative free cash flow of nearly $74.2 billion, representing cash from operations minus capital spending.
The case for Wells FargoWells Fargo serves roughly 60 million consumer and small-business customers primarily within the United States. It operates across four segments: consumer lending, commercial banking, corporate banking, and wealth management. The bank recently expanded its reach in the housing market by becoming a preferred home mortgage lender for the ICON deal.
For the FY 2025 period, revenue reached approximately $83.7 billion, a slight increase from $82.3 billion in 2024. The bank produced a net income of close to $21.3 billion during this time frame. This performance led to a net margin of roughly 25%, showing the portion of total sales that translated into actual profit for the year.
Based on the December 2025 balance sheet, the debt-to-equity ratio was roughly 2.4x, which is the bank's total debt divided by its equity. The current ratio, a measure of short-term liquidity, was approximately 0.3x. In FY 2025, the company recorded negative free cash flow of nearly $19.0 billion, which is the cash left over after paying for operations and asset purchases.
Risk profile comparisonCitigroup must manage the complexities of operating in 90 different markets, which exposes it to significant geopolitical and currency risks. The bank faces stiff competition for institutional clients from JPMorgan Chase and Bank of America. Additionally, the costs of maintaining global infrastructure and meeting diverse regulatory standards across international borders could weigh on future profitability.
Wells Fargo operates under heavy regulatory oversight, including a 2024 agreement with the OCC to improve its anti-money laundering and risk management. Its earnings are highly sensitive to Federal Reserve policies, and it faces intense competition from fintech firms and Alphabet in the payments space. The bank also handles ongoing legal risks and potential operational restrictions that could impact its ability to return capital to shareholders.
Valuation comparisonWells Fargo appears slightly cheaper based on its forward P/E, which compares current price to future earnings estimates. Citigroup maintains a lower P/S ratio, which measures market value against total sales.
MetricCitigroupWells Fargo &Sector BenchmarkForward P/E13.3x12.0x17.0xP/S ratio1.5x2.1xN/ASector benchmark uses the SPDR XLF sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Both Wells Fargo and Citigroup have delivered more than 100% returns for investors over the last five years. In fact, for much of that time, Wells Fargo was the outperformer. But something changed in 2026. Citigroup is up 25% year to date as of June 25, while Wells Fargo is lagging with a nearly 9% drop on disappointing revenue guidance and investor concerns about the macroeconomic environment. However, smart investors know that past results aren’t necessarily an indicator of future returns, so which is the better stock for the rest of the year?
Citigroup is betting on a turnaround. In 2021, the global banking giant announced it planned to exit the consumer banking business in 14 international markets. During the recent earnings call, management said the divestitures are at or nearing completion. The leaner company is freeing up capital for strategic investments in more lucrative global markets.
Wells Fargo is also in a period of transition. Last year, the Federal Reserve lifted the asset cap imposed in 2018 following the bank's fake account scandal. Wells Fargo now has much more balance sheet freedom, which should unlock greater financial flexibility and performance. But despite Wells Fargo’s improving flexibility and lower forward valuation, I like Citigroup better in this matchup. It has a stronger future outlook and is slightly less tied to the moves of the Federal Reserve, and the U.S. consumer, and the U.S. housing market. And its successful divestitures and international pivots demonstrate that, despite its size and scale, it remains agile in a dynamic economic environment.
Nike Inc. (NYSE:NKE) will release its fourth-quarter earnings report after the closing bell on Tuesday, June 30.
Analysts expect the company to report quarterly earnings of 12 cents per share. That’s down from 14 cents per share in the year-ago period. The consensus estimate for Nike’s quarterly revenue is $10.85 billion. It reported $11.1 billion last year, according to Benzinga Pro.
According to recent news, Nike appointed David M. Denton as CFO on Tuesday, succeeding Matthew Friend.
With the recent buzz around Nike, some investors may be eyeing potential gains from the company’s dividends. As of now, the apparel company has an annual dividend yield of 3.92%, with a quarterly dividend of 41 cents per share ($1.64 per year).
To figure out how to earn $500 monthly from Nike, we start with the yearly target of $6,000 ($500 x 12 months).
Next, we divide this amount by NKE’s $1.64 dividend: $6,000 / $1.64 = 3,659 shares.
So, an investor would need to own approximately $153,019 worth of Nike, or 3,659 shares to generate a monthly dividend income of $500.
Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $1.64 = 732 shares, or $30,612 to generate a monthly dividend income of $100.
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.
For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).
Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).
Further, the dividend payment itself can also change over time, which can also impact the dividend yield. Currently, Nike pays quarterly dividends on January 5, April 5, July 5 and October 5.
If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company reduces its dividend payments, its dividend yield will decline.
NKE Price Action: Shares of Nike fell by 1.3% to close at $41.82 on Wednesday.
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Wall Street analysts expect Nike (NKE - Free Report) to post quarterly earnings of $0.11 per share in its upcoming report, which indicates a year-over-year decline of 21.4%. Revenues are expected to be $10.88 billion, down 2% from the year-ago quarter.
Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
Bearing this in mind, let's now explore the average estimates of specific Nike metrics that are commonly monitored and projected by Wall Street analysts.
The consensus estimate for 'Revenue- Converse' stands at $260.53 million. The estimate indicates a change of -27% from the prior-year quarter.
It is projected by analysts that the 'Revenue- Total Nike Brand' will reach $10.60 billion. The estimate points to a change of -1.5% from the year-ago quarter.
Analysts' assessment points toward 'Revenue- Global Brand Divisions' reaching $7.77 million. The estimate indicates a change of -13.7% from the prior-year quarter.
Based on the collective assessment of analysts, 'Revenue- Apparel' should arrive at $2.94 billion. The estimate points to a change of -2% from the year-ago quarter.
The average prediction of analysts places 'Geographic Revenue- North America' at $4.85 billion. The estimate indicates a change of +3.2% from the prior-year quarter.
The collective assessment of analysts points to an estimated 'Geographic Revenue- Asia Pacific & Latin America' of $1.56 billion. The estimate indicates a year-over-year change of -1.1%.
According to the collective judgment of analysts, 'Geographic Revenue- Europe, Middle East and Africa' should come in at $2.99 billion. The estimate indicates a year-over-year change of -0.4%.
The combined assessment of analysts suggests that 'Geographic Revenue- Greater China' will likely reach $1.21 billion. The estimate suggests a change of -17.9% year over year.
Analysts forecast 'Geographic Revenue- North America- Footwear' to reach $3.22 billion. The estimate points to a change of +3.7% from the year-ago quarter.
Analysts predict that the 'Geographic Revenue- Asia Pacific & Latin America- Equipment' will reach $61.09 million. The estimate points to a change of -3% from the year-ago quarter.
Analysts expect 'Geographic Revenue- Asia Pacific & Latin America- Apparel' to come in at $403.57 million. The estimate suggests a change of +1.4% year over year.
The consensus among analysts is that 'Geographic Revenue- Asia Pacific & Latin America- Footwear' will reach $1.09 billion. The estimate points to a change of -2.3% from the year-ago quarter.
View all Key Company Metrics for Nike here>>>
Nike shares have witnessed a change of -9.1% in the past month, in contrast to the Zacks S&P 500 composite's -1.4% move. With a Zacks Rank #5 (Strong Sell), NKE is expected underperform the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Canopy Growth Corporation (CGC - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this company have returned -13.9%, compared to the Zacks S&P 500 composite's -1.4% change. During this period, the Zacks Medical - Products industry, which Canopy Growth falls in, has lost 1.1%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Canopy Growth is expected to post a loss of $0.04 per share, indicating a change of +71.4% from the year-ago quarter. The Zacks Consensus Estimate has changed -266.7% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$0.11 points to a change of +75.6% from the prior year. Over the last 30 days, this estimate has changed -13.8%.
For the next fiscal year, the consensus earnings estimate of $0.09 indicates a change of +18.2% from what Canopy Growth is expected to report a year ago. Over the past month, the estimate has changed +80%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Canopy Growth is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Canopy Growth, the consensus sales estimate for the current quarter of $58.52 million indicates a year-over-year change of +12.3%. For the current and next fiscal years, $243.57 million and $266.23 million estimates indicate +18.3% and +9.3% changes, respectively.
Last Reported Results and Surprise HistoryCanopy Growth reported revenues of $51.94 million in the last reported quarter, representing a year-over-year change of +14.7%. EPS of -$0.17 for the same period compares with -$0.94 a year ago.
Compared to the Zacks Consensus Estimate of $53.26 million, the reported revenues represent a surprise of -2.47%. The EPS surprise was -183.33%.
Over the last four quarters, Canopy Growth surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Canopy Growth is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Canopy Growth. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Tel Aviv, Israel--(Newsfile Corp. - June 25, 2026) - Eco Wave Power Global AB is pleased to share that NVIDIA has published a corporate blog featuring the Company titled "Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins."
Read the full article:
https://blogs.nvidia.com/blog/eco-wave-power-ai-digital-twins/
For convenience, the full text of the NVIDIA article is reproduced below:
Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins
June 22, 2026 by Tenika Versey Walker
The next era of AI will not be defined by compute alone. Its growth will be determined by energy.
As accelerated computing scales across AI factories, agentic AI, industrial AI, edge computing and physical AI - including robotics and autonomous systems - global electricity demand is rising at unprecedented speed.
In many regions, expanding grid infrastructure to meet that need requires years of permitting, transmission upgrades, land acquisition and capital investment.
This challenge is reshaping how the world thinks about energy infrastructure for AI.
Eco Wave Power, a member of the NVIDIA Inception startup program's Sustainable Futures initiative, is developing technology - powered by NVIDIA AI infrastructure and digital twins - that converts energy from ocean waves into clean electricity using existing marine infrastructure. By using already-built coastal structures, wave energy generation can be deployed closer to areas with growing power demand - including ports, industrial zones and future AI infrastructure hubs.
"Wave energy is one of the largest renewable energy sources that exists," said Inna Braverman, cofounder and CEO of Eco Wave Power. "Everybody wants it, but nobody can do it, so I looked at the current problems with harnessing wave power and I asked: How do we simplify it?"
Turning the Sea Into a Power Source
Harnessing Earth's natural cycles for power generation isn't a new concept. Wind and solar energy have been well established industries for decades.
Waves are on the way to completing this trifecta of power-producing elements.
In the U.S. alone, wave energy could produce over 60% of annual energy consumption, according to the Energy Information Administration.
It all starts with floaters - noninvasive floating infrastructure attached to breakwaters or sea walls to capture the power generated by waves breaking against the shoreline.
The density of seawater is roughly 800x the density of air, allowing larger amounts of energy to be generated using much smaller devices than wind turbines.
The next step is managing and distributing that power. While previous companies faced a bottleneck at this stage - due to having their computer hardware in the floater, leading to potential damages during rough currents - Eco Wave Power puts its computers, sensors, hydraulic conversion and electric parts on land at centers, keeping expensive hardware dry and safe from storms.
"Wave energy is the least intermittent source of renewable energy," Braverman said. "Solar energy - for example - is great, but you have night, winter, cloud coverage and pollution that all impact production. With wave energy, you can generate around the clock."
AI Wave Energy Layer Using NVIDIA Omniverse Libraries and Accelerated Compute
As AI infrastructure expands, energy systems themselves are becoming increasingly intelligent.
Digital twins of wave patterns and floating infrastructure - built with NVIDIA Omniverse libraries - can simulate wave conditions, structural behavior, deployment configurations and operational scenarios before physical installation begins. These virtual environments can help optimize engineering decisions, reduce deployment risk and accelerate infrastructure planning.
See the Video Player embedded within the NVIDIA corporate blog.
At the operational layer, NVIDIA accelerated computing and AI technologies enable real-time optimization of wave energy systems through predictive analytics, anomaly detection, environmental forecasting and predictive maintenance. AI models can continuously analyze ocean conditions, equipment performance and energy generation patterns to improve efficiency and operational resilience.
AI can also orchestrate energy-aware computing infrastructure by aligning energy-intensive workloads with periods of stronger renewable generation and dynamically optimizing power utilization across distributed systems.
Ocean Powered Data Centers on the Horizon
Eco Wave Power operates projects in Jaffa Port, Israel, created in collaboration with EDF Power Solutions and the Israeli Energy Ministry, and in the Port of Los Angeles, developed in collaboration with AltaSea and Shell. Eco Wave Power is also developing new projects in Portugal at the Port of Leixões, Suao Port in Taiwan, and Mumbai, India, with Bharat Petroleum.
Wave power has already demonstrated its ability to handle consumer energy needs - and is now showing potential to support data centers.
"We have a possibility to link AI factories directly to wave energy, because a lot of data centers are moving toward the coast," Braverman said. "They need cooling and water, so they're now located in ports."
Pilots are already underway at the port of Los Angeles to showcase how wave energy can be the sole power source for a data center without tapping into the existing grid energy.
AI software serves as the control layer for this data center pilot, planning compute tasks based on the available power supply. For example, the software can monitor and predict when waves will be stronger throughout the week based on weather patterns - and accordingly allocate more intensive compute tasks for these periods.
"We exist, we work, we're grid connected and we have so much of this resource," Braverman said. "The energy is needed now, so I think we're in the right place at the right time and we're innovative, but we're not futuristic, and that's what sets us apart."
Explore how NVIDIA is driving the future of energy.
About Eco Wave Power Global AB (publ)
Eco Wave Power Global is a pioneering onshore wave energy company that converts ocean and sea waves into clean, reliable, and cost-efficient electricity using its patented technology. By generating renewable power directly from existing coastal infrastructure such as breakwaters, jetties, and piers, Eco Wave Power enables sustainable electricity production in close proximity to coastal cities, ports, and energy-intensive infrastructure.
As global electricity demand continues to rise, driven in part by the rapid growth of artificial intelligence, data centers, and digital infrastructure, Eco Wave Power is positioning its technology as a scalable, nearshore renewable energy solution capable of supporting next-generation power needs.
With a mission to accelerate the global transition to renewable energy while supporting the next generation of digital and industrial infrastructure, Eco Wave Power developed and operates Israel's first grid-connected wave energy power station, recognized as a "Pioneering Technology" by the Israeli Ministry of Energy and co-funded by EDF Power Solutions. In the United States, the Company recently launched the first-ever onshore wave energy pilot station at the Port of Los Angeles, in collaboration with Shell Marine Renewable Energy.
Eco Wave Power (NASDAQ: WAVE) is expanding globally with projects planned in Portugal, Taiwan, and India, representing a project pipeline of 404.7 MW. The Company has received international recognition and support from organizations including the European Union Regional Development Fund, Innovate UK, and the EU Horizon 2020 program, and was honored with the United Nations Global Climate Action Award.
Eco Wave Power's American Depositary Shares (ADSs) are traded on the Nasdaq Capital Market under the ticker symbol "WAVE."
Note: Information available on or through the websites mentioned herein does not form part of this press release.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995 and other Federal securities laws. For example, Eco Wave Power (NASDAQ: WAVE) is using forward-looking statements in this press release when it discusses the possibility the Company can link wave energy directly to AI factories and data centers, its development of new projects in Portugal, Taiwan, and India, and the possibility of wave energy to serve as a sole power source for data centers without tapping into the existing grid. Forward-looking statements can be identified by words such as: "anticipate," "intend," "plan," "goal," "seek," "believe," "project," "estimate," "expect," "strategy," "future," "likely," "may," "should," "will", or variations of such words, and similar references to future periods. These forward-looking statements and their implications are neither historical facts nor assurances of future performance and are based on the current expectations of the management of Eco Wave Power and are subject to a number of factors, uncertainties and changes in circumstances that are difficult to predict and may be outside of Eco Wave Power's control that could cause actual results to differ materially from those described in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Except as otherwise required by law, Eco Wave Power undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. More detailed information about the risks and uncertainties affecting Eco Wave Power is contained under the heading "Risk Factors" in Eco Wave Power's Annual Report on Form 20-F for the fiscal year ended December 31, 2025 filed with the SEC on March 12, 2026, which is available on the SEC's website, www.sec.gov, and other documents filed or furnished to the SEC. Any forward-looking statement made in this press release speaks only as of the date hereof. References and links to websites have been provided as a convenience and the information contained on such websites is not incorporated by reference into this press release.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302852
Source: Eco Wave Power Global AB (publ)
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NEW YORK--(BUSINESS WIRE)--Amid evolving labor shortages and supply chain dynamics, manufacturers are focused on delivering more uptime with fewer resources — while many of the systems guiding critical maintenance decisions remain largely manual and fragmented. Dataiku, The Platform for AI Success, today announced a new Manufacturing AI Blueprint, Maintenance Scheduling Assistant, built with NVIDIA AI to help industrial organizations modernize how maintenance decisions are made.Designed for glob.
Nvidia (NASDAQ: NVDA) is paying its first boosted dividend tomorrow, June 26, 2026, marking the commencement of its new share buyback strategy announced in March.
As part of the new program, the chipmaker plans to deploy 50% of its free cash flow toward stock buybacks and dividends this year as it restarts manufacturing tied to the new orders.
Prior to the hike, 100 shares earned only a symbolic sum – $1 per quarter at the old $0.01 rate, to be precise. Now, the same investment nets $25 per quarter, or $100 annually if the new payout is maintained.
As such, tomorrow’s Nvidia stock dividend represents an increase of no less than 2,400% from the previous one issued in April, according to DivvyDiary data.
Nvidia dividends calendar. Source: DivvyDiary A new milestone in Nvidia dividend history For context, with 24.22 billion Nvidia shares outstanding as of press time, more or less $6.055 billion will be distributed to shareholders.
These new initiatives put Nvidia more in line with the broader industry, as, for example, Meta (NASDAQ: META) is reportedly planning between $115 billion and $135 billion in capital expenditures as well.
The last time management increased the payout was in June 2024, when they lifted it from $0.004 to $0.01. Currently, the chipmaker offers an annual payout of $0.28 per share, which is a dividend yield of 0.14% (verseus the industry average of 1.37%).
One day, before the historic Nvidia dividend payout date, the shares are up 1.2% in-premarket, the optimism generated by both tomorrow’s shareholder reward and a broader rally in global chip shares following Micron’s (NASDAQ:MU) strongest quarter on record.
Featured image via Shutterstock
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NVIDIA's 2,400% dividend increase makes it the second-largest dividend payer in the U.S., highlighting how technology companies are reshaping the dividend growth landscape. The WisdomTree U.S. Quality Dividend Growth Fund (DGRW) benefits from exposure to dividend initiators like NVIDIA, Alphabet, and Meta that many backward-looking dividend growth screens still miss. By emphasizing quality and future growth potential over dividend history, DGRW aims to capture tomorrow's dividend leaders before they become widely recognized.
After an exceptional Q1 FY27 results, NVIDIA looks favorably positioned to maintain its topline momentum further, driven by robust demand for Blackwell architecture across hyperscalers and enterprises. NVDA's industry-leading margins are also expected to remain resilient, supported by strong pricing power and a favorable mix of high-value AI systems, despite continued elevated R&D spending. Following recent underperformance and multiple compression, NVDA trades at a compelling 22.3x forward P/E, well below its five-year average and close peers valuation.
JOHANNESBURG--(BUSINESS WIRE)--Mastercard launches Priceless Africa on Priceless.com, unlocking a curated travel experience across nine iconic destinations.
JPMorgan Chase named Doug Petno and Troy Rohrbaugh as co-presidents of the company, laying the groundwork to find candidates to succeed chief executive Jamie Dimon.
JPMorgan Chase on Thursday appointed a pair of senior executives to newly created co-president roles — setting up what appears to be a new horse race to succeed chief executive Jamie Dimon.
Doug Petno and Troy Rohrbaugh, who have jointly run the bank’s Commercial & Investment Bank since early 2024, were named co-presidents of JPMorgan effective immediately, according to a regulatory filing.
At the same time, the Wall Street giant announced the retirement of Marianne Lake, who previously had been viewed as a leading candidate to succeed the bank’s legendary CEO. Lake — a 25-year veteran at the bank — was tapped a year ago to run JPMorgan’s strategic growth office as well as its overseas consumer business.
According to sources, Lake is said to be “not happy” about being passed over in the race to succeed Dimon.
Troy Rohrbaugh, left, and Doug Petno, right, are seen as potential successors to Dimon. PMorganChase Jennifer Piepszak, JPM’s chief operating officer, had previously been seen as a possible successor to Dimon alongside 56-year-old Lake, but withdrew her name from the running early last year, sources said. Also out of the running is Mary Erdoes, the head of JPM asset management and wealth management business, according to insiders.
“The changes announced today mark an important step in our Board’s thoughtful process around succession planning and development of our top leaders,” Dimon said in a statement. “We are fortunate to have in place an exceptional group of senior leaders, not only at our Operating Committee level but across our organization, and I’ve never been more excited about the future of JPMorganChase.”
Dimon, 70, added: “The decision to elevate Doug and Troy to Co-Presidents and heads of the company’s two largest businesses reflects the Board’s confidence in their extraordinary leadership capabilities, business performance, relationships, experience and commitment to always doing the right thing.”
Petno, 61, will now serve as sole CEO of the Commercial & Investment Bank.
Rohrbaugh, 56, will take over as CEO of Consumer & Community Banking, succeeding Lake.
Marianne Lake is retiring from JPMorgan Chase after a 25-year career at the bank. Bloomberg via Getty Images The two men each raked in an eye-popping $27.5 million in total compensation last year, according to the bank’s latest annual proxy statement. CEO Dimon picked up $43 million in a package that mixes cash and stock.
Johns Hopkins alum Rohrbaugh has worked more than 32 years in financial markets. He joined JPMorgan in 2005 as global head of Foreign Exchange Derivatives after roles at Goldman Sachs and Banque Nationale de Paris and previously was co-head of Markets & Securities Services and head of Macro Markets.
Petno, an MBA graduate from the University of Rochester, is a veteran of more than 35 years at the firm. He most recently was co-head of Global Banking and served as CEO of Commercial Banking from 2012 to 2024. He earlier led the Global Natural Resources Investment Banking Group.
JPMorgan Chase on Thursday appointed a pair of senior executives to newly created co-president roles — setting up what appears to be a new horse race to succeed chief executive Jamie Dimon. REUTERS Dimon is expected to begin transitioning out of his role as CEO as early as this year, though he has always been vague about the timing and has left open the possibility he will remain chairman indefinitely.
Since taking over as CEO in 2006, Dimon has emerged as the most important banker in the country. JPM is a sprawling “systemically important” institution that does everything from consumer lending to mergers and acquisitions to trading complex derivatives that are the plumbing of the global financial system.
Dimon has successfully led the big bank through financial crises, small and large, such as the 2008 implosion, and jostled with presidents from Barack Obama to Donald Trump over policy. JPM has been largely scandal-free during his tenure and highly profitable.
JPMorgan Chase has promoted two executives to potentially succeed longtime Chief Executive Officer Jamie Dimon.
Doug Petno and Troy Rohrbaugh, co-CEOs of the bank’s commercial and investment bank business (CIB), have been named co-presidents of the country’s largest lender, JPMorgan announced in a Thursday (June 25) news release.
In addition to these new roles, Petno will become sole CEO of the CIB, while Rohrbaugh will become chief of JPMorgan’s consumer and community banking (CCB) division.
“The promotions of Petno and Rohrbaugh to co-presidents and sole CEOs of the company’s two largest businesses are part of the board’s ongoing succession planning process to ensure continued exceptional leadership at the highest levels of the company,” the release added.
Meanwhile, Marianne Lake, currently CEO of CCB, has chosen to retire from the company after more than 25 years, the company said, and will work with Rohrbaugh and other senior executives in the weeks ahead to allow for a smooth transition.
“The changes announced today mark an important step in our board’s thoughtful process around succession planning and development of our top leaders,” Dimon said.
“The decision to elevate Doug and Troy to co-presidents and heads of the company’s two largest businesses reflects the board’s confidence in their extraordinary leadership capabilities, business performance, relationships, experience and commitment to always doing the right thing,” he added.
The CEO also noted Lake’s contributions as head of CCB, chief financial officer and other critical roles, having “dedicated her career to championing our people and customers, building world-class businesses and delivering results, always with unquestioned integrity.”
Lake had emerged as a potential CEO candidate in 2018, at a time when Dimon was expected to step down within five years. He has said as recently as last summer that his retirement is still several years away. A report from that time by the Wall Street Journal also mentioned Petno as a possible contender for the top job.
PYMNTS wrote last month about Dimon’s leadership philosophy in a report on how CEOs view their roles, noting that chief executives in the finance world “tend to talk about the job with less hoodie mysticism and more controlled alarm.”
Dimon told Harvard Business School graduates that when he makes a mistake, he can hurt a lot of people, “a blunt reminder that at JPMorgan scale, ‘oops’ is not a communications plan,” the report continued.
“He also advised leaders to surround themselves with truth tellers, which is basically the Wall Street version of buying carbon monoxide detectors,” PYMNTS added.
SAN FRANCISCO--(BUSINESS WIRE)--Native, the personal care brand known for their clean, simple and effective formulas, announces upgraded deodorant and body wash offerings, marking the brand's latest step forward in performance-driven, thoughtfully sourced personal care. The upgraded deodorant, available in both stick and spray formats, delivers up to 72 hours of enhanced odor protection while remaining gentle on skin, while the reformulated body wash offers an improved cleansing experience desi.
NEW YORK, June 25, 2026 (GLOBE NEWSWIRE) -- All In FutureTech Alliance Inc. (Nasdaq: AIFA) (the “Company” or “AIFA”) today provided a further update regarding its acquisition transaction involving HyalRoute Communication Group Limited (“HyalRoute” or the “HyalRoute Group”). The Company announced that AIFA has entered into multiple share purchase agreements with certain existing shareholders of HyalRoute.
Key Takeaways Target is refreshing back-to-school assortments with exclusive collaborations, owned brands and value pricing.LoveShackFancy x Target to be launched on July 5 with teen-focused goods, nearly all priced below $25.Target Circle deals, teacher and student savings, and AI wish lists aim to boost seasonal shopping. Target Corporation (TGT - Free Report) is entering the back-to-school and back-to-college season with a refreshed merchandise lineup designed to strengthen its appeal among students, parents and educators. The retail giant is expanding its assortment with exclusive collaborations, enhanced private-label offerings and value-focused pricing, reinforcing its position as a one-stop destination for apparel, school supplies, dorm essentials and accessories.
TGT Highlights Exclusive Style LaunchesAmong the most anticipated launches is the limited-time LoveShackFancy x Target collaboration, arriving July 5. Created primarily for tweens and teens, the collection spans apparel, beauty products, school supplies and accessories, with nearly all products priced below $25 and the entire assortment under $55. The collaboration also includes exclusive products from brands such as Yoobi, Wet Brush, Goody, Case-Mate and Wild.
Target is also broadening its portfolio of exclusive partnerships. Overtime is introducing its first Target apparel collection alongside sports-inspired backpacks and lunch gear. The Hollister Collection at Target marks the brand's first expansion into home products, including dorm décor and bedding. Meanwhile, Owala and Cat & Jack have teamed up on colorful backpacks, lunch bags and accessories, while Poppi has debuted an exclusive dorm collection featuring robes, decorative pillows, mini fridges, blankets and Hydrojugs.
Target Leans on Owned BrandsThe retailer's owned brands continue to play a central role in the strategy. All in Motion is entering the school uniform category with active-inspired clothing starting at $15. Threshold is making its dorm-room debut with stylish décor priced largely below $50, while Room Essentials is refreshing its bedding and décor selection with sheet sets beginning at $10 and comforters from $20.
Up&up is introducing pastel-themed school supplies starting at just 69 cents, Cat & Jack is expanding its colorful apparel assortment from $5, and Dealworthy is emphasizing affordability with backpacks for $5, lunch bags for $3, and bento boxes and water bottles starting at $2.
TGT Offers Added Savings for ShoppersTo further enhance value, Target Circle Deal Days run through June 26, offering discounts of up to 45% on popular school and college products. Additional savings are available for teachers and college students enrolled in the free Target Circle loyalty program, including 20% off one storewide purchase between July 5 and Sept. 12, along with more than 50% off an annual Target Circle 360 membership.
Target Enhances Digital and Store ExperienceBeyond merchandise, Target is investing in the shopping experience itself. Stores will feature expanded personalization services and locally curated college gameday displays, while Target.com and the Target app will use artificial intelligence to generate personalized recommendations for student and teacher wish lists.
Seasonal marketing campaigns, including "Do Your Thing" for back-to-school and "Let's Run to Target" for back-to-college, are designed to inspire shoppers with fresh trends and creative ideas for the school year ahead.
TGT Strengthens Its Value PropositionBy combining exclusive brand collaborations, innovative owned-brand assortments, compelling promotions and digital enhancements, Target is positioning itself to capture seasonal demand while reinforcing its reputation for delivering stylish products at accessible prices. This comprehensive approach could strengthen customer engagement and support sales momentum during one of the retail industry's most important shopping periods — back-to-school and back-to-college.
What the Latest Metrics Say About TargetTarget, which competes with Dollar General Corporation (DG - Free Report) and Costco Wholesale Corporation (COST - Free Report) , has seen its shares jump 20.6% over the past three months compared with the industry’s 1.7% rise. While shares of Dollar General have declined 0.1%, Costco has fallen 1.9% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, Target's forward 12-month price-to-earnings ratio stands at 16.48, lower than the industry’s ratio of 31.40. However, TGT is trading above its 12-month median level of 15.11.
Target is trading at a discount to Costco (with a forward 12-month P/E ratio of 43.54) but at a premium to Dollar General (15.66).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Target’s current financial-year sales and earnings per share implies year-over-year growth of 3.9% and 10.3%, respectively. The consensus mark for earnings has risen by a couple of cents to $8.35 per share over the past 30 days.
Image Source: Zacks Investment Research
Target currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Ford offers a compelling 4.29% dividend yield as its share price consolidates, presenting an attractive entry for income investors. F raised full-year profit guidance after a Q1 beat, with strong cash flow coverage and recurring high-margin software revenue growth supporting dividend durability. Ford's valuation is undemanding, trading at less than 9x 2026 earnings, with EPS expected to grow at least 12% annually through 2028.
Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.
McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.
His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.
A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.
TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.
McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.
General Motors (GM +0.66%) stock has been a stand-out performer over the past year, beating both the S&P 500 and many of its automotive peers. The stock has surged 65% in that period, and some analysts believe it could jump 55% from its current level.
The enthusiasm is driven by GM's current share repurchases and, in my opinion, overly optimistic views of the automotive market. Here's what's happening with GM right now, and why I'm not convinced that buying the stock is the right move.
Image source: Getty Images.
Share repurchases and new business opportunities GM has made significant stock repurchases over the past five years, totaling about $30 billion. More buybacks are on the way, too, with management announcing at the beginning of this year that the company would repurchase another $6 billion of its shares.
That's a lot of buybacks, and it's helped add value to existing GM shareholders. When a company buys its own shares, it reduces the number of shares for sale and improves the company's earnings per share. It also signals to investors that the stock is undervalued, prompting some to swoop in and buy, pushing share prices higher.
That's just one reason for the recent gains in GM stock. The other is coming from GM's new business opportunities. The company recently announced that, like Ford Motor Company, it's entering the energy storage business. Automakers poured billions of dollars into building an electric vehicle future that hasn't quite panned out. Now, GM and others are looking to recoup some of their EV investments by selling batteries for energy storage at data centers.
GM also recently announced that it's working with Lockheed Martin to help the aerospace company improve its supply chain efficiency and expand its manufacturing. Lockheed is reportedly spending $9 billion by 2030 to modernize its facilities. It's hard to say how much the new defense and energy business will boost the company's sales, but investors have mostly reacted positively to the news.
Today's Change
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The surge of optimism is a bit misplaced I understand why investors are happy to see GM move into new business opportunities, but I think some of the runaway gains in GM stock are mostly driven by overly enthusiastic optimism.
GM's share repurchase program is fueling some of the share price gains. But those hoping GM will continue to march higher on the back of its recent announcements about energy storage devices and defense supply chains may be forgetting that GM is still primarily an automotive company.
And the auto industry is struggling right now. Years of rising material costs, tariffs, inflation, and high interest rates are straining both automakers and consumers. Consider that the average cost of a new car is above $50,000 now. Many vehicle prices are much higher, though, and the average monthly payment for a new vehicle is a staggering $773.
That's weighing down car buyers, and it's already becoming a problem. The rate of default on new vehicle loans has reached its highest level since 2010. U.S. annual vehicle sales are estimated to be 16.3 million this year, only slightly above the 16 million sold last year and less than the 17 million-plus sold in each of the five years leading up to the COVID-19 pandemic.
What's more, traditional automakers like GM continue to face intense competitive pressure from Chinese automakers, which are expanding their market share across the globe. Sales for GM's Chinese subsidiary fell 22% in Q1 2026.
In short, buyers are struggling under the weight of high vehicle costs in the U.S., fierce competition is heating up, and automakers are selling fewer cars than they did years ago.
And yet GM's stock is surging higher. I think the rise might have more to do with overly optimistic investors looking past current hurdles and focusing too much on a booming stock market. Add some potential business diversification from GM into the mix, and investors all of a sudden believe GM is no longer an automotive company.
I could be wrong, but I don't think it's worth buying GM stock based on its current energy and defense plans. Instead, I think investors may be better off sitting on the sidelines and seeing how all of this plays out for GM over the next year or so.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Board of Directors of GE Aerospace (NYSE: GE) today declared a $0.47 per share dividend on the outstanding common stock of the Company. The dividend is payable July 27, 2026, to shareholders of record at the close of business on July 6, 2026. The ex-dividend date is July 6, 2026.
About GE Aerospace
GE Aerospace (NYSE: GE) is a global aerospace propulsion, services, and systems leader with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. With a global team of approximately 57,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow, and the future at www.geaerospace.com.
GE Aerospace's Investor Relations website at https://www.geaerospace.com/investor-relations and our corporate blog at https://www.geaerospace.com/news/articles, as well as GE Aerospace's social media accounts, contain a significant amount of information about GE Aerospace, including financial and other information for investors. GE Aerospace encourages investors to visit these websites from time to time, as information is updated and new information is posted.
