Pomerantz LLP prověřuje společnost Beam Therapeutics kvůli možnému porušení zákonů o cenných papírech. Akcie BEAM po zveřejnění klinických dat 8. září 2026 klesly o 9,54 % na 26,83 USD.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Beam Therapeutics Inc. ("Beam" or the "Company") (NASDAQ: BEAM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Beam and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On September 8, 2026, Beam issued a press release "announc[ing] updated clinical data from the Phase 1/2 trial evaluating BEAM-302 for alpha-1 antitrypsin deficiency (AATD)." Although the Company said that "treatment with single-dose BEAM-302 was well tolerated with an acceptable safety profile in both Part A and Part B cohorts", the press release also disclosed that "[t]ransient and predominantly Grade 1 alanine transaminase (ALT) and/or aspartate aminotransferase (AST) elevations were also observed."
On this news, Beam's stock price fell $2.83 per share, or 9.54%, to close at $26.83 per share on September 8, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
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Eaton ve 2. čtvrtletí zvýšil tržby o 21 % na rekordních 8,5 miliardy USD; tržby z datových center vzrostly zhruba o 65 %. Objem zakázek divize Electrical Global meziročně vzrostl o 103 %.
It's hard to believe one of the biggest bottlenecks in the AI race isn't chip-related. Power transformers are now a rare commodity. Major manufacturers, including Eaton (ETN +0.04%), have backlogs stretching multiple years. Eaton makes the necessary electrical equipment to keep data centers up and running.
The demand far outpacing transformer supply is great news for Eaton and its investors. Orders are far outrunning the ability to ship. In the second quarter of this year, Eaton's sales reached a record $8.5 billion, a 21% jump from the year prior. Adjusted earnings per share were $3.15, also a record for Eaton. Revenue attributed to data centers grew approximately 65%.
Image source: The Motley Fool.
Eaton also recently acquired the liquid-cooling business Boyd Thermal. Cooling is a hot topic among data centers, and this gives Eaton an additional revenue stream.
The strong quarter prompted management to raise its full-year adjusted EPS guidance to $13.40-$13.60. Eaton is expected to focus more on electrical infrastructure going forward. The company will accomplish this by separating the Mobility group and combining it with Dana Incorporated (DAN +0.82%) in a Reverse Morris Trust, where Eaton shareholders will retain 50.1% of the company. This move, expected to close in early 2027, will allow Eaton to focus more on its higher-growth, higher-margin Electrical and Aerospace businesses.
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The company's electrical global segment backlog grew 103% year over year in the second quarter. The aerospace segment's backlog grew 28% in the same time frame.
The stock isn't cheap, trading at more than $440 per share as of this writing and up nearly 40% since the start of 2026. And with a trailing P/E ratio above 40, investors may think Eaton's stock is overpriced. I would argue against this simply because so few industrial companies have the same level of revenue visibility as Eaton.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Eaton Plc. The Motley Fool has a disclosure policy.
Společnost Trane Technologies vyplatí 31. prosince čtvrtletní dividendu ve výši 1,05 USD na akcii; rozhodný den i den bez nároku na dividendu připadají na 4. prosince.
Trane Technologies plc (NYSE:TT – Get Free Report) declared a quarterly dividend on Wednesday, October 7th. Investors of record on Friday, December 4th will be given a dividend of $1.05 per share on Thursday, December 31st. This represents a $4.20 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, December 4th.
Trane Technologies has decreased its dividend payment by an average of 0.3%annually over the last three years and has increased its dividend annually for the last 5 consecutive years. Trane Technologies has a payout ratio of 29.0% meaning its dividend is sufficiently covered by earnings. Equities research analysts expect Trane Technologies to earn $17.57 per share next year, which means the company should continue to be able to cover its $4.20 annual dividend with an expected future payout ratio of 23.9%.
Trane Technologies Stock Down 1.9% Shares of NYSE:TT opened at $467.16 on Thursday. The company has a quick ratio of 0.76, a current ratio of 1.07 and a debt-to-equity ratio of 0.45. Trane Technologies has a 52-week low of $348.06 and a 52-week high of $505.87. The company has a 50 day moving average of $454.27 and a two-hundred day moving average of $460.81. The company has a market capitalization of $102.78 billion, a price-to-earnings ratio of 35.39, a price-to-earnings-growth ratio of 2.22 and a beta of 1.15.
Trane Technologies (NYSE:TT – Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported $4.31 earnings per share for the quarter, beating the consensus estimate of $4.27 by $0.04. Trane Technologies had a net margin of 13.28% and a return on equity of 35.72%. The business had revenue of $6.35 billion during the quarter, compared to the consensus estimate of $6.20 billion. During the same period in the prior year, the firm earned $3.88 earnings per share. The business’s quarterly revenue was up 10.6% compared to the same quarter last year. Trane Technologies has set its FY 2026 guidance at 15.200-15.300 EPS. As a group, analysts forecast that Trane Technologies will post 15.3 earnings per share for the current fiscal year. (Get Free Report)
Trane Technologies plc is a global climate solutions company that develops and provides systems, equipment, services and controls for heating, ventilation, air conditioning and refrigeration. Its solutions are used in commercial buildings, industrial facilities, residential properties, data centers, transportation and other applications where temperature control and energy efficiency are important.
The company operates through two primary areas: Climate Solutions, which includes building heating and cooling systems, building controls, services and energy-management solutions; and Climate Solutions Transport, which provides refrigeration systems for trucks, trailers, shipping containers and other transportation applications.
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Ausbil Investment Management ve 3. čtvrtletí zvýšila svůj podíl ve společnosti Pinnacle Financial Partners o 325,4 % na 8 418 akcií v hodnotě 788 000 USD.
Ausbil Investment Management Ltd boosted its position in Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) by 325.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,418 shares of the company’s stock after purchasing an additional 6,439 shares during the period. Ausbil Investment Management Ltd’s holdings in Pinnacle Financial Partners were worth $788,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also bought and sold shares of the company. BlackRock Inc. bought a new stake in shares of Pinnacle Financial Partners in the second quarter valued at $1,704,708,000. Wellington Management Group LLP grew its stake in shares of Pinnacle Financial Partners by 22.1% during the 2nd quarter. Wellington Management Group LLP now owns 11,141,397 shares of the company’s stock worth $1,123,944,000 after acquiring an additional 2,016,827 shares during the period. Dimensional Fund Advisors LP increased its holdings in Pinnacle Financial Partners by 80.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,035,295 shares of the company’s stock worth $433,712,000 after acquiring an additional 2,244,659 shares during the last quarter. Bank of New York Mellon Corp purchased a new stake in Pinnacle Financial Partners in the 2nd quarter worth about $133,031,000. Finally, The Manufacturers Life Insurance Company bought a new stake in Pinnacle Financial Partners in the 2nd quarter valued at about $117,624,000. 87.40% of the stock is owned by institutional investors.
Pinnacle Financial Partners Trading Down 3.1% Shares of PNFP opened at $93.17 on Thursday. The business’s 50-day moving average price is $100.41 and its 200-day moving average price is $97.48. Pinnacle Financial Partners, Inc. has a twelve month low of $81.08 and a twelve month high of $110.33. The stock has a market cap of $7.23 billion, a PE ratio of 12.80, a P/E/G ratio of 0.38 and a beta of 1.03. The company has a quick ratio of 0.93, a current ratio of 0.94 and a debt-to-equity ratio of 0.73.
Pinnacle Financial Partners (NYSE:PNFP – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The company reported $2.50 EPS for the quarter, beating analysts’ consensus estimates of $2.46 by $0.04. The company had revenue of $1.24 billion during the quarter, compared to analyst estimates of $1.24 billion. Pinnacle Financial Partners had a net margin of 15.40% and a return on equity of 10.93%. On average, equities analysts forecast that Pinnacle Financial Partners, Inc. will post 10.19 EPS for the current fiscal year. Pinnacle Financial Partners Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Friday, August 7th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Friday, August 7th. Pinnacle Financial Partners’s payout ratio is 27.47%.
Insider Activity In related news, CEO Kevin S. Blair purchased 2,565 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was acquired at an average price of $97.48 per share, with a total value of $250,036.20. Following the purchase, the chief executive officer directly owned 152,397 shares in the company, valued at approximately $14,855,659.56. This represents a 1.71% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, insider M. Turner sold 66,783 shares of the stock in a transaction on Friday, August 14th. The shares were sold at an average price of $108.01, for a total value of $7,213,231.83. Following the completion of the transaction, the insider directly owned 302,230 shares in the company, valued at approximately $32,643,862.30. This represents a 18.10% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders bought 13,078 shares of company stock worth $1,299,640 and sold 177,228 shares worth $19,153,713. 1.30% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth A number of equities analysts have weighed in on the stock. Benchmark increased their target price on shares of Pinnacle Financial Partners from $125.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Citigroup boosted their price target on shares of Pinnacle Financial Partners from $122.00 to $126.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. JPMorgan Chase & Co. dropped their price target on shares of Pinnacle Financial Partners from $120.00 to $115.00 and set an “overweight” rating on the stock in a research note on Thursday, October 1st. Wells Fargo & Company raised shares of Pinnacle Financial Partners from an “equal weight” rating to an “overweight” rating and set a $118.00 price objective for the company in a report on Wednesday, September 30th. Finally, Piper Sandler lifted their price objective on shares of Pinnacle Financial Partners from $123.00 to $125.00 and gave the company an “overweight” rating in a research note on Friday, October 2nd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $118.79.
View Our Latest Research Report on PNFP
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Pinnacle Financial Partners, Inc is a bank holding company headquartered in Nashville, Tennessee. Through its principal subsidiary, Pinnacle Bank, the company provides full-service banking and related financial services to businesses, professionals, entrepreneurs and individuals.
Its offerings include commercial, small-business and consumer loans; checking, savings and money-market accounts; treasury and cash-management services; online and mobile banking; mortgage lending; and wealth-management, trust, investment and insurance services.
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Ausbil Investment Management ve třetím čtvrtletí získala nový podíl ve společnosti Elastic (ESTC), když koupila 7 402 akcií v hodnotě přibližně 679 000 USD.
Ausbil Investment Management Ltd bought a new stake in Elastic N.V. (NYSE:ESTC – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 7,402 shares of the company’s stock, valued at approximately $679,000.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ESTC. Sequoia Financial Advisors LLC acquired a new stake in shares of Elastic in the second quarter valued at about $211,000. Engineers Gate Manager LP boosted its position in Elastic by 43.7% during the second quarter. Engineers Gate Manager LP now owns 129,697 shares of the company’s stock valued at $7,395,000 after purchasing an additional 39,468 shares during the last quarter. Squarepoint Ops LLC boosted its position in Elastic by 1,139.5% during the second quarter. Squarepoint Ops LLC now owns 97,798 shares of the company’s stock valued at $5,576,000 after purchasing an additional 89,908 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Elastic in the second quarter valued at approximately $319,000. Finally, Syon Capital LLC bought a new position in Elastic in the second quarter valued at approximately $3,300,000. 97.03% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Elastic In other Elastic news, insider Carolyn Herzog sold 5,485 shares of the stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $87.78, for a total value of $481,473.30. Following the transaction, the insider directly owned 112,954 shares of the company’s stock, valued at $9,915,102.12. This represents a 4.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Mark Dodds sold 10,000 shares of the firm’s stock in a transaction that occurred on Friday, October 2nd. The stock was sold at an average price of $92.58, for a total transaction of $925,800.00. Following the sale, the executive owned 278,538 shares of the company’s stock, valued at $25,787,048.04. This trade represents a 3.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,585,641 shares of company stock worth $234,551,366 in the last ninety days. Insiders own 12.70% of the company’s stock.
Elastic Stock Down 1.4% ESTC stock opened at $93.30 on Thursday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.44. The firm has a market capitalization of $9.80 billion, a PE ratio of 26.14, a PEG ratio of 7.94 and a beta of 1.03. Elastic N.V. has a 1-year low of $42.05 and a 1-year high of $108.00. The business’s 50 day simple moving average is $85.23 and its 200 day simple moving average is $65.67. Elastic (NYSE:ESTC – Get Free Report) last released its quarterly earnings data on Thursday, August 27th. The company reported $0.70 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.12. Elastic had a net margin of 20.84% and a negative return on equity of 0.35%. The firm had revenue of $478.11 million during the quarter, compared to analysts’ expectations of $469.75 million. During the same period in the previous year, the business posted $0.60 earnings per share. The company’s revenue for the quarter was up 15.2% compared to the same quarter last year. Elastic has set its FY 2027 guidance at 3.290-3.370 EPS and its Q2 2027 guidance at 0.800-0.820 EPS. As a group, research analysts anticipate that Elastic N.V. will post 0.65 EPS for the current year.
Analysts Set New Price Targets A number of equities research analysts have recently issued reports on the company. DA Davidson upped their price objective on Elastic from $60.00 to $80.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 26th. Scotiabank raised their target price on shares of Elastic from $58.00 to $84.00 and gave the company a “sector perform” rating in a research note on Friday, August 28th. Guggenheim boosted their target price on shares of Elastic from $106.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 28th. Robert W. Baird upped their price target on shares of Elastic from $95.00 to $120.00 and gave the stock an “outperform” rating in a research report on Friday, August 28th. Finally, Piper Sandler reiterated a “hold” rating on shares of Elastic in a research note on Friday, August 28th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $96.52.
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Elastic Company Profile (Free Report)
Elastic N.V. (NYSE: ESTC) develops search, observability and security software for organizations that need to collect, analyze and act on large volumes of data. Its platform helps users search structured and unstructured information, monitor applications and infrastructure, detect security threats and build artificial intelligence-powered experiences.
The company’s principal offerings include Elasticsearch, its distributed search and analytics engine; Kibana, a visualization and data exploration interface; and Elastic Cloud, a managed cloud service for deploying Elastic products.
Featured Stories Five stocks we like better than Elastic Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up
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Papa John's vykázala v Severní Americe pokles srovnatelných tržeb v restauracích o 8,3 %, pozastavila výplatu dividendy a snížila výhled. Akcie 6. srpna 2026 klesly o 17,18 %.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Papa John's International, Inc. ("Papa John's" or the "Company") (NASDAQ: PZZA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Papa John's and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until November 2, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Papa John's securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On August 6, 2026, Papa Johns announced an 8.3% decrease in North American comparable sales, the suspension of its dividend, and a sharp reduction in its 2026 outlook from a 3% decline in North American comparable sales at the midpoint to a 7% annual decline. The Company attributed its strategic shift and guidance reset on the soft consumer trends and the execution of Papa Johns' own turnaround efforts, admitting they were unable to "meet the consumer as much as [they] should have," and the rebuilt innovation pipeline was "not bringing in as many new customers" as had been expected.
On this news, Papa John's stock price fell $5.11 per share, or 17.18%, to close at $24.64 per share on August 6, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
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Papa John’s čelí hromadné žalobě investorů kvůli údajným zavádějícím prohlášením o transformačním plánu, podílu na trhu a výrazně zvýšených propagačních aktivitách.
LOS ANGELES, Oct. 08, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Papa John's International, Inc. (“Papa John’s” or “the Company”) (NASDAQ: PZZA) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of PZZA during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: August 7, 2025 to August 5, 2026
DEADLINE: November 2, 2026
If you are a shareholder who suffered a loss, click here to participate.
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. The transformation plan developed by Papa John’s was not achieving results in the expected timeframe. The Company failed to prevent further erosion in market share. The Company was forced to sharply increase promotional efforts to preserve market share. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Papa John’s, investors suffered damages.
We also encourage you to contact Brian Schall or David Schwartz of Schall, Brown & Schwartz LLP, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
Join the case to recover your losses
WHY SBS? Schall, Brown & Schwartz LLP represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. Bringing together the extensive experience and diverse skillsets of founding partners Brian Schall, Andrew Brown, and David Schwartz, SBS is dedicated to aggressively advocating for every investor.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
Schall, Brown & Schwartz LLP
Brian Schall, Esq.,
Andrew Brown, Esq.,
David Schwartz, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
Chickasaw Capital Management LLC increased its stake in DT Midstream, Inc. (NYSE:DTM – Free Report) by 38.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 522,558 shares of the company’s stock after buying an additional 143,766 shares during the period. DT Midstream accounts for about 2.2% of Chickasaw Capital Management LLC’s portfolio, making the stock its 10th largest position. Chickasaw Capital Management LLC owned 0.51% of DT Midstream worth $62,430,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in DT Midstream in the 4th quarter worth about $30,000. Western Wealth Management LLC purchased a new stake in shares of DT Midstream in the first quarter valued at approximately $32,000. Premier Financial Group bought a new position in DT Midstream in the second quarter worth approximately $33,000. Commonwealth Retirement Investments LLC bought a new position in DT Midstream in the fourth quarter worth approximately $36,000. Finally, Continuum Advisory LLC purchased a new position in DT Midstream during the 2nd quarter worth $36,000. Institutional investors own 81.53% of the company’s stock.
DT Midstream Trading Down 1.4% Shares of NYSE:DTM opened at $122.89 on Thursday. The company has a market capitalization of $12.54 billion, a PE ratio of 26.89, a P/E/G ratio of 3.47 and a beta of 0.72. The company has a current ratio of 1.37, a quick ratio of 1.37 and a debt-to-equity ratio of 0.68. DT Midstream, Inc. has a 12-month low of $104.99 and a 12-month high of $152.88. The business’s fifty day simple moving average is $129.03 and its 200-day simple moving average is $137.13.
DT Midstream (NYSE:DTM – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The company reported $1.09 earnings per share for the quarter, missing analysts’ consensus estimates of $1.17 by ($0.08). DT Midstream had a return on equity of 9.58% and a net margin of 35.72%.The company had revenue of $332.57 million for the quarter, compared to analysts’ expectations of $325.84 million. During the same quarter last year, the company earned $1.04 earnings per share. DT Midstream has set its FY 2026 guidance at 4.420-4.820 EPS. As a group, equities research analysts predict that DT Midstream, Inc. will post 4.59 earnings per share for the current fiscal year. DT Midstream Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Monday, September 21st will be given a dividend of $0.88 per share. This represents a $3.52 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, September 21st. DT Midstream’s dividend payout ratio is presently 77.02%.
Analysts Set New Price Targets A number of equities research analysts have weighed in on DTM shares. Mizuho decreased their target price on DT Midstream from $153.00 to $147.00 and set a “neutral” rating for the company in a research report on Friday, July 31st. Morgan Stanley raised DT Midstream from an “equal weight” rating to an “overweight” rating and set a $170.00 price target on the stock in a research report on Wednesday, September 9th. Barclays decreased their price objective on DT Midstream from $143.00 to $142.00 and set an “equal weight” rating for the company in a report on Tuesday. Weiss Ratings cut shares of DT Midstream from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, August 21st. Finally, Wolfe Research raised shares of DT Midstream from a “peer perform” rating to an “outperform” rating and set a $145.00 target price on the stock in a research report on Wednesday, August 26th. Ten investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $152.07.
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DT Midstream Profile (Free Report)
DT Midstream, Inc is an independent energy company focused on developing, owning and operating natural gas infrastructure in the United States. Its business includes interstate and intrastate natural gas transportation, gathering and storage, providing critical connections between producers, utilities, power generators and other energy customers.
The company operates a portfolio of natural gas pipelines and gathering systems serving key producing and consuming regions, including the Midwest, Northeast, Mid-Atlantic and Gulf Coast.
Featured Articles Five stocks we like better than DT Midstream Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up
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Ausbil Investment Management ve třetím čtvrtletí otevřela novou pozici v podobě 4 691 akcií výrobce polovodičových zařízení Onto Innovation (ONTO) v hodnotě přibližně 1,444 milionu USD.
Ausbil Investment Management Ltd acquired a new position in shares of Onto Innovation Inc. (NYSE:ONTO – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,691 shares of the semiconductor company’s stock, valued at approximately $1,444,000.
Several other large investors have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in shares of Onto Innovation in the 2nd quarter valued at $2,083,436,000. Paradigm Capital Management Inc. NY acquired a new position in Onto Innovation in the second quarter valued at about $416,839,000. William Blair Investment Management LLC bought a new stake in shares of Onto Innovation in the second quarter worth about $251,812,000. Franklin Resources Inc. raised its position in shares of Onto Innovation by 21.4% during the fourth quarter. Franklin Resources Inc. now owns 1,353,001 shares of the semiconductor company’s stock worth $213,585,000 after purchasing an additional 238,500 shares during the period. Finally, Bank of New York Mellon Corp bought a new position in shares of Onto Innovation during the 2nd quarter valued at about $162,052,000. Institutional investors own 98.35% of the company’s stock.
Analyst Ratings Changes A number of analysts recently issued reports on the company. Wall Street Zen raised Onto Innovation from a “hold” rating to a “buy” rating in a research note on Sunday, August 9th. Freedom Capital upgraded shares of Onto Innovation to a “strong-buy” rating in a report on Wednesday, June 17th. Evercore reaffirmed an “outperform” rating and issued a $390.00 target price on shares of Onto Innovation in a research note on Friday, August 7th. Weiss Ratings upgraded Onto Innovation from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 21st. Finally, Morgan Stanley lowered their target price on Onto Innovation from $383.00 to $360.00 and set an “overweight” rating for the company in a report on Tuesday, September 8th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $380.00.
Read Our Latest Research Report on ONTO Onto Innovation Price Performance NYSE:ONTO opened at $304.35 on Thursday. Onto Innovation Inc. has a 52-week low of $118.97 and a 52-week high of $386.46. The company has a market cap of $14.93 billion, a P/E ratio of 114.42, a P/E/G ratio of 1.03 and a beta of 1.58. The company has a debt-to-equity ratio of 0.77, a quick ratio of 8.33 and a current ratio of 9.73. The stock’s 50-day simple moving average is $287.10 and its 200 day simple moving average is $280.96.
Onto Innovation (NYSE:ONTO – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $1.93 earnings per share for the quarter, beating analysts’ consensus estimates of $1.69 by $0.24. The firm had revenue of $343.13 million during the quarter, compared to the consensus estimate of $325.29 million. Onto Innovation had a return on equity of 13.44% and a net margin of 11.84%.The business’s revenue was up 35.3% compared to the same quarter last year. During the same period last year, the company earned $1.25 earnings per share. Onto Innovation has set its Q3 2026 guidance at 2.180-2.380 EPS. As a group, sell-side analysts forecast that Onto Innovation Inc. will post 8.04 EPS for the current fiscal year.
Insider Buying and Selling at Onto Innovation In other Onto Innovation news, Director Susan Lynch sold 1,000 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $302.30, for a total value of $302,300.00. Following the completion of the sale, the director owned 2,684 shares in the company, valued at $811,373.20. This trade represents a 27.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director David Miller sold 2,000 shares of the business’s stock in a transaction dated Tuesday, September 29th. The stock was sold at an average price of $300.00, for a total transaction of $600,000.00. Following the transaction, the director owned 10,692 shares in the company, valued at $3,207,600. This represents a 15.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.51% of the company’s stock.
Onto Innovation Profile (Free Report)
Onto Innovation Inc (NYSE: ONTO) develops process control, inspection, metrology and lithography solutions for the semiconductor and advanced packaging industries. Its technologies help chip manufacturers monitor and control production processes, identify defects and improve yields during the fabrication of integrated circuits and other electronic components.
The company’s product portfolio includes optical and materials metrology systems, wafer and macro-defect inspection equipment, lithography systems, software and data-analysis tools, and solutions for semiconductor packaging and related applications.
See Also Five stocks we like better than Onto Innovation Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up
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Ausbil Investment Management ve 3. čtvrtletí koupila 25 494 akcií společnosti DigitalOcean (DOCN) za 3 401 000 USD; tato pozice tvoří 1,7 % jejího portfolia.
Ausbil Investment Management Ltd purchased a new stake in DigitalOcean Holdings, Inc. (NYSE:DOCN – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 25,494 shares of the company’s stock, valued at approximately $3,401,000. DigitalOcean comprises about 1.7% of Ausbil Investment Management Ltd’s investment portfolio, making the stock its 19th biggest position.
Several other hedge funds and other institutional investors have also recently made changes to their positions in DOCN. Elevation Wealth Partners LLC boosted its stake in DigitalOcean by 175.0% during the third quarter. Elevation Wealth Partners LLC now owns 616 shares of the company’s stock worth $82,000 after buying an additional 392 shares during the last quarter. MRA Advisory Group increased its stake in shares of DigitalOcean by 46.0% in the 3rd quarter. MRA Advisory Group now owns 13,570 shares of the company’s stock worth $1,810,000 after acquiring an additional 4,273 shares during the last quarter. Envestnet Portfolio Solutions Inc. acquired a new stake in shares of DigitalOcean in the 2nd quarter worth $249,000. Sequoia Financial Advisors LLC purchased a new position in shares of DigitalOcean during the 2nd quarter worth $475,000. Finally, Engineers Gate Manager LP acquired a new position in shares of DigitalOcean during the 2nd quarter valued at about $1,647,000. Institutional investors and hedge funds own 49.77% of the company’s stock.
DigitalOcean Trading Down 2.7% Shares of DOCN stock opened at $127.44 on Thursday. DigitalOcean Holdings, Inc. has a fifty-two week low of $37.09 and a fifty-two week high of $187.50. The company has a 50 day moving average price of $125.65 and a 200 day moving average price of $128.38. The stock has a market capitalization of $13.30 billion, a P/E ratio of 58.19, a price-to-earnings-growth ratio of 111.40 and a beta of 1.70. The company has a debt-to-equity ratio of 1.14, a quick ratio of 1.31 and a current ratio of 1.31.
DigitalOcean (NYSE:DOCN – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The company reported $0.45 EPS for the quarter, beating the consensus estimate of $0.26 by $0.19. The company had revenue of $281.18 million during the quarter, compared to analysts’ expectations of $279.03 million. DigitalOcean had a net margin of 23.26% and a return on equity of 31.01%. The firm’s revenue was up 28.6% compared to the same quarter last year. During the same quarter last year, the company posted $0.39 EPS. DigitalOcean has set its FY 2026 guidance at 1.350-1.400 EPS and its Q3 2026 guidance at 0.280-0.300 EPS. Equities research analysts predict that DigitalOcean Holdings, Inc. will post 0.64 EPS for the current fiscal year. Insiders Place Their Bets In other news, CAO Cherie Barrett sold 3,985 shares of the business’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $105.73, for a total transaction of $421,334.05. Following the completion of the transaction, the chief accounting officer directly owned 58,399 shares of the company’s stock, valued at approximately $6,174,526.27. The trade was a 6.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Warren J. Adelman sold 4,200 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $124.01, for a total transaction of $520,842.00. Following the sale, the director owned 67,433 shares in the company, valued at $8,362,366.33. The trade was a 5.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 22,641 shares of company stock worth $2,589,317 in the last quarter. 0.96% of the stock is owned by company insiders.
Wall Street Analysts Forecast Growth Several analysts have recently weighed in on DOCN shares. William Blair reissued an “outperform” rating on shares of DigitalOcean in a research note on Wednesday, July 15th. UBS Group reduced their target price on DigitalOcean from $155.00 to $140.00 and set a “neutral” rating on the stock in a research report on Wednesday, August 5th. Canaccord Genuity Group reissued a “buy” rating and set a $200.00 price objective on shares of DigitalOcean in a research report on Friday, July 10th. Citigroup upped their target price on shares of DigitalOcean from $185.00 to $190.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. Finally, Barclays upped their price target on DigitalOcean from $160.00 to $161.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 5th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $152.81.
Get Our Latest Stock Report on DOCN
About DigitalOcean (Free Report)
DigitalOcean Holdings, Inc (NYSE:DOCN) provides cloud computing services designed primarily for developers, startups, and small and midsize businesses. Its platform offers on-demand infrastructure and software tools intended to simplify the development, deployment, and management of applications.
The company’s services include cloud compute through Droplets, managed Kubernetes, managed databases, object and block storage, networking, and the App Platform for deploying applications. DigitalOcean also provides developer tools, tutorials, support, and other resources intended to help customers build and scale digital products without managing traditional data-center infrastructure.
Founded in 2011 and headquartered in New York City, DigitalOcean serves customers internationally through cloud infrastructure and data-center regions located in North America, Europe, and Asia.
See Also Five stocks we like better than DigitalOcean Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding DOCN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for DigitalOcean Holdings, Inc. (NYSE:DOCN – Free Report).
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Pomerantz prověřuje Jackson Financial kvůli možnému podvodu s cennými papíry po tvrzeních o zakrývání ztrát ze zajišťovacích strategií. Akcie 17. září 2026 klesly o 5,63 %.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Jackson Financial Inc. ("Jackson Financial" or the "Company") (NYSE: JXN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Jackson Financial and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On September 17, 2026, QVT Financial LP published a short report alleging that Jackson Financial's subsidiary, Jackson National Life, used an unusual installment arrangement with its captive reinsurer, Brooke Re, to mask massive hedge losses and inflate solvency metrics.
Following publication of the report, Jackson Financial's stock price fell $7.72 per share, or 5.63%, to close at $129.38 per share on September 17, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
FactSet rozšiřuje partnerství se Scotia Wealth Management a integruje svou platformu pro výzkum, tržní data a analýzu portfolií do poradenských a investičních systémů společnosti Scotia Wealth Management.
NORWALK, Conn., Oct. 08, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced an expansion of its partnership with Scotia Wealth Management, part of the Scotiabank group of companies. The expansion will further integrate FactSet's capabilities into Scotia Wealth Management's advisor and investment platforms, supporting its commitment to enhancing the advisor experience and helping teams deliver greater value for clients.
Advisors, investment professionals, and support team members across Scotia Wealth Management, will have access to FactSet's unified research and intelligence platform, bringing together investment research, market data, portfolio analysis, watchlists, and other resources in one place.
"We're continually evolving our advisor platform to better support the needs of advisors and clients," said Todd Barnes, Executive Vice President, Canadian Wealth Management Investment Advisory, Scotia Wealth Management. "Our partnership with FactSet is an important part of that evolution, introducing powerful capabilities that position us to deliver even more value across our business over time."
"Scotia Wealth Management sets a high bar for how technology can enable advisors, and we are proud to meet it," said Goran Skoko, Chief Revenue Officer at FactSet. "This expansion reflects the strength of a partnership built on trust, performance, and a shared belief that advisors deserve the very best tools available. We look forward to continuing to deliver on that promise together."
This expanded initiative underscores FactSet's growing momentum as the platform of choice for wealth management firms seeking to equip their advisors with a decisive competitive edge, and reinforces Scotiabank's position as a firm that holds itself to the highest standard when it comes to the technology and tools it puts in the hands of its people.
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth management, private equity, and corporate sectors. With over 48 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,200 global clients and over 260,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.
About Scotiabank
Scotiabank's vision is to be our clients' most trusted financial partner and deliver sustainable, profitable growth. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With assets of approximately $1.5 trillion (as at July 31, 2026), Scotiabank is one of the largest banks in North America by assets, and trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS). For more information, please visit http://www.scotiabank.com and follow us on X @Scotiabank.
To learn more about Scotia Wealth Management, please visit:
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, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors J.B. Hunt Transport Services, Inc. ("J.B. Hunt" or the "Company") (NASDAQ: JBHT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether J.B. Hunt and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On September 16, 2026, J.B. Hunt warned investors that it expected earnings to fall 5% to 10% sequentially for the third quarter of 2026. Management attributed the sudden margin squeeze to escalating diesel fuel prices alongside an unexpected $25 million surge in incremental driver expenses.
On this news, J.B. Hunt's stock price fell $36.52 per share, or 13.3%, to close at $236.73 per share on September 16, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Před zveřejněním výsledků za třetí čtvrtletí se u společnosti Regions Financial očekává zisk 0,66 USD na akcii a výnosy ve výši 2 mld. USD, oproti 0,63 USD na akcii a výnosům 1,93 mld. USD ve stejném období loňského roku.
Regions Financial Corporation (NYSE:RF) will release its third-quarter earnings report before the opening bell on Friday, Oct. 16.
Analysts expect the Birmingham, Alabama-based company to report quarterly earnings of 66 cents per share, up from 63 cents per share in the year-ago period. The consensus estimate for RF’s quarterly revenue is $2 billion. It reported $1.93 billion last year, according to Benzinga Pro.
On July 17, Regions Finl posted better-than-expected second-quarter earnings.
Regions Financial shares fell 1.3% to close at $26.70 on Wednesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
UBS analyst Erika Najarian maintained a Neutral rating and cut the price target from $33 to $30 on Oct. 5, 2026. This analyst has an accuracy rate of 63%. JP Morgan analyst Vivek Juneja maintained a Neutral rating and cut the price target from $32 to $30.5 on Oct. 2, 2026. This analyst has an accuracy rate of 57%. Evercore ISI Group analyst John Pancari maintained an Underperform rating and slashed the price target from $31 to $27 on Oct. 1, 2026. This analyst has an accuracy rate of 61%. Morgan Stanley analyst Betsy Graseck maintained an Equal-Weight rating and cut the price target from $36 to $35 on Sept. 28, 2026. This analyst has an accuracy rate of 63%. Truist Securities analyst Brian Foran maintained the stock with a Hold rating and lowered the price target from $34 to $31 on Sept. 23, 2026. This analyst has an accuracy rate of 61%. Considering buying RF stock? Here’s what analysts think:
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Akcie společnosti NuScale Power v úterý vzrostly o 6,6 % na 8,187 USD, podpořeny obnoveným zájmem o společnosti působící v jaderné energetice po uzavření dvacetileté dohody se společností Google.
Shares of NuScale Power Corporation (NYSE:SMR – Get Free Report) were up 6.6% on Tuesday. The company traded as high as $8.37 and last traded at $8.1870. Approximately 7,603,405 shares traded hands during mid-day trading, a decline of 76% from the average daily volume of 31,356,100 shares. The stock had previously closed at $7.68.
Key Stories Impacting NuScale Power Here are the key news stories impacting NuScale Power this week:
Positive Sentiment: Google’s 20-year nuclear power agreement has renewed investor interest in advanced nuclear companies, including NuScale, by highlighting expected long-term electricity demand from data centers. The broader nuclear-stock rally provided a temporary boost to SMR and its peers. Google’s Power Deal Fuels Fresh Interest in Nuclear Stocks Positive Sentiment: NuScale’s partnership with ENTRA1 could support future TVA deployments and commercial opportunities tied to data centers and industrial power. The company also has approximately $1.9 billion in cash, cash equivalents and investments, providing liquidity while it pursues commercialization. How ENTRA1 Is Supporting NuScale’s Commercial Nuclear Push Neutral Sentiment: NuScale will report third-quarter 2026 results on November 5. The event could become a near-term catalyst, particularly for updates on customer discussions, project timing, cash usage and the company’s commercialization strategy. NuScale Power to Hold Third Quarter 2026 Earnings Conference Call Negative Sentiment: GE Vernova’s BWRX-300 reactor, being developed for TVA, received federal construction approval ahead of NuScale’s design. Investors may view this as evidence that a competing SMR could reach a construction site sooner, weakening NuScale’s first-mover narrative. GE Vernova Beats NuScale to Construction Permit Negative Sentiment: NuScale’s CFO Robert Hamady sold 20,000 shares under a pre-arranged Rule 10b5-1 plan. Although scheduled selling does not necessarily signal worsening fundamentals, it adds to concerns because reported insider activity has consisted of sales rather than purchases. Insider Selling: NuScale Power CFO Sells Stock Negative Sentiment: Pomerantz LLP is investigating potential claims on behalf of NuScale investors, creating additional headline and legal risk. The company also remains loss-making, with sharply reduced recent revenue and analysts expecting a full-year loss. Pomerantz Investigates Claims on Behalf of NuScale Investors Analyst Ratings Changes SMR has been the subject of a number of recent analyst reports. Barclays decreased their target price on NuScale Power from $15.00 to $11.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Northland Securities set a $16.00 price objective on shares of NuScale Power in a research note on Thursday, August 6th. Royal Bank Of Canada decreased their price objective on shares of NuScale Power from $14.00 to $10.00 and set a “sector perform” rating for the company in a report on Tuesday, August 11th. Truist Financial initiated coverage on shares of NuScale Power in a report on Monday, July 13th. They set a “hold” rating and a $10.00 price objective for the company. Finally, B. Riley Financial lowered their target price on shares of NuScale Power from $19.00 to $15.00 and set a “buy” rating on the stock in a research note on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $12.96.
Check Out Our Latest Report on NuScale Power NuScale Power Price Performance The stock has a market capitalization of $3.29 billion, a P/E ratio of -2.62 and a beta of 2.36. The firm has a 50 day moving average of $9.03 and a 200-day moving average of $10.07.
NuScale Power (NYSE:SMR – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported ($0.13) earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of ($0.13). NuScale Power had a negative net margin of 3,888.70% and a negative return on equity of 35.59%. The company had revenue of $0.07 million during the quarter, compared to analysts’ expectations of $8.80 million. During the same quarter in the prior year, the company posted ($0.11) EPS. The business’s revenue was down 99.1% on a year-over-year basis. As a group, equities analysts expect that NuScale Power Corporation will post -0.64 earnings per share for the current year.
Insider Buying and Selling at NuScale Power In other news, CFO Robert Hamady sold 20,000 shares of the business’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $7.89, for a total value of $157,800.00. Following the sale, the chief financial officer owned 144,235 shares in the company, valued at approximately $1,138,014.15. The trade was a 12.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Carl M. Fisher sold 18,771 shares of the company’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $9.36, for a total transaction of $175,696.56. Following the completion of the sale, the chief operating officer directly owned 114,718 shares in the company, valued at approximately $1,073,760.48. The trade was a 14.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 88,651 shares of company stock worth $791,270 over the last three months. Company insiders own 1.28% of the company’s stock.
Hedge Funds Weigh In On NuScale Power A number of institutional investors and hedge funds have recently added to or reduced their stakes in SMR. Renaissance Technologies LLC acquired a new stake in NuScale Power in the 1st quarter valued at about $59,141,000. Bank of America Corp DE raised its stake in shares of NuScale Power by 33.4% in the first quarter. Bank of America Corp DE now owns 2,062,232 shares of the company’s stock worth $22,355,000 after acquiring an additional 516,097 shares during the last quarter. Swedbank AB lifted its position in shares of NuScale Power by 36.3% during the first quarter. Swedbank AB now owns 1,502,300 shares of the company’s stock worth $16,285,000 after purchasing an additional 400,240 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund acquired a new position in shares of NuScale Power during the first quarter worth approximately $4,336,000. Finally, Corient Private Wealth LP grew its stake in shares of NuScale Power by 1,495.8% during the second quarter. Corient Private Wealth LP now owns 338,023 shares of the company’s stock valued at $3,390,000 after purchasing an additional 316,841 shares during the last quarter. 78.37% of the stock is currently owned by institutional investors and hedge funds.
About NuScale Power (Get Free Report)
NuScale Power Corporation develops small modular reactor (SMR) technology for the generation of carbon-free electricity and process heat. Its primary product is the VOYGR SMR power plant, which is based on the company’s proprietary pressurized light-water reactor design. The plants are intended to be built from factory-produced modules and can be configured for applications including utility-scale power generation, industrial heat, hydrogen production, and water desalination.
NuScale provides reactor technology, engineering and design support, licensing assistance, and services intended to help customers develop and deploy SMR facilities.
Further Reading Five stocks we like better than NuScale Power Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Receive News & Ratings for NuScale Power Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NuScale Power and related companies with MarketBeat.com's FREE daily email newsletter.
VANCOUVER, British Columbia, Oct. 08, 2026 (GLOBE NEWSWIRE) -- Trekor Metals Limited (TSX: TKO; NYSE American: TGB; LSE: TKO) (“Trekor” or the "Company") is pleased to announce third quarter total production of 41 million pounds of copper from its 100%-owned Gibraltar mine and Florence Copper production facility.
Gibraltar produced 34 million pounds of copper and 380 thousand pounds of molybdenum in the quarter. The Connector Pit continued to deliver strong grades which, in addition to an increase in mill throughput and improved SX/EW plant performance, drove a 12% increase in quarterly production. Copper sales from Gibraltar totalled 31 million pounds in the period.
The Florence Copper ramp-up continued in the third quarter with steady monthly production growth. Total copper cathode production was seven million pounds, a 36% increase over the prior period. Sales for the quarter were seven million pounds.
Stuart McDonald, President & CEO of Trekor, commented, “Solid progress on the Florence Copper ramp- up continued in the third quarter with no wellfield performance issues of any significance. Initial flow rates across the wellfield continue to exceed expectations, and work is ongoing to optimize the balance between wellfield flows and PLS grade. The SX/EW plant has been operating very well, producing high-quality copper cathode with no impurities, and operated for several days last week at design capacity without issue. The one area where progress remains behind our initial plan is the wellfield expansion. Drilling rates have improved in recent months, but we are still about three months behind our original plan. We are now expecting 25 to 28 million pounds of copper production in 2026. Wells recently brought online, together with those expected to come online shortly, are anticipated to support a significant increase in cathode production, completing the ramp-up to full production capacity in early 2027.”
“Our Gibraltar mine had another strong quarter of operating performance, as higher grade ore was mined from the bottom of the Connector Pit. The transition back into more complex ore began later in the third quarter which impacted recoveries as expected. In the fourth quarter we expect lower grades and recoveries as mining transitions back to the upper benches of the Connector Pit. Based on production through three quarters, we now expect Gibraltar to produce 115 to 120 million pounds of copper, an increase over our original guidance of 110 to 115 million pounds.”
On October 6, Florence Copper hosted an event in Arizona to mark the onset of commercial production at the world’s first greenfield commercial-scale in-situ copper operation. Representatives of federal, state and local governments attended, including U.S. Environmental Protection Agency (EPA) Administrator Lee Zeldin, along with employees, community and business partners. Administrator Zeldin commented, “After almost two decades without a new copper source anywhere in the U.S., the Florence Copper Mine in Arizona is now open and will produce tens of millions of pounds of copper per year and create hundreds of good-paying jobs to the community. It was great to be there in person yesterday to celebrate the mine’s opening—a huge win for Arizona’s economy and its environment.”
“Bringing Florence Copper into production is a huge accomplishment for our team, and for all of our partners and supporters who made it possible,” Mr. McDonald said. “Florence Copper brings Trekor one step closer to its goal of becoming a leading North American copper producer.”
View video and photo highlights of the event at: Trekor Metals | Trekor Talks
On October 8, Trekor is hosting an analyst and investor site tour at Florence Copper. The presentation, which provides an overview of the in-situ copper operation and an update on the production ramp-up, can be found on Trekor’s website at: Trekor Metals | Corporate Presentations
For further information on Trekor, see the Company’s website at trekormetals.com or contact:
Investor Enquiries: Brian Bergot, Vice President, Investor Relations - 778-373-4533 or toll-free 1-877-441-4533 Stuart McDonald
President and CEO
No regulatory authority has approved or disapproved of the information contained in this news release
Caution Regarding Forward-Looking Information
This document contains “forward-looking statements” that were based on Trekor’s expectations, estimates and projections as of the dates as of which those statements were made. Generally, these forward-looking statements can be identified by the use of forward-looking terminology such as “outlook”, “anticipate”, “project”, “target”, “believe”, “estimate”, “expect”, “intend”, “should” and similar expressions.
Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause the Company’s actual results, level of activity, performance or achievements to be materially different from those expressed or implied by such forward-looking statements. These included but are not limited to:
uncertainties about the future market price of copper and the other metals that we produce or may seek to produce;changes in general economic conditions, the financial markets and in the market price for our input costs including due to inflationary impacts, such as diesel fuel, acid, steel, concrete, electricity and other forms of energy, mining equipment, and fluctuations in exchange rates, particularly with respect to the value of the U.S. dollar and Canadian dollar, and the continued availability of capital and financing;inherent risks associated with mining operations, including our current mining operations at Gibraltar and Florence Copper, and their potential impact on our ability to achieve our production estimates;our high level of indebtedness and its potential impact on our financial condition and the requirement to generate cash flow to service our indebtedness and refinance such indebtedness from time to time;any increases in interest rates may increase our borrowing costs and impact the profitability of our operations;the amounts we are required to pay for our acquisition of Cariboo will increase with higher copper prices;the risk of inadequate insurance or inability to obtain insurance to cover our business risks;uncertainties related to the accuracy of our estimates of Mineral Reserves (as defined below), Mineral Resources (as defined below), production rates and timing of production, future production and future cash and total costs of production and milling;the risk that we may not be able to expand or replace Mineral Reserves as our existing Mineral Reserves are mined;the risk that the ramp-up of the Florence Copper commercial production facility does not proceed within projected timelines or cost estimates, or that initial operations do not achieve results consistent with the projections in the Florence Copper Technical Report, including with respect to operating costs, revenue, sustaining capital, rates of return and cash flows from operations;our ability to comply with all conditions imposed under the APP and UIC permits for the operation of Florence Copper;the availability of, and uncertainties relating to, any additional financing necessary for the continued ramp-up and commercial operation of Florence Copper, including with respect to our ability to obtain any additional financing, if needed, to continue and expand commercial operations at Florence Copper;shortages of water supply, critical spare parts, acid, diesel, maintenance service and new equipment and machinery or our ability to manage surplus water on our mine sites may materially and adversely affect our operations and development projects;our ability to comply with the extensive governmental regulation to which our business is subject;uncertainties related to our ability to obtain necessary title, licenses and permits for our development projects and project delays due to third party opposition;uncertainties related to Indigenous people’s claims and rights, and legislation and government policies regarding the same;our reliance on the availability of infrastructure necessary for development and on operations, including on rail transportation and port terminals for shipping of our copper concentrate production from Gibraltar, and rail transportation and power for the feasibility of our other British Columbia development projects;uncertainties related to unexpected judicial or regulatory proceedings;changes in, and the effects of, the laws, regulations and government policies affecting our exploration and development activities and mining operations;potential changes to the mineral tenure system in British Columbia, which is undergoing reform including for compliance with the British Columbia Declaration on the Rights of Indigenous Peoples Act (“DRIPA”);our dependence solely on our 100% interest in Gibraltar and in due course, Florence Copper for our revenues and our operating cash flows;our ability to extend existing concentrate off-take agreements and cathode purchase agreements or enter into new agreements;environmental issues and liabilities associated with mining including processing and stockpiling ore;labour strikes, work stoppages, or other interruptions to, or difficulties in, the employment of labour in markets in which we operate mines, industrial accidents, equipment failure or other events or occurrences, including third party interference that interrupt the production of minerals in our mines;environmental hazards and risks associated with climate change, including the potential for damage to infrastructure and stoppages of operations due to extreme cold, extreme heat, forest fires, flooding, drought, earthquakes or other natural events in the vicinity of our operations;litigation risks and the inherent uncertainty of litigation;our actual costs of reclamation and mine closure may exceed our current estimates of these liabilities;our ability to renegotiate our existing union agreement for Gibraltar when it expires in May 2027;the capital intensive nature of our business both to sustain current mining operations and to develop any new projects;our ability to develop new mining projects in British Columbia may be impacted by joint decision-making and consent agreements being implemented by the Government of British Columbia with First Nations under DRIPA;The ability to develop the New Prosperity Project is subject to the restrictions set out in our June 2025 Tripartite Agreement with the Province of British Columbia and the Tŝilhqot’in Nation (the “Teẑtan Biny Agreement”), under which the New Prosperity Project is subject to a land use planning process with the Province of British Columbia and we are not permitted to be the proponent of any development of the New Prosperity Project;our reliance upon key personnel;the competitive environment in which we operate;the effects of forward selling instruments to protect against fluctuations in copper prices and other input costs including diesel and acid;the risk of changes in accounting policies and methods we use to report our financial condition, including uncertainties associated with critical accounting assumptions and estimates;uncertainties relating to the war in Ukraine, the escalating military conflict involving Iran and broader Middle East instability, and other future geopolitical events including social unrest, which could disrupt financial markets, commodity markets, supply chains, the price and availability of energy, availability of materials and equipment and execution timelines for any project development;uncertainties relating to the delivery of oil through the Strait of Hormuz resulting from Middle East instability, which could have an adverse effect on global economic activity and potentially increase operating costs generally and reduce global demand for copper, and have a material adverse effect on our business, operations, and the feasibility of our development projects;changes to U.S. trade policies and tariff measures, including retaliatory tariffs imposed or threatened by Canada and other trading partners, may adversely impact overall economic conditions, copper markets, supply chains, metal prices and input costs; andother risks detailed from time-to-time in our annual information forms, annual reports, MD&A, quarterly reports and material change reports filed with and furnished to securities regulators, and those risks which are discussed under the heading “Risk Factors”.
For further information on Trekor, investors should review the Company’s annual report on Form 40-F filed with the United States Securities and Exchange Commission and available at www.sec.gov and home jurisdiction filings that are available at www.sedarplus.ca.
BigBear.ai má krátké pozice ve výši 31 % akcií a ve druhém čtvrtletí zvýšila hrubou marži o 780 bazických bodů; hotovost a investice činily 410 milionů USD.
This is a fair market value price provided by Massive. Learn more.
$2.48▼
$9.39$5.00
BigBear.ai Holdings NASDAQ: BBAI is among the most shorted stocks on Wall Street, highlighting its potential to deliver significant gains in the coming months. As counterintuitive as it sounds, high short interest is offset by technical signals, fundamental improvements, and potential catalysts that could drive short covering and, more specifically, a short squeeze.
While not technically a low-float stock, the 31% short interest paints a different picture; nearly one-third of all shares have been sold short, a massive load to cover in a short time. Time is of the essence, as the days-to-cover is also quite high, about 10 days as of early October, which means any sudden liquidity event can lead to rapid covering and a massive surge in the share price.
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The technical signals suggest this market has been pushed to its tipping point. While downward pressure may continue, MACD and stochastic reveal deeply oversold conditions and divergences pointing to an exhausted market. Bad news is a risk, as it may trigger full retail capitulation, but the trends suggest good news is on the way. As it stands, the market is still above critical support, set in early 2025, ready to rebound at the drop of a headline.
BigBear.ai Has Big Catalysts AheadBigBear.ai catalysts include deeper penetration into government markets and integration with defense, intelligence, and border security agencies. Upcoming results are expected to reflect the monetization of last year’s acquisitions, including AskSage, which positioned it with over 150 generative AI models geared for defense applications. Recent highlights include 20 new contract wins, a 9% H1 backlog increase, and expanding margins driven by operational optimization and scale leverage. Gross margin expanded by 780 basis points in Q2 and is expected to continue expanding, underpinned by AskSage.
Investors shouldn’t misinterpret the threat of dilution. While dilution remains a threat, the company has no immediate capital need, a large backlog, and improving profitability to help sustain its balance sheet. The $410 million in cash and marketable investments reported at the end of Q2 is sufficient to sustain operations for nearly four years at the Q2 burn pace, and there is another factor to consider. Last year’s nearly 60% share count increase resulted in nearly zero debt, alongside strategic acquisitions that have driven growth today. The worst-case scenario is that the company utilizes another funding round to pay for another strategic acquisition.
In this scenario, the timeline to profitability is accelerating. The transition to profitability is currently expected before the decade ends, potentially as soon as early 2028, but may come sooner, as the company aggressively invests in market share. Investments include expanding go-to-market teams and channels: scaling high-margin AI services such as AskSage and CargoSeer, computer vision for port analytics, and acquisitions. AskSage, for example, brought a secure ecosystem with high-level government clearances, thousands of active contracts, and an equally large number of cross-selling opportunities.
Analyst and Institutional Flows Are a Signal to Watch ForBigBear.ai Stock Forecast Today12-Month Stock Price Forecast:
$5.00
99.60% Upside
Hold
Based on 3 Analyst Ratings
Current Price$2.51High Forecast$6.00Average Forecast$5.00Low Forecast$4.00BigBear.ai Stock Forecast Details
Analysts and institutions will be the signal that longer-term traders and investors should watch. The group shows little interest today, with only three analysts covering and less than 8% institutional ownership, but that can change quickly with good news. Signs of sustainability, including more contracts, clients, and penetration, will improve revenue visibility in what is otherwise an attractive sector. Institutions can easily overlook the lumpiness of government-derived revenue in favor of visibility and cash flow, the ultimate trigger for this market.
Some market participants get BBAI wrong: it is not a traditional software-as-a-service vendor like Palantir NASDAQ: PLTR, its most common comparison. BigBear.ai is instead a government infrastructure provider undergoing a multi-year transition. The transition includes a quality shift, with the company actively shedding its legacy business in favor of newer, higher-margin contracts tied to recurring software revenue, as reflected in the Q2 results. With the backlog growing and the balance sheet well-funded, it has a clear runway to convert contracts into revenue and cash flow in the coming year and to sustain growth the year after.
The sleeper catalyst is BBAI’s ConductorOS, an AI-based orchestration and sensor-fusion platform. It acts as an orchestration layer, enabling real-time communication between disparate compute hardware, such as drones and unmanned tactical devices. It places BBAI firmly in the realm of scalable platforms with the power to capture high-margin wins with negligible increases in underlying costs. Tailwinds include the One Big Beautiful Bill, which includes funding for border security and autonomous technology, the Pentagon’s push to accelerate AI adoption, and accelerating global drone demand, all of which tie into BBAI’s core technologies.
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Sell short IREN. The news confirms a transition: revenue is flat-ish while depreciation is huge ($112M+ on $137M revenue) and debt has ballooned ($7.4B). Investors are already treating “neocloud” as a bubble trade, and the chart is bearish (below 50/100-day, falling RSI/MACD, bearish flag/ascending channel breakdown). Likely path is continuation toward ~$28.74.
Key Risk: AI-cloud demand stays strong enough to quickly prove cash-flow break-even, forcing lenders/investors to re-rate IREN despite depreciation and debt.
CoreWeave/Nebius short basket
Short the neocloud peer group (e.g., CoreWeave and Nebius) as a basket. The article says IREN’s weakness mirrors them, and the shared thesis-killer is the same: high capex/rapid GPU obsolescence plus heavy leverage in a high-rate environment. If the market is de-risking the whole theme, the losers fall together even if individual deals look good.
Key Risk: One peer shows a clear, near-term path to durable profitability (or gets a major funding/credit backstop) that breaks the “theme de-risking” correlation.
IREN stock has remained under pressure this month as investors have remained cautious of neocloud companies. It dropped to $38.70 on Wednesday, down modestly from the September high of $49.60 and by 50% from its all-time high.
IREN, formerly known as Iris Energy, is an Australian company that is slowly pivoting from Bitcoin mining to AI data centers. It has already inked several deals, including a $9.7 billion one with Microsoft, and the management has suggested that demand remains high. It also signed a large deal with several AI companies like Perplexity and Reflection AI.
The most recent results showed that its business was in a transition mode from Bitcoin mining to AI. Its revenue dropped from $144.8 million in the first quarter to $137.2 million. This happened as its AI cloud service revenue rose from $33 million to $70.5 million and its Bitcoin
The ongoing IREN stock weakness has mirrored the performance of other neocloud companies like CoreWeave and Nebius. It is happening as investors remain concerned about the potential bursting of the AI bubble, which Ray Dalio warned may happen any time now. He pointed to the elevated interest rates, with the ten-year yield trading at the highest level in over two decades,
There are also concerns about the rising depreciation, which remains elevated. IREN’s depreciation and amortization stood at over $112 million, a significant amount considering that its revenue was $137.2 million.
IREN and other companies believe that their GPUs have a useful life of over 6 years, while analysts like Michael Burry believe the ideal duration is less than three years. He notes that the value of their chips will drop after the launch of the new GPU models by Nvidia.
There are also concerns about the rising debt load. IREN’s debt has jumped to over $7.4 billion as the company has continued to borrow to fund its growth. In June last year, it had a debt of about $965 million. There is also a risk that it will dilute its shareholders further, with its outstanding shares rising to 380 million from 331 million in January this year.
IREN stock chart | Source: TradingView
The daily chart shows that the IREN share price has slumped in the past few months despite its expected revenue surge. It has already moved below the 50-day and 100-day moving averages, a sign that bears have prevailed.
The stock has formed an ascending channel, which is part of a bearish flag pattern. It has now moved to the lower side of the channel. Also, the Relative Strength Index (RSI) and the MACD indicators have continued falling. Therefore, the most likely scenario is where the stock continues falling, with the next key target being $28.74, its lowest level in July this year.
Amentum Holdings (AMTM) omezuje nízkomaržové kontrakty NASA a přechází k technologickým zakázkám s pevnou cenou; cílí na EBITDA marži ve středních až vyšších jednotkách procent.
SummaryAmentum Holdings is deeply undervalued, trading at 7.41x forward P/E versus sector medians near 19x, despite transformative infrastructure moves.AMTM is shifting from legacy government services to high-margin equity-participating roles in nuclear, AUKUS defense, and edge AI data centers, unlocking significant multiple expansion potential.Cutting low-margin NASA contracts and pivoting to firm-fixed-price, technology-driven work positions AMTM for mid-to-high single-digit EBITDA margins and robust FCF deployment.I maintain a strong buy rating, targeting ~$32/share (~75% upside), with near-term catalysts in Savannah River lease finalization, AUKUS execution, and capital returns. Just_Super/E+ via Getty Images
In my last article on Amentum Holdings (AMTM) stock, I rated it a strong buy as Wall Street mispriced it as a legacy contractor instead of an advanced engineering leader in the monopsony-type edge
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Společnost Astera Labs představila Aries 7, první portfolio řešení pro úpravu signálu PCIe 7 určené pro měděná i optická propojení systémů umělé inteligence. Vzorky budou vybraným hyperscale, OEM a NPO zákazníkům k dispozici ve 4. čtvrtletí 2026.
Purpose-built retimers, redrivers, cable modules, optical drivers, and optical transimpedance amplifiers (TIAs) to support diverse PCIe 7 connectivity in AI systems
News highlights:
Most comprehensive PCIe signal conditioning portfolio: Building on Aries’ field-tested deployments, Aries Smart Signal Conditioning family is now the industry’s first PCIe 7 portfolio to span copper and optical interconnects including retimers, redrivers, cable modules, optical drivers, and optical TIAs.PCIe 7 connectivity from chip-to-chip, box-to-box, and rack-to-rack: Aries 7 portfolio is designed to enable PCIe 7 connectivity across chip-down solutions, smart cable modules including near package optics (NPO), linear pluggable optics (LPO), and copper—giving customers the flexibility to optimize for reach, power and density for each link in an AI cluster.Smart, unified link intelligence: Advanced fleet management and deep diagnostics across Aries 7 portfolio is unified under the COSMOS software suite for ease of monitoring, debugging, and dynamic tuning—accelerating time-to-market and improving utilization for deployment at scale.
SAN JOSE, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced the industry’s broadest PCIe® 7 signal conditioning portfolio spanning smart retimers, redrivers, cable modules, optical drivers, and optical TIAs. The expanded Aries 7 portfolio offers hyperscalers, neoclouds, OEMs and ODMs a comprehensive connectivity platform that now extends reach from centimeters of PCB trace to 50+ meters over optical cables spanning multiple racks.
Multi-rack AI clusters are demanding more bandwidth between every accelerator, memory pool, and networking port. Yet doubling PCIe data rates shrinks signal margins, where a single unstable link can idle costly accelerators that reduce token-per-watt performance. And getting these platforms to production has meant stitching together fragmented multi-vendor solutions with different firmware and software, then re-spinning board designs and validation—resulting in delays in deploying AI infrastructure.
Aries has long been the gold standard for reliable PCIe links resulting in high accelerators’ utilization. The Aries PCIe 7 expansion carries that same philosophy across every channel a modern cluster needs: use copper where it is the most efficient choice and move to optical where reach demands it—all optimized and monitored through Astera Labs’ unified COSMOS software suite. Aries 7 Smart Retimers and Smart Redrivers support the OCP Signal Conditioner Standard Footprint, allowing customers to design once and decide later: as design requirements change, customers can pick different signal conditioners without redesigning the board—optimizing for power and accelerating time-to-market. Aries 7 Smart Optical Drivers and Optical TIAs enable that same intelligence in low power, high density NPO and LPO, designed to deliver optimum performance across multi-rack AI fabrics.
Platform partners have put Aries link reliability to the test across multiple generations: AMD and Intel have each validated Aries Smart Retimers in production across their platforms from PCIe 4 through 6. Both companies are now collaborating with Astera Labs to lead the industry's transition to PCIe 7.
“The real question for architects isn't retimer vs redriver, or copper vs optical: it's whether they have one comprehensive toolbox with the optionality to pick the right tool for their evolving reach, density and power requirements,” said Adit Narasimha, senior vice president, Signal Connectivity Group at Astera Labs. “That is what we built with Aries: the same intelligence and the same software, for the solution the link needs.”
Aries 7 Smart Retimers, Smart Redrivers, Smart Cable Modules, and Smart Optical Driver and TIAs are expected to begin sampling in Q4 2026 to select hyperscale, OEM, and NPO customers, with broader availability anticipated as platforms complete qualification. Astera Labs will showcase PCIe 7 copper and optical demonstrations next week at the 2026 Open Compute Project (OCP) Global Summit, Oct. 12-15 in San Jose.
Additional Resources:
“Nothing Out of Reach: The Aries PCIe® 7 Family Delivers Copper and Optical Signal Conditioning for AI’s Next Chapter” Blog: www.asteralabs.com/resources/blog/nothing-out-of-reach-the-aries-pcie-7-family-delivers-copper-and-optical-signal-conditioning-for-ais-next-chapterAries 7 Smart Signal Conditioning Portfolio: www.asteralabs.com/products/aries-smart-signal-conditioners/Aries 7 Smart Retimers: www.asteralabs.com/products/pcie-cxl-smart-dsp-retimers/Aries 7 Smart Redrivers: www.asteralabs.com/products/aries-smart-redrivers/Aries 7 Smart Cable Modules: www.asteralabs.com/products/aries-smart-cable-modules/Aries 7 Smart Optical Driver: www.asteralabs.com/products/aries-smart-optical-drivers/Aries 7 Smart Optical TIAs: www.asteralabs.com/products/aries-smart-optical-tias/
Ecosystem Support:
Raghu Nambiar, Corporate Vice President, Data Center Ecosystems and Solutions, AMD:
“As AI infrastructure grows across servers and racks, customers need open connectivity options that work with their platform designs. AMD is advancing a broad portfolio of compute and connectivity technologies, and we work with ecosystem partners such as Astera Labs to help customers build flexible, interoperable AI systems.”
Srini Krishna, Fellow, Intel Data Center Group:
“As systems continue to scale, reliable high-speed connectivity is essential to keeping compute resources efficiently utilized. Intel’s collaboration with Astera Labs builds on multiple generations of PCIe retimer validation and extends that proven interoperability toward PCIe 7, helping customers design scalable platforms with greater confidence and flexibility.”
Matt Sysak, Chief Technology Officer, Lumentum:
“Linear optics works at scale only if the electrical and optical halves of the link are designed together from the start. Pairing our photonic engines with Astera Labs' Aries 7 Smart Optical Driver and TIA lets us hit the reach and density targets that multi-rack AI fabrics need, without the power and latency penalties of a retimed optical module.”
Samuel Liu, Vice President, Product, Lumilens:
“An AI cluster is only as strong as its weakest link six months into deployment. Astera Labs' Aries 7 Smart Optical Driver and TIA let us build optical connectivity solutions with links that hold their signal integrity over the full life of a deployment, not just on Day One. That resilience, combined with enabling consistent performance across every unit we build, gives hyperscalers the confidence to qualify our solutions once and scale them across their fleet.”
Zane Ball, Chief Technical Officer, Open Compute Project:
“The OCP Signal Conditioner Standard Footprint was built to be protocol-agnostic, and extending it from Taurus's Ethernet and UALink applications to the Aries PCIe portfolio is exactly the kind of industry-wide adoption we hoped to see. One common footprint spanning multiple protocols means hyperscalers can design their boards once and rely on multi-vendor sourcing as their fabrics evolve, instead of re-solving the same integration problem for every new interconnect.”
About Astera Labs
Astera Labs (Nasdaq: ALAB) provides rack-scale AI infrastructure through purpose-built connectivity solutions. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the full potential of modern AI. Astera Labs’ Intelligent Connectivity Platform integrates CXL®, Ethernet, NVLink Fusion, PCIe®, and UALink™ semiconductor-based technologies with the company’s COSMOS software suite to unify diverse components into cohesive, flexible systems that deliver end-to-end scale-up and scale-out connectivity. The company’s custom connectivity solutions business complements its standards-based portfolio, enabling customers to deploy tailored architectures to meet their unique infrastructure requirements. Discover more at www.asteralabs.com.
Forward-Looking Statements
This communication contains forward-looking statements within the meaning of the federal securities laws. These include statements about the expected capabilities, performance, reach, benefits, sampling timing, availability, qualification, customer adoption, commercial success and market opportunity of Astera Labs' Aries 7 Smart Signal Conditioning portfolio. They also include statements about related ecosystem collaboration, industry standards, and market trends and conditions. Forward-looking statements may be identified by words such as "allowing," "anticipated," "can," "designed to," "enable," "expected," "flexibility," “offers,” "will" and similar expressions.
These forward-looking statements are based on current expectations and assumptions. They involve risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. These risks and uncertainties include, among others, the risk that:
demand for multi-rack AI clusters, PCIe 7 connectivity and related AI infrastructure does not develop as anticipated;customers do not adopt PCIe 7, optical interconnects (including near package optics and linear pluggable optics), or the OCP Signal Conditioner Standard Footprint on the expected timelines or at all;Astera Labs' products do not achieve the expected benefits in customer environments;testing, validation or interoperability results are not indicative of real-world performance;the COSMOS software suite does not deliver the expected fleet management, diagnostic or tuning capabilities across the Aries 7 portfolio;sampling programs, customer evaluations, platform qualifications or ecosystem collaborations do not result in production deployments or revenue;Astera Labs and its ecosystem partners are unable to develop, manufacture, qualify, deploy or support products and technologies on expected timelines or at expected cost;technology, customer requirements, competitive offerings or industry standards change;supply chain constraints or disruptions occur;litigation or disputes arise relating to Astera Labs' products or technologies;global economic, political and industry conditions, including those affecting the semiconductor and AI infrastructure markets, change;regulatory developments or international conflicts occur; andthe other risks and uncertainties described in Astera Labs' Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission materialize.
Forward-looking statements speak only as of the date they are made. Readers are cautioned not to place undue reliance on forward-looking statements. Astera Labs undertakes no obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by law.
Společnost Cerebras ve 2. čtvrtletí 2026 meziročně zvýšila tržby o 74,3 % na zhruba 210 milionů USD, k čemuž přispěla poptávka po hardwaru pro AI inferenci.
Investors evaluating the artificial intelligence (AI) hardware sector often find themselves cornered into a single, dominant trade. Finding a credible, publicly traded alternative to established GPU leaders is a persistent challenge for investors seeking more exposure to AI infrastructure.
The search for a viable secondary layer in the silicon stack is leading institutional money toward Cerebras Systems NASDAQ: CBRS. Investors are pricing in Cerebras's unique wafer-scale architecture as a legitimate alternative to standard GPU systems. Driven by key endorsements from hyperscale partners and a heavily capitalized balance sheet, Cerebras provides an alternative for high-speed inference workloads.
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The Hardware Shift Funding Next-Gen AIThe pricing power of established chipmakers is creating friction for hyperscalers trying to build next-generation AI models. While traditional GPUs remain the standard for training large language models, the inference phase, where models actively generate responses for end users, requires a different focus on latency and speed.
Data center operators are increasingly constrained by the physical limitations of linking thousands of individual chips together to process these workloads. The energy requirements, physical space, and cooling costs associated with traditional computing clusters are pushing capital out of generalized hardware and into specialized, purpose-built processors. Investors are rewarding semiconductor sector designers that can bypass traditional network fabric bottlenecks and deliver raw processing speed at scale.
Bypassing the Interconnect Speed LimitInvestors received a clear signal regarding this hardware shift in late September. Following industry rumors that OpenAI might rely exclusively on standard GPUs for upcoming faster models, OpenAI CEO Sam Altman publicly reaffirmed Cerebras Systems as a close partner. This confirmation of deep, ongoing engagement focused on AI processing speed quickly reversed a temporary stock sell-off and provided verifiable proof of concept for Cerebras hardware.
Cerebras Systems Inc. (CBRS) Price Chart for Thursday, October, 8, 2026
Cerebras's edge centers on its Wafer-Scale Engine. Standard computing systems connect dozens of individual chips, forcing data to move between processors and external high-bandwidth memory. Cerebras instead places computing cores and memory on a single large silicon wafer.
That design keeps more data close to the processor, reducing the delays created when information has to move between separate chips and memory systems. By relying on local static memory instead of routing data through network fabrics to external bandwidth arrays, Cerebras can reduce inference latency to levels that traditional GPU clusters may struggle to match.
This technological advantage is translating directly into financial data. In the second quarter of 2026, Cerebras reported an approximate 74.3% year-over-year revenue increase, reaching roughly $210 million. This level of top-line growth suggests hyperscale clients and enterprise customers are actively spending on alternatives to traditional AI infrastructure.
Funding the AI Future With Zero Liquidity PanicDeveloping specialized semiconductors from the ground up requires significant spending. Cerebras reported a net loss of about $450 million in its most recent quarter, a figure that naturally invites scrutiny regarding execution risk and corporate cash burn. The balance sheet suggests a foundation built to withstand heavy manufacturing and research cycles without near-term shareholder dilution.
Large-scale enterprise clients require assurance that their hardware partners will survive long enough to provide multi-year maintenance and software support. With an approximate $4.7 billion capital raise during its May 2026 initial public offering, Cerebras currently holds roughly $7.5 billion in cash and short-term investments against manageable debt of about $0.8 billion.
This liquidity is paired with an unlevered balance sheet, with a debt-to-equity ratio of about 0.02 and a current ratio near 5.82. The current cash burn rate represents capitalized growth rather than an immediate liquidity crisis. Cerebras has the financial runway to scale hardware production and fulfill its multi-billion-dollar client backlog without the immediate capital constraints that often hinder younger technology hardware firms.
ETF Accumulation Offsets Post-IPO SellingOne factor shaping Cerebras' near-term trading environment is the IPO lock-up expiration expected in early November. Approximately 30 million shares will become eligible for public trading, representing a notable portion of the roughly 237 million total shares outstanding.
Ahead of this event, corporate insiders have steadily sold stock. Insider sales over the trailing 12 months have surpassed $400 million. That is not unusual after a company goes public, as early investors and executives gain the opportunity to cash out part of their holdings, but it does add more shares to the market.
While insider shares are entering the market, buy-side absorption remains active and organized. In early October, Cathie Wood's ARK Invest allocated roughly $20 million to acquire over 117,000 shares across its exchange-traded funds. Additional tracking data points to steady accumulation from institutional anchors like Silverleafe Capital Partners LLC, alongside nine other major institutional funds actively adding to their positions this quarter. This institutional demand suggests professional funds view current pricing as a reasonable entry point and are readily absorbing shares distributed by early investors to build long-term holdings.
Building a Position Ahead of the Next AI WaveValuing a high-growth semiconductor firm requires looking beyond traditional earnings multiples. Cerebras Systems currently trades at a price-to-sales multiple near 54x, carrying a market capitalization of about $41 billion. While the valuation premium is high, it reflects forward-growth expectations tied to disrupting the large data center infrastructure market.
69th Percentile
Moderate Buy
71.3% Upside
Healthy
N/A
0.18 Selling Shares
Growing
See Full Analysis
Wall Street analysts maintain a generally favorable outlook on Cerebras's trajectory. Cerebras holds a consensus Moderate Buy rating, outperforming the broader technology sector's average Hold designation. Sell-side desks issued high-conviction upgrades amid recent selling pressure. Jefferies upgraded Cerebras to Outperform, helping establish an average analyst price target near $300. If realized, this suggests a potential upside of nearly 70% from early October trading levels around $177.
Market mechanics remain stable underneath the price action. Short interest sits at a healthy 5.39%, suggesting recent price rebounds are driven by spot buying from institutions rather than temporary short-covering squeezes.
Investors navigating the ongoing AI hardware expansion might consider how a specialized processor company balances a tech-heavy portfolio. While customer concentration and supply-chain execution require careful monitoring, a capitalized balance sheet, verifiable hyperscaler partnerships, and steady institutional inflows present a clear fundamental framework. Those looking to diversify away from single-vendor reliance may find that monitoring trading volume and institutional support around the upcoming lock-up expiration provides valuable insight into Cerebras Systems' next long-term base.
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One of the stocks investors are most excited about right now is Space Exploration Technologies (SPCX -2.51%). The artificial intelligence (AI) and space stock has caught investors' imagination about what the future could hold. With $5,160, you can buy 30 shares.
SpaceX offers a combination of substantial near-term and long-term opportunities. In the near term, the company has become one of the premier ways to play the cloud computing market. By acting as a bridge provider, renting out compute capacity on a short-term basis, SpaceX is getting superior economic returns. While it takes Amazon two to three years to break even on its chip and network investments, SpaceX is getting a payback in one year.
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Expect this to be the company's biggest revenue growth driver during the next three years. It's already set to potentially more than double the graphics processing units (GPUs) used by its Colossus 2 AI chip cluster, and it recently agreed to rent out $1.1 billion a month in compute capacity to an unnamed customer. Meanwhile, Anthropic recently revealed that it has agreed to lease $1.25 billion a month in computing power from SpaceX over the next three years. In addition to AI infrastructure, SpaceX should see solid growth from both its satellite internet service, Starlink, and its recently acquired AI coding platform, Cursor.
A SpaceX investment is more about the growth it will see in the next three years, though. The company has some huge potential long-term opportunities associated with its space business. Chief among these are data centers in space, which would solve the big energy consumption issues related to AI infrastructure. It is also looking to create new industries, such as terrestrial cargo transport and asteroid mining. If SpaceX can transform Starship into a fully reusable rocket, it will drastically lower launch costs and make these projects much more economically viable.
Image source: The Motley Fool.
SpaceX is a unique stock that undoubtedly will trade at a premium due to the promise it holds. However, I think one of the best ways to value the stock in the near to medium term is to use past price-to-sales (P/S) multiples of Tesla when it was still in its early stages as a public company. A couple of years after Tesla went public, in late 2011, it was trading at a P/S of about 12.
The current analyst average revenue forecast for SpaceX is that it will generate $293.9 billion in revenue in 2029, and at the end of last quarter, it had roughly 13.2 billion shares outstanding. That could prove low, and the highest analyst estimate for that year is about $465 billion. Place a P/S multiple of 12 on the stock based on the average estimate, and it would trade at about $267, or more than 50% higher than today. At the high end of the estimates, it would trade at about $423.
However, let's assume that in three years, investors start looking a couple more years out toward 2031 revenue estimates, given the company's huge expected revenue growth. Place an 8 times forward P/S multiple on the $829.1 billion 2031 revenue forecasts, and the stock would be worth $502 in 2029. Meanwhile, at the high end of 2031 estimates (more than $1.1 trillion in revenue), it would trade near $675.
Taken altogether, that values the stock at a wide range between $267 and $675 in the next three years. At the low end, a $5,160 investment would be worth about $8,000, while at the high end it would be worth $20,250. If we take the midpoint, the stock would trade at about $470, good for about a 275% gain, and a $5,000 investment would be worth around $14,000.
The next few years for SpaceX are going to be all about revenue growth and execution, as well as what valuation multiple the stock can command. That said, SpaceX has the potential to be a huge performer over the next three years.
Floridský generální prokurátor žádá soud, aby Meta omezila dospívajícím používání aplikací na dvě hodiny denně a dětem vypnula automatické přehrávání i nekonečné posouvání obsahu.
Florida just rejected an $18 billion settlement that every other state accepted, and now its attorney general wants a judge to gut the very features that make Instagram and Facebook profitable. Here is what the legal threat actually means for…
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On Wednesday, Florida’s attorney general asked a Pasco County circuit judge for a temporary injunction against Meta Platforms (NASDAQ:META | META Price Prediction). The motion would require Meta to find and remove Florida users under 14, limit teens to two hours a day across all its apps, and turn off autoplay and infinite scroll for children in the state.
Meta shares fell 2.38% that session and closed at $721.31. Apple (NASDAQ:AAPL) rose 0.91%, Amazon (NASDAQ:AMZN) gained 1.42% and Alphabet (NASDAQ:GOOGL) added 0.81%.
The 10-year Treasury yield rose from 4.8% to 5.27% over the same stretch.
The case rests on Florida’s deceptive trade practices law. It does not rely on the state’s social media age law. The motion is only a request: no judge has ruled, and no hearing date has been reported.
What Florida Wants Changed Inside Instagram and Facebook Under the motion, messaging would shut off, and Meta would be blocked from showing ads once a teen reached the daily limit. Florida wants these changes “implemented immediately.”
The ad ban impacts revenue directly. Advertising brought in $59.36 billion of Meta’s $60.80 billion in second-quarter revenue. Removing infinite scroll would cut engagement and ad impressions, which rose 14% year over year.
Even so, the motion covers teens in a single state. That is a small group next to Meta’s 3.60 billion daily active people.
Why Florida Turned Down a Settlement Every Other State Took Florida was the only state to reject Meta’s August 2026 youth-safety settlement, worth up to about $18 billion. The other 48 states and Washington, D.C., signed on.
The motion calls that deal “a mere slap on the wrist” that “will be cynically viewed as the cost of doing business,” and argues “none of the settlement’s injunctive relief reaches Florida.” The attorney general also posted on X: “We just asked a Florida court to order Meta to turn off the features that addict teenagers” and “Meta tried to get us to take their low-ball settlement.”
Meta’s response: “The attorney general should be using taxpayer resources to get YouTube and TikTok to empower parents and protect teens in Florida. We regret that he has chosen instead to pursue a meritless preliminary injunction years into the litigation.”
Pointing at YouTube and TikTok has no legal force. The timing argument is stronger: an injunction is emergency relief, and waiting years to ask for one weakens the claim that harm is urgent.
New Mexico Is the Larger Financial Risk New Mexico won a jury verdict against Meta in September. The state wants a judge to impose $35 billion to $40 billion in penalties; Meta wants any penalty capped at $3.45 billion. A ruling is expected later in October. The high end of New Mexico’s request would be a large penalty for a company that earned $60.46 billion in 2025. New Mexico has already been decided, and only the amount remains, while Florida’s case is still a request.
Wells Fargo raised its price target on Oct. 6, 2026, writing that “Investor enthusiasm around Meta’s Muse product cycle is warranted.” The analysts are treating regulatory action as something that ends in fines, which can be estimated, rather than in forced product changes.
What Could Move META Stock After New Mexico Rules Florida’s motion is still undecided, and nearly every other state has settled.
The bear case is serious. Florida is asking for product changes instead of money, a New Mexico jury has ruled against Meta, and the penalty decision is weeks away.
At about 22x forward earnings, the share price reflects substantial legal risk.
Watch New Mexico’s ruling. If the penalty lands near Meta’s $3.45 billion cap, the bullish case holds. If it lands near $35 billion, or a Florida judge grants the injunction, the bullish case needs a fresh look.
Contact [email protected] for any questions or corrections.
For months, the bears had a simple story to tell about Tesla Inc. NASDAQ: TSLA: demand for its electric vehicles (EVs) was fading, the competition was closing in, and the glory days of growth were over. On Oct. 2, however, Tesla handed them an awkward set of numbers.
Tesla Today
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The EV giant delivered 486,532 vehicles in the third quarter, comfortably ahead of the roughly 462,000 Wall Street had expected and its second-highest quarterly total on record. The market's response was emphatic, with shares jumping almost 5% on the day, extending a run that has seen them climb around 10% over the past week to trade near $380. The stock is now up more than 25% since its low back in July.
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So the immediate question has been answered: demand hasn’t actually fallen off a cliff. But with that easy win banked, the harder questions are coming into view.
Does this mark the start of a real recovery, or simply a good quarter flattered by timing, and what does Tesla need to prove when it reports full third-quarter earnings in a couple of weeks?
The Beat That Silenced the DoubtersLast week’s headline was a clear win. Beating expectations by more than 24,000 vehicles is no small feat, especially after a year when Tesla's sales wobbled, and rivals gained ground. For a quarter many feared would disappoint, the result was reassuring.
Europe was the standout driver, with demand staging a notable recovery. Registrations surged last month, with Tesla's numbers up around 62% in France, 38% in Sweden, and 25% in Spain. After a long stretch of weakness on the continent, that rebound suggests the brand's troubles there may be easing.
It also reaffirms that the Model 3 and Model Y remain formidable sellers, again accounting for the vast bulk of deliveries. Tesla's core lineup, even as it ages, still has plenty of pulling power in a fiercely competitive market.
The Catch Beneath the HeadlineLook a little closer, though, and the picture is more nuanced. Although the quarter beat expectations, deliveries were down about 2% from the same period last year. In other words, last week’s numbers could be viewed as a solid beat on expectations, but not the full return to the growth the most optimistic bulls would have wanted.
There’s also a timing wrinkle that can’t be ignored. A generous U.S. tax credit for electric vehicles expired last week, which likely pulled some sales forward as buyers rushed to beat the deadline. That raises an uncomfortable possibility: some of last quarter's strength may have been borrowed from this one.
That makes the current quarter a real test. With the tax-credit boost gone, investors will be watching closely to see whether demand holds up, or whether the fourth quarter reveals that the third was flattered by a one-off scramble.
Why the Bulls Are Still in ChargeFor now, though, the optimists have the upper hand, and not without reason. The delivery beat has eased fears of a deeper slump, the European recovery looks real, and momentum is firmly on the stock's side heading into this month’s earnings.
Crucially, the bull case stopped resting on vehicle deliveries a long time ago. The stock’s towering valuation reflects a belief that Tesla has become far more than a carmaker, with its robotaxi ambitions, the Cybercab, the Optimus robot, and its wider AI efforts all representing potentially enormous future businesses. A solid delivery number reassures investors that the core business funding those dreams remains healthy.
There is fresh momentum on that front, too. Tesla is set to show the Cybercab at next week’s Paris Motor Show, with a potential European launch as early as 2027, while regulators on the continent inch toward approving its self-driving software. For the bulls, this is a company making progress on both its near-term and long-term fronts.
What to Watch From HereThe stage is now set for Tesla's full earnings report in two weeks, which will reveal whether strong volumes are actually translating into healthy profits. That is where the real scrutiny lies, because a delivery beat means little if margins have been sacrificed to achieve it.
The bears will point to the year-over-year decline, the heavy reliance on two models, and last week’s tax-credit cliff as reasons the celebration may be premature. The bulls will counter that the demand scare has passed and the long-term story is only getting more exciting. Both have a point, which is why the upcoming earnings, and the margins and guidance within them, matter so much.
For investors, the recent delivery beat is a win worth savoring, but not one to get carried away with. For sure, it has bought Tesla some breathing room and temporarily silenced the doubters, yet the questions that really move this stock, in particular profitability and the progress of its autonomous ambitions, remain firmly on the table. Only the company's next earnings report, due in just under two weeks, can answer them.
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Coca-Cola ve 2. čtvrtletí zvýšila tržby o 6,74 % na 13,38 mld. USD a zisk na akcii (EPS) dosáhl 0,97 USD, akcie se však obchodují za forwardové P/E 25.
Coca-Cola just posted its best volume growth in nearly two decades, raised guidance twice, and beat earnings six quarters straight. So why do the numbers suggest investors may already be paying too much for that track record?
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Coca-Cola (NYSE:KO | KO Price Prediction) trades at $85.81. The stock has gained 25.14% this year, while a 5.27% 10-year Treasury yield now competes for conservative dollars.
Coca-Cola sells beverage concentrates and brands in more than 200 countries and territories. Second-quarter revenue rose 6.74% to $13.38B, and management raised full-year guidance for the second time. Investors pushed the stock toward the $91.94 52-week high.
Rising Earnings Make Coca-Cola’s Premium Look Earned Bulls point to strength. Second-quarter EPS of $0.97 beat the $0.9323 estimate, extending six straight beats. Unit case volume grew 5%, Coca-Cola Zero Sugar grew 16%, and trademark Coca-Cola posted its best volume growth in 17 years excluding COVID recovery. Guidance calls for comparable EPS growth of 9-10% and free cash flow near $12.4B.
Net debt is 1.4 times EBITDA, well below the company’s 2 to 2.5 times target range. That leaves capacity for buybacks on top of a dividend raised for 63 consecutive years. With a beta of 0.318, the stock offers growth with low volatility.
A 5.27% Treasury Makes a 2.47% Yield Hard to Defend The forward dividend yields about 2.47%, roughly 2.8 points below Treasuries. The trailing P/E of 26, PEG near 4, and price-to-free-cash-flow of 70 leave little buffer.
Recent strength came partly from temporary factors. Management credited an easier comparison and the World Cup; two-year volume growth was just 2%. EPS guidance leans on a three-point currency tailwind. The fourth quarter has six fewer days, and Asia Pacific price/mix fell 9%.
Best Execution Meets a Full Price The business is performing well: share gains in every region, expanding margins, and rising cash flow. A forward P/E of 25 while bond yields sit at high levels leaves little valuation buffer.
The stock trades below its $88.02 50-day average and above its $80.09 200-day average. The next two earnings reports, the Africa bottling sale closing, and the IRS ruling will decide which way it breaks.
Coca-Cola Has Beaten the Market This Year, but It Has Lagged Over a Decade Shares trade at $85.81, against a consensus target of $94.65 from 24 analysts. That implies about 10.3% upside. Analyst targets are one data point, and they carry no guarantee. The ratings break down as follows:
Best Buy: 7 Buy: 12 Hold: 4 Best Sell: 1 Year to date, the stock is up 25.14%, while the S&P 500 has gained 13.98%. Over one year, the stock has gained 31.91% against 16.16%. The past month reversed that lead: the stock fell 1.98% as the index rose 0.92%. Over 10 years, the stock returned 180.39% against the index’s 261.45%.
What Could Shift Coca-Cola’s Valuation Case At $85.81, Coca-Cola’s valuation already reflects its strengths.
Fundamentals support a premium, and the stock already charges one. A move toward the 200-day average, or a meaningful drop in Treasury yields, would strengthen the valuation case. A post-World Cup volume stall or an adverse IRS ruling would hurt the investment case.
Watch whether volume holds without the World Cup boost, how much EPS growth comes from currency, and how management handles the six-day calendar gap. The stock’s 2.47% yield trails Treasuries, and a full multiple leaves the stock exposed to weakness if comparisons get harder.
Coca-Cola is performing at a high level, but at this price investors are paying for that safety upfront.
Contact [email protected] for any questions or corrections.
Uber and Chinese autonomous vehicle maker Pony.ai plan to launch a robotaxi service in London as part of an expanded partnership to bring driverless cars to Europe. The two companies said on Thursday that they would begin testing Pony.ai’s Gen-7 robotaxis in London in the coming weeks.
The announcement is the latest instance of Uber’s ambitious push into autonomous vehicle technology through a growing web of partnerships and investments. The ride-hailing company has struck deals with more than 30 autonomous vehicle companies, including Pony.ai, over the past few years as it seeks to capture a share of the autonomous delivery and ride-hailing markets.
Uber expects to offer AV trips in as many as 15 cities globally by the end of 2026, roughly split between U.S. and international markets.
Uber and Pony.ai first partnered in May 2025, initially focusing on the Middle East. The relationship has since expanded to Europe, where it plans to deploy 2,000 robotaxis, starting with Croatia’s capital, Zagreb.
In August 2026, the companies launched an autonomous ride-hailing service in Zagreb with a third partner, Verne. Under that arrangement, Pony.ai supplies the autonomous driving system and the Arcfox Alpha T5 robotaxi, developed with Chinese automaker BAIC. Verne, a startup set up by Rimac Group founder and CEO Mate Rimac, owns and operates the fleet, while Uber provides access to its vast ride-hailing network.
The London service will follow a similar model, although the companies have not said who will own and operate the fleet.
Pony.ai won’t be Uber’s only robotaxi partner in London. The company has also partnered with and invested in British self-driving startup Wayve, and plans to launch a robotaxi service in the city.
In February 2026, Wayve raised $1.2 billion in a funding round that saw investments from Microsoft, Nvidia and Uber. The total funding in that round could reach $1.5 billion thanks to an additional $300 million from Uber, contingent on Wayve deploying robotaxis, starting in London.
Uber has pursued this multi-partner strategy elsewhere. In Dubai, for instance, it has struck separate deals with Baidu and WeRide to launch robotaxi services.
Pony.ai, meanwhile, has launched robotaxi services in four Chinese cities and secured partnerships with local transportation authorities as it works to expand into European and Middle Eastern markets, including Qatar.
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Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.
The latest cuts affect fewer than 1,000 corporate employees as Amazon continues reshaping its retail organization. Summary
They follow a broader round of 30,000 job cuts initiated over the past year.
Amazon.com Inc. (AMZN, Financials), the e-commerce and cloud computing behemoth, is trimming another wave of corporate jobs as it continues to recalibrate a workforce that ballooned during the epidemic.
The most recent cuts impact a few hundred white-collar staff, mostly inside Amazon's Stores group that runs the company's primary e-commerce business.
The cuts include sections of the retail operation, including as customer service, marketplace support, selling partner services and engineering. Employees in U.S., U.K. and India were impacted.
Amazon said it made changes in portions of the Stores division because the new structure would better serve its aims.
The layoffs are relatively tiny in comparison to the wider 30,000-job decrease that began over the last year, but they underscore Amazon's ongoing emphasis on efficiency.
The company's continuous work force changes are partially a reflection of how quickly Amazon employed during the epidemic when online shopping demand increased, said Executive Chairman Jeff Bezos.
The real concern for investors is not so much about the current 1,000 jobs, but whether periodic restructuring can make Amazon's sprawling retail business more effective without slowing growth or hurting customer experience.
The layoffs also landed amid Amazon's Prime Big Deal Days shopping extravaganza, placing the company's cost discipline in the spotlight alongside one of its key seasonal retail pushes.
The next catalyst will be Amazon's next set of financial reports, when investors may look for indications that continuing cost cuts are translating to improved retail profitability.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Italský antimonopolní úřad zahájil vyšetřování společnosti Microsoft, včetně její dceřiné společnosti Activision Blizzard, kvůli transparentnosti virtuálních měn ve hrách.
Microsoft logo is seen on a smartphone placed on displayed Activision Blizzard's games characters in this illustration taken January 18, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesOct 8 (Reuters) - Italy's antitrust authority said on Thursday it had launched a probe into several Microsoft-owned (MSFT.O), opens new tab video-game makers over their use of virtual currencies.
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Italy's probe is aimed at Activision Blizzard, among other companies of the Microsoft group, the antitrust authority said in a statement, without naming the others
Microsoft was not immediately available for comment
The move is part of a wider European Union-coordinated initiative by the EU's Consumer Protection Cooperation (CPC) Network. The network launched actions last month against nine video-game companies, including Riot Games, Ubisoft (UBIP.PA), opens new tab and Supercell, and had earlier opened a separate action against Microsoft-owned Activision Blizzard
The aim of the coordinated action is to promote transparency and fairness in the gaming sector, particularly protecting the rights of minors
The probes focus on the transparency and fairness of in-game virtual currencies used to purchase cosmetic upgrades, weapon enhancements and other digital items, the Italian regulator said
Purchases are often priced in virtual currencies rather than euros and may involve multiple layers of conversion, making it harder for consumers to understand how much they are spending, the authority said
The Italian Competition Authority will act as lead authority, working together with peers in Norway and Denmark
The watchdogs will seek to determine whether the companies may have committed a "widespread infringement" of EU consumer protection rules affecting consumers in at least three EU member states
The coordinated action complements investigations the Italian regulator opened nationally in December into Microsoft group companies over the popular games "Diablo Immortal" and "Call of Duty Mobile".
Reporting by Anna Uras; Editing by Giulia Segreti and Xevi Fontdegloria
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Michael Burry zpochybnil masivní investice Microsoftu a dalších firem z oblasti Big Tech do datových center pro AI; podle něj mohou sloužit stejně k udržení tržní síly jako k uspokojení bezprostřední poptávky.
The investor argues that Big Tech's data center buildout may be driven as much by the race for market control as by immediate computing demand. Summary
Microsoft shares are up about 9.5% this year, according to the report.
Microsoft Corp. (MSFT, Financials), the software and cloud computing business, is confronting a familiar conundrum with a sharper edge: How much AI infrastructure expenditure is too much?
"Microsoft may be using its huge spending plans and financial metrics as a lever, and Wall Street is not looking closely enough at the numbers," investor Michael Burry (Trades, Portfolio) says. He's worried about the tech industry more generally.
“Microsoft, Amazon, Alphabet and Meta are aggressively investing in data centers because they expect AI to reinforce their market power,” Burry believes. He cited OpenAI, Anthropic and Oracle as firms making significant investments to try to join that club as well.
The debate matters because AI infrastructure is now one of the biggest capital commitments confronting Big Tech. Investors have largely bought into such outlays on the assumption that demand for computer power will continue to increase.
Burry is challenging the premise, not providing evidence that Microsoft's expenditure will not provide enough returns.
This is vital. The true test for shareholders will be whether Microsoft can leverage its growing AI infrastructure into enough Azure, Copilot and other AI-related income to justify the cash it takes.
Microsoft shares have risen around 9.5% this year, the report said. The next catalyst will be Microsoft earnings, especially what management says about AI demand, infrastructure investments and the rewards from that investment.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
BNP Paribas just slapped a price target on AMD that towers over Wall Street consensus, but reaching it would demand a sequence of wins that our model says the stock has not yet earned.
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AMD (NASDAQ:AMD | AMD Price Prediction) received a $960 price target from BNP Paribas, well above Wall Street consensus. Our 24/7 Wall St. price target is $622.15 with a hold rating. Reaching BNP’s number would require about 46% upside from current levels.
Metric Value Current Price $656.10 24/7 Wall St. Price Target $622.15 Upside/Downside -5.17% Recommendation HOLD Confidence Level 90% Our model has high confidence that AMD trades close to fair value after a huge run. The consensus analyst target of $636.21 also sits below the share price. Even so, the Street is overwhelmingly positive, with 5 Strong Buy, 39 Buy and 11 Hold ratings and no Sells.
Why We Could Be Wrong Our target sits below today’s price, but AMD has real catalysts. Management says Helios demand is “tracking ahead of our initial forecasts,” and expects to “significantly exceed our $20 annual EPS target.” The bull case below explains how AMD could outperform.
A 197% Year-to-Date Run Powered by Data Center Doubling AMD shares have climbed 197.2% year-to-date, up 33.28% over the past month. The 52-week range runs from $188.22 to $658.52.
Second-quarter revenue rose 50.11% to $11.536 billion, beating estimates. Non-GAAP EPS of $1.66 topped the $1.6107 consensus. Data Center revenue jumped 107%. AMD agreed to buy World Labs in an $8.2 billion all-stock deal, and Hewlett Packard Enterprise (NYSE:HPE) landed a $1.2 billion Helios order from Vultr.
What It Would Take to Hit $960 At $960, AMD would trade at about 78x forward EPS and 62x the 2027 consensus of $15.5833. Earnings of $20 per share would bring that multiple to 48x. AMD needs to reach its long-term EPS goal while investors maintain today’s premium.
BNP analyst Karl Ackerman (Outperform) points to Helios, backed by 14 gigawatts of commitments from OpenAI, Meta Platforms (NASDAQ:META) and Anthropic. He believes AMD can win at least 8% of the GPU market by 2030.
Management expects Data Center revenue to “more than double year-over-year in 2027.” Our 12-month bull case is $692.43 (the traits that showed up in prior monster tech runs are the same ones we cataloged in a free playbook here: The Next Nvidia Playbook).
Where the $486 Bear Case Comes From AMD trades at 245x trailing earnings, so even a short Helios delay could pressure the stock. Gaming revenue fell 31%, and export controls and HBM supply remain risks. Free cash flow fell 9.89%, though capex jumped 186.52% to build capacity. Our bear case is $486.32.
How AMD Compares to NVIDIA and Intel Company Trailing P/E Gross Margin Latest Revenue Growth AMD 245 49.52% 50.11% NVIDIA 48 71.1% 105.85% Intel Negative 34.8% 25.42% NVIDIA (NASDAQ:NVDA) is AMD’s direct AI accelerator rival. It grew faster last quarter, earns wider margins and trades at a much lower trailing multiple. Next to NVIDIA, $960 looks aggressive.
Intel (NASDAQ:INTC) is AMD’s x86 server CPU rival. Its Data Center and AI revenue rose 59%, but Intel is unprofitable on a trailing basis. AMD’s wider margin explains why investors pay a premium over Intel.
AMD Price Prediction 2026-2030 I’m sticking with a 24/7 Wall St. price target of $622.15 and a hold rating at 90% confidence, driven mainly by valuation. I’d turn more constructive if Q3 revenue tops $13 billion guidance and Helios shipments accelerate in Q4. Our model’s highest five-year scenario, $826.94, still falls short of $960.
The table below shows where our model projects AMD could trade if current growth trends and market conditions hold.
Year Bear Base Bull 2026 $656.10 $656.10 $656.10 2027 $519.86 $625.02 $700.93 2028 $458.99 $618.22 $744.86 2029 $426.38 $645.63 $727.59 2030 $432.04 $666.73 $782.57 Contact [email protected] for any questions or corrections.
Boeing's (BA -0.79%) backlog lies at the heart of the stock's investment case. It allows management to unlock significant value for investors. Simply put, the stock has upside potential if management can execute better operationally.
That hasn't always been the case at Boeing in recent years, but there are tangible signs of improvement under CEO Kelly Ortberg, and the company's trajectory is in the right direction.
Image source: Boeing.
The overwhelming majority of the backlog is at Boeing Commercial Airplanes (BCA), which represents more than 6,200 aircraft. It's a huge number, and despite increased 737 MAX production in 2026, the backlog rose by $33 billion in the first half of 2026. The BCA backlog accounted for slightly more than $29 billion of that overall increase.
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Boeing continues to win orders and grow its backlog. Moreover, Wall Street expects Boeing to generate $97.9 billion in revenue this year.
Data source: Boeing presentations. Chart by author.
The backlog is positive and negative The backlog presents an opportunity for Boeing, but its duration speaks volumes about the company's difficulties in recent years. Its filings at the Securities and Exchange Commission (SEC) said: "We expect approximately 21% to be converted to revenue through 2027 and approximately 62% through 2030, with the remainder thereafter. Significant uncertainty remains about when backlog will convert into revenue."
That's a relatively long duration, meaning that it will take time to convert into earnings and cash flow. It's concerning for two reasons:
It contains some aircraft that aren't even certified yet, such as the wide-body 777X and the longer 737-10 narrow-body. The long duration reflects the bottlenecks and challenges that Boeing has in ramping up aircraft production. What it means for investors Boeing's backlog is not without risk, but the fact that 737 MAX production has gone from the low 30s per month at the start of 2025 to a target of stabilizing at 47 per month is a very positive sign. As long as Boeing can keep making progress on this front, investors will have reason to believe it can deliver on its backlog.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Boeing. The Motley Fool has a disclosure policy.
Multi-million-dollar investment results in increased domestic production capacity in Germany, more than doubling expected annual flower output. Enhanced facility adopts Aurora's proven cultivation practices and proprietary genetics to support consistent, high-quality production. Expanded EU-GMP manufacturing capacity reinforces Aurora's ability to deliver compliant, high-quality products across European markets as demand increases. , /PRNewswire/ -- Aurora Cannabis Inc. (TSX: ACB) (NASDAQ: ACB), the leading Canadian-based global medical cannabis company, today announced the completion of a major expansion of its facility in Leuna, Germany. The expansion project establishes the Leuna facility as a manufacturing site of excellence, incorporating proven cultivation and post-harvest practices from Aurora's Canadian operations alongside the company's proprietary genetics and product catalogue. The expanded facility has increased cultivation capacity while improving product quality, consistency and operational efficiency, strengthening the facility's role in serving Aurora's growth in Europe.
Aurora Completes Major Expansion of European EU-GMP Manufacturing Facility, More Than Doubling Expected Annual Flower Output. To commemorate the site's transformation and expanded role in Aurora's global EU-GMP manufacturing network, the facility has been renamed Aurora Horizon, a name selected by the local team, reflective of their pride and optimism for the facility's future.
"The completion of our Leuna facility transformation is an important milestone for Aurora and reinforces our commitment to serving patients in our fastest-growing markets, including Germany, where we are proud to be a domestic manufacturer," said Alex Miller, EVP, Operations and Supply Chain at Aurora. "Now known as Aurora Horizon, the EU GMP-licensed facility strengthens our ability to serve patients in Germany, while advancing our broader European growth strategy. By bringing Aurora's proven cultivation and operational expertise and industry-leading genetics to Leuna, we have significantly advanced the site and our ability to drive growth in the region."
The expanded facility has recently been granted an expanded EU-GMP license for the newly built areas of the site, issued by the State Office for Social Affairs, Youth and Health of Saxony-Anhalt, and will support dynamic job creation within the local vicinity.
The transformation of Aurora Horizon involved implementing the company's world-class cultivation practices and methodologies, including lighting, irrigation, harvesting, and post-harvest processes, to ensure consistent and high-quality output. Aurora Horizon has successfully adopted Aurora's leading proprietary genetics from the company's global R&D facility, Aurora Coast in British Columbia, Canada. As a result, the facility is already meeting the high-performance thresholds of other sites within Aurora's network. The additional capacity is expected to help Aurora meet growing demand for high-quality medical cannabis in Germany and across European markets, while improving supply chain resilience and operational efficiency. As one of only three in country producers, we are uniquely positioned to continue to contribute with cultivation and manufacturing job creation in the Saxony-Anhalt region.
About Aurora Cannabis Inc.
Aurora is Opening the World to Cannabis™, serving both the medical and consumer markets across Canada, Europe, Australia and New Zealand. Headquartered in Edmonton, Alberta, Aurora is a pioneer in global cannabis, dedicated to helping people improve their lives. The Company's adult-use brand portfolio includes Drift®, San Raf®, Daily Special™, Tasty's™, Being® and Greybeard®. Medical cannabis brands include MedReleaf®, CanniMed®, Aurora® and Whistler Medical Marijuana Corporation®, as well as international brands, Pedanios®, IndiMed™ and CraftPlant™. Aurora also has a controlling interest in Bevo Farms Ltd., North America's leading supplier of propagated agricultural plants. Driven by science and innovation, and with a focus on high-quality cannabis products, Aurora's brands continue to break through as industry leaders in the medical, wellness and adult recreational markets wherever they are launched. Learn more at www.auroramj.com and follow us on X and LinkedIn.
Aurora's common shares trade on the NASDAQ and TSX under the symbol "ACB".
Forward Looking Information
This news release includes statements containing certain "forward-looking information" within the meaning of applicable securities laws ("forward-looking statements"). Forward-looking statements are frequently characterized by words such as "plan", "continue", "expect", "project", "intend", "believe", "anticipate", "estimate", "may", "will", "potential", "proposed" and other similar words, or statements that certain events or conditions "may" or "will" occur. Forward-looking statements made in this news release include, but are not limited to, statements and information about the completed expansion of the Company's EU-GMP certified facility in Germany and related benefits including, but not limited to, increased cultivation capacity, product quality, consistency, supply chain resilience, operational efficiency and local job creation; expectations for the annual flower output from that facility to more than double; the Company's ability to deliver compliant, high-quality products across European markets as demand increases; future growth opportunities in Europe and particularly in Germany; and statements regarding the Company's ability to drive and participate in growth in European markets.
These forward-looking statements are only predictions. Forward-looking information or statements contained in this news release have been developed based on the Company and its management's good faith assumptions relating to the financial, market, regulatory and other relevant environments that will exist and affect the Company's business and operations in the future. Forward-looking information and statements are not a guarantee of future performance and are based upon a number of estimates and assumptions of management at the date the statements are made including, among other things, assumptions about: development costs remaining consistent with budgets; the ability to manage anticipated and unanticipated costs; access to favorable equity and debt capital markets; the ability to raise sufficient capital to advance the business of the Company; favorable operating and economic conditions; political and regulatory stability; obtaining and maintaining all required licenses and permits; receipt of governmental approvals and permits; sustained labour stability; stability in financial and capital goods markets; favorable production levels and costs from the Company's operations; the pricing of various cannabis products; the level of demand for cannabis products; the availability of third-party service providers and other inputs for the Company's operations; and the Company's ability to conduct operations in a safe, efficient, and effective manner. The Company does not give any assurance that the assumptions on which forward-looking information or statements are based will prove to be correct, or that the Company's business or operations will not be affected in any material manner by these or other factors not foreseen or foreseeable by the Company or management or beyond the Company's control. Such forward-looking statements are estimates reflecting the Company's best judgment based upon current information and involve a number of risks and uncertainties, and there can be no assurance that other factors will not affect the accuracy of such forward-looking statements. These risks include, but are not limited to, the ability to retain key personnel, the ability to continue investing in infrastructure to support growth, the ability to obtain financing on acceptable terms, the continued quality of our products, customer experience and retention, the development of third party government and non-government consumer sales channels, management's estimates of consumer demand in Canada and in jurisdictions where the Company exports, expectations of future results and expenses, the availability of additional capital to complete construction projects and facilities improvements, the risk of successful integration of acquired business and operations, management's estimation that SG&A will grow only in proportion to revenue growth, the ability to expand and maintain distribution capabilities, the impact of competition, the general impact of financial market conditions, the yield from cannabis growing operations, product demand, changes in prices of required commodities, competition, and the possibility for changes in laws, rules, and regulations in the industry, epidemics, pandemics or other public health crisis, and other risks as set out under the heading "Risk Factors" in the Company's annual information form dated June 10, 2026 (the "AIF") and filed with Canadian securities regulators available on the Company's issuer profile on SEDAR+ at www.sedarplus.com and filed with and available on the SEC's website at www.sec.gov. The Company cautions that the list of risks, uncertainties and other factors described in the AIF is not exhaustive and other factors could also adversely affect its results. Readers are urged to consider the risks, uncertainties and assumptions carefully in evaluating the forward-looking statements and are cautioned not to place undue reliance on such information. The Company is under no obligation, and expressly disclaims any intention or obligation, to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as expressly required by applicable securities laws.
Nvidia ve druhém fiskálním čtvrtletí zvýšila tržby o 106 % a čistý zisk o 126 %, ale poptávku po GPU může ohrozit klesající návratnost investic hyperscalerů do AI.
Nvidia (NVDA -0.74%) shares have risen by 29% in 2026 (as of Oct. 5). This continues a monster winning streak that has seen the shares increase by more than 1,110% over the past five years, catapulting the business to a $5.8 trillion market capitalization.
There's one obvious reason this artificial intelligence (AI) stock is a screaming buy in October. There's also one reason to be wary.
Image source: The Motley Fool.
Valuation is one reason why Nvidia looks like a no-brainer buying opportunity this month. Shares currently trade at a forward price-to-earnings ratio of 24.9. This is what the market is asking you to pay for a dominant business that posted year-over-year revenue and net income growth of 106% and 126%, respectively, in the most recent fiscal quarter (Q2 2027 ended July 26).
The ongoing AI build-out, measured by the five big hyperscalers on track to easily exceed $1 trillion in capital expenditures in 2027, is unprecedented. Nvidia has gained the most financially from this surge in spending.
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It's also wise for investors to be a bit cautious, however. No one has the slightest idea about how long this AI build-out boom will last. Durability is the biggest unknown variable. If the hyperscalers don't see adequate returns on invested capital, the impact will be felt up the value chain. Demand for Nvidia's graphics processing units would be under pressure, which would adversely affect the stock price.
The market isn't forgiving when it comes to decelerating growth trends.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
Tržby Netflixu ve 2. čtvrtletí vzrostly o 13,4 % na 12,56 mld. USD, zatímco akcie od začátku roku 2026 klesly o 26,44 %. Reklama má v roce 2026 přinést zhruba 3 mld. USD.
Netflix shares have dropped 26% this year even as revenue keeps climbing, and a largely overlooked segment of its business could be the catalyst that catches investors off guard.
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Our 24/7 Wall St. price target for Netflix (NASDAQ:NFLX | NFLX Price Prediction) is $89.74. That means 30.64% upside from the latest close of $68.69. Our model rates its confidence as high.
Metric Value Current Price $68.69 24/7 Wall St. Price Target $89.74 Upside/Downside 30.64% Model Signal Bullish Confidence Level High Netflix’s business keeps growing despite market pressure. Advertising should roughly double to about $3 billion in 2026. Live events and games add newer revenue streams. Investors appear to be pricing in a slowdown the reported numbers have yet to show.
Shares Slide 26% in 2026 as Revenue Keeps Climbing NFLX is down 1.89% over the past week, 11.86% over the past month and 26.44% year to date. It trades about 45% below its 52-week high of $124.86 and roughly 5.5% above its low of $65.08.
Q2 revenue rose 13.4% to $12.56 billion, slightly missing the $12.58 billion estimate. EPS of $0.80 beat consensus of $0.7883, and operating margin reached 33.4%.
Earlier this year, Netflix walked away from its Warner Bros. deal and collected a $2.80 billion termination fee. A rival’s merger with Warner Bros. has now closed, and Barron’s says Netflix comes out of that as the better stock (Barron’s). Netflix put its free cash into buybacks instead, buying back $4.7B of stock in Q2, its largest buyback quarter ever.
How Our Model Arrives at $89.74 The 24/7 Wall St. price target combines standard valuation metrics with factor-based adjustments. It considers a trailing P/E of 21 on TTM EPS of $3.18, a forward P/E of 19, and the analyst consensus target of $92.84. That consensus comes from 28 Buy, 7 Strong Buy, 15 Hold and 1 Sell ratings.
Advertising Could Power a Run to $106 Ad revenue exceeded $1.50 billion in 2025. The advertiser count has rose 70% to more than 4,000, and the ad tier accounts for over 60% of sign-ups in ad markets. Management called the narrowing pricing gap between the ad tier and the standard plan “near-term under-realized revenue growth.”
Live programming takes 5% of the content budget, yet it produced six out of top 10 new-member sign-up days over five years. On games, monthly active players for cloud titles have grow 11x, inside a market of roughly $150 billion in consumer spending.
If Netflix reaches the high-end 2027 EPS estimate of $4.09 and the stock gets a 26x multiple, shares would be worth $106.34, about 55% upside.
What Could Keep Netflix Stuck Below $70 Q2 free cash flow fell 32.73%, and content amortization grew faster than revenue. Netflix has $1 billion of debt to refinance, along with FX exposure and competition from Walt Disney (NYSE:DIS), Amazon (NASDAQ:AMZN) and YouTube.
Much of the cash flow drop came from higher cash taxes tied to the termination fee. Full-year free cash flow guidance held at about $12.5 billion. If earnings come in at the low 2027 estimate of $3.48 and the stock trades at 17x, it would be worth $59.16, about 13.9% downside.
Netflix Trades Between Disney’s Discount and a Peer’s Premium Company Forward P/E Quarterly Revenue Growth (YoY) Netflix 19 13.4% Disney 14 6.8% Roku (NASDAQ:ROKU) 39 21.9% Disney trades at a cheaper 14x forward earnings, but its quarterly earnings fell 48.3%, so Netflix’s premium looks gets. Roku commands 39x forward earnings on revenue growth of 21.9%. The 24/7 Wall St. price target at roughly 24x falls between those two.
Netflix Price Prediction 2026-2030 My 24/7 Wall St. price target remains at $89.74 with high confidence. Advertising is the key variable for the outlook. Investors exploring the stock can track whether ad revenue reaches about $3 billion and whether margins hold near guidance.
For 2026, our model applies today’s multiple to the 2026 consensus EPS of $3.5836. From 2028 forward, it assumes 10% annual EPS growth at a steady 24x multiple.
Year 24/7 Wall St. Price Target 2026 $76.08 2027 $89.74 2028 $98.71 2029 $108.59 2030 $119.44 These projections assume Netflix executes on its current strategy. Faster ad monetization could push results higher, while grow content costs could push them lower.
Contact [email protected] for any questions or corrections.
Společnost Delta Air Lines má čtvrtletní dividendu ve výši 21,5 centu na akcii; analytici před zveřejněním výsledků za 3. čtvrtletí očekávají zisk na akcii 1,76 USD a tržby 18,92 mld. USD.
Delta Air Lines, Inc. (NYSE:DAL) will release third-quarter earnings before the opening bell on Friday, Oct. 9.
Analysts expect the air carrier to report quarterly earnings of $1.76 per share, up from $1.71 per share a year ago. The consensus estimate for DAL’s quarterly revenue is $18.92 billion. It reported $16.67 billion last year, according to Benzinga Pro.
Ahead of quarterly earnings, Susquehanna analyst Christopher Stathoulopoulos maintained a Positive rating on Delta Air and lowered the price target from $105 to $100, while Bernstein analyst David Vernon maintained an Outperform rating and cut the price target from $106 to $100.
With the recent buzz around Delta Air Lines, some investors may be eyeing potential gains from the company’s dividends. Currently, Delta Air Lines has an annual dividend yield of 1.04%, with a quarterly dividend of 21.5 cents per share (86 cents a year).
So, how can investors exploit its dividend yield to pocket a regular $500 monthly?
To earn $500 per month, or $6,000 annually, from dividends alone, you would need an investment of about $578,882, or around 6,977 shares. For a more modest $100 per month ($1,200 per year), you would need $115,743 or about 1,395 shares.
To calculate: Divide the desired annual income ($6,000 or $1,200) by the dividend ($0.86 in this case). So, $6,000 / $0.86 = 6,977 ($500 per month), and $1,200 / $0.86 = 1,395 shares ($100 per month).
Note that dividend yield can change on a rolling basis, as dividend payments and stock prices both fluctuate over time.
How that works: The dividend yield is computed by dividing the annual dividend payment by the stock’s current price.
For example, if a stock pays an annual dividend of $2 and is currently priced at $50, the dividend yield would be 4% ($2/$50). However, if the stock price increases to $60, the dividend yield drops to 3.33% ($2/$60). Conversely, if the stock price falls to $40, the dividend yield rises to 5% ($2/$40).
Similarly, changes in dividend payments can affect the yield. If a company increases its dividend, the yield will also increase, provided the stock price stays the same. Conversely, if the dividend payment decreases, so will the yield.
DAL Price Action: Delta Air Lines shares fell 0.8% to close at $82.97 on Wednesday.
Konsenzus zisku na akcii (EPS) společnosti Delta Air Lines pro 3. čtvrtletí za měsíc klesl o 10,9 % na 1,88 USD, tedy pod spodní hranici výhledu společnosti ve výši 2,00 USD.
Analysts slashed their Delta Air Lines earnings estimates below the airline's own guidance, yet nearly all 25 analysts kept their Buy ratings intact. Something has to give when Delta reports Friday morning, and the gap between Wall Street's math and…
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Wall Street has cut its numbers for Delta Air Lines (NYSE: DAL | DAL Price Prediction) below the airline’s own guidance, but the Buy ratings remain in place. Delta reports third-quarter results before the opening bell on Friday, October 9. For the shareholders, this gap is the story.
Analysts Lowered the Number but Kept the Recommendation Last quarter, adjusted EPS of $1.56 beat estimates, while revenue of $17.67 billion came in below them. Delta’s results release said the company “delivered $1.4 billion in pre-tax profit while absorbing the highest quarterly fuel expense in our history.” Fuel averaged $3.93 per gallon.
AlphaStreet reports that the consensus has dropped 10.9% in a month, from $2.11 to $1.88. That puts it under the $2.00 low end of the guidance range topped at $2.50. The ratings point the other way: nearly all the 25 ratings are Buy or better. The average price target is $101.85, against a recent price of $82.97. Shares are up 20.1% year to date. Either Delta will reset expectations lower, or analysts have cut too far. The ratings suggest Wall Street leans toward the latter.
Revenue Still Grows While Earnings Estimates Shrink Metric Consensus Prior Year Implied Growth Q3 EPS $1.88 $1.71 9.9% Q3 Revenue $18.92B $16.67B 13.5% FY 2026 EPS $5.87 $5.82 0.8% FY 2026 Revenue $73.56B $63.36B 16.1% The full-year EPS consensus also trails Delta’s confirmed $6.50 to $7.50 range. With revenue still expected to grow, the pressure on earnings is coming from costs.
Fuel Recovery and Flight Reliability Decide This Quarter Fuel hedging means locking in future fuel prices with financial contracts. It works when prices spike and backfires when they fall. On the Odd Lots episode How Airlines Actually Hedge Higher Fuel Prices, guest David Kang, a former group treasurer at Qatar Airways, said that “a lot of airlines in 2020 lost a lot of money fuel hedging. Delta dropped over $1 billion.” Many carriers now skip hedging and pass costs on through fares. Delta’s partial offset is its own refinery. Its guidance assumes fuel at $3.15 per gallon.
Consumer advocate Clark Howard said on his September 18 podcast that “Delta is having the worst cancellation rate in the industry, I think.” That is one commentator’s view, and Delta does not report it as a metric. Still, cancellations cost money through rebooking, crew repositioning, hotel vouchers, and compensation, and they wear down the premium brand that supports Delta’s higher fares. Listen for completion factor (the share of scheduled flights actually flown) and any comments on staffing.
Friday Tests Whether Delta Earns a Growth Multiple On Mad Money in July, Jim Cramer said that if airlines are “becoming secular growth winners and not just boom and bust cyclical stocks, you’re going to start to see these stocks get re-rated higher.” Cyclical stocks trade at low multiples because their profits rise and fall with the economy. If Delta protects its margin while costs rise, that supports the growth case. In September, Cramer took the bear side, warning that with Treasuries at 5.3%, airlines “can’t expand, they can’t grow.”
Here is what to watch for, in order:
EPS inside or below guidance Unit revenue (revenue per seat mile) and premium demand Fuel cost per gallon Reliability An operating margin that holds inside the 11% to 13% forecast range matters most.
Contact [email protected] for any questions or corrections.
Nejvyšší soud Spojených států zvažuje, zda federální právo brání žalobě okresu Boulder proti společnostem Exxon a Suncor za škody související se změnou klimatu; rozhodnutí může ovlivnit obdobné spory.
Eight justices must decide whether federal law blocks Boulder's state claims, leaving a possible deadlock. Summary
The ruling could reshape litigation exposure far beyond one Colorado lawsuit.
Exxon Mobil XOM, the integrated oil-and-gas producer, traded at $163.66, down approximately 0.5% at 12.09pm EST on October 7, as a Supreme Court case put climate liability back in focus. According to AP's reporting, the dispute could shape whether Boulder and other communities can pursue damages against oil producers. The stakes stretch well beyond one local lawsuit.
The court heard arguments on October 5 in Suncor Energy v. Commissioners of Boulder County, docket 25-170. Exxon and Suncor argue that federal law blocks Boulder's state claims. Boulder argues it wants compensation for local damage and allegedly misleading conduct. That distinction matters: the justices must consider whether those claims can proceed despite federal authority over emissions.
Justice Samuel Alito's recusal leaves eight justices participating. A tie would leave Colorado's ruling intact and let the case continue; a ruling favoring the producers could narrow the path for similar lawsuits. Meanwhile, the valuation graphic puts Exxon 24.55% above its $131.40 GF Value estimate, suggesting the shares already carry a substantial premium. Investors have two questions to weigh: how far the legal precedent reaches, and how much valuation cushion remains.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
American Express v roce 2027 otevře na letišti v Newarku dvoupatrový salonek Centurion o rozloze více než 30 000 čtverečních stop. Půjde o největší salonek v její síti.
American Express is making another big bet on airport lounges, and its next expansion includes what will become the largest Centurion Lounge in its network.
The company announced plans to open new Centurion Lounges at Newark Liberty International Airport and London Heathrow on Thursday, along with plans to significantly expand its existing spaces in the Philadelphia and Houston airports.
American Express (Amex) is calling it the largest expansion of the Centurion Lounge network to date.
The headline addition is Newark.
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Amex had previously announced plans for an 18,000-square-foot lounge at the airport, but it has now expanded those plans to more than 30,000 square feet. The two-story lounge is scheduled to open in Terminal A in 2027.
Once it opens, American Express says it will become the first credit card issuer to operate proprietary lounges at all three major New York City-area airports. The company already operates Centurion Lounges at John F. Kennedy International Airport and LaGuardia Airport.
“Since opening our first Centurion Lounge more than a decade ago, we continue to find ways to meet the growing demand for our premium airport lounge experiences,” said Audrey Hendley, president of American Express Travel. “As the Centurion Lounge Network grows, we’re investing in the lounges our Card Members already know and love while continuing to open new spaces.
Cisco ve 4. fiskálním čtvrtletí zvýšilo tržby o 17,6 % na 17,25 mld. USD a dosáhlo zisku na akcii (EPS) ve výši 1,22 USD, čímž překonalo očekávání trhu.
Cisco just posted its fifth straight earnings beat while AI infrastructure orders piled up, but the real question is whether the valuation still leaves room to run or whether this rally has already priced in the upside.
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The 24/7 Wall St. price target for Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) is $132.90 over the next 12 months. Shares trade at $117.71 this morning, so the target means 12.9% upside. The model gives Cisco a buy rating with high confidence.
24/7 Wall St. Price Target Summary Metric Value Current Price $117.71 Price Target from 24/7 Wall St. $132.90 Upside 12.9% Recommendation BUY Confidence Level 90% Cisco has changed from a slow-growth dividend payer into one of the cleaner ways to own AI networking. Our target sits a bit below the consensus analyst target of $136.16 because the model reduces mega-cap upside on purpose. Even so, it points higher from here.
AI Orders Fueled a 55.6% Rally This Year Cisco is up 10.48% over the past week, 8.2% over the past month and 55.6% year to date. Shares sit 9% below the 52-week high of $129.38 and 79.4% above the low of $65.60.
Fiscal Q4 revenue came in at $17.25 billion, up 17.6% and ahead of the $16.83 billion estimate. Non-GAAP EPS of $1.22 exceeded the $1.17 consensus, Cisco’s fifth straight beat. AI infrastructure orders reached $9.3 billion for fiscal 2026. Management forecast fiscal 2027 revenue to $72.2 billion to $73.4 billion and EPS to $5.05 to $5.11.
Why Bulls See $139 and Beyond Our bull case reaches $139.29. Hyperscaler AI revenue is expected to hit $7.5 billion in fiscal 2027. Cisco also holds three P200 scale-across design wins, and Wi-Fi 7 now makes up more than 50% of wireless orders.
CEO Chuck Robbins said, “We believe we’re only at the beginning of this super cycle.” Analysts agree: 5 rate Cisco a Strong Buy, 14 a Buy and 9 a Hold, and none rate it a Sell.
Margin Pressure Is the Risk to Watch Our bear case comes to at $110.74. Non-GAAP gross margin slid to 66.3% from 68.4%, and the CFO warned of “a slight gross margin headwind” through fiscal 2027.
Price increases added about five points to Q4 growth, which flatters volume. To be fair, operating margin still rose to 35.9% from 34.3%. Cash fell 23.8%, but that reflects $12.7 billion returned to shareholders.
Cisco Looks Cheap Next to Arista and HPE Arista Networks (NYSE:ANET) is Cisco’s most direct AI data-center rival. Arista increased revenue 37.69% last quarter but trades at 77x earnings. Cisco trades at an implied 27x trailing and 23x forward earnings.
Hewlett Packard Enterprise (NYSE:HPE) is now a larger enterprise networking rival after buying Juniper Networks. Its networking revenue increased 74.9%, a figure raised by the deal, while its non-GAAP operating margin was 16.2%. The 24/7 Wall St. price target looks conservative against both peers.
Company P/E Latest Qtr Revenue Growth Non-GAAP Op. Margin Cisco 27 17.6% 35.9% Arista 77 37.69% 49.9% HPE 1,643 32.72% 16.2% Cisco Price Prediction 2026-2030 The 24/7 Wall St. price target of $132.90 comes with a buy rating and 90% confidence. What tips the scale for me is AI growth at a valuation far below Arista’s (we rounded up seven companies driving the AI data-center expansion, from power to networking, which you can find here).
The setup strengthens if hyperscaler AI revenue tracks toward $7.5 billion while operating margin holds near 35%. It weakens if gross margin compression speeds up or hyperscaler orders stall. On the current data, Cisco’s new growth phase looks real.
The 24/7 Wall St. price target model projects where Cisco could trade, assuming current growth and market conditions hold.
Year Price Target from 24/7 Wall St. 2026 $121.63 2027 $133.14 2028 $146.53 2029 $160.22 2030 $171.46 The projections assume Cisco keeps executing on Silicon One, optics and security. Big moves either way could come from changes in hyperscaler capital spending or tariff policy.
Contact [email protected] for any questions or corrections.
Travelers má ve třetím čtvrtletí vykázat zisk 7,13 USD na akcii a tržby ve výši 11,02 mld. USD, oproti 8,14 USD na akcii a 11,13 mld. USD ve stejném období loňského roku.
The Travelers Companies, Inc. (NYSE:TRV) will release its third quarter earnings report before the opening bell on Friday, Oct. 16.
Analysts expect the New York-based company to report quarterly earnings of $7.13 per share, down from $8.14 per share in the year-ago period. The consensus estimate for TRV’s quarterly revenue is $11.02 billion. It reported $11.13 billion last year, according to Benzinga Pro.
On July 17, Travelers Companies reported better-than-expected second-quarter financial results.
Shares of Travelers fell 0.1% to close at $360.61 on Wednesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Mizuho analyst Yaron Kinar maintained a Neutral rating and cut the price target from $348 to $345 on Oct. 7, 2026. This analyst has an accuracy rate of 62%. Evercore ISI Group analyst David Motemaden maintained an In-Line rating and raised the price target from $338 to $342 on Sept. 21, 2026. This analyst has an accuracy rate of 54%. Roth Capital analyst Harry Fong maintained a Buy rating and increased the price target from $345 to $425 on July 21, 2026. This analyst has an accuracy rate of 67%. Barclays analyst Alex Scott maintained an Underweight rating and boosted the price target from $295 to $318 on July 21, 2026. This analyst has an accuracy rate of 67%. Morgan Stanley analyst Bob Huang maintained an Underweight rating and raised the price target from $290 to $330 on July 21, 2026. This analyst has an accuracy rate of 50%. Considering buying TRV stock? Here’s what analysts think:
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StrikePoint Gold dokončil akvizici ložiska Northumberland od Newmontu; projekt v Nevadě má indikované zdroje ve výši 2,86 mil. uncí ekvivalentu zlata a odhadované zdroje ve výši 1,57 mil. uncí ekvivalentu zlata.
Vancouver, British Columbia--(Newsfile Corp. - October 8, 2026) - StrikePoint Gold Inc. (TSXV: SKP) (OTCQB: STKXF) ("StrikePoint" or the "Company") is pleased to announce that it has completed its previously announced acquisition (the "Transaction") of the Northumberland Gold Project ("Northumberland" or the "Project") located in Nevada's Walker Lane, from subsidiaries of Newmont Corporation ("Newmont") (NYSE: NEM). Trading has resumed following closing of the Transaction and will reflect the consolidation, announced on September 29, 2026.
StrikePoint Gold Highlights:
The Northumberland Gold Project hosts an independent mineral resource estimate ("MRE") of 2.86 million oz ("Moz") of gold equivalent ("AuEq") in the indicated category and 1.57 Moz of AuEq* in the inferred category contained within 67 million tonnes ("Mt") and 31 Mt, respectively.* For grades by individual metals, see Table 1 below, which includes the basis of the AuEq calculation. Brownfields site on private land potentially simplifies permitting: The current MRE for Northumberland is contained on private property which previously hosted open pit production.StrikePoint is funded to significantly advance Northumberland. With approximately C$90M in working capital post closing and related costs the Company is positioned to rapidly advance the Project. Regional Exploration Package: In addition to the known mineral resources at Northumberland, numerous near-pit and property-wide exploration targets offer potential for further additions to the mineral resource.Exploration Opportunities: Northumberland has not been explored since approximately 2010, when the gold price was much lower. Drill Permits in Place: Five separate drill permits are currently in place and are expected to facilitate rig mobilization and efficient exploration on both private and public land, subject to applicable permit transfer or replacement requirements.Strong Shareholder Base: Tembo Capital, Ithaki and Blackrock combined own more than 40% of the Company, and new shareholders represent more than 90% of the current shareholders of the Company. Michael G. Allen, President and CEO of StrikePoint, said "Northumberland represents a transformational acquisition for StrikePoint. While the current resource is significant, I am particularly excited by the exploration potential seen to date. We anticipate commencing drilling within a month with the goal of expanding and infilling the existing mineral resource. In addition, new untested targets are emerging and may be drilled in 2027. I would like to thank all the talented individuals that helped with the effort to acquire the Northumberland Gold Project and I look forward to the first exploration efforts on the Project in over 15 years."
The Northumberland Gold Project
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/5044/318008_94462ddf54d0ab84_002full.jpg
References to active mines and other mineral projects is for illustration purposes only. There can be no assurances the Company will achieve comparable results.
Project Location & Infrastructure
Northumberland is located approximately 150 kilometers by road from Tonopah, Nevada. Access is via paved highway and all-weather county road. Northumberland is located within the Walker Lane of Nevada. The Walker Lane is a prolific mineral trend with significant historical production, new discoveries (including AngloGold's Arthur Gold Project as well as Centerra's Goldfield Project, both currently under construction) and operational mines including the Round Mountain Mine operated by Kinross. Northumberland's mineralization is considered to be Carlin-style: sediment hosted with fine disseminated gold. References to other mining projects and operations are for geographic context only and are not intended to imply comparable economics, resources, or production potential.
Project History
Gold was initially discovered at Northumberland in the late 1800s. Significant oxide mineralization was discovered in the 1930s and was mined intermittently by various operators until 1991. Interests in the property were transferred to Nevada Western Gold LLC, which became a subsidiary of New West Gold in 2005. Fronteer Gold acquired Nevada Western's interest in Northumberland in 2007, before Fronteer, including Northumberland, was acquired by Newmont in 2011.
Initial Mineral Resource Estimate
The current MRE represents StrikePoint's initial MRE for the Project. The available drilling information includes 1,511 reverse-circulation and 37 core holes, drilled by previous operators of the Project, including Cyprus Mines Corporation, Western States Minerals Corporation, Newmont USA Limited, and Fronteer Development Group Inc. StrikePoint has not yet carried out any drilling or exploration activities at the Project.
The MRE was prepared by Mr. Hebert Lopes Oliveira, B.Sc., P.Geo., Principal Resource Geologist at SLR Consulting (Canada) Ltd. ("SLR"), who is an independent Qualified Person ("QP") for the purposes of National Instrument 43-101 Standards of Disclosure for Mineral Projects ("NI 43-101"). The MRE has an effective date of July 31, 2026 and uses the CIM (2019) Estimation of Mineral Resources and Mineral Reserves (MRMR) Best Practice guidelines and the CIM (2014) definitions for Mineral Resources. SLR has estimated a mineral resource as follows:
Indicated Resource: 67,008 kt containing 2.71 Moz of gold ("Au") grading at 1.26 g/t Au with 11.60 Moz of silver ("Ag") grading at 5.38 g/t Ag. Combined, the gold and silver indicated mineral resource equates to 2.86 Moz of AuEq* at an average grade of 1.33 g/t AuEq*. Inferred Resource: 30,967 kt containing 1.52 Moz of gold at a grade of 1.53 g/t Au with 4.26 Moz of silver at a grade of 4.28 g/t Ag. Combined, the gold and silver inferred mineral resource equates to 1.57 Moz of AuEq* at an average grade of 1.58 g/t AuEq*. * For grades by individual metals, see Table 1 below, which includes the basis of the AuEq calculation.
Table 1: Northumberland Resource Estimate (Effective Date of July 31, 2026)
Category Tonnage
(kt) Grade
(g/t Au) Grade
(g/t Ag) Grade
(g/t AuEq*) Contained Metal
(Au oz) Contained Metal
(Ag oz) Contained Metal
(AuEq* oz) Indicated 67,008 1.26 5.38 1.33 2,709,000 11,599,000 2,857,000 Inferred 30,967 1.53 4.28 1.58 1,519,000 4,260,000 1,568,000 Notes: The MRE was prepared by Mr. Hebert Lopes Oliveira, B.Sc., P.Geo., Principal Resource Geologist at SLR, who is an independent Qualified Person (QP) for the purposes of National Instrument 43-101 Standards of Disclosure for Mineral Projects (NI 43-101). This is the initial MRE for StrikePoint, and reflects revised price, cost, and technical assumptions over historical MREs, which should not be relied on. The MRE incorporates the CIM (2019) Estimation of Mineral Resources and Mineral Reserves (MRMR) Best Practice guidelines and the CIM (2014) definitions were followed for Mineral Resources. Metallurgical recoveries consider oxidation state as defined by sulphide content: < 0.5% (oxide) and ≥ 0.5% (fresh), and further subdivide fresh material into low, medium and high preg robbing categories as estimated from preg robbing values (PRV) and assumed as follows: Oxide material: 75% for both Au and Ag Fresh, low PRV material: 90% Au; 70% Ag Fresh, medium PRV material: 80% Au; 60% Ag Fresh, high PRV material: 60% Au; 40% Ag Gold Equivalent (AuEq) = Au(g/t) + (Ag(g/t) x (Ag price x Ag recovery / Au price x Au recovery)).Mineral Resources are estimated at variable AuEq cut-off grades based on long term prices of US$3,500 per gold ounce and US$55 per silver ounce and Au and Ag recoveries by material type as follows: 0.16 g/t (oxide); 0.31 g/t (fresh, low PRV); 0.35 g/t (fresh, medium PRV); and 0.47 g/t (fresh, high PRV). Mineral Resources are reported within an optimized pit shell, using the following assumptions: Overall pit slope angles of 45° Mining costs of US$2.12/tonne (t) mined G&A costs of US$1.35/t milled Processing costs of US$12/t milled (oxide); US$30/t milled (sulphide) In situ bulk density is 2.6 t/m3. Mineral Resources that are not Mineral Reserves do not have demonstrated economic viability. There are no Mineral Reserves at Northumberland. This Mineral Resource estimate includes Inferred Mineral Resources which have had insufficient work to classify them as Indicated Mineral Resources. It is uncertain but reasonably expected that Inferred Mineral Resources could be upgraded to Indicated Mineral Resources with continued exploration. Numbers may not add or multiply accurately due to rounding. The effective date of the Mineral Resource Estimate for Northumberland is July 31, 2026 The QP is not aware of any environmental, permitting, legal, title, taxation, socio-economic, marketing, political, or other relevant factors not discussed in this news release and the Technical Report that could materially affect the Mineral Resource estimate. Table 2: Pit Optimization Parameters and Calculation of Marginal Cut-Off Grades
Parameter Units Non Preg-
Robbing (Oxides) Low Preg-
Robbing Medium Preg-
Robbing High Preg-
Robbing Gold Price US$/oz3,500 3,500 3,500 3,500 Gold Payability %99.5 99.5 99.5 99.5 Selling Cost (Transport & Refining) US$/oz Au5.00 5.00 5.00 5.00 NSR Price US$/oz Au3,495 3,495 3,495 3,495 Metallurgical Recovery %75 90 80 60 Unit Operating Costs (Process + G&A) US$/t milled13.35 31.35 31.35 31.35 Marginal Cut-off Grade g/t0.16 0.31 0.35 0.47 The Northumberland deposit is open in multiple directions, and the property package has targets that may be subject to future exploration. Any potential expansion of the MRE would be subject to the results of further exploration.
Qualified Person Statement
All technical data and scientific data, as disclosed in this news release, have been reviewed and approved by Michael G. Allen, P.Geo., President and CEO of the Company. Mr. Allen is a qualified person as defined under the terms of NI 43-101.
About StrikePoint
StrikePoint is a Vancouver-based multi-asset gold exploration company focused on acquiring, defining and developing precious metals resources in the Western United States. StrikePoint's flagship project is the 100% owned Northumberland Gold Project located in Nevada's Walker Lane. In addition to Northumberland, StrikePoint owns a portfolio of exploration properties in Nevada, including the Hercules and Cuprite Gold Projects.
About Nevada
Nevada is one of the most globally recognized mining jurisdictions in the world, with over 218 Moz Au produced to date. Multiple large mining companies operate mines in the state, including Nevada Gold Mines (Barrick/Newmont), Kinross, SSR Mining, McEwen Mining, and Integra Resources.
ON BEHALF OF THE BOARD OF DIRECTORS OF STRIKEPOINT GOLD INC.
"Michael G. Allen"
Michael G. Allen
President, Chief Executive Officer & Director
For more information, please contact: StrikePoint Gold Inc. Michael G. Allen, President, CEO & Director Knox Henderson, Head of Investor RelationsT: (604) 374-8381 T: (604) 551-2360E: [email protected] E: [email protected]: www.strikepointgold.com Cautionary Statement on Forward-Looking Information
Certain statements made and information contained herein may constitute "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian and United States securities legislation. These statements and information are based on facts currently available to the Company and there is no assurance that actual results will meet management's expectations. Forward-looking statements and information are characterized by such terms as "anticipate", "target", "estimate", "plan", "expect", "potential", variants of these words and other similar words, phrases, or statements that certain events or conditions "could", "may", "will", or "would" occur. These forward-looking statements or information relate to, among other things: the intended use of the Company's balance sheet; the payment of the contingent consideration to Newmont following completion of a Feasibility Study and the achievement of certain commercial production milestones at Northumberland; the MRE, including the potential upgrade of Inferred Mineral Resources to Indicated Mineral Resources with continued exploration; the Company's exploration and development plans for Northumberland and the results thereof, including the exploration targets described herein and the potential expansion of the MRE; the potential for the location of the MRE on private land to simplify permitting; and the expectation that existing drill permits will facilitate rig mobilization and efficient exploration, and the transfer or replacement of such permits following closing; the timing of the commencement of drilling, and the results thereof; and the assumptions used to define the mineral resources, including costs and assumed recoveries.
Such forward-looking information and statements are based on numerous assumptions, including, among others, that the MRE will not be materially revised, that further exploration at Northumberland will produce results consistent with management's expectations, that the Company will complete a Feasibility Study and achieve certain commercial production milestones at Northumberland as currently contemplated, that existing drill permits will be successfully transferred or replaced following closing, that required permits and approvals will be obtained on a timely basis, that trading in the Shares will resume on the TSXV within the timeframe anticipated by management, and that the Company will have access to sufficient capital to fund its planned exploration and development activities. Although the assumptions made by the Company in providing forward-looking information or making forward-looking statements are considered reasonable by management at the time, there can be no assurance that such assumptions will prove to be accurate and actual results and future events could differ materially from those anticipated in such statements.
All of the forward-looking statements made in this document are qualified by these cautionary statements. Important factors that could cause actual results to differ materially from the Company's plans or expectations include risks relating to: business integration risks; the accuracy of the MRE, which is based on assumptions regarding metal prices, cut-off grades, recoveries and other parameters that may prove incorrect; the fact that Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability; the risk that further exploration will not result in the delineation of additional mineral resources at Northumberland or the upgrade of Inferred Mineral Resources to Indicated Mineral Resources; delays in, or failure to complete, a Feasibility Study or achieve certain commercial production milestones at Northumberland, which would affect the timing of the contingent payments to Newmont; the risk that existing drill permits may not be successfully transferred or replaced following closing; delays in the resumption of trading in the Shares; fluctuations in gold and silver prices; market conditions and access to capital; and other risks associated with the mining industry, including permitting, environmental, title and regulatory risks. Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking information, there may be other factors that cause results not to be as anticipated, estimated, forecast or intended and readers are cautioned that the foregoing list is not exhaustive of all factors and assumptions which may have been used. Should one or more of these risks and uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in forward-looking information. Accordingly, there can be no assurance that forward-looking information will prove to be accurate and forward-looking information is not a guarantee of future performance. Readers are advised not to place undue reliance on forward-looking information. The forward-looking information contained herein speaks only as of the date of this document. The Company disclaims any intention or obligation to update or revise forward-looking information or to explain any material difference between such and subsequent actual events, except as required by applicable law.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Cautionary Note for U.S. Investors Concerning Mineral Resources
This news release has been prepared in accordance with the requirements of the securities laws in effect in Canada, which differ from the requirements of United States securities laws. The terms "mineral resource", "measured mineral resource", "indicated mineral resource" and "inferred mineral resource" are defined in and required to be disclosed by NI 43-101; however, these terms are not defined terms under the U.S. Securities and Exchange Commission ("SEC") modernization rules, known as "S-K 1300", and are normally not permitted to be used in reports and registration statements filed with the SEC. Investors are cautioned not to assume that all or any part of a "measured mineral resource", "indicated mineral resource" or "inferred mineral resource" will ever be upgraded to a higher category or converted into mineral reserves in accordance with S-K 1300. "Inferred mineral resources" have a great amount of uncertainty as to their existence, and great uncertainty as to their economic and legal feasibility. Under Canadian rules, estimates of inferred mineral resources may not form the basis of feasibility or pre-feasibility studies, except in rare cases. Investors are cautioned not to assume that all or any part of an inferred mineral resource exists or is economically or legally mineable. Disclosure of "contained ounces" in a mineral resource is permitted disclosure under Canadian regulations; however, the SEC normally only permits issuers to report mineralization that does not constitute "reserves" by SEC S-K 1300 standards as in place tonnage and grade without reference to unit measures. Accordingly, information contained in this news release contains descriptions of the Company's mineral deposits that may not be comparable to similar information made public by U.S. companies subject to the reporting and disclosure requirements under the United States federal securities laws and the rules and regulations thereunder.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/318008
Source: StrikePoint Gold Inc.
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Akcie Realty Income za poslední měsíc klesly o 12,46 % na 53,35 USD, tedy poblíž 52týdenního minima. UBS ponechává doporučení „koupit“ s cílovou cenou 74 USD, což implikuje růstový potenciál 38,7 %.
Rising Treasury yields have pushed Realty Income near a 52-week low while peers sold off less, yet one analyst on Wall Street sees a dramatically different story unfolding for patient investors willing to bet against the rate panic.
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Realty Income (NYSE:O) trades at $53.35. Wall Street’s average price target is $66.39, which puts the stock about 24.4% below where analysts think it belongs.
Realty Income owns a large portfolio of single-tenant, net-lease properties and pays its dividend every month. It recently declared its 674th consecutive monthly dividend and its 136th monthly dividend increase. The most bullish call on the Street comes from Brent Dilts at UBS, who rates the stock Buy with a $74.00 target. From the current price, that implies about 38.7% upside, which stands out for a REIT whose shares are sitting near their 52-week low of $53.28.
Rising Treasury Yields Pushed Realty Income to a 52-Week Low The biggest driver was interest rates. The 10-year Treasury yield reached 5.27%, close to its one-year high of 5.31%. When risk-free bonds pay that much, a REIT yielding about 6% looks less attractive. Realty Income fell 12.46% over the past month and is down 5.61% over the past year.
Rates have been the whole story for income names here, which is why we put together a free guide on net-lease and other dividend payers built to hold up when yields spike, available here.
Second-quarter GAAP EPS of $0.37 missed the $0.4227 consensus, weighed down by a $54.2M real estate impairment. Net debt/EBITDAre rose to 5.4x from 5.2x. Revenue of $1.548B beat estimates, but the market focused on rising leverage and higher funding costs.
Hold-Heavy Coverage Still Points Well Above $53 Analysts focus on cash flow. Management raised 2026 AFFO guidance to $4.44-$4.45 and lifted its investment volume target to $10.0B from $9.5B. Second-quarter deals closed at a 7.3% initial cash yield. Occupancy held at 98.8%, and rent recapture came in at 102.7%.
The UBS case has three parts. Triple-net leases protect cash flow from rising operating costs. The ‘A’-grade balance sheet allows Realty Income borrow cheaply and expand into Europe, data centers and industrial assets. And steady AFFO growth should support total returns once rates settle down. The newer growth drivers include a $6B hyperscale data center JV and a euro-denominated joint venture with KKR (NYSE:KKR | KKR Price Prediction). On the earnings call, Sumit Roy, CEO at the time of the call, said “We feel great about the pipeline and about, you know, another strong second half of the year.”
Of the 24 analysts covering the stock, ratings break down as:
Strong Buy: 1 Buy: 6 Hold: 16 Strong Sell: 1 UBS keeps its Buy rating, but most of the Street sits on Hold. The next test is the third-quarter earnings report.
Net-Lease Peers Sold Off Together, but Realty Income Fell Hardest Rates pulled the entire group lower. Realty Income dropped the most among net-lease peers.
NNN REIT (NYSE:NNN) fell 10.73% to $39.84. Its target of $47.25 implies 18.6% upside.
Agree Realty (NYSE:ADC) lost 9.91% to $65.17. Its target of $82.89 implies 27.2% upside.
W. P. Carey (NYSE:WPC) fell 9.56% to $62.74. Its target of $78.14 implies 24.5% upside.
Agree has the largest consensus upside. Realty Income sits in the middle, with only the UBS target giving it a clear edge over peers.
Realty Income Trails the S&P 500 While Its Yield Climbs Near 6% The stock is down 1.55% so far this year, even as the S&P 500 is up 13.98%. Over the past year, Realty Income has lost 5.61%, while the index has gained 16.16%.
At $53.35, shares trade below both the 50-day moving average of $60.15 and the 200-day average of $61.78. The forward dividend of $3.258 works out to a yield of about 6.02%. The consensus target of $66.39 from 24 analysts implies 24.4% upside.
Realty Income’s Risk/Reward Hinges on Treasury Yields The bull case strengthens if Treasury yields level off below 5.3% and the company continues hitting AFFO guidance while investing near a 7% yield. That’s the path back to $66 and beyond. Things turn bearish if yields stay above 5.3%, as that contracts the spread between what Realty Income earns on new deals and what it pays to borrow. More impairments would add risk, especially since 65.7% of ABR comes from non-investment-grade tenants.
Near the 52-week low, the 6% monthly dividend provides steady income, and operating results don’t match the selloff. A return to $74 depends on rates turning.
Contact [email protected] for any questions or corrections.
Lemonade rozšířila své pojištění pro vozy Tesla s HW3 a FSD (Supervised) v14 Lite v Arizoně, Coloradu a Tennessee; při aktivním FSD (Supervised) zákazníci ušetří 30 % na mílích ujetých se zapnutým FSD.
Tesla drivers can now pay 30% less for miles driven with FSD (Supervised) v14 Lite engaged
, /PRNewswire/ -- Lemonade (NYSE: LMND) today announced that its Autonomous Car insurance now supports more Tesla vehicles. Drivers in Arizona, Colorado, and Tennessee with HW3 and the new FSD (Supervised) v14 Lite can now save 30% on miles driven with FSD engaged. Tesla drivers with HW4 and FSD v14.2 or newer continue to save 50% on those miles.
FSD Lite is Tesla's adaptation of its v14 software for vehicles equipped with HW3, Tesla's previous-generation onboard computer. According to Tesla, the build distills the driving behavior of Tesla's v14 software into the camera and configuration of AI3, addressing challenging driving scenarios with improved proactive and reactive responsiveness.
"Tesla has done something remarkable with v14 Lite by taking the intelligence from its newest hardware and making it available to owners of older Teslas," said Shai Wininger, President and Co-Founder of Lemonade. "We're excited to launch our support for the new FSD Lite with three states today, and more coming soon."
Lemonade Autonomous Car uses Tesla's Fleet API, which gives Lemonade access to vehicle data with a customer's permission, to distinguish between FSD (Supervised) engaged and human-driven miles and price each accordingly.
Tesla owners in Arizona, Colorado, and Tennessee can enroll in Autonomous Car pricing at tesla.lemonade.com/fsd. Additional savings are available when bundled with Lemonade Renters, Pet, or Home insurance.
*Full Self-Driving (Supervised) requires active driver supervision and does not make the vehicle autonomous.
About Lemonade
Lemonade's mission is to become the most loved insurance company in the world. As a customer-centric tech company, we created an insurance experience across Renters, Home, Pet, Car, and Life that is smart, instant, and delightful. Our team of 1,300+ Lemonade Makers make it possible for over 3M customers throughout the US, UK and Europe to get coverage instantly, with nearly half of claims paid in a matter of seconds. Powered by AI and social impact, Lemonade is a purpose-built, technology-first insurance carrier. A Certified B-Corp, our commitment to social impact is embedded in every aspect of the company, and our Giveback program, which donates a percentage of leftover premiums to nonprofits selected by our community, has donated over $12M to organizations in need.
Palantir ve 2. čtvrtletí zvýšil tržby o 93 % na 1,94 mld. USD a jeho provozní marže podle GAAP dosáhla 47 %; akcie se však obchodují za zhruba 59násobek anualizovaných tržeb.
A top-five analyst call meets a valuation near 59 times simple annualized second-quarter revenue. Summary
Exceptional growth has created an equally exceptional execution hurdle.
Palantir Technologies PLTR, the government-and-enterprise AI software company, rose approximately 0.3% to $192.68 around 11:24 a.m. ET on October 7. According to MarketWatch, Dan Ives included the company among his five favorite technology stocks heading into 2027. A bullish endorsement helps. Delivering the growth already baked into the price matters more.
The operating numbers pack a punch. Palantir's second-quarter release reported revenue of $1.94 billion, up 93%, while U.S. commercial revenue surged 149%. GAAP operating margin reached 47%, total contract value hit $3.37 billion, and cash plus short-term Treasury securities totaled $9.2 billion. That combination gives investors more than an AI growth story: it shows rapid expansion alongside substantial profitability.
The picture puts the shares 4.43% above the $184.51 GF Value estimate, suggesting a modest premium on that measure. But the broader sales multiple sets a much tougher hurdle. A roughly $458 billion market capitalization amounts to about 59 times second-quarter revenue multiplied by four—a simple annualization, not a forecast. Palantir's business is racing ahead. At this valuation, investors need that pace to last, because slower commercial growth or thinner margins could hit the multiple hard.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Micron Technology upřednostňuje zpětné odkupy akcií před splitem akcií; stávající schválený program činí 2,2 miliardy USD a firma plánuje zvýšit výnos pro akcionáře.
Micron Stock Keeps Soaring. Here's Why Investors Should Watch the Buybacks Instead Summary
Micron stock is soaring on AI-driven memory demand, but management appears more focused on buybacks than splitting the shares
Micron Technology MU is leaning toward returning excess cash through share repurchases rather than using a stock split as its four-digit share price draws attention.
The memory-chip maker ended fiscal 2026 with $133.19 billion in revenue and $84.97 billion in GAAP net income. Operating cash flow reached $89.68 billion, versus $17.53 billion a year earlier.
Micron said its current buyback authorization stands at $2.2 billion and that it expects to increase capital returns beginning Dec. 9. Chief Financial Officer Mark Murphy said the company plans to seek additional authorization in the near term.
The cash buildup reflects demand for memory used in artificial intelligence systems. Micron has signed 26 strategic customer agreements, which it estimates will represent more than 35% of revenue through 2030. The company expects fiscal 2027 free cash flow to remain strong while funding higher manufacturing and R&D spending.
A stock split could lower the price of each share without changing the company’s overall value. For now, management’s stated priority is reducing the share count through repurchases. Shares climbed 4.06% to $1,088 in Wednesday trading.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Odbory v největším závodě společnosti Micron na výrobu DRAM v Taoyuanu schválily oprávnění ke stávce poměrem 1 994 ku 14 a požadují podíl ve výši 15 % z provozního zisku; žádná stávka zatím nebyla vyhlášena ani nebyl stanoven její termín.
A union at Micron's largest DRAM production site just voted overwhelmingly to authorize a strike, and the result of one upcoming mediation session could determine whether that threat turns into something far more costly.
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Micron (NASDAQ:MU | MU Price Prediction) just reported the largest profits in its history. On Oct 7, 2026, the union at its Taoyuan, Taiwan operation said members voted 1,994 to 14 to authorize a strike over how those profits are split. Taiwan produced a majority of Micron’s DRAM output in 2025.
Yes votes were 99% of ballots cast, or 88.3% of the union’s 2,258 eligible members. The vote only authorizes a strike. No strike has been called, and no date or deadline has been set.
Shares fell about 2.8% before the open on the news. They then turned after an analyst set a Street-high price target and closed up 4.06% at $1,088.00.
What the Union Is Actually Asking For The union wants 15% of operating profit paid out through what it calls “an open and transparent profit-sharing system,” replacing Micron’s current incentive plan.
Union chair Jerry Lin spoke. He said, “We haven’t decided on an actual strike schedule yet.” The union is waiting for a Micron board meeting before deciding what to do next.
Members are being urged to take Monday, Oct. 19, 2026, off for a rally on Taipei’s Ketagalan Boulevard. The union itself says the rally is “not a strike.” Micron has said it takes the concerns seriously and is committed to good-faith engagement and mediation.
Micron employs about 15,000 people in Taiwan, and the Taoyuan and Taichung unions together represent more than 80% of them.
The larger Taichung union, with about 11,000 members, has not voted. It goes back to mediation with Micron on Oct. 22, 2026.
Taichung has enough members to slow output, making whatever it decides after mediation the bigger risk for Micron.
Record Profits Hand the Union Its Argument Fiscal fourth-quarter revenue reached $54.23 billion, up from $11.32 billion a year earlier. GAAP net income came in at $37.70 billion on a gross margin of 86.8%.
Fiscal 2026 net income was $84.97 billion, compared with $8.54 billion the year before. Chief executive Sanjay Mehrotra said, “Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027.”
At that margin, production costs take up only a small share of each sales dollar, making a bigger payout cheap for Micron and hard to refuse publicly.
Micron did announce a cash bonus for Taiwan staff in September worth about US$31,600, plus equity. The union wants payouts like that set by a formula instead of left to management.
Samsung Already Set the Price of a Settlement Samsung’s union called off a planned strike in May 2026 after a deal that set a bonus pool at 10.5% of chip-division operating profit.
That figure is below what Taoyuan is asking for and gives Micron a regional benchmark, and a deal in that range is much more likely than a stoppage.
Even a strike would hit a market that is short on supply. Management said it does “not have line of sight to when supply and demand will return to balance,”. When memory is tight, lost output pushes prices up for every seller, including Micron.
Micron is earning record profits. Management expects “greater tightness in the industry in 27 and in 28 versus 26,” and this dispute looks far more likely to end in a bonus pool than a closing.
The bear case is real. The stock is up 281.44% year to date, much of its DRAM output depends on one jurisdiction, and the larger union has not voted yet.
The test is Oct 22, 2026. If Taichung leaves mediation and schedules its own strike vote, the case for holding the stock drops, but if Micron’s board offers a profit-sharing formula before then, expect the dispute to blow over.
Contact [email protected] for any questions or corrections.
The final Micron (NASDAQ: MU) dividend of 2026 is coming later this month, when the technology company is once again going to reward its shareholders with some passive income.
Specifically, fourth-quarter Micron stock dividend has been declared to be paid on October 29, 2026, with the ex-dividend date as of October 14.
As in the previous quarter, Micron shareholders will receive $0.15 for each share they hold, meaning 100 MU shares are going to net a total of $15 in the final quarter of 2026.
With Micron stock trading around $1,088, a 100-share position would currently be worth approximately $108,800. That means the upcoming $15 dividend represents a quarterly cash yield of roughly 0.014% on a 100-share position at that price.
Micron’s next dividend. Source: Dividend.com
Looking at the figure, it is obvious that Micron’s dividend remains relatively small compared with the stock’s market value. However, the company has nevertheless raised its quarterly payout to $0.15 in 2026 from $0.115 in 2025, giving investors hope the number could go up even more next year.
Micron dividend 2026 As of October 9, the company offers a dividend yield of 0.06%, significantly below the 1.37% average yield for technology stocks. However, this highlights the fact that Micron is primarily viewed as a growth stock rather than a traditional income investment.
Indeed, its forward payout ratio stands at just 0.35%, indicating that only a very small portion of the company’s earnings is currently being returned to shareholders through dividends.
Likewise, the next dividend follows reports of a record fiscal 2026. Notably, the company reported $133.19 billion in full-year revenue and $84.97 billion in GAAP net income, while fourth-quarter revenue reached record levels amid strong demand for memory used in artificial intelligence (AI) and data-center applications.
As MU shares have also surged sharply over the past year, the recent financial results also prompted a wave of bullish Micron stock price revisions, which argued the market has not yet fully grasped the chipmaker’s long-term potential.
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Elon Musk potvrdil, že Terafab jedná s TSMC, což zpochybňuje roli Intelu jako hlavního partnera projektu i jeho šance získat klíčového externího zákazníka pro výrobu čipů.
Intel (INTC +0.55%) received a huge boost for the future of its foundry business after Elon Musk, CEO of both Space Exploration Technologies (SPCX -2.51%) and Tesla (TSLA -0.75%), shared plans for their Terafab joint venture. Intel officially joined the Terafab project the day after Musk announced his plans for end-to-end chip production in Texas. That's helped generate significant momentum in interest in Intel's foundry services over the last six months.
But Musk just confirmed that Intel's biggest rival could also play a role in the Terafab build-out. Taiwan Semiconductor Manufacturing (TSM -2.09%) could provide Terafab with a secondary source of manufacturing expertise and capacity, according to a report by Tim Culpan, which Musk confirmed. The news highlights some significant risks for Intel that investors need to consider.
Image source: The White House.
Musk needs more chips Musk has massive aspirations for both SpaceX and Tesla, and it will require significantly more compute power than either TSMC or Intel can currently provide. SpaceX plans to launch orbital data centers within a couple of years, and Tesla plans to scale production of its humanoid robot Optimus to 1 million units per year within five years. Additionally, Tesla sees significant potential to scale auto production as its robotaxi service expands.
Musk wants to use Terafab to vertically integrate the chip production needed for the two companies' endeavors. That's important to note, as he's not trying to compete with TSMC, Intel, or any other foundries for third-party services. So, the companies have little to lose by partnering with Musk to license technology and lend their expertise.
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When it looked like Intel would be the exclusive partner for Terafab, it suggested it had received a massive vote of confidence for its next-generation semiconductor manufacturing process, 14A. The partnership with Terafab would allow Intel to scale production more quickly and serve more customers with an anchor customer in hand. News of discussions between Musk and TSMC casts doubt on Intel's ability to meet Terafab's needs.
The advantages are clear for TSMC to partner with Terafab. Any agreement will likely include financial backing for the construction of new facilities in Texas. The leading chip manufacturer is reportedly considering building multiple chipmaking plants in the state, each with a price tag of at least $20 billion. That's on top of its plans to invest $265 billion in the U.S. already. Terafab would also provide a major customer, ensuring its capacity remains highly utilized.
Perhaps the biggest benefit is that it could keep Intel from making much progress against TSMC's foundry business. If TSMC wins the node for Terafab's production, Intel's foundry business will face a huge setback.
Intel's future depends heavily on finding a foundry customer Intel's foundry business generated $5.8 billion last quarter, up 31% year over year. However, $5.5 billion of that came from Intel's chipmaking business. As central processing unit (CPU) demand has increased thanks to advancements in AI, Intel has become a much bigger customer of its own foundry services. But if Intel wants to continue manufacturing its own chips, it needs to find an outside customer.
As mentioned, Intel is seeing strong interest in its 14A process, which may have been sparked by its Terafab partnership. It's since pulled forward its 14A production timeline by about one year. It'll deliver its process design kit (PDK) 0.9 to potential customers this month, enabling them to create prototype designs based on the architecture. It'll enter risk production next year and volume production in 2028, nearly at the same time as TSMC begins production on its comparable A14 chips.
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Based on both companies' estimates for performance and power-efficiency improvements over previous generations, Intel looks set to take the lead in both areas over TSMC with its next-generation production node. However, Intel Foundry CTO and operations officer Naga Chandrasekaran recently said 14A will deliver performance within 5% of TSMC's A14 production node, casting doubts on previous estimates. That comment may have pushed Terafab to reach out to TSMC.
It's still possible Intel will remain the leading manufacturing partner for Terafab, using its 14A process, while TSMC provides ancillary services or expertise. For example, TSMC is the leading advanced chip packager, accounting for about 95% of the market.
With the run-up in Intel's share price -- it's up 163% since the start of April -- and the stock now trading at 63 times forward earnings estimates, there are some high expectations built into the stock price. With the potential threat against one of its biggest catalysts, investors should think twice about buying the stock at this price.
Vancouver, British Columbia--(Newsfile Corp. - October 8, 2026) - First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV) (the "Company" or "First Majestic") announces that total production in the third quarter of 2026 from the Company's four producing underground mines in Mexico, namely, the Santa Elena Silver/Gold Mine ("Santa Elena"), the Los Gatos Silver Mine ("Los Gatos") (the Company holds a 70% interest in the Los Gatos Joint Venture that owns the mine), the San Dimas Silver/Gold Mine ("San Dimas"), and the La Encantada Silver Mine ("La Encantada") reached 3.4 million silver ("Ag") ounces, 29,552 gold ("Au") ounces, 13.3 million pounds of zinc ("Zn"), 7.8 million pounds of lead ("Pb") and 221,111 pounds of copper ("Cu").
Q3 2026 PRODUCTION HIGHLIGHTS
Silver Production (72% of guidance midpoint): The Company produced 3.4 million silver ounces in the quarter, reaching 72% of the 2026 revised guidance midpoint. The lower production was mostly driven by a labour dispute at San Dimas, which impacted the operations by 12 days in Q3 2026.
Silver Sales: The Company sold 3.5 million silver ounces in the quarter, on an attributable basis (4.0 million silver ounces on a 100% basis for Los Gatos), compared to 3.4 million ounces in the second quarter of 2026 (3.9 million on a 100% basis).
Gold Production (75% of guidance midpoint): The Company produced 29,552 gold ounces in Q3 2026, aligned to the Company's revised 2026 guidance, despite the labour disruptions at San Dimas.
Gold Sales: The Company sold 31,934 gold ounces in the quarter, compared to 32,681 ounces in the second quarter of 2026.
Continued Active Exploration: During the third quarter, the Company completed a total of approximately 78,475 metres ("m") of drilling across its mines in Mexico and the Jerritt Canyon Gold Mine in Nevada, USA ("Jerritt Canyon"). During the quarter, up to 33 drill rigs were active consisting of six rigs at Los Gatos, eight rigs at Santa Elena, 13 rigs at San Dimas, two rigs at La Encantada and four rigs at Jerritt Canyon.
Safety Performance: The consolidated Total Reportable Incident Frequency Rate ("TRIFR") was 0.61, while the Lost Time Incident Frequency Rate ("LTIFR") was 0.10, maintaining First Majestic as a leader amongst its peer group.
Sustainability Efforts: The Company received an aggregate score of 50 across multiple environmental, social and corporate governance topics in S&P Global's annual Corporate Sustainability Assessment published at the end of September. This score places the Company in the top 17% of mining companies globally.
"First Majestic remains focused on meeting its production guidance and, with a focus on controlling costs, looks forward to delivering enhanced profitability to investors through the rest of the year," said Keith Neumeyer, CEO. "Despite labour disruptions at San Dimas impacting operations and production, our team is working diligently to resolve the situation and return to normal operations as quickly as possible. At Santa Elena and Los Gatos, our mill and mine expansion projects continue to advance on schedule, with both expected to be completed in the near term. Meanwhile, La Encantada delivered another strong quarter of production. At Jerritt Canyon, the restart is progressing well and is ahead of plan in several key areas. We are accelerating recruitment efforts and site preparation activities as we work toward bringing this asset back into production and positioning it to make a meaningful contribution to the Company's future financial performance."
Attributable Consolidated Production Details:
Q3Q3Y/Y
Q2Q/Q20262025ChangeAttributable Consolidated Production Results2026Change1,088,708997,0029%Ore processed/tonnes milled1,040,3145%3,440,4473,863,673(11)%Silver ounces produced3,799,823(9)%29,55235,681(17)%Gold ounces produced34,660(15)%13,277,26413,894,548(4)%Zinc pounds produced16,484,603(19)%7,839,1827,653,7332%Lead pounds produced9,023,177(13)%221,111241,475(8)%Copper pounds produced252,938(13)%Consolidated production values include attributable ounces from the Los Gatos Silver Mine (70%).Q3 2026 Mine-by-Mine Production Details:
MineOre ProcessedTonnes per DayTonnes per Operating
DayAg
Grade (g/t)Au
Grade (g/t)Ag
RecoveryAu
RecoveryAg Oz ProducedAu Oz ProducedLos Gatos (100%)323,8413,5593,9942000.1886%48%1,778,826893Los Gatos (70%)226,6892,4912,7962000.1886%48%1,245,178625Santa Elena286,3823,1473,360582.1469%94%368,33318,489San Dimas229,1882,5193,2241331.5188%93%859,86910,386La Encantada346,4493,8073,9181320.0166%90%967,06752Certain amounts shown in this table may not add exactly to the total amount due to rounding differences.The metal prices used to calculate the silver equivalent ounces were as follows: silver: $52.00/oz, gold: $3,900/oz, lead: $0.90/lb., zinc: $1.35/lb, and copper: $4.80/lb.Los Gatos Silver Mine (reported on a 70% attributable basis):
During the third quarter, Los Gatos produced 1,245,178 ounces of silver, 13,277,264 pounds of zinc, 7,839,182 pounds of lead, 221,111 pounds of copper and 625 ounces of gold. While ore processed and milled increased 6% in the quarter compared to Q3 2025, production at Los Gatos was partially offset by lower silver grades, and slightly lower lead and zinc recoveries.
The mill processed a total of 226,689 tonnes of ore (3,994 tonnes per operating day "tpod" on a 100% basis), with head grades of 200 g/t silver, 3.82% zinc, 1.93% lead and 0.18 g/t gold. Management continues to focus on achieving sustainably higher mill throughput at Los Gatos by increasing mining rates toward a sustained increase in ore throughput of 4,000 tpod on a 100% basis in the second half of 2026.
Silver, zinc, lead and gold recoveries during the quarter averaged 86%, 70%, 81% and 48%, respectively.
During the quarter, up to six surface drill rigs completed 10,074 m of drilling on the property. Drilling continued at the Central Deeps and Northwest Deeps zones, as well as several greenfield targets. Drilling also commenced at Southeast Deeps to test the open extensions of the mineralized zone.
Santa Elena Silver/Gold Mine:
Santa Elena produced 368,333 ounces of silver, and 18,489 ounces of gold during the quarter representing decreases of 11% and 12% year-over-year, respectively. The decline in production was primarily attributable to lower silver and gold grades, partially offset by increased mill throughput and improved metallurgical recoveries, compared to the prior year period.
The mill processed 286,382 tonnes of ore (3,360 tpod) in the third quarter, 3% higher than the same period last year, and down 6% from record throughput of 305,369 tonnes in Q2 2026, as the Company continues advancing its 3,500 tpd expansion project with planned downtime related to equipment installation for the project. A record milling month was achieved in August, with 104,000 tonnes processed and daily throughput rates frequently exceeding 3,600 tpod. Silver and gold head grades averaged 58 g/t and 2.14 g/t, respectively.
Silver and gold recoveries during the quarter improved to 69% and 94%, respectively, compared to 65% and 92% in the same period last year.
During the quarter, eight drill rigs, consisting of five surface rigs and three underground rigs, completed 19,511 m of drilling on the property. Drilling focused on the conversion of Inferred Mineral Resources to Indicated Mineral Resources at Santo Niño and Winter, as well as testing new targets in brownfield exploration.
San Dimas Silver/Gold Mine:
San Dimas produced 859,869 ounces of silver and 10,386 ounces of gold, representing a decrease of 41%, and 26%, respectively, when compared to the same period last year. The lower production was primarily attributable to reduced grades due to the impact of an ongoing labour dispute that slowed throughput of fresh ore in the quarter.
The mill processed a total of 229,188 tonnes of ore, a slight decrease of 2% compared to Q3 2025, with average silver and gold grades of 133 g/t and 1.51 g/t, respectively.
Silver and gold recoveries during the quarter averaged 88% and 93%, respectively, consistent with 88% and 92%, respectively, in the same period last year.
During the quarter, up to 13 drill rigs consisting of five surface rigs and eight underground rigs completed 29,493 m of drilling focused on the Coronado, Carmen Escobosa, Elia and Convención veins, with targets spanning across the exploration pipeline (Mineral Resource expansion and Mineral Resource conversion). Drill results from San Dimas' 2026 exploration program were released during the quarter, demonstrating Inferred to Indicated resource-conversion, and resource-addition results through multiple high-grade silver and gold intercepts across the district, plus expansion of the exploration activity footprint (see news release dated September 9, 2026).
La Encantada Silver Mine:
During the quarter, La Encantada produced 967,067 ounces of silver, representing a 68% increase compared to Q3 2025, driven primarily by a 32% increase in silver grades and a 27% increase in ore processed. Production at La Encantada improved significantly due to improved ore flow and mine development rates, and process optimization resulting from key initiatives implemented in 2025.
The mill processed a total of 346,449 tonnes of ore, a 27% increase over the same period last year, with an average silver grade of 132 g/t, compared to 100 g/t in the same period last year.
Silver recovery for the quarter was 66%, consistent with Q3 2025.
During the quarter, one surface and one underground drill rig completed 3,114 m of drilling on the property. The Company is concurrently testing new exploration targets and potential near-term mineralization expansion areas.
Jerritt Canyon Gold Mine:
Preparations to re-start the Jerritt Canyon Gold Mine continue to advance positively during the quarter. The Company remains on track to begin production from Jerritt Canyon in H2 2027.
Surface and Plant Infrastructure: BBA Consultants USA LP ("BBA") progressed through the second phase of engineering and process plant inspections. A Metso Loesche Vertical Roller Mill ("VRM") was selected as a key component of Jerritt Canyon's restart strategy. The VRM will begin to arrive on site in H1 2027 and will upgrade existing infrastructure with a more efficient and lower cost processing platform.
Rehabilitation and Development: Our underground contractor, Cementation, has safely completed 5,965 m of underground rehabilitation year-to-date to establish numerous diamond drill locations and support the operational restart. Development of some stope access drives also commenced in the quarter.
People: The hiring of key roles at site is progressing to plan. Notable hires during the quarter included Human Resources and Health and Safety Managers.
Technical Studies: The development and optimization of the re-start mine plan continues to progress well. This work is now being led by a dedicated Jerritt Canyon technical team, with the support of Stantec Consulting Services Inc. ("Stantec").
Exploration Drilling: During the quarter, up to two reverse circulation surface drill rigs and two underground core drill rigs completed approximately 16,284 m of drilling. Surface drilling focused on defining the historical deepest open pit mining depth within partially backfilled pits, while increasing confidence level on in-situ mineralization along the Central and Northern mineralized trends. Underground drilling targeted areas identified as having potential for early mining.
Q3 2026 EARNINGS AND DIVIDEND ANNOUNCEMENT
The Company plans to release its unaudited financial results for the third quarter of 2026, and announce its third-quarter dividend payment and shareholder record and payable dates for such dividend payment, before markets open on November 5, 2026.
CONFERENCE CALL ANNOUNCEMENT
The Company will host a conference call and webcast on Thursday, November 5, 2026, at 9:00 a.m. (PT) / 11:00 a.m. (ET) to provide investors and analysts with a business update, and to discuss its production and financial results for Q3 2026.
To participate in the conference call, please use the following dial-in numbers:
Canada & USA Toll-Free:+1-833-752-3407Outside of Canada & USA:+1-647-846-2866Toll-Free UK:+44-20-3514-3188Participants should dial-in at least 15 minutes prior to the start of the call to ensure placement in the conference on time.
A live webcast of the call will be accessible through the "November 5, 2026 Webcast Link" on the First Majestic home page at www.firstmajestic.com. A webcast archive will be available approximately one hour after the end of the event and will be accessible for three months through the same link as the live event.
A recording of the conference call will be available for telephone replay approximately one hour after the end of the event by calling:
USA & Canada Toll-Free:+1-855-669-9658Outside of Canada & US:+1-412-317-0088Access Code:2372437The telephone replay will be available for seven days following the end of the event.
RENEWAL OF SHARE REPURCHASE PROGRAM
The Company is also pleased to announce that the Toronto Stock Exchange ("TSX") has accepted for filing First Majestic's Notice of Intention to Make a Normal Course Issuer Bid (the "Share Repurchase Program") to be transacted through the facilities of the TSX and/or through Canadian alternative trading systems.
Pursuant to the Share Repurchase Program, First Majestic may, during the 12-month period commencing October 14, 2026, and ending on or before October 13, 2027, purchase up to 10,000,000 of its common shares ("Shares"), being approximately 2% of the Company's 493,080,912 issued and outstanding Shares as of September 30, 2026. First Majestic may purchase up to a daily maximum of 413,612 Shares (being 25% of the average daily trading volume of the Shares for the last six calendar months, which was 1,654,449 Shares), subject to the TSX rules permitting block purchases.
Under the Share Repurchase Program, other than purchases made by way of exempt offer, all purchases of Shares will be made by First Majestic on the open market through the facilities of the TSX and/or other Canadian alternative trading systems. The price that the Company will pay for any Shares will be the prevailing market price of such Shares at the time of acquisition. Any purchases under the Share Repurchase Program will depend on future market conditions, and any Shares purchased by the Company will be cancelled. Purchases under the Share Repurchase Program will be made by First Majestic's broker further to instructions from First Majestic and based upon the parameters prescribed by the TSX and by applicable law.
Under First Majestic's current normal course issuer bid, which commenced on October 14, 2025 and expires on October 13, 2026, the Company has repurchased a total of 1,700,000 shares for cancellation through open market purchases at a volume weighted average price of CDN$23.38. The Company had received TSX approval to purchase up to 24,500,000 common shares under the current program.
First Majestic believes that, from time to time, the market price of its Shares may not fully reflect the underlying value of the Company's business and its future business prospects. The Company believes that at such times the purchase of Shares would be in the best interests of the Company. Such purchases are expected to benefit all shareholders by increasing their proportionate equity interest in the Company.
QUALIFIED PERSONS
Gonzalo Mercado, P.Geo., the Company's Vice President of Exploration and Technical Services and a "Qualified Person" as defined under National Instrument 43-101 Standards of Disclosure for Mineral Projects, has reviewed and approved the scientific and technical information contained in this news release.
ABOUT FIRST MAJESTIC
First Majestic is a publicly traded mining company focused on silver and gold production in Mexico and the United States. The Company presently owns and operates four producing underground mines in Mexico: the Santa Elena Silver/Gold Mine, the Los Gatos Silver Mine (the Company holds a 70% interest in the Los Gatos Joint Venture that owns and operates the mine), the San Dimas Silver/Gold Mine, and La Encantada Silver Mine, as well as a portfolio of development and exploration assets, including the Jerritt Canyon Gold Mine, which the Company is currently in the process of re-starting.
First Majestic is proud to own and operate its own minting facility, First Mint, LLC, and to offer a portion of its silver production for sale to the public. Bars, ingots, coins and medallions are available for purchase online at http://www.firstmint.com/, at some of the lowest premiums available.
FIRST MAJESTIC SILVER CORP.
"signed"
Keith Neumeyer, CEO
Non-GAAP Financial Measures
This news release includes reference to certain financial measures which are not standardized measures under the Company's financial reporting framework. These measures include cash costs per silver equivalent ounce and all-in sustaining cost (or "AISC") per silver equivalent ounce. The Company believes that these measures, together with measures determined in accordance with IFRS, provide investors with an improved ability to evaluate the underlying performance of the Company. These measures are widely used in the mining industry as a benchmark for performance but do not have any standardized meaning prescribed under IFRS, and therefore they may not be comparable to similar measures disclosed by other companies. The data is intended to provide additional information and should not be considered in isolation or as a substitute for measures of performance prepared in accordance with IFRS. For a complete description of how the Company calculates such measures and a reconciliation of certain measures to GAAP terms please see "Non-GAAP Measures" in the Company's most recent management discussion and analysis filed on SEDAR+ at www.sedarplus.ca and EDGAR at www.sec.gov and which is incorporated by reference herein.
This news release contains "forward‐looking information" and "forward-looking statements" under applicable Canadian and U.S. securities laws (collectively, "forward‐looking statements"). These statements relate to future events or the Company's future performance, business prospects or opportunities that are based on forecasts of future results, estimates of amounts not yet determinable and assumptions of management made in light of management's experience and perception of historical trends, current conditions and expected future developments. Forward-looking statements in this news release include, but are not limited to, statements with respect to: the Company's expectations of completing the mill and mine expansion projects at Santa Elena and at Los Gatos in the near term; the Company achieving a sustained increase in ore throughput at Los Gatos of 4,000 tpod on a 100% basis in the second half of 2026; timing for the resolution of the labour dispute at San Dimas; timing for the arrival of the VRM at Jerritt Canyon and for the re-start of operations at the mine; timing for the release of the Company's financial results for the third quarter of 2026 and the announcement of details relating to the Company's dividend payment for the third quarter of 2026; details regarding the Company's investor conference call in November 2026 to discuss its Q3 2026 production and financial results; and timing for the commencement of the renewed Share Repurchase Program, purchase of Shares under such program and the cancellation of Shares purchased under such program. Assumptions may prove to be incorrect and actual results and future events may differ materially from those anticipated. Consequently, guidance cannot be guaranteed. As such, investors are cautioned not to place undue reliance upon guidance and forward-looking statements as there can be no assurance that the plans, assumptions or expectations upon which they are placed will occur. All statements other than statements of historical fact may be forward‐looking statements. Statements concerning proven and probable mineral reserves and mineral resource estimates may also be deemed to constitute forward‐looking statements to the extent that they involve estimates of the mineralization that will be encountered as and if the property is developed, and in the case of measured and indicated mineral resources or proven and probable mineral reserves, such statements reflect the conclusion based on certain assumptions that the mineral deposit can be economically exploited. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives or future events or performance (often, but not always, using words or phrases such as "seek", "anticipate", "plan", "continue", "estimate", "expect", "may", "will", "project", "predict", "forecast", "potential", "target", "intend", "could", "might", "should", "believe" and similar expressions) are not statements of historical fact and may be "forward‐looking statements".
Actual results may vary from forward-looking statements. Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to materially differ from those expressed or implied by such forward-looking statements, including but not limited to: the duration and effects of global health crises, such as pandemics, on our operations and workforce, and the effects on global economies and society; general economic conditions including inflation risks; actual results of exploration activities; conclusions of economic evaluations; changes in project parameters as plans continue to be refined; commodity prices; variations in ore reserves, grade or recovery rates; actual performance of plant, equipment or processes relative to specifications and expectations; accidents; labour relations; social and labour unrest; relations with local communities; changes in national or local governments; changes in applicable legislation, rules or regulations and the application and enforcement thereof; delays in obtaining approvals or financing or in the completion of development or construction activities; exchange rate fluctuations; requirements for additional capital; government regulation; environmental risks; reclamation expenses; outcomes of pending litigation; limitations on insurance coverage as well as those factors discussed in the section entitled "Description of the Business - Risk Factors" in the Company's most recent Annual Information Form for the year ended December 31, 2025 filed with the Canadian securities regulatory authorities under the Company's SEDAR+ profile at www.sedarplus.ca, and in the Company's Annual Report on Form 40-F for the year ended December 31, 2025 filed with the United States Securities and Exchange Commission on EDGAR at www.sec.gov/edgar. Although First Majestic has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated or intended.
The Company believes that the expectations reflected in these forward‐looking statements are reasonable, but no assurance can be given that these expectations will prove to be correct and such forward‐looking statements included herein should not be unduly relied upon. These statements speak only as of the date hereof. The Company does not intend, and does not assume any obligation, to update these forward-looking statements, except as required by applicable laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/318032
Source: First Majestic Silver Corp.
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Nucor investuje 105 milionů USD do rozšíření svého závodu v Crawfordsville ve státě Indiana, čímž zvýší výrobu energetických stožárů a vytvoří 100 pracovních míst.
, /PRNewswire/ -- Nucor Corporation (NYSE: NUE) announced today that it is expanding production at its Nucor Towers & Structures facility in Crawfordsville, Indiana, pending receipt of regulatory and other approvals. The additional $105 million investment will add capacity to manufacture utility poles and related products that support the nation's power transmission and distribution infrastructure. This investment is expected to create 100 new jobs paying average annual wages of $87,500.
"The expansion of our Indiana facility reflects the strong demand we are seeing in the utility market," said Leon Topalian, Chair and Chief Executive Officer of Nucor Corporation. "Utilities across the country are making significant investments to modernize the electric grid and meet growing electricity demand. By expanding our Crawfordsville operations and investing in advanced manufacturing and automation, we are strengthening our ability to serve our customers and support their long-term infrastructure needs."
The expansion includes more than 120,000 square feet of additional manufacturing space, incorporating advanced automation, modern production equipment, and the latest manufacturing technologies. These investments are designed to expand production capacity while supporting efficient, safe, and high-quality manufacturing operations as Nucor Towers & Structures continues to grow. Nucor Towers & Structures Indiana facility currently employs 328 teammates.
"We are proud to expand Nucor's presence in Indiana and build on the success of our Crawfordsville operations," said Laurent De Mey, Vice President and General Manager of Nucor Towers & Structures. "This investment will allow us to better serve our utility customers while creating high-quality jobs and supporting continued economic growth in the region. We appreciate the partnership of Governor Braun, the Indiana Office of Commerce, the Indiana Economic Development Corporation, the Montgomery County Council and Board of Commissioners, and other state and local leaders who have supported this project."
Nucor Towers & Structures was formed in 2022 following Nucor's acquisition of Summit Utility Structures LLC, which operated an existing production facility in Pennsylvania. Nucor subsequently built new Towers & Structures facilities in Alabama and Indiana and is currently constructing another facility in Utah. The company's facilities are highly automated and feature efficient, straight-line production processes and advanced hot-dip galvanizing operations.
Nucor employs approximately 2,600 teammates at more than a dozen locations across Indiana, including Nucor Steel Indiana, the company's first sheet mill, which began production in 1989.
About Nucor
Nucor and its affiliates are manufacturers of steel and steel products, with operating facilities in the United States, Canada and Mexico. Products produced include: carbon and alloy steel -- in bars, beams, sheet and plate; hollow structural section tubing; electrical conduit; steel racking; steel piling; steel joists and joist girders; steel deck; fabricated concrete reinforcing steel; cold finished steel; precision castings; steel fasteners; metal building systems; insulated metal panels; overhead doors; steel grating; wire and wire mesh; and utility structures. Nucor, through The David J. Joseph Company and its affiliates, also brokers ferrous and nonferrous metals, pig iron and hot briquetted iron / direct reduced iron; supplies ferro-alloys; and processes ferrous and nonferrous scrap. Nucor is North America's largest recycler.