I work from home, so I typically listen to audio through headphones or AirPods. But I’ve always wanted a desk speaker that doesn’t take up too much space, which made the new Sonos Play a fitting first Sonos product to review.
The Play, launched in March, is Sonos’s first new device in more than a year. The $299 speaker is a hybrid: part home speaker, part portable. It sits on your desk in a pill-shaped dock, but at 1.3 kilograms, with a “utility loop” on the back, it’s easy to carry around the house or take outside.
Image Credits: SonosImage Credits:Sonos While testing it, I often started a podcast at my desk and carried the Play to the kitchen while I cooked or made coffee. The advantage over wearing AirPods is that you remain aware of your surroundings — no more missing what someone across the room is saying. And you don’t need to rely on voice commands to control playback; the Sonos Assistant and Alexa are both built in.
Physical controls are another advantage. Skipping tracks or adjusting volume with greasy hands is awkward on AirPods; the Play’s buttons are more forgiving. That said, the controls themselves are easy to miss — they’re the same color as the silicone top and barely raised above the surface. After a few days I had memorized their positions, but the learning curve is a minor frustration that better contrast or more tactile buttons could have avoided.
Image credits: Ivan MehtaImage Credits:Ivan Mehta The speaker is sturdy and IP67-rated, meaning it can handle rain and brief submersion — I ran it under a tap without issue. It can also charge your phone in a pinch, doubling as a power bank, which is a welcome feature for outdoor use.
For sound, the Play relies on dual-angled tweeters, a mid-woofer, and three digital amplifiers, with two passive radiators to reinforce bass outdoors. The result is balanced and detailed at moderate volumes — instrument separation is particularly good. The soundstage is narrow, though, meaning the music can feel somewhat contained rather than expansive, and at higher volumes the mix loses some of its clarity.
The Play is well-suited to a desk or a patio; it isn’t trying to fill a room. For that, Sonos’s Era 100 SL — which launched alongside the Play — is the better choice. Two Play units can be paired into a stereo configuration, either through the app or, more cleverly, by holding the play/pause button on both speakers simultaneously. It’s a useful feature that makes a noticeable difference for music, though less so for television audio — which these speakers aren’t really designed for anyway.
Image Credits:Sonos Sonos has also built in Trueplay, which uses the speaker’s microphones to automatically calibrate sound based on the room. Earlier versions of this feature required waving your phone around the space to tune the audio — an awkward workaround that would have made little sense on a portable speaker. The new implementation handles it automatically.
Sonos has had well-publicized struggles with its app — disappearing speakers, glitchy volume controls — and while the company has made meaningful improvements, a few rough edges remain. Sync between the Play and my MacBook was occasionally laggy, for example, and playing or pausing audio on YouTube sometimes produced a noticeable delay before the speaker responded.
Switching audio between speakers worked reliably through AirPlay but failed repeatedly in the Sonos app until I installed the Apple Music integration — and even then, the process is more cumbersome than it should be.
The “Apply” button in the Sonos app, required to confirm speaker changes, feels like an unnecessary extra step. AirPlay handles the same action with a single tap.
Pocket Casts integration has a resuming bug: podcasts restart from the beginning rather than picking up where you left off.
Overall, the Sonos Play is a solid speaker that largely delivers on its premise. The app issues are real but not dealbreakers, and Sonos has shown it is willing to iterate. If portability isn’t a priority, the Era 100 ($219) or Era 100 SL ($189) offer more volume for less money. If you want something more rugged and truly portable, the Sonos Roam 2 or JBL Charge 6 are worth considering. But if you want a speaker that works equally well on a desk and a back porch, the Play makes a convincing case for itself.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.
You can contact or verify outreach from Ivan by emailing [email protected] or via encrypted message at ivan.42 on Signal.
EverCommerce CEO Sells 19,200 Shares Worth $175,000Chief Executive Officer Eric Remer reported the sale of 19,200 shares of EverCommerce (EVCM 2.87%) in multiple open-market transactions on June 9 and June 10, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)19,200Transaction value~$175,000Post-transaction shares (direct)2,743,287Post-transaction shares (indirect)6,212,682Transaction value based on SEC Form 4 weighted average purchase price ($9.11).
Key questionsHow material is this transaction relative to Remer’s overall equity exposure?
This transaction represented 0.7% of Remer’s direct holdings and 0.2% of his total direct and indirect ownership, indicating a minimal impact on his overall equity exposure.Did Remer’s indirect holdings change as a result of this transaction?
No, Remer’s indirect holdings—comprising 6,212,682 shares held through multiple family trusts and Buckrail Partners, LLC—were unchanged in this filing, with all traded shares coming from his direct account.Company overviewMetricValuePrice (as of market close June 10)$9.18Market capitalization$1.6 billionRevenue (TTM)$594.1 millionNet income (TTM)$24.4 millionCompany snapshotEverCommerce operates at scale with approximately 2,000 employees and a diversified SaaS portfolio targeting service-oriented SMBs. The company leverages a verticalized strategy, offering tailored solutions that integrate operational, financial, and marketing tools for clients in fragmented industries.
Offers SaaS platforms for business management, billing and payments, customer engagement, and digital marketing, with specialized product lines for home services, health, and wellness sectors.Generates revenue primarily through subscription-based software and integrated payment processing solutions, complemented by professional services such as implementation and training.Serves small and medium-sized businesses, including home service professionals, healthcare providers, and fitness and wellness operators across the United States and international markets.What this transaction means for investorsInsider sales can sometimes unlock clues into the board of directors and key executives’ views about the company. And a CEO selling shares typically garners particular investors’ attention, but this sale shouldn’t cause concern after looking deeper.
First, these were conducted under his prearranged 10b5-1 trading plan. Set up ahead of time, these dictate certain terms, like the sales timing, so executives can’t get accused of timing transactions before information gets released to the public.
Second, these transactions weren’t a substantial sale given his large direct and indirect stock holdings. Selling a combined 19,200 shares, he still owns over 2.7 million shares directly and another 6.2 million shares indirectly. These roughly 9 million shares had an $81.8 million value as of June 12.
Turning to EverCommerce’s stock performance, it’s been underwhelming. The shares lost 24.6% over the last year through June 12. During this time, the S&P 500 index returned 9.2%, and the tech-heavy Nasdaq Composite returned 11.7%.
Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
In the race to build ever-larger artificial intelligence (AI) systems, connectivity is quietly emerging as the next critical bottleneck after raw compute and the need for high-bandwidth memory. At the recent Computex conference, Nvidia CEO Jensen Huang underscored this shift by publicly endorsing Marvell Technology (MRVL +0.21%) -- calling the chipmaker the next trillion-dollar company.
Marvell's specialized semiconductors focus on high-speed networking, optical interconnects, and custom silicon. As hyperscalers accelerate data center buildouts, Marvell sits at the intersection of performance, efficiency, and architectural flexibility, positioning it for substantial growth amid the AI infrastructure boom.
Image source: The Motley Fool.
Marvell plays an important role in AI chip stacks Marvell designs the connective tissue that allows artificial intelligence (AI) workloads to operate at scale. The company offers Ethernet switches, optical DSPs for high-bandwidth, low-latency links, and custom application-specific integrated circuits (ASICs).
In hyperscale AI data centers, individual GPUs do not operate in isolation. Rather, these accelerators are exchanging enormous volumes of data in real time across tens of thousands of racks and rows. Marvell's solutions address this data flow by delivering the high-speed fabrics, optics, and programmable networking that keep large-scale training clusters and inference deployments running efficiently.
Marvell's exposure to both critical networking gear and custom silicon makes the company a prime picks-and-shovels player in the AI infrastructure era. By offering a variety of connectivity solutions, the company has multiple avenues for revenue and earnings expansion as AI architectures evolve.
Analyzing trillion-dollar chip stocks Nvidia's first-mover advantage in GPUs allowed the company to strike early during the initial phases of the generative AI wave. Hence, Nvidia was the first semiconductor stock to enter the trillion-dollar club, propelled by its dominant data center services operation.
Broadcom followed Nvidia's path to a trillion-dollar valuation, riding strong demand for custom AI ASICs and high-speed networking switches that complement GPU clusters. Taiwan Semiconductor Manufacturing later achieved a $1 trillion market cap as investors realized the company's role as an indispensable foundry partner, manufacturing the most advanced nodes for the entire chip ecosystem.
Most recently, the Micron Technology, Samsung, and SK Hynix trio joined the exclusive list of trillion-dollar chip stocks as valuations rerate and catch up to price in the potential of the AI memory supercycle.
This sequence illustrates how capital has chosen to flow through the AI chip value chain: Investors first rewarded the core compute layer that unlocks new capabilities, then extended these premiums to the enablers of AI deployment at scale. Marvell occupies such an enabling role across high-performance connectivity.
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How can Marvell reach a $1 trillion market cap? Reaching a $1 trillion market capitalization from Marvell's current level -- roughly $234 billion -- requires a combination of compound earnings growth and valuation expansion that reflects sustained growth.
MRVL EPS Diluted (TTM) data by YCharts
Wall Street projects Marvell's earnings to double over the next two years, driven by accelerated adoption of AI-related networking and custom silicon. At a current forward price-to-earnings (P/E) ratio of 65, Marvell stock already prices in lofty expectations. Moreover, should the company achieve the 2027 estimates above and maintain its current forward P/E, Marvell would be valued closer to $400 billion -- a far cry from $1 trillion.
Any further rerating could occur if Marvell demonstrates better-than-expected execution and if the market continues to recognize connectivity as the next structural bottleneck within AI infrastructure. As explored above, historical precedent in the AI semiconductor space supports this possibility. Early in the AI revolution, investors applied the highest valuation multiples to the most visible compute leaders -- GPU designers. But as the build-out matured, premium valuations shifted toward the companies that solve the scaling frictions emerging from larger deployments.
Networking and interconnect specialists are finally beginning to receive similar attention because investors are catching on that every incremental GPU added to a cluster increases the perceived value of moving data efficiently. Marvell's combination of networking leadership and custom silicon momentum places it squarely in this next phase of AI infrastructure buildouts. If AI capex continues accelerating and Marvell is able to capture a meaningful share of the expanding connectivity and custom chip opportunity, the company's earnings power could be in a position to rise substantially over the next several years.
A path that combines strong top-line growth with robust profit margins should yield a premium valuation multiple that remains elevated within a short list of high-growth semiconductor names. This formula would make the trillion-dollar milestone achievable for Marvell.
Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the challenge often lies in sifting through the abundance of information to uncover new opportunities and understand why certain stocks should be of interest.
Here’s a look at the Benzinga Stock Whisper Index for the week ending June 12:
Read the latest Stock Whisper Index reports here:
Market News and Data brought to you by Benzinga APIs
The energy sector, sensitive to crude oil and natural gas prices, has done well for investors this year due to increased commodity prices.
In particular, with oil prices skyrocketing following the launch of the Iran war earlier this year, the S&P 500 Energy sector gained 40% this year, through June 8. Energy stocks' stock appreciation easily outpaced the S&P 500 ex-Energy's 22.9% increase.
The rapid price gains make it challenging to find stocks in the sector trading at reasonable valuations. However, I've found two pipeline and transportation companies fit the bill.
Better still, they have high dividend yields and a history of raising payouts. That makes them attractive stock investments for their total return potential over an extended period.
Image source: Getty Images.
1. Energy Transfer Energy Transfer (ET +1.60%) transports oil and gas, including via pipelines, and stores energy, among other activities. That's a steadier business than exploration and production energy companies, whose results depend on commodity prices. Rather, Energy Transfer, while not immune to energy prices, relies more on transport volumes of natural gas and crude oil.
The company saw higher volume across businesses in the first quarter, and revenue grew 31.1% year over year to $27.8 billion. Its quarterly adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), a key metric used by management, increased 20.5% to $4.9 billion. That's also a proxy for cash flow.
Energy Transfer uses this cash flow to reward shareholders with ever-higher dividends. After slashing the payout in half in 2020, at the start of the pandemic, the board of directors has raised dividends quarterly for the last several years. That includes the first-quarter increase from $0.335 a share to $0.3375 a share.
At the new rate, Energy Transfer's shares have an attractive 7.2% dividend yield. That dwarfs the S&P 500 index's 1.1%.
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Energy Transfer's shares have gained 13.8% this year, through June 11. That sounds good, but it trailed the overall energy sector. Still, investors can rely on a steadier business versus the highly volatile energy and production companies.
Although the stock's price-to-earnings (P/E) ratio has increased from 14 to 16 during this time, it's lower than the S&P 500 Energy's P/E multiple of 21.
2. Enterprise Products Partners Enterprise Products Partners (EPD +0.00%) is also a midstream energy company. Its operations include transporting energy through its pipelines, as well as processing and storing the commodities.
Revenue fell 6.7% year over year to $14.4 billion, primarily due to lower marketing revenue. Its top line suffered from lower prices and volumes, which are cyclical rather than an indication of fundamental weakness in Enterprise Products Partners' underlying business. Importantly, the company's adjusted EBITDA grew 10% despite the revenue decline.
Management has also been investing in projects like adding processing capacity in the Permian Basin and pipeline expansion, which should increase revenue and profitability over time.
While making these investments, investors can also feel confident about dividends. Over the last year, the company paid out 57% of its adjusted cash flow from operations as dividends and share repurchases.
The company has raised dividends annually for a number of years. Most recently, the board increased the quarterly payout earlier this year, from $0.545 per share to $0.55 per share.
At the $2.20 annual rate, the stock has an appealing 5.9% dividend yield, more than quintuple the S&P 500's yield.
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Energy Product Partners' stock price has gained 15.7% this year. That also lagged the S&P 500 Energy sector, although many companies in that index have results with greater sensitivity to oil prices.
The shares' P/E ratio increased modestly from 12 to 14 during this time. However, that compares favorably to the S&P 500 Energy's P/E multiple.
Geopolitical uncertainty and macroeconomic pressures have continued to affect market sentiment in recent trading sessions. But continued volatility also presents an opportunity to find stocks trading at attractive prices and benefit from their long-term growth potential.
Recommendations of top Wall Street analysts can help investors gain key insights and pick the right stocks. These experts assign ratings after performing an in-depth analysis of a company's strengths and weaknesses, while also paying attention to macro factors.
Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.
SnowflakeThis week's first pick is AI data cloud provider Snowflake (SNOW). Last month, the company delivered market-beating fiscal first-quarter results and issued solid guidance. Snowflake also announced a $6 billion infrastructure commitment from Amazon's AWS (Amazon Web Services) cloud unit.
In his latest research note, Bank of America analyst Koji Ikeda reiterated a buy rating on Snowflake, Datadog, JFrog, MongoDB, and Twilio. The analyst has a price target of $300 on SNOW. Ikeda said the recent financial results of the so-called "Fab Five" of the infrastructure software space proved that their "1) execution is solid, 2) AI is a benefit, 3) vision is aligned, 4) go-to-market is working, and 5) differentiation is strong."
The 5-star analyst expects the fundamentals of the Fab Five to remain strong in the second half of 2026, supported by AI tailwinds and the rapid launch of innovative products.
Specifically, Ikeda highlighted that Snowflake's AI offerings, including Cortex Code, Cortex AI and Intelligence, drove 34% year-over-year growth in its Q1 fiscal year 2027 product revenue, up from 30% in the prior quarter. He also noted the 4-point increase in SNOW's FY27 product revenue growth outlook to 31%. Ikeda emphasized that product revenue constitutes 96% of the company's overall revenue and is driven by usage of the Snowflake platform.
Moreover, the analyst contends that Snowflake's goal to be GAAP profitable by Q4 FY28 (revealed at an Investor Day on June 2) suggests potential upside to the Wall Street analysts' estimates, which are still negative.
Ikeda ranks No. 677 among more than 12,200 analysts tracked by TipRanks. His ratings have been profitable 56% of the time, delivering an average return of 11.5%. See Snowflake Options Activity on TipRanks.
MongoDBNext up: MongoDB (MDB), a database software provider. The company delivered upbeat fiscal first-quarter results and attributed its performance to solid end-market demand for its platform across enterprise use cases and emerging AI opportunities.
Recently, Tigress Financial analyst Ivan Feinseth reaffirmed a buy rating on MongoDB stock and raised his price target to $515 from $430.
"MDB is leading the shift to cloud-native, AI-powered data infrastructure management with Atlas-driven scale, expanding cash generation and strong long-term upside potential," said the analyst.
The 5-star analyst highlighted that MDB is consistently winning market share in a huge, durable database market as enterprises modernize applications and shift workloads from legacy systems to cloud-based ecosystems. He believes that with the growth in Atlas, MDB's multi-cloud Database-as-a-Service (DBaaS) offering, the shift in mix toward higher-margin, recurring subscription revenue and disciplined expense management is driving higher cash flows and expanding free cash flow margins.
Feinseth contends that MongoDB deserves a premium valuation in terms of revenue and cash flow multiples compared to its infrastructure software peers, given its above-market, top-line growth, enhanced unit economics and growing cash generation.
Feinseth further highlighted that MongoDB benefits from a strong competitive moat, driven by its flexible document-based architecture, extensive developer adoption and broad, multi-cloud Atlas footprint. He also noted the MDB platform's deep integrations with hyperscalers and AI frameworks like LangChain.
Feinseth ranks No. 849 among more than 12,200 analysts tracked by TipRanks. His ratings have been successful 55% of the time, delivering an average return of 9.5%. See MongoDB Insider Activity on TipRanks.
WalmartFinally, there's big-box retailer Walmart (WMT). After attending the company's annual associates and shareholders meeting, KeyBanc analyst Bradley Thomas reiterated a buy rating on Walmart with a price target of $145.
The 5-star analyst emerged from the meeting more bullish on Walmart, citing the strength of the company's growth strategy and long-term prospects. Specifically, Thomas believes that Walmart is the leader, and continues to invest, in delivery speed. The analyst is optimistic about further improvement in Walmart's delivery times and costs, driven by continued investment, growth in e-commerce and store-fulfilled delivery orders, and improving order density.
Further, Thomas expects automation to lower fulfillment costs. In fact, Walmart highlighted that automation of the U.S. business is now about 60% complete. The analyst expects the rollout to be completed in the next several years.
The analyst also noted the 37% growth in Walmart's advertising business in the fiscal first quarter and sees notable momentum ahead, driven by expansion of the customer base, growth in Marketplace, and additional penetration with key vendors.
Among other key takeaways from the meeting, Thomas highlighted additional growth opportunities and efficiency initiatives, such as AI, Sparky, meal delivery and VIZIO, which are expected to enhance customer acquisition, conversion and shopping experience.
Thomas ranks No. 505 among more than 12,200 analysts tracked by TipRanks. His ratings have been successful 62% of the time, delivering an average return of 12.7%. See Walmart Ownership Structure on TipRanks.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Verra To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Verra between February 24, 2026 and May 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 14, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Verra Mobility Corporation ("Verra" or the "Company") (NASDAQ: VRRM) and reminds investors of the August 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra's relationship with Avis Budget Group ("Avis"), and in particular obtaining a contract extension with Avis. Further, the Company minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives.
On May 26, 2026, Verra issued a press release announcing a termination notice from Avis regarding its contract and accordingly lowered its 2026 full-year financial outlook. Almost one week later on June 1, 2026, the Company announced a sudden and surprising transition of its President and Chief Executive Officer David Roberts. Following this news, the price of Verra's common stock declined dramatically.
From a closing market price of $13.08 per share on May 26, 2026, Verra's stock price fell to $3.85 per share on May 27, 2026, a decline of about 71%.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Verra's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Verra class action, go to www.faruqilaw.com/VRRM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Verra Mobility Securities Class Action Lawsuit:
What is the Verra Mobility securities fraud lawsuit about?
The lawsuit alleges Verra Mobility misled investors about the strength of its relationship with Avis Budget Group, the likelihood of a contract extension, and the risk that major rental car companies could replace Verra's services with alternative solutions.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Verra Mobility (NASDAQ: VRRM) securities between February 24, 2026 and May 26, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct described in the complaint.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 4, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Verra Mobility stock during the Class Period?
Investors should review their transaction records, preserve relevant documents, and evaluate their legal rights. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Verra Mobility securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301328
Source: Faruqi & Faruqi LLP
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AST SpaceMobile earns a Strong Buy rating as it transitions from concept risk to execution risk, targeting global mobile coverage via satellite-to-smartphone connectivity. ASTS leverages carrier partnerships—nearly 60 MNOs covering 3 billion subscribers—and aims to deliver broadband, not just emergency messaging, directly to standard smartphones. FCC approval, a robust $3.46 billion liquidity position, and a $150 million–$200 million 2026 revenue outlook support rapid constellation deployment and network scaling.
Reddit is increasingly being misclassified as a social media company, even though its most valuable asset may be its ownership of high-intent user behavior and accumulated human judgment. Users are not turning to Reddit for information alone; they are increasingly using it for research, evaluation, and purchase decisions, creating premium advertising inventory. Q1 2026 results remained strong, with revenue up 69%, advertising revenue up 74%, and Daily Active Uniques growing 17% year over year.
Space Exploration Technologies -- more commonly known as SpaceX -- is the latest hot company to go public, and investors are paying close attention to it. I understand the buzz around the stock, but there are several other investments that I think are better buys right now.
I have three of them, and each represents a different way to outperform SpaceX over the long haul.
Image source: Getty Images.
1. Amazon: rapid profit growth Amazon (AMZN 1.24%) is one of my top stock picks right now because it's undergoing huge expansion in one business segment. In 2026, management plans $200 billion in data center capital expenditures (capex). It has that money thanks to huge cash flows -- something SpaceX doesn't quite have. (For reference, SpaceX had $20.7 billion in capex during 2025.)
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Once those data centers are built and monetized, Amazon will undergo huge profit growth because Amazon Web Services (AWS), its cloud computing wing, has much higher profit margins than its core e-commerce business. AWS made up 59% of operating profits in the first quarter. With that segment expected to undergo rapid growth in the near future and its high operating margin, profits are set to explode over the next few years.
It will likely outgrow SpaceX from this perspective, making it a great stock to buy instead.
2. Meta Platforms: valuation SpaceX is a very expensive stock. In 2025, the business generated $20.7 billion in revenue, and if management could snap its fingers and instantly generate a 40% profit margin, that would result in earnings of $8.3 billion, at a $1.75 trillion market cap, which would value the stock at 210 times trailing earnings (that don't exist). That's a huge premium for a company that's newly public, and investors should consider some other values out there, like Meta Platforms (META 0.14%).
Meta operates several social media platforms, like Facebook, Instagram, WhatsApp, and Threads. These generate plenty of advertising revenue and make it very profitable. However, the market doesn't give Meta much of a premium: It trades for 21 times trailing earnings and 18 times forward earnings.
META PE Ratio data by YCharts; PE = price to earnings.
During its last quarter, revenue rose at a 33% pace -- the same growth that SpaceX put up in 2025. For SpaceX to trade at the same price tag as Meta, it would need to maintain its hypothetical profit margin and grow its revenue 10 times from here. That's a huge ask, and makes me lean toward Meta's stock. With Meta trading for a far cheaper price tag, it makes more sense to invest in that SpaceX.
3. Nebius: revenue growth If you're looking for a real rocket ship of a company, then Nebius (NBIS +4.63%) is your ticket. While SpaceX grew at a respectable 33% pace in 2025, Nebius put it to shame. In the first quarter, revenue rose 684% year over year.
And the company is building data centers for artificial intelligence (AI) workloads. It operates as an autonomous business that already has major clients, and it's backed by the titan in the AI industry, Nvidia. There is clearly a huge demand for these facilities, and Nebius aims to expand from $1.25 billion in annual recurring revenue by the end of 2025 to $7 billion to $9 billion by the end of 2026.
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That's dramatic expansion, but Wall Street believes it won't just stop at the end of this year. Analysts expect 550% revenue growth in 2026 and 225% in 2027.
SpaceX is nowhere near those growth rates and really has no chance to match them based on its current size. I think Nebius has a much better chance to outperform it over the next few years, making it the better buy now.
The stock market has spent much of the past two years rewarding category leaders. Investors have poured capital into dominant companies with clear competitive advantages while becoming increasingly selective about everyone else. That trend was on full display Friday when SpaceX (NASDAQ:SPCX) completed the largest IPO in history, raising $75 billion at $135 per share and immediately reshaping both the space sector and broader market.
The offering drew enormous demand. Institutional investors reportedly oversubscribed the IPO by four times, while retail investors submitted roughly $70 billion in orders. SpaceX opened at $150, climbed as high as $176.52 during its first trading session, and closed at $160.95. That gave the company a market capitalization of approximately $2.1 trillion, making it the eighth-largest publicly traded company.
Yet while SpaceX soared, much of the rest of the space industry fell back to Earth.
Why Space Stocks Crashed on SpaceX’s Launch The immediate explanation is straightforward: investors sold existing holdings to free up capital for SpaceX. Shares of Virgin Galactic (NASDAQ:SPCE) fell nearly 32% on Friday, Intuitive Machines (NASDAQ:LUNR) declined 13%, and Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) dropped almost 11%. The timing makes the connection difficult to ignore.
Company Friday Decline Virgin Galactic -31.8% Intuitive Machines -13.1% Redwire (NYSE:RDW) -11.5% Rocket Lab -10.8% Planet Labs (NYSE:PL) -8.8% SpaceX +19.2% Even giant defense contractors heavily involved in the space sector — Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), and Northrop Grumman (NYSE:NOC) — fell.
SpaceX is not just another space company. It dominates commercial launches through Falcon 9, operates the rapidly growing Starlink satellite network, and wants to build space-based data centers. Investors who wanted exposure to the space economy but previously had to buy second-tier alternatives suddenly gained access to the market leader. That created a temporary liquidity vacuum. Money flowed out of smaller space names and into SpaceX.
Let’s be clear, though. A one-day selloff does not automatically mean the investment case for Rocket Lab or Intuitive Machines has disappeared.
Granted, Rocket Lab remains the second-most successful commercial launch provider by launch count. Intuitive Machines also achieved a milestone no private company had previously accomplished by landing on the Moon. Those accomplishments still matter. The challenge is valuation competition.
Before Friday, investors looking for a pure-play space investment had relatively few choices. Now they can buy the industry’s dominant company directly. That could reduce future capital flows into smaller competitors, particularly among institutional investors with limited sector allocations.
Surprisingly, this dynamic extends beyond space.
The SpaceX IPO may serve as a preview of what happens when AI giants eventually enter public markets. Companies such as OpenAI and Anthropic, which filed their own IPO prospectuses, could attract hundreds of billions of dollars — potentially trillions — in investor demand. That money would likely come from somewhere, and many existing AI-focused stocks could face the same pressure space stocks experienced Friday.
In short, blockbuster IPOs don’t create new money. They often redistribute existing capital.
Are Space Stocks a Buy After the Selloff? For patient investors, Rocket Lab appears better positioned than most. The company continues expanding beyond launches into satellite manufacturing and space systems, creating multiple revenue streams. If Friday’s decline was largely driven by portfolio repositioning, the stock could eventually recover.
Intuitive Machines presents a higher-risk proposition. Its lunar exploration business remains promising, but revenue visibility is less predictable than Rocket Lab’s. Virgin Galactic was already a struggling business. There’s little sense in risking capital on a recovery when you can own far more successful businesses.
That said, none of the stocks may rebound immediately. Large institutional investors often need weeks or months to complete portfolio reallocations after a major IPO. Additional volatility would not be surprising.
Key Takeaway SpaceX’s historic IPO exposed a reality many investors already suspected: the company sits in a league of its own. Raising $75 billion and becoming valued at $2.1 trillion on its first day redirected enormous amounts of capital across the market.
For Rocket Lab and Intuitive Machines, the selloff looks partly driven by investors funding purchases of SpaceX shares rather than a sudden collapse in their business prospects. However, the longer-term risk is real. SpaceX now competes not only for launch contracts and customers, but also for investment dollars.
Ultimately, sharp investors should view Friday’s decline as a reason to monitor Rocket Lab and Intuitive Machines closely rather than rush in blindly. Rocket Lab appears the strongest candidate for a recovery, while Intuitive Machines may require more patience. Regardless, the arrival of SpaceX has changed the investment landscape for the entire space industry, and the aftershocks may continue well beyond its first day of trading.
SpaceX (SPCX +19.17%) makes its debut this week on the Nasdaq exchange in the biggest initial public offering (IPO) on record, with a $75 billion sale valuing the company near $1.75 trillion at its Friday morning debut. For many investors, including those representing major financial institutions, raising that much capital means selling something, and their holdings in the crypto market are likely on the chopping block. For instance, Bitcoin (BTC +0.30%) has shed about half its value since October 2025.
The conventional wisdom says that big listings of highly hyped companies inevitably drain cash from speculative assets, especially ones that have recently underperformed, with cryptocurrency being the most obvious donor. But where will crypto prices go once the SpaceX rocket clears the pad?
Image source: Getty Images.
How the listing is expected to be a headwind for crypto Because crypto markets operate 24/7, they are often considered the market's ATM. Assets can sell for dollars in seconds, and then be redeployed elsewhere on faster timetables than what might be possible with money transfers into brokerage accounts.
The strain is already showing, with Bitcoin's 21% drop over the last 30 days. Spencer Hallarn, global head of over-the-counter trading at GSR, a crypto trading group, said that crypto was acting as a "funding currency" for the IPO wave. Even Strategy, the biggest and most vocal corporate Bitcoin bull, trimmed its stack for the first time since 2022. That put a dent in the already-terrible sentiment about the coin's near-term prospects, which could have encouraged more investors to rotate their capital out, even if everyone knows Strategy itself won't be buying into any IPOs.
On that note, it's important to recognize that SpaceX is only the opening act of this huge IPO season, which will put further pressure on crypto capital. Listings from OpenAI and Anthropic will probably occur within months. For anyone weighing crypto against hot tech stocks, this is probably going to be a multi-quarter drag for the digital coins rather than a passing squall.
Will any of the money come back? Now that the SpaceX IPO is in the books, some of its early backers will likely seek to cash out their profits. It's feasible that a sliver of that sum could rotate back into majors like Bitcoin or Ethereum. That reallocation has rescued crypto in the past, and given that the sector is currently in a bear market, there are certainly some attractive valuations available.
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But investors absolutely should not count on any big capital rotation back into crypto. As an asset class, it's deeply out of favor, and freshly freed-up cash could just as easily chase the next artificial intelligence listing or buy semiconductor stocks to get even more exposure to speculative upside.
Therefore, don't dump your coins to chase IPO shares. If a deeper discount of the leading cryptocurrencies occurs -- and it might -- take the opportunity to load up on Bitcoin and other majors you have conviction in. Until that happens, be aware that this IPO season is going to be a rough stretch.
Tradr ETFs will ring Cboe's Opening Bell on June 15 to celebrate the launch of SPCM and SPCG, ETFs providing 200% leveraged long and short exposure to the newly public SpaceX stock.
Firm to commemorate the launch of SPCM and SPCG from the center of the world's largest options trading floor
, /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today announced that its team will ring the Opening Bell at Cboe Global Markets at 8:30 am on Monday, June 15, 2026. The ceremony, to be broadcast live on CNBC, will commemorate the expected start of trading for the Tradr 2X Long SpaceX Daily ETF (Cboe: SPCM) and the Tradr 2X Short SpaceX Daily ETF (Cboe: SPCG).
SPCM and SPCG seek to provide traders with 200% leveraged bullish and bearish exposure to SpaceX (Nasdaq: SPCX), one of the most anticipated public offerings in market history.
"Few companies have captured the imagination of investors quite like SpaceX, and we're proud to mark the launch of SPCM and SPCG by ringing the Opening Bell at Cboe," said Russell Tencer, President of Tradr ETFs. "Cboe has been an outstanding partner to Tradr since our inception, and there is no better place to celebrate products built for traders by traders. We're excited to bring both bullish and bearish leveraged exposure to one of the market's most closely watched stocks and to do so from the center of the options trading world."
Monday's expected launch expands Tradr's growing lineup of leveraged ETFs focused on the rapidly evolving space economy. The firm also offers the Tradr 2X Long ASTS Daily ETF (Cboe: ASTX) and the Tradr 2X Long FLY Daily ETF (Cboe: FLYT), providing 200% leveraged long exposure to two other closely watched companies helping shape the future of space-based communications and aerospace innovation.
Tradr's lineup of 65 leveraged ETFs represents over $7 billion in assets under management. Some of its notable tickers on trending stocks include SNXX and SNDQ, which provide long and short exposure to SanDisk (SNDK). Tradr's strategies can be accessed through most brokerage platforms and allow investors to avoid the hassle of using margin and the complexity of options trading. The firm continues its mission of providing sophisticated investors with innovative trading tools that enhance their ability to express market views with precision and efficiency.
For detailed information on Tradr ETFs and the significant risks involved with leveraged ETFs, please visit www.tradretfs.com.
About Tradr ETFs
Tradr ETFs are designed for sophisticated investors and professional traders who are looking to express high conviction investment views. The strategies include leveraged and inverse ETFs that seek short or long exposure to actively traded stocks and ETFs.
IMPORTANT RISK INFORMATION
Tradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other ETFs. The Funds are intended to be used as short-term trading vehicles and pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund's return as much as, or more than, the return of the underlying security.
Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.
Leverage increases the risk of a total loss of an investor's investment, may increase the volatility of the Funds, and may magnify any differences between the performance of the Funds and their reference security. The Funds seek leveraged investment results for a specific period (daily, monthly or quarterly). The exact exposure of an investment in the Fund intra-period will depend upon the movement of the reference security from the end of the prior period until the time of investment by the investor.
The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund's underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.
ETFs involve risk including possible loss of the full principal value. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus. Past performance does not guarantee future results.
ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. There can be no guarantee that an active trading market for ETF shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling ETF shares on an exchange may require the payment of brokerage commissions and frequent trading may incur brokerage costs that detract significantly from investment returns.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds. This and other important information about the Fund is contained in the Prospectus, which can be obtained by visiting www.tradretfs.com. The Prospectus should be read carefully before investing.
Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000965
HomeMarketsU.S. & CanadaMarket SnapshotMarket SnapshotHigher interest rates could make the AI growth story that’s been powering the bull market harder to justifyPublished: June 14, 2026 at 9:00 a.m. ET
SpaceX’s blockbuster stock-market debut on Friday showed that investors still have an appetite for moonshots. But this week, the Federal Reserve could bring highflying parts of Wall Street back down to earth.
Few initial public offerings arrived with as much hype as SpaceX’s SPCX. The rocket maker symbolizes the enduring zeal among investors for futuristic growth stories, drawing demand from Wall Street pros, individual traders and index funds even before its first trade. The company’s shares closed 19% higher in their debut Friday, after the IPO priced at $135. SpaceX is now the sixth-most valuable company on Earth, even though it’s still burning through cash.
Welcome to Trends with Benefits, the podcast that gives you an insider’s edge into finance, tech, and investing. Hosted by Ed Lopez, VanEck’s Head of Product Management.
AI is creating ‘zombie companies’ and the next wave of winners may never go public. VanEck’s Head of Private Growth Strategies Christian Munafo reveals how to find them, why IPOs are still stalled, and what the SpaceX listing could unlock.
Originally published June 9, 2026
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VanEck mutual funds and ETFs are distributed by Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.
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A year after spending over $14 billion to bring in Alexandr Wang and a group of his top Scale AI engineers to revamp its artificial intelligence efforts, Meta is at least back on the map in AI, though it's still far behind OpenAI, Anthropic and Google in the market.
Wang's big accomplishment was the delivery of the Muse Spark AI model in April, marking Meta's first jump into proprietary foundation models and away from a strict adherence to open source, or open weight as it's more commonly called in AI. The group Wang leads — Meta Superintelligence Labs — was established to give the company some sizzle in the hottest corner of the tech industry.
Now that CEO Mark Zuckerberg has his new model, it's on him to make it a financial success. That means showing the company can attract paying users for its AI tools, rather than just using the technology to enhance and bolster its core advertising business.
"Meta needs to provide more proof points of both adoption and commercialization," said Ralph Schackart, an analyst at William Blair who recommends buying the stock. "Investors are looking for Meta to monetize a new AI-first product, beyond the substantial positive impact AI is having on enhancing the advertising models."
Wall Street, at least so far, is unimpressed. Meta's stock is down 18% over the past 12 months, the worst performer in the megacap group, along with Microsoft, which has its own challenges in AI. That's even after Meta reported 33% revenue growth in the first quarter, the fastest rate of expansion for any period since 2021.
For Meta, the problem started with what some industry experts called, in hindsight at least, a strategic blunder. The company jumped into AI with its Llama family of models, offering an open-source approach that allowed developers to freely tinker, while the other big model makers charged for access.
In April of last year, Meta's release of Llama 4 fell flat, failing to captivate developers and leading Zuckerberg to reconsider his company's approach to AI development. Two months later, Zuckerberg shocked the tech world, announcing his company's $14.3 billion investment for roughly half of Scale AI and, more importantly, bringing over Wang and his top lieutenants.
Wang's development and rollout of Muse Spark in April of this year got the ball rolling. Instead of focusing on third-party developers, the new model was designed to easily plug into Meta's apps like Facebook and Instagram as well as AI-powered devices like the Ray-Ban Meta glasses, said Thomas Randall, an analyst at the Info-Tech Research Group. That's on top of the standalone Meta AI app and site.
"There'll be a lot of these frontier model providers that will fundamentally change in lots of different ways, and Meta needs to have a consistent, reliable proprietary model that they themselves own," Randall said. He added that Meta would be "lost" if Zuckerberg didn't open his wallet for Wang and other big-name AI hires over the past year, in what Randall called a "strategic rebuild" for the company.
Randall said Meta hasn't taken the "most optimized route," but at least "I can now see a vision for what they're trying to achieve and what Wang has been trying to achieve," he said.
Since the release of Muse Spark, Meta has unveiled new AI and business-related subscription plans as part of an effort to expand its business beyond online ads. Historically, it hasn't worked. Meta still counts on ads for 98% of revenue.
Schackart said he wants to see "tangible evidence of a growing list of new, AI-first products created by Muse Spark, even if monetization lags." He said that's "what investors are looking for."
The developer problemNo matter how good Wang's model may be, Zuckerberg has a high hill to climb with developers coming off the Llama debacle.
"I think the AI community largely ignores Meta at this point," said Rob May, CEO of the startup Neurometric, which works in the realm of token engineering.
May said it's hard to gauge how much success Wang has had leading MSL, because the company has thus far only released one AI model, which he characterized as a "yawn" among the AI community since the technology is not widely accessible.
Although Meta was heavily courting third-party developers with Llama, May said the company's efforts under Wang seem geared toward internal uses. May said he used to be in regular touch with Meta for Llama-related issues, but now said he "can't get them to return messages."
May admits that it makes sense for Meta to focus on AI for its core ad products, because the company has a $200 billion a year business to protect.
"That company has built the machine," he said.
Andrew Moore, the CEO of enterprise startup Lovelace and former Google Cloud AI chief, said it's not too late for Meta to find a lane.
Meta has focused on making its models more efficient through training techniques. Moore said that could be a major differentiator among developers worried about the rising costs of foundation models.
"If they do proprietary, computationally efficient models, that will be so different from what's happening in this death match between the big guys," Moore said. "They might really benefit."
Moore added that Meta has to show an advantage somewhere, whether it be on cost, latency or other technical nuances that matter to developers.
Krish Subramanian, the CEO of consulting firm KOI AI and former product head at IBM Consulting, said developers are more excited about Google's AI models than what Meta is offering. The appeal of Llama was that it specifically targeted developers wanting open-weight alternative models, while with Muse Spark, Meta has made little effort in that direction, he said.
"The lack of developer trust will come back to hit them if they don't focus on third-party developers," Subramanian said, noting that it took years for Microsoft to regain trust from open-source coders during the early days of Azure.
"To just focus on a walled-garden kind of an ecosystem and ad revenue as the main source of income, they probably will never become the big player," he said.
Buck stops with ZuckA Meta spokesperson pointed to Wang's recent comments about the company's continued support for the open-source ecosystem, and said Meta still plans to offer outside developers access to Muse Spark's underlying technology via an API, as it previously announced.
"We're already testing with some early partners, and look forward to releasing it this month," the spokesperson said.
In addition to the challenges with developers, there's slumping morale. Meta has been slashing jobs throughout the year, and in May fired about 8,000 workers. The cuts spanned departments, including teams working in roles related to trust and safety, which has raised concerns about potential problems that can arise in AI development, according to people familiar with the matter who asked not to be named in order to speak candidly on the subject.
Meta declined to comment about the layoffs. Regarding safety-related issues, the spokesperson pointed to comments from Wang on the matter. He told the Core Memory podcast last month that, "One of the things that is very important to me is safety for these models."
There's also tension at the top of the AI organization. Although the Muse Spark release received high marks internally, there's pressure on Wang along with former GitHub CEO Nat Friedman, who also joined last summer as part of the AI spending spree, to deliver meaningful revenue growth from the model and future releases, sources with knowledge of the matter said.
Meta tech chief Andrew Bosworth, a 20-year company veteran, is a close confidant of Zuckerberg's and someone the CEO could turn to for a bigger role in AI if the newcomers are perceived as failing, the sources said. On the May podcast, Wang dismissed any reported internal conflicts.
Wang has called Muse Spark an "appetizer" for what's to come, and said there will be more powerful, "larger models."
But the AI community is used to a steady stream of updates and new features. That's what they get from OpenAI, Anthropic and Google.
"What I care about is the frequency of the launches and the cadence," said Howard Yu, a business professor at the International Institute for Management Development in Switzerland. "When you launch something, can you build upon that momentum?"
Randall of the Info-Tech Research Group said it's ultimately up to Zuckerberg to determine that strategy and to show "how much of a superpower they are now with all of their products."
Yu agreed.
"This is really about leadership, right?" he said, noting that at tech companies in particular, the CEO defines and articulates the vision, especially when it involves spending billions of dollars.
That Zuckerberg's metaverse and virtual reality ambitions have generated over $80 billion in total losses since late 2020 makes the AI pitch a tougher sell, Yu said.
"He's running out of the space for his credibility to last," Yu said. "I think the virtual reality foray may have burned up a lot of his goodwill in front of investors."
ChatGPT parent company OpenAI is looking beyond the virtual world and eying the real one.
That's the takeaway from OpenAI chief executive Sam Altman's recent post on X, anyway. As part of his call for artificial intelligence (AI) engineers, Altman said the company is looking for "engineers to help us program and manufacture robots that are useful for society." No interpretation needed.
The question is: What does this mean for Tesla (TSLA +1.65%), which in January suggested it could be selling autonomous humanoid robot assistants -- called Optimus -- by the end of next year?
Image source: Getty Images.
Shaking up the still-new AI robotics business Without knowing more about Altman's vision, it's too soon to say whether OpenAI will be a direct competitor to Tesla, which appears intent on building humanoid robots to handle warehouse and household tasks. OpenAI may end up making robotics meant for industrial assembly lines, dangerous drilling work, or agricultural duties.
There's little doubt, however, that these two companies will eventually compete with one another on the autonomous robot front.
And that's more of a problem for Tesla and its shareholders than it is for OpenAI and its future investors, if it ever goes public, for one simple reason. That is, Tesla stock is already priced at a steep premium. For perspective, Tesla shares are currently trading at nearly 13 times next year's projected revenue of $118 billion and 160 times 2027's expected earnings per share of around $2.60. Both are wildly high, suggesting the stock isn't just priced for perfection, but dominance ... of multiple markets.
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Next year's results still won't fully reflect any robot revenue that begins flowing for Tesla in 2027, if any at all. For that matter, it's unlikely OpenAI will have any actual physical robots to start selling next year either.
Much can happen between now and then, though. If nothing else, it gives current and would-be shareholders time and reason to consider the possibility that a well-established rival could compete with Tesla on the robotics front, perhaps eventually even in the humanoid assistant market. And it doesn't hurt that ChatGPT still dominates the AI chatbot landscape, with a near-80% market share, according to numbers from Statcounter. If there's any integration or robot management to be done, it should be handled with relative ease using OpenAI's popular app.
Altman's new focus does something else, too. That is, in that OpenAI already backs robotics start-up 1X Technologies and has previously collaborated with Figure AI, it not only illustrates how other tech companies could enter the robotics market, but also highlights the fact that many such robotics companies like Agility Robotics, Symbotic, and NEURA Robotics -- just to name a few -- already exist.
Yes, it's a (slight) concern Don't misread the message. Tesla will probably beat everyone else to the personal AI-powered robot market. It's unlikely to dominate this business, though, the way the company dominated the electric vehicle market as it became mainstream. It's the sheer unknown of the matter that works against the stock.
From this perspective, OpenAI's interest in robotics should give Tesla shareholders pause, even if only a modest one.
President Donald Trump is set to head to France for the annual summit of the Group of Seven nations, with the U.S. and Iran yet to finalize an anticipated deal to end the Middle East war that has stirred political and economic strife around the world.
The three-day G7 summit, which starts Monday, is taking place in Évian-les-Bains, on France's eastern border with Switzerland, on the shores of Lake Geneva.
Trump said he will depart for the summit "immediately" after attending a mixed-martial arts fight that is set to take place Sunday evening on the White House's South Lawn. The UFC match coincides with Trump's 80th birthday.
As France began its turn leading the G7 in January, President Emmanuel Macron expressed a desire for the group to prioritize reducing inequality and fostering multilateralism while addressing inflamed trade and geopolitical tensions. Those priorities may be counter to Trump's America First agenda, under which he's imposed tariffs, gone after other world leaders directly and on social media and started a war. And inequality in the U.S. is worse than in every European country except for Turkey and just short of its highest point ever, according to the World Bank's Gini index.
During his second term in the White House, even more than in his first, Trump has distanced himself from traditional U.S. allies and repeatedly flirted with pulling the U.S. out of NATO, the key defense alliance between the U.S. and Europe.
While a deal to end the Iran war is drawing much of the world's focus, the G7 leaders are also likely to spend time addressing Russia's war against Ukraine, which continues to rage in eastern Europe.
The seven nations — Canada, France, Germany, Italy, Japan, the UK and the U.S. — and the European Union are also expected to discuss issues related to artificial intelligence, online protections and the fight against organized crime.
There could be "real fireworks" on AI, said Victor Cha, president of the Geopolitics and Foreign Policy Department at the Center for Strategic and International Studies.
Europe is eager to rein in Big Tech and regulate AI leaders on energy and environmental grounds, while the U.S. under Trump has opposed aggressively regulating the nascent industry, Cha said.
But Macron, who has been courting tech leaders, invited OpenAI chief Sam Altman to attend the G7 and participate in talks with the leaders, the tech company told CNBC. Bloomberg reported that executives from Anthropic and Google are also slated to attend the conference.
Cha anticipated that Trump is likely to be greeted at the summit by a group of other world leaders who are trying to rein in the U.S. itself.
"Even under good conditions, Trump is walking into a G7 where the Europeans, they've not appreciated the way that Trump has talked about Europe," he said. "With all these other issues on the agenda, I'm sure it's going to be a very frank and candid and fiery conversation."
But the summit has the potential to be overshadowed by the Iran war, which Trump started in February and which he has repeatedly said is near an end.
A senior Trump administration official told reporters Friday that such a deal could be signed in just a few days. But "it's not 100%" certain that it will work out, the official added.
Trump on Saturday said that a deal to end the war with Iran will be signed on Sunday, followed by the opening of the Strait of Hormuz, but Iranian state media disputed the timing.
The two sides have not yet determined where a deal would be signed, though the official noted a location in Europe has been floated. Bloomberg had reported earlier Friday that a deal could be signed in Switzerland.
Google is making the biggest change to its search business in more than two decades, integrating AI-generated answers, conversational search, and reasoning tools directly into the heart of its search product, which has shaped the course of content and the internet.. Nick Fox, Google's Senior Vice President of Knowledge and Information, argues that AI allows users to ask more complex questions and get faster, more useful answers while still connecting people to content across the web.
As Alphabet NASDAQ: GOOGL continues to dominate headlines with Google Cloud's acceleration, Gemini's progress, and its massive AI infrastructure buildout, one segment of the company rarely gets mentioned: Other Bets. It is home to Alphabet's moonshot ventures, experimental projects that do not yet contribute materially to earnings but have the potential to reshape entire industries.
And this past week, two of those bets delivered news suggesting the segment deserves far more investor attention than it gets.
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Wing Is Quietly Becoming a Real BusinessAlphabet Today
$359.68 +1.91 (+0.53%)
As of 06/12/2026 04:00 PM Eastern
52-Week Range$162.00▼
$408.61Dividend Yield0.24%
P/E Ratio27.44
Price Target$413.13
On June 8, Wing, Alphabet's drone delivery subsidiary, announced an expansion into seven more U.S. cities through its partnership with Walmart NASDAQ: WMT.
The new markets include Memphis, New Orleans, Philadelphia, Phoenix, San Diego, the San Francisco Bay Area, and Salt Lake City, bringing the combined service footprint to nearly 20 U.S. markets.
The expansion is part of a broader plan to build a drone delivery network spanning more than 270 Walmart locations by next year, reaching over 40 million Americans, or roughly 10% of the U.S. population.
The numbers behind the program suggest this is no longer an experiment. Wing has completed over one million commercial deliveries. Its drones fly at up to 60 mph and deliver within roughly 30 minutes. And according to the company, its top 25% of customers are using the service three times a week. That is habitual, repeat usage, the exact kind of engagement that turns a novelty into a durable business.
Notably, Alphabet recently tied a portion of CEO Sundar Pichai's compensation to performance at Wing and Waymo for the first time, a clear signal that these ventures are now expected to deliver.
Waymo Adds a Recurring Revenue LayerOne day later, on June 11, Waymo introduced its first-ever membership program. Waymo Premier, a $29.99-per-month, invite-only tier, offers priority pickups, 10% cash back on every trip in the form of ride credits, early access to new cities, and up to 5 free cancellations per month. The program is launching initially in San Francisco, Los Angeles, and Phoenix, Waymo's three longest-running markets, with tens of thousands of invitations going out to the service's most frequent riders.
The membership move matters because of what it signals about scale. Waymo has doubled its paid rides to approximately 500,000 per week in less than a year and is targeting one million weekly trips by year-end. The company raised $16 billion at a $126 billion valuation earlier this year to fund expansion into more than 20 cities, including its first international markets in Tokyo and London.
For context, Uber's NYSE: UBER comparable membership program, Uber One, reached 50 million members and drove half of the company's gross bookings in the first quarter. If Waymo Premier follows even a fraction of that trajectory, it adds a recurring revenue layer on top of a ride business that is already compounding rapidly.
The Segment Is Still a Loss-Maker, But That Is the PointTo be clear, Other Bets remains deeply unprofitable. In Q1 2026, the segment generated $411 million in revenue against an operating loss of $2.1 billion. For a company that generated $132 billion in net income in 2025 and roughly $160 billion in net income over the trailing 12 months, that loss is easily absorbed. But it underscores why the market assigns little to no value to the segment within Alphabet's almost $4.3 trillion market cap. That is precisely what makes it interesting. Waymo alone carries a private valuation of $126 billion, and the optionality embedded in Wing's commercial scaling is effectively free at current prices.
The Bigger Picture for GOOGLThe stock, up about 15% year-to-date, has seen recent price action that is especially interesting. GOOGL has fallen over 10% from its recent 52-week high, and briefly broke below key support near $357 on June 11.
Alphabet Inc. (GOOGL) Price Chart for Sunday, June, 14, 2026
What stands out is the close from June 11. Having broken below major short-term support, the stock reclaimed that level and closed back in the range. That’s a potentially extremely bullish close and technical pattern, signaling the bulls have re-entered the fray and taken back control. If GOOGL can push back toward the short-term resistance near $372, a higher low might be all but confirmed.
Shifting gears back to the fundamentals, the core Alphabet thesis for investors remains anchored in Search, Cloud, and AI. But weeks like this one are a reminder that the company is also incubating businesses that could matter enormously over the next decade.
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Goldman Sachs recently predicted that artificial intelligence (AI) infrastructure spending could climb to between $920 billion and $1.4 trillion next year, up from the more than $700 billion expected to be spent this year. Those are some huge numbers, and there undoubtedly will be some nice winners in the space.
Let's look at three under-the-radar AI stock winners set to benefit from this surge in data center capital expenditures (capex).
Image source: Getty Images
1. Alphabet Alphabet (GOOGL +0.53%) (GOOG +0.44%) is set to be both one of the big spenders and winners when it comes to AI infrastructure spending. The company plans to spend between $180 billion and $190 billion this year, with a significant increase in 2027. However, if there is any company that should be pushing up its capex spending, it's Alphabet.
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The reason is that the company currently has a significant cost advantage with its tensor processing units (TPUs). By being less reliant on Nvidia's graphics processing units (GPUs) than its competitors, it is getting more bang for its buck with its AI infrastructure spending. This lets it train its Gemini model at significantly lower cost than peers and also save huge costs on inference. In many cases, this can also help provide it with a better return with Google Cloud, which is growing rapidly.
Alphabet's TPUs have become so well regarded that it is now allowing select customers, such as Anthropic, to place orders directly with co-developer partner Broadcom. This adds another high-margin revenue stream for Alphabet. Between this and its TPU cost advantage, this is a stock set to win from surging data center capex.
2. Taiwan Semiconductor Manufacturing AI chip spending is now not only going up, but it is also widening. That's great news for Taiwan Semiconductor Manufacturing (TSM +0.46%). Whether the spending is going to GPUs, custom application-specific integrated circuits (ASICs) like Alphabet's TPUs, or high-performance central processing units (CPUs), this all benefits TSMC, which has a virtual monopoly in the manufacturing of advanced logic chips.
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While chip designers will inevitably look to second source their manufacturing base if possible, right now they are beholden to TSMC, as it is the only foundry that has both the scale and expertise to produce advanced logic chips in mass quantities with high yields (few defects). This has made the company an integral partner with leading chip designers, who must turn to TSMC not only for help securing capacity but also for planning their entire chip roadmaps. As more chip companies fight to secure fab capacity, this benefits TSMC, which has already shown it has strong pricing power. Recent reports indicate the company will raise prices on its newer 3nm chips by 15% later this year.
This all makes TSMC one of the best stocks to own as spending on AI infrastructure continues to ramp.
3. ASML While TSMC manufactures advanced logic chips, ASML (ASML 1.70%) provides the machines that make this possible. In fact, without its technology, there would be no AI infrastructure boom, as it is the only company in the world with extreme ultraviolet (EUV) lithography technology.
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EUV machines are what make GPUs and other advanced chips possible, making ASML one of the most important companies, even though it is not a household name.
In addition to being needed in the manufacturing of advanced logic chips, these machines are also used to make high bandwidth memory (HBM), while its older DUV machines can also be used in the memory-making process. Its EUV machines cost upwards of $200 million, so these are pricey pieces of equipment, and the company is seeing robust demand from both foundries like TSMC and the big memory makers.
As AI capex continues to climb, ASML is a great under-the-radar stock to own.
Two of the largest and most important companies in the world are Microsoft (MSFT +0.11%) and Amazon (AMZN 1.24%). Both companies rank among the top five largest companies in the world, coming in at fourth and fifth, respectively. However, investors may be torn between which is the better choice.
On the surface, they look like completely different businesses, but the more you dig, the more you'll find they have in common. But which is the better buy? Let's find out.
Image source: Getty Images.
Cloud computing is a major component for each Ask your average person what each company does, and you'd likely get a response along the lines of: "Microsoft makes computer software, and Amazon sells goods and delivers them." While those two statements aren't wrong, they ignore the most important part of each business: cloud computing.
Both Microsoft and Amazon have major cloud computing divisions, with Microsoft Azure and Amazon Web Services (AWS) integral to their businesses. The effect cloud computing has on their businesses is impressive, especially with Amazon. AWS accounted for 59% of operating profits in Q1 despite generating only 21% of total revenue. Microsoft is less granular with its cloud reporting, and we only know that it grew 40% year over year -- Microsoft's fastest-growing individual unit.
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These two are very similar businesses and are the primary reasons to invest in the stock, but you're not going to find much difference between the two, so let's look at their other business segments.
For Microsoft, a significant chunk of its sales comes from business productivity software, a high-margin business that's pretty safe during a downturn. Amazon's commerce business is also solid, but it operates on a low-margin model (sometimes at a loss) and can be impacted by consumer sentiment.
Microsoft has a stronger core business outside of cloud computing, so I'm giving it the win here.
Winner: Microsoft
Both companies are growing at a similar rate During their most recent quarters, each business grew at around the same pace. Microsoft's revenue rose 18% year over year, and its cash from operations rose 26%. Cash from operations is a better metric for these two companies than earnings because each is spending heavily on data centers and also has various one-time effects coming from significant investments in generative artificial intelligence firms like Anthropic and OpenAI.
Amazon's revenue grew 17% year over year, but its cash from operations rose 53% thanks to AWS' strength.
Data by YCharts.
Because there is such a difference in profit margins between Amazon's commerce and cloud business, it will likely continue to grow cash from operations at an outsize pace for some time, as its high-margin business is growing far faster than its low-margin businesses. Microsoft is more balanced and won't show as rapid a cash flow growth as Amazon will in the future.
Winner: Amazon
Both stocks are priced cheaply from a historical standpoint Sticking with the trend of using cash from operations, both stocks are valued at a pretty cheap level, at least compared to the last five years.
Data by YCharts.
This price tag, especially for Microsoft, is far off from its normal levels. Even Amazon is valued decidedly lower than it was over the previous few years, but it's not down as much. With both companies trading at nearly identical prices, I don't know if I can call one a winner here. They are both excellent stocks to buy and have the same price tag. As a result, I'm going to call this one a tie.
Winner: Tie
A tie?! The reality is that both Amazon and Microsoft are excellent investments. I don't think investors can go wrong with either, and with their attractive prices, now is a perfect time to buy. However, this analysis cannot just end in a tie. If I'm looking for a differentiating factor, I think Amazon has it.
Amazon's custom AI chip business is exploding, growing at a triple-digit year-over-year pace. Additionally, it has deep partnerships with Anthropic. While Microsoft has its own custom AI chip and has a partnership with OpenAI, Amazon's custom chip business is doing better, and by all accounts, Anthropic's models are outperforming OpenAI's. As a result, I'll give the edge to Amazon at the moment.
Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a positioning window for the three mega caps that dominate enterprise cloud. Each just printed cloud growth that re-accelerated, each is sitting on contracted backlog measured in hundreds of billions, and each has pulled back enough from recent highs to give buyers a re-entry point.
Here are three cloud computing stocks worth a close look this month.
Microsoft (MSFT) Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the cleanest enterprise AI compounder in the group. Shares traded for around $387 on Friday, June 12, leaving the stock down more than 18% year to date and more than 19% lower over one year. The cloud franchise remains in strong shape despite the share price weakness.
Fiscal Q3 results filed April 29, 2026 showed Intelligent Cloud revenue of $34.68 billion, up 30% year over year, with Azure and other cloud services growing 40%. Microsoft Cloud as a whole reached $54.5 billion, up 29%, and commercial remaining performance obligations stand at a staggering $627 billion, nearly doubled YoY. CEO Satya Nadella noted on the call that “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”
EPS came in at $4.27, beating estimates by 5%, the fourth straight beat. The stock trades at a P/E of 29, with operating margin holding at 46%. The 247Factor model implies a base-case price of $509.86 over the next 12 months, with 95% of analysts bullish.
Risk: CapEx hit $30.88 billion last quarter, up 84% YoY. Returns on that pace of infrastructure spend are not yet proven, and any softness in Azure growth would force a re-rating.
Alphabet (GOOGL) Alphabet (NASDAQ:GOOGL) is the value play of the mega cap cloud group. The stock trades at a P/E of just 16 — lighter than Microsoft and Amazon — while Google Cloud is growing the fastest of the three.
Q1 FY26 results showed Google Cloud revenue of $20.03 billion, up 63% YoY, with backlog nearly doubling quarter on quarter to over $460 billion. CEO Sundar Pichai stated, “Google Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion.” Consolidated revenue was $109.9 billion, up 22%, and operating income reached $39.7 billion, up 30%.
Shares trade at $356.38, up 14% year to date and a remarkable 100% over one year. The nearly 7% pullback over the past month sets up a constructive entry. Reddit sentiment is decisively bullish, with retail investors zeroing in on Google’s $80 billion capital raise and the Google-SpaceX compute deal at $920 million a month. The most upvoted thread, “For those who keep asking for a ‘one buy and hold for the next 10 years’ the opportunity is here: it’s GOOGL,” drew 2,134 upvotes and 569 comments. The base-case 12-month target sits at $447.59, an upside of 26%.
Risk: 2026 CapEx guidance of $175 billion to $185 billion is pressuring free cash flow, which fell 47% YoY to $10.1 billion in Q1. Equity-gain volatility also distorts headline EPS quarter to quarter.
Amazon (AMZN) Amazon (NASDAQ:AMZN) offers the cleanest AWS reacceleration story. Q1 FY26 AWS revenue reached $37.587 billion, up 28% YoY, the segment’s fastest growth in 15 quarters, with operating margin at 38%. AWS growth has stair-stepped from 17% in Q2 2025 to 20% in Q3, then 24% and now 28%. That is the trajectory bulls want to see.
CEO Andy Jassy told investors, “AWS is growing 28% (our fastest growth in 15 quarters) on a very large base, our chips business topped a $20 billion revenue run rate (growing triple digits year-over-year).” Anchor commitments include OpenAI at approximately 2 GW of Trainium and Anthropic at up to 5 GW. EPS of $2.78 beat estimates by 61%, the fifth straight beat. Management guided Q2 revenue to $194 billion to $199 billion.
The stock traded around $236 on Friday, June 12, down more than 11% over the past month. The 247Factor base case is $322.52 — upside of 36% — and 94% of analysts are bullish.
Risk: CapEx ramped to $44.2 billion in Q1, up 77%, with full-year 2026 spending planned near $200 billion. TTM free cash flow fell 95% to $1.2 billion, and long-term debt jumped to $119.1 billion. Management has flagged tariff and recession risks heading into the back half.
What to Watch Next July earnings will be the next catalyst. Keep an eye on Azure’s growth rate holding above 35%, Google Cloud sustaining a triple-digit backlog ramp and AWS extending its acceleration past 28%. If those three numbers print, the AI CapEx cycle moves from speculation to demonstrated payback, and these three names lead the next leg.
Apple (AAPL 1.52%) has long been the biggest name in the Berkshire Hathaway (BRKA +0.73%) (BRKB +0.71%) portfolio. Berkshire's now-retired leader, Warren Buffett, often spoke glowingly about Apple and its ecosystem, calling it an "extraordinary consumer franchise" with massive brand loyalty. In 2020, he went even further, calling Apple "probably the best business I know in the world."
But Buffett spent the last few years of his time as Berkshire Hathaway's CEO divesting the conglomerate of Apple. In mid-2023, Berkshire had 914,560,382 shares of Apple stock. At the time, it was trading at $193.97 per share, and Berkshire's total Apple stock holding was valued at $177.39 billion.
Today, Berkshire Hathaway has 227,917,808 shares, with a total market capitalization of $66.35 billion. It's still a sizable stake, accounting for 20% of Berkshire's portfolio, but that's a long way from the roughly 50% weighting it used to have.
Image source: The Motley Fool.
But here's where things get really interesting -- Apple stock price has risen 50% since Berkshire began selling its shares. And had Buffett kept all of that Apple stock, Berkshire's position would be worth roughly $267.34 billion today -- a gain of nearly $90 billion.
Nobody likes to leave money on the table, and Buffett said in April that he believes he sold Apple stock "too soon." But was Buffett right to sell Apple stock at all?
I think the answer is clear. And after the recent Worldwide Developers Conference (WWDC), I'm even more firmly convinced.
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WWDC was underwhelming Apple's WWDC is an annual event where the smartphone maker regularly unveils new products and long-awaited updates. Investors and customers have long been waiting for Apple to get more involved in artificial intelligence (AI) -- its Siri chatbot was cutting-edge when it launched more than a decade ago, but its limitations have become clear as generative AI chatbots have become more common.
This year, Apple finally introduced Siri AI, an advanced version of its digital personal assistant. Apple calls it a "profoundly more intelligent, knowledgeable, and capable Siri" that can answer questions about content on users' screens, search across apps, and get real-time information from websites.
However, the app failed to wow investors and analysts, and it won't even be available to all Apple customers -- users in the European Union and China won't get Siri AI this fall. Shares of Apple ended up falling more than 5% for the week -- surely not the response that Apple executives had hoped for.
Data by YCharts.
For the record, Buffett is still a big fan of Apple stock and the company's management. But portfolio management is important, and Berkshire Hathaway was badly overexposed to Apple, leaving it tremendously vulnerable should something have happened to the company.
"I'm very happy to have it be our largest holding," Buffett said in April. "I was not happy to have it be as large as almost everything else combined."
And selling Apple has allowed Berkshire Hathaway to make other purchases that will be important for the company. It opened a large position in Alphabet, buying $20 billion in shares and agreeing to purchase another $10 billion through a private placement. The conglomerate has also picked up shares of Macy's and Delta Air Lines, and increased its stake in The New York Times.
Buffett and Berkshire's new CEO, Greg Abel, know the importance of portfolio diversification. Even though Apple stock is up big since mid-2023, selling the stock was the right move. WWDC reinforces that Berkshire was wise to reduce its exposure rather than being so heavily concentrated in a single company.
Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company’s most important asset.
His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced, from hyperscale data centers to the edge.”
The word that carries weight is “platform.” Huang argues competitors can copy a transistor pattern, but not the surrounding stack: CUDA software, NVLink scale-up networking, Spectrum-X scale-out Ethernet, BlueField control plane, and the manufacturing choreography that turns silicon into a working AI factory.
The Quote That Sums Up the Thesis He said it more bluntly on the prior cycle’s call: “The AI race is not just about chips. It’s about which stack the world runs on.” And: “The platform that wins the AI developers wins AI.”
The numbers back the framing. Q1 FY27 revenue hit $81.61 billion, up 85% year over year, with non-GAAP EPS of $1.87 and non-GAAP gross margin of 75.0%. Most revealing: Data Center Networking at $14.8 billion, up 199% YoY. Networking would not exist if NVIDIA were just selling chips into a commodity market. InfiniBand, NVLink, and Spectrum-X demand tripled because customers buying GPUs are buying them inside rack-scale systems that depend on NVIDIA’s fabric.
Why Customers Keep Coming Back Software does similar work. CFO Colette Kress noted that software optimizations have already improved Blackwell’s performance by 1.5x in the last month alone, with Hopper having seen a 4x inference performance increase over two years through software alone. Customers who switch chips lose that compounding curve.
On China, Huang has been explicit about why silicon dominance alone is fragile: “The U.S. has based its policy on the assumption that China cannot make AI chips. That assumption was always questionable and now it’s clearly wrong. China has enormous manufacturing capability.” If chips were the moat, export controls would be the strategy. Instead, NVIDIA defends ground at the developer and ecosystem layer.
What the Guide Says About Lock-In The Q2 FY27 guide is $91.0 billion plus or minus 2%, with non-GAAP gross margin holding at 75.0% and no China data center compute revenue assumed. Total supply-related commitments now sit at $119.0 billion, and multi-year cloud service commitments expanded to $30.0 billion. Those numbers, signed before the chips exist, are practical evidence of platform lock-in. The board raised the dividend from $0.01 to $0.25 per share and authorized an additional $80 billion buyback.
I have owned NVIDIA for over 15 years. What has actually changed in the last two cycles is how complete the surrounding stack has become, while the GPU lead has held steady. Shares closed at $205.19 on June 12, up 10% year to date, with the prediction-market crowd pricing a June range of $192 to $240. Keep an eye on networking growth and the China carve-out next quarter. Both will tell you whether Huang’s platform story holds when chip headlines do not.
Shanghai Disneyland Resort may be announcing a second theme park as part of its 10th anniversary celebrations.
MSM
Disney is tipped to imminently announce that it is developing a new theme park as part of a $60 billion investment in its Experiences division which generates the majority of its operating income.
It is widely expected that the park will be built in Shanghai alongside its existing fairytale-themed outpost there and the announcement could come as early as next week.
Tomorrow the resort will begin two days of celebrations to mark its tenth anniversary with Disney's chief executive Josh D'Amaro flying in for the festivities. The invitation received by this author doesn't refer to an announcement and simply invites media to "join us to celebrate ten years of making magic together." However, there will be plenty of opportunity for an announcement to be made.
The festivities will begin tomorrow afternoon with a media session which will showcase highlights from the past decade at the resort and provide the updates about the latest developments, according to the organizers. The media event will be followed by a red-carpet celebration with the highlight taking place in the evening in front of the park's soaring Enchanted Storybook Castle. It will be the backdrop for live performances by Disney characters and an anniversary fireworks celebration.
The party will continue on Tuesday morning with a special birthday moment for park guests in front of the castle which is the tallest in any Disney park and the only one to contain a boat ride. That's far from the only difference with its counterparts around the world.
Disney's former chief executive Bob Iger famously described the park as "authentically Disney, distinctly Chinese." It is no exaggeration. Instead of creating a carbon-copy of Disney's American theme parks, its designers, who are known as Imagineers due to their imaginative use of engineering, tailored the Shanghai site to the local market. Everything was customized, from the park's layout and attraction lineup right down to its wide range of Chinese food.
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Shanghai Disneyland has some distinct differences to its American counterparts, including a bigger castle set in a garden. (Photo by VCG/VCG via Getty Images)
VCG via Getty Images
Unlike all of Disney's other so-called castle parks, Shanghai has no turn-of-the-century themed Main Street running from the entrance to its centerpiece castle. In place of this slice of Americana is the cartoony Mickey Avenue which is themed to classic capers featuring Disney's mascot. Likewise, there is no steam train or Haunted Mansion as you usually find in Disney's castle parks. The railroad got cut to maximize walking spaces while the Haunted Mansion was removed out of respect for Chinese cultural sensitivities regarding death and spirits.
The clearest nod to the local audience is right in the middle of the park which is usually paved. Instead, Shanghai Disney is home to the grassy Garden of the Twelve Friends with 12 massive mosaic murals of classic Disney characters in the form of Chinese Zodiac animals. It took more than the wave of a magic wand to pull it off according to Jim Shull, a former Imagineer who worked on Shanghai Disney. Shull is one of the most skilled artists to have ever worked at Imagineering and went on to found the Disney Journey YouTube channel.
He says that China's state-owned Shanghai Shendi Group, which is a 57% shareholder in the resort, "set up meetings and focus groups and opportunities to tour" the city so that the Imagineers could find out about local culture. He adds that “at the same time, you try to live there, if you can, and kind of soak up the environment to understand what the locals value. It's not just researching, it's taking the research, analysing and understanding it, talking to locals, engaging with locals and understanding what their values are and what is important.”
Shanghai Disneyland produced an elaborate invitation for its grand opening event.
MSM
No expense was spared and the resort cost an estimated $6 billion to build. Disney didn’t even cut corners on the invitation to the opening event which this author received in 2016. Presented in a large royal blue box, the invitation followed the format of a Russian nesting doll as it contained layers which, in turn, held more layers. Each one had concept art in it for the lands in the park and the images looked so impressive that Imagineering recently posted it on Instagram in advance of the anniversary.
The blockbuster spending paid off as Shanghai Disney welcomed its 100 millionth guest in November last year and it isn't stopping there. According to the latest data from the Themed Entertainment Association (TEA), in 2024 the park's attendance rose 5% to 14.7 million. Disney owns 43% of the resort with the remainder in Shendi's hands. In contrast, Disney controls the resort's management company with a 70% stake and 30% owned by Shendi.
Disney is paid royalties based on the resort’s revenues though it doesn't disclose the performance of individual parks in its filings. It lifted the curtain a little towards the end of the pandemic when it revealed that Shanghai Disney had record revenue, operating income and margins in the third quarter of 2023 and experienced the highest year-on-year operating income growth of all of its international sites. It is now the world's fifth most-visited theme park according to the TEA though it is facing stiff local competition.
Universal Studios opened a park in Beijing in 2021. (Photo by Kevin Frayer/Getty Images)
Getty Images
In 2005 none of the 25 most-visited parks worldwide were in China but the country was home to six of them by 2024 according to the TEA. The local landscape in Shanghai is also getting even more crowded with a branch of the wildly-successful tour behind the scenes of the Harry Potter movies set to open there next year. Disney's arch-rival Universal opened a theme park in nearby Beijing in September 2021 and it already has the 12th highest attendance in the world with visitor numbers rising 8.6% to 9.8 million in 2024 according to the TEA.
To compete, Shanghai Disney opened an immersive land themed to the hit animated movie Zootopia in December 2023 and it is now building a Spider-Man roller coaster. Two new hotels are also in development suggesting that the resort is preparing for a lot more visitors.
"Likely a second park is coming to Shanghai Disneyland to open around the 15th anniversary" says Shull. Rumours about the park have been widely discussed in theme park circles online for months and it is believed to be codenamed Project Atlas.
Initially thought to be science-themed, it is now said that the park will instead feature immersive lands based on local favorite films and franchises such as Avatar, Marvel and Moana.
Shanghai may get an 'Avatar'-themed land like the one in Florida. (Photo by Steven Diaz/Disney Resorts via Getty Images)
Getty Images
If Disney does indeed announce the new park it will be the second in as many years as the studio revealed in May 2025 that a Disneyland will also be coming to Abu Dhabi. There is good reason for this desire to expand.
Theme parks sit inside Disney's Experiences division which generated 57% of its $17.6 billion operating income last year and nearly 40% of its $94.4 billion revenue. In an attempt to drive this even higher, Disney announced in September 2023 that it would invest $60 billion in Experiences over the next decade with its theme parks getting around half of the total and the remainder spent on its cruise line as well as maintenance and technology upgrades. It added that it has more than 1,000 acres of land for possible future development which is the equivalent of around seven new Disneyland parks.
Building a second park in China is a no-brainer and not just because of the success of its existing site. Last week the World Travel & Tourism Council announced that by 2036, China’s travel and tourism sector is expected to nearly double in value to $3.5 trillion, generating one in every five new travel and tourism jobs worldwide. The country is on a roll as international arrivals rose 15.5% last year to more than 68 million with international visitor spending surpassing pre-pandemic levels at $135 billion. Theme parks are at the vanguard of this growth.
Recent data from Mordor Intelligence forecast that the Asia Pacific amusement park sector is set to grow by 29.6% to $99 billion by 2031 with the biggest single market being China as it accounted for 43.6% of the total last year. Looking specifically at the revenue generated by theme parks in China, Grand View Research predicted that it would nearly double to $23.5 billion between 2025 and 2033. If Disney does announce a second outpost in Shanghai then China might not just meet those targets, it could knock them out of the park.
Consumer confidence is softening into the back half of spring, and the rotation out of growth and into recession-resistant cash flow is picking up speed. For investors looking to add ballast before the summer, three blue-chip staples stand out: Each delivered a top-and-bottom-line beat in its most recent quarter, each carries a multi-decade dividend track record and each is rated a Buy by our model with double-digit (or near-double-digit) upside to base-case targets.
Here are three defensive compounders worth a look in June.
This infographic details three recession-resistant consumer staples stocks—Coca-Cola, Procter & Gamble, and Colgate-Palmolive—highlighting their recent earnings, dividend growth, and summer investment angles, with data current as of June 10, 2026. Coca-Cola (NYSE: KO) Coca-Cola (NYSE:KO | KO Price Prediction) is the cleanest summer trade in the group. Beverages skew warm-weather, and the company is heading into peak season with serious momentum. Q1 2026 (filed April 28) delivered EPS of 86 cents against an 81-cent estimate and revenue of $12.472 billion, up 12% year over year. Organic revenue growth ran at 10%, global unit case volume rose 3%, and Coca-Cola Zero Sugar volume jumped 13% across all geographic segments.
Operating margin expanded to 35% from 33%, and management raised comparable EPS growth guidance to 8% to 9% versus the $3.00 baseline in 2025, with free cash flow targeted near $12.2 billion. New CEO Henrique Braun said, “We’ve had a strong start to the year. Our performance this quarter reflects our unwavering focus on staying close to the consumer, executing locally and managing complexity.”
At around $84, shares trade at a forward P/E of 24 with a 3% dividend yield backed by a 63rd consecutive annual increase. Our model targets $90.13 base case with 8% upside, supported by 79% bullish analysts.
The caveat: Asia Pacific comparable operating income declined 17% in Q1, and the pending Coca-Cola Beverages Africa sale creates a roughly 4% headwind on net revenues.
Procter & Gamble (NYSE: PG) Procter & Gamble (NYSE:PG) is the laggard turning the corner. Shares are down 6% over the past year but have rebounded 6% in the past week, suggesting the rotation trade is already pulling capital into this name. The Q3 FY2026 report (filed April 24, 2026) showed core EPS of $1.59 versus $1.5552 expected on net sales of $21.235 billion, up 7% year over year. Organic growth of 3% came in broad-based across all five segments, with Beauty leading at 7% organic growth.
The summer angle is structural. Deodorants, laundry, paper, and skin care peak in the warm months, and P&G’s brand stable, including Tide, Pampers, Gillette, Olay, and Charmin, prints reliable cash regardless of macro stress. Management is funneling that cash back to shareholders aggressively: about $10 billion in dividends and $5 billion in repurchases for FY2026, on top of a 70th consecutive annual dividend increase and 136th straight year of dividend payments since 1890.
At around $149, PG trades at a forward P/E of 21 with a 3% yield. Our base case sees $165.63, or 11% upside. CEO Shailesh Jejurikar noted P&G is “increasing investments to accelerate momentum with consumers despite the challenging geopolitical and economic environment.”
The caveat: a roughly $400 million after-tax tariff headwind plus $150 million in commodity costs have management guiding to the lower end of the $6.83 to $7.09 core EPS range.
Colgate-Palmolive (NYSE: CL) Colgate-Palmolive (NYSE:CL) carries the highest model-implied upside in this trio. Q1 2026 (filed May 1) produced adjusted EPS of 97 cents versus the 94-cent consensus on revenue of $5.32 billion, up 8.4% year over year. Organic sales grew 3%, with Latin America up 15%, Europe up 12%, and Asia Pacific up 9%. CEO Noel Wallace called it a “strong start to 2026, with broad-based top and bottom-line growth.”
The summer angle layers nicely: Speed Stick and Irish Spring for personal care, EltaMD for skin, and Hill’s Science Diet for pet travel. Hill’s Pet Nutrition grew 7% in the quarter. Colgate is a Dividend Aristocrat with 63 consecutive years of annual dividend increases and returned $2.9 billion to shareholders in 2025.
At around $89, the stock yields 2% with a forward P/E of 23. Our model targets $105.51 with 17% upside, anchored by a 0.32 beta and 65% bullish analyst sentiment with zero sell ratings.
The caveat: tariffs forced a downward revision to GAAP gross margin guidance, North America organic sales declined 2% with volume off 3%, and the SGPP restructuring program expanded to $350 to $550 million in cumulative charges.
What Investors Should Watch Next All three names share a profile that suits the current setup: low beta, broad-based organic growth, multi-decade dividend records, and consistent earnings beats. Coca-Cola offers the cleanest seasonal volume story, P&G the deepest dividend pedigree at the most reasonable forward multiple, and Colgate the highest model-implied upside. Watch June quarter prints from each and the trajectory of tariff costs for the household products names: that is where the next leg of guidance gets reset.
Empire Metals Ltd (AIM:EEE, OTCQX:EPMLF) says a just-released flowsheet for its Pitfield titanium project in Western Australia could reshape the economics of production. Built around conventional technology, it could cut acid use, energy costs and waste handling, with pilot testing planned this quarter. Watch more
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) is gearing up for its largest Zambia drilling campaign to date. The 4,000-metre programme targets the Mushima North silver-copper project as it works towards a maiden JORC resource by year-end. Watch more
Rome Resources Plc (AIM:RMR) has launched its first field programme as operator at its Canadian tin project in New Brunswick. More than 500 samples will be collected, while Bisie North assay results and a pilot mining project are progressing in the DRC. Watch more
Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) reported encouraging drill results from Motapa. Intercepts included grades approaching 14 grams per tonne gold and some widths of up to 19 metres ahead of a maiden resource estimate due in the third quarter. Watch more
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) is expanding its Nevada gold portfolio while keeping Bitcoin at the centre of its strategy. The company says low-cost gold projects could generate future capital to strengthen its Bitcoin treasury, with more updates expected over the summer. Watch more
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The average retired worker receives roughly $23,700 per year from Social Security. A $750,000 portfolio dedicated to income generation can surpass that figure at virtually any reasonable yield level. The question is not whether the portfolio can outproduce the average Social Security benefit. The question is how much risk must be taken to achieve that income and how reliable the income stream will remain over time.
The Math is Straightforward Multiply the portfolio value by the yield to estimate annual income. At a 3.5% yield, a $750,000 portfolio generates approximately $26,250 per year. At 6%, the income rises to $45,000. At 9%, it reaches $67,500. Each of those figures exceeds the average Social Security benefit, but the tradeoffs become increasingly important as yield rises.
Higher yields often come with greater risks to both income stability and principal preservation. A lower-yielding portfolio may produce less income today but offer stronger dividend growth and a greater margin of safety. A higher-yielding portfolio may generate substantially more cash flow in the short term, but it can also face a higher likelihood of dividend cuts or capital erosion. The real decision is not how to generate income from $750,000. It is deciding what balance of income, growth, and risk best supports the retirement you want to fund.
The Conservative Tier: 3% to 4% This is the dividend-growth lane. Names like Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction), Procter & Gamble (NYSE:PG), and Lowe’s yield closer to 2.3% to 3% on their own, but blended with broad dividend ETFs and a slug of Treasuries currently paying almost 5% at the 10-year, a 3.5% portfolio yield is realistic.
At 3.5%, $750,000 throws off about $26,250. That is roughly $2,190 a month, which already tops the average Social Security check. The real payoff sits underneath the headline yield. JNJ has raised its payout for 64 consecutive years and most recently lifted its quarterly dividend to $1.34. P&G has paid a dividend every year since 1890 and just notched its 70th consecutive annual increase. Lowe’s has compounded its payout for decades alongside a 219% ten-year share gain.
The Moderate Tier: 5% to 7% Step up to net-lease REITs, telecom, and high-yield equity funds and the same $750,000 can generate $37,500 to $52,500 a year. Realty Income (NYSE:O) currently yields about 5.4%, pays monthly, and has now delivered 670 consecutive monthly dividends. AT&T (NYSE:T) yields close to 4.9% on a $1.11 annualized payout, with management guiding to $18 billion or more of free cash flow in 2026.
The tradeoff is honest. AT&T cut its dividend from $0.52 to $0.2775 per quarter in 2022 and has held it flat since. Higher current yield, slower compounding.
The Aggressive Tier: 8% and Up Leveraged covered-call funds, mortgage REITs, BDCs, and certain MLPs can push the headline yield into the 8% to 12% range. At 9%, $750,000 generates $67,500, nearly triple the average Social Security benefit.
Energy Transfer sits at the friendlier end of this tier, yielding around 6.8% with a distribution that has climbed for nine straight quarters, most recently to $0.3375. ET also issues a K-1 rather than the standard 1099, which complicates tax filing. Move further up the yield curve and principal erosion becomes routine. At that point you are spending the asset itself.
The Detail Most Income Investors Underweight Social Security benefits receive annual cost-of-living adjustments tied to inflation, helping retirees maintain purchasing power over time. Many dividend-growth companies have historically increased their payouts at rates that exceed inflation. For example, Johnson & Johnson’s quarterly dividend rose from $1.01 in 2020 to $1.34 in 2026, while Procter & Gamble increased its annual dividend from $3.17 to $4.29 over the same period.
Over long periods, that difference can become significant. A portfolio generating roughly $2,200 per month today with dividend growth of 7% to 8% annually could potentially double its income within about a decade. By contrast, a portfolio built around a high yield with little or no distribution growth may provide more income initially but see its purchasing power gradually eroded by inflation. The most important number is not today’s yield. It is how much income the portfolio is likely to produce ten or twenty years from now.
What To Do With This Map your actual retirement spending against your projected Social Security check. The gap between those two numbers is what the portfolio needs to cover. Compare a 10-year total return on a 3.5% dividend growth fund against a 10% high-yield fund. Look at distributions plus NAV change together, because that is what your purchasing power actually depends on. If you are inside five years of retirement, model the after-tax income at each tier. Qualified dividends and long-term gains are taxed below ordinary income, and MLP K-1s carry their own bookkeeping. Social Security is the floor. A $750,000 portfolio, even at a sleep-at-night yield, can quietly become the larger paycheck.
AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory keeps accelerating. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) are the picks-and-shovels triangle of the AI buildout: silicon, custom accelerators and networking, and the hyperscale cloud platform monetizing it. All three are trading meaningfully below their 52-week highs heading into mid-June.
NVIDIA (NVDA) NVIDIA closed at $200.42 on June 10, down 7% over the past week and 9% over the past month. That puts the stock 26% below its 52-week high of $236.26, even though the year-to-date return remains positive at 8%.
The bull case rests on a fundamental engine that is still compounding. Q1 FY2027 revenue hit $81.61 billion, up 85% year over year, with Data Center revenue alone at $75.25 billion (+92% YoY) and Data Center Networking up 199% YoY to $14.8 billion. Management guided Q2 to $91.0 billion in revenue at a 75% non-GAAP gross margin. CEO Jensen Huang framed the moment as “the largest infrastructure expansion in human history.” The board paired the growth story with capital return: a quarterly dividend bumped from $0.01 to $0.25 and an additional $80 billion buyback authorization. Forward P/E sits at 23 against an analyst consensus target of $298.42, with 95% bullish analyst sentiment.
Risk: Q2 guidance assumes no H20 Data Center compute revenue from China due to export restrictions, and a beta of 2.2 means the next macro shock cuts deeper here than in the broader market.
Broadcom (AVGO) Broadcom is the sharpest dip in the group. Shares finished at $372.10, down 22% in a single week and 5% on June 10 alone. The 52-week high is $495. The catalyst was a classic sell-the-news reaction to a strong report: Seeking Alpha noted that “Broadcom reported record Q2 results with significant revenue and AI semiconductor growth, but its stock dropped nearly 15% due to guidance failing to meet elevated investor expectations and a declining gross margin outlook.”
That reaction looks like an overcorrection against the actual numbers. Q2 FY2026 AI semiconductor revenue came in at $10.80 billion, up 143% year over year, beating the company’s own forecast. Total revenue grew 48% YoY to $22.19 billion, and free cash flow expanded 60% to $10.26 billion. CEO Hock Tan guided Q3 AI semiconductor revenue to $16.0 billion, more than 200% YoY growth. Layer in the $35 billion AI infrastructure platform launched with Apollo and Blackstone targeting 20+ gigawatts of compute by 2028, and the multi-year visibility argument strengthens. The analyst consensus target sits at $522.06, with 92% bullish sentiment.
Risk: Forward P/E of 34 is still a premium, and customer concentration in a handful of hyperscalers means any single capex slowdown lands hard. At least one sell-side desk has issued a Sell rating on valuation grounds.
Microsoft (MSFT) Microsoft is the deepest discount on a calendar basis. The stock closed at $397.36, down 17% year to date and 15% over the past year. It is trading well below the 52-week high of $551.05 and below both its 50-day ($409.27) and 200-day ($455.91) moving averages.
The thesis is simple: the AI monetization the market doubted in 2025 is now showing up in the financials. Q3 FY2026 revenue rose 18% to $82.89 billion, Intelligent Cloud grew 30% YoY to $34.68 billion, and Azure and other cloud services climbed 40% YoY. Satya Nadella confirmed that “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Commercial RPO of $627 billion (+99% YoY) is a long-duration backlog few software peers can match. Forward P/E of 21 for a business compounding earnings at 23% YoY with a 46% operating margin is the cheapest multiple in the group. Analyst consensus is $560.95.
Risk: Capex of $30.88 billion in the quarter, up 84% YoY, is the source of the pullback. If AI returns lag the buildout pace, free cash flow conversion stays compressed, and the market keeps punishing the multiple. Investors should keep an eye on Azure growth and capex commentary on the next earnings report.
The Bottom Line All three names are below their 52-week highs while their AI revenue lines are still accelerating. NVIDIA offers the cleanest growth story, Broadcom the sharpest dip and Microsoft the most defensible multiple. The setup heading into the second half of 2026 favors investors willing to underwrite the spending cycle through the volatility.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Xpeng brought Mashable reporter Amanda Yeo to China to experience the new VLA 2.0 autonomous driving model inside its P7 electric vehicle. 0:00 The Car the US Government Doesn't Want You to Buy 0:18 Meet XPENG: China's High-Tech Tesla Rival 0:39 How VLA 2.0 Autonomous Driving Works 1:43 Stress Testing Self-Driving in Hectic Traffic 2:21 The Challenge of "Corner Cases" in Autonomy 2:43 Hands-Free Self-Parking Demo 3:00 Heads-Up Display and Interior Tech 3:24 XPENG's Personal Flying Machines 4:22 Why Chinese EVs are Banned in the US Add CNET as a trusted news source https://www.google.com/preferences/source?q=cnet.com Never miss a deal again!
Franklin Resources (NYSE:BEN | BEN Price Prediction) offers long-term investors a compelling income profile because its 40-plus year streak of annual dividend increases, 4.15% yield, and quiet pivot into high-margin alternative assets give patient retirees a paycheck that compounds without requiring a single trade.
The case here rests on reliability. At $31.81 with a forward P/E of 11 and a price-to-book ratio of 1.363, Franklin Templeton is priced as if the active-management business is in terminal decline. The disclosures say otherwise.
Pillar One: Durability of the Franchise Franklin manages $1.68 trillion in client assets across public and private markets, with $283 billion in alternatives alone. While Wall Street fixates on mutual fund outflows, management has spent years rebuilding the firm around stickier, higher-fee products. Private market fundraising hit $13.2 billion in the quarter and $22.7 billion fiscal year-to-date, already running ahead of the firm’s $25 billion to $30 billion annual target. Canvas, the tax-managed platform, has compounded at a 72% CAGR since 2022. ETF AUM reached $61.6 billion, up 67% year over year. This is a diversified, global, fee-based machine.
Pillar Two: Income You Can Spend For a retirement-focused investor, the math is straightforward. The board declared a $0.33 quarterly dividend, lifted from $0.32 a year ago, continuing a pattern that has marched from $0.055 per share in 1999 to today’s level across 27 years of uninterrupted growth. CFO Matthew Nicholls put it bluntly on the earnings call: “Our dividend is always top of the list. We want to protect and increase the dividend each year.” The firm bought back 2.3 million shares for $57.1 million last quarter on top of the cash distribution, and management is guiding to 30%-plus operating margins in 2027.
Pillar Three: Cycle Survival Asset managers live and die by recurring fees, and Franklin’s revenue model spreads risk across asset classes, regions, and vehicles. Investment management fees grew 9% year over year to $1.82 billion, with positive long-term net flows in every region and a $20.2 billion institutional pipeline of won-but-unfunded mandates. Multi-asset strategies have posted 19 consecutive quarters of positive flows. When markets crash, AUM contracts and fee revenue with it. That is the one scenario where Franklin underperforms: a prolonged equity bear market that compresses the asset base before private market commitments backfill it.
The Scenario That Leaves the Thesis Intact Western Asset Management still leaks capital, with $4.1 billion of long-term net outflows last quarter, and a sharp drawdown would temporarily shrink the fee base. That hurts, but the franchise remains intact. Excluding Western Asset, the firm has now posted nine straight quarters of positive flows, and 71% of strategy composite AUM is beating its benchmark over ten years. The dividend has survived 2008, 2020, and the 2022 rate shock without interruption.
For an investor who has been burned chasing momentum, Franklin Resources offers the opposite proposition: a 23 P/E blue-chip asset manager paying 4.15% to wait, with a Dividend Aristocrat record the market is treating as if it does not matter. For income-oriented holders, the compounding case rests on letting the next four decades of dividends do the work.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Lucid Group To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Lucid Group between February 25, 2026 and April 13, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 14, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Lucid Group, Inc. ("Lucid Group" or the "Company") (NASDAQ: LCID) and reminds investors of the July 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (3) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Lucid Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Lucid Group class action, go to www.faruqilaw.com/LCID or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Lucid Group, Inc. Securities Class Action Lawsuit:
What is the Lucid Group securities fraud lawsuit about?
The Lucid Group securities fraud lawsuit is a federal securities class action alleging that Lucid Group, Inc. (NASDAQ: LCID) and its executives made false and misleading statements to investors by concealing that a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity SUV and overstating the Company's manufacturing and delivery capabilities. As the truth emerged through a series of disclosures - including an April 3, 2026 announcement that only 3,093 vehicles were delivered in Q1 2026 due to a 29-day delivery disruption caused by a supplier seat defect, an April 14, 2026 filing revealing Q1 revenue of just $280-$284 million against a consensus estimate of $433.8 million and a $1.05 billion capital raise, and a May 5, 2026 earnings report showing a net loss of over $1 billion and GAAP EPS of -$3.46 - LCID's stock price fell sharply across multiple trading sessions, causing significant losses for investors.
Who may be eligible to participate in the Lucid Group class action lawsuit?
Investors who purchased or acquired Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Lucid Group securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Lucid Group employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Lucid Group lawsuit?
A lead plaintiff in the Lucid Group class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Lucid Group investor who purchased LCID stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 28, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Lucid Group stock during the Class Period?
Investors who purchased Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Lucid Group securities class action is July 28, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/LCID for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301320
Source: Faruqi & Faruqi LLP
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Prospect Capital Corporation continues to underperform, with NAV declining and a persistent negative investment activity trend. PSEC trades at a deep 61.82% discount to NAV and offers an 18.2% yield, but downside risks outweigh income potential. Net investment income and total investment income both declined year-over-year, while dividend payouts have been reduced again.
JetBlue Airways is already the biggest airline in Fort Lauderdale, Florida, and it wants to get even bigger.
"Lauderdale has been a star for us," JetBlue President Marty St. George said this month about Fort Lauderdale-Hollywood International Airport.
Capitalizing on growth at the Broward County airport is key for JetBlue as it revamps its network and rolls out more high-end options like a domestic first-class cabin to return to profitability. Its last profitable quarter was two years ago.
JetBlue was looking to expand in Fort Lauderdale even before Spirit Airlines, the South Florida-based discounter that was No. 1 at the airport, collapsed on May 2 under the weight of debt and years of snowballing problems.
JetBlue is now the top carrier with 36% market share by capacity at the airport, according to a Cirium tally of 2026 capacity, up from about 24% a year earlier. From May to June of this year, JetBlue added 5% more capacity, while big competitors pulled back in the Florida offseason, according to Cirium.
The carrier has about 106 flights scheduled a day for this year on average, up from about 68 a day last year, Cirium data shows.
Just hours after Spirit's collapse, JetBlue and other airlines laid out their own travel plans, adding flights to fill the void at Fort Lauderdale.
JetBlue raised its revenue forecast for the year on June 1, citing strong demand.
"I'm feeling very, very bullish about how customers have responded to JetBlue's growth," St. George said.
JetBlue says it's planning for even more growth as additional gates become available after Spirit's demise. Some of those gates are still tied up in bankruptcy court.
JetBlue's plan is to operate about 150 daily flights at Fort Lauderdale in the peak winter months, which include Presidents Day weekend and some school breaks, a schedule that will put it on par with JetBlue's Boston Logan International Airport hub, its largest after New York.
The plan includes more international destinations leaving from Fort Lauderdale and a focus on premium air travel.
St. George said the carrier has been reviewing sites for a lounge — which would be the third in its network — at Fort Lauderdale to cater to those customers. It already has lounges at New York's John F. Kennedy International Airport and in Boston.
"It is unclear right now where we would put a lounge," he said. "The airport folks, I think, are equally motivated to have a lounge down there. Certainly, given the size of our operation and the number of premium customers going in and out of Fort Lauderdale, I think [it makes] a lot of sense, we just have to find the right location."
The big competitive threat lies about 26 miles south, at Miami International Airport, an American Airlines hub that dwarfs Fort Lauderdale. Both airports, though Miami is much larger, are major hubs for leisure customers as well as those visiting friends and relatives in Latin America and the Caribbean.
"There's a good number of customers for [whom] Miami is the right airport, who will never leave Miami, and we're not planning on converting those customers," St. George said. "I do think that as we get more service in Fort Lauderdale as a bigger breadth of destinations, that utility of Lauderdale Airport will go up."
American on Friday said it plans to operate a record 100 destinations to the Caribbean, Mexico and other airports in Latin America from the U.S., with 77 of them leaving from Miami, including a new flight to Maracaibo, Venezuela, from July 14 and to Cap-Haitien, Haiti, starting Nov. 1.
JetBlue, for its part, announced Fort Lauderdale to Caracas service recently, as carriers build up flights. American in January announced it would resume resume service to Venezuela from the United States for the first time since 2019, weeks after the U.S. captured Venezuela's president.
In a latest announcement from CEO Vlad Tenev, financial services giant Robinhood Markets NASDAQ: HOOD continued to show a knack for entering new business lines.
According to Tenev, Robinhood Securities, a subsidiary of Robinhood, is now approved to serve as an IPO underwriter.
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Notably, Robinhood has already been a participant in the IPO market for years.
The platform has allowed retail investors to gain early access to IPOs—a privilege often reserved for institutional investors..
The announcement meaningfully changes Robinhood’s position in the IPO arena. However, in isolation, is this move a large growth opportunity for Robinhood, or is something more strategic at play?
Robinhood Could Gain a Bigger Seat at the IPO TableAs noted, Robinhood has not been absent from the IPO space whatsoever. In 2021, the company rolled out its IPO Access product. With this, retail investors had “the opportunity to buy shares of companies at their IPO price, before trading on public exchanges.”
This was a value-additive feature, especially given that stocks going public sometimes spike before trading on the exchange. Still, just because investors requested shares did not mean they would actually receive them.
During the IPO access phase, Robinhood was only a “selling group member." In essence, the firm received a small amount of the overall IPO allocation from dominant players like The Goldman Sachs Group NYSE: GS. It would then distribute those shares to Robinhood users. Now, the company could potentially be an underwriter in deals, standing on more level ground with investment bankers, rather than being clearly below them. This would give Robinhood a say in IPO pricing and allocation.
In turn, Robinhood could gain a larger allocation of shares to distribute to users. The company would also receive underwriting fees in addition to the concession-selling fees it earns under the selling group model.
As an approved underwriter, Robinhood could potentially get a seat at the “big boy” table where traditional investment banks rule.
Why Now: The Retail Market for IPOs Is GrowingNotably, just because Robinhood is legally allowed to be an underwriter doesn’t mean that issuers have to include it in deals. There has to be something in it for them.
Thus, what makes this move interesting now is that retail investors are becoming increasingly interested in IPOs. As Morgan Stanley notes, “Retail investors—already a significant force in daily equity market liquidity—are becoming increasingly important participants in IPOs… For issuers, retail demand can be a strategic component of deal construction and aftermarket performance.”
The critical line here for Robinhood is ‘retail demand can be a strategic component of deal construction.' In other words, because retail interest in IPOs is on the rise, issuers should potentially consider them more when thinking about how to allocate shares.
Morgan Stanley's statement somewhat echoes Tenev’s more bold statement: “Since IPO Access launched in 2021, we've watched retail go from an afterthought to a key part of how companies plan an IPO. The question changed from 'why allocate to retail at all?' to 'how big can the allocation be?'
With Robinhood being one of the most widely used retail investment platforms, this dynamic could make it more likely to gain underwriter status on deals. In turn, the company would be more likely to actually gain the benefits outlined.
IPO Underwriting Market Size: Fees Aren’t the PointWhile underwriting fees would mean real revenue for the company, it is important to gain perspective on how large an opportunity this could actually be for Robinhood. Notably, Goldman Sachs' equity underwriting revenue was $535 million last quarter, or $2.14 billion if annualized. Within this, IPO fees are only one portion of that total.
As a rough estimate, assume IPO fees represented half of the total, or $1.07 billion annualized. Growing to 20% of Goldman’s IPO business long-term would likely be a success, if not an aspirational goal, in Robinhood’s mind. Doing so would equate to around $214 million in annual revenue, or 4.6% of Robinhood’s last 12 months' revenue of $4.61 billion. Thus, the potential for Robinhood to drive growth through the IPO underwriting market is not particularly large, but not insignificant either.
However, the largest benefit of entering this space likely isn’t about generating IPO-specific revenue at all. With this move, Robinhood can continue to attract and retain retail investors to its platform. As IPO interest among this group rises, offering larger allocations of IPO shares would likely be a draw for many customers. The more customers it brings in through this offering, the more Robinhood can get those customers to use its other offerings.
Transaction revenue across equities, options, and crypto—where Robinhood makes the bulk of its revenue—could receive a meaningful uplift as users rise. Overall, Robinhood’s IPO underwriting push may not be a needle mover in and of itself. However, more importantly, it clearly reinforces the company’s core value proposition—being a one-stop shop for retail investors. By expanding its IPO offerings, Robinhood protects the strong position it has built in this industry.
Robinhood Markets, Inc. (HOOD) Price Chart for Sunday, June, 14, 2026
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Marvell Technology (MRVL +0.21%) stock managed to close out this week's trading solidly in the green, posting a gain of 6.6% over the period. Across the same stretch, the S&P 500 and the Nasdaq Composite both notched gains of approximately 0.7%.
Marvell stock started the week's trading off with strong gains thanks to news of its upcoming inclusion in the S&P 500 index. The company also announced its new chief financial officer (CFO), reiterated its forward guidance, and benefited from bullish analyst coverage and market momentum connected to expectations that the Iran war could be winding down. With this week's gains, the stock is now up 229% year to date.
Image source: Getty Images.
Marvell stock banks another solid bullish week Marvell stock rocketed higher in Monday's trading on the heels of news that the company is being added to the S&P 500 index. Inclusion in the index means that exchange traded funds (ETFs) that track the index will have to buy Marvell stock, which should create positive pricing pressure.
On June 11, Marvell announced that it had appointed Dan Durn as its new CFO. Durn had previously worked at Adobe. Along with the CFO news, the company reiterated its previously issued guidance for the current fiscal quarter.
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Positive analyst coverage and Iran war news On Friday, B. Riley published new coverage on Marvell -- reiterating a buy rating on the stock and raising its one-year price target from $240 per share to $345 per share. Craig Ellis, the firm's lead analyst on the stock, said he saw Marvell's deepening partnership with Nvidia, leadership changes, and inclusion in the S&P 500 index as bullish catalysts.
In addition to bullish analyst coverage, Marvell and many other artificial intelligence stocks saw strong valuation gains on Friday thanks to news that the U.S. and Iran were on the verge of agreeing to the terms of a basic peace deal. If the war draws to a close, it could be a significant positive catalyst for Marvell and other growth stocks.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe, Marvell Technology, and Nvidia. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AeroVironment To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in AeroVironment between June 25, 2025 and March 10, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 14, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against AeroVironment, Inc. ("AeroVironment" or the "Company") (NASDAQ: AVAV) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force's ongoing efforts to modernize the SCN; (2) accordingly, Defendants overstated AeroVironment's business and financial prospects; and (3) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding AeroVironment's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the AeroVironment class action, go to www.faruqilaw.com/AVAV or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the AeroVironment Securities Class Action Lawsuit:
What is the AeroVironment securities fraud lawsuit about?
The AeroVironment securities fraud lawsuit is a federal securities class action alleging that AeroVironment, Inc. (NASDAQ: AVAV) and its executives made false and misleading statements to investors by concealing that the Company faced imminent competition for its SCAR program contracts and overstating its business and financial prospects. As the truth emerged through a series of disclosures - including a U.S. government stop work order on January 20, 2026, a Space Force announcement that it was reopening the SCAR program on March 2, 2026, and AeroVironment's disclosure of a $151.3 million goodwill impairment and contract termination on March 10, 2026 - AVAV's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the AeroVironment securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former AeroVironment employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff in the AeroVironment class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any AeroVironment investor who purchased AVAV stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased AeroVironment stock during the Class Period?
Investors who purchased AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the AeroVironment securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/AVAV for more information.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased AeroVironment securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301311
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Calix To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Calix between January 28, 2026 and April 21, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 14, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Calix, Inc. ("Calix" or the "Company") (NYSE: CALX) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) that the Company's advanced supply of memory components was dwindling; (3) that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
On April 21, 2026, Calix reported results for the first quarter of 2026 earnings, including that "Non-GAAP gross margin was 57.2%, down 80 basis points sequentially." Further, the Company reported "gross margin guidance for the second quarter of 2026 is between 54.25% and 57.25%" and "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points."
In the accompanying earnings call, the Company's CFO stated "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter. However, that advanced supply has run its course, and we now face market prices."
On this news, Calix's stock price fell $6.93, or 13.98% to close at $42.65 per share on April 22, 2026, on unusually heavy trading volume.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Calix's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Calix class action, go to www.faruqilaw.com/CALX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Calix Securities Class Action Lawsuit:
What is the Calix securities fraud lawsuit about?
The Calix securities fraud lawsuit is a federal securities class action alleging that Calix, Inc. (NYSE: CALX) and its executives made false and misleading statements to investors by concealing that the Company's strong first quarter margins were artificially inflated by advanced purchasing of memory components, that its advanced supply of those components was dwindling, and that it would soon be forced to purchase memory components at rising market prices - creating significant negative margin pressure. As the truth emerged on April 21, 2026, when Calix reported Q1 2026 results and its CFO disclosed that "advanced supply has run its course" and the Company would "now face market prices," CALX's stock price fell $6.93 per share, or 13.98%, causing significant losses for investors.
Who may be eligible to participate in the Calix class action lawsuit?
Investors who purchased or acquired Calix (CALX) stock between January 28, 2026 and April 21, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Calix securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Calix employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Calix lawsuit?
A lead plaintiff in the Calix class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Calix investor who purchased CALX stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Calix stock during the Class Period?
Investors who purchased Calix (CALX) stock between January 28, 2026 and April 21, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Calix securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CALX for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301315
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
SummaryArthur J. Gallagher & Co. leverages organic growth and aggressive M&A to drive industry-leading expansion in the fragmented insurance brokerage sector.Q1 2026 results reinforced the thesis: revenue surged 27.7% year-over-year, with 5% organic growth and strong EPS outperformance.AJG trades at a forward PE of 16.36 and a discount to a fair value estimate of $306, supporting a bullish total return outlook.Risks include a softening P&C market and integration challenges from recent acquisitions, but AJG's disciplined execution and low payout ratio underpin dividend growth.Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More »Sitewide Sale 2026: Get 20% Off J Studios/DigitalVision via Getty Images
Co-authored by Kody's Dividends
When it comes to insurance brokerages, there are many options available to you. Interestingly, many of these brokerages offer the exact same policies from the same companies. It comes down to personal preference or
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings team.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Badger Meter To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Badger Meter between April 18, 2024 and April 16, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 14, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Badger Meter, Inc. ("Badger Meter" or the "Company") (NYSE: BMI) and reminds investors of the August 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Badger Meter's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Badger Meter class action, go to www.faruqilaw.com/BMI or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Badger Meter Securities Class Action Lawsuit:
What is the Badger Meter securities fraud lawsuit about?
The Badger Meter securities fraud lawsuit is a federal securities class action alleging that Badger Meter, Inc. (NYSE: BMI) and its executives made false and misleading statements to investors by touting "strong" demand, a "robust" order pipeline, and a "long runway" for growth while concealing that the Company's financial results were not sustainable. As the truth emerged through a series of disclosures - including disappointing Q2 2025 results and a sequential sales decline forecast on July 22, 2025, missed revenue expectations and a 6% sequential decline in utility water sales on January 28, 2026, and Q1 2026 earnings that missed consensus estimates by $0.26 per share with revenue missing by $28.58 million on April 17, 2026 - BMI's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the Badger Meter class action lawsuit?
Investors who purchased or acquired Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Badger Meter securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Badger Meter employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Badger Meter lawsuit?
A lead plaintiff in the Badger Meter class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Badger Meter investor who purchased BMI stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 3, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Badger Meter stock during the Class Period?
Investors who purchased Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Badger Meter securities class action is August 3, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/BMI for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301313
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BXSL, BN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
V. Prem Et Al Watsa, 10% Owner, reported the purchase of 1,178,344 shares of Under Armour, Inc. (UA +0.86%) across three open-market transactions, as disclosed in the SEC Form 4 filing.
Transaction summaryMetricValueShares traded1,178,344Transaction value$5.9 millionPost-transaction shares (direct)0Post-transaction shares (indirect)44,179,216Post-transaction value (direct ownership)~$0Transaction value based on SEC Form 4 weighted average purchase price ($4.98).
Key questionsHow does this trade affect Watsa's total economic exposure to Under Armour?
The purchase marginally increased indirect exposure, which now stands at 44,179,216 shares for this class post-transaction.Were these shares acquired directly or through an entity?
All shares were acquired and are now held indirectly via Fairfax Financial Holdings Limited subsidiaries and related entities, with no direct holdings reported post-transaction.What proportion of Watsa's holdings did this transaction represent?
The purchase accounted for 2.74% of total indirect holdings before the transaction, indicating incremental position-building rather than a material repositioning.Is there any impact from other share classes on the interpretation of this activity?
Yes; Watsa retains significant holdings of Class A Common Shares that can be converted to Common Stock, so this transaction impacts only the Common Stock class and does not reflect a shift in overall ownership stance.Company overviewMetricValueMarket capitalization$2.5 billionRevenue (TTM)$4.98 billion1-year price change-9.4%Note: 1-year performance is calculated using June 12th, 2026 as the reference date.
Company snapshotOffers performance apparel, footwear, and accessories, with core product lines including compression, fitted, and loose-fit apparel, as well as running, training, and basketball footwear.Generates revenue through a mix of wholesale distribution, direct-to-consumer retail and e-commerce, and digital fitness platforms.Targets athletes and fitness-focused consumers globally, with a primary presence in the United States and expanding international markets.Under Armour, Inc. is a global provider of innovative sportswear and athletic footwear, leveraging proprietary brands and technologies to serve a broad consumer base. The company’s strategy centers on performance-driven products and a multi-channel distribution model to capture market share in the competitive athletic apparel sector. With a significant footprint in North America and growing international exposure, Under Armour seeks to differentiate itself through brand strength and product innovation.
What this transaction means for investorsPrem Watsa and Fairfax Financial are deep-value investors by reputation, and this purchase fits that profile: open-market buys near five-year lows, accumulated quietly across three sessions through Fairfax subsidiaries. The filing is a signal worth noting, but the more useful question for investors is what they're actually buying into. Under Armour has spent the better part of three years trying to prove it can rebuild margins and brand relevance without leaning on discounting. The turnaround thesis is real — the company has cut SKUs, pulled back from off-price channels, and brought in outside leadership — but execution has been uneven, and the stock's decline reflects that. Revenue has contracted as the company prioritized quality of sales over volume, which is the right long-term call but a painful one in the near term. The company is also leaning into AI for product design and operational efficiency, and recently announced a research collaboration applying its performance materials to humanoid robotics — though for an apparel brand, AI is a supporting tool, not a valuation driver. The case for Under Armour here is essentially a recovery bet: the brand still has recognition, the balance sheet isn't distressed, and the stock is priced for continued disappointment. If the margin recovery gains traction over the next few quarters, there's a credible re-rating story. If execution slips again, there's limited near-term support. Watsa's incremental add suggests he sees the downside as bounded — investors with a two-to-three year horizon and tolerance for volatility may agree. I have a hard time seeing Under Armor making a turnaround that’s worth waiting for.
For a broader look at how AI is reshaping retail and apparel, see our guide to AI in retail.
Seena Hassouna has no position in any of the stocks mentioned. The Motley Fool recommends Under Armour. The Motley Fool has a disclosure policy.
Redwire (RDW 11.53%) stock got hit hard this week, falling 17.8% across the stretch. Over the same period, the S&P 500 and the Nasdaq Composite each managed to gain 0.7% despite high levels of volatility.
Excluding SpaceX, the last week was generally a tough bearish stretch for space stocks. But even with a big valuation pullback in recent trading, Redwire's share price is still up 99% year to date.
Image source: Getty Images.
Macroeconomic and geopolitical news dragged Redwire lower On Wednesday, the Bureau of Labor Statistics published May's Consumer Price Index (CPI) data -- providing the market with the latest round of key inflation data. While CPI inflation of 4.2% was in line with expectations, it still marked the highest level of inflation in three years -- and the picture got worse from there.
President Donald Trump said that the U.S. was on track to carry out big strikes on Iran, potentially escalating the conflict that has driven energy prices higher and accelerated inflation. News emerged later in the week that the U.S. and Iran were actually potentially on the verge of agreeing on basic terms to end the war, but geopolitical dynamics were still a significant source of bearish volatility last week.
Today's Change
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Current Price
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15.12
SpaceX's IPO also had a negative impact on Redwire stock SpaceX had its initial public offering (IPO) on Friday and rocketed higher out of the gate. The company's share price ended the day up 19.2%, pushing its market capitalization to roughly $2.1 trillion. While SpaceX had a successful IPO, the tech leader's public debut also had the effect of pulling investment dollars out of other stocks with exposure to the space industry -- and Redwire suffered a valuation contraction as a result.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Quantum Computing Inc. receives a speculative buy rating, targeting investors willing to accept high risk for asymmetric returns. QUBT's $850M cash position post-raise eliminates near-term funding risk, providing a 30-year runway at current burn rates. Revenue is accelerating but remains modest; the investment thesis hinges on scaling photonic quantum technology in a rapidly growing market.
Composizione della tesoreria di Eightco al 10 giugno 2026: 90 milioni di dollari di azioni OpenAI (indirette), 18 milioni di dollari di azioni Beast
Industries, 16.278 ETH, 283 milioni di WLD e 142 milioni di dollari in contanti e mezzi equivalenti,
per un totale di circa 406 milioni di dollari
OpenAI ha annunciato di aver presentato un S-1 riservato, preparandosi per un'
offertapubblica iniziale
World offre una soluzione al problema del "doppio umano" in un mondo in cui aumentano i deepfake
Eightco offre un'esposizione indiretta ad alcune delle società private più innovative, tra cui
OpenAI e Beast Industries
, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ: ORBS) ("Eightco" o "la Società") ha fornito oggi un aggiornamento sulle proprie partecipazioni complessive, evidenziando la crescente presenza nel settore degli asset digitali e degli investimenti strategici in società tecnologiche private leader.
Eightco Holdings (NASDAQ: ORBS) Reports Total Holdings of Approximately $406 Million, Includes OpenAI, Beast Industries, More Than 16,000 ETH and Over 283 Million WLD Tokens
Eightco Holdings (NASDAQ: ORBS) Reports Total Holdings of Approximately $406 Million, Includes OpenAI, Beast Industries, More Than 16,000 ETH and Over 283 Million WLD Tokens
Al 10 giugno 2026, alle ore 16:30. ET, ORBS detiene partecipazioni che includono un investimento di 90 milioni di dollari (indirettamente, tramite società veicolo) in OpenAI, un investimento di 18 milioni di dollari in Beast Industries, un investimento di 1 milione di dollari in Mythical Games, 283.452.700 Worldcoin (WLD) a 0,45 dollari per WLD (secondo Coinbase), 16.278 Ethereum (ETH) e un totale di circa 142 milioni di dollari in contanti e stablecoin, per un valore complessivo delle partecipazioni pari a circa 406 milioni di dollari.
Le principali notizie sull'IA in testa all'informazione:
Il management di ORBS ritiene che il portafoglio di tesoreria della Società contenga alcuni degli elementi più cruciali per il futuro dell'intelligenza artificiale e del sistema finanziario digitale. Tra le partecipazioni, i punti salienti delle ultime settimane sono:
È stato di recente riportato che gli hacker potrebbero potenzialmente utilizzare l'IA per estrarre le impronte digitali dalle immagini pubblicate di persone che si fanno selfie con il segno della pace. Utilizzando software di fotoritocco e strumenti di IA, le creste digitali possono essere migliorate e rese visibili nelle immagini ad alta risoluzione (The New York Post). Con la proliferazione di strumenti di IA avanzati, i dispositivi Orb di Tools For Humanity diventano notevolmente più importanti per dimostrare l'umanità. L'8 giugno, OpenAI ha annunciato di aver presentato un documento S-1 riservato, preparandosi per un'offerta pubblica iniziale (OpenAI). "Una futura IPO di OpenAI consentirà agli investitori pubblici di detenere una partecipazione diretta in una delle aziende più importanti alla guidano della trasformazione dell'IA", ha dichiarato Thomas "Tom" Lee, membro del consiglio di amministrazione di Eightco. "ORBS, tramite le sue attuali partecipazioni indirette nel capitale azionario di OpenAI, consente agli investitori di esporsi a OpenAI prima di qualsiasi offerta pubblica".
Eightco: esposizione ai principali megatrend
Eightco si fonda su tre megatrend che, secondo le previsioni dell'Azienda, plasmeranno il prossimo decennio dell'innovazione: IA, identità digitale ed economia dei creator, con posizioni in ciascuno di essi attraverso investimenti indiretti in OpenAI (22% delle partecipazioni in portafoglio di ORBS), Worldcoin (32%) e Beast Industries (4%).
IA — OpenAI
Eightco ha investito circa 90 milioni di dollari in veicoli a scopo speciale con esposizione a partecipazioni azionarie nella società madre di OpenAI, pari a circa il 22% delle attività di tesoreria, una delle concentrazioni più elevate tra tutti i veicoli quotati.
ChatGPT, l'app consumer di OpenAI, è diventata l'app consumer di intelligenza artificiale numero uno al mondo (Sensor Tower) e nel febbraio 2026 ha superato i 900 milioni di utenti attivi settimanali, diventando così la tecnologia consumer con la crescita più rapida della storia (UBS via Reuters).
Identità digitale — Token WLD
Eightco detiene oltre 283 milioni di WLD, pari a circa l'8,4% della fornitura circolante, la maggiore posizione istituzionale resa pubblica a livello globale e che costituisce circa il 32% degli asset di tesoreria di Eightco.
Worldcoin è il token nativo di World, una rete globale Proof of Human creata da Tools for Humanity (cofondata da Sam Altman e Alex Blania) e gestita dalla World Foundation. I dispositivi Orb rilasciano un World ID che tutela la privacy e verifica che l'utente sia una persona fisica e non un agente AI.
In base al modello di business annunciato da World, le applicazioni pagano commissioni per ogni verifica, mentre la verifica degli utenti finali rimane gratuita, con sia gli emittenti di credenziali che il protocollo World che monetizzano l'autenticazione degli utenti verificati. World individua un'opportunità di fatturato potenziale complessiva pari a 6,35 trilioni di dollari in 13 settori, tra cui quello bancario, l'e-commerce, il gaming, i social media e l'IA agentica (secondo Tools for Humanity).
Economia dei creatori — Beast Industries
Eightco ha investito 18 milioni di dollari nel capitale azionario di Beast Industries, pari a circa il 4% delle attività di tesoreria.
Beast Industries vanta una delle più ampie reti di distribuzione diretta al consumatore al mondo, con oltre 500 milioni di follower complessivi su tutte le piattaforme, grazie soprattutto a MrBeast, la persona più seguita su YouTube a livello globale. Man mano che l'intelligenza artificiale trasforma in commodity la creazione di contenuti, la distribuzione e la fiducia del pubblico diventano risorse sempre più ridotte.
Informazioni su Eightco Holdings Inc.
Eightco Holdings Inc. (NASDAQ: ORBS) è una holding quotata in borsa, che sta implementando una strategia di tesoreria innovativa basata su Worldcoin (WLD), offrendo agli investitori un'esposizione indiretta a un singolo ticker a tre dei trend principali di questo ciclo: l'IA attraverso il suo investimento indiretto in OpenAI, l'identità digitale attraverso la posizione di maggiore detentore pubblico di WLD e del protocollo Proof-of-Human, e l'economia dei creator attraverso la partecipazione azionaria in Beast Industries di MrBeast. Grazie al supporto di investitori istituzionali leader, tra cui Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera e GSR, Eightco sta creando l'infrastruttura per la verifica umana nell'era dell'IA agentica.
Per ulteriori informazioni:
X: @iamhuman_orbs
Sito Web: 8co.holdings
Domande frequenti
Che cos'è il titolo ORBS?
Eightco Holdings Inc. (NASDAQ: ORBS) è una società quotata in borsa al Nasdaq. ORBS offre un'esposizione indiretta a: OpenAI e Beast Industries.
Chi possiede più Worldcoin (WLD)?
Eightco Holdings (NASDAQ: ORBS) detiene 283 milioni di WLD, pari a circa l'8,4% dell'offerta circolante e alla maggiore posizione istituzionale resa pubblica a livello globale.
Cosa è Proof of Human?
Proof of Human è una verifica crittografica, secondo cui un utente è una persona fisica unica e vivente, non un bot o un agente AI. Si tratta di un'infrastruttura fondamentale per i social network, i sistemi bancari e qualsiasi sistema che richieda il principio "una persona, un account" nell'era dell'IA agentica.
In che modo Eightco (ORBS) si collega a Proof of Human?
Eightco Holdings (NASDAQ: ORBS) è il maggiore detentore istituzionale pubblicamente noto di Worldcoin (WLD), il token che alimenta la rete Proof of Human di World.
Chi è CEO di Eightco Holdings?
Kevin O'Donnell è CEO di Eightco Holdings (NASDAQ: ORBS). Nel consiglio di amministrazione della società vi sono Tom Lee (Managing Partner e Responsabile della ricerca presso Fundstrat e presidente di Bitmine Immersion Technologies (NYSE: BMNR)) e, in veste di consulente del consiglio di amministrazione, Brett Winton (Chief Futurist presso ARK Invest).
Dichiarazioni previsionali
Il presente comunicato stampa contiene dichiarazioni previsionali ai sensi del Private Securities Litigation Reform Act del 1995. Tutte le dichiarazioni presenti in questo comunicato stampa, tranne quelle relative a fatti storici, possono essere considerate di carattere previsionale, incluse, a titolo esemplificativo ma non esaustivo, le dichiarazioni riguardanti: le aspettative della Società secondo cui l'IA, l'identità digitale e l'economia dei creator daranno forma al prossimo decennio di innovazione; la convinzione della Società che il proprio portafoglio di tesoreria contenga alcuni dei componenti più critici per il futuro sistema finanziario digitale e basato sull'IA; le dichiarazioni relative all'importanza dei dispositivi Orb per dimostrare l'umanità alla luce della proliferazione di strumenti di IA avanzati; le aspettative riguardanti una potenziale offerta pubblica iniziale (IPO) di OpenAI e le aspettative che tale IPO permetterebbe agli investitori pubblici di detenere una partecipazione diretta in una delle maggiori società alla guida della trasformazione dell'IA; la dichiarazione di un membro del Consiglio di Amministrazione della Società secondo cui l'esposizione di ORBS a OpenAI consente agli investitori di esporsi a OpenAI prima di qualsiasi offerta pubblica; le dichiarazioni relative a ChatGPT come la tecnologia di consumo a più rapida crescita nella storia; la convinzione che la verifica Proof-of-Human stia diventando un'infrastruttura fondamentale per i social network, il settore bancario, il commercio agentico e i sistemi finanziari nell'era dell'IA agentica; dichiarazioni relative alle opportunità di fatturato globali pari a 6,35 trilioni di dollari in settori che spaziano dal settore bancario, all'e-commerce, ai videogiochi, ai social media e all'IA; e dichiarazioni relative all'importanza della distribuzione e della fiducia del pubblico, quando l'IA rende la produzione di contenuti una commodity. Parole come "prevede", "si aspetta", "sarà", "anticipa", "continua", "espande", "avanza", "sviluppa", "crede", "guida", "obiettivo", "potrebbe", "rimanere", "progettare", "prospettive", "intendere", "stimare", "potrebbe", "dovrebbe" e altre parole e termini di significato ed espressione simili sono intesi a identificare dichiarazioni previsionali, sebbene non tutte le dichiarazioni previsionali contengano tali termini. Le dichiarazioni previsionali si basano su convinzioni e ipotesi attuali del management, le quali sono soggette a rischi e incertezze e non costituiscono garanzie di risultati futuri. I risultati effettivi potrebbero differire in modo sostanziale da quelli contenuti in qualsiasi dichiarazione previsionale a causa di vari fattori, tra cui, a titolo esemplificativo ma non esaustivo: l'incapacità della Società di influenzare la gestione o le operazioni di società private in cui la Società non detiene una partecipazione di controllo, tra cui OpenAI e Beast Industries; il rischio di perdita o svalutazione degli investimenti strategici della Società, inclusa la sua posizione indiretta nel capitale di OpenAI (detenuta tramite veicoli a scopo speciale), la sua posizione in WLD e la sua posizione nel capitale di Beast Industries; la capacità della Società di mantenere la conformità ai requisiti di quotazione continua del Nasdaq; costi, oneri o spese imprevisti che riducono le risorse di capitale della Società o ritardano in altro modo l'impiego di capitale; l'incapacità di raccogliere capitale adeguato per finanziare o espandere le proprie operazioni aziendali o gli investimenti strategici; volatilità dei prezzi degli asset digitali, inclusi WLD ed ETH, che potrebbe influire in modo significativo sul valore delle partecipazioni di tesoreria della Società; cambiamenti normativi, legislazione futura e regolamentazione che incidono negativamente sugli asset digitali, sull'adozione dell'intelligenza artificiale o sulla raccolta di dati biometrici; rischi relativi allo sviluppo, all'adozione e all'accettazione da parte del mercato della tecnologia Proof-of-Human e della rete World; incertezza riguardo al ritmo e alla traiettoria dell'implementazione dell'IA agentica nelle applicazioni aziendali e di consumo; l'incertezza relativa alla roadmap dei prodotti di OpenAI e alle tempistiche o al lancio di una eventuale IPO; rischi relativi alla capacità di Beast Industries di raggiungere le proprie proiezioni di crescita; il cambiamento delle posizioni dell'opinione pubblica e dei governi sugli asset digitali o sui settori legati all'intelligenza artificiale. Alla luce di tali rischi e incertezze, si raccomanda ai lettori di non fare eccessivo affidamento su tali dichiarazioni previsionali. Per un'analisi di altri rischi e incertezze, nonché di altri fattori rilevanti, ognuno dei quali potrebbe far sì che i risultati effettivi di Eightco differiscano da quelli contenuti nelle dichiarazioni previsionali qui riportate, si rimanda ai documenti depositati da Eightco presso la Securities and Exchange Commission (la "SEC"), inclusi i fattori di rischio e altre informazioni contenute nella sua Relazione annuale sul modulo 10-K depositata presso la SEC il 15 aprile 2026 e nei successivi documenti depositati presso la SEC e disponibili al pubblico. Tutte le informazioni contenute nel presente comunicato stampa sono aggiornate alla data di pubblicazione e Eightco non si assume alcun obbligo di aggiornare tali informazioni o di annunciare pubblicamente i risultati di eventuali revisioni di tali dichiarazioni al fine di riflettere eventi o sviluppi futuri, salvo quanto richiesto dalla legge.
