Track market-moving stories before they get noisy

F.N.B. Corporation (NYSE:FNB) will release its third-quarter earnings report after the closing bell on Monday, Oct. 19.

Analysts expect the Pittsburgh, Pennsylvania-based company to report quarterly earnings of 43 cents per share, up from 41 cents per share in the year-ago period. The consensus estimate for FNB’s quarterly revenue is $476.2 million. It reported $457.44 million last year, according to Benzinga Pro.

On July 29, F.N.B. declared cash dividend of 13 cents per share on common stock.

FNB shares fell 1.3% to close at $17.06 on Friday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Truist Securities analyst John McDonald maintained a Buy rating and cut the price target from $20.5 to $19 on Oct. 9, 2026. This analyst has an accuracy rate of 60%.
Wells Fargo analyst Terry McEvoy maintained an Overweight rating and cut the price target from $22 to $21 on Sept. 30, 2026. This analyst has an accuracy rate of 67%.
UBS analyst Timur Braziler initiated coverage on the stock with a Neutral rating and a price target of $20 on Sept. 14, 2026. This analyst has an accuracy rate of 69%.
B of A Securities analyst Brandon Berman downgraded the stock from Buy to Neutral and lowered the price target from $20 to $19 on July 20, 2026. This analyst has an accuracy rate of 51%.
Piper Sandler analyst Manuel Navas maintained an Overweight rating and raised the price target from $21 to $22 on June 26, 2026. This analyst has an accuracy rate of 52%.
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Considering buying FNB stock? Here’s what analysts think:

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If I were to pick one growth stock with the potential to mint new millionaires, Joby Aviation (JOBY -2.76%) would come to mind first.

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In a nutshell, Joby is manufacturing electric vertical takeoff and landing (eVTOL) aircraft. For years, these aircraft have existed only in experimental contexts. But with help from the White House, eVTOLs are beginning to enter real-world operations. Indeed, Joby has demonstrated these aircraft in California, New York, and, most recently, Texas, and it expects to carry its first passengers by the end of 2026.

Image source: Joby Aviation.

The market opportunity for Joby's eVTOLs is huge. If Joby operated thousands of these aircraft across major cities, it could generate billions in annual revenue.

Joby currently trades at a little less than $6 per share and has a roughly $5 billion market cap. If Joby were to grow to the size of Uber today (about $140 billion), its value would increase about 28-fold. Assuming no major dilution, that could put Joby at about $165 a share.

Under those assumptions, an investment of roughly $36,000 today could grow into $1 million.

Still, risks remain. Joby doesn't have the FAA type certification to fly passengers commercially, nor has it manufactured a major fleet of eVTOLs. As such, the stock is a high-risk, high-reward bet on an industry that doesn't exist yet. Only investors who can stomach major volatility should consider buying today.

Steven Porrello has positions in Joby Aviation. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.

Fresh hardware arriving at Cape Canaveral gave AST SpaceMobile bulls a reason to cheer, but a mounting analyst argument about SpaceX may matter far more for where the stock heads next.

AST SpaceMobile (NASDAQ:ASTS) stock is up 4% to $52.86 after the company said over the weekend that its next three BlueBird satellites had arrived at Cape Canaveral, Florida, ahead of launch. AST SpaceMobile stock remains down 27% year to date (YTD), despite the bounce.

Two other closely followed space names aren’t joining the rally. Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) stock is down 0.8% to $67.66, and Intuitive Machines (NASDAQ:LUNR) stock is down 0.5% to $13.13.

Broader space trading looks calmer, pointing to a company-specific story. The Procure Space ETF (NASDAQ:UFO) is up 0.2% to $42.05, and for a wider-market gauge, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is flat at $778.89.

BlueBird Arrivals and a Berenberg Call Fuel the Rebound BlueBirds 14, 15 and 16 are now at the Florida spaceport, marking the next step in AST SpaceMobile’s deployment plan, though no launch date has been announced. Each satellite is built to connect directly to unmodified smartphones, and the trio is set to join a constellation that already counts 13 spacecraft in orbit. AST SpaceMobile is targeting around 45 satellites in orbit by early 2027, a expansion that depends on a steady launch pace.

SpaceX (NASDAQ:SPCX) agreed last week to buy a nationwide low-band spectrum portfolio, a step that establishes it as a mobile carrier. Berenberg maintained its Buy rating on AST SpaceMobile after seller Grain Management agreed to the deal, which still requires Federal Communications Commission (FCC) approval. Analyst Michael Filatov of Berenberg argued that the purchase makes AST SpaceMobile more strategically relevant, since a SpaceX carrier push leaves it as the natural satellite partner for existing operators.

Carrier Partnerships Set AST SpaceMobile Apart AST SpaceMobile reaches customers through partnerships with existing mobile carriers such as Vodafone, Orange, Telefónica, Deutsche Telekom and Rakuten, which sell the service to their subscribers. That structure makes any carrier-focused move by SpaceX directly relevant to AST SpaceMobile stock.

Rocket Lab stock is down 3% YTD and Intuitive Machines stock is down 19% YTD, both smaller declines than AST SpaceMobile stock. The gap keeps the pressure on AST SpaceMobile to deliver on its launch plan.

All three names sit inside the Procure Space ETF, where AST SpaceMobile stock made up 4% of net assets as of July 31. Weightings of 3.6% for Rocket Lab and 1.3% for Intuitive Machines round out the trio, so one holding’s rally barely moves the fund.

What to Watch Next On the bull side, hardware is reaching the launch site while an analyst frames the SpaceX threat as a positioning advantage. The bear case carries weight too. No launch date exists, the spectrum sale still needs regulatory approval and only 13 satellites are in orbit, well short of the count continuous coverage requires.

A confirmed launch date for BlueBirds 14, 15 and 16 is worth watching, as it could turn a shipping update into an orbital milestone. Getting those satellites into orbit matters because AST SpaceMobile has planned beta services with select carrier partners for this year.

The FCC’s ruling on the Grain Management sale is worth monitoring, since that decision may shape how carriers weigh SpaceX against AST SpaceMobile. With launch timing and regulatory approval still unresolved, investors should keep their position sizes in AST SpaceMobile stock measured.

Contact [email protected] for any questions or corrections.

Samsung plans to add USDC transfers to its Wallet app during the last week of October. The company says 82 million U.S. Galaxy devices are compatible, but access will depend on age, residence, operating system, identity checks and supported destinations. A phone that can run the feature is not the same as a person who has opened and funded a stablecoin account.

Summary

Samsung Wallet plans USDC support in the last week of October for eligible U.S. Galaxy users, with 82 million compatible devices cited as reach rather than active customers. Users must be at least 18, hold a Samsung account, have a compatible device running Android 13 or later, complete identity checks and set up biometric authorization. Transfers to compatible crypto wallets may carry no Samsung fee, while transfers to eligible bank accounts in more than 60 countries carry destination dependent fees. Bastion will operate custody, account and compliance services with Coinbase Prime Vault as subcustodian; Solana and Sui are named blockchain infrastructure partners. Samsung has described future online and in store payments as possible additions, not services promised for the first rollout. Samsung’s October 7 announcement says eligible Galaxy owners in the United States will be able to send USDC to compatible external wallets and bank accounts abroad. The built in interface removes the need to install a separate crypto app or manage private keys personally. That convenience rests on regulated partners running the account and transfer infrastructure behind the screen. Samsung itself says it will not be the bank, custodian or money transmitter holding customer funds.

JUST IN: Samsung taps Solana for $USDC payments for its Galaxy users in the U.S.

The rollout will let Samsung Wallet users move money internationally through Solana, with the feature expected to reach 82M Galaxy devices starting in the final week of October. pic.twitter.com/Hd1FYVqFqK

— crypto.news (@cryptodotnews) October 8, 2026 The full eligibility and fee notes sharply narrow the headline device count. Applicants must be U.S. residents aged 18 or older with a Samsung account and compatible Galaxy hardware running Android 13 or later. They must complete identity verification and biometric setup. A qualifying sender still needs an allowed destination and recipient. The rollout is scheduled for the last week of October and has not begun as of October 12.

82 million devices are an addressable base Samsung says 82 million Galaxy devices in the United States are compatible with the stablecoin functionality. The footnote explicitly defines the figure as compatible devices, not unique adults, verified customers or active senders. Some people own more than one device. Others will not want a stablecoin account, fail onboarding, live outside the applicable residence test or use a phone without the required system version.

Even among eligible owners, payment utility depends on funding and a reason to send. Someone who never purchases USDC does not add to transfer volume. A person who moves funds once to test the app contributes differently from a household that sends remittances every month. Samsung has not published forecasts for enrollment, balances, monthly active users, transfer value or cross border corridors. Converting 82 million directly into a user count would be an error.

The age and residence terms restrict access at launch. A Galaxy user overseas may own the same model but cannot infer eligibility from hardware. Samsung says future international expansion will depend on regulatory conditions in each country. Recipients outside the United States may be able to receive into supported wallets or bank accounts, but that does not make the full Samsung Wallet account service available to them.

Identity verification makes onboarding different from sending an ordinary contact or picture from a phone. Bastion will screen users and transactions under its regulated infrastructure, according to its partner announcement. A registered Galaxy device and biometric confirmation are intended to authorize each transfer. Neither measure removes fraud risk if a user is tricked into sending to an attacker controlled address or a recipient supplies the wrong wallet network.

Samsung says access appears inside the Wallet interface used for payment cards and other credentials. A familiar button may lower setup friction, but bank account funding, purchase limits, identity decisions and recipient availability still determine whether it becomes a routinely used money service. The first post launch metric should be successfully onboarded senders, not the number of phones on which an icon can appear.

Two routes leave the Wallet app The first route sends USDC to an external wallet or exchange account that accepts USDC on a blockchain supported by Samsung Wallet. Samsung says eligible transfers can complete in seconds and that it does not charge a transfer fee for this route. Its footnotes caution that a receiving provider may charge its own fee and that timing depends on network conditions. A sender must check the token, chain and destination address before confirming.

The second route sends value to a qualifying bank account in one of more than 60 destination countries, with a recipient potentially receiving local currency rather than a crypto token. Bastion says it converts USDC and routes payouts through local regulated partners. Samsung states that bank transfer fees vary by destination and amount and that the app will display them with an estimated delivery time before confirmation. Bank eligibility and local operating conditions can delay or prevent payment.

JUST IN: Apple and Samsung signal potential stablecoin support for Apple Pay

Apple has posted a job listing seeking stablecoin expertise with compensation of up to $280,000, while Samsung is also reportedly planning stablecoin support for Samsung Wallet; together, the two… pic.twitter.com/UFkIcFdj9m

— crypto.news (@cryptodotnews) September 21, 2026 These routes solve different customer problems. A wallet to wallet transfer leaves the recipient with a digital dollar that they may hold, spend or convert themselves. A bank payout is a remittance service that includes foreign exchange, local payment rails and account validation. “No transfer fee” in Samsung’s crypto wallet route should not be pasted onto the bank payout route. The exchange rate and local currency amount matter alongside the stated fee.

For a household comparing providers, the relevant number is what reaches the recipient after all charges and conversion. A low displayed transfer fee can be outweighed by a worse currency rate or a recipient bank charge. Samsung has not published a complete country list or fixed corridor price table in the release. A launch day comparison will require an actual quoted amount, a destination, a timestamp and confirmation that the recipient account type qualifies.

Samsung’s announcement describes future online and tap to pay stablecoin purchases as possibilities. The launch product is a transfer service. A merchant cannot assume that every Galaxy user will pay with USDC at checkout in the last week of October, and an analyst cannot count retail payment transactions before the function exists.

Who holds the USDC? Bastion is the licensed infrastructure provider handling stablecoin accounts, custody operations, identity controls and remittance functions, according to Samsung and Bastion. Coinbase acts as its subcustodian through Coinbase Prime Vault. Bastion says it maintains a ledger for user balances and executes transfers on supported blockchains. Samsung supplies the user facing Wallet environment and device authentication but says it does not hold the customer’s funds.

This division matters when something goes wrong. A missing balance could involve a user interface, a partner ledger, a custody account, an onchain transfer or a payout institution. The parties’ public releases identify broad roles but not every dispute process, insurance limitation or allocation of responsibility for an erroneous destination. Customers need the service terms and a transaction reference to determine who can correct a particular problem.

Private keys are not managed directly by the user in this design. That can reduce the risk of losing a recovery phrase while introducing reliance on account access and the providers’ controls. An owner whose registered phone is lost, stolen or replaced would need an account recovery process that preserves security without trapping legitimate balances. Samsung emphasizes biometric authorization on registered hardware, but the product announcement does not detail every recovery and dispute scenario.

Custody at a regulated partner should not be confused with a bank deposit at Samsung. USDC is a stablecoin and carries issuer, custody and operational exposure, while an outbound bank transfer includes additional intermediaries. Samsung’s service footnote says accounts, custody and money movement come from partners. A user should know which entity owes them a balance before treating an in app number as equivalent to cash in a checking account.

The separation may help Samsung scale without becoming a direct custodian in each country. It also means availability depends on partner licenses and sanctions screening. Bastion says it checks addresses and monitors transactions for fraud and money laundering risks. A transfer might be refused or held while a provider checks it; the announcements do not promise unrestricted transfers to every compatible address.

Solana and Sui are both in the plan Samsung names Solana and Sui among blockchain infrastructure partners. Solana’s announcement emphasizes USDC remittances on its network from late October. Sui’s account describes access to USDC on Sui and gasless transfers. Samsung’s own release names both as partners, without publishing a definitive menu of which network and destination combinations will be available to each customer on the first day.

An external recipient must be compatible with the network selected in Samsung Wallet. A USDC token on one chain is not automatically deliverable to an address expecting another chain’s asset. An app that abstracts chain selection could help, but a sender should still review the destination and any network label. The wallet’s actual validation prompts and supported route list should be checked when the service goes live.

The promise that a user does not manage private keys does not mean blockchains vanish. Bastion will execute transfers and record balances while network partners supply transfer rails. If a blockchain is congested or experiences an interruption, the customer may see a pending transfer even though the Samsung interface is working. A bank payout can also be delayed after the onchain part completes because local payment systems have their own processing windows.

Network fees and customer fees are separate accounting items. Samsung says it charges no transfer fee for external wallet sends; a partner could cover an underlying chain cost, or network design could reduce it. An infrastructure claim about gasless transfers on Sui does not imply every bank payout is free. Samsung’s fee notes specify that charges for recipient bank transfers depend on the corridor and amount.

SUI and SOL holders should avoid translating the 82 million device figure into token demand. Even if transfers use a chain, the gas cost per payment may be small or paid by a partner. The relevant figures are actual transfer counts by chain, fees paid in native tokens and operating balances held by service providers. None has been reported for Samsung Wallet’s forthcoming service.

Remittances depend on the last mile Bank account payouts require a local institution or payment provider to receive instructions and deliver domestic money. Bastion says its network of local regulated partners handles that part. Availability in more than 60 countries does not guarantee support for every bank, account type, recipient or transfer amount in a country. Samsung’s own terms say recipient eligibility varies.

A successful sender experience has several checkpoints: purchase or receipt of USDC, authorization on a registered device, partner screening, conversion, local payout and a recipient confirmation. A failure at one checkpoint should produce an intelligible status and a route to refund or resolve the transfer. Samsung has not published corridor level completion rates, refund times or dispute statistics ahead of launch.

Exchange rates can change between initiation and completion if a quote is not locked under the applicable terms. The exact policy needs examination in the product’s live disclosure. A sender may see an estimate before final confirmation, and the recipient may care more about the final local currency than the USDC amount debited. A fair comparison with conventional remittance apps requires the same sending amount and destination at the same time.

For a recipient with an external crypto wallet, the last mile may be a local exchange or merchant willing to accept USDC. No Samsung fee on the onchain send cannot remove those conversion or cash out costs. If the recipient instead receives a bank deposit, Bastion and its partners handle conversion but may charge for that convenience. Neither route is universally cheaper without a specific corridor quote.

Coverage of the product announcement pointed out that Samsung had not published a full destination list or detailed bank transfer fee schedule. The lack of a table prevents a rigorous numerical claim about savings today. A feature can establish the service architecture and identify what to test in the app when it opens.

How adoption could be judged after launch The rollout is scheduled for the last week of October, so October 12 is too early for performance statistics. Samsung’s first announcement gives potential reach, eligibility, partner structure and planned destinations. Verification begins when a real eligible user can enroll, fund an account and complete a transfer to a supported recipient. Screenshots or a press demo are not substitutes for repeated settlement across corridors.

Useful measures include verified users, first successful sends, repeat monthly senders, median transfer size, share of bank payouts versus wallet transfers and completion time by route. Net recipient amounts and total costs would allow comparison with bank wires and other remittance providers. A country count alone may hide a concentration in a handful of heavily used destinations.

Fraud and service interruptions need equal attention. Biometric approval can confirm that a phone owner authorized an action but cannot establish that a recipient is trustworthy. Recovery time after a stolen device and support for mistaken addresses matter. A product with rapid settlement should make recipient verification and transfer status clear before a sender commits funds.

Commercially, Samsung may benefit from more frequent Wallet use even if it never issues a token. Bastion, Coinbase and payout partners may earn fees or other revenue under undisclosed contracts. Solana and Sui may process transfers. Circle’s USDC could gain distribution. The initial releases do not disclose revenue shares, customer acquisition targets or the number of stablecoin dollars Samsung expects to move.

The distinction between compatible hardware and service users will persist after release. Reporting 82 million devices is a useful distribution fact. Reporting actual account activations and successful payments will be a use fact. Both belong in coverage, but only the latter can establish whether the rollout changes cross border payment behavior.

What the transfer screen cannot settle Samsung’s announcement leaves several consumer protections to the partners’ service documents. A transfer may be authorized by a registered device yet later placed on hold by screening. A sender may dispute a payout that a local bank rejects. An onchain transfer to a valid but wrong address can be difficult or impossible to reverse after settlement. Each event has a different responsible party, and a polished app interface alone does not tell the customer whom to contact.

Account recovery is particularly important for a phone centered wallet. If a user loses their Galaxy device, biometric verification on that phone can no longer approve a transfer. The recovery procedure must establish the person’s identity, revoke the old device where appropriate and secure access on a replacement. A criminal who takes over a Samsung account may attempt to add hardware or reroute money. Samsung and Bastion say they use identity and device controls, but the public release does not describe recovery waiting periods, transaction limits or reimbursement rules.

Custody arrangements have a similar boundary. Coinbase Prime Vault may safeguard pooled USDC under Bastion’s instructions, while Bastion’s customer ledger records each user’s share. An onchain explorer can display a pooled address without revealing the legal entitlement of each app customer. An audit of assets should be compared with liabilities on Bastion’s ledger and the terms of the subcustody arrangement. Samsung has not published a service specific proof of reserves or individual account statements ahead of launch.

Sending to a bank account requires a separate identity match and local payout acceptance. The recipient may need a name and account number that pass screening, and a local bank may reject or return an incoming transfer. A refund could take a different path from the original send because USDC was converted to local currency. Questions about exchange rate changes and fees on a returned payment cannot be answered from the rollout announcement; the live terms should disclose them.

JUST IN: PayPal launches PYUSDx, a stablecoin infrastructure allowing companies to build branded stablecoins on top of PYUSD

The infrastructure layer is already live with Saturn, Concrete and Cap, processing more than $100M in volume and shifting PayPal’s focus from owning the… pic.twitter.com/BKg6IX5mVF

— crypto.news (@cryptodotnews) September 12, 2026 Funds entering the service raise another cost question. Samsung says a “Buy Stablecoin” option will show USDC as the default dollar token. The release does not give a universal price for purchasing USDC with a card or bank transfer or describe every funding method. The customer may pay for an onramp even when Samsung does not charge for the later onchain send. A comparison that starts only at the transfer button would omit part of the total remittance cost.

The network a sender chooses affects the recipient too. Some exchange deposit addresses support USDC only on a selected chain. A deposit sent on another network may not be credited automatically even if the token name is the same. Samsung’s footnote limits compatible wallets to those supporting USDC on a network the Wallet service supports. Launch day testing should inspect whether the interface checks the receiving chain and how prominently it warns about an incompatible destination.

Stablecoin value is another distinction from payment certainty. USDC is intended to track a dollar, but the app user still depends on the issuer’s redemption arrangements and the price available during conversion. For an eligible bank recipient, Bastion’s payout partners need enough local currency liquidity to deliver the quoted amount. A chain settlement in seconds does not guarantee a bank deposit in seconds. Samsung itself states that bank delivery times vary.

None of these unanswered items means the service cannot work. They identify what turns compatible hardware into an actual financial product. A reporter can enroll under the published terms when access opens, quote a transfer to a real supported corridor without sending sensitive account details, and compare the confirmed fee and rate with an alternative on the same day. Later reporting can use completed transfers and recipient outcomes instead of treating the initial device count as adoption.

What to watch Launch date: Check whether the service becomes available during the last week of October as Samsung plans. Eligibility: Test the U.S. residence, age, Android version, Samsung account, identity verification and biometric requirements. Destination list: Confirm supported wallet networks and eligible bank accounts in each advertised country. Actual cost: Compare recipient local currency after fees and exchange conversion, not only Samsung’s no fee wallet transfer claim. Custody and support: Read Bastion and Coinbase service terms for balance ownership, device recovery, errors and disputes. Adoption: Seek verified active senders, repeat transfers, corridor specific delivery times and chain level transaction figures. FAQ Is the Samsung USDC service live today? No. Samsung scheduled the Wallet rollout for the last week of October 2026. Availability may depend on eligibility and device rollout.

Who can sign up in the United States? Eligible U.S. residents aged 18 or older need a Samsung account, a compatible Galaxy device on Android 13 or later, identity verification and biometric setup.

Are all 82 million compatible phones active users? No. Samsung describes 82 million as the number of compatible U.S. devices. It is not an enrollment or usage statistic.

Is sending USDC free? Samsung says it does not charge a fee for eligible transfers to compatible external wallets, though recipients’ providers may charge. Bank account remittances have fees that vary by destination and amount.

Does Samsung custody the stablecoins? Samsung says partners provide stablecoin accounts, custody and money movement. Bastion operates those services with Coinbase Prime as subcustodian.

Which blockchains are supported? Samsung names Solana and Sui as infrastructure partners. The full first day route and network menu should be confirmed in the live app.

Can recipients receive local currency in a bank? Eligible bank accounts in more than 60 countries are in the planned service. The specific banks, fees and delivery times depend on the destination.

Can users pay at shops with USDC in Samsung Wallet? Samsung described online and in store stablecoin payments as potential future features. The initial announcement concerns transfers.

Disclaimer: This article is for information and educational purposes only and does not constitute financial or investment advice. Figures reflect regulatory filings and reporting available at the time of writing and change with each disclosure. Nothing here is a recommendation to buy, sell, or hold any security or asset. Always do your own research. Information is accurate as of October 12, 2026.

 | Source: Geron Corporation

Presentations feature real-world experience and clinical evidence in lower-risk MDS, underscoring growing global scientific engagement with imetelstat 

FOSTER CITY, Calif., Oct. 12, 2026 (GLOBE NEWSWIRE) -- Geron Corporation (Nasdaq: GERN), a hematology-focused biopharmaceutical company pursuing more meaningful moments for people living with blood cancer, today announced two oral presentations and one poster presentation highlighting imetelstat in patients with lower-risk myelodysplastic syndromes (LR-MDS) at the 88th Annual Meeting of the Japanese Society of Hematology and the 2026 Annual Meeting of the German, Austrian and Swiss Societies for Hematology and Medical Oncology. These presentations will feature real-world evidence and findings from the Phase 3 IMerge trial.

“We’re encouraged by the growing interest in imetelstat across the global hematology community, supported by both the clinical evidence from IMerge and an expanding body of real-world evidence in lower-risk MDS,” said Joseph E. Eid, M.D., Executive Vice President, Research and Development and Chief Medical Officer of Geron. “These presentations provide an important opportunity to share evidence relevant to patient populations across regions and engage with clinicians as we evaluate opportunities to bring imetelstat’s potential to more people living with LR-MDS around the world.”

Key takeaways from the presentations:

88th Annual Meeting of the Japanese Society of Hematology 2026

Real-World Experience With Imetelstat in Lower-Risk Myelodysplastic Syndromes: Insights From United States Claims Data (Eid, et al. Oral #O1-11C-4) The retrospective study used closed medical and pharmacy claims with linked enrollment and laboratory data from the Komodo Health database and included adults with MDS who initiated imetelstat between June 2024 and August 2025, representing the first 14 months after the launch of imetelstat in the U.S.In this real-world U.S. cohort (N=58), with a mean age of 75 years at diagnosis, most patients (71%) initiated imetelstat in the third line or later, with considerable anemia and a mean Charleson Comorbidity Index of 2.6 at the time of initiation.Despite substantial comorbidity burden, most patients remained on therapy through the early months when cytopenias typically emerge (~67% at 6 months; Kaplan-Meier [KM] estimate). Durable Clinical Outcomes With Imetelstat in Korean Patients With LR-MDS (Eid, et al. Poster #P3-12-5) This post-hoc study explores characteristics of two Korean patients with LR-MDS who had over one year of red blood cell transfusion independence (RBC-TI) with imetelstat, and explores the relationship between cytopenias and treatment outcomes with imetelstat in 13 Korean patients from the Phase 2/3 and heart rate-corrected QT interval (QTc) substudy of IMerge.Both patients who achieved long-term response with imetelstat experienced grade 3/4 neutropenia and grade 3/4 thrombocytopenia events early during treatment; most resolved to grade ≤2 in <4 weeks, consistent with the broader IMerge data.Durable efficacy and manageable safety with imetelstat was exhibited in Korean patients across a range of patient and disease characteristics (sex, RS status, baseline erythropoietin [EPO], and baseline platelet levels).In the 13 Korean patients, early cytopenias with imetelstat were associated with better clinical outcomes, as previously reported in IMerge. 2026 Annual Meeting of the German, Austrian and Swiss Societies for Hematology and Medical Oncology

Telomerase Inhibition With Imetelstat in Patients With Lower-Risk Myelodysplastic Syndromes: Integrating Molecular Findings, Cytopenias, and Clinical Outcomes (Brauer, et al. Oral #V755) This presentation integrates key evidence from the Phase 2/3 and QTc substudy of IMerge to support clinical practice, reporting on molecular changes, cytopenias and clinical outcomes with imetelstat in LR-MDS, including emerging evidence suggesting treatment may potentially alter the underlying biology of the disease.Transient cytopenias observed early in treatment may be the result of an on-target effect of imetelstat and may be predictive of a better therapeutic response.Certain patients with LR-MDS and transfusion-dependent (TD) anemia who experience sustained RBC-TI (≥8-week, ≥24-week, or ≥1-year) with imetelstat may experience improved health-related outcomes, including fatigue, QUALMS Total, QUALMS-P, and QUALMS-E scores. The presentations are available on the “Publications & Presentations” page of the Geron website.

About RYTELO (imetelstat)
RYTELO (imetelstat) is an oligonucleotide telomerase inhibitor approved in the U.S. for the treatment of adult patients with lower-risk myelodysplastic syndromes (LR-MDS) with transfusion-dependent anemia requiring four or more red blood cell units over eight weeks who have not responded to or have lost response to or are ineligible for erythropoiesis-stimulating agents (ESAs). It is indicated to be administered as an intravenous infusion over two hours every four weeks.

In addition, RYTELO is approved in the European Union as a monotherapy for the treatment of adult patients with transfusion-dependent anemia due to very low, low or intermediate risk myelodysplastic syndromes without an isolated deletion 5q cytogenetic (non-del 5q) abnormality and who had an unsatisfactory response to or are ineligible for erythropoietin-based therapy.

RYTELO is a first-in-class treatment that works by inhibiting telomerase enzymatic activity. Telomeres are protective caps at the end of chromosomes that naturally shorten each time a cell divides. In LR-MDS, abnormal bone marrow cells often express the enzyme telomerase, which rebuilds those telomeres, allowing for uncontrolled cell division. Developed and exclusively owned by Geron, RYTELO is the first and only telomerase inhibitor approved by the U.S. Food and Drug Administration and the European Commission.

Please see RYTELO (imetelstat) full Prescribing Information, including Medication Guide, available at https://pi.geron.com/products/US/pi/rytelo_pi.pdf.

About Geron
Geron is a hematology-focused biopharmaceutical company pursuing more meaningful moments for people living with blood cancer. Because patients cannot wait, we approach our work with urgency, bringing together deep expertise in telomerase biology with patient perspectives and insights from clinical research and real-world care. Our medicine, RYTELO® (imetelstat), is approved in the United States and European Union for certain patients with lower-risk myelodysplastic syndromes (LR-MDS). We are building on our foundation in telomerase inhibition by studying imetelstat in myelofibrosis, including a pivotal Phase 3 clinical trial in patients with JAK-inhibitor relapsed/refractory disease, as well as other hematologic malignancies. Geron is a commercial-stage company with offices in Parsippany, New Jersey and Foster City, California. To learn more, visit www.geron.com or follow us on LinkedIn.

Use of Forward-Looking Statements

Except for the historical information contained herein, this press release contains forward-looking statements made pursuant to the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, those regarding: (i) the potential clinical significance of data presented from the IMerge trial and real-world evidence analyses; (ii) the potential relationship between treatment-emergent cytopenias and clinical outcomes; (iii) the potential for imetelstat to affect the underlying biology of lower-risk MDS; (iv) Geron’s plans and efforts to expand awareness and understanding of imetelstat through scientific engagement; (v) Geron’s plans to pursue opportunities to bring imetelstat to patients outside the United States; (vi) the future development of imetelstat in lower-risk myelodysplastic syndromes, myelofibrosis and other hematologic malignancies; and (vii) other statements that are not historical facts. These forward-looking statements involve risks and uncertainties that can cause actual results to differ materially from those in such forward-looking statements. These risks and uncertainties, include, without limitation, risks and uncertainties related to: (a) whether data analyses and observations from clinical trials and real-world experience are predictive of future clinical outcomes; (b) whether imetelstat demonstrates disease-modifying activity or other benefits in patients; (c) whether treatment-emergent cytopenias are predictive of clinical outcomes or reflect on-target biological activity; (d) whether future clinical trial results, analyses and observations are consistent with prior findings; (e) whether regulatory authorities permit the continued development of imetelstat on a timely basis, or at all; (f) whether Geron is successful in commercializing RYTELO outside of the United States; (g) whether there are failures or delays in manufacturing or supplying sufficient quantities of RYTELO or clinical trial materials; and (h) risks and uncertainties relating to the development, regulatory review, and commercialization and market acceptance of imetelstat. Additional information regarding these risks and uncertainties and additional risks, uncertainties and factors that could cause actual results to differ materially from those in the forward-looking statements are contained in Geron’s filings and periodic reports filed with the Securities and Exchange Commission under the heading “Risk Factors” and elsewhere in such filings and reports, including Geron’s annual report on Form 10-K for the year ended December 31, 2025, and subsequent filings and reports by Geron. Undue reliance should not be placed on forward-looking statements, which speak only as of the date they are made, and the facts and assumptions underlying the forward-looking statements may change. Except as required by law, Geron disclaims any obligation to update these forward-looking statements to reflect future information, events, or circumstances.

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Dawn Schottlandt
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Zcash (ZEC) has climbed 8.34% in the past 24 hours to approximately $1,325 on October 12, with trading volume rising 175.80% as traders assess whether the cryptocurrency can overcome resistance near $1,330 and extend its recovery toward $1,400.

Summary

Zcash gained 8.34% over 24 hours, trading around $1,325 as investors watched nearby resistance levels. ZEC trading volume climbed 175.80% from the previous day, according to CoinGecko market data figures. Analyst Austin Barack identified $1,330 as an important trendline level following Zcash’s recent price recovery. Eric Van Tassel warned that a possible head and shoulders pattern still needs neckline confirmation. Zakura expects postquantum signature instructions in January, while its privacy focused wallet development continues separately. According to CoinGecko, which recorded ZEC trading near $1,325.39, the cryptocurrency posted a modest 0.92% gain over seven days despite its strong daily performance. Trading volume reached approximately $971.8 million, while its market capitalization stood near $22.51 billion, placing Zcash tenth among tracked cryptocurrencies. 

The latest advance followed a correction from September highs near $1,700, with technical indicators offering different readings on whether buying momentum can continue.

Zcash price recovers as trading volume jumps 175% Zcash has attracted increased trading activity following several weeks of price fluctuations. CoinGecko reported that daily volume rose from the previous day’s level by approximately 175.80%, reaching nearly $972 million during the October 12 market snapshot. The increase accompanied an 8.34% price advance, although the figures alone do not establish whether the activity came primarily from new purchases, existing holders selling or short-term traders adjusting their positions.

With roughly 17 million ZEC circulating, the cryptocurrency’s market capitalization reached approximately $22.5 billion. CoinGecko’s historical data placed the token’s record high at $3,191.93 and its lowest recorded price at $16.08. At the reported October 12 price, ZEC remained approximately 58.30% below its historical peak despite recovering substantially from earlier lows.

Recent trading has taken place after Zcash reached approximately $1,700 during its September rally. The subsequent correction brought the cryptocurrency toward $1,200 before buyers returned. Although ZEC has recovered above $1,300, the October 12 reading remains below the price reached during September’s strongest advance.

A previous Zcash price assessment on October 9 examined the token’s recovery above $1,200 and identified easing selling pressure on shorter trading intervals. The analysis found that ZEC remained above its 50-day exponential moving average, although the 20-day average continued to present resistance at that earlier snapshot.

Zcash price faces resistance near $1,330 and $1,400 Crypto analyst Austin Barack has identified the $1,330 area as a level to watch following Zcash’s rebound from its recent correction. In an October 12 assessment, Barack said ZEC had defended its 50-day moving average and was approaching a descending trendline that could influence its next move. He placed that trendline near $1,330 and described a sustained recovery above it as a possible signal of renewed upward momentum.

Great signal that $ZEC held support at the 50 day moving average so well. 2nd signal for me of it regaining momentum would be to regain the blue trend line which today sits at around $1330. A hold above there and imo there's a very strong setup to quickly make new ATHs,… https://t.co/QB8mbhWmRs pic.twitter.com/2FMxznrPBV

— Austin Barack (@AustinBarack) October 11, 2026 Barack stated that holding above the trendline could create a favorable setup for another attempt at Zcash’s historical highs. However, the prediction depends on the cryptocurrency maintaining that level and attracting sufficient buying interest. The analyst further pointed to a reduction in leveraged market positioning, saying open interest had returned toward a lower range of approximately 1.1 million ZEC after the recent correction.

TradingView daily chart showed ZEC near $1,329.35, with the 20-day exponential moving average at $1,321.64. The 50-day average stood at $1,194.97, followed by the 100-day average at $981.82 and the 200-day average at $755.99. Since the price remained above all four averages, the chart maintained a positive longer-term moving-average structure, although ZEC had only a narrow margin above the shortest of those indicators.

Zcash (ZEC) price chart, source: TradingView For a stronger recovery, the technical assessment identified $1,350 as the first resistance area, followed by $1,400. A sustained move beyond both levels could bring $1,500 into focus, with further resistance between $1,550 and $1,700. Those figures represent conditional technical reference points, not confirmed future prices.

The earlier October Zcash outlook identified resistance around 1,420–1,500 after the token’s pullback from its September peak. That assessment examined a possible recovery but acknowledged the risk of another decline if buyers failed to maintain nearby support.

Analysts disagree on whether ZEC’s recovery will last Although Zcash has recovered above $1,300, crypto analyst Eric Van Tassel has raised concerns about a possible head-and-shoulders chart pattern. In an October 12 post, Van Tassel said the cryptocurrency had reached approximately $1,298 during the formation of a potential right shoulder before facing selling pressure. He compared that level with the left shoulder’s high near $1,297, identifying a close match between the two price areas.

Let's take a look at this potential H&S pattern developing for $ZEC. The price just hit $1,298 on the right shoulder and rejected. The left shoulder high was $1,297 so there's confluence between the two shoulders at that price level.

Now we watch to see how price action plays… pic.twitter.com/AYN9kNjJ1b

— Eric Van Tassel (Not a Financial Advisor!) (@XRPathologist) October 11, 2026 A head-and-shoulders pattern typically consists of three price peaks, with the middle peak higher than those on either side. Technical traders often watch for a move below a connecting support line, known as the neckline, before treating the pattern as a possible bearish signal. Van Tassel stressed that the formation remained incomplete and that a temporary move below the neckline would not provide sufficient confirmation.

The analyst explained that the setup would require ZEC to remain below the head of the pattern before breaking beneath its neckline and holding below that level. He cautioned that there was “no guarantee this pattern plays out”, describing it as a risk-management observation rather than a prediction. The supplied October 12 price readings above $1,300 show why the pattern should not be presented as an already confirmed reversal.

The daily MACD indicator offered another cautious signal. Its MACD line stood at -0.21, below the signal line at 29.27, while the histogram remained negative at -29.48. According to the chart interpretation, the negative reading suggested that upward momentum had weakened despite the latest daily price increase.

If selling resumes, the technical assessment identified initial support between $1,300 and $1,322, followed by the 50-day exponential moving average near $1,195. A sustained decline below that longer-term support could bring the $1,000 area into focus, with the 100-day moving average near $982. Alternatively, continued trading between $1,200 and $1,400 would fit the consolidation scenario described in the supplied analysis.

Zcash developers target January for quantum-resistant signatures Away from market trading, Zcash infrastructure developer Zakura has outlined plans to introduce additional protections against future quantum-computing threats. In an engineering update, developer Roman Akhtariev said the team expects post-quantum signature instructions to become available in January 2027. The proposed technology would allow transparent Zcash transactions to use hash-based signatures as an alternative security mechanism.

Here's our plan for quantum-safe, unlinkable, rotating taddrs. Possible with Zcash, today.

While others are worrying about the viability of rotating transparent addresses, we're already solving linkability.https://t.co/LE0OOKUKgA

— Zakura (@ZakuraZcash) October 8, 2026 Zcash supports transparent transactions, which reveal payment information publicly, and shielded transactions, which protect transaction details through privacy technology. Zakura’s proposal focuses on transparent wallets, where public keys can become visible when users spend funds. The team recommends moving remaining funds to fresh addresses and using hash-based signature techniques to reduce exposure to future attacks against existing cryptographic systems.

According to Akhtariev, the design combines rotating addresses with a technology called private information retrieval, or PIR. The system allows wallet software to search transaction records without revealing every address being checked to the server handling the request. Zakura said the approach could help users track balances across multiple transparent addresses while reducing the amount of wallet information disclosed during synchronization.

The developer identified Winternitz One-Time Signatures, commonly called WOTS, as a possible hash-based backup signature method. Unlike conventional elliptic-curve signatures, hash-based approaches rely on cryptographic hash functions. Zakura described its proposed implementation as part of an effort to prepare transparent transactions for advances in computing capabilities, although the January schedule remains a development target and does not establish that a mainnet upgrade has been approved.

Separately, Zcash developers have continued work on the NU7 network upgrade. The project’s official protocol repository records a testnet activation height of 4,465,026, while the mainnet activation schedule remains subject to the required development decisions.

The Zcash Foundation’s Zebra release documentation identifies November 5 as a tentative mainnet target for NU7, with a network upgrade intended to reduce the target block interval from 75 seconds to 25 seconds. Developers have instructed affected node operators to prepare compatible software ahead of the proposed activation, while the final rollout remains dependent on testing and release readiness.

Zakura’s engineering update states that experimental private queries are already available through Vizor wallet settings. The team plans to expand the feature while continuing development of the proposed January signature support, with the experimental option accessible through a setting labeled Private queries.

Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.

C3.Ai Inc. (NYSE:AI) shares are trading higher Monday after Northland upgraded the stock to Outperform from Market Perform and raised its price target to $16 from $10.

C3.Ai shares are climbing with conviction. Why is AI stock surging? Northland Says C3 Code Can Cut Agentic App Development From Months to DaysAccording to Investing.com, analyst Mike Latimore cited the company’s C3 Code platform as a new growth engine. He said it can reduce the time to create agentic AI applications to days from months and speeds up customer onboarding and expansion at existing customers. C3 Code lets users build and deploy applications using natural language, with autonomous agents handling the development work. It integrates with existing systems and builds on 15 years of C3 infrastructure work to keep applications reliable and secure.

C3.Ai also launched an Accelerator marketing program. The first event covered 110 people and 46 companies, and business and IT staff showed they could create enterprise-ready AI applications in a few days. The company has added three more Accelerator events. The upgrade also notes that C3.Ai’s founder and CEO rejoined the company in May, after challenges that included a reduction at a large customer, management changes and slower new customer additions about a year ago.

Recent Results and Other Analyst ViewsIn its first-quarter fiscal 2027 report, C3.Ai posted revenue of $52.4 million, down 25% from a year earlier. That was within its guidance range of $50.0 million to $54.0 million and slightly above the Street estimate of $52.1 million. Non-GAAP earnings per share were negative 20 cents, against the consensus estimate of negative 26 cents.

Other analysts have been more cautious. Yorkville Ives initiated coverage with an In Line rating and a $12.50 price target, noting that the fiscal 2026 reset is largely complete. Needham maintained a Hold rating, citing the revenue decline, and JMP Securities reiterated a Market Perform rating, citing concerns about revenue guidance.

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AI Price Action: At the time of publication, C3.Ai shares are trading 6.50% higher at $12.28, according to data from Benzinga Pro.

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Securing gigawatt-scale power assets is one of the biggest bottlenecks for global artificial intelligence (AI) infrastructure, and the market may be mispricing the solution. Advanced computing hardware no longer represents the main obstacle for major technology sector companies; instead, access to reliable sovereign energy has taken its place.

Applied Digital Today

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$19.00▼

$50.72$62.25

Data center operators are increasingly valued on secured forward capacity rather than trailing revenue. Applied Digital NASDAQ: APLD recently secured a site for a one-gigawatt AI campus in Finland, adding to a domestic portfolio that already includes billions in contracted revenue.

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By packaging the most difficult components of international infrastructure expansion, regulatory approval, utility access, and real estate, Applied Digital is transforming its portfolio into a turnkey hyperscaler target. This dynamic sets the stage for an upward repricing that could challenge outdated bearish positioning. Investors tracking the AI infrastructure space may want to look beyond current cash burn and evaluate the monetization cycle of secured megawatt capacity.

Overcoming the AI Power Grid BottleneckThe constraint on scaling artificial intelligence models is increasingly tied to access to electricity. While software companies command premium valuation multiples, the physical infrastructure supporting those models requires immense capital and years of permitting. Initial power availability at the Finland campus is expected in 2028.

The Nordic region provides established energy grids and a naturally cooler climate, which can reduce the cooling burden for high-density server racks. This geographical expansion fundamentally changes Applied Digital's long-term growth trajectory. Building a gigawatt AI Factory campus from the ground up gives global hyperscalers exactly what they lack: time and space. Tech conglomerates hold deep cash reserves but cannot instantly conjure grid-connected land.

Developing a site involves environmental studies, local zoning negotiations, and complex power purchase agreements. By securing the site now, Applied Digital bypasses the fiercest competition for stateside grid capacity and establishes a European stronghold. Operators with permitted, high-capacity land rights have a distinct structural advantage over developers just entering the procurement cycle.

Why Trailing Revenue Misses the Big AI PictureValuing infrastructure companies during a rapid scale-up phase requires looking past near-term margin compression. Applied Digital currently carries a market capitalization near $6.8 billion. Bears point to a debt-to-equity ratio of about 2.88 and negative net margins as signs of weakness. Those metrics tell an incomplete story.

The fiscal first-quarter 2027 earnings release revealed roughly $36 billion in contracted revenue over initial lease terms. A backlog of that magnitude significantly derisks the capital expenditures required to build out both domestic campuses and the new Finland site. First-quarter revenue grew about 322% year over year to roughly $342 million, showing the operational model scales effectively before factoring in the international pipeline.

The valuation can still appear steep when analyzed solely on trailing revenue. But as Applied Digital's contracted backlog converts to recognized income, forward valuation multiples compress rapidly. The market is pricing the stock based on today's construction costs rather than the guaranteed cash flows locked in by long-term tenant agreements.

Activating Domestic Megawatts Validates the ModelWhile the European expansion offers a long-term growth runway, domestic operations are monetizing power now. Before the Finland announcement, Applied Digital brought roughly 75 megawatts online at its Polaris Forge 1 facility. Combined with broader network activations totaling about 250 megawatts, Applied Digital is demonstrating its ability to turn secured land rights into revenue-generating critical IT load.

Delivering infrastructure on schedule is notoriously difficult because supply chain delays affect specialized components like transformers and switchgear. Consistently activating megawatt blocks builds confidence with institutional tenants. Hyperscalers require reliable partners. When an operator successfully navigates the physical buildout and powers up a facility, they transition from a speculative developer to a tier-one vendor. Securing around 1.41 gigawatts of leased domestic IT load validates Applied Digital's engineering capabilities and builds credibility for the upcoming Nordic development.

Institutional Buyers Front Run the Short TrapApplied Digital Stock Forecast Today12-Month Stock Price Forecast:
$62.25
162.88% Upside

Moderate Buy
Based on 19 Analyst Ratings

Current Price$23.68High Forecast$90.00Average Forecast$62.25Low Forecast$22.00Applied Digital Stock Forecast Details

A significant portion of the market remains skeptical. Short interest hovers around 21% of the float. Bearish traders appear focused on current cash burn and the execution risks associated with funding the European buildout. Short positioning relies heavily on the assumption that infrastructure operators will dilute shareholders to fund ongoing capital requirements.

This thesis ignores how modern data center financing works. Hyperscalers often offer substantial prepayments or enter joint ventures to secure capacity. As these non-dilutive funding structures materialize, the bear case breaks down.

Institutional money is already positioning for this shift. Call option volume spiked ahead of the recent corporate announcements, and funds like Two Seas Capital LP executed block purchases of shares just before the international expansion made headlines.

When Applied Digital holds billions in contracted backlog and continues to bring new capacity online, heavy short interest creates the potential for volatile covering events. Any announcement of a hyperscaler lease for the Finland site could force short sellers to exit their positions quickly, driving rapid price appreciation.

The Endgame for Turnkey Infrastructure OperatorsThe endgame for independent data center developers often leads to consolidation. Large technology firms require turnkey infrastructure to deploy accelerated computing hardware at scale. By navigating the utility and real estate acquisition phases in a stable European jurisdiction, Applied Digital has packaged the hardest parts of expansion into a single asset.

A valuation near $6.9 billion relative to an operational portfolio of 1.41 gigawatts, plus a 1-gigawatt international pipeline, creates a noticeable disconnect compared with recent private-market transactions in the infrastructure sector. Gigawatt-scale capacity inherently forces a valuation premium because the replacement cost, measured in both dollars and years, is exceptionally high.

Investors tracking the tech sector may want to monitor how quickly Applied Digital formalizes hyperscaler leases for the Finland site. Those with an appetite for volatility could watch future joint venture announcements that ease capital expenditure concerns. Cautious investors might prefer to wait and see how management structures the financing for the anticipated 2028 initial power availability before establishing a position.

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

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Applied Digital wasn't on the list.

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Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.

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Uniswap's UNI burn on Robinhood Chain has almost dried up. Over the past few days, the chain has burned only approximately 4,000 UNI per day. That is the lowest level since the burn mechanism launched on Robinhood Chain. The slowdown is not confined to one chain. Across all chains, daily UNI burns have recently sat between 12,000 and 14,000 tokens. That is an all-time low for the UNI burn.

Robinhood's activity goes downRobinhood Chain's own data shows how quickly things changed. Burns started in late July at roughly 20,000 to 60,000 UNI per day. They cooled to around 20,000 in mid-August, then climbed again from late August. In early September, daily burns exceeded 150,000 UNI, the highest single-day total on the chain. 

That peak did not last. Burns fell through September and stayed mostly below 20,000 UNI per day by the end of the month. In the past few days, they dropped to only a few thousand. The chart shows a steady slide, not a sudden crash.

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Source: DefiOasisThe wider picture is similar. Earlier this year, Ethereum made up most of the burn. Base added a large share in the spring, and Arbitrum and Robinhood Chain added more through the summer. At the busiest points, total daily burns came close to 190,000 UNI. Today's 12,000 to 14,000 is a small fraction of that.

Trading activity reflects the trendThe burn appears to follow trading activity on Uniswap. When fewer people trade tokens, less is burned. The drop on Robinhood Chain indicates that activity there has cooled considerably since its September peak. The data does not show why, so any cause is speculation for now.

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This matters for UNI holders because burning reduces the token supply. A weaker burn means less supply is removed every day. It does not say anything about price by itself, and the market has many other factors. For now, the key number to watch is the multi-chain daily total. If it remains near 12,000 to 14,000 UNI, the burn will continue running at its lowest pace on record. A pickup in Robinhood Chain trading could be the clearest signal of a turnaround.

Connecting More Platforms per Mission Creates Opportunities to Scale Mobilicom’s Hardware and Cybersecurity Software Deployments

Debuting at AUSA 2026, SwarmiX Puts Mobilicom’s Latest Technology in Front of Global Military Leaders and Defense Industry Decision Makers

Palo Alto, California, Oct. 12, 2026 (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB), a provider of cybersecure solutions for drones and robotics, today announced the launch of SwarmiX, its new family of secure, high-throughput mesh communications solutions built for data-heavy missions at swam scale. With embedded and tactical products, SwarmiX expands Mobilicom’s Secured Autonomy™ portfolio to connect and secure drones, ground robots and military personnel across increasingly complex air and ground missions.

“We believe the transition from individual drones to coordinated autonomous fleets represents a major growth opportunity for Mobilicom and SwarmiX positions us to capitalize on that shift,” said Oren Elkayam, CEO and Founder of Mobilicom. “This launch brings together years of development and our expertise in communications and cybersecurity to address a demanding combination: more connected platforms, far greater data volumes and small, cost-sensitive systems. We are proud to bring these capabilities together in a new product family. As defense customers move from deploying individual units to entire fleets, we see significant potential for more Mobilicom hardware in the field, broader adoption of our cybersecurity software and follow-on demand as expendable platforms are replenished. We see SwarmiX as a significant step forward in positioning Mobilicom for its next phase of growth.”

Modern warfare is driving a fundamental shift from separately operated drones to interconnected fleets and swarms across three emerging applications: manned–unmanned teaming, coordinated loitering munition fleets and counter-UAV interceptor networks. These operations require drones, ground robots, military personnel and vehicles to share video, sensor and command data simultaneously. At this scale, communications must accommodate greater data volumes while managing interference among friendly networks and threats in contested environments. The deployment and replenishment of larger numbers of platforms may create opportunities for higher unit sales and sustained follow-on orders.

SwarmiX aims to address these requirements with throughput up to 1 Gbps, scalable mesh networking designed to connect hundreds of nodes and multi-band spectrum agility, up to 7 GHz, in a single radio. The ability to adapt across frequency bands is designed to help nearby fleets coexist and maintain connectivity under interference and jamming. Onboard computing also aims to enable cybersecurity functions to run directly on the module, combining communications and platform protection in a single unit. The product family combines these capabilities with a compact design optimized for the cost, size, weight and power requirements of small autonomous platforms. Its embedded module integrates into drones and robotics, while its ruggedized tactical unit supports operators, vehicles and launch systems.

Mobilicom is launching SwarmiX at the Association of the United States Army’s (AUSA) 2026 Annual Meeting & Exposition, October 12–14, at the Walter E. Washington Convention Center in Washington, D.C. Attendees can meet the Company in Hall DE, Booth #7305 to explore SwarmiX and its broader portfolio. This event offers an opportunity to showcase SwarmiX performance and capabilities to global defense leaders and industry decision makers while discussing evolving mission requirements. Additionally, it enables teams to pursue key integration opportunities with manufacturers building next-generation autonomous systems.

About Mobilicom

Mobilicom is a leading provider of cybersecure robust solutions for the rapidly growing defense and commercial drones and robotics market. Mobilicom’s large portfolio of field-proven technologies includes cybersecurity, software, hardware, and professional services that power, connect, guide, and secure drones and robotics. Through deployments across the globe with over 50 customers, including the world’s largest drone manufacturers, Mobilicom’s end-to-end solutions are used in mission-critical functions.

For investors, please use https://ir.mobilicom.com/  
For company, please use www.mobilicom.com

Forward Looking Statements
This press release contains “forward-looking statements” that are subject to substantial risks and uncertainties. For example, the Company is using forward-looking statements when it discusses the potential growth opportunities associated with SwarmiX and the transition toward autonomous fleets and drone swarms; the anticipated capabilities, functionality and performance of SwarmiX; the potential for increased hardware sales, broader adoption of the Company’s cybersecurity software and follow-on demand; and the Company’s ability to pursue integration opportunities with manufacturers of autonomous systems. All statements, other than statements of historical fact, contained in this press release are forward-looking statements. Forward-looking statements contained in this press release may be identified by the use of words such as “anticipate,” “believe,” “contemplate,” “could,” “estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “target,” “aim,” “should,” “will” “would,” or the negative of these words or other similar expressions, although not all forward-looking statements contain these words. Forward-looking statements are based on Mobilicom Limited’s current expectations and are subject to inherent uncertainties, risks and assumptions that are difficult to predict. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. These and other risks and uncertainties are described more fully in the Company’s filings with the Securities and Exchange Commission.

Forward-looking statements contained in this announcement are made as of this date, and Mobilicom Limited undertakes no duty to update such information except as required under applicable law.

For more information on Mobilicom, please contact:

Chris Donovan
Mobilicom Ltd
[email protected]

Solana is transitioning to an era of producing five blocks per second, reducing the target block time on the network to 200 milliseconds; however, this speed increase will also raise the workload for validators.

The Solana network has reached the final stage of a seven-week update process aimed at improving network performance. The update, codenamed SIMD-0525, aims to reduce the target block time from 250 milliseconds to 200 milliseconds.

In Solana, the target block time was 400 milliseconds until August. The network switched to 350 milliseconds on August 21st, 300 milliseconds on August 28th, and 250 milliseconds on September 18th. With the final phase, the initial target time will be halved.

The new structure theoretically creates the opportunity to produce five blocks per second. Thanks to shorter timeframes, wallets, decentralized exchanges, and other applications will be able to access up-to-date information on the chain more quickly. The time it takes for transactions submitted by users to be included in a block may also be reduced.

However, the change doesn’t automatically double Solana’s total theoretical processing capacity. The computational limit per block will be reduced from 37.5 million units to 30 million units. Blocks will be generated more frequently, but each block will carry less computational work.

Faster blocks may make some latency-driven transactions, which exploit price fluctuations across different exchanges, more difficult. Conversely, this could increase operating costs and strain network connectivity as validators will need to submit votes more frequently.

The validity period of the current block references used in transactions will also be shortened. This could create timing issues, especially for transactions requiring hardware wallets, manual confirmation, or offline signatures.

The previous target of 250 milliseconds resulted in an actual average of around 266-269 milliseconds, indicating a possible discrepancy between the target and actual performance. Therefore, how the 200 millisecond setting performs under real network conditions, how many block opportunities validators miss, and whether transaction failures increase will be closely monitored.

*This is not investment advice.

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A Hong Kong fund that tries to earn yield without betting on crypto prices now lives on Solana.

2WA has tokenized its USDGO Plus SP fund on the Solana blockchain. OSL Group (HKEX: 863) is handling custody and announced the move on October 8, 2026. 2WA describes the product as the first market-neutral fund built on a US dollar-backed stablecoin.

What 2WA and OSL actually launched The fund’s formal name is PrimePlus SPC’s USDGO Plus SP. 2WA developed it and launched it in August 2026. It runs on USDGO, a stablecoin backed by the US dollar.

Access is not open to everyone. Only eligible professional investors in Hong Kong can buy in.

Investors reach the fund through the OSL HK app. The app shows real-time net asset value (NAV) updates, so holders can see what their units are worth at any moment.

Subscriptions and redemptions happen daily. A T+0 express redemption feature is planned for late October 2026.

OSL holds the fund’s assets, including the underlying USDGO. Its Hong Kong custody operation carries over $1 billion in digital asset insurance coverage.

How a market-neutral crypto fund makes money The strategy centers on funding-rate arbitrage across crypto derivatives markets. The fund deliberately steers clear of directional positions.

In perpetual futures markets, traders on one side usually pay traders on the other side a periodic fee. That fee is called the funding rate. It exists to keep the contract’s price anchored near the price of the underlying asset.

The early numbers look healthy. As of October 7, 2026, the fund reported a 16.67% return since inception. Its annualized return over the prior 30 days was 17.05% before fees.

For context, the fund launched in August 2026. So the 16.67% figure covers only a short window. Thirty-day annualized figures can also swing quite a bit, since they extrapolate one month into a full year.

Why tokenizing a traditional fund matters The key structural point is that the tokenized units sit inside a traditional fund vehicle. The blockchain layer does not replace the regulated wrapper. It runs on top of it.

OSL frames the launch as a step toward merging traditional finance with digital asset technology. The firm is positioning itself as the regulated plumbing for these products: custody, compliance and distribution through its app.

What this means for investors and the tokenization race The most immediate audience is Hong Kong’s professional investor pool. For them, the pitch is straightforward. They get crypto-native yield without needing a view on where Bitcoin or any other token is headed next.

Funding-rate strategies depend on traders continuing to pay those fees. When markets cool or positioning flips, funding can shrink or even turn negative. A 17.05% annualized figure from a single 30-day stretch is a snapshot, not a guarantee.

Investors should also note the before-fees qualifier on that figure. Net returns will land lower once costs come out.

The custody setup is a meaningful selling point. Over $1 billion in insurance coverage and a listed custodian give cautious investors something familiar to hold onto.

The T+0 redemption plan is worth watching closely. Same-day liquidity is one of the clearest advantages tokenized funds can offer over legacy structures. If OSL delivers it in late October 2026 as planned, it becomes a concrete feature competitors will need to match.

Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.

Solana Foundation official brand assets (solana.com/branding)

A significant movement of Solana (SOL) was detected on the blockchain, involving the transfer of 1,142,334 SOL, worth approximately $125.86 million, between two unidentified wallets. This transaction represents about 0.19% of Solana’s circulating supply. The lack of identifiable exchange custody or staking activity suggests that the transaction’s immediate market impact may be limited to documenting a large on-chain movement rather than indicating a directional shift in SOL’s market behavior. The current market environment has seen Solana in the range of $110 to $112, with a market capitalization near $66 billion.

Key Takeaways The transfer of over 1 million SOL appears to capture market attention due to its volume, though it lacks immediate observable implications for exchange or staking activities. Market pricing suggests a cautious outlook on Solana’s potential to reach $190 in October, with current odds reflecting concerns over liquidity or market manipulation. Observers note that such transactions could influence participant sentiment, potentially affecting short-term price predictions. What to Watch Market participants will be closely monitoring any subsequent transactions involving these wallets, which might provide further context on the transfer’s purpose. Key actors such as Solana Labs and regulatory bodies like the SEC may play roles in shaping future market dynamics. Developments like successful mainnet activations or regulatory changes could shift market sentiment, while potential network outages or enforcement actions against major SOL issuers could drive price volatility. The ongoing performance of broader markets, including Bitcoin’s trajectory, may also influence SOL’s price action.

Term Structure

Contract Odds Δ since publish Volume 24h November 1 2026 0.9% — — View market → November 1 2026 9% — — View market → November 1 2026 11% — — View market → November 1 2026 4.7% — — View market → November 1 2026 0.5% — — View market → November 1 2026 1.4% — — View market → November 1 2026 1.7% — — View market →

Interest Rates and the Middle East
That being said, interest rates are moving on noise coming out of the Middle East and concerns about energy inflation. I think the other big situation here will be interest rates. We see interest rates fall, and then generally speaking, that does help gold. That has been the situation here as of late, and continues to be the main mover of markets.

It is not really a situation where it has anything to do with much beyond that, other than a few examples out there that are a little bit different, such as France, which is more of a fiscal problem. This is a completely different situation than most countries.

As long as rates remain high, it does work against non-yielding assets such as gold, and therefore it looks like we are essentially stuck at the moment. We do have a massive amount of demand underneath, though, and that should continue to keep this market somewhat buoyant.

Güney Kore’nin önde gelen kripto para borsalarından Upbit, Reserve Rights (RSR) altcoin’ini listeleyeceğini duyurdu. RSR’nin Kore wonu (KRW) ve Tether (USDT) işlem çiftlerinde alım satıma açılacağı açıklanırken listeleme haberinin ardından altcoin fiyatında sert bir yükseliş yaşandı. CoinMarketCap verilerine göre RSR, son 24 saatte yüzde 67,77 değer kazanarak 0,002675 dolar seviyesine ulaştı. Yatırımcıların odağı ise yeni işlem çiftlerine ve borsanın açıkladığı işlem kısıtlamalarına çevrildi.

Upbit’ten Reserve Rights Listeleme Kararı! Güney Kore merkezli kripto para borsası Upbit, Reserve Rights (RSR) için yeni listeleme kararını açıkladı. Borsa tarafından yapılan duyuruya göre RSR, 12 Ekim tarihinde Türkiye saatiyle 08.05’te KRW ve USDT piyasalarında işlem görmeye başlayacak. Listeleme kapsamında RSR/KRW ve RSR/USDT işlem çiftleri kullanıma sunulacak. Böylece yatırımcılar, Reserve Rights tokenını hem Kore wonu hem de USDT üzerinden alıp satabilecek. Upbit’in listeleme kararı, RSR’ye yönelik piyasa ilgisinin artmasıyla aynı döneme denk geldi.

İlginizi Çekebilir: Balinalar Bu Altcoin’de Short Açıyor: Düşüş Kapıda mı?

Upbit’in listeleme duyurusunun ardından Reserve Rights (RSR) fiyatında dikkat çekici bir yükseliş yaşandı. CoinMarketCap verilerine göre RSR, son 24 saat içerisinde yüzde 67,77 değer kazanarak 0,002675 dolar seviyesine kadar yükseldi. Kısa sürede gerçekleşen bu güçlü fiyat hareketi, yatırımcıların altcoine yönelik ilgisinin arttığını ortaya koydu. Özellikle büyük kripto para borsalarında gerçekleşen yeni listelemeler, ilgili tokenların daha geniş yatırımcı kitlelerine ulaşmasını sağlayabiliyor.

Yatırma ve Çekme İşlemleri İçin Ethereum Uyarısı Upbit, Reserve Rights listelemesi kapsamında yatırma ve çekme işlemlerine ilişkin önemli detaylar da paylaştı. Borsanın açıklamasına göre RSR transferleri yalnızca Ethereum ağı üzerinden desteklenecek. Kullanıcıların işlem gerçekleştirmeden önce seçtikleri blockchain ağını dikkatle kontrol etmeleri gerekiyor. Desteklenmeyen ağlar üzerinden gerçekleştirilen transferler, varlıkların hesaba ulaşmaması veya kurtarma işlemlerinin mümkün olmaması gibi riskler oluşturabilir. Upbit, Reserve Rights işlemlerinin başlamasının ardından belirli sürelerle uygulanacak emir kısıtlamalarını duyurdu.

Borsanın açıkladığı kurallara göre:

İlk yaklaşık 5 dakika boyunca alım emirleri kısıtlanacak. Aynı süre içerisinde önceki gün kapanış fiyatının yüzde 10 veya daha fazla altındaki seviyelerden satış emirleri kabul edilmeyecek. İlk yaklaşık 2 saat boyunca limit emirleri dışındaki emir türleri ve belirli emir koşulları kısıtlanacak. İşlem kısıtlamalarının hesaplanmasında BTC piyasasındaki referans veriler esas alınacak. Söz konusu önlemler, yeni listelenen kripto varlıklarda oluşabilecek ani fiyat hareketlerini ve düzensiz emir akışını sınırlandırmayı amaçlıyor. RSR yatırımcılarının özellikle işlemlerin başladığı ilk saatlerde yüksek volatilite ve fiyat farklılıklarına karşı dikkatli olması önem taşıyor.

Değerlendirme Upbit’in Reserve Rights (RSR) için açıkladığı listeleme kararı, altcoin fiyatında yüzde 67,77’lik güçlü yükselişle birlikte gündeme geldi. RSR’nin KRW ve USDT işlem çiftlerinde alım satıma açılması, tokenın piyasa erişimini ve işlem hacmini artırabilecek önemli bir gelişme olarak değerlendiriliyor. Bununla birlikte borsanın ilk saatlerde uygulayacağı işlem kısıtlamaları ve sert yükselişin ardından oluşabilecek satış baskısı, yatırımcıların yakından takip etmesi gereken riskler arasında bulunuyor.

Son Dakika kripto para haberleri için hemen tıkla.

Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.

Shares of Space Exploration Technologies Corp (SPCX +1.25%), which is better known as just SpaceX, have been rallying in recent weeks. Momentum has been picking up, particularly after the company successfully launched its Starship rocket into space. While this was its 14th successful launch, it was a particularly meaningful one for SpaceX, as it was the first one that made it into orbit. Plus, it was carrying 26 Starlink satellites.

For SpaceX, this is a big deal, as it shows off the effectiveness and revenue potential of the rocket. And that helps justify the stock's valuation in the eyes of many investors and analysts.

Image source: Getty Images.

Starship will be key for SpaceX to execute on its growth strategySending rockets into space won't be a major catalyst for SpaceX on its own. Instead, it's the ability to send a reusable rocket, such as Starship, with significant payload capacity that can be crucial and lead to substantial revenue growth for the company. Starship can be used for large space projects, and it can send more than 100 metric tonnes into orbit in its reusable configuration.

For bullish SpaceX investors and analysts, this successful launch is an important milestone for the company, as it suggests it is making progress towards meeting its lofty goals. CEO Elon Musk believes that by around the end of the decade, SpaceX could be generating as much as $1 trillion in revenue. As ambitious a target as that may seem, analysts at Citi appear to largely agree with the forecast, projecting that the company will generate that much by 2031.

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SpaceX stock is promising, but it's also riskyAfter initially soaring after its IPO, SpaceX's stock has struggled to get back to those early highs. A big problem with the stock is that its valuation is already north of $2.1 trillion, which is a huge price tag for a business that remains unprofitable and that may not get out of the red anytime soon. It's spending heavily on artificial intelligence and other areas of its operations, which are also going to require substantial cash infusions.

At such a high valuation, a lot of the company's future growth is already priced into its current share price. That makes it difficult for the stock to have much room to rise a whole lot higher, since investors would already expect it to be successful given its valuation. For stocks where there's uncertainty, that's normally reflected in a lower valuation, and that isn't the case with SpaceX.

If, meanwhile, there are issues or hiccups along the way, SpaceX stock could be vulnerable to a steep correction. The Starship launch was great news for the business, but I don't think it's enough of a reason to buy the stock at its current price tag.

Meta Platforms Inc. (NASDAQ:META) is building early traction around its Muse AI platform, but BNP Paribas analyst Nick Jones says the product still needs to prove sustained engagement and a clearer path to monetization.

Jones maintains a positive view on Meta with an $885 price forecast, implying 23% upside from the cited Oct. 8 price of $720.90.

Muse Downloads Show Early MomentumJones said Meta Muse has accumulated more than 8.2 million downloads since its Sept. 8 launch. Downloads climbed through day 12 before stabilizing through day 23.

Meta also launched a native iPad version of Muse on Oct. 7.

Jones said Muse’s early U.S. downloads surpassed Sora and ChatGPT, helped by Meta’s large installed base across Instagram, WhatsApp and Facebook.

However, Muse’s mobile app open rate jumped shortly after launch and then stabilized below Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, ChatGPT and Meta’s Family of Apps.

Jones said that pattern suggests Muse has generated initial interest but has not yet built habitual engagement.

Monetization Remains an Open QuestionMeta currently charges partners small transaction fees, while Muse remains free at the basic level and offers monthly subscriptions for heavier usage.

Jones said long-term monetization remains uncertain, though advertising could become more meaningful if engagement increases.

He expects Meta to continue using its Family of Apps to drive Muse downloads.

Jones Flags Competitive and Execution RisksJones does not see Muse as a near-term threat to vertical marketplaces because adoption remains early and the platform lacks direct inventory, transaction capabilities and customer-service features.

He said investors should watch traction for OpenAI’s Dots, competing consumer AI agents from Google and SpaceX, new partnerships and daily active-user trends.

Jones also flagged emerging security and privacy concerns around Muse, including additional privacy questions.

He said stagnant daily active users, even with steady downloads, could signal that Meta needs to adjust the product to improve market fit.

META Price Action: Meta Platforms shares were up 1.58% at $730.01 during premarket trading on Monday, according to Benzinga Pro data.

Photo via Shutterstock

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Long-time Shiba Inu community member and Shiba Eternity advisor Mazrael has flagged a fake SHIB alert circulating on social media. He describes the campaign as a wallet drainer and urges users not to interact with the links shared.

An X account, obviously a fraudulent one, mentioned that the 'SHIB airdrop hype' was back and claimed to be eligible after checking his wallet while sharing a link to a fraudulent website.

In his post, Mazrael alerted the Shiba Inu community to the fake SHIB campaign, saying there is no such airdrop and that it is a wallet drainer, urging users not to interact with the links.

HOT Stories

care. no such airdrop. this is a drainer. they are flooding time line recommend not click and report. https://t.co/GeeImCDcYD

— Mazrael.shib (@Mazrael_shib) October 12, 2026 "care. no such airdrop. this is a drainer," Mazrael wrote, adding that several scam posts of this kind were flooding timelines and urging users to avoid clicking the links and report the accounts or posts responsible.

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A fraudulent airdrop page may request a wallet connection or ask users to approve a transaction or token permission. Depending on what the victim signs or authorizes, attackers could gain the ability to transfer assets from the connected wallet.

Crypto drainers explainedAs previously indicated, Mazrael described the tactics being utilized by the scammers to target Shiba Inu holders as a 'drainer'.

A crypto drainer is a type of malicious software or phishing tool specifically designed to steal digital assets directly from cryptocurrency wallets. Unlike traditional phishing that steals usernames and passwords, crypto drainers target the smart contract permissions and transaction approvals that govern wallets. Drainers can also operate via malicious browser extensions or compromised dApps.

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First, scammers create fake websites that mimic legitimate platforms, and in the instance flagged by Mazrael, the URL shared was a fake Shiba Inu link, as Shib.io remains Shib's official website.

The scammers promote these malicious links intended to deceive unsuspecting users, who are prompted to connect their crypto wallets to the site.

Once connected, the site shows a transaction pop-up, which is in fact an approval request or a malicious signature. By signing it, the user unknowingly grants the drainer smart contract permission to spend or transfer their tokens.

That is why crypto users are advised to always check official project channels before clicking on links shared on social media or Discord, even if they appear to be coming from verified accounts.

Strathmore Capital Advisors Inc. acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 6,477 shares of the software giant’s stock, valued at approximately $2,576,000. Microsoft comprises approximately 0.7% of Strathmore Capital Advisors Inc.’s investment portfolio, making the stock its 8th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Auto Owners Insurance Co increased its position in Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after buying an additional 60,009,531 shares during the period. Corient Private Wealth LLC lifted its stake in Microsoft by 234.5% in the fourth quarter. Corient Private Wealth LLC now owns 17,822,280 shares of the software giant’s stock valued at $8,619,211,000 after buying an additional 12,493,786 shares during the last quarter. Amundi boosted its holdings in shares of Microsoft by 30.8% in the first quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after acquiring an additional 9,814,598 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Microsoft by 64.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock valued at $8,982,083,000 after acquiring an additional 9,493,778 shares during the period. Finally, Diamant Asset Management Inc. grew its position in shares of Microsoft by 38,442.1% during the first quarter. Diamant Asset Management Inc. now owns 6,810,388 shares of the software giant’s stock worth $2,521,001,000 after acquiring an additional 6,792,718 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance Shares of NASDAQ MSFT opened at $535.07 on Monday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock has a fifty day moving average price of $501.15 and a 200 day moving average price of $435.10. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a market cap of $3.97 trillion, a PE ratio of 29.79, a P/E/G ratio of 1.72 and a beta of 1.10.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the company posted $3.65 EPS. Sell-side analysts forecast that Microsoft Corporation will post 19.65 EPS for the current year. Microsoft Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Microsoft News Roundup Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Insider Activity In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 143,009 shares of company stock worth $71,420,699 in the last ninety days. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades A number of equities analysts have recently commented on MSFT shares. UBS Group cut shares of Microsoft from a “buy” rating to a “market perform” rating in a report on Monday, October 5th. Evercore upgraded shares of Microsoft from an “underperform” rating to an “outperform” rating in a research report on Monday, October 5th. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, September 3rd. Citigroup raised shares of Microsoft from a “market outperform” rating to a “buy” rating in a research report on Monday, October 5th. Finally, BNP Paribas Exane downgraded shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. Forty-two research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $578.73.

View Our Latest Stock Analysis on MSFT

About Microsoft (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Further Reading Five stocks we like better than Microsoft 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

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Turim 21 Investimentos Ltda. bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 60,399 shares of the software giant’s stock, valued at approximately $22,530,000. Microsoft accounts for 3.7% of Turim 21 Investimentos Ltda.’s holdings, making the stock its 11th largest holding.

A number of other large investors have also modified their holdings of the stock. one8zero8 LLC acquired a new position in shares of Microsoft in the 2nd quarter valued at approximately $15,283,000. Kentucky Farm Bureau Mutual Insurance Co purchased a new position in shares of Microsoft during the 2nd quarter valued at approximately $14,710,000. Addison Advisors LLC acquired a new stake in shares of Microsoft during the second quarter worth approximately $1,399,000. DeLarme Wealth Management Inc. acquired a new stake in shares of Microsoft during the second quarter worth approximately $734,000. Finally, Mmbg Investment Advisors CO. acquired a new stake in shares of Microsoft during the second quarter worth approximately $75,701,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Analyst Ratings Changes Several analysts recently issued reports on MSFT shares. KeyCorp reaffirmed an “overweight” rating on shares of Microsoft in a report on Thursday, September 3rd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Microsoft in a research note on Monday, July 20th. BNP Paribas Exane lowered shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. UBS Group downgraded shares of Microsoft from a “buy” rating to a “market perform” rating in a research report on Monday, October 5th. Finally, Raymond James Financial lowered shares of Microsoft from a “moderate buy” rating to a “strong sell” rating in a research note on Wednesday, September 23rd. Forty-two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $578.73. Get Our Latest Stock Report on Microsoft

Microsoft Price Performance Shares of MSFT opened at $535.07 on Monday. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock has a fifty day moving average price of $501.15 and a 200 day moving average price of $435.10. The company has a market cap of $3.97 trillion, a P/E ratio of 29.79, a PEG ratio of 1.72 and a beta of 1.10.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the business posted $3.65 earnings per share. The firm’s quarterly revenue was up 17.7% compared to the same quarter last year. On average, research analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.

Insider Activity In other Microsoft news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 143,009 shares of company stock worth $71,420,699 in the last 90 days. 0.03% of the stock is currently owned by insiders.

About Microsoft (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Featured Articles Five stocks we like better than Microsoft 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

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Portland Financial Advisors Inc bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,485 shares of the software giant’s stock, valued at approximately $554,000. Microsoft accounts for about 1.0% of Portland Financial Advisors Inc’s holdings, making the stock its 17th biggest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Frankly Finances LLC purchased a new stake in Microsoft in the second quarter worth about $35,000. Fiduciary Advisors Inc. increased its stake in shares of Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock valued at $47,000 after purchasing an additional 34 shares in the last quarter. Persistent Asset Partners Ltd purchased a new position in shares of Microsoft during the second quarter valued at approximately $60,000. Lifetime Wealth Management P.C. purchased a new position in shares of Microsoft during the fourth quarter valued at approximately $101,000. Finally, Glynn Capital Management LLC boosted its position in shares of Microsoft by 34.2% in the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant’s stock worth $95,000 after purchasing an additional 65 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets Several analysts recently weighed in on MSFT shares. BMO Capital Markets began coverage on Microsoft in a research note on Monday, October 5th. They issued an “outperform” rating on the stock. Wolfe Research lowered Microsoft from an “outperform” rating to a “hold” rating in a research report on Wednesday, September 23rd. Bank of America lifted their price objective on Microsoft from $500.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, September 1st. Oppenheimer boosted their target price on Microsoft from $515.00 to $570.00 and gave the stock an “outperform” rating in a report on Tuesday, September 22nd. Finally, Evercore raised Microsoft from an “underperform” rating to an “outperform” rating in a report on Monday, October 5th. Forty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $578.73.

Get Our Latest Research Report on MSFT Microsoft Stock Performance Shares of NASDAQ:MSFT opened at $535.07 on Monday. The company has a market cap of $3.97 trillion, a P/E ratio of 29.79, a PEG ratio of 1.72 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock’s fifty day moving average price is $501.15 and its 200-day moving average price is $435.10.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the firm posted $3.65 earnings per share. Microsoft’s revenue was up 17.7% compared to the same quarter last year. Sell-side analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be paid a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Microsoft News Roundup Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Insider Activity at Microsoft In related news, EVP Amy Hood sold 41,674 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president owned 533,624 shares in the company, valued at $265,888,830.48. This represents a 7.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 143,009 shares of company stock valued at $71,420,699. Insiders own 0.03% of the company’s stock.

Microsoft Profile (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Featured Articles Five stocks we like better than Microsoft 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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Northcape Wealth Management LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 17,981 shares of the software giant’s stock, valued at approximately $6,707,000. Microsoft accounts for about 1.8% of Northcape Wealth Management LLC’s holdings, making the stock its 10th largest position.

A number of other hedge funds also recently made changes to their positions in MSFT. Edmond DE Rothschild Holding S.A. acquired a new stake in shares of Microsoft during the second quarter worth $239,551,000. Geneva Partners LLC bought a new position in Microsoft during the second quarter worth $2,551,000. Portland Financial Advisors Inc bought a new position in Microsoft during the second quarter worth $554,000. Strathmore Capital Advisors Inc. acquired a new position in Microsoft in the second quarter valued at $2,576,000. Finally, United Bank acquired a new position in Microsoft in the second quarter valued at $8,836,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance Shares of NASDAQ MSFT opened at $535.07 on Monday. The firm has a market cap of $3.97 trillion, a PE ratio of 29.79, a P/E/G ratio of 1.72 and a beta of 1.10. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company’s fifty day simple moving average is $501.15 and its 200 day simple moving average is $435.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the company posted $3.65 earnings per share. The business’s quarterly revenue was up 17.7% on a year-over-year basis. As a group, sell-side analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year. Microsoft Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s payout ratio is currently 20.27%.

Insider Activity at Microsoft In related news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 143,009 shares of company stock worth $71,420,699 over the last quarter. Company insiders own 0.03% of the company’s stock.

Microsoft News Roundup Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1 Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation Analyst Upgrades and Downgrades A number of analysts have commented on MSFT shares. Stifel Nicolaus raised shares of Microsoft from a “hold” rating to a “buy” rating and upped their price target for the company from $530.00 to $575.00 in a research report on Tuesday, September 22nd. Morgan Stanley lowered Microsoft from an “overweight” rating to a “negative” rating in a research report on Monday, October 5th. Guggenheim reissued a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a research note on Monday, July 27th. Barclays dropped their price objective on Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Piper Sandler upped their target price on Microsoft from $550.00 to $610.00 and gave the company an “overweight” rating in a research report on Wednesday, September 30th. Forty-two research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $578.73.

Get Our Latest Report on Microsoft

About Microsoft (Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

Further Reading Five stocks we like better than Microsoft 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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Point Break Capital Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 14.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 67,799 shares of the computer hardware maker’s stock after buying an additional 8,505 shares during the period. NVIDIA comprises approximately 14.8% of Point Break Capital Management LLC’s holdings, making the stock its largest holding. Point Break Capital Management LLC’s holdings in NVIDIA were worth $13,566,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. LightSquare Wealth Management LLC raised its holdings in shares of NVIDIA by 0.3% in the 2nd quarter. LightSquare Wealth Management LLC now owns 18,695 shares of the computer hardware maker’s stock valued at $3,741,000 after purchasing an additional 49 shares in the last quarter. Defender Capital LLC. lifted its position in shares of NVIDIA by 0.7% in the 2nd quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock worth $1,507,000 after purchasing an additional 50 shares during the period. Kooman & Associates lifted its position in shares of NVIDIA by 0.6% in the 2nd quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock worth $1,694,000 after purchasing an additional 50 shares during the period. Roof Eidam Maycock Peralta LLC boosted its stake in shares of NVIDIA by 0.3% during the second quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker’s stock valued at $3,767,000 after purchasing an additional 50 shares in the last quarter. Finally, Persium Advisors LLC boosted its stake in shares of NVIDIA by 3.5% during the second quarter. Persium Advisors LLC now owns 1,466 shares of the computer hardware maker’s stock valued at $293,000 after purchasing an additional 50 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets Several equities analysts recently issued reports on NVDA shares. Rosenblatt Securities reissued a “buy” rating and set a $390.00 price objective on shares of NVIDIA in a report on Tuesday, September 29th. HSBC increased their target price on NVIDIA from $360.00 to $365.00 in a research report on Thursday, August 27th. JPMorgan Chase & Co. increased their target price on NVIDIA from $280.00 to $320.00 and gave the company an “overweight” rating in a research report on Thursday, August 27th. The Goldman Sachs Group reiterated a “buy” rating on shares of NVIDIA in a report on Thursday, September 10th. Finally, China Renaissance boosted their price target on NVIDIA from $319.00 to $330.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. Five analysts have rated the stock with a Strong Buy rating, forty-nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $321.89.

Check Out Our Latest Analysis on NVDA Insider Buying and Selling at NVIDIA In other NVIDIA news, Director Mark Stevens sold 622,239 shares of the firm’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the sale, the director owned 2,336,531 shares of the company’s stock, valued at approximately $541,187,310.22. This trade represents a 21.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Colette Kress sold 34,918 shares of the business’s stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. The trade was a 4.36% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 1,766,118 shares of company stock worth $399,450,353. 3.94% of the stock is owned by insiders.

NVIDIA Stock Performance Shares of NVDA stock opened at $229.28 on Monday. The business’s fifty day simple moving average is $222.66 and its 200-day simple moving average is $209.66. The company has a market cap of $5.53 trillion, a PE ratio of 28.99, a PEG ratio of 1.77 and a beta of 2.22. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $243.37.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The firm had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. During the same quarter last year, the firm earned $1.05 EPS. The business’s quarterly revenue was up 105.9% on a year-over-year basis. Analysts expect that NVIDIA Corporation will post 9.25 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were paid a $0.25 dividend. The ex-dividend date was Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

NVIDIA announced that its board has authorized a stock repurchase program on Monday, September 28th that authorizes the company to buy back $150.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 2.8% of its stock through open market purchases. Share buyback programs are often a sign that the company’s board of directors believes its stock is undervalued.

Key Stories Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: AI infrastructure demand remains robust. TSMC reported third-quarter revenue growth of 50%, while analysts cited continued hyperscaler spending and projected U.S. data-center capital expenditures of roughly $2 trillion next year—supportive of NVIDIA’s accelerator demand. NVIDIA AI spending outlook Positive Sentiment: SpaceX reportedly plans to raise as much as $40 billion to purchase NVIDIA AI chips, highlighting the scale of demand from emerging AI customers. NVIDIA also committed $1 billion over five years to U.S. scientific research in areas including quantum computing, healthcare and energy security. SpaceX NVIDIA chip purchase report Neutral Sentiment: Options activity is mixed: a large bullish trade suggests some investors expect further gains, but heavier put buying in the semiconductor ETF indicates increased hedging and caution across the chip sector. Technical analysts also see resistance near $235 and potential support around $215–$220. NVIDIA and semiconductor options activity Negative Sentiment: Investors remain concerned that AI spending may be debt-funded and approaching a peak. The withdrawal of NVIDIA-backed Firmus Grid’s proposed multibillion-dollar IPO, alongside reports that OpenAI’s annualized revenue was below earlier expectations, has raised questions about AI infrastructure valuations and customer funding. Firmus IPO withdrawal Negative Sentiment: Leadership and governance headlines add limited uncertainty: NVIDIA’s head of corporate communications left after roughly four months, while a legal challenge to the company’s Groq technology transaction could create additional execution and reputational risk. NVIDIA communications chief departure NVIDIA Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

Featured Articles Five stocks we like better than NVIDIA 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

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Roberts Glore & Co. Inc. IL boosted its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 10.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,225 shares of the computer hardware maker’s stock after purchasing an additional 2,660 shares during the quarter. NVIDIA comprises about 1.4% of Roberts Glore & Co. Inc. IL’s investment portfolio, making the stock its 14th largest holding. Roberts Glore & Co. Inc. IL’s holdings in NVIDIA were worth $5,848,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Valtrion Capital Management LLC grew its stake in NVIDIA by 24.2% in the second quarter. Valtrion Capital Management LLC now owns 7,487 shares of the computer hardware maker’s stock valued at $1,498,000 after acquiring an additional 1,457 shares during the period. Jupiter Topco LLC bought a new stake in shares of NVIDIA in the second quarter worth about $16,156,076,000. Wedbush Fund Advisers LLC raised its position in shares of NVIDIA by 7.7% during the second quarter. Wedbush Fund Advisers LLC now owns 261,432 shares of the computer hardware maker’s stock worth $52,310,000 after purchasing an additional 18,717 shares during the period. ABS Investment Management LLC acquired a new stake in shares of NVIDIA during the second quarter worth about $80,000. Finally, EFG International AG raised its position in shares of NVIDIA by 6.1% during the second quarter. EFG International AG now owns 1,342,712 shares of the computer hardware maker’s stock worth $268,593,000 after purchasing an additional 77,160 shares during the period. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Stock Performance Shares of NASDAQ NVDA opened at $229.28 on Monday. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The stock has a 50 day moving average of $222.66 and a 200-day moving average of $209.66. NVIDIA Corporation has a 12 month low of $164.27 and a 12 month high of $243.37. The company has a market capitalization of $5.53 trillion, a P/E ratio of 28.99, a P/E/G ratio of 1.77 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The company had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. During the same quarter in the prior year, the business earned $1.05 earnings per share. The firm’s revenue for the quarter was up 105.9% on a year-over-year basis. As a group, equities research analysts predict that NVIDIA Corporation will post 9.25 EPS for the current year. NVIDIA declared that its Board of Directors has initiated a stock buyback plan on Monday, September 28th that allows the company to buy back $150.00 billion in outstanding shares. This repurchase authorization allows the computer hardware maker to reacquire up to 2.8% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

NVIDIA Announces Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Thursday, September 10th. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

Insider Buying and Selling In other NVIDIA news, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the sale, the director directly owned 2,336,531 shares in the company, valued at $541,187,310.22. This represents a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Colette Kress sold 34,918 shares of the company’s stock in a transaction on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares of the company’s stock, valued at $167,595,812.15. The trade was a 4.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 1,766,118 shares of company stock worth $399,450,353. Corporate insiders own 3.94% of the company’s stock.

Wall Street Analysts Forecast Growth NVDA has been the topic of several recent analyst reports. Wall Street Zen upgraded NVIDIA from a “buy” rating to a “strong-buy” rating in a report on Saturday. UBS Group reissued a “buy” rating on shares of NVIDIA in a research note on Friday. Daiwa Securities Group lowered their target price on NVIDIA from $255.00 to $245.00 and set an “outperform” rating for the company in a research note on Thursday, September 17th. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a report on Friday, October 2nd. Finally, President Capital raised their target price on shares of NVIDIA from $295.00 to $330.00 in a report on Thursday, August 27th. Five investment analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $321.89.

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Trending Headlines about NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: AI infrastructure demand remains robust. TSMC reported third-quarter revenue growth of 50%, while analysts cited continued hyperscaler spending and projected U.S. data-center capital expenditures of roughly $2 trillion next year—supportive of NVIDIA’s accelerator demand. NVIDIA AI spending outlook Positive Sentiment: SpaceX reportedly plans to raise as much as $40 billion to purchase NVIDIA AI chips, highlighting the scale of demand from emerging AI customers. NVIDIA also committed $1 billion over five years to U.S. scientific research in areas including quantum computing, healthcare and energy security. SpaceX NVIDIA chip purchase report Neutral Sentiment: Options activity is mixed: a large bullish trade suggests some investors expect further gains, but heavier put buying in the semiconductor ETF indicates increased hedging and caution across the chip sector. Technical analysts also see resistance near $235 and potential support around $215–$220. NVIDIA and semiconductor options activity Negative Sentiment: Investors remain concerned that AI spending may be debt-funded and approaching a peak. The withdrawal of NVIDIA-backed Firmus Grid’s proposed multibillion-dollar IPO, alongside reports that OpenAI’s annualized revenue was below earlier expectations, has raised questions about AI infrastructure valuations and customer funding. Firmus IPO withdrawal Negative Sentiment: Leadership and governance headlines add limited uncertainty: NVIDIA’s head of corporate communications left after roughly four months, while a legal challenge to the company’s Groq technology transaction could create additional execution and reputational risk. NVIDIA communications chief departure NVIDIA Company Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

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Every time the market panics about AI and hammers Nvidia shares, one investor reaches for the buy button instead of the exit. Here is the specific case he makes for why this moment looks less like a warning and more…

I have bought NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) in calm months and ugly ones. Every time the market panics about AI, I add more. Last week gave me another chance when Nvidia, Oracle, CoreWeave and other AI stocks sank on an OpenAI revenue report. I bought again.

Why My Buy Button Stays Warm The case is simple. NVIDIA sells the equipment that runs the AI economy, and its customers want more than it can build. On the latest call, management said customer forecasts point to growth doubling next year. NVIDIA still expects revenue to grow approximately 70% in fiscal 2028 because it can’t get enough supply. Jensen Huang put it simply: “Our demand is much higher than that.”

Investors of every size who kept adding to a company like this have built real wealth. Split-adjusted, NVIDIA shares went from $1.62 in October 2016 to $229.28 on October 9, 2026. That works out to a 14031.78% gain.

Three Numbers That Keep Me Adding Growth is still speeding up. Second-quarter fiscal 2027 revenue reached $96.22B, up 105.8% year over year. Data Center revenue grew 117% to $89.02B. That was the 5th consecutive earnings beat. Third-quarter guidance calls for $108.0B, and that figure includes no China Data Center compute revenue.

Profits back up the growth. NVIDIA posts a 60.38% operating margin and a 101.49% return on equity. It carries almost no debt: the leverage ratio stands at 0.0726 and interest coverage at 503.4x.

I’m still paying a fair price for the future. The stock trades at a trailing P/E of 46 but only about 17 times forward earnings. The yield is just 0.0176%, so my income stocks pay the bills while NVIDIA builds the estate. Even so, management returned about $26.0B to shareholders last quarter and has $99.0B left on its buyback authorization. It also raised the quarterly dividend from $0.01 to $0.25 per share.

Why My Money Skips AMD and Broadcom Advanced Micro Devices (NASDAQ:AMD) is the obvious alternative. Its P/E is about 229, and its non-GAAP gross margin is 56%, compared with NVIDIA’s 75.0%. AMD’s Data Center unit brought in $6.72 billion last quarter. I’d be paying far more for a smaller, less profitable business.

Broadcom (NASDAQ:AVGO) invites the income side of me. It pays a $0.65 quarterly dividend and has raised it for fifteen consecutive years. However, Broadcom’s own filings list heavy debt as a risk, and MarketWatch describes an AI credit scare weighing on Broadcom while NVIDIA has largely avoided it.

Risk That Could Actually Hurt Me NVIDIA now helps finance its own customers, and that worries me. Supply commitments rose to $279B, and guarantee obligations go as high as $108.5B. The company has put nearly $50 billion into frontier AI labs. Huang himself noticed critics who call this “circular financing.” If AI spending stalls, those commitments become a burden.

I still hold my thesis because the spending timeline keeps getting longer. Top-five hyperscaler capex is expected to reach nearly $800 billion in 2026 and $1.3 trillion in 2027. Colette Kress said the compute NVIDIA ships goes to investment-grade customers or to customers backed by one. I also size my position so a hard decline doesn’t put my retirement at risk (riding a boom is fine as long as the exit is planned, which is the whole point of our free bubble survivor’s handbook).

What Keeps Me Buying From Here Huang summed up the moment: “Now, compute is revenue.” Vera Rubin is already in full production, and supply remains tight at least through the end of fiscal year 28. Every scare that marks down the company selling that compute looks to me like a discount on the next decade.

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