Track market-moving stories before they get noisy

84.6%. That is Micron’s GAAP gross margin in fiscal Q3 2026, up from 37.7% in the same quarter a year ago. The figure was reported when Micron Technology (NASDAQ:MU | MU Price Prediction) filed its Q3 FY26 results on June 24, 2026. Memory chip companies are supposed to live and die by cycles. A gross margin near 85% is what software businesses print. That is the reveal.

What It Means Gross margin is the cleanest read on pricing power a manufacturer can offer, and Micron’s just went vertical. The sequential progression tells the whole story: 44.7% in Q4 FY25, 56.0% in Q1 FY26, 74.4% in Q2 FY26, and 84.6% in Q3 FY26. That is a company that has repriced its book of business around AI memory scarcity, well beyond a normal upcycle.

The revenue base carrying those margins is real. Q3 FY26 revenue landed at $41.46 billion, beating the $35.25 billion consensus by 17.60% and rising 345.7% year over year from $9.30 billion. Non-GAAP diluted EPS came in at $25.11, ahead of the $20.28 consensus. Operating income of $33.32 billion grew 1,436.1% year over year, roughly four times faster than revenue. That is the fingerprint of operating leverage that only shows up when fixed costs get overwhelmed by pricing.

Where is it coming from? Cloud Memory revenue hit $13.77 billion, Core Data Center $11.52 billion, Mobile and Client $11.52 billion, and Automotive and Embedded $4.63 billion. HBM4, Micron’s high-bandwidth memory product for AI accelerators, is in high-volume shipments to a lead customer, with HBM4E targeting volume production in calendar 2027. Free cash flow reached $18.30 billion in the quarter alone, up 995.4% year over year.

Market Reaction MU closed the most recent trading session at $970.82 on July 21, 2026, up 12.17% on the day from $865.46. Year to date, the stock is up 240.36%, from $285.23 on December 31, 2025. Over the past year, shares are up 758.78% from $113.05. The one-month picture is more muted, with the stock down 14.38% from $1,133.82 on June 18, 2026, a sign that the rally has taken some heat off recently even as the fundamentals keep accelerating.

Bull Case Jim Cramer has been vocal on Micron for years, and the Q3 numbers give that stance a firm footing. Three points anchor the case.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.

First, the margin story is set to keep climbing. Q4 guidance points to revenue of $50.0 billion plus or minus $1.0 billion, non-GAAP EPS of $31.00 plus or minus $1.00, and gross margin near 86%. That is guidance, not reported, but it lines up with the direction of travel.

Second, the durability profile is changing. CEO Sanjay Mehrotra told investors that “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era” and that “multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance”. Long-dated contracts against a historically cyclical product line take some of the whip out of the tail.

Third, capital return is showing up alongside the growth. The company paid a $0.15 quarterly dividend on July 21, 2026 and repurchased $650 million of stock in the nine months ended May 28, 2026. For retirement-focused holders, that combination of cash return and reinvestment (Q3 capex ran $7.83 billion, up 166.37% year over year) is what a durable compounding story looks like.

Retail is not universally on board. The most persistent bearish Reddit post over the last month, “Micron will peak and leave all you retail with heavy bags,” has climbed from 305 to 400 upvotes on r/investing. Skepticism at a $1 trillion-plus market cap is healthy. The counterweight is that the reported numbers, not sentiment, are what will price this stock.

Bottom Line An 84.6% gross margin is what happens when a supply-constrained producer meets AI-scale demand. Micron’s market cap has scaled with the results, and Q4 guidance points higher on every line that matters. The next catalyst is the fiscal Q4 FY26 earnings report, where management has set the bar at $50 billion in revenue and $31.00 in non-GAAP EPS. Cramer’s conviction has one number to lean on. It happens to be the loudest number in the memory business.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

SUNNYVALE, Calif., July 23, 2026 (GLOBE NEWSWIRE) -- Intuitive (NASDAQ: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, will outline its vision for how artificial intelligence (AI) can help shape the future of surgical care and address key healthcare challenges at the Society of Robotic Surgery's (SRS) annual conference in Hollywood, Florida.

IBB delivered 44% returns in one year but swung 40% lower at its worst. IXJ grew steadily with half the volatility and a 1.5% dividend yield.

Although rent growth has accelerated, the share of listings offering an incentive remains elevated

The typical U.S. asking rent rose to $1,965 in June, up 2.2% annually, according to the Zillow Observed Rent Index. 39.7% of rentals on Zillow offered a concession in June, up from 35.2% a year ago. Sun Belt renters have more options and more deals than the rest of the country, the direct result of a years-long building boom. , /PRNewswire/ -- Fewer apartments are sitting empty, rents are climbing, and yet the deals keep coming. According to the Zillow® June Rental Report, the typical U.S. asking rent rose to $1,965, up 2.2% compared to a year ago, and nearly 2 in 5 rental listings came with a concession attached. For property managers, that means pricing power isn't back yet.

A concession is a move-in discount, commonly a free month's rent, waived fees or free parking. For renters who land a freebie, the real cost of renting can be softer than the asking price suggests. The 2.2% annual rent growth in June is a slight acceleration from the previous month. Yet the increase in concessions — 39.7% of rental listings on Zillow offered one in June, up from 35.2% a year ago — softens the blow for renters.

The backdrop is a rental market that has added significant new inventory over the past few years, giving renters more choices. Meanwhile, the cost of buying a home remains high, keeping many in the rental market longer. That combination is driving both trends: enough demand to keep absorption elevated and sufficient supply to keep the rental vacancy rate elevated.

"The payoff from the construction boom is showing up clearly for renters right now," said Orphe Divounguy, senior economist at Zillow. "Supply is the most direct lever to keep rents in check over the long term. Markets that invested in new housing are rewarding renters with more choices, more concessions and more competitive pricing. Renters in areas that did not are feeling it, as rents continue to increase fast and affordability is slow to improve."

The rental market is expected to tighten
Rent growth has been consistent this spring: April, May and June all posted stronger month-over-month gains than the same months in 2025.

The rapid climb in the number of available rental units is slowing, in large part because the apartment construction wave that flooded the market is finally receding: building completions fell further in the second quarter, while net absorption continued to increase.

With demand holding steady and the flow of new apartments slowing, conditions are expected to tighten gradually across the country. That means the elevated concession rates renters are seeing today reflect a market still working through its inventory. As that process plays out, deals are expected to become less common even as rent growth stays measured.

Where deals are most common
The markets with the highest concession rates are where the most new apartments were built and where renters have the most options today. Charlotte (67.1%), Denver (65.9%) and Dallas (64.6%) top the list. Rents have declined in San Antonio (-1.8% to $1,416), Austin (-1.7% to $1,653) and Denver (-1.3% to $1,930) over the past year. In these markets, renters are seeing the direct benefit of the new supply that has come online.

Where the market is tightest, rents are rising fastest. San Francisco leads the nation in rent growth, up 8.2% annually to $3,301, with just 24.9% of listings offering a concession. San Jose rents rose 6.2% to $3,729, while Chicago rents climbed 5.2% to $2,275. For renters in these markets, the window to negotiate is considerably narrower.

Single-family rents increase twice as much as apartment rents
Single-family rents rose 3% year over year to $2,320, roughly double the 1.5% gain for multifamily units, now at $1,789. A disproportionately larger increase in the number of apartment units gave renters in that segment more options to choose from, also pulling down rent growth when compared to single-family rentals.

Looking ahead, rent growth is expected to remain moderate. Zillow forecasts single-family rents to rise 3.1%, and multifamily rents to increase 2% for 2026, roughly in line with 2025. For renters, that means the deals available today are unlikely to disappear overnight, but as new supply is absorbed, conditions could begin to gradually tighten.

Metro

Concession
Share

Concession
Year over Year
(YoY)

Typical Rent,
Zillow Observed
Rent Index
(ZORI)

Rent YoY

Income
Needed

United States

39.7 %

4.5 %

$1,965

2.2 %

$78,600

New York, NY

17.2 %

1.3 %

$3,573

4.5 %

$142,933

Los Angeles, CA

32.5 %

2.9 %

$2,927

1.5 %

$117,090

Chicago, IL

23.3 %

2.6 %

$2,275

5.2 %

$91,014

Dallas, TX

64.6 %

9.2 %

$1,673

0 %

$66,938

Houston, TX

54.0 %

7.2 %

$1,648

-0.1 %

$65,918

Washington, DC

54.8 %

4.2 %

$2,448

0.1 %

$97,916

Philadelphia, PA

31.8 %

3.0 %

$1,928

3.6 %

$77,128

Miami, FL

27.8 %

2.7 %

$2,695

1.2 %

$107,784

Atlanta, GA

58.2 %

5.3 %

$1,854

1.9 %

$74,159

Boston, MA

29.5 %

4.8 %

$3,210

2.6 %

$128,416

Phoenix, AZ

61.0 %

6.0 %

$1,733

0 %

$69,339

San Francisco, CA

24.9 %

8.9 %

$3,301

8.2 %

$132,059

Riverside, CA

29.9 %

3.1 %

$2,539

2.3 %

$101,570

Detroit, MI

25.3 %

2.8 %

$1,518

3.2 %

$60,713

Seattle, WA

52.4 %

6.7 %

$2,269

1.4 %

$90,763

Minneapolis, MN

40.0 %

0.4 %

$1,727

3.4 %

$69,061

San Diego, CA

37.4 %

4.1 %

$2,991

1.7 %

$119,620

Tampa, FL

52.5 %

11.3 %

$2,020

-0.7 %

$80,812

Denver, CO

65.9 %

4.4 %

$1,930

-1.3 %

$77,188

Baltimore, MD

37.7 %

1.0 %

$1,936

2.2 %

$77,433

St. Louis, MO

28.9 %

6.5 %

$1,459

4.0 %

$58,369

Orlando, FL

55.2 %

5.7 %

$1,972

0.7 %

$78,874

Charlotte, NC

67.1 %

6.0 %

$1,750

0.5 %

$69,989

San Antonio, TX

56.9 %

6.1 %

$1,416

-1.8 %

$56,633

Portland, OR

48.0 %

6.2 %

$1,805

0.4 %

$72,214

Sacramento, CA

31.8 %

2.8 %

$2,308

2.0 %

$92,327

Pittsburgh, PA

25.8 %

5.1 %

$1,523

3.6 %

$60,921

Cincinnati, OH

32.6 %

12.6 %

$1,583

2.8 %

$63,306

Austin, TX

64.3 %

3.6 %

$1,653

-1.7 %

$66,132

Las Vegas, NV

57.1 %

15.5 %

$1,748

0.3 %

$69,910

Kansas City, MO

34.8 %

7.7 %

$1,545

3.4 %

$61,803

Columbus, OH

48.8 %

11.0 %

$1,528

1.5 %

$61,100

Indianapolis, IN

46.9 %

9.0 %

$1,558

2.5 %

$62,327

Cleveland, OH

24.7 %

2.0 %

$1,474

4.0 %

$58,967

San Jose, CA

23.7 %

-13.2 %

$3,729

6.2 %

$149,179

Nashville, TN

64.0 %

6.4 %

$1,810

0.4 %

$72,418

Virginia Beach, VA

21.8 %

-4.9 %

$1,878

5.5 %

$75,104

Providence, RI

11.4 %

-0.1 %

$2,172

3.5 %

$86,872

Jacksonville, FL

50.2 %

3.1 %

$1,708

1.2 %

$68,316

Milwaukee, WI

18.3 %

-4.5 %

$1,552

4.2 %

$62,085

Oklahoma City, OK

29.7 %

3.3 %

$1,393

2.8 %

$55,708

Raleigh, NC

64.1 %

4.6 %

$1,689

0.3 %

$67,559

Memphis, TN

43.3 %

8.4 %

$1,435

0.7 %

$57,386

Richmond, VA

47.4 %

7.7 %

$1,772

3.3 %

$70,863

Louisville, KY

44.5 %

11.1 %

$1,385

2.3 %

$55,404

New Orleans, LA

19.3 %

7.2 %

$1,617

0.8 %

$64,679

Salt Lake City, UT

64.2 %

8.2 %

$1,638

0.6 %

$65,513

Hartford, CT

20.7 %

0.6 %

$2,013

3.1 %

$80,518

Buffalo, NY

10.1 %

2.9 %

$1,461

3.1 %

$58,435

Birmingham, AL

39.2 %

14.8 %

$1,462

1.2 %

$58,497

*Table ordered by market size 

About Zillow Group
Zillow Group, Inc. (Nasdaq: Z and ZG) is reimagining real estate to make home a reality for more and more people.

As the most visited real estate app and website in the United States, Zillow connects hundreds of millions of consumers with innovative technology, trusted agents and loan officers, and seamless digital solutions. With industry-leading tools and resources, Zillow supercharges real estate professionals so they can grow their businesses and deliver exceptional client experiences. For renters and housing providers, Zillow offers not only a robust marketplace but a set of end-to-end products and services to streamline applications, leases, payments and more.

Zillow's ecosystem spans the entire home journey — from dreaming and shopping to renting, buying, selling and financing.

Zillow Group's affiliates, subsidiaries and brands include Zillow®, Zillow Premier Agent®, Zillow Home Loans®, Zillow Rentals®, Zillow® New Construction, Trulia®, StreetEasy®, Out East®, HotPads®, Follow Up Boss®, ShowingTime®, dotloop® and Zillow® Closing.

All marks herein are owned by MFTB Holdco, Inc., a Zillow affiliate. Zillow Home Loans, LLC is an Equal Housing Lender, NMLS #10287 (www.nmlsconsumeraccess.org). © 2026 MFTB Holdco, Inc., a Zillow affiliate.

(ZFIN)

SOURCE Zillow

Philip Morris International delivered record Q2 2026 net revenues of $11.19 billion, with 15.2% adjusted EPS growth and expanding margins. Smoke-free products now comprise 42% of PM's revenues, with IQOS and ZYN driving global share gains and margin expansion. I remain bullish on PM, citing robust earnings growth, a 3% dividend yield, and clear capital allocation optionality post-deleveraging.

Trey has been an editor and author at 24/7 Wall St. for more than a decade, where he has published thousands of articles analyzing corporate earnings, dividend stocks, short interest, insider buying, private equity, and market trends. His comprehensive coverage spans the full spectrum of financial markets, from blue-chip stalwarts to emerging growth companies.

Beyond 24/7 Wall St., Trey has created and edited financial content for Benzinga and AOL's BloggingStocks, contributing additional hundreds of articles to the investment community. He previously oversaw the 24/7 Climate Insights site, managing editorial operations and content strategy, and currently oversees and creates content for My Investing News.

Trey's editorial expertise extends across multiple publishing environments. He served as production editor at Dearborn Financial Publishing and development editor at Kaplan, where he helped shape financial education materials. Earlier in his career, he worked as a writer-producer at SVE. His freelance editing portfolio includes work for prestigious clients such as Sage Publications, Rand McNally, the Institute for Supply Management, the American Library Association, Eggplant Literary Productions, and Spiegel.

Outside of financial journalism, Trey writes fiction and has been an active member of the writing community for years, overseeing a long-running critique group and moderating workshop sessions at regional conventions. He lives with his family in an old house in the Midwest.

The latest developments are critical for all AI stock investors to understand.

*Stock prices used were the afternoon prices of July 20, 2026. The video was published on July 22, 2026.

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

Posted by Defense World Staff on Jul 23rd, 2026

B&D White Capital Company LLC bought a new stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 23,500 shares of the healthcare product maker’s stock, valued at approximately $2,413,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. purchased a new stake in Abbott Laboratories in the 4th quarter worth $25,000. Cornerstone Financial Management LLC purchased a new position in shares of Abbott Laboratories in the fourth quarter valued at $25,000. Purpose Unlimited Inc. bought a new stake in Abbott Laboratories in the fourth quarter worth $25,000. Portfolio Resources Advisor Group Inc. bought a new stake in Abbott Laboratories in the fourth quarter worth $26,000. Finally, Abound Financial LLC purchased a new stake in Abbott Laboratories during the fourth quarter valued at $26,000. 75.18% of the stock is currently owned by institutional investors.

Insiders Place Their Bets In other news, Director Daniel J. Starks purchased 10,000 shares of the company’s stock in a transaction on Monday, April 27th. The shares were acquired at an average price of $92.65 per share, for a total transaction of $926,500.00. Following the purchase, the director owned 6,751,103 shares in the company, valued at $625,489,692.95. This trade represents a 0.15% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.46% of the company’s stock.

Abbott Laboratories Stock Performance Shares of ABT stock opened at $100.69 on Thursday. Abbott Laboratories has a 12-month low of $81.97 and a 12-month high of $137.49. The business’s fifty day simple moving average is $90.92 and its 200-day simple moving average is $101.48. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 0.56. The company has a market cap of $175.38 billion, a PE ratio of 32.59, a PEG ratio of 1.93 and a beta of 0.61.

Abbott Laboratories (NYSE:ABT – Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare product maker reported $1.31 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.03. Abbott Laboratories had a return on equity of 17.65% and a net margin of 11.65%.The firm had revenue of $12.51 billion for the quarter, compared to the consensus estimate of $12.52 billion. During the same period in the previous year, the business earned $1.26 EPS. The firm’s revenue for the quarter was up 13.0% on a year-over-year basis. Abbott Laboratories has set its Q3 2026 guidance at 1.380-1.46 EPS and its FY 2026 guidance at 5.450-5.60 EPS. Analysts expect that Abbott Laboratories will post 5.51 earnings per share for the current fiscal year.

Abbott Laboratories Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Wednesday, July 15th will be paid a $0.63 dividend. The ex-dividend date is Wednesday, July 15th. This represents a $2.52 dividend on an annualized basis and a yield of 2.5%. Abbott Laboratories’s dividend payout ratio (DPR) is 81.55%.

Analysts Set New Price Targets ABT has been the subject of a number of recent research reports. Raymond James Financial dropped their price objective on shares of Abbott Laboratories from $130.00 to $115.00 and set an “outperform” rating for the company in a research note on Friday, April 17th. Mizuho dropped their target price on Abbott Laboratories from $125.00 to $115.00 and set a “neutral” rating for the company in a research report on Friday, April 17th. JPMorgan Chase & Co. raised their price objective on Abbott Laboratories from $110.00 to $120.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Leerink Partners cut their price target on Abbott Laboratories from $119.00 to $106.00 and set a “market perform” rating on the stock in a report on Tuesday, April 21st. Finally, Wells Fargo & Company raised their price objective on Abbott Laboratories from $109.00 to $112.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $118.61.

Check Out Our Latest Analysis on ABT

About Abbott Laboratories (Free Report)

Abbott Laboratories is a global healthcare company headquartered in Abbott Park, Illinois, that develops, manufactures and markets a broad portfolio of medical products and services. Founded in 1888, Abbott operates through multiple business areas that focus on diagnostics, medical devices, nutritionals and established pharmaceuticals. The company supplies hospitals, clinics, laboratories, retailers and direct-to-consumer channels with products intended to diagnose, treat and manage a wide range of health conditions.

In diagnostics, Abbott provides laboratory and point-of-care testing platforms and assays used to detect infectious diseases, chronic conditions and biomarkers; its Alinity family of instruments and rapid-test solutions are examples of this capability.

Featured Articles Five stocks we like better than Abbott Laboratories Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding ABT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Abbott Laboratories (NYSE:ABT – Free Report).

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Texas Instruments stock fell more than 5% in premarket trading, despite reporting strong quarterly earnings and raising its forward guidance. TXN dropped to $280, leaving the stock more than 16% below its highest level of the year. So, will the pullback continue, or is the stock poised for a rebound?

TXN stock is stuck in a bear market, even after its financial results showed that its business was booming. The recent results showed that Texas Instruments’ revenue jumped by 23% from the same period last year. It made $5.4 billion in revenues, with its net income jumping by 53% to $1.98 billion. 

The company’s business is benefiting from the rebound in the industrial and data center industry. Its industrial business soared by 30%, while its data center revenue rose by 20%. The automotive industry revenue rose by mid-teens, while its personal electronics was flat.

Most importantly, the company’s management believes that the growth has more room to run. Its third-quarter revenue is expected to be between $5.65 billion and $6.15 billion, with earnings per share being between $2.23 and $2.57.

Wall Street analysts are also highly bullish on the company, expecting that its revenue to jump by about 20% to $21.12 billion. This growth is expected to hit $23.62 billion next year.

Despite its encouraging growth, there are signs that the company has become highly overvalued, setting a high bar for the management. Its valuation metrics are much higher than other faster-growing companies like Micron, Nvidia, and SanDisk.

Data shows that the company has a forward price-to-earnings ratio of 37, much higher than the sector median of 24. This multiple is also much higher than its five-year average of 27. 

The same is shown in other metrics, including the forward EV/EBITDA multiple, which has moved to 13, higher than the five-year average of 9.

More metrics show that the company is not a bargain. The Discounted Free Cash Flow (DCF) calculation by Simply Wall St shows that the company is about 20% overvalued.

Analysts are relatively mixed about the company. MarketBeat data shows that the average estimate is $290, slightly higher than where it is trading today.

Susquehanna’s Christopher Rolland recently boosted the target from $300 to $340. Morgan Stanley’s Joseph Moore maintained an overweight rating, while boosting the target from $221 to $230. 

Texas Instruments chart | Source: TradingView

Technicals suggest that the TXN stock formed a double-top pattern at $331 and a neckline at $274, its lowest level on June 9 this year. A double-top pattern is one of the most bearish signs in technical analysis.

The stock has moved below the 23.6% Fibonacci Retracement level of $290. It has also moved below the 50-day Exponential Moving Average (EMA). 

Therefore, the most likely Texas Instruments stock forecast is bearish, with the next key target to watch being the 50% retracement point of $242. This target is about 13% below the current level.

READ MORE: Texas Instruments stock highly bullish pattern points to gains after earnings beat

Honeywell International Inc. (HON - Free Report) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.8 per share. This compares to earnings of $5.5 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +8.33%. A quarter ago, it was expected that this company would post earnings of $4.62 per share when it actually produced earnings of $4.9, delivering a surprise of +6.06%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Honeywell International, which belongs to the Zacks Diversified Operations industry, posted revenues of $5.19 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.19%. This compares to year-ago revenues of $10.35 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Honeywell International shares have lost about 40.3% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for Honeywell International?While Honeywell International has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Honeywell International was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.25 on $5.33 billion in revenues for the coming quarter and $10.34 on $20.04 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Diversified Operations is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, ITT (ITT - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This supplier of parts and services to a wide variety of industries is expected to post quarterly earnings of $1.93 per share in its upcoming report, which represents a year-over-year change of +17.7%. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level.

ITT's revenues are expected to be $1.39 billion, up 43.3% from the year-ago quarter.

Union Pacific Corp (UNP) released its 8-K filing detailing the company's financial performance for the second quarter of 2026, which showed favorable results co

While it remains a mystery exactly why certain companies are removed from the venerable Dow Jones Industrial Average, even after years on the legacy index, we decided to ask Anthropic’s Claude chatbot for an answer on how those decisions are made. These were the results we got:

S&P Dow Jones Indices manages the Dow Jones Industrial Average, and changes to its composition are determined by an index committee—not by any fixed formula or automatic screening process. This is a key difference from many other indices (like the S&P 500), which use largely rules-based, quantitative criteria for additions and removals.

Who decides:

The S&P Dow Jones Indices Averages Committee, made up of full-time S&P Dow Jones Indices employees (analysts and economists), meets periodically and can also convene on an as-needed basis when a change seems warranted. The committee’s decisions are essentially editorial judgment calls rather than mechanical rule-following.

Criteria/factors considered for removal:

Since there’s no strict quantitative threshold, the committee weighs a mix of factors, including:

Reputation decline — A company falling out of favor, facing major controversy, or losing standing as a leading representative of American industry. Slower growth or shrinking relevance — A company no longer reflecting the sector or economy it’s meant to represent. Sector balance — The committee tries to maintain reasonable representation across major sectors of the economy. If a sector becomes overrepresented or underrepresented, a swap may follow. Stock price distortions — Because the DJIA is price-weighted (not market-cap weighted), a stock with an unusually high or low price can distort the index’s calculations. Extreme price divergence, or a stock split that significantly changes a company’s weighting, can be a trigger for a change. Corporate actions — Mergers, acquisitions, bankruptcy, or a company being acquired can force removal, since the company effectively stops existing as an independent public entity. Overall fit — Whether the company remains a widely held, financially sound, and historically significant “blue chip” that meaningfully represents the U.S. economy. When a company is removed, it’s simultaneously replaced by another company chosen to maintain balance across the 30-stock index. Because these decisions are subjective and infrequent, they tend to draw significant market attention when announced, and the S&P Dow Jones Indices typically announces changes a few days before they take effect.

With all that in mind, we decided to screen the stocks that had been removed over the past few decades and see whether the committee of analysts and economists is making the right removal decisions. Interestingly, some of the companies that were kicked out have soared and, in many cases, continued to pay big, dependable dividends. One thing we did note is that, over the past decade, technology companies have been replacing the stocks they remove.

Here are five dividend-paying giants that were all removed from the Dow.

Altria Altria (NYSE: MO | MO Price Prediction) is one of the world’s largest producers and marketers of cigarettes and other tobacco-related products. This tobacco stock offers value investors a solid entry point and a 5.66% dividend. Altria manufactures and sells smokable and oral tobacco products in the United States primarily to wholesalers, including distributors and large retail organizations, such as chain stores.

Kiplinger notes that after it was removed in 2008, shareholders who held through the transition saw their shares surge by more than 150% in the years following, excluding dividends.

The company primarily sells cigarettes under the Marlboro brand, as well as:

Cigars and pipe tobacco, principally under the Black & Mild and Middleton brands Moist smokeless tobacco and snus products under the Copenhagen, Skoal, Red Seal, and Husky brands on! Oral nicotine pouches e-vapor products under the NJOY ACE brand Altria used to own over 10% of Anheuser-Busch InBev (NYSE: BUD), the world’s largest brewer. In March of 2024, the company sold 35 million of its 197 million shares through a global secondary offering. That represents 18% of its holdings but still leaves 8% of the outstanding shares in its back pocket. Altria also announced a $2.4 billion stock repurchase plan partially funded by the sale.

Altria increased its quarterly dividend in the fall of 2025 by 3.9%, from $1.02 to $1.06 per share, marking its 57th consecutive dividend increase.

AT&T AT&T (NYSE: T) is the world’s fourth-largest telecommunications company, measured by revenue. The legacy telecom has been undergoing a lengthy restructuring process while maintaining a solid dividend of 5.06%. Thirteen analysts have given the stock a Buy rating, indicating broad Wall Street support.

It was removed from the index in 2015 to clear space for Apple (NASDAQ: AAPL). AT&T was a long-time Dividend Aristocrat before structural corporate changes and spinoffs altered its payout strategy.

AT&T provides a range of telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services. Through its company-owned stores, agents, and third-party retail stores, it sells:

Handsets Wireless data cards Wireless computing devices Carrying cases Hands-free devices AT&T also provides:

Data Voice Security Cloud solutions Outsourcing Managed and provided professional services Customer premises equipment for multinational corporations, small and mid-sized businesses, and governmental and wholesale customers Additionally, this segment provides residential customers with fiber broadband and legacy voice telephony services. It markets its communications services and products under:

AT&T Cricket AT&T PREPAID AT&T Fiber The company’s Latin America segment provides wireless services in Mexico and video services throughout the region. This segment markets its services and products under the AT&T and Unefon brands.

Exxon Mobil Exxon Mobil (NYSE: XOM) manages an industry-leading portfolio of resources and is one of the world’s largest integrated fuels, lubricants, and chemical companies. Despite the rise in oil prices, investors still have an excellent entry point to secure a strong 2.66% dividend yield. Exxon is the world’s largest international integrated oil and gas company, exploring for and producing crude oil and natural gas in North and South America, Europe, Africa, Asia, and elsewhere.

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The legacy energy behemoth was removed in August 2020 after a 92-year run to make room for Salesforce (NYSE: CRM). Despite its removal, Exxon continued to raise its dividend payout annually and has delivered strong total returns for investors.

Exxon also manufactures and markets commodity petrochemicals, including olefins, aromatics, polyethylene, and polypropylene plastics, as well as specialty products. Additionally, the company transports and sells crude oil, natural gas, and petroleum products.

Top Wall Street analysts expect the company to remain a key beneficiary in a higher oil price environment, and most remain optimistic about the company’s sharp positive inflection in capital allocation strategy. The upstream portfolio offers leverage to a further demand recovery, and Exxon offers greater Downstream/Chemicals exposure than its peers.

Exxon completed its purchase of oil shale giant Pioneer Natural Resources in 2024 in an all-stock transaction valued at $59.5 billion. The deal created the largest U.S. oilfield producer and guarantees a decade of low-cost production.

International Paper With a rich 5.09% dividend and a product that remains in demand, this top stock is still incredibly attractive. International Paper (NYSE: IP) provides sustainable packaging solutions. The company produces renewable fiber-based packaging products and operates manufacturing facilities in North America, Latin America, Europe, and North Africa. Kiplinger said the company was kicked out of the Dow in April 2004, and that the stock rebounded by approximately 25% and delivered a total return of over 100% when dividends are factored in.

Its segments include:

Packaging Solutions North America Packaging Solutions EMEA The company’s products and services include Packaging, Packaging Services, and Recycling. It provides corrugated packaging, solid fiber, corrugated sheets, retail displays, bulk packaging, and more.

International Paper also offers related services such as design and fulfillment to support these solutions. It provides a range of packaging and display services, from design and testing to fulfillment, including structural and graphic design, printing, testing, mechanical assembly, and packaging.

The company offers recycling solutions and services to manage fiber recovery programs for retailers, grocers, e-commerce companies, distribution centers, manufacturers, and its own box plants.

Pfizer Pfizer (NYSE: PFE) was established in 1849 in New York by two German entrepreneurs. This top pharmaceutical stock was a major winner in the COVID-19 vaccine race, but has declined significantly as booster uptake has slowed. However, Pfizer’s recovery story is gaining traction, with blockbuster non-COVID drugs delivering strong growth and a potential GLP-1 product launch on the horizon. It pays a dependable 6.93% dividend, which has increased annually for the past 15 years.

Booted in the August 2020 reshuffle to accommodate Amgen (NASDAQ: AMGN), Pfizer remains a staple for income investors seeking pharmaceutical exposure.

Pfizer discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products worldwide in various therapeutic areas, including:

Cardiovascular, metabolic, and women’s health under the Premarin family and Eliquis brands Biologics, small molecules, immunotherapies, and biosimilars under the Ibrance, Xtandi, Sutent, Inlyta, Retacrit, Lorbrena, and Braftovi brands Sterile injectable and anti-infective medicines and oral COVID-19 treatment under the Sulperazon, Medrol, Zavicefta, Zithromax, Vfend, Panzyga, and Paxlovid brands Pfizer also provides medicines and vaccines in other therapeutic areas, such as:

Pneumococcal disease, meningococcal disease, and tick-borne encephalitis COVID-19 under the Comirnaty/BNT162b2, Nimenrix, FSME/IMMUN-TicoVac, Trumenba, and the Prevnar family brands Biosimilars for chronic immune and inflammatory diseases under the Xeljanz, Enbrel, Inflectra, Eucrisa/Staquis, and Cibinqo brands Amyloidosis, hemophilia, and endocrine diseases under the Vyndaqel/Vyndamax, BeneFIX, and Genotropin brands Pfizer anticipates full-year 2026 revenues to be in the range of $59.5 billion to $62.5 billion. This outlook reflects an expected $1.5 billion decline in COVID-19 product sales (forecasted at approximately $5.0 billion for 2026, compared to $6.5 billion in 2025), alongside an additional $1.5 billion headwind from upcoming drug patent expirations.

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Contact [email protected] for any questions or corrections.

RTX (RTX - Free Report) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.56 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +13.86%. A quarter ago, it was expected that this an aerospace and defense company would post earnings of $1.52 per share when it actually produced earnings of $1.78, delivering a surprise of +17.11%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

RTX, which belongs to the Zacks Aerospace - Defense industry, posted revenues of $24.71 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.21%. This compares to year-ago revenues of $21.58 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

RTX shares have added about 6.3% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for RTX?While RTX has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for RTX was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.74 on $23.6 billion in revenues for the coming quarter and $6.92 on $93.95 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Intuitive Machines, Inc. (LUNR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of +27.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Intuitive Machines, Inc.'s revenues are expected to be $219.31 million, up 335.9% from the year-ago quarter.

MDA Space Targets US Defense Market With $620M AcquisitionRTX NYSE: RTX raised its full-year outlook after reporting stronger second-quarter 2026 sales, profit and cash flow, citing broad demand across its commercial aerospace and defense businesses and continued progress on operational execution.

Chairman and Chief Executive Officer Chris Calio said the company delivered “another strong quarter of performance and financial results,” with adjusted sales of $24.7 billion, up 16% organically from a year earlier. Adjusted earnings per share rose 21% to $1.89, while adjusted segment operating profit increased 18% to $3.2 billion. Free cash flow totaled $2.9 billion.

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How to Invest in the Biggest European Defense Surge in DecadesThe company’s backlog reached a record $289 billion, up 22% year over year and 6% sequentially. Calio said demand remained “exceptional” across RTX’s products and services, with both defense and commercial aerospace contributing to order growth.

Defense Demand Drives Record Backlog Raytheon recorded nearly $20 billion of awards in the quarter, producing a book-to-bill ratio of 2.4. Calio said the awards included more than $5 billion of GEM-T Patriot effectors, driven by international customers and the first domestic GEM-T production order in more than 30 years. Raytheon also booked more than $4 billion of classified and confidential awards and $1.8 billion for AMRAAM.

RTX Is Set to Revolutionize Munitions ManufacturingNathan Ware, vice president of investor relations, said Raytheon’s quarterly sales rose 18% to $8.3 billion, driven by higher volume in land and air defense systems, naval programs and air and space defense systems, including Patriot, Standard Missile and AMRAAM. Adjusted operating profit increased $234 million to $1 billion, with margins expanding 100 basis points.

Raytheon ended the quarter with an $86 billion backlog, 48% of which was international, up four percentage points from a year earlier. Ware said other key awards in the quarter included $1.1 billion for AIM-9X and about $800 million for LTAMDS.

Calio said RTX is encouraged by bipartisan support for increased U.S. defense spending, pointing to a base budget request of $1.1 trillion for 2027 and increased funding for RTX priority programs including Tomahawk, LTAMDS and Standard Missile. He also said Raytheon booked more than $10 billion of international awards in the first half of the year, more than double the prior-year period, including more than $7 billion from European customers.

Commercial Aerospace Aftermarket Remains Strong On the commercial side, Calio said RTX received more than $20 billion of original equipment and aftermarket orders in the quarter. He highlighted AirAsia’s order for 150 Airbus A220 aircraft, which are exclusively powered by Pratt & Whitney GTF engines, and a five-year agreement under which Collins Aerospace will provide Air New Zealand with maintenance, repair and overhaul services for engine nacelles on its Boeing 787 fleet.

Calio said commercial aftermarket demand remains strong and passenger air travel is resilient. He said global revenue passenger kilometers are expected to grow this year in all regions outside the Middle East, while engine retirements have remained relatively low.

At Pratt & Whitney, sales rose 16% on an adjusted basis to $8.9 billion and 17% organically, supported by commercial aftermarket and military engine strength. Ware said commercial aftermarket sales rose 25% on higher MRO volume, while military engine sales increased 23%, driven by higher F135 volume. Commercial original equipment sales fell 8% as increased engine deliveries were more than offset by large commercial engine mix.

Calio said the GTF fleet management plan remains on track. PW1100 aircraft-on-ground levels were down sequentially and down 25% year to date, supported by MRO output that increased more than 40% year over year and a 23% reduction in turnaround time.

Collins, Pratt and Raytheon Outlooks Raised Chief Financial Officer Neil Mitchill said RTX now expects full-year adjusted sales of $95 billion to $96 billion, up from the prior range of $92.5 billion to $93.5 billion. The company now expects organic sales growth of 8% to 9%, compared with the previous range of 5% to 6%.

RTX also raised its adjusted EPS outlook to $7.10 to $7.25, up from $6.70 to $6.90. Free cash flow is now expected to range from $8.5 billion to $8.75 billion, compared with the prior range of $8.25 billion to $8.75 billion.

Mitchill said most of the sales increase is tied to stronger defense performance across the company, primarily at Raytheon, along with higher GTF aftermarket volume at Pratt & Whitney and commercial original equipment strength at Collins Aerospace.

Collins Aerospace: Second-quarter sales were $8.2 billion, up 13% organically. RTX now expects Collins sales to grow mid- to high-single digits on an adjusted basis, with operating profit growth of $550 million to $625 million versus 2025. Pratt & Whitney: RTX now expects Pratt sales to grow high-single digits on both an adjusted and organic basis, with operating profit growth of $275 million to $350 million versus 2025. Raytheon: RTX now expects Raytheon sales to grow high-single digits to low-double digits, with operating profit growth of $575 million to $650 million versus 2025. Company Highlights Investments and Portfolio Actions Calio said RTX continues to invest in capacity and technology across the business. Raytheon is investing an additional $100 million domestically to increase GEM-T component production and accelerate LTAMDS testing capabilities. Pratt & Whitney announced more than $100 million of U.S. investments to expand GTF MRO capacity in Texas, Florida and Arkansas. Collins completed a commercial MRO expansion in Malaysia during the quarter.

RTX also reported progress on technology programs. Collins was down-selected to deliver mission autonomy software for the U.S. Air Force’s collaborative combat aircraft program. Pratt received aircraft certification for the GTF Advantage engine and began deliveries to Airbus, with entry into service expected later this year and full production cutover in 2028. Raytheon is developing a longer-range variant of the StormBreaker effector using a modified Pratt TJ-150 engine, with an upcoming flight test planned.

Mitchill also said RTX entered into an agreement to sell Raytheon’s Blue Canyon Technologies business for $620 million as the company focuses on core capabilities.

In response to analyst questions, Calio said RTX’s capital allocation priorities remain consistent: investing in the business, maintaining its dividend commitment and reducing debt. He said the company does not see anything it “really need[s]” from a portfolio standpoint and believes its existing portfolio is “exceptionally strong.”

About RTX (NYSE:RTX)RTX NYSE: RTX is a U.S.-based aerospace and defense company that designs, manufactures and services advanced systems for commercial, military and governmental customers worldwide. The company was created through the 2020 combination of Raytheon Company and United Technologies Corporation and later adopted the RTX name, positioning itself as a diversified provider across the aerospace and defense value chain.

RTX's operations span a broad set of capabilities. Its commercial aerospace businesses include Pratt & Whitney aircraft engines and Collins Aerospace systems, which supply propulsion, avionics, aerostructures, interiors and integrated aircraft systems.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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ServiceNow (NOW) stock climbed about 7% onearly Thursday after the enterprise software company reported quarterly results that topped Wall Street expectations a

ServiceNow Inc. (NYSE:NOW) posted better-than-expected second-quarter results after Wednesday’s closing bell.

ServiceNow reported quarterly earnings of 90 cents per share, which beat the Street estimate of 85 cents, according to Benzinga Pro data. Quarterly revenue clocked in at $3.99 billion, which beat the analyst consensus estimate of $3.93 billion and was up from $3.22 billion in the same period last year.

"ServiceNow’s exceptional Q2 results solidify our position as the fastest-growing major enterprise software and cybersecurity company," said ServiceNow CEO Bill McDermott.

ServiceNow shares rose 5.5% to $100.67 in pre-market trading.

These analysts made changes to their price targets on ServiceNow following earnings announcement.

Jefferies analyst Samad Samana maintained the stock with a Buy and raised the price target from $135 to $140. Evercore ISI Group analyst Kirk Materne maintained the stock with an Outperform rating and raised the price target from $150 to $160. Considering buying NOW stock? Here’s what analysts think:

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NEW YORK--(BUSINESS WIRE)---- $INTU #ClassAction--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) and reminds investors of the September 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has r.

Lockheed Martin (LMT - Free Report) came out with quarterly earnings of $7.94 per share, beating the Zacks Consensus Estimate of $7.22 per share. This compares to earnings of $7.29 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +9.97%. A quarter ago, it was expected that this aerospace and defense company would post earnings of $6.67 per share when it actually produced earnings of $6.44, delivering a surprise of -3.45%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Lockheed, which belongs to the Zacks Aerospace - Defense industry, posted revenues of $20.06 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.26%. This compares to year-ago revenues of $18.16 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Lockheed shares have added about 6.4% since the beginning of the year versus the S&P 500's gain of 9.6%.

What's Next for Lockheed?While Lockheed has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Lockheed was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $7.67 on $19.88 billion in revenues for the coming quarter and $29.92 on $79.12 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, StandardAero, Inc. (SARO - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of +75%. The consensus EPS estimate for the quarter has been revised 2.9% higher over the last 30 days to the current level.

StandardAero, Inc.'s revenues are expected to be $1.58 billion, up 3.1% from the year-ago quarter.

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Pre-Market Stock Futures: Futures are trading lower as more big earnings excitement ran into rising oil prices and geopolitical worries. When the final bell rang on Wednesday, all of the major indices finished the day lower, except the Dow Jones Industrial Average, which essientially closed flat at 52,239. The other three indices closed lower, with the small-cap Russell 2000 taking the biggest hit, closing down 1% at 2,957. At the same time, the tech-heavy Nasdaq finished the session at 25,690, down 0.57%. The S&P 500 closed the day at 7,498, down just 0.14%. The big news after the close was the second-quarter earnings from technology giant Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction), and while they blew past analysts’ estimates, the shares were under pressure in the after-market, and are trading lower this morning in the pre-market action.

Treasury Bonds: The song remains the same in the Treasury complex, as yields were higher across the entire curve once again, and the same reasons for the weakness persist. Higher oil prices are fueling worries about a resurgence of inflation, which took a summer holiday in June and looks set to return when the July inflation numbers come out in the month. The 30-year long bond closed the session at 5.15%, while the ten-year note closed at 4.66%. BTIG pointed out yesterday that 4.65% was a key area for the benchmark bond, and a “decisive close above that level could trigger a move higher”. Investors looking to buy the 10-year should focus on the 4.75% level. 

Oil and Gas: In what is becoming a daily story, oil prices moved higher once again. Despite assurances from Secretary of State Rubio that tankers will be able to pass, buyers continue to launch bullish energy bets. When the dust settled on Wednesday, Brent Crude was up 3.05% at $93.79, while West Texas Intermediate finished the day at $86.44, higher by 2.49%. Natural gas joined in, and was last seen at $2.95, up 2.79%. 

Gold: Geopolitical worries and rising yields were all it took to keep precious metals on their recent upward trend, where prices hit a 2-week high on Wednesday. Some traders pointed to next week’s meeting of the Federal Reserve governors and said that some of the move higher is positioning ahead of it. Gold closed Wednesday’s session at $4,134, up 1.38%, while Silver closed at $59.62, up 1.68%.

Crypto: The global cryptocurrency market ended slightly lower on Wednesday, with total market capitalization holding steady around $2.24 trillion. Bitcoin traded near $65,900 after climbing to an intraday high of $67,000 earlier in the session. The mild pullback appeared driven mainly by investors locking in profits, alongside a broader shift toward safe-haven assets. Rising crude oil prices and escalating tensions in the Middle East added to the cautious sentiment across risk assets. At 8 AM EDT, Bitcoin was trading at $65,520, while Ethereum was quoted at $1,926.

24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. I would like to remind you that no single analyst report should ever be the sole basis for buying or selling a stock.

Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Thursday, July 23, 2026.  

Upgrades: Ameren (NYSE: AEE) was upgraded to Overweight from Sector Weight at KeryBanc, with a $122 target price. AT&T (NYSE: T) was upgraded to Outperform from Peer Perform at Wolfe Research, with a $29 target price. Duke Energy (NYSE: DUK) was raised to Overweight from Sector Weight at KeyBanc, with a $139 target price objective. JPMorgan Chase & Company (NYSE: JPM) was upgraded to Buy from Hold at Deutsche Bank, which moved the target price to $375 from $345. Verisk Analytics (NASDAQ: VRSK) was upgraded to Buy from Hold at Jefferies, which raised the target price on the shares to $235 from $192. Downgrades: Pegasystems (NASDAQ: PEGA) was downgraded to Loop Capital, which slashed the target price to $25 from $55. PNC Financial Services Group (NYSE: PNC) was downgraded to Hold from Buy at Deutsche Bank, with a $265 price target. Northern Trust (NASDAQ: NTRS) was downgraded to Sector Perform from Outperform at RBC Capital, with a $178 target price. Norwegian Cruise Line Holdings (NYSE: NCLH) was downgraded to Hold from Buy at Truist Financial, with a $20 target price. Southern Company (NYSE: SO) was cut to Underweight from Sector Weight at KeyBanc, with a $79 target price. Initiations: Applied Digital (NASDAQ: APLD) was initiated with an Equal Weight at Morgan Stanley, with a $36.50 target price. Autodesk (NASDAQ: ADSK) was initiated with a Buy rating at Guggenheim, with a $245 target price.
Exxon Mobil (NYSE: XOM) was assumed with a Neutral rating at Piper Sandler, which has a $158 target for the integrated oil giant. LiveNation Entertainment (NYSE: LYV) was initiated with a Buy rating at BTIG, with a $215 target price. Tyler Technologies (NYSE: TYL) was started with a Buy rating at Guggenheim, which has a $440 target price for the stock. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and JPMorgan Chase didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

IRVINE, Calif., July 23, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a global leader in high-performance analog and mixed-signal semiconductors, today introduced the SKY6911x/2x family of NetSync™ network synchronizers for AI data center and other time-sensitive, high-speed communications infrastructure. This new family of devices combines network synchronization features, including IEEE 1588 Precision Time Protocol (PTP) support, ITU-T compliant Synchronous Ethernet wander filtering, and the ability to lock to GNSS receiver clock outputs, with ultra-low jitter clock generation supporting 224G/448G SerDes interfaces enabling 800G and 1.6T networking platforms.

“Modern network infrastructure requires precise timing and support for increasing data speeds,” said James Wilson, vice president and general manager for timing at Skyworks. “Our latest NetSync devices bring these capabilities together to help customers significantly reduce system complexity, simplify product development and accelerate complex system integration. These benefits are increasingly important in fast-moving markets, such as scale-across networking in AI data center infrastructure.”

Integrated Synchronization, Clocking and Software
Traditional timing architecture often requires separate hardware devices for synchronization and jitter attenuation, along with third-party software, to implement a complete synchronization solution. In contrast, Skyworks’ SKY6911x/2x NetSync family integrates these functions into a single IC. Working seamlessly with Skyworks’ AccuTime™ synchronization software, the SKY6911x/2x enables system designers to optimize synchronization designs for performance, power consumption, and PCB footprint, greatly reducing the hardware and software design effort required to support synchronization in telecommunications infrastructure, data centers, AI systems and broadcast video production facilities.

Key capabilities include:

Ultra-low jitter: Supports direct clocking of high-speed serial links, including 224 and 448 Gbps based SerDes.Flexible architecture: Leverages Skyworks’ proven DSPLL® and MultiSynth™ technologies, simplifying reconfigurability to support different topologies and address varying system architectures and requirements.Standards-based synchronization: The combination of NetSync and AccuTime supports physical layer clock standards such as Synchronous Ethernet, along with IEEE 1588 PTP packet-based timing for a diverse set of applications, including telecommunications, AI data center synchronization and video production genlock.Enhanced time-of-day support: High-resolution time-of-day counters and timestamping, combined with flexible encoding protocols and multiple physical-layer options, allow seamless time-of-day interconnection to many third-party clocks, switches and PHYs, as well as supporting time distribution over existing backplane designs.AccuTime enabled: NetSync devices are supported by Skyworks’ AccuTime synchronization software, which enhances system functionality and value, while reducing time to market, by incorporating the software-layer aspects of a modern synchronization solution: A full IEEE 1588 (PTP) stack supporting common PTP profiles across multiple industriesA highly advanced time-recovery servo to allow accurate time alignment to be achieved over even the noisiest of networksAn advanced sync manager allowing autonomous selection and fusion across multiple time and frequency sources – packet timing, physical layer clocks, local GNSS & central-office frequency supplyInterworking with oscillator-vendor provided software to implement an extended TCXO/OCXO holdover capability, enabling enhanced performance while reducing overall system costsAccuTime Assistant GUI to simplify software configuration, bring-up and system debug Availability
The full-featured SKY69115 (general purpose network synchronizer), SKY69110 (centralized network synchronizer with ToD) and SKY69120 (line card network synchronizer with ToD) BGA-based devices are available now.

The smaller form factor SKY69116 (general purpose network synchronizer), SKY69112 (centralized network synchronizer with ToD) and SKY69122 (line card network synchronizer with ToD) QFN-based devices are expected to be available in early 2027.

For more information, please visit www.skyworksinc.com.

About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.

Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website: www.skyworksinc.com.

Safe Harbor Statement
Any forward-looking statements contained in this press release are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties including, but not limited to, our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to develop, manufacture, and market innovative products and avoid product obsolescence; our ability to compete in the marketplace and achieve market acceptance of our products; the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies; the availability and pricing of third-party semiconductor foundry, assembly and test capacity, raw materials and supplier components; the quality of our products; our products’ ability to perform under stringent operating conditions; and other risks and uncertainties identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this press release are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.

Note to Editors: NetSync™, AccuTime™, DSPLL® and MultiSynth™, Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9641c317-1866-4d69-8c89-1ad4a2170c85

Aureus Asset Management LLC grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 267.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,404 shares of the network technology company’s stock after acquiring an additional 6,114 shares during the period. Aureus Asset Management LLC’s holdings in Palo Alto Networks were worth $1,347,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank acquired a new position in shares of Palo Alto Networks during the 4th quarter worth $1,415,364,000. Vanguard Group Inc. lifted its stake in Palo Alto Networks by 4.1% in the 4th quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after buying an additional 2,659,100 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its stake in Palo Alto Networks by 1,665.1% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,761,909 shares of the network technology company’s stock valued at $442,788,000 after buying an additional 2,605,433 shares in the last quarter. Bank of America Corp DE grew its holdings in Palo Alto Networks by 11.9% during the 4th quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after buying an additional 2,065,776 shares during the last quarter. Finally, Employees Provident Fund Board acquired a new stake in Palo Alto Networks during the 4th quarter valued at $281,542,000. Institutional investors and hedge funds own 79.82% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts have recently weighed in on PANW shares. Weiss Ratings cut Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Wedbush lifted their price objective on Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Loop Capital boosted their target price on shares of Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a research note on Wednesday, June 3rd. Finally, Mizuho upped their target price on shares of Palo Alto Networks from $265.00 to $305.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $331.48.

Read Our Latest Report on PANW

Insider Buying and Selling at Palo Alto Networks In related news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the completion of the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This represents a 3.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director James J. Goetz sold 20,000 shares of the stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 101,239 shares of company stock worth $27,174,360. Corporate insiders own 1.40% of the company’s stock.

Key Headlines Impacting Palo Alto Networks Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: Analysts and commentators continue to highlight Palo Alto Networks as a key beneficiary of rising AI-driven cybersecurity spending, with Morgan Stanley saying sentiment on software stocks may be too negative and Barron’s arguing PANW could be a major winner in the new AI era. Article: Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks Positive Sentiment: Market watchers are also pointing to broader enterprise demand for cybersecurity as AI agents proliferate, which could support future security product spending and reinforce PANW’s growth narrative. Article: Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending Positive Sentiment: Palo Alto Networks announced it will acquire Embrace to extend its observability platform with Real User Monitoring and Synthetics, a move aimed at improving digital experience monitoring and AI-driven operations. Investors may see this as an expansion into a higher-value adjacent market. Article: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring Neutral Sentiment: Another brief note flagged PANW as a cybersecurity stock to follow, but did not add any new catalyst beyond the broader sector interest. Article: Cybersecurity Stocks To Follow Now – July 20th Negative Sentiment: Despite the upbeat long-term themes, one article noted PANW had slipped intraday, suggesting some investors are still taking profits or reacting to overall software sector weakness. Article: Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick Palo Alto Networks Trading Down 2.0% PANW stock opened at $335.28 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market cap of $273.25 billion, a price-to-earnings ratio of 274.82, a PEG ratio of 12.70 and a beta of 0.91. The business has a fifty day simple moving average of $297.43 and a 200-day simple moving average of $215.80. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $368.80.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.37 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, equities research analysts expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Palo Alto Networks Company Profile (Free Report)

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.

See Also Five stocks we like better than Palo Alto Networks Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding PANW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report).

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, /PRNewswire/ -- National shareholder rights firm Hagens Berman alerts investors in Roblox Corporation (NYSE: RBLX) that the alleged class period in the ongoing securities class action litigation has been expanded. A new lawsuit now covers investors who purchased or otherwise acquired Roblox common stock between October 31, 2024 through April 30, 2026, inclusive.

National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.

Class Period: Oct. 31, 2024 – Apr. 30, 2026

Lead Plaintiff Deadline: Aug. 7, 2026

Visit: www.hbsslaw.com/investor-fraud/rblx 

Contact the Firm Now: [email protected] 

                                         844-916-0895

Roblox Corporation (RBLX) Securities Class Action:

The primary focus of the litigation is on the propriety of Roblox's disclosures about its commitment toward protecting the safety of young users of its platform and the recent the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.

During the Class Period, Roblox and its senior management have assured investors that "safety would be paramount[,]" "building safety into our products has been a huge effort[,]" and "[o]ur approach to safety includes multiple proactive measures as well as parental controls[.]" They have also emphasized that "b]ecause our Platform includes children aged 5 and over, our safety and civility policies are purpose-built to be strict."

Investors slowly learned the truth through a series of disclosures beginning on October 30, 2025. That day, the Company revealed that it would be instituting enhanced age verification technology globally beginning in January 2026. On this news, the price of the Company's common stock declined 16% from $133.74 per share to $113.00 per share, wiping out $13 billion in market value.

Then, on April 30, 2026, Roblox revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%, investors glimpsed what was really going on.

Roblox said just 51% of its global DAUs age checked and also said that "as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores." Roblox also said its lowered prospects are the result of "continued friction" resulting from the age-check rollout.

"We're focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.

If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.

If you'd like more information and answers to other frequently asked questions about the Roblox case and the firm's investigation, read more.

Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected] .

About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

SOURCE Hagens Berman Sobol Shapiro LLP

AI-driven, client-ready material creation will be available in Capital IQ Pro through strategic partnership with Farsight.

, /PRNewswire/ -- S&P Global Market Intelligence, a division of S&P Global (NYSE: SPGI), today announced a powerful new AI-driven capability that enables bankers and investors to accelerate the creation of client-ready materials directly within S&P Global's Capital IQ Pro platform. The capability will be delivered later this year through a strategic partnership with, and minority investment in, Farsight, a platform for client-ready financial deliverables that produces pitch decks, confidential information memoranda (CIMs) and valuation materials built to each firm's own judgments, prior work templates and standards.

This launch advances the strategic priorities of the newly formed Kensho Data & Platforms, which brings together world-class client interfaces, including Capital IQ Pro, to deliver an AI-native user experience and accelerate the rollout of skills and applications that make proprietary intelligence easier to access, connect and act on.

S&P Global Market Intelligence will offer the new capability as an add-on to Capital IQ Pro, allowing customers the ability to enhance their experience and drive efficiencies in their workflows, using the AI-powered tool combined with trusted data from Capital IQ Pro. The capability draws on a firm's previous deliverables and proprietary templates to generate highly tailored, client-ready deliverables, including pitch decks, CIMs, valuation materials and more. This enables clients to accelerate document preparation while maintaining firm-specific quality standards.

"As AI transforms how intelligence is consumed and acted upon, our customers need trusted, connected, essential intelligence that brings context and conviction to decision-making," said Sally Moore, Chief Client Officer and Co-Head of Market Intelligence, Kensho Data & Platforms. "This new capability is a powerful example of how we are evolving Capital IQ Pro to deliver differentiated, AI-native workflow experiences directly to our customers. By combining our trusted data with tailored, client-ready deliverable creation, and by investing in and aligning with best-in-class AI enablers like Farsight, we are helping our clients move from insight to action with speed and confidence."

"The industry has spent years competing on access to data. The next frontier is helping firms turn that data into client-ready work that reflects how they think, advise and make decisions," said Samir Dutta, CEO of Farsight. "This partnership brings together S&P Global Market Intelligence's essential intelligence with Farsight's ability to embed a firm's own judgment, standards and expertise into every deliverable."

The minority investment deepens S&P Global's alliance with Farsight and underscores its commitment to advancing innovative, AI-powered finance workflows that empower bankers and investors to work more efficiently. It also builds on S&P Global Market Intelligence's recently announced operating model, designed to pair its unmatched breadth and depth of data and deep domain expertise with more integrated AI-powered tools, workflows and experiences.

Operated within S&P Global's Market Intelligence division, S&P Capital IQ Pro offers deep financial data, proprietary research and analysis on global markets, companies and industries.

To learn more about Artificial Intelligence at S&P Global, please visit here.

Media Contact:

Amanda Oey
S&P Global Market Intelligence
+1 212-438-1904
[email protected] 
[email protected] 

About S&P Global Market Intelligence

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global enables businesses, governments, and individuals with trusted data, expertise, and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive in a rapidly changing global landscape. Learn more at www.spglobal.com/marketintelligence

SOURCE S&P Global Market Intelligence

23.7.2026 15:49, IBM, GOOG, TSLA, NOW, GOOGL, BAAGOOGL, RTX

Index Dow Jones -0,69 % na 51857,39 b., S&P 500 -0,76 % na 7441,85 b., Nasdaq Composite -1,49 % na 25308,58 b.

Index S&P 500 na začátku obchodování oslabuje, když obavy z neustále rostoucích výdajů na umělou inteligenci převážily nad jinak silnými hospodářskými výsledky společnosti Alphabet.

Technologická konglomerát Alphabet (-6,3 %) zveřejnil výsledky hospodaření za druhý kvartál roku 2026. Trhy zaujaly především výsledky Google Cloud, jehož výnosy meziročně vzrostly o 82 %. Nicméně rostoucí poptávka po cloudových službách a umělé inteligenci má za následek růst kapitálových výdajů, které jsou v tomto roce projektovány v rozmezí 195-205 mld. USD. Volné hotovostní toky poprvé v historii dosáhly záporných hodnot, a to 5,9 mld. USD.

Akcie Tesla padají o 11 %. Výrobce elektromobilů zveřejnil hospodářské výsledky za druhé čtvrtletí roku 2026, ve kterém zisk na akcii zaostal za průměrným odhadem analytiků, zatímco tržby odhady překonaly. Analytici zároveň upozorňují, že může trvat déle, než se výdaje do segmentu fyzické AI (robotika, autonomní vozidla) promítnou do výnosů a zisků firmy.

Výsledky zveřejnily rovněž například IT společnost IBM (-1,9 %), softwarová společnost ServiceNow (+0,1 %) či letecký a obranný koncern RTX (+7,9 %).

Index S&P 500 -0,76 % na 7441,85 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Průmysl +2 % Komunikační služby -4,3 % Energie +1,7 % Zbytná spotřeba -3,6 % Zdravotní péče +0,8 % Nezbytná spotřeba -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna United Rentals (URI) +12 % Rollins (ROL) -13 % Lockheed Martin Corp (LMT) +10,0 % Tesla (TSLA) -11 % Thermo Fisher Scientific (TMO) +10,0 % T-Mobile US (TMUS) -7,5 % Quest Diagnostics (DGX) +9,6 % Dover Corp (DOV) -6,7 % Allegion (ALLE) +8,1 % Alphabet (GOOG) -6,0 % Zdroj: Bloomberg

Michal Šnobl
Fio banka, a.s.
Prohlášení