Akamai zvýšil tržby v segmentu Cloud Infrastructure Services o 39 % na 99,3 milionu USD a v segmentu Security o 10 % na 604,4 milionu USD. Segment Delivery ale klesl o 6 % a kapitálové výdaje ve výši 346,5 milionu USD tlačily na zisk.
Key Takeaways Akamai's Cloud Infrastructure Services revenue jumped 39%, while Security revenue rose 10%.Akamai has secured more than $2.8 billion in multiyear cloud commitments year to date.Delivery revenues fell 6%, while $346.5 million in quarterly capex weighed on profitability. Akamai Technologies, Inc. (AKAM - Free Report) presents a trade-off between accelerating AI infrastructure and Security opportunities and the financial costs of pursuing those markets. Cloud Infrastructure Services and Security are growing at double-digit rates, while Delivery remains under pressure and higher infrastructure spending is weighing on profitability. Investors therefore need to assess whether Akamai can sustain its newer growth engines while offsetting weakness in its legacy business.
Akamai’s AI Pipeline Strengthens the Growth CaseCloud Infrastructure Services revenue increased 39% year over year to $99.3 million in the second quarter. The company expects this business to grow at least 50% in 2026 and to accelerate in the fourth quarter and through 2027.
Akamai has signed more than $2.8 billion of multiyear Cloud Infrastructure Services commitments year to date, including a four-year agreement worth more than $600 million with a U.S. technology company for robotics development. Management now expects overall revenue growth to reach the low teens in 2027.
Akamai Security Adds Another Growth EngineSecurity revenue rose 10% year over year to $604.4 million in the second quarter, with growth led by API Security and Guardicore Segmentation. Web Application Firewall demand also benefited from customers seeking protection against vulnerabilities associated with AI.
The acquisition of LayerX, now Akamai Workforce Protector, adds browser and AI usage controls to Akamai’s Zero Trust portfolio. The expansion gives the company another way to address security requirements as enterprises deploy AI applications and workloads.
Akamai’s Delivery Weakness Limits UpsideDelivery and other cloud applications revenue declined 6% year over year to $395.9 million in the second quarter. The segment has remained under pressure from pricing dynamics and changing traffic patterns.
Because Delivery remains a sizable part of Akamai’s business, its contraction limits the pace at which faster-growing Cloud Infrastructure Services and Security can lift consolidated revenue. Second-quarter total revenue increased 5% to $1.1 billion despite the sharp rise in Cloud Infrastructure Services.
Akamai’s Valuation Meets Rising Investment NeedsAkamai trades at 16.78X forward 12-month earnings, below the 20.2X multiple for its Zacks sub-industry. The valuation provides some support, but the company is spending heavily to expand its cloud and AI infrastructure, with capital expenditures reaching $346.5 million in the second quarter.
Image Source: Zacks Investment Research
Dropbox, Inc. (DBX - Free Report) is an Internet-Services provider and operates a global collaboration platform, while Trade Desk, Inc. (TTD - Free Report) provides a cloud-based platform for digital advertising buyers. Their business models differ from Akamai’s, but both provide additional context for investors evaluating technology companies within the broader Internet-Services group.
Akamai’s Rank Signals a Cautious DecisionAkamai currently carries a Zacks Rank #4 (Sell), with a Value Score of D, Growth Score of F, Momentum Score of A and VGM Score of D. The A Momentum Score points to favorable momentum characteristics, but the weaker Value, Growth and VGM Scores indicate less favorable characteristics across those styles.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Style Scores are designed to complement the Zacks Rank rather than override it. The Style Score framework favors Zacks Rank #1 and #2 stocks with A or B Style Scores and states that a stock with a Zacks Rank #4 or #5 should not be bought even if its Style Score is A or B. For Akamai, the current mix supports a cautious stance while investors monitor whether AI infrastructure growth can translate into stronger consolidated results.
AppLovin v roce 2025 zvýšil tržby o 70 % na 5,481 miliardy USD a ve 2. čtvrtletí 2026 tržby stouply o 52,4 % na 1,92 miliardy USD. Firma ale čelí rizikům v e-commerce a slabší viditelnosti diverzifikace.
Key Takeaways AppLovin's 2025 revenues surged 70%, while second-quarter 2026 revenues rose 52.4% to $1.92 billion.AppLovin trades at 17.2X forward earnings, below its sub-industry, sector and S&P 500 benchmarks.AppLovin's e-commerce expansion faces onboarding hurdles, while limited disclosure clouds diversification. AppLovin Corporation (APP - Free Report) is pairing rapid earnings expansion with unusually high profitability, but the investment case is not one-sided. The stock’s growth profile remains powerful while diversification, disclosure and execution risks leave less room for disappointment.
For investors deciding whether to hold, add or wait, the key issue is whether operating momentum can keep pace with expectations already embedded in the business and valuation.
AppLovin’s Growth Case Remains PowerfulAppLovin generated $5.481 billion of revenues in 2025, up 70% year over year, driven by Axon Ads Manager. The Zacks Consensus Estimate calls for 2026 revenues of $8.145 billion and earnings of $15.57 per share, pointing to continued expansion at scale.
The second quarter of 2026 reinforced the operating case. Revenues rose 52.4% year over year to $1.92 billion, while adjusted EBITDA reached $1.61 billion, or roughly 83.9% of revenues. The Trade Desk, Inc. (TTD - Free Report) also operates a technology platform for buyers of advertising, giving investors another reference point for the economics and execution demands of scaled digital advertising.
APP’s Valuation Looks Discounted on Forward EarningsAPP trades at 17.2X forward 12-month earnings, below the 21.6X multiple for its Zacks sub-industry, 18.0X for the Zacks sector and 20.8X for the S&P 500. That relative discount provides some support after the stock’s 18.4% decline over the past six months.
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
The valuation picture is less straightforward on other measures. APP carries a price-to-sales ratio of 15.68 and a price-to-book ratio of 33.85. Investors are therefore paying a lower forward earnings multiple than the cited benchmarks while still assigning substantial value to the company’s revenue base and equity.
AppLovin’s E-Commerce Opportunity Carries Execution RiskSelf-service e-commerce could broaden AppLovin’s advertiser base beyond gaming, but the rollout is still developing. Roughly 57% of qualified leads currently go live, while management is working to close creative gaps that limit onboarding.
Generative creative tools remain in testing, including an interactive page generator being piloted with more than 100 customers. Unity Software Inc. (U - Free Report) , which provides a platform to create and grow games and interactive experiences, is relevant to the broader gaming-linked monetization landscape in which AppLovin built much of its advertising reach.
APP’s Visibility Gaps Keep the Bull Case in CheckAppLovin does not provide a revenue split by vertical, making it difficult to quantify the contribution from e-commerce and other newer categories. That disclosure gap matters because diversification is a central part of the longer-term growth argument.
Management also has not provided formal 2026 or multi-year financial guidance. Third-quarter guidance calls for revenues of $2.055 billion to $2.085 billion and an adjusted EBITDA margin of about 83%, but the absence of a full-year framework keeps investors dependent on quarterly execution.
AppLovin’s Ratings Point to a Balanced SetupThe investment case remains balanced. AppLovin has the growth, margins and cash generation to support continued expansion, but execution in e-commerce and limited mix visibility argue against treating the growth trajectory as fully de-risked.
APP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
AppLovin’s Growth Score of A and VGM Score of B reflect favorable growth and combined style characteristics, while its Value Score of C is more neutral and its Momentum Score of D is weaker. The mix is consistent with a hold-and-monitor posture rather than a clear signal to add before diversification and execution become easier to assess.
AppLovin čeká ve 3. čtvrtletí tržby ve výši 2,055–2,085 mld. USD, což naznačuje zrychlení sekvenčního růstu na 7,8 % zhruba ze 4 % ve 2. čtvrtletí. Adjusted EBITDA má zůstat kolem 83% marže.
Key Takeaways AppLovin's Q3 revenue midpoint of $2.07B implies 7.8% sequential growth, up from roughly 4% in Q2.AppLovin expects Q3 adjusted EBITDA of $1.71B-$1.74B, with its margin holding near 83%.AppLovin's outlook uses AI model enhancements already deployed while computing investments continue. AppLovin Corporation (APP - Free Report) paired a modest second-quarter revenue miss with third-quarter guidance that points to faster sequential expansion. Revenues still increased sharply year over year, but the sequential pace slowed from the first quarter.
The next test is whether that guidance translates into renewed momentum while AppLovin continues spending on computing capacity for existing and new artificial-intelligence models. The outlook suggests growth can accelerate without a major reset in profitability.
APP’s Q3 Revenue Guide Implies ReaccelerationAppLovin expects third-quarter revenues of $2.055 billion to $2.085 billion. The $2.07 billion midpoint implies about 7.8% sequential growth from second-quarter revenues of $1.92 billion, a clear step up from the roughly 4% sequential increase recorded in the second quarter.
That matters after second-quarter revenues rose 52.8% year over year but missed the Zacks Consensus Estimate by 0.75%. The Trade Desk, Inc. (TTD - Free Report) , which operates a self-service advertising platform for buyers, offers a useful industry reference as investors assess whether AI-driven advertising platforms can sustain growth while improving campaign decisioning.
AppLovin Expects EBITDA to Keep PaceAdjusted EBITDA is projected between $1.71 billion and $1.74 billion for the third quarter. At the $1.725 billion midpoint, adjusted EBITDA would rise about 7.1% sequentially from $1.61 billion in the second quarter.
That pace would keep profitability broadly aligned with the expected revenue acceleration. AppLovin’s second-quarter adjusted EBITDA increased 58% year over year, faster than revenue growth, underscoring the operating leverage already present in the model.
APP’s Margin Outlook Absorbs Higher AI SpendingManagement expects an adjusted EBITDA margin of about 83% in the third quarter, compared with approximately 83.9% in the second quarter. The projected decline is modest given the company’s continued investment in computing capacity for current and new AI models.
Research and development expenses reached $99.9 million in the second quarter, up from $44 million a year earlier. Unity Software Inc. (U - Free Report) , which also operates advertising technology tied to gaming and broader digital channels, provides another relevant comparison as advertising platforms invest in data, automation and campaign performance tools.
AppLovin’s Guidance Uses Models Already in ProductionThe third-quarter outlook incorporates model enhancements that have already been deployed. It does not depend on additional releases that have yet to reach production, which gives investors a more concrete basis for evaluating the projected acceleration.
That distinction reduces the degree to which the quarter depends on untested product launches. Execution still matters, but the revenue and EBITDA targets are tied to technology already operating in AppLovin’s marketplace rather than future model breakthroughs.
APP’s Growth Score Supports the Guidance StoryThe guidance sets up a straightforward operating test. Faster sequential revenue and adjusted EBITDA growth, combined with an expected margin near 83%, would show that AppLovin can absorb heavier AI investment while maintaining substantial profitability.
APP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
AppLovin has a Growth Score of A, VGM Score of B, Value Score of C and Momentum Score of D. The Growth Score supports the company’s favorable growth characteristics, while the weaker Momentum Score suggests less supportive near-term price trends.
The Zacks Rank #3 indicates a more neutral short-term earnings-estimate backdrop. Taken together, the ratings leave third-quarter execution as an important proof point rather than a settled conclusion about the stock’s near-term direction.
Bloom Energy roste o 13 % na 238 USD poté, co Nebius Group vybrala její palivové články jako partnera pro napájení svého datového centra pro AI. Tím se zvedá i celý sektor palivových článků.
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Bloom Energy (NYSE:BE) shares are rallying midday Wednesday after Nebius Group named the fuel cell maker as its behind-the-meter power partner for a flagship AI data center. Bloom Energy stock is up 13% to $238, extending a torrid run that has the shares up 171% year to date (YTD).
The move is dragging the broader fuel cell complex higher. FuelCell Energy (NASDAQ:FCEL) shares are climbing 11% to $21.35, while the Global X Hydrogen ETF (HYDR) is advancing 4% to $46.13. Plug Power (NASDAQ:PLUG) shares are lagging at up 3% to $2.29, a reversal from Tuesday’s 10% lead on Plug Power’s Q2 2026 margin turnaround and raised 2026 guidance.
The setup is a role reversal from a day ago. Yesterday’s rally was a Plug Power single-name story. Today, Bloom Energy holds the concrete data center win, and the theme is participating around it.
Nebius Partnership Fuels Bloom Energy’s Data Center Thesis The catalyst arrived on the Q2 2026 earnings call from Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), the NVIDIA-backed AI cloud operator. Nebius management said switching the power source to Bloom Energy fuel cells “significantly enhances” its planned 300-megawatt Vineland, New Jersey AI data center, calling the units “an on-site power solution delivering reliable power quietly and ultra-low emissions,” with “no significant impact” on the project timeline.
The Vineland site had faced permitting, zoning and community opposition tied to proposed on-site gas generation. Nebius said the Bloom partnership helps it “unlock and expedite” sites, and reiterated a goal of raising its contracted-power target to 5 gigawatts by year-end 2026. The comments came from Chief Commercial Officer Tom Blackwell and Chief Product and Infrastructure Officer Andrey Korolenko.
The Nebius win reinforces the narrative CEO KR Sridhar laid out at Bloom Energy’s July 28 earnings report, when he stated that “all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories.” Bloom Energy’s Q2 2026 revenue landed at $1.07 billion, up 165.5% year over year (YoY), with product revenue up 215.4%.
Sector Re-rating, With FuelCell Riding the Read-Through FuelCell Energy has no company-specific driver Wednesday. The move is a sympathy read-through off Bloom Energy and the broader push to solve AI data center power constraints with behind-the-meter distributed generation. FuelCell Energy stock is up 192% YTD, reflecting how quickly capital is rotating into fuel cell names once the AI power narrative firms.
The HYDR move matters as a theme indicator. The ETF is concentrated in the same three U.S. names driving today’s move, with Bloom Energy at 15.5%, Plug Power at 10.8%, and FuelCell Energy at 7.2% of net assets. Given that concentration, HYDR’s 4% lift is more of a direct pass-through than a diversified sector signal, but the theme is clearly participating today rather than sitting out.
NVIDIA (NASDAQ:NVDA) shares are up 3% to $223.14, representing a passing tailwind. The chipmaker is a strategic backer of Nebius, and Nebius stock itself is surging 26% to $243.54 after the Q2 report.
What to Watch Now Bloom Energy’s analyst target price sits at $273.51, still above the spot price, but the shares carry a P/E ratio of 284.64x and a beta of 3.832. Meanwhile, the options positioning is mixed: the full-chain put/call ratio reads 1.5, with hedging concentrated in later-dated tenors.
Investors can watch for whether Bloom Energy stock holds above the $235 area into the close, and for follow-on hyperscaler and neocloud order flow that would validate the “standard for AI onsite power” framing. A confirming push in HYDR would signal that the theme, not just the stock, is re-rating.
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Comfort Systems USA za posledních pět let vzrostla o více než 2 000 %, zatímco Nvidia pod 1 000 %. Ve 2. čtvrtletí tržby stouply na 3,26 mld. USD a EPS na 12,53 USD.
Nvidia has become so popular as a stock that it has gone from a hot pick to the world's largest company by market capitalization. So, it's somewhat of a surprise that another stock, which many investors may not be familiar with yet, has easily outperformed the semiconductor maker over the past five years.
And it's not even close. Comfort Systems USA (FIX +3.17%) has returned more than 2,000% over the past five years, while Nvidia's return is just under 1,000%. Here's how this HVAC company did it.
Image source: Getty Images.
Why Comfort Systems outperformed Nvidia Five years ago, Comfort Systems was a relatively overlooked mid-cap mechanical, electrical, and plumbing (MEP) contractor with a market capitalization under $3 billion. Nvidia was already a tech titan valued at more than $500 billion. Because Comfort Systems started from a much smaller baseline, capital inflows and earnings expansion had an exponentially larger multiplier effect on its stock price.
Nvidia produces AI-critical graphics processing units (GPUs), but artificial intelligence hyperscalers cannot deploy them without specialized, high-density cooling and power infrastructure. Comfort Systems became a key beneficiary of the physical AI supply chain. High-performance AI servers generate extreme heat, requiring liquid cooling, complex HVAC, and specialized mechanical engineering. Over half of Comfort Systems' revenue now comes directly from tech and data center projects, where demand has severely constrained available contractor capacity.
A shortage of skilled trade workers, exacerbated during the COVID-19 pandemic, enabled top-tier MEP contractors such as Comfort Systems to exercise unprecedented pricing power and to select higher-margin, complex fixed-bid projects.
The company's use of custom modular HVAC and electrical units, built off-site, continues to give it certain advantages. This parallel approach streamlines delivery, enhancing site safety, quality, and productivity while de-risking project schedules and budgets.
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Can Comfort Systems keep up this level of growth? No, not really. Comfort Systems is now a large-cap stock in the S&P 500 with a $59 billion valuation, making 2,000% share price growth more difficult. Its trailing price-to-earnings ratio (P/E) is nearly 50 and higher than all of its main competitors, Emcor Group, IES Holdings, and Sterling Infrastructure.
Compounding a $59 billion industrial contractor by another 10 to 20 times would require market caps reserved for megacap tech companies. Even with its modular prefabrication, Comfort Systems' growth is ultimately limited by the physical supply of skilled labor and project management capacity.
While Comfort Systems remains fundamentally strong with a massive backlog of more than $14 billion, it now has a higher forward P/E than Nvidia, and its physical scaling limits make it unlikely to systematically beat Nvidia's higher-margin, software-networked business model over the next five years.
So are Comfort stock buyers too late to the party? No, the company is still seeing huge financial growth and should be considered a momentum stock. It's just that there's less room for the stock to rise.
It continues to benefit from being a major MEP aligned with the growing need for more data centers. It will also be the primary contractor for HVAC repairs and updates at those data centers for years to come. That's a great recurring revenue stream, and it has steadily grown service maintenance revenue, including $185 million in the second quarter.
In the second quarter, it reported revenue of $3.26 billion, up 50.3%, year over year, and earnings per share (EPS) of $12.53, up 91.9%. That's phenomenal growth, and it has also trimmed its total debt to $54.1 million, down from $145 million in the same quarter a year ago.
Though it is a big company with 25,000 employees across 150 cities and 206 locations, there's room for growth, especially as data centers expand into new areas. It also has a dividend that it has increased for 14 consecutive years.
There are legitimate concerns that its stock price may get too high, though. If big tech companies such as Microsoft, Alphabet, Meta Platforms, and Amazon experience a digestion phase or temporary slowdown in physical data center builds, Comfort Systems' backlog growth would face direct pressure. Nvidia, while also exposed to tech capex, retains broader global demand across enterprise, sovereign AI, and software ecosystems.
So note the risks and rewards -- and invest accordingly.
Lamb Weston ve 4. fiskálním čtvrtletí zvýšil objem prodeje o 7 % už pošesté v řadě. Upravená EBITDA v Severní Americe vzrostla o 17 % na 304,7 milionu USD.
Key Takeaways Lamb Weston posted 7% fiscal fourth-quarter volume growth, its sixth straight quarter of gains.LW's North America adjusted EBITDA rose 17% as higher volume and lower manufacturing costs offset pressures.LW faces low-single-digit North America price/mix declines and International sales declines in fiscal 2027. Lamb Weston Holdings, Inc. (LW - Free Report) is showing better operating momentum, led by higher volumes and improved North America profitability. The progress matters because customer wins and lower manufacturing costs are beginning to support earnings even as restaurant traffic remains subdued.
The trade-off is that pricing pressure, International weakness and a valuation near the broader sector leave limited room for execution setbacks. That balance argues for weighing the recovery against still-visible earnings risks.
Lamb Weston Volume Gains Support the Bull CaseFiscal fourth-quarter consolidated sales volume increased 7%, marking the sixth consecutive quarter of volume growth. North America volume rose 11%, driven by customer contract wins, share gains, strong retention and the benefit of an extra week.
North America adjusted EBITDA increased 17% to $304.7 million. Higher volume and lower manufacturing costs per pound more than offset inflation, unfavorable price/mix and higher operating expenses, showing that the core business is gaining operating leverage as execution improves.
LW Valuation Leaves Less Room for Execution MissesLW trades at 16.98X forward 12-month earnings, versus 14.78X for the Zacks sub-industry and 17.18X for the Zacks Consumer Staples sector. The stock therefore carries a premium to its sub-industry while sitting close to the broader sector multiple.
That valuation makes continued execution important. Conagra Brands (CAG - Free Report) , a branded food company with a refrigerated and frozen portfolio, offers another packaged-food benchmark for investors assessing volume, pricing and margin trade-offs. The Kraft Heinz Company (KHC - Free Report) , through its Ore-Ida frozen potato business, provides a more direct category reference point.
Lamb Weston Pricing Pressure Clouds Revenue QualityFiscal 2026 sales volume increased 7%, but price/mix declined 6%, limiting net sales growth to 2%. In the fourth quarter, company-wide price/mix fell 3%, including a 2% decline in North America.
Management expects North America price/mix to decline in the low single digits in fiscal 2027. Pricing and trade support, combined with a mix shift toward faster-growing chain customers and private-label products, could keep revenue quality under pressure even if volumes remain positive.
LW’s International Drag Keeps Risk ElevatedInternational adjusted EBITDA fell 55% to $115 million in fiscal 2026 and dropped 81% to $11.8 million in the fourth quarter. Lower organic sales, weaker price/mix, potato write-offs and underutilized facilities weighed on profitability.
Lamb Weston has taken capacity actions in Europe, including temporarily curtailing a line and planning to close an older Netherlands facility representing about 10% of EMEA production capacity. Fiscal 2027 guidance still calls for International net sales to decline in the low single digits, keeping the recovery dependent on better utilization and operating execution.
Image Source: Zacks Investment Research
Lamb Weston’s Hold Signal Favors PatienceThe operating case is improving, but the combination of sub-industry valuation premium, persistent price/mix pressure and International weakness leaves the risk-reward profile balanced. The current fiscal-year earnings estimate has also declined 1.3% over the past four weeks, which tempers the case for chasing the stock after its operational improvement.
LW currently carries a Zacks Rank #3 (Hold), with a Value Score of B, Growth Score of B, Momentum Score of D and VGM Score of B. The favorable Value, Growth and combined VGM readings point to supportive characteristics in those styles, while the weaker Momentum Score signals less favorable momentum attributes. With the Zacks Rank at #3 rather than a top-ranked #1 or #2, the setup favors patience while investors watch for firmer pricing, International improvement and steadier earnings revisions. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A man orders food through the drive-thru at a Wendy's restaurant in Ciudad Juarez, Mexico, September 26, 2024. REUTERS/Jose Luis Gonzalez/File Photo Purchase Licensing Rights, opens new tab
CompaniesAug 12 (Reuters) - Nelson Peltz's Trian Fund Management is forming a consortium of investors to take U.S. fast-food chain Wendy's (WEN.O), opens new tab private, a source familiar with the matter told Reuters on Wednesday.
The group could include Bugatti-backer BlueFive Capital and Flynn Group, one of Wendy's longest-serving franchisees, and is likely to submit a bid in the coming weeks, the source said.
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Wendy's shares rose about 14%.
The potential take-private deal comes as the chain grapples with sluggish demand and a fresh leadership team evaluates strategic options as part of a broader turnaround effort.
The challenges mirror those across the U.S. fast-food industry, where discounts are proving less effective at drawing budget-conscious consumers, prompting Wendy's to withdraw its fiscal 2026 forecast last week after reporting a decline in quarterly comparable sales.
Peltz, who had previously explored a takeover of Wendy's in 2022, holds a 16.24% stake in Wendy's - up from 16.09% held in July last year. During the same period, Trian's stake rose to 7.85% from 7.78%, according to a regulatory filing.
The exact timing of the bid could change, the source cautioned. The Financial Times first reported the news on Wednesday.
Wendy's, which has a market value of about $1.44 billion, according to data compiled by LSEG, said it would thoroughly review any proposal submitted by Trian in line with its fiduciary duties.
Trian, BlueFive Capital and Flynn Group did not immediately respond to requests for comment.
One of the best-known activist investors, Peltz helped found Trian in 2005 and has since campaigned to oust management and board members and change strategy at various companies. Earlier this year, the billionaire said that he is open to buying more companies outright.
In recent years, buyout firms have tried to buy other publicly traded restaurants, including Papa John's, which has fended off offers from Irth Capital and Apollo Global over the last year.
Meanwhile, Yum Brands (YUM.N), opens new tab owned Pizza Hut agreed to sell itself, except for its China business, to private equity firm LongRange Capital in June.
Reporting by Neil J Kanatt and Abigail Summerville, additional reporting by Anuja Bharat Mistry and Angela Christy M; Editing by Shailesh Kuber
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Abigail is on the M&A team and writes about consumer and retail deals. She joined Reuters in 2022 from Debtwire where she covered leveraged finance and the primary debt market for three years. Previously, her work has appeared in the Wall Street Journal, CNBC and the Boston Business Journal. She majored in business journalism at Washington and Lee University.
Regency Centers zvýšila výhled na rok 2026 díky silnějšímu leasingu a vyššímu NOI ze srovnatelných nemovitostí. Podepsané, ale ještě neotevřené nájmy činí 41,2 mil. USD ročního nájemného a 69 % z nich má začít do konce roku.
Key Takeaways Regency Centers raised 2026 FFO and same-property NOI guidance after stronger second-quarter operations.About 69% of $41.2 million in signed-not-occupied annual rent is expected to commence by year-end.Regency posted 10.4% second-quarter cash rent spreads, while its development pipeline totaled $680 million. Regency Centers Corporation (REG - Free Report) raised its 2026 outlook after second-quarter leasing, occupancy and same-property net operating income improved. The key question for investors is whether that momentum can convert into additional rent and funds from operations as signed tenants begin paying.
The setup is favorable, but not automatic. A sizable signed-not-occupied pipeline and healthy rent spreads improve visibility, while development execution and lease commencement timing remain important variables.
Regency’s Raised Guidance Signals Better OperationsRegency lifted full-year 2026 NAREIT FFO guidance to $4.84-$4.88 per share from $4.83-$4.87. It also raised same-property NOI growth guidance to 3.7%-4.1% from 3.25%-3.75%, a more meaningful increase in the operating outlook.
Management attributed the higher same-property NOI forecast mainly to better average commenced occupancy and stronger tenant recoveries. That matters because more tenants moving from signed leases into paying occupancy can support base rent while improved recoveries help offset property-level expenses.
REG’s Signed-Not-Occupied Pipeline Adds VisibilitySigned-not-occupied leases represented about $41.2 million of annual base rent at June 30, 2026. Roughly 69% of those leases are expected to commence by year-end, giving Regency a defined pool of rent that can begin contributing as tenants open.
The same-property portfolio was 96.9% leased but 94.5% commenced, leaving a 240-basis-point spread. That gap was above Regency’s historical average of about 180 basis points, providing additional visibility into occupancy conversion and potential rent growth.
Regency’s Rent Spreads Reinforce Leasing DemandRegency executed about 2.1 million square feet of comparable new and renewal leases in the second quarter at a 10.4% blended cash rent spread. Across the 12 months ended June 30, cash spreads reached 11.8%, indicating continued pricing power across the portfolio.
Kimco Realty Corporation (KIM - Free Report) , another large owner of open-air, grocery-anchored shopping centers, reported strong leasing activity and raised its 2026 outlook in the second quarter. Federal Realty Investment Trust (FRT - Free Report) , which owns and redevelops retail-based properties and mixed-use destinations, also raised its 2026 guidance after record leasing volume. Those results provide useful industry context for Regency’s tenant-demand backdrop.
Shares of Regency have declined 1.1% over the past three months, underperforming both FRT and KIM.
Image Source: Zacks Investment Research
REG’s Development Program Extends the RunwayRegency started $68 million of ground-up development and redevelopment projects during the second quarter. Its in-process pipeline totaled $680 million at its share, with an estimated blended yield of about 9% and 49% of estimated costs incurred.
The pipeline extends the company’s growth runway beyond lease commencements at existing properties. Still, the projected returns depend on construction execution, timing and lease-up, so the 9% estimated yield should be viewed as an opportunity rather than a guaranteed outcome.
Regency’s Hold Signal Keeps Expectations BalancedThe bottom line is that higher guidance, a sizable signed-not-occupied pipeline and double-digit cash rent spreads improve Regency’s near-term earnings visibility. Development adds another source of growth, but the pace of tenant openings and project execution will determine how much of that potential reaches reported results.
REG currently carries a Zacks Rank #3 (Hold). Its Momentum Score of B is the strongest of its Style Scores, while the Value Score of D, Growth Score of D and VGM Score of D are less favorable. The mix supports a balanced view, with improving operating trends offset by a broader profile that does not yet point to an unequivocal positive signal.
MPWR zvýšila pro rok 2026 dolní hranici výhledu růstu Enterprise Data na 130 % z 85 % kvůli silnější poptávce po AI a serverech. Tržby tohoto segmentu ve 2. čtvrtletí vzrostly o 164,3 % na 380,6 mil. USD.
Key Takeaways MPWR raised its 2026 Enterprise Data growth floor to 130% from 85% as AI and server demand accelerated.Enterprise Data revenue jumped 164.3% to $380.6 million and reached 38.8% of MPWR's second-quarter sales.MPWR is expanding power, communications and memory offerings while adding capacity beyond its $6 billion goal. Monolithic Power Systems, Inc. (MPWR - Free Report) raised its 2026 Enterprise Data growth floor to 130% from 85% after a sharp acceleration in artificial intelligence (AI) and server demand. Second-quarter Enterprise Data revenue more than doubled year over year and accounted for 38.8% of total revenues.
The stronger outlook changes MPWR’s revenue mix while new power, communications and memory opportunities could extend growth into 2027.
MPWR’s Enterprise Data Revenue Jumps 164.3%Enterprise Data revenue reached $380.6 million in the second quarter, up 164.3% year over year and 44.8% sequentially. Its share of revenues increased from 32.7% in the first quarter.
Growth came from existing and new customers, higher module content, platform refreshes and central processing unit server demand. Management also said the segment does not have concentrated customers.
Monolithic Raises the 2026 Growth Floor to 130%Management raised the 2026 Enterprise Data growth floor to 130% from 85% as channel inventory remained very low. Book-to-bill, which compares orders with shipments, stayed well above one, giving MPWR more than one quarter of order visibility.
The company expects new socket wins and current structural drivers to support Enterprise Data growth into 2027. Management cannot extend current order visibility through that year, leaving longer-term demand dependent on customer spending and product ramps.
Image Source: Zacks Investment Research
MPWR Broadens Its AI Content Beyond Core PowerCommunications revenue rose 78.3% year over year to $131.5 million, helped by optical modules and switches. Power solutions for data processing units and network interface cards are also contributing across the data-center rack.
MPWR received initial orders for high-speed DDR5 memory components and began sampling high-voltage AC-to-DC products for 800-volt data-center architectures. Analog Devices, Inc. (ADI - Free Report) is strengthening high-density AI power delivery through its planned Empower Semiconductor acquisition. Microchip Technology Incorporated (MCHP - Free Report) has introduced silicon-carbide power modules for solid-state transformers in AI data centers.
Monolithic Expands Capacity for the Next WaveMPWR extended its capacity goal significantly beyond $6 billion to support future growth and its shift toward more complete semiconductor-based solutions. Expansion includes wafer capacity and the more complex back-end assembly required for modules and systems.
The company is adding front-end and back-end partners while pursuing a geographically balanced supply chain. That flexibility matters as some customers request production outside China, although management has not finalized the eventual geographic mix.
MPWR’s AI Mix Brings New Execution RiskEnterprise Data’s 38.8% revenue share increases MPWR’s sensitivity to AI and server investment cycles. Internal inventory climbed to $675.8 million from $619.2 million in the prior quarter, even as inventory days improved.
Margins remain another constraint. Second-quarter non-GAAP gross margin was 55.6%, near the low end of management’s model, while third-quarter guidance calls for 55.4%-56%. Faster capacity expansion could raise execution risk if demand changes before added supply is absorbed.
MPWR’s Bullish Signal Contrasts With Weak Style ScoresThe bottom line is that MPWR has a favorable short-term earnings-revision signal, but its Style Scores do not provide the same support. The stock currently carries a Zacks Rank #1 (Strong Buy), which reflects trends in earnings estimate revisions over the next one to three months.
MPWR has a Value Score of F, Growth Score of D, Momentum Score of D and VGM Score of F. Zacks Style Scores complement the Rank, with A or B scores preferred alongside top-ranked stocks. The combination points to positive estimate momentum but weaker style characteristics for investors to weigh separately.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Maximus se obchoduje za 6,2násobek forwardových zisků, blízko minima pětiletého rozpětí, ale akcie za rok klesly o 35,6 % kvůli nejistotě kolem zakázek. Pipeline má hodnotu 50,4 mld. USD, jenže podepsané zakázky dosáhly 1,25 mld. USD a trailing book-to-bill byl 0,5x.
Key Takeaways Maximus trades at 6.2X forward earnings, near the bottom of its five-year range, after a 35.6% decline.MMS has a $50.4B pipeline, but signed awards were $1.25B and trailing book-to-bill was just 0.5X.Maximus' margins improved, but procurement delays and estimate cuts favor patience despite its low valuation. Maximus, Inc. (MMS - Free Report) presents investors with a sharp valuation-versus-visibility trade-off. The stock trades at a deep earnings discount and still carries favorable fundamental Style Scores, while recent profitability has held up better than revenues.
The offset is near-term uncertainty. Federal procurement delays, contract sensitivity and downward earnings estimate revisions make the low multiple less straightforward than it first looks.
Maximus Trades at a Deep Earnings DiscountMMS trades at about 6.2X forward 12-month earnings, well below the Zacks sub-industry's 11.2X and its own five-year median of roughly 13.9X. The current multiple is also near the bottom of its five-year range of 6.2X to 20.5X.
Image Source: Zacks Investment Research
That discount can appeal to value-focused investors, but it reflects weaker growth visibility rather than a simple market mispricing. Shares have fallen 35.6% in the past year as contract and procurement concerns have weighed on expectations.
Image Source: Zacks Investment Research
MMS Earnings Growth Faces a Near-Term ResetFiscal 2026 revenues are estimated at about $5.2 billion, down from $5.43 billion in fiscal 2025, before rising to roughly $5.43 billion in fiscal 2027. The top line therefore points to a reset before growth resumes.
Earnings trends are firmer. The fiscal 2026 earnings estimate of $8.46 per share implies 14.9% growth, while third-quarter adjusted earnings rose 2.8% year over year to $2.22. Adjusted EBITDA margin also improved to 15.0% from 14.7%, helped by efficiency initiatives and AI-enabled tools.
Maximus Pipeline Size Masks Conversion RiskMaximus ended June with a $50.4 billion sales pipeline, but year-to-date signed awards were only $1.25 billion and the trailing 12-month book-to-bill ratio was 0.5 times. Awarded but unsigned contracts totaled another $1.35 billion.
Federal agencies are taking longer to complete procurements, revising scopes and relying more on bridge contracts and short-term extensions. Booz Allen Hamilton Holding Corporation (BAH - Free Report) , a major provider of technology solutions to government customers, offers investors another way to assess federal spending trends. ICF International, Inc. (ICFI - Free Report) , which serves federal, state, local and commercial clients, has also highlighted the importance of client diversification as federal work remains uneven.
MMS Liquidity Supports Patience Through VolatilityMaximus had $1.65 billion of debt at June 30, with net leverage of 2.0 times and about $730 million available under its revolving credit facility. That gives the company room to absorb temporary working-capital pressure.
The pressure was visible in the third quarter, when operating cash flow was an outflow of $125 million and days sales outstanding reached 98. Collections improved after quarter-end, including about $245 million received from a major federal customer, easing some of the near-term liquidity concern.
Maximus Signals Favor Value but Warn on TimingThe valuation and operating profile still have attractions, but timing remains the central issue. Maximus currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
This reflects unfavorable earnings estimate revision trends and argues against treating the low multiple alone as a buy signal.
At the same time, MMS has a Value Score of A, Growth Score of B, Momentum Score of B and VGM Score of A. Those grades point to favorable value and fundamental characteristics, but Zacks Style Scores are designed to complement the Zacks Rank, not override it. Under that framework, the setup favors patience until estimate trends improve, despite the stock's unusually low valuation.
Maximus snížil výhled upraveného zisku na akcii pro fiskální rok 2026 na 7,90–8,20 USD z 8,25–8,55 USD kvůli pozastavení pobídek u kontraktu s VA. Výhled tržeb ponechal na 5,2–5,35 mld. USD.
Key Takeaways Maximus cut fiscal 2026 EPS guidance after paused VA incentives removed a key earnings benefit.MMS lowered EBITDA margin and free cash flow guidance, while revenue guidance remained unchanged.Maximus sees support from stronger U.S. Services margins and automation and AI-enabled efficiencies. Maximus, Inc. (MMS - Free Report) faces near-term earnings reset after a temporary change to a major federal contract removed a meaningful profitability contributor for the second half of fiscal 2026.
The central issue for investors is whether that setback stays temporary or underscores the company’s sensitivity to large government programs, even as other operating improvements provide some support.
Maximus Loses a Key Earnings Tailwind Through DecemberThe Department of Veterans Affairs paused performance incentives and disincentives tied to the Medical Disability Exam program from July 1 through Dec. 31, 2026. The mechanism rewards vendors based on measures such as timeliness, accuracy and quality.
Those incentives contributed about 35 cents per share in each of the first three quarters of fiscal 2026. Their removal therefore takes away a material earnings benefit in the fourth quarter and is also expected to affect the first quarter of fiscal 2027 while the pause remains in place.
MMS Cuts Profit Guidance After the Contract ChangeMaximus lowered fiscal 2026 adjusted earnings guidance to $7.90-$8.20 per share from $8.25-$8.55. The midpoint declined by 35 cents, matching the approximate quarterly contribution from the paused VA incentives.
Adjusted EBITDA margin guidance fell to about 13.7% from 14.2%. Free cash flow guidance was also reduced to $425-$475 million, showing that the contract changes affects both earnings expectations and cash-generation assumptions, even though full-year revenue guidance remained $5.2-$5.35 billion.
Image Source: Zacks Investment Research
Maximus Federal Exposure Raises SensitivityU.S. federal agencies generated 55% of Maximus’ fiscal 2025 revenues, compared with nearly 32% from U.S. state agencies and almost 11% from foreign governments. That mix provides scale and recurring demand but can magnify the impact of contract changes, procurement delays and agency-specific decisions.
The sensitivity is familiar across federal-services peers. Booz Allen Hamilton Holding Corporation (BAH - Free Report) says it depends on U.S. government contracts for substantially all of its revenues. Leidos Holdings, Inc. (LDOS - Free Report) identifies the U.S. government as its largest customer and serves agencies including the Department of Veterans Affairs.
MMS Has Offsets Beyond the VA ProgramU.S. Services is moving in a more favorable direction. Third-quarter operating margin improved to 10.8% from 10.2% a year earlier, and management expects positive mid-single-digit organic revenue growth in the fourth quarter, with positive organic growth continuing into fiscal 2027.
Technology is another offset. Maximus said third-quarter adjusted EBITDA margin of 15.0% reflected automation and AI-enabled efficiencies, while management cited broader use of efficiency-enhancing technology across programs. These gains can support profitability, but they do not immediately replace the earnings contribution lost from the paused VA incentives.
Maximus Signals Point to Near-Term CautionThe contract modification looks temporary based on current customer guidance, but it has already reduced fiscal 2026 earnings and cash flow expectations. That makes the pace of any incentive reinstatement, along with execution in U.S. Services and federal procurement timing, important variables for the next phase of earnings momentum.
MMS currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Maximus carries a VGM Score of A, Value Score of A, Growth Score of B and Momentum Score of B. The favorable Style Scores point to noteworthy valuation, growth and momentum characteristics, but the Zacks Rank reflects weakening earnings estimate revisions and therefore argues for caution in the near term.
Archer Aviation kupuje od Boeingu tři firmy — Wisk Aero, Insitu a SkyGrid — výměnou za nově vydané akcie. Boeing po uzavření získá podíl 19,75 % na třídě A.
After a relatively quiet first half of the year, Archer Aviation (ACHR -7.00%) has kicked things into high gear. It's announced a flurry of exciting developments in recent weeks, the most recent of which involves its longtime partner, aerospace giant Boeing (BA -1.28%)
Archer has agreed to buy three Boeing businesses -- Wisk Aero, Insitu, and SkyGrid -- in exchange for newly issued Archer stock. When the deal closes, Archer will issue Boeing a stake in its stock equal to 19.75% of Class A shares immediately beforehand.
Archer stock surged as much as 25%, but has since dialed back to a roughly 13% gain at the time of this writing. Still, the news has reinvigorated Archer investors with what could become one of the most consequential deals in the company's short history -- at least, from the standpoint of its burgeoning defense business.
Let's look at why the deal matters, the pros and the cons, and whether it makes me more or less bullish on Archer stock.
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Boeing is giving Archer's defense business a major boost Archer is trying to build new aircraft for urban transportation, military, and defense. For almost its entire life, the company has been working tirelessly to certify its Midnight eVTOL (electric vertical take-off and landing) aircraft, which would enable it to commercialize its air taxi business.
Image source: Archer Aviation.
Most people have known Archer from this vision of urban air travel, which has often been likened to flying cars (though don't get your hopes up: Midnight is nothing like the hovering cars of Back to the Future: Part II). But lately Archer has leaned harder into another side of its business, one that could put much-needed revenue in its pockets before the air taxi side is clear for takeoff.
That side of its business is defense. Archer has worked with the U.S. Department of Defense for years, but its current defense business ramped up in late 2024, when Archer and the defense technology company Anduril established a strategic partnership. The fruits of that relationship emerged last month, when the companies unveiled a jointly developed autonomous platform and its military variant, Thunder.
It's no shocker, then, that one of the three Boeing businesses Archer is acquiring is also a meaningfully profitable military-drone company -- Insitu. Insitu, which deals in uncrewed aircraft systems (UAS), and has manufactured and fielded more than 3,500 of them, is generating more than $200 million in annual revenue. That's almost $200 million more than what Archer itself generated in 2025 (about $300,000).
Archer also bought Wisk, a separate eVTOL company, which has completed more than 1,700 flight tests of its own eVTOLs, and SkyGrid, an air traffic management platform.
Altogether, these three businesses, along with Archer's other air taxi and defense businesses, are turning Archer into a much broader aerospace company, one that could control much more of the technology behind autonomous aviation than previously thought.
The hefty cost of the deal: dilution For Archer investors, these three businesses came at a cost -- the cost of dilution.
It's always a threat when you invest in an early-stage company that it will rely heavily on equity to fund its expansion, development, and research. Likewise, the Boeing-Archer deal means investors will own a smaller percentage of Archer once the deal is done. Boeing also has two warrants, which could cause further dilution down the line.
That isn't insignificant, but whether the dilution proves worthwhile will ultimately depend on how much Wisk, Insitu, and SkyGrid improve Archer's long-term growth story.
On the one hand, the deal certainly diversifies Archer's business. It's not completely reliant on Midnight's certification to get its revenue going. On the other hand, Archer still doesn't have an air taxi business. We can't let a blockbuster deal obscure that fact. No matter how successful the defense side becomes, without certification for Midnight, manufacturing Midnight to scale, and putting paying passengers in the air, Archer will likely never live up to lofty expectations.
In the end, the deal makes me less cautious about Archer's future, but not yet more bullish. I might buy a few more shares of Archer, but until I see advancements in Midnight's certification, I'm not ready to make Archer a much larger position.
GoDaddy čelí vyšetřování možného porušení zákonů o cenných papírech po oznámení promo ceny pro domény .com, které snížilo předběžné objednávky a krátkodobé výnosy. Akcie po zprávě v následující obchodní den klesly o 13,18 USD na akcii, tedy o více než 14 %, na 79,12 USD.
New York, New York--(Newsfile Corp. - August 12, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against GoDaddy Inc. ("GoDaddy" or the "Company") (NYSE: GDDY).
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If you are a GoDaddy investor and have suffered losses, or if you have information that could assist in the GoDaddy investigation, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
On February 24, 2026, after markets closed, GoDaddy reported fourth quarter and full year 2025 financial results. During the Company earnings call to discuss the results, GoDaddy disclosed the "introduc[tion] [of] a promotional price for dotcom domains with a one year term" in the fourth quarter. Further, GoDaddy's Chief Financial Officer stated "the demand for this offer was greater than [the Company] expected and the shift in term mix combined with the promotional price reduced upfront bookings and near-term revenue." The Company "also anticipate[s] a modest impact on reported revenue growth rates for the year in both Core Platform and A&C segments as the promotional price is allocated to all products included in the initial purchase."
The first trading day following this news, the price of GoDaddy stock fell $13.18 per share, over 14%, to close at $79.12 per share on February 25, 2026.
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JLL Income Property Trust koupil Whitestown Distribution Center IV ve Whitestownu v severozápadním submarketu Indianapolis za zhruba 137 milionů USD. Průmyslová hala o rozloze 1,1 milionu čtverečních stop je 100% pronajata jedinému nájemci na dlouhodobou smlouvu.
, /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX) with approximately $6.9 billion in portfolio equity and debt investments, announced the acquisition of Whitestown Distribution Center IV, a Class A industrial facility located in the Northwest submarket of Indianapolis in Whitestown, IN for a purchase price of approximately $137 million.
The property is a Class A industrial building totaling approximately 1.1 million square feet and is 100% leased to a single tenant on a long term lease. The facility was constructed in 2024 as the tenant's largest North America redistribution center servicing eight regional centers, with state-of-the-art amenities such as LED lighting, ESFR sprinklers, 135'-185' truck courts, full dock packages including hydraulic levelers, and 40' clear heights. Indianapolis strategically serves as one of the country's major industrial markets from its geographic location in the center of the U.S., with a compelling combination of extensive transportation systems, a deep labor pool, and business friendly governments. The region is home to the second largest FedEx hub nationwide, as well as other major distribution tenants like Amazon, Home Depot, DHL, and Coca-Cola.
"Whitestown IV is an attractive addition to our industrial portfolio," said Allan Swaringen, President and CEO of JLL Income Property Trust. "This sector has been a performance driver for our core fund, as industrial fundamentals have remained stable through the past three years of valuation corrections, and we're currently observing what we believe to period of sustainable growth within the broader warehouse sector. With the ability to reach more than 80% of the U.S. population within a day, the Indianapolis region is a great example of a target market as a central distribution hub with access to interstate transportation systems and supply constraints for large institutional-quality distribution facilities. This acquisition fits our ideal profile for a high-quality industrial property in a strategic location."
JLL Income Property Trust's allocation to industrial real estate remains strong with this acquisition. As of June 30, 2026, industrial investments comprise the largest percentage of the total $6.9 billion portfolio at 38%, with approximately $2.5 billion in assets across 64 industrial properties.
JLL Income Property Trust is an institutionally managed, daily NAV REIT that owns a growing portfolio of real estate investments selected by an institutional investment management team and sponsored by one of the world's leading real estate services firms.
For more information on JLL Income Property Trust, please visit our website at www.jllipt.com.
JLL INCOME PROPERTY TRUST, INC. (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX),
JLL Income Property Trust, Inc. is a daily NAV REIT that owns and manages a diversified portfolio of high quality, income-producing residential, industrial, grocery-anchored retail, healthcare and office properties located in the United States. JLL Income Property Trust expects to further diversify its real estate portfolio over time, including on a global basis. For more information, visit www.jllipt.com.
ABOUT LASALLE INVESTMENT MANAGEMENT | INVESTING TODAY. FOR TOMORROW.
LaSalle Investment Management, a subsidiary of JLL, is a globally integrated, diverse real estate investment manager. On a global basis, LaSalle manages US$86.8 billion of assets in private and public real estate equity and debt investments as of Q1 2026. LaSalle's client base includes public and private pension funds, insurance companies, governments, corporations, endowments and private individuals from across the globe. LaSalle sponsors a diverse range of investment vehicles, including separate accounts, open- and closed-end funds, public securities and entity-level investments.
Forward Looking Statements and Future Results
This press release may contain forward-looking statements with respect to JLL Income Property Trust. Forward-looking statements are statements that are not descriptions of historical facts and include statements regarding management's intentions, beliefs, expectations, research, market analysis, plans or predictions of the future. Because such statements include risks, uncertainties and contingencies, actual results may differ materially from those expressed or implied by such forward-looking statements. Past performance is not indicative of future results and there can be no assurance that future dividends will be paid.
Levi Strauss ve 2. čtvrtletí zvýšil organické tržby z přímého prodeje spotřebitelům (DTC) o 8 % a tržby z e-commerce o 17 %, což podpořilo zvýšení výhledu tržeb i upraveného EPS pro fiskální rok 2026.
Key Takeaways Levi Strauss' DTC revenues grew 8% organically, marking its 17th straight quarter of comparable sales growth.E-commerce revenues rose 17% organically, fueled by higher traffic, conversion, UPT and AUR.LEVI raised fiscal 2026 revenues and adjusted EPS guidance on stronger DTC execution and digital gains. Levi Strauss & Co. (LEVI - Free Report) is strengthening its direct-to-consumer (DTC) business as continued investments in retail execution, digital capabilities and customer engagement drive growth. During the second quarter of fiscal 2026, DTC revenues increased 8% organically, while comparable sales rose 6%, marking the company's 17th consecutive quarter of comparable sales growth. The DTC business accounted for 51% of total company revenues, reinforcing its role as Levi Strauss' primary growth engine.
Levi Strauss continued to build momentum across physical stores and digital channels. Management highlighted stronger retail execution, with improvements in key performance indicators such as units per transaction (UPT) and average unit retail (AUR). E-commerce revenues grew 17% organically, supported by higher traffic, improved conversion rates, higher UPT and AUR, and lower promotional activity. Despite growing nearly 60% over the past three years, e-commerce still represents only about 12% of total company revenues, providing significant runway for future expansion.
Customer engagement continued to improve during the quarter. Levi Strauss added approximately three million new loyalty members, taking its global membership base to nearly 50 million. The company is enhancing the program through more personalized experiences and greater use of customer data to deliver more relevant interactions, supporting stronger long-term relationships with consumers.
Alongside customer-facing initiatives, Levi Strauss is investing in infrastructure to support its DTC-first transformation. During the second quarter, the company completed the remapping of its European distribution network into an omnichannel model and consolidated e-commerce fulfillment into distribution centers in Germany and the United Kingdom. Management expects these initiatives, together with its ongoing global ERP rollout, to improve operational efficiency, inventory management and profitability while creating a stronger foundation for future growth.
The company's solid DTC execution is reflected in its improved outlook. Levi Strauss raised its fiscal 2026 reported revenue growth guidance to 7-7.5% from 5.5-6.5% previously and increased its organic revenue growth outlook to 5.5-6% from 4.5-5.5%. It raised adjusted EPS guidance to $1.46-$1.52 from $1.42-$1.48. The higher guidance underscores management's confidence that its DTC-first strategy and continued digital investments will support sustained growth and profitability.
LEVI’s Price Performance, Valuation & EstimatesShares of Levi Strauss have gained 11.8% in the year-to-date period compared with the industry’s 1.9% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, LEVI trades at a trailing price-to-sales ratio of 1.34X, below the industry’s average of 1.60X. It has a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Levi Strauss’ fiscal 2026 earnings implies year-over-year growth of 14.9%, while the same for fiscal 2027 indicates an uptick of 11.3%. Estimates for fiscal 2026 and 2027 have been revised upward by 4 cents each over the past 60 days.
Image Source: Zacks Investment Research
Levi Strauss currently carries a Zacks Rank #3 (Hold).
Key PicksFIGS, Inc. (FIGS - Free Report) is an apparel company focused on the healthcare industry. Its offerings include lab coats, jackets, footwear, bags, socks and other accessories used by healthcare professionals. The company carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for FIGS’ current financial-year earnings and sales suggests growth of 57.9% and 18.2%, respectively, from the year-ago actuals. FIGS delivered a trailing four-quarter average earnings surprise of 201.8%.
Boot Barn Holdings, Inc. (BOOT - Free Report) is the largest lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. The company also holds a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Boot Barn’s current fiscal-year earnings and sales suggests growth of 22.6% and 15.7%, respectively, from the year-ago actuals. BOOT delivered a trailing four-quarter average earnings surprise of 11.4%.
The Gap, Inc. (GAP - Free Report) is a premier international specialty retailer offering a diverse range of clothing, accessories and personal care products. It also carries a Zacks Rank #2.
The Zacks Consensus Estimate for Gap’s current fiscal-year earnings and sales suggests growth of 9.9% and 1.1%, respectively, from the year-ago actuals. GAP delivered a trailing four-quarter average earnings surprise of 2%.
Gladstone Land Corporation oznámila výsledky za 2. čtvrtletí 2026. Na začátku hovoru vedení pouze uvedlo, že zazní i výhledová prohlášení, která mohou být založena na odhadech, předpokladech a projekcích managementu.
Gladstone Land Corporation (LAND) Q2 2026 Earnings Call August 12, 2026 8:30 AM EDT
Company Participants
David Gladstone - Founder, Chairman, CEO & President
Catherine Gerkis - Director of Investor Relations & ESG
William Reiman - Executive Vice President of West Coast Operations
Lewis Parrish - CFO & Assistant Treasurer
Conference Call Participants
Gaurav Mehta - Alliance Global Partners, Research Division
Craig Kucera - Lucid Capital Markets, LLC, Research Division
John Massocca - B. Riley Securities, Inc., Research Division
Presentation
Operator
Greetings, and welcome to the Gladstone Land Corporation Second Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
I would now like to turn the call over to your host, Mr. David Gladstone, Chief Executive Officer. Please go ahead, sir.
David Gladstone
Founder, Chairman, CEO & President
Well, thank you, Melissa, for that nice introduction. This is David Gladstone, and this is the quarterly call for Gladstone Land. And thank you all for calling in today. We appreciate you taking time out of your busy day to listen to our presentation and get some updates from us.
First, we'll hear from Catherine Gerkis, she is our Director of Investor Relations, to provide a brief disclosure regarding certain regulatory matters concerning this call. Catherine, go ahead.
Catherine Gerkis
Director of Investor Relations & ESG
Thank you, David, and good morning, all.
Today's call may include forward-looking statements, which are based on management's estimates, assumptions and projections. There are no guarantees of future performance, and actual results may differ materially from those expressed or implied in these statements due to various uncertainties, including the risk factors set forth in our SEC filings, which you can find on the Investors page of our website, gladstoneland.com. We assume no obligation to update any of these statements unless required by law.
Trump čelí žalobě kvůli Truth API, které za 100 000 USD měsíčně prodává předčasný přístup k jeho příspěvkům na Truth Social. Žalobci tvrdí, že jde o zisk z vládních informací.
President Donald Trump was sued on Wednesday by a media outlet and a non-profit group seeking to block a controversial new service that sells advance notifications of his posts on Truth Social.
The lawsuit, filed in U.S. District Court in Manhattan, notes that Trump's posts on his own social media site often move financial markets with announcements about government policy, military actions and other decisions.
"President Donald Trump is charging $100,000 per month for advance access to his official government announcements on Truth Social, the social media platform he owns," the civil suit says.
"This scheme is extraordinary, corrupt, and unconstitutional, and Plaintiffs bring this case to stop it," the suit says. "There is no legitimate interest, let alone a significant one, in permitting President Trump to profit from selling government information."
The suit was filed by The Intercept Media, a news organization, and by the Freedom of the Press Association, a non-profit group.
The complaint alleges that the new service, known as Truth API, violates the First and Fifth Amendments of the U.S. Constitution by giving subscribers preferential access to Trump's public announcements for "unreasonable sums."
Truth Social's parent company, Trump Media, announced in July that it would offer subscribers who paid up to $100,000 each month early access to "market-moving" posts from Trump and other people who use the platform. Trump is the largest shareholder in Trump Media through the Donald J. Trump Revocable Trust.
Currently, the suit says, Truth API provides subscribers faster access to posts for the 10 most popular accounts on Truth Social. After Trump, those accounts include the White House itself, Vice President JD Vance, FBI Director Kash Patel, White House Press Secretary Karoline Leavitt, Transportation Secretary Sean Duffy, and Health and Human Services Secretary Robert Kennedy.
"This scheme is profoundly corrupt," the suit says. "The President stands to gain financially by giving 'market-moving' government information to those who are willing and able to pay his personal company.
The suit says that since resuming office in January 2025, Trump has published between 9,000 and 11,000 posts on Truth Social.
"Often his posts have no immediate corresponding announcement from the White House," the suit says. "In other words, President Trump's posts are the only way to get official government news."
CNBC has requested comment from the White House on the lawsuit.
During a quarterly earnings conference call on Monday, Trump Media CEO Kevin McGurn said Truth API "provides machine-readable feeds of publicly available Truth posts from the platform's top accounts in milliseconds."
"Our customers will get published and publicly available posts fractionally faster," McGurn said.
McGurn also said during that call that Trump Media to date had signed more than 10 customer agreements for Truth API, "generally in the range of $60,000-$100,000 a month."
McGurn said that the company was in active discussions with hyperscalers and some large news organizations and developers of large language models about the service.
"Looking ahead, we expect the next phase of the API to include broader third-party distribution, for example, news feeds, financial data terminals, and specialty publications, which we believe will bring more visibility to this business over time," he said.
In addition to Trump, the suit names as defendants the president's executive assistant, Natalie Harp and White House Deputy Chief of Staff Dan Scavino, who are each known to post to Truth Social on behalf of the president; the Executive Office of the President; and the White House Office.
— CNBC's Megan Cassella contributed to this report.
NuScale může díky jednání ENTRA1 Energy s Tennessee Valley Authority o smlouvách na odběr elektřiny otevřít cestu až k 6 GW nové jaderné kapacity v USA. Firma říká, že po dohodě může znovu využít asi 60 % dřívější licenční práce.
Key Takeaways NuScale's TVA opportunity could reach 6 GW, creating a path to major U.S. commercial deployment.Definitive power purchase agreements could trigger licensing, engineering and OEM negotiations.NuScale may reuse about 60% of prior U.S. licensing work to support a future domestic project. NuScale Power Corporation (SMR - Free Report) is approaching a potentially important commercial inflection point as ENTRA1 Energy advances discussions with the Tennessee Valley Authority toward definitive power purchase agreements. However, the stock has lost more than 75% over the past year, underscoring how much investor sentiment has weakened despite the company’s progress toward commercialization.
Image Source: Zacks Investment Research
A completed agreement could move NuScale beyond years of readiness spending and into licensing, front-end engineering and equipment negotiations, creating a clearer path to revenue before eventual module deliveries.
NuScale’s TVA Opportunity Could Reach Gigawatt ScaleThe ENTRA1-TVA collaboration contemplates up to 6 gigawatts of new nuclear capacity using NuScale technology. That scale makes the proposed program NuScale’s clearest route to a major U.S. commercial deployment and could create work across licensing, engineering and future module supply.
The broader advanced-nuclear market is also moving toward deployment. GE Vernova (GEV - Free Report) , through GE Vernova Hitachi Nuclear Energy, has the BWRX-300 under construction in Canada, while the U.S. Nuclear Regulatory Commission is reviewing TVA’s application for a BWRX-300 at Clinch River. Oklo Inc. (OKLO - Free Report) is developing fast-fission power plants and related fuel-cycle capabilities, underscoring the competition to convert nuclear technology into operating assets.
Image Source: NuScale Power Corporation
SMR Is Waiting for a Definitive Commercial TriggerManagement said in August 2026 that ENTRA1-TVA discussions were active and progressing. NuScale is prepared to begin licensing, front-end engineering and original equipment manufacturer negotiations once definitive agreements are completed.
That makes the power purchase agreement process a critical gateway. Until agreements are signed, the opportunity remains prospective, and the timing of meaningful project revenues remains uncertain.
NuScale Can Reuse Prior Licensing WorkNuScale estimates that about 60% of work from a previous U.S. combined construction and operating license application can be reused for a future domestic project. Management said this would be among the first initiatives after power purchase agreements are in place.
Reuse could reduce duplicated effort as a new customer project moves into site-specific licensing. It does not eliminate the regulatory process, but it gives NuScale a base of completed work that may help advance a U.S. project more efficiently.
SMR Has Invested Ahead of a Potential TVA DealNuScale has already spent to prepare for deployment. Detailed design work for critical-path components is substantially complete, and agreements are in place with more than half of its network of more than 60 specialized suppliers.
Long-lead material work in process reached $68.6 million at June 30, 2026. The company also ended the second quarter with about $1.9 billion in cash, cash equivalents and short- and long-term investments, providing capacity for working capital, supply-chain investment, design finalization and fuel-system readiness before substantial customer revenue arrives.
NuScale’s Ranking Adds Support but Not Contract CertaintyTVA could become the commercial trigger that shifts NuScale from readiness spending toward a larger revenue-producing program. The opportunity is sizable, but the investment case still depends on discussions becoming binding agreements and projects progressing through licensing and execution.
SMR currently carries a Zacks Rank #2 (Buy) and a Momentum Score of A, which support a constructive near-term view. Its Value Score of F, Growth Score of F and VGM Score of F are less favorable. The combination favors attention to near-term momentum while keeping contract conversion and execution risk central to the outlook.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Nebius po silném Q2 reportu prudce rostl, ale firma stále vykazuje vysokou kapitálovou náročnost a čistou ztrátu 190,4 milionu USD. Tržby meziročně vzrostly více než pětinásobně.
Nebius NBIS shares soared on Wednesday after the artificial intelligence (AI) infrastructure firm reported blockbuster Q2 earnings that handily surpassed Street estimates.
NBIS posted a more than 5x year-on-year increase in revenue, reinforcing that it’s finding success in converting its massive backlog into realized sales.
Still, a deeper look under the hood reveals several pockets of vulnerability – which warrant taking profit in Nebius stock today instead of chasing the upward momentum.
Versus the start of 2026, the AI infrastructure name is up nearly 150% at the time of writing.
The primary reason to consider trimming exposure to NBIS shares despite the company’s blowout Q2 release is the capital intensity and the velocity of its cash burn.
Nebius recorded $5.7 billion in capital expenditures for Q2 alone (bringing H1 capex to over $8.1 billion).
Even with some $8 billion in cash on the balance sheet, running an over $20 billion annual capex trajectory means Nebius remains dependent on high-yield debt issuance, equipment financing, or equity-dilutive raises to fund hardware acquisition before those assets generate free cash flow.
These risks are particularly significant given Nebius Group is trading a rather stretched 88x sales at the time of writing.
Investors are recommended caution also because NBIS’s hyper top-line growth is not reflected in its bottom line yet.
In Q2, the firm's GAAP net loss from continuing operations actually widened to $190.4 million as expenses more than tripled to $758 million, mostly due to ramping depreciation, energy costs, and front-loaded go-to-market investments made ahead of capacity coming online.
Plus, management noted that 2026 capacity additions are heavily back-end weighted; monetization depends on data center completions, power grid interconnections, and Nvidia delivery schedules.
Any supply-chain hiccup, power delay, or cluster deployment lag in the second half of 2026 could cause revenue bottlenecks while fixed infrastructure costs continue to accrue.
Nebius has priced in an aggressive path toward a $7 billion to $9 billion revenue run-rate target. But a part of today's price action is a mechanical short squeeze rather than fundamental re-evaluation.
When momentum slows and forced short covering runs its course, the stock remains vulnerable to a sharp pullback if broad tech sentiment flips.
On the flip side, however, the current technical setup points to continued gains ahead.
NBIS stock has ripped through its major moving averages (MAs), and its RSI sits in the mid-50s currently – indicating intense buying pressure.
Additionally, Wall Street remains bullish on the AI infrastructure stock for the remainder of 2026 as well. The consensus rating on Nebius sits at Moderate Buy currently, with price objectives going as high as $410.
Brinker International vykázal za čtvrtletí končící v červnu 2026 tržby ve výši 1,54 miliardy USD, meziročně o 5,1 % více, a zisk na akcii (EPS) 3,07 USD oproti 2,49 USD před rokem. Tržby mírně překonaly konsensus Wall Street 1,53 miliardy USD, zatímco EPS odpovídal odhadu.
Brinker International (EAT - Free Report) reported $1.54 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.1%. EPS of $3.07 for the same period compares to $2.49 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.53 billion, representing a surprise of +0.39%. The company has not delivered EPS surprise, with the consensus EPS estimate being $3.07.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Brinker International performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total restaurants - Brinker International: 1,635 compared to the 1,635 average estimate based on four analysts.Company owned restaurants - Total: 1,163 versus the four-analyst average estimate of 1,162.Comparable Restaurant Sales - Chili's - YoY change: 5.6% versus the four-analyst average estimate of 5.4%.Franchise restaurants - Total: 472 versus 472 estimated by three analysts on average.Comparable Restaurant Sales - Company - owned: 5% versus 5% estimated by three analysts on average.Franchise restaurants - Chili's - International: 370 versus the three-analyst average estimate of 369.Revenue- Franchise and other revenues: $14.6 million versus $14.4 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +12.3% change.Revenue- Company sales: $1.52 billion versus the five-analyst average estimate of $1.52 billion. The reported number represents a year-over-year change of +5%.Revenue- Company sales- Chili's: $1.41 billion versus $1.4 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.Revenue- Company sales- Maggiano's: $112.6 million versus the three-analyst average estimate of $118.55 million. The reported number represents a year-over-year change of -7.8%.Revenue- Franchise revenues- Chili?s: $14.4 million versus $13.8 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +12.5% change.Revenue- Chili's: $1.42 billion versus $1.42 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.View all Key Company Metrics for Brinker International here>>>
Shares of Brinker International have returned +19.5% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
BigBear.ai získala ve 2. čtvrtletí více než 20 nových zakázek a backlog vzrostl z konce roku o 9 % na 270 milionů USD. Tržby stouply meziročně o 13 % na 36,7 milionu USD, ale upravené EBITDA bylo v minusu 11,6 milionu USD.
Key Takeaways BigBear.ai won more than 20 Q2 contracts, while backlog grew 9% from year-end to $270 million.Revenues rose 13% to $36.7 million, but adjusted EBITDA remained negative at $11.6 million.Secure Ask Sage and ConductorOS could help BigBear.ai win more defense deals and expand applied AI adoption. BigBear.ai Holdings, Inc. (BBAI - Free Report) is making applied AI central to its growth strategy. The company sees rising demand for AI across defense and security. BBAI believes its mission expertise can help win new opportunities.
The company is gaining traction with customers. BigBear.ai won more than 20 new contracts in the second quarter. Individual awards were worth up to $5 million. Its backlog also grew 9% from year-end.
BigBear.ai is expanding its AI offerings. Ask Sage now supports secure, air-gapped environments. This allows customers to use generative AI without an external network connection.
ConductorOS is another growth opportunity. The platform connects drones, sensors and autonomous systems from different vendors. This could become increasingly important as defense agencies expand their use of autonomous technologies.
Financial results also showed progress. Second-quarter 2026 revenues rose 13% year over year to $36.7 million. Gross margin increased to 32.8%. However, adjusted EBITDA remained negative at $11.6 million. Higher sales and R&D spending weighed on the metric.
BigBear.ai ended the quarter with $410 million in cash and investments. Backlog stood at $270 million. The opportunity is significant. However, the company must turn contract wins into sustained revenue growth. Improving profitability will also be crucial. If it succeeds, the applied AI focus could help BigBear.ai secure more defense deals.
BBAI Faces Competition From Palantir and C3.aiBigBear.ai operates in a competitive AI market, with Palantir Technologies (PLTR - Free Report) and C3.ai (AI - Free Report) standing out as relevant peers.
Palantir has a strong presence in defense and national security. Its Artificial Intelligence Platform allows defense customers to deploy AI across classified networks and tactical environments. Palantir’s focus on secure AI and interoperability directly overlaps with areas targeted by BigBear.ai.
C3.ai is another notable competitor. The company provides AI solutions for federal agencies, defense organizations and other industries. Its federal, defense and aerospace bookings rose 134% year over year in the fiscal third quarter. C3.ai also secured agreements with several U.S. government and defense organizations.
BigBear.ai is smaller but is pursuing a focused strategy around mission-specific AI. The company’s growing contract wins, defense applications and specialized platforms could help it carve out a niche. However, competing with larger AI players will require strong execution and continued innovation.
BBAI’s Price Performance, Valuation & EPS Estimate TrendShares of BBAI have declined 18.4% over the past six months, underperforming the Zacks Computers - IT Services industry, as shown below.
BBAI’s 6-Month Price Performance
Image Source: Zacks Investment Research
BBAI stock is currently trading at a discount compared with the industry peers, with a forward 12-month price-to-sales (P/S) ratio of 10.15, as evidenced by the chart below.
P/S Ratio (F12M)
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for BBAI’s 2026 loss per share has widened in the past 30 days, as shown below. However, the estimated figure indicates a narrower loss than the year-ago loss of 82 cents per share.
EPS Trend of BBAI
Image Source: Zacks Investment Research
BBAI’s Zacks RankBigBear.ai currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bitmine Immersion Technologies oznámila, že drží 5.805.238 ETH a že celkové kryptoaktivy, hotovost a obchodovatelné cenné papíry mají hodnotu 11,6 miliardy USD. Společnost tak vlastní 4,8 % nabídky ETH.
Bitmine possiede il 4,8% dell'offerta totale di moneta ETH pari a 120,7 milioni
Bitmine ha raggiunto il 96% dell'obiettivo "Alchemy of 5%" in soli 14 mesi
A luglio, ETH ha superato il Nasdaq 100 di 2.500 punti base, il margine più ampio da luglio 2025, a dimostrazione del rafforzamento dei fondamentali della criptovaluta
Nell'ultima settimana, Bitmine ha riacquistato 3,0 milioni di azioni ordinarie, e cumulativamente ha riacquistato oltre 19 milioni di azioni dal mese di luglio 2026 nell'ambito del programma di riacquisto di azioni da 4 miliardi di dollari comunicato in precedenza
Bitmine è stata inclusa nell'indice Russell 1000, che comprende le società a maggiore capitalizzazione, il 26 giugno 2026
Le azioni privilegiate di Serie A di Bitmine sono negoziate sul NYSE con il simbolo BMNP
Bitmine detiene 5.067.309 ETH in staking, pari a 9,8 miliardi di dollari al prezzo di 1.928 dollari per ETH. MAVAN (Made in America VAlidator Network) è una delle principali destinazioni di staking Ethereum per BMNR e investitori istituzionali
Bitmine possiede 69 milioni di dollari di Eightco (NASDAQ: ORBS), attualmente uno dei pochi titoli quotati in borsa al mondo che offre agli investitori un'esposizione indiretta a OpenAI
Il valore complessivo delle criptovalute, delle partecipazioni in liquidità e dei titoli negoziabili e di "Moonshots" di Bitmine ammonta a 11,6 miliardi di dollari, inclusi 5,81 milioni di token ETH, liquidità totale e titoli negoziabili per 104 milioni di dollari e altre partecipazioni in criptovalute
Bitmine continua a essere sostenuta da un gruppo di investitori istituzionali di prim'ordine, tra cui Cathie Wood di ARK, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital e l'investitore privato Thomas "Tom" Lee a sostegno dell'obiettivo di Bitmine di acquisire il 5% di ETH
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ("Bitmine" o la "Società"), una società attiva nelle reti Bitcoin ed Ethereum e specializzata nell'accumulo di criptovalute per investimenti a lungo termine, ha annunciato in data odierna che le sue partecipazioni in criptovalute, la liquidità totale e i titoli negoziabili, oltre alle partecipazioni "moonshots" ammontano complessivamente a 11,6 miliardi di dollari.
Bitmine Weekly Update
FED: Odds of a Sept hike dropping... from 75% to 40%
BMNR: Bitmine outperforms ETH post-large ETH/BTC upward moves
STAKING: BMNR now staking over 5 million ETH as of Aug 9, 2026 Alle 18:30 ET del 9 agosto 2026, le partecipazioni in criptovalute della Società comprendono 5.805.238 ETH al prezzo di 1.928 dollari per ETH (fonte Coinbase), 209 Bitcoin (BTC), una partecipazione di 180 milioni di dollari in Beast Industries, una partecipazione di 69 milioni di dollari in Eightco Holdings (NASDAQ: ORBS) ("moonshots") e una liquidità totale e titoli negoziabili pari a 104 milioni di dollari. Le partecipazioni in ETH di Bitmine rappresentano il 4,8% dell'offerta di ETH (pari a 120,7 milioni di ETH).
"Siamo delusi dal fatto che il CLARITY Act non arriverà al voto del Senato prima della pausa di agosto, ma i mercati finanziari sembrano concentrarsi maggiormente sui recenti dati più moderati sull'inflazione e sull'occupazione. Le probabilità di un rialzo da parte della Federal Reserve a settembre sono scese al 40% dal 75% di due settimane fa", ha dichiarato Thomas "Tom" Lee, Chairman di Bitmine. "Ci aspettiamo che condizioni finanziarie più vantaggiose rappresentino un vento a favore per le criptovalute".
"Da quando Bitmine ha adottato una strategia di tesoreria basata su Ethereum il 30 giugno dello scorso anno, una significativa sovraperformance mensile di ETH rispetto a Bitcoin è stata generalmente seguita da una sovraperformance delle azioni Bitmine rispetto a ETH nel mese successivo. A luglio, ETH ha sovraperformato Bitcoin di 1.100 pb, in linea con quanto osservato nel luglio 2025, nel dicembre 2025 e nel marzo 2026, e in quei casi le azioni di Bitmine hanno registrato una solida sovraperformance rispetto a ETH nei due mesi successivi", ha aggiunto Lee.
"Continuiamo a ritenere che le azioni ordinarie di Bitmine siano sottovalutate; nell'ultima settimana, la Società ha riacquistato 3 milioni di azioni, portando il totale di riacquisti di azioni ordinarie a oltre 19 milioni di azioni ordinarie dall'inizio di luglio. Questo riacquisto rimane il più grande mai eseguito da qualsiasi DAT (Digital Asset Treasury) operante nell'ambito di Ethereum, Bitcoin o cripto", ha proseguito Lee. Dal 1° luglio 2026, Bitmine ha riacquistato 19,1 milioni di azioni ordinarie nell'ambito del programma di riacquisto di azioni da 4 miliardi di dollari autorizzato in precedenza.
"Nell'ultima settimana, abbiamo acquisito 7.391 ETH. Bitmine ha acquistato ETH ogni settimana dall'avvio della strategia di tesoreria ETH, il 30 giugno 2025, all'incirca 14 mesi fa", ha dichiarato Lee.
Il 16 luglio 2026, Bitmine ha pubblicato l'ultimo messaggio del Presidente (link qui) per il mese di luglio 2026. Il titolo del messaggio è "ETH è la cura per la Valle perturbante della ricchezza".
All'inizio del 2026, Bitmine ha lanciato MAVAN (Made in American VAlidator Network), la piattaforma di staking di livello istituzionale. Sebbene sia stata originariamente sviluppata per supportare la tesoreria Ethereum di Bitmine, MAVAN intende ampliarsi per raggiungere investitori istituzionali, custodi e partner dell'ecosistema alla ricerca della migliore infrastruttura di staking. Una parte degli ETH di Bitmine è già in staking sulla piattaforma MAVAN.
Al 9 agosto 2026, il totale di ETH in staking su Bitmine ammonta a 5.067.309 (9,8 miliardi di dollari al prezzo di 1.928 dollari per ETH). "Bitmine ha messo in staking più ETH di qualsiasi altra entità al mondo. Su larga scala (quando l'ETH di Bitmine è interamente messo in staking da MAVAN e dai suoi partner di staking), il rendimento previsto dallo staking di ETH è di 294 milioni di dollari all'anno (utilizzando un rendimento BMNR a 7 giorni del 2,63%)", ha dichiarato Lee.
"I ricavi annuali derivanti dallo staking sono attualmente previsti a 257 milioni di dollari. E questi 5,1 milioni di ETH rappresentano l'87% dei 5,81 milioni di ETH detenuti da Bitmine. Le operazioni di staking di Bitmine hanno generato un rendimento su 7 giorni del 2,63% (su base annua)", ha proseguito Lee.
Le partecipazioni in criptovalute di Bitmine occupano il 1° posto delle tesorerie Ethereum e il 2° posto delle tesorerie globali, dietro a Strategy Inc., che secondo quanto riferito possiede 842.138 BTC per un valore di circa 59 miliardi di dollari. Bitmine si conferma la più grande tesoreria di ETH al mondo.
Il management di Bitmine ritiene che il GENIUS Act e il Project Crypto della Securities and Exchange Commission (SEC) abbiano, per i servizi finanziari nel 2026, una portata trasformativa analoga a quella del provvedimento statunitense del 15 agosto 1971 che pose fine al sistema di Bretton Woods e al gold standard del dollaro USA 54 anni fa. Questo evento del 1971 fu il catalizzatore della modernizzazione di Wall Street, dando vita agli iconici titani di Wall Street e alle infrastrutture finanziarie e di pagamento odierne. Questi investimenti si sono rivelati più efficienti dell'oro.
Il messaggio del Presidente è disponibile qui:
https://www.Bitminetech.io/chairmans-message
La presentazione degli utili dell'intero esercizio 2025 e la presentazione aziendale sono disponibili qui: https://Bitminetech.io/investor-relations/
Per tutti gli aggiornamenti, è possibile registrarsi all'indirizzo: https://Bitminetech.io/contact-us/
Informazioni su Bitmine
Bitmine Immersion Technologies, Inc. (NYSE: BMNR), e le sue controllate ("Bitmine" o la "Società"), è una società specializzata in infrastrutture per la tecnologia blockchain, con attività nei servizi istituzionali di staking e validazione di asset digitali, nel mining di Bitcoin e nella gestione strategica di asset digitali. In qualità di leader mondiale tra le società con una strategia di tesoreria basata su Ethereum, la società implementa un'innovativa strategia per gli asset digitali destinata a investitori istituzionali e operatori dei mercati dei capitali. La Società offre un'infrastruttura di staking e validazione di livello istituzionale, che le consente di generare ricompense da staking e ricavi dall'attività di validazione, oltre a svolgere attività di mining di Bitcoin. Bitmine detiene asset digitali come parte della propria strategia aziendale, generando rendimenti su tali attività a sostegno della liquidità e della raccolta di capitale. Durante il 2025, la Società ha ampliato le sue capacità di infrastruttura blockchain, tra cui lo sviluppo e l'implementazione di MAVAN, la sua piattaforma istituzionale di staking e convalida. Le attività della Società comprendono inoltre investimenti in iniziative blockchain in fase iniziale (investimenti "moonshot"), nonché servizi accessori di mining, hosting e consulenza.
Per altre informazioni, seguiteci su X:
https://x.com/bitmnr
https://x.com/fundstrat
Dichiarazioni previsionali
Il presente comunicato stampa contiene dichiarazioni che costituiscono "dichiarazioni previsionali" ai sensi del Private Securities Litigation Reform Act del 1995 e successive modifiche. Le dichiarazioni previsionali includono tutte le dichiarazioni che non sono meramente storiche e possono generalmente essere identificate dall'uso di termini quali "si aspetta", "stima", "intende", "pianifica", "ritiene", "prevede", "valuta", "proietta", "punta a", "obiettivi", "potrebbe", "sarà", "sarebbe", "potrebbe", "dovrebbe" o espressioni simili, incluse le forme negative, o da altra terminologia comparabile. Il presente documento contiene in particolare dichiarazioni previsionali riguardanti, tra l'altro: (i) l'obiettivo della Società di acquisire il 5% dell'offerta totale di ETH (l'iniziativa "Alchemy of 5%") e le dichiarazioni riguardanti l'avanzamento verso tale traguardo; (ii) la strategia di accumulo e tesoreria di asset digitali della Società, incluse le dichiarazioni relative al proseguimento degli acquisti settimanali di ETH e allo status della Società quale più grande tesoreria di ETH al mondo; (iii) le operazioni di staking della Società, compresi rendimenti annualizzati previsti dallo staking di ETH di circa 294 milioni di dollari (nell'ipotesi che gli ETH di Bitmine siano interamente in staking tramite MAVAN e i suoi partner su larga scala), i ricavi annualizzati attualmente previsti derivanti dallo staking pari a circa 257 milioni di dollari e il rendimento a 7 giorni del 2,63% (su base annualizzata); (iv) l'espansione prevista di MAVAN per servire investitori istituzionali, custodian e partner dell'ecosistema alla ricerca della migliore infrastruttura di staking; (v) il programma di riacquisto di azioni da 4 miliardi di dollari della Società, incluse le dichiarazioni relative all'esecuzione, all'ammontare e al potenziale valore accrescitivo di tale programma; (vi) le valutazioni del management in merito alla valutazione delle azioni ordinarie della Società e le aspettative sull'andamento futuro del titolo rispetto a ETH e ad altri asset digitali; (vii) le aspettative riguardo alla correlazione tra la performance di ETH rispetto a Bitcoin o al Nasdaq 100 e la successiva performance delle azioni della Società; (viii) le dichiarazioni relative all'impatto dei fattori macroeconomici, incluse la politica della Federal Reserve, i dati sull'inflazione e le condizioni del mercato del lavoro, sui mercati degli asset digitali e sulle condizioni finanziarie; (ix) la convinzione del management che il GENIUS Act e il progetto SEC Project Crypto abbiano un impatto trasformativo sui servizi finanziari; (x) le dichiarazioni secondo cui l'investimento della Società in Eightco Holdings (NASDAQ: ORBS) offre un'esposizione indiretta a OpenAI; e (xi) la futura crescita, evoluzione e direzione strategica della strategia di tesoreria Ethereum della Società e delle sue capacità di infrastruttura blockchain.
Tali dichiarazioni previsionali comportano rischi e incertezze significativi che potrebbero determinare risultati effettivi sostanzialmente diversi da quelli espressi o impliciti. Tra i fattori che potrebbero causare o contribuire a tali scostamenti figurano, a titolo esemplificativo ma non esaustivo: l'estrema volatilità e imprevedibilità dei prezzi degli asset digitali, inclusi ETH e Bitcoin; i cambiamenti delle condizioni di mercato che incidono sul prezzo di negoziazione delle azioni ordinarie e delle azioni privilegiate di Serie A della Società; la capacità della Società di eseguire con successo la propria strategia di acquisizione di asset digitali e di raggiungere gli obiettivi di accumulo di ETH; la capacità della Società di finanziare le attività operative, le operazioni di tesoreria in Ethereum, l'espansione di MAVAN e le iniziative di riacquisto di azioni; i rischi operativi, di sicurezza e tecnologici connessi alle attività di staking e validazione della Società, inclusi guasti di rete, violazioni informatiche e cambi di protocollo; la concorrenza nei segmenti della tesoreria digitale, dello staking e del mining; la dipendenza della Società da personale chiave, inclusi i vertici aziendali; gli sviluppi normativi che interessano asset digitali, tecnologia blockchain e attività di staking negli Stati Uniti e a livello globale, inclusa l'adozione finale, l'attuazione e l'interpretazione del GENIUS Act, del CLARITY Act e di altre iniziative legislative e normative in corso; i provvedimenti di SEC, CFTC e di altri organismi di regolamentazione in materia di asset digitali e attività correlate; i rischi connessi agli investimenti della Società in iniziative blockchain in fase iniziale (investimenti "moonshot"), incluso l'investimento in Eightco Holdings; i fattori macroeconomici, tra cui inflazione, tassi di interesse, politica monetaria della Federal Reserve e condizioni economiche generali che incidono sul sentiment degli investitori verso gli asset digitali; le modifiche al protocollo Ethereum, inclusi i meccanismi di staking, i requisiti per i validatori e le strutture di remunerazione; i rischi legati ai sistemi di IA e al loro potenziale impatto sui mercati delle criptovalute e sulla tecnologia blockchain; la performance di fornitori terzi di servizi, exchange e custodian; i rischi legati alla concentrazione degli attivi della Società in valute digitali; e gli ulteriori fattori di rischio descritti nei documenti depositati dalla Società presso la SEC.
Le dichiarazioni previsionali contenute nel presente comunicato stampa si basano sulle informazioni a disposizione del management alla data di questa pubblicazione e riflettono le attuali aspettative, stime, previsioni e proiezioni del management, nonché le relative ipotesi e convinzioni con riferimento a eventi futuri. I risultati effettivi possono differire in misura sostanziale da quelli espressi o impliciti nelle dichiarazioni previsionali in funzione di molteplici fattori, inclusi quelli descritti in precedenza e nella sezione Risk Factors della Relazione Annuale della Società sul Form 10-K per l'esercizio chiuso al 30 settembre 2025, depositata presso la SEC il 21 novembre 2025, nonché nelle Relazioni Trimestrali sul Form 10-Q e negli altri documenti della Società depositati presso la SEC, come di volta in volta modificati o aggiornati. Copie di tali documenti sono disponibili sul sito della SEC all'indirizzo www.sec.gov e sul sito della Società all'indirizzo https://Bitminetech.io/investor-relations/. Le dichiarazioni previsionali si riferiscono unicamente alla data in cui sono formulate. Bitmine declina espressamente qualsivoglia obbligo o impegno ad aggiornare, rivedere o integrare tali dichiarazioni previsionali per riflettere eventuali cambiamenti delle proprie aspettative o mutamenti di eventi, condizioni o circostanze su cui si basano tali dichiarazioni, salvo quanto richiesto dalla normativa o regolamentazione applicabile.
PagSeguro Digital Ltd. (PAGS - Free Report) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.50%. A quarter ago, it was expected that this company would post earnings of $0.4 per share when it actually produced earnings of $0.39, delivering a surprise of -2.5%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
PagSeguro Digital, which belongs to the Zacks Financial Transaction Services industry, posted revenues of $1.01 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 4.21%. This compares to year-ago revenues of $892.74 million. The company has not been able to beat consensus revenue estimates 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.
PagSeguro Digital shares have lost about 7.8% since the beginning of the year versus the S&P 500's gain of 12.9%.
What's Next for PagSeguro Digital?While PagSeguro Digital 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 PagSeguro Digital 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 #4 (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 $0.41 on $1.06 billion in revenues for the coming quarter and $1.69 on $4.25 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, Financial Transaction Services is currently in the bottom 36% 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.
Klarna (KLAR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 18.
This Swedish buy now, pay later company is expected to post quarterly loss of $0.07 per share in its upcoming report, which represents a year-over-year change of +50%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Klarna's revenues are expected to be $987.94 million, up 20% from the year-ago quarter.
Sandisk (SNDK +8.39%) this morning unveiled its newest, 9th-generation, "high-performance 2Tb QLC 3D flash memory technology designed to support the growing storage demands of AI-driven infrastructure."
Sandisk stock is up 7.2% through 9:50 a.m. ET Wednesday in response.
Image source: Getty Images.
Sandisk and Kioxia: better together? Sandisk developed the new flash memory technology in cooperation with Japan's Kioxia Corporation. The companies say their 9th-generation flash chips both read and write data 33% faster than the previous 8th-generation chips and are more power-efficient.
Sandisk and Kioxia designed their 9th-gen chips to be future-proof as well. Recognizing that generative artificial intelligence is evolving toward agent-based and physical AI (where AI processes data directly on a device, such as when it operates robots or self-driving vehicles), the new chips are designed to favor these applications.
Today's Change
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What this means for Sandisk All of which sounds great for Sandisk, but does it justify adding nearly $14 billion to the company's market capitalization in a single morning? Perhaps.
Valued at $181 billion today, Sandisk's stock price has come down a lot since closing at a record $2,335 in late June. That's a haircut of nearly $1,000, or more than 40%! At today's price, Sandisk stock costs less than 17 times trailing earnings -- earnings that are forecast to keep on climbing for at least the next couple years, and average better than 42% annual growth over the next five years, according to data from S&P Global Market Intelligence.
Sandisk's new Gen 9 chip may be only an incremental improvement that keeps it abreast of the competition. But at this price, just maintaining its current position in the memory market should be enough to make Sandisk stock a winner.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
SanDisk ve 4. čtvrtletí zvýšil tržby na 8,97 miliardy USD a čistý zisk na 6,9 miliardy USD, zatímco akcie zůstávají v hlubokém medvědím trhu. Analytici vidí cílovou cenu 1 853 USD.
SanDisk stock price has crashed into a deep bear market, moving from a record high of $2,367 in June to the current $1,271. This retreat happened even after the strong earnings report and forward guidance amid the ongoing artificial intelligence (AI) boom. So, will the bear market continue or will it bounce back soon?
The SNDK stock has dropped sharply this year, even after its recent earnings report showed that its business is firing on all cylinders amid the ongoing AI boom.
Its fourth-quarter revenue jumped to $8.97 billion, up by 51% from the third quarter and 372% from what it made in the same period last year. This growth makes it one of the fastest-growing companies in the United States.
SanDisk’s revenue growth was because of the large memory orders from some of the biggest companies in the world. At the same time, the shortage has led to a sharp increase in memory prices, a trend that may continue in the foreseeable future.
For one, Nvidia has come up with a plan to raise $500 billion to fund the AI data center build. Also, the biggest companies in the data center space, including popular names like Meta Platforms, Microsoft, Apple, and Alphabet plans to spend over $750 billion this year, and possibly more next year. Some of these funds will go towards memory purchases.
SanDisk is already sold out for the year, and management believes that it has a sales visibility for the next four years. This means that it expects its revenue growth to continue in this period.
The company has also become highly profitable, with its net income rising to $6.9 billion from a loss of $23 million in the same period last year.
Analysts are highly bullish on the company’s growth. The average estimate is that its revenue will rise by 363% to $10.7 billion. Its second-quarter revenue is expected to jump by 305% to $12.27 billion.
For the year, the company’s revenue is expected to jump by 141% to $48.9 billion, followed by $58.2 billion next year. The EPS is expected to jump to $213, followed by $265 next year.
There are signs that the company is highly undervalued, which explains why most analysts are highly bullish on the firm. For one, the company now trades with a forward price-to-earnings ratio of 5.8, giving it an A+ rating on Seeking Alpha. This multiple is much lower than the sector median of 23. Its forward PEG ratio stands at 0.14.
The company’s rule-of-40 metric is also much higher than the benchmark of 40. It has an annual forward revenue growth of 141% and a net income margin of 56%, giving it a multiple of 197%.
Top analysts have a bullish outlook for the company. Cantor Fitzgerald has an overweight rating, while Argus hiked the rating from hold to buy. Bernstein reiterated an outperform rating. The consensus target among analysts is $1,853, up by 45% from the current level.
SanDisk stock chart | Source: TradingView
The daily timeframe chart shows that the SanDisk stock has strong technicals. It has formed a large descending channel, whose up and lower swing since June 16 this year.
The channel is part of the bullish flag pattern. It remains above the 200-day Exponential Moving Average (EMA), a sign that bulls are still in control. It has also formed a bullish divergence as the Relative Strength Index (RSI) has continued rising.
Therefore, the stock will likely continue rising, potentially to the psychological level of $2,000. A drop below the 200-day EMA will invalidate the bullish outlook.
Centrus Energy (LEU) daily chart showing the falling wedge, the EMA cluster (20/50/100/200) capped by the 200 EMA at 198.30, and the 157.88 support zone. On August 5, 2026, Centrus told investors that its second-quarter revenue had gone up by 14% from $154.5 million to $176.1. More notably, the company disclosed commercial backlog numbers that reflected a bright future ahead for its business. According to the report, backlog increased to $4.5 billion, extending through 2040, cementing the company’s workload and revenue for many years to come.
In addition to all this, in a non-dilutive agreement, Centrus signed a deal worth $900 million with the U.S. Department of Energy to fund the development of its commercial centrifuge without having to give up any equity or share ownership. This sort of deal is good for business, as it doesn’t give away control of the company in exchange for a capital raise.
Finally, Centrus Energy is also reaping the rewards of first-mover advantage in the next-gen nuclear reactor sector through its High-Assay Low-Enriched Uranium (HALEU) domination in the United States, as the company is the only licensed, U.S.-owned producer of HALEU in the country.
Key Levels Inside the Falling Wedge? The key levels to watch inside the falling wedge are the 20, 50, 100, and 200 EMA lines. They sit respectively at 177.82, 176.58, 186.98, and 198.21 at the time of writing. The four lines are squeezed together and signal that a breakout is near. Price already sits above the first three EMAs, leaving the 200 EMA above it as the next resistance level to test.
If LEU can push past the 200 EMA at 198.21 and close outside the wedge beyond $200 on the daily timeframe, we have a clean breakout confirmation that opens an upward path to the 220–235 zone.
The RSI reads 57.81, which is slightly above average and entering buyer territory with enough room to run before becoming overbought.
David Ellison zvažuje přesun CBS News z New Yorku, aby získal výhodu v právním sporu s generálními prokurátory státu New York a Kalifornie. Rob Bonta vede koalici 12 států. Paramount zároveň uvažuje o přesunu části produkce z Kalifornie a od 1. října by musel platit 7 milionů dolarů denně, pokud se spor nevyřeší.
Paramount boss David Ellison is considering moving CBS News out of the Big Apple as his legal battle with New York and California’s attorneys general is heating up, The Post has learned.
One point of leverage for Ellison is potentially moving his news operations out of New York City as California AG Rob Bonta leads a coalition of 12 lefty states in an effort to block Paramount’s $110 billion acquisition of Warner Bros. Discovery, people close to Paramount told The Post on Wednesday.
Paramount Skydance CEO David Ellison speaks during the Bloomberg Screentime conference in Los Angeles on Oct. 9. (AFP or licensors) AFP via Getty Images Pulling CBS News from the city would mark a seismic change to the local media landscape — and the idea comes as Paramount’s board has approved a plan to move the Hollywood studio out of California if Bonta doesn’t agree to settlement talks.
“The real negotiation is how much he will move out of California and New York of his current operations. If it involves a lot of production, that’s a lot of jobs,” a source told The Post.
Rob Bonta, attorney general of California, is pictured during an interview in San Francisco on Feb. 17. (Bloomberg) Bloomberg via Getty Images The person, a media executive with knowledge of Paramount’s intentions, said Ellison could move all his news operations to Atlanta, where CNN is headquartered, in anticipation of eventually winning the legal row with the state AGs — even if the case reaches the Supreme Court.
Another source close to the company described the possible moves as “contingency plans.”
CBS News’ broadcast center could fetch the billionaire Ellison family a “couple of billion dollars,” the source added.
Paramount insiders believe Bonta wants a spin-off of CNN, a Warner Bros. asset, before any deal is pushed through – though Ellison isn’t willing to do that as of now.
But people inside Paramount are still optimistic that the company will be able to reach a settlement with Bonta, whom Ellison wants to come to the table by Oct. 1.
Under the terms of its deal with WBD, from that date onward, Paramount would have to cough up a painful $7 million per day until the merger is completed.
People walk by the CBS Broadcast Center in Manhattan. (Getty Images North America) Getty Images No formal talks are now taking place, and the two sides remain at odds over possible concessions, people close to the matter told the Post.
Paramount did not immediately respond to The Post’s request for comment.
But Paramount’s optimism comes as pressure has been mounting within the Democratic Party to keep the studio owner happy and prevent any backlash from an exodus of Hollywood jobs, sources said.
Ellison is seeking leverage in his battle with Bonta and New York AG Letitia James, though it’s unclear how much of his production operations he is prepared to move out of California or New York.
Seagate ve 4. čtvrtletí fiskálního roku 2026 zvýšil tržby na 3,6 miliardy USD a hrubá marže vzrostla na 52,7 %. Firma čeká v 1. čtvrtletí fiskálního roku 2027 tržby kolem 4,1 miliardy USD.
Key Takeaways Seagate posted $3.6 billion in fourth-quarter fiscal 2026 revenue, up 48% year over year.Higher-capacity nearline products and HAMR adoption are supporting Seagate's profitability gains.Seagate expects fiscal 2027 margin and cash generation growth, with Q1 revenue near $4.1 billion. Seagate Technology Holdings plc (STX - Free Report) delivered a strong finish to fiscal 2026, with revenue and profitability exceeding expectations. The company expanded its non-GAAP gross margin for the 13th consecutive quarter, while free cash flow margins reached 31%, generating more than $1.1 billion in the June quarter, its strongest quarterly performance in more than a decade. For fiscal 2026, Seagate’s non-GAAP gross margin increased 10 percentage points, non-GAAP EPS grew more than 90% and it generated record free cash flow of $3.1 billion.
In fourth-quarter fiscal 2026, the company’s revenue reached $3.6 billion, up 17% sequentially and 48% year over year, while non-GAAP gross margin increased to 52.7% from 47% in the prior quarter. Non-GAAP operating margin rose to 44.6%, and free cash flow increased 17% sequentially to $1.1 billion. The company attributed the margin improvement to its long-term pricing strategy and stronger product mix, supported by strong demand.
Seagate expects these trends to remain favorable. On the last earnings call, management stated that it expects sequential margin and cash-generation growth throughout fiscal 2027, supported by sustained demand, operational efficiencies and disciplined capital expenditures. Fiscal 2027 capital expenditures are expected to remain within the company’s target range of 4% to 6% of revenue. Seagate also expects cash generation to improve throughout the year.
Higher-capacity nearline products and the continued ramp of HAMR-based technology are also supporting profitability. Management said the mix is shifting further toward high-capacity nearline products, while moving from 3-terabyte to 4-terabyte-per-disk products is providing another boost to profitability. HAMR-based products represented 40% of nearline exabyte shipments by June, with Mozaic 4 continuing to ramp.
Seagate is also strengthening its balance sheet. The company ended fiscal 2026 with $3.6 billion of debt, down $1.4 billion year over year, and expects to reduce debt further. Overall, management remains confident in continued revenue growth, margin expansion and stronger cash generation through fiscal 2027.
For first-quarter fiscal 2027, Seagate expects continued revenue and margin growth in the September quarter, backed by the Mozaic rollout and disciplined pricing. Management anticipates first-quarter revenues of $4.1 billion (+/- $100 million). At the midpoint, this indicates a 56% year-over-year improvement.
Taking a Look at STX’s CompetitorsWestern Digital Corporation (WDC - Free Report) reported strong financial performance in fiscal 2026, with gross margin expanding 970 basis points (bps) to 49.1%. In the fiscal fourth quarter, gross margin increased 1,310 bps year over year to 54.4%. The company reported incremental gross margins of 75% in fiscal 2026 compared with 60% in fiscal 2025, and ended the fourth quarter with year-over-year incremental gross margin of 84% to 85%. It expects approximately 80% to 81% incremental gross margin in the first quarter of fiscal 2027. Western Digital anticipates non-GAAP gross margin in the range of 55-56% for the first quarter.
NetApp, Inc. (NTAP - Free Report) reported non-GAAP gross margin of 70.5%, up 100 bps year over year in the fourth quarter of fiscal 2026. Operating cash flow was $950 million and free cash flow was $900 million, while fiscal 2026 free cash flow was $1.87 billion. Non-GAAP operating margin for fiscal 2026 was 30.2%, up 190 bps year over year, showing operating leverage as revenue expanded. Management expects to return up to 100% of free cash flow to shareholders in fiscal 2027 and to reduce share count by a low single-digit percentage year over year. NetApp ended fiscal 2026 with $3.58 billion in cash and investments and $2.49 billion of gross debt.
STX Price Performance, Valuation and EstimatesIn the past month, STX’s shares have lost 4.7% compared with the Computer Integrated Systems industry’s 8.9% decline.
Image Source: Zacks Investment Research
In terms of forward price/earnings, STX’s shares are trading at 22.09X, higher than the industry’s 11.46X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for STX’s earnings for fiscal 2027 has been revised up 28.6% to $34.99 over the past 60 days.
Image Source: Zacks Investment Research
Currently, Seagate sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Apple čelí navrhované hromadné žalobě kvůli tvrzení, že iCloud+ a Private Relay nechránily IP adresy tak, jak slibovaly. Žaloba tvrdí, že weby mohly přes chyby ve WebKitu získat skutečnou IP adresu uživatelů.
A California man is suing Apple in a proposed class-action lawsuit for allegedly misleading consumers about the privacy benefits of iCloud’s paid subscription tier – saying it falsely claimed that users’ IP addresses would be hidden.
Edward Rickman said he purchased iCloud+ for access to iCloud Private Relay, a feature that Apple promises will “Hide your IP address and browsing activity in Safari and protect your unencrypted internet traffic,” according to a suit filed last week in California federal court.
Apple charges customers between $0.99 to $59.99 a month for the premium iCloud subscription, depending on how much storage they wanted, according to its website.
A California man is suing Apple in a proposed class-action lawsuit for misleading consumers about the privacy benefits of iCloud’s paid subscription tier. Rafael Henrique – stock.adobe.com But three flaws in Apple’s WebKit, which powers the Safari browser, allowed websites to access users’ real IP addresses even when the premium feature was switched on, the lawsuit alleged.
“Apple built its entire brand on the promise that it would protect its users’ privacy when no other company would,” Tim Giordano, a partner at Clarkson Law Firm, which is leading the litigation, told The Post.
“For Apple’s iCloud users to now learn that for years they were paying Apple a premium for a protection that simply didn’t work, exposing them to the very tracking, profiling, and targeting Apple warned them about, is an outrageous violation and betrayal of consumer trust and law.”
Earlier this year, Clarkson Law Firm secured a $250 million settlement from Apple over claims it misled consumers on Siri’s AI features.
The lawsuit is seeking an injunction on Apple’s alleged false marketing, along with attorneys’ fees and relief of at least $5 million for all members of the class. That includes all US citizens who paid for iCloud+ and enabled Private Relay within a certain time frame.
Apple first unveiled iCloud Private Relay at its annual Worldwide Developers Conference in June 2021, releasing it later that year as part of an iOS update.
Flaws in Apple’s WebKit allowed websites to access users’ real IP addresses even when the premium feature was switched on, the lawsuit alleged. Apple During that presentation, Apple claimed that Private Relay “ensures that the traffic leaving your device is encrypted so that no one can intercept and read it” and that “no one, including Apple, can see both who you are and what sites you’re visiting,” according to a recording.
“But in reality, Apple’s promise that Private Relay’s dual-relay design made it structurally impossible for any single party to see both a user identity and the destination of their traffic has never been true,” the lawsuit alleged.
Apple’s own operating system uses passkeys – a Touch ID or Face ID scan that replaces typed passwords – and these are never routed through the relay that Apple designed to prevent IP addresses from accessing private information, according to the suit.
Two recent Apple iOS updates in 2025 and 2026 also bypassed Private Relay, exposing the user’s IP address, the suit said.
The lawsuit is seeking an injunction on Apple’s alleged false marketing. Apple “Year after year, Plaintiff and Class Members paid subscription fees for iCloud+ in reliance on Apple’s representations that Private Relay would hide their IP addresses and browsing activity in Safari,” the complaint said.
“But instead, Apple delivered a system that recreates through its own credential service that precise harm Apple told the world it had made impossible.”
In a post on Reddit, which was cited in the lawsuit, one frustrated consumer wrote, “Don’t trust corporate when it comes to your privacy. The champion of privacy is just an empty brand.”
More than just boasting about the capabilities of its Private Relay feature, Apple also spent years positioning itself as a leading consumer tech firm for privacy compared to its rivals, the lawsuit alleged.
Apple first unveiled iCloud Private Relay at its annual Worldwide Developers Conference in June 2021. REUTERS In late 2020, Apple introduced App Tracking Transparency, a privacy feature that required apps like Facebook to ask for explicit permission before tracking users’ activity across other sites, the lawsuit noted.
Facebook responded by launching full-page ads in newspapers arguing that the new tracking rules were “about profit, not privacy” and would ultimately harm small businesses.
Apple CEO Tim Cook defended the update against Facebook’s arguments in a post on X, writing, “We believe users should have the choice over the data that is being collected about them and how it’s used.”
In the summer of 2022, Cook spoke at a global privacy summit and invoked late privacy scholar Alan Westin, saying “while the erosion of privacy was a legitimate fear, it was not an inevitable consequence of technology,” according to the lawsuit.
As of publishing, Apple’s website states: “Privacy. That’s Apple.”
“Privacy is a fundamental human right. It’s also one of our core values. Which is why we design our products and services to protect it. That’s the kind of innovation we believe in,” the company said.
Apple did not immediately respond to The Post’s request for comment.
Apple klesl za poslední měsíc o 3,22 % a obchoduje se pod konsenzuálním cílem 322,82 USD, což znamená jen 5,9% růstový potenciál. Wedbush ale vidí až 400 USD díky Siri AI a cyklu výměny zařízení.
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Apple currently trades at $304.91, while the average Wall Street price target sits at $322.82, leaving a modest 5.9% gap between the market and the consensus.
Apple (NASDAQ:AAPL | AAPL Price Prediction) is the world’s most valuable company by market cap. The consensus target implies only a small climb from here, but Wedbush Securities analyst Dan Ives has staked out a Street-high $400 price target, an Outperform-rated call that pencils out to roughly 31% upside from the current price. iPhone growth just re-accelerated, Services keeps compounding, and yet the stock has slipped over the past month while the S&P 500 has held its ground.
A Post-Earnings Fade That Nobody Expected The drop began the moment Apple reported. Shares closed at $340 the day of the July 30, 2026 release, then bled steadily lower to today’s $304.91, a 10.3% slide despite a headline beat.
The earnings report looked strong underneath. Revenue rose 16.4% year over year to $109.4 billion, iPhone revenue jumped 22%, and EPS of $2.02 topped the $1.89 estimate. But investors zeroed in on softer parts. Roughly $0.11 of that EPS came from one-time tariff refunds, and management flagged a “100-year flood” in memory pricing that will pressure gross margin into September.
Sentiment cracked from there. Supply-chain reporting around Chinese memory supplier CXMT rejecting Apple’s price cut demands, plus a rush of retail put buying, turned a modest fade into full sector-level underperformance. Since earnings, AAPL has lagged both the S&P 500 and the Nasdaq 100 by a meaningful margin.
Why Dan Ives Sees a $95 Gap to Close Analysts largely shrugged off the pullback, and the bull case has widened. Wedbush’s Dan Ives calls Apple a “sleeping tech giant” whose 2.5+ billion active device base is about to enter a multi-year AI-driven upgrade cycle, catalyzed by the newly unveiled Siri AI shown at WWDC26. His $400 target rests on two pillars: a hardware refresh wave and high-margin AI subscription monetization layered onto Services.
The setup looks credible. Services revenue reached $30.7 billion at a 75.6% gross margin, paid subscriptions crossed 1.5 billion, and Tim Cook telegraphed “upgrade possibilities on iCloud+” tied to Siri AI. Guidance for the September quarter calls for 9% to 11% revenue growth with iPhone in the mid-teens.
Of 46 analysts covering the name, 28 rate it Buy or Strong Buy, 14 Hold, and 4 Sell or Strong Sell. Recent action has been reiterations rather than downgrades, with the memory-cost issue framed as transitory margin drag rather than structural break.
How Apple Stacks Against the Mega-Cap Field Apple fell alone while most of Big Tech held firm or rallied.
Microsoft (NASDAQ:MSFT) trades at $503.81 after ripping 30.83% in the past month on Azure’s $100 billion milestone. Its consensus target of $563.84 implies 11.9% upside, with 54 of 57 analysts rating it Buy or Strong Buy and revisions trending higher.
Alphabet (NASDAQ:GOOGL) sits at $343.80, off 8.96% in the last week on hyperscaler capex fears. Analysts target $428.04, or 24.5% upside, with 58 of 64 covering analysts rating it Buy or Strong Buy after a blowout Q2.
Amazon (NASDAQ:AMZN) changes hands at $272.27, up 10.98% over the past month. The consensus $324.94 target implies 19.3% upside, with 59 of 62 analysts rating it Buy or Strong Buy after AWS’s 37% growth print.
Across the group, the largest analyst-implied upside on a consensus basis sits with Alphabet at roughly 25%. Apple’s 5.9% consensus gap looks small next to its peers, but Ives’ outlier $400 call would put it at the top of the pack.
Keep an Eye on the Stock The stock is down 3.22% over the past month, versus a 2.07% gain for the S&P 500 (SPY) over the same window. Year-to-date, Apple has returned 12.47%, essentially matching the S&P 500’s 13%.
The consensus $322.82 target implies roughly 5.9% upside from $304.91, drawn from 46 analysts. Prediction markets on Polymarket assign only 0.6% probability to Apple hitting $384 in August, a stark contrast to Ives’ 31% stretch target.
Where I Land on Apple at $305 The bull case holds if the Siri AI upgrade cycle materializes on Ives’ timeline and Services monetization compounds through paid AI tiers. Cook already teased iCloud+ premium pricing, iPhone growth is accelerating at 22%, and the installed base is unmatched. That path plausibly gets you toward $400. But I’d stay away if memory costs stay elevated.
The risk case is memory costs staying in flood mode into 2027 and the tariff refund tailwind reversing. At 36x trailing earnings, Apple already prices in significant AI optionality that has not yet shown up in the numbers. The setup looks cautiously constructive. The consensus 5.9% cushion is thin, but the Ives thesis has real teeth if Siri AI actually drives an upgrade wave.
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Tesla letos míří s kapitálovými výdaji přes 25 miliard USD a její čtvrtletní volný peněžní tok klesl na záporné 1,09 miliardy USD. Trh teď čeká na potvrzení, že Robotaxi a software dokážou tento tlak vyvážit.
The market is watching an industrial sector powerhouse attempt to rewrite its fundamental DNA in real time. Tesla, Inc. NASDAQ: TSLA is aggressively pivoting from a traditional electric vehicle manufacturer into an autonomous mobility and AI network. This ambitious transition comes with an immediate financial reckoning. As full-year capital expenditures are tracking to exceed $25 billion, quarterly free cash flow recently turned negative to $1.09 billion.
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Strip away the futuristic narrative, and Tesla's core automotive business is facing severe pressure. Price reductions across key global markets continue to squeeze profitability.
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Operating margins compressed to a razor-thin 1.4% during the second quarter of 2026, while adjusted EBITDA came in around $3.27 billion. Adjusted earnings arrived at 33 cents per share, missing Wall Street expectations, even as top-line quarterly revenue showed resilience at approximately $28.24 billion.
What does a 1.4% operating margin mean for a heavy manufacturing operation? It leaves almost zero room for error. Unit volume growth is no longer preserving net margins or return on equity. The entire valuation thesis now rests almost entirely on software monetization and progress in physical AI. Tesla is actively decommissioning traditional assembly lines at its Fremont facility to build dedicated Optimus robotics lines, funneling billions into Gigafactory Texas for Cybercab tooling.
Wall Street Demands Proof of the Robotaxi FlywheelHigh-conviction institutional investors demand concrete operational proof points rather than forward-looking guidance. Morgan Stanley NYSE: MS recently issued notes highlighting that long-term institutional confidence hinges on tangible progress in the Robotaxi division. The market needs to see actual vehicle deployment density in active metropolitan areas and exponential growth in unsupervised driverless miles.
The ultimate goal is to demonstrate the unit economics of the Robotaxi network, targeting an operating cost of around 81 cents per mile.
If Tesla hits or beats this metric, the high valuation multiples are easily justified by the sheer scale of the global transportation market. If the deployment data fails to demonstrate scalable cash flow, the narrative premium built into the stock begins to evaporate.
There is a highly lucrative bright spot in the current software transition. Full Self-Driving attach rates on new North American deliveries reached about 55%, significantly outpacing early Wall Street projections. Converting these software subscriptions into high-margin driverless mobility remains the central hurdle, but this level of consumer adoption proves that direct-to-consumer software monetization is accelerating.
Software revenue carries incredibly high margins, which is exactly the lifeline the balance sheet needs to offset the brutal physical electric vehicle price war. The current environment presents a race against the clock. Tesla needs to scale its higher-margin software revenue fast enough to bridge the gap left by falling automotive profits.
Energy Storage Offers a Much-Needed Revenue BufferWhile automotive margins are in decline, the commercial energy storage division continues to scale as a vital secondary growth driver. The Megapack business provides a non-automotive revenue stream that helps absorb the elevated capital expenditures for AI.
Commercial execution was recently highlighted by SpaceX's NASDAQ: SPCX purchase of approximately $300 million in Megapacks to supply power for dedicated data center infrastructure. This internal cooperation showcases a broader blueprint for AI data center energy demand, proving that Tesla has viable, high-margin revenue streams beyond selling consumer vehicles. Energy generation and storage now represent a critical stabilizer for the bottom line, keeping the autonomous dream funded while the core auto segment fights a grueling war of attrition.
A 300x Multiple Teeters on Deployment MetricsTrading at over 300 times trailing earnings, Tesla assumes substantial future cash flows from high-margin software revenues. For context, legacy automakers generally trade at single-digit multiples. This valuation gap creates a highly volatile, data-dependent environment. If the upcoming Robotaxi operational data fails to confirm scalable unit economics, the stock could face a severe downward re-rating towards a multiple more typical of the automotive sector.
Tesla, Inc. (TSLA) Price Chart for Wednesday, August, 12, 2026
The options market reflects this exact vulnerability. Options positioning for Tesla leans heavily toward downside protection, with a put-to-call ratio sitting near 1.18. Traders currently hold significantly more put contracts, instruments used to bet on or protect against a price drop, than call contracts. The options' max pain level is anchored around $320. Max pain is the price at which the most options contracts expire worthless, and it often acts as a magnetic anchor for the stock price as expiration approaches. Thirty-day implied volatility remains elevated at nearly 44%, suggesting market makers are pricing in severe price swings ahead.
Short interest currently sits at roughly 70 million shares, representing nearly 3% of the available float. While some short covering occurred recently, this level of bearish betting indicates that a well-capitalized portion of the market expects the autonomous pivot to stumble over regulatory or manufacturing hurdles. The National Highway Traffic Safety Administration recently initiated recalls and preliminary investigations concerning potential suspension safety issues, adding regulatory friction to the operational headwinds.
The Autonomy Gamble Reaches Its Tipping PointThe transition from bending metal to deploying scalable artificial intelligence requires unparalleled capital. Expanding commercial Robotaxi operations across a dozen target states by year-end burns cash rapidly. The market is currently forgiving the negative free cash flow because it believes in the autonomous payoff.
Upcoming deployment data will likely act as a binary valuation trigger. Strong data confirming the 81-cent-per-mile unit economics could short sellers to cover and validate the high price-to-earnings multiple. Weak data could strip away the technology premium, leaving Tesla priced as a struggling automaker fighting for market share in a fierce price war.
Investors holding long positions might consider maintaining their exposure while closely monitoring the rollout density and unit economics of the Cybercab fleet. Those looking to deploy new capital may prefer to wait for clear cash flow metrics from the autonomous network before taking a heavy position.
Given the high implied volatility, options traders could find strategic opportunities by hedging against sudden downside re-ratings while keeping upside exposure open for potential deployment breakthroughs. The next few quarters will determine whether Tesla secures its future as a dominant software network or faces a harsh reversion to automotive realities.
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Tesla v červenci v Číně prodala 93 579 vozů a vyvezla 66 330 kusů ze Šanghaje, což naznačuje silné oživení. Rival BYD se do trojice nejprodávanějších značek v Číně nedostal.
Investors, more and more likely to look at Tesla’s (NASDAQ: TSLA) | TSLA Price Prediction car sales, should be encouraged by official EV figures out of China for the month of July. According to the China Passenger Car Association, across the world’s largest car market, sales of passenger cars fell 20.9% in July from the same month the year before to 1.46 million retail units. Sales of EVs and other cars that are not run entirely by fossil fuels dropped 3.9% to 951,000.
Tesla’s sales were extremely strong. According to The Wall Street Journal, “In July, Tesla exported 66,330 units made at its Shanghai plant and sold 93,579 units to Chinese buyers.” Keep in mind that in the second quarter, Tesla said it produced 450,000 vehicles and delivered over 480,000 vehicles. On top of China, Tesla sells hundreds of thousands of cars in the US, UK, and EU each quarter. Although the Chinese numbers cannot be used as an exact way to estimate third-quarter sales, investors should be optimistic.
On top of the good Tesla news, its primary global EV rival BYD had a horrible month. It did not sell enough units to be among the top three by units sold in China in July.
Tesla’s stock is down 26% this year, while the S&P 500 is up 12%. To some extent, this is because of a tug-of-war between Elon Musk and a group of investors who believe his argument that Tesla will grow because of Robotaxis, AI, and robots is unlikely. Rather, they would like to see Tesla as the dominant EV company in the world, as it was a half a decade ago. It continues to trail some of the largest EV companies in China, which include Geely.
In Europe, after a difficult year in 2025, Tesla’s sales have rebounded in double digits year over year in the first half of 2026. However, BYD is growing faster and now sells more units per month.
In the US, Tesla has over half the EV market. It is helped by the fact that large US car companies, particularly GM (NYSE: GM) and Ford (NYSE: F), have retreated after billions in losses on their EV divisions. But US EV sales dropped by about 20% in the first half of the year. Most of this has been blamed on the elimination of the $7,500 federal tax credit, which ended in September of last year. High gas prices could help reverse that trend–if they remain high. Used EV sales have already started to rise. (That could draw people away from new models, which tend to be expensive compared to gas-powered cars.)
Tesla may never get back its global market share, but it could benefit from a sharp growth in EV sales across a large number of nations, particularly those where gas prices are high already. If the flow of oil through the Strait of Hormuz remains very low, EVs will become more and more attractive. Gas prices in the US could move toward $5. They are currently just above $4 a gallon, but US oil reserves are a multi decade low. According to The Independent, “US oil reserve just hit a low not seen since 1983.”
If Tesla has an ace in the hole, it is the 100% tariff the US has put on Chinese EVs. Many experts consider these cars to be as well-built as Teslas, but they are also less expensive. China may be important for Tesla, but the US tariffs may be the key to a rebound.
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Tesla v Japonsku v první polovině roku zaregistrovala asi 12 000 vozů, v červnu registrace meziročně vyskočily o 183,7 % na 3 997. Firma zároveň rozšiřuje doručovací síť ze sedmi na 11 míst, aby zvládla rostoucí poptávku.
Key Takeaways Tesla registered about 12,000 vehicles in Japan in the first half, with June sales up 183.7% year over year.Tesla plans to expand Japan delivery sites from seven to 11 this year to ease capacity bottlenecks.A second import port lifts TSLA's annual Japan capacity to about 48,000 vehicles and improves western access. U.S. electric vehicle (EV) and tech giant Tesla (TSLA - Free Report) is gaining momentum in a market that has historically been difficult for foreign automakers to crack. After selling more than 10,000 vehicles in Japan in 2025 (doubling from 2024), Tesla registered roughly 12,000 vehicles in the first six months of this year.
June was particularly impressive, with registrations jumping 183.7% year over year to 3,997 vehicles from 1,411 a year earlier, per the data from the Japan Automobile Importers Association, as cited in EVwire. Tesla overtook BMW (BMWKY - Free Report) to become Japan's second-best-selling imported brand for the month, trailing only Mercedes-Benz (MBGYY - Free Report) .
In fact, demand appears to be running ahead of Tesla’s delivery infrastructure. Some June handovers were pushed into July because Tesla did not have enough delivery capacity.
TSLA’s Delivery Expansion Plans in JapanTesla plans to increase its delivery sites in Japan by 60% this year, taking the total from seven to 11. New locations are being added in Yokohama and Kobe this month, followed by additional sites in the Greater Tokyo Area and Nagoya by the year-end. Notably, these are delivery hubs, not showrooms. Tesla keeps sales online and treats physical locations as places for browsing and questions. Deliveries are handled through dedicated centers or directly to customers.
That means the expansion is less about creating visibility and more about removing a bottleneck. Tesla already appears to have found buyers. It needs enough physical capacity to process those buyers efficiently.
On the import side, Tesla added Mikawa Port in Aichi prefecture as a second entry point, supplementing its long-standing reliance on Yokohama's Daikoku Wharf. That roughly doubles the brand's annual import capacity to about 48,000 vehicles and gives it a more direct route into western Japan.
If demand continues at the current pace, this additional capacity could become increasingly important.
Why the Timing Works in Tesla's FavorChanges to Japan's EV subsidy system have created a more favorable environment for Tesla while making the competitive landscape tougher for some Chinese EV makers.
Japan increased the maximum national EV subsidy to ¥1.3 million, and the revised framework places greater emphasis on factors such as supply-chain security, battery sourcing, V2X capability and service coverage. Tesla benefits because its vehicles use Panasonic battery cells, helping it meet the criteria around non-Chinese battery supply. Its bidirectional charging support checks the V2X box. Tesla can therefore qualify for subsidies close to the maximum level, while BYD faces a substantially lower incentive.
That matters in a market where Toyota and other Japanese automakers have traditionally enjoyed a strong home-market advantage. Tesla's growth is being driven largely by the Model Y and Model 3, and the brand is pulling affluent, tech-inclined buyers away from both Japanese hybrids and German luxury marques like Mercedes-Benz and BMW.
In June, Tesla's 3,997 registrations put it ahead of BMW's 3,379 and behind only Mercedes-Benz's 4,512 among imported brands.
Last WordThe company has found a pocket of demand, helped by the Model 3 and Model Y, and is now expanding the infrastructure needed to serve it. Japan’s favorable subsidy design and Tesla’s expanding logistics and buyer base are expected to boost the company’s prospects in Japan. Tesla doesn't need Toyota-scale volumes to make the Japan bet worthwhile, because each sale carries a premium-brand margin.
The Zacks Rundown on TSLA StockShares of Tesla have declined 26% over the past year, underperforming the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 11.6, above the industry and its own five-year average. It carries a Value Score of F.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for Tesla’s 2026 and 2027 EPS has been revised over the past 60 days.
Image Source: Zacks Investment Research
TSLA stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SpaceX v první polovině roku 2026 nakoupila od Tesly Megapacky za zhruba 329 milionů USD, včetně 295 milionů USD ve 2. čtvrtletí 2026, kvůli rostoucí poptávce po energii pro AI. Tesla ve 2. čtvrtletí 2026 nasadila úložiště o kapacitě 13,5 GWh, o 53 % více mezikvartálně.
Key Takeaways SpaceX bought about $329 million of Tesla Megapacks in the first half of 2026 amid rising AI power needs.Tesla says Megapacks can stabilize rapid electricity-demand swings caused by intensive AI training runs.Tesla deployed 13.5 GWh of energy storage in Q2 2026, up 53% sequentially, its second-best quarter. SpaceX (SPCX - Free Report) is becoming a major customer for Tesla’s (TSLA - Free Report) energy storage business, and that could be more important than it first appears. In the first half of 2026, SpaceX bought about $329 million worth of Tesla Megapacks (including $295 million in the second-quarter itself), compared with $506 million for all of 2025. The reason is tied to the growing power needs of artificial intelligence (AI).
Why SPCX is Buying TSLA Megapacks?On Tesla’s latest earnings call, Musk explained why SpaceX is purchasing so many Megapacks. SpaceX is using the batteries to deal with the huge and sudden changes in electricity demand created by AI computing.
During AI training runs, power demand can swing by as much as 70% in a fraction of a second. Hyperscalers may have access to enough chips and generation capacity, but they can't stabilize the power feeding those chips. Batteries with fast power electronics solve that problem.
Musk’s reasoning rests on a capacity-utilization gap— total U.S. generation capacity sits around 1.2-1.3 terawatts, while average demand is only about 0.5 terawatt. That means there could be roughly 0.7-0.8 terawatt of capacity sitting unused at any given time. Batteries could help unlock some of this existing capacity for AI computing, rather than waiting years to build new power plants. If that happens on a large scale, the opportunity for Megapacks is huge.
Tesla is also looking at another idea called Megapods, which would combine AI computing and battery storage in a single package. These could potentially be deployed at Supercharger locations. Tesla already controls around 7 GW of power capacity across its charging network. In effect, the company could use that existing infrastructure to create a distributed network for both power storage and computing.
TSLA Q2 Energy Business NumbersTesla’s energy business is growing. Energy storage deployments in the second quarter of 2026 reached 13.5 GWh, up 53% sequentially and making it the company’s second-best quarter on record.
The weakness was in margins. Energy gross margin dropped to 20.4% from 39.5% sequentially. But there were several reasons for the sharp decline. Tesla recorded a $240 million warranty true-up related to older battery cell issues, while a $200 million-plus tariff benefit recorded in the first quarter was not repeated. The business is also facing continued pricing pressure as competition increases. Tesla expects its long-term energy storage margin to be in the low-to-mid 20% range.
TSLA Energy's Growth CaseTesla's energy business is still small relative to its automotive segment, but it's the one part of the company where three things are pulling in the same direction: rising AI-driven demand, a growing demand across data centers, and Musk's own ambitions to vertically integrate power, compute, and connectivity across his companies.
These Megapack orders from SpaceX matter not for their current size, but the trajectory. SpaceX has plans to build a massive amount of power capacity to support its AI ambitions. Musk's target is 20 GW of power and cooling online by the end of 2027, with a more conservative fallback of around 15 GW.
That's a multi-year buildout that will require a large and growing quantity of battery storage. As long as Tesla holds onto that preferred-supplier position, it locks in a demand stream that's both predictable and likely to grow well past its current size.
The Zacks Rundown on TSLA StockShares of Tesla have declined 26% over the past year, underperforming the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 11.6, above the industry and its own five-year average. It carries a Value Score of F.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for Tesla’s 2026 and 2027 EPS has been revised over the past 60 days.
Image Source: Zacks Investment Research
TSLA stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Google představil řadu Pixel 11, včetně Pixel 11, Pixel 11 Pro, Pixel 11 Pro Fold a nového trackeru Pixel Tag jako konkurenta AirTagu. Zároveň přidal nové funkce Gemini napříč zařízeními.
Google is holding its Made by Google 2026 event on Wednesday, unveiling the Pixel 11 series, the Pixel Watch 5, and even a competitor to Apple’s AirTag. The tech giant also used the event to show off new Gemini-powered features across its devices.
Gemini gets more useful on Pixel Google spent a good portion of the event talking about Gemini and other AI features coming to its devices.
One of the more notable accessibility updates is an expansion of “Live Transcribe” to support American Sign Language. Using the Pixel Camera, users can have sign language translated into text, giving people another way to communicate without relying on typing.
Image Credits:Google Google also introduced “Rambler,” a new voice-input feature designed to better understand the way people actually talk. Rather than requiring carefully phrased sentences, Rambler is designed to handle run-on sentences, filler words, and less structured speech while still figuring out what the user is trying to say.
There are a few smaller additions, too. “Circle to Search” can now be accessed more directly from the Pixel Camera, allowing users to identify objects, search for things in the distance, translate text, or ask questions about what’s around them without leaving the camera experience.
Pixel 11 Image Credits:Google The standard Pixel 11 gets a redesigned camera bar that is thinner than the one on the previous generation. Google says the new camera bar is more than 40% thinner and now uses an all-glass surface that stretches across the width of the phone. Google is also increasing the base storage to 256GB, doubling the previous starting capacity.
The starting price for the new model is set at $899, reflecting a $100 increase compared to the Pixel 10. This price hike comes with the decision to drop the 128GB storage option. Plus, the ongoing RAM supply shortage plays a part in this increase.
The Pixel 11 will be available in Frost, Hibiscus, Pistachio, and Obsidian.
Pixel 11 Pro and Pro XL Image Credits:Google Google is making durability a bigger part of the Pro lineup. The company says the Pixel 11 Pro and Pixel 11 Pro XL have improved drop resistance and a new anti-scratch display coating that provides more than twice the scratch resistance of the Pixel 10 Pro models.
The Pixel 11 Pro starts at $1,099, compared to $999 for the Pixel 10 Pro.
The phones are available in Canyon, Fog, Olive, and Obsidian. Notably, this year’s Obsidian option gets an all-matte finish.
Pixel 11 Pro Fold Google says the new foldable is nearly 10% lighter and almost 1mm thinner than the Pixel 10 Pro Fold. It also has slimmer bezels, a 48-megapixel main camera, and 30x Super Zoom.
The company is also building on the IP68 water and dust resistance introduced with the Pixel 10 Pro Fold. The Pixel 11 Pro Fold uses a glass-fiber composite back cover designed to better withstand cracking, while a redesigned hinge offers additional protection for the inner display. Google says the changes make the model three times more durable than its predecessor.
The Pixel 11 Pro Fold comes in Olive and Obsidian.
Google takes aim at Apple’s AirTag Image Credits:Google Google finally has its own tracking tag. Called Pixel Tag, the small device is designed to help people keep tabs on things such as keys, wallets and luggage. It connects to Android’s Find Hub network, allowing users to see the tag’s location through the Find Hub app (similar to Apple’s Find My).
The tag, priced at $29 (or $99 for a four-pack), can also be located from a Pixel Watch. Pixel Buds users can ask Gemini to find or ring a Pixel Tag, adding a voice-controlled option for tracking something down.
Pixel Watch 5 Image Credits:Google The Pixel Watch 5 is getting several health-related updates. The Google Health app will provide monthly summaries of blood pressure trends, with the goal of helping users notice patterns over time. It will also provide monthly summaries of insulin resistance trends.
The 41mm Pixel Watch 5 starts at $399, while the 45mm version starts at $429. Google is also offering a Stephen Curry edition for $579, with an exclusive design built for workouts. (This is featured in the image above.)
Meanwhile, the Pixel Buds Pro is arriving in a new Olive color.
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Výzkumník Nightmare Eclipse zveřejnil nový zero-day ShieldBreak pro Windows, který přes Windows Defender umožňuje útočníkům získat plný přístup k zařízení i datům. Oprava zatím neexistuje.
A security researcher has published details of a new vulnerability in the latest versions of Windows that allows hackers to gain system-wide access to the user’s device and data, despite facing a legal threat from Microsoft weeks earlier over the release of previously unknown software flaws.
The new bug, dubbed ShieldBreak, is the latest disclosure by security researcher Nightmare Eclipse, who in recent months has published details of several bugs affecting Microsoft’s products, including Windows.
According to Nightmare Eclipse’s post, ShieldBreak takes advantage of a flaw in Windows Defender, the anti-malware and security engine built into Windows. A successful attack allows the hacker to escalate their permissions from a low-level user to full access to the device and its data.
Nightmare Eclipse published the proof-of-concept exploit as a Windows app, requiring the user to run the app to exploit the bug. The bug works on Windows 10, Windows 11 (including the latest 25H2 version), and Windows Server 2025, the researcher said.
Security researcher Will Dormann verified that the bug works and that Windows Defender must be enabled for the exploit to work.
The latest exploit builds on an earlier exploit that Nightmare Eclipse developed dubbed RoguePlanet, according to Nightmare Eclipse. Microsoft rolled out a patch for RoguePlanet, but the researcher implied that Microsoft’s fix was not sufficient and that their latest exploit demonstrates a full bypass of the earlier patch.
Microsoft has not yet released a patch for the ShieldBreak bug. A spokesperson for Microsoft did not immediately comment when contacted by TechCrunch. The bug is considered a zero-day because the software maker — in this case, Microsoft — was given no time to patch the bug before it was publicly disclosed.
The release of this new zero-day is the latest in a long back-and-forth between the security researcher and the software giant over the company’s alleged handling of their bug reports.
In a series of blog posts, the security researcher claimed that Microsoft mistreated them and did not handle their bug reports sufficiently, with the implication that the researcher had no other choice but to publicly disclose the bugs online. Nightmare Eclipse previously released several other bugs in Windows that were later exploited in real-world attacks to hack into organizations.
In May, Microsoft published a blog post threatening to take legal action against security researchers, like Nightmare Eclipse, if they released details of zero-days outside of the company’s disclosure policies. The company faced heavy rebuke from the security community, many of whom described similar experiences with Microsoft’s handling of their bug reports. Microsoft later walked back the comments in a social media post. Its original blog post remains published and unchanged.
ShieldBreak lands a day after Microsoft’s regularly scheduled monthly security patch releases, dubbed Patch Tuesday. This is the second month in a row where the number of patches has reached around 500 or so bugs driven by the company’s growing use of AI to find and weed out security flaws.
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Zack Whittaker is the security editor at TechCrunch. He also authors the weekly cybersecurity newsletter, this week in security.
He can be reached via encrypted message at zackwhittaker.1337 on Signal. You can also contact him by email, or to verify outreach, at [email protected].
Boeing ve 2. čtvrtletí dodal 171 komerčních letadel, meziročně o 14 % více, a jeho backlog BCA dosáhl rekordních 597 miliard USD. Zároveň ale čelí zpožděním programu 777X a rušeným objednávkám.
Key Takeaways Boeing delivered 171 commercial airplanes in Q2, up 14%, with a record $597B BCA backlog.Defense milestones and a Poland Apache support deal expand Boeing's long-term sustainment opportunities.777X delays and order cancellations remain key challenges despite strong earnings growth estimates. The Boeing Company’s (BA - Free Report) shares have risen 7.4% year to date compared with the Zacks Aerospace-Defense industry’s growth of 7%. The government’s inclination toward strengthening the nation’s defense and space system should act as a growth catalyst for Boeing.
Image Source: Zacks Investment Research
Shares of other defense stocks, such as Lockheed Martin (LMT - Free Report) and RTX Corporation (RTX - Free Report) , have gained 23.6% and 21.9%, respectively, during the same time frame. Lockheed Martin’s record backlog, expanding munitions capacity and alignment with U.S. and allied defense priorities support durable growth. RTX’s strong backlog and new awards provide multi-year production visibility, while higher output, backlog conversion and favorable program mix are expected to support continued defense growth.
Considering Boeing’s outperformance relative to its industry, investors may be wondering whether now is a good time to add the stock to their portfolios. Let’s examine the factors that have driven the share price gains and assess the company’s investment prospects to make a more informed decision.
Tailwinds for BA StockOver decades, Boeing has built deep relationships with airlines, aircraft lessors, governments and defense customers, creating a broad installed base that generates recurring demand for maintenance, spare parts, pilot training and fleet upgrades. Its extensive product portfolio, particularly the 737 narrow-body family and the 787 Dreamliner wide-body aircraft, helped the company secure a strong position across major airline segments.
In the second quarter of 2026, Boeing Commercial Airplanes (“BCA”) delivered 171 airplanes, up 14% year over year and the highest quarterly total since 2018. Segment revenues increased 8% to $11.75 billion. Boeing booked 246 net commercial orders in the quarter and ended with a record $597 billion BCA backlog. The 737 program began transitioning production to 47 airplanes per month, and Boeing activated low-rate initial production on the North Line in July 2026.
The U.S. Navy MQ-25A Stingray completed its first flight and received Milestone C, clearing the program for low-rate initial production. The U.S. Air Force T-7A Red Hawk also achieved Milestone C and began low-rate initial production. Boeing reached a memorandum of agreement with the Air Force on KC-46A mission readiness and the Remote Vision System 2.0 retrofit, with the first phase of flight testing completed.
On Aug. 11, Wojskowe Zak??ady Lotnicze Nr 1 S.A. (WZL-1), the Military Central Bureau of Design and Technology S.A. and Boeing signed offset implementation agreements to establish long-term industrial cooperation supporting the maintenance and ground support of Poland’s AH-64E Apache helicopter fleet. Boeing can benefit from this agreement through its defense and services businesses, as Poland’s Apache fleet creates a long-term opportunity for maintenance, repair, overhaul, training and modernization.
Key Headwinds Facing BA StockThe order book is growing, but slow production, delayed deliveries and ongoing inspections could be turning customers away from Boeing’s commercial airplanes, leading to recent order cancellations. Aircraft order cancellations during the six months ended June 30, 2026, totaled $2.78 billion and were primarily related to 737 aircraft. The 777X program has suffered repeated postponements and significant cost overruns.
The Boeing 777X program is running seven years late with an expected entry-level service date in 2027. These delays, caused by rigorous FAA scrutiny, design changes and part cracks, have resulted in significant cost overruns. Also, ongoing trade tensions between the United States and China pose another challenge. Any escalation in trade disputes could delay these deliveries, hurting revenues and increasing inventory costs.
Estimates for BA StockThe Zacks Consensus Estimate for 2026 earnings per share (EPS) indicates a year-over-year improvement of 91.73%.
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The consensus estimate for Lockheed Martin’s 2026 EPS calls for year-over-year growth of 31.3%. The Zacks Consensus Estimate for RTX’s 2026 EPS implies a year-over-year rise of 14.8%.
BA’s Earnings Surprise HistoryThe company beat on earnings in one of the trailing four quarters and missed in the other three, delivering an average negative surprise of 113.46%.
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BA Stock’s LiquidityThe company’s current ratio is 1.14 compared with the industry’s average of 1.12. The ratio of more than one suggests a healthy liquidity position where the business can meet its immediate financial obligations without selling long-term assets.
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BA Stock Trades at a DiscountIn terms of valuation, Boeing’s forward 12-month price-to-sales (P/S) is 1.73X, a discount to the industry’s average of 2.67X. This suggests that investors will be paying a lower price than the company's expected sales growth compared with that of its peer group.
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ConclusionBoeing’s strong commercial aircraft franchise, growing defense production and expanding long-term sustainment partnerships are strengthening its recurring revenue potential and reinforcing future growth across both commercial and defense markets.
Considering current execution challenges, new investors should wait and look for a better entry point. Investors who already own this Zacks Rank #3 (Hold) stock may consider retaining it, given the company’s price performance, strong earnings growth and solid liquidity. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CoreWeave uzavřel smlouvu na GPU Nvidia A100 až do roku 2029, což ukazuje, že i starší čipy mohou dál vydělávat. Firma tvrdí, že jejich životnost může být delší, než investoři čekají.
Wall Street’s AI conversation has become fixated on Nvidia Corp‘s (NASDAQ:NVDA) newest chips. CoreWeave, Inc. (NASDAQ:CRWV), however, used its second quarter earnings call to make a different point: older GPUs may have far more earning power than investors think.
The cloud infrastructure provider revealed it recently signed a customer contract for Nvidia’s A100 GPUs that extends through 2029—nearly a decade after the chip debuted.
More importantly, management suggested this isn’t an exception but evidence that AI infrastructure can continue generating attractive returns long after its first deployment.
CoreWeave Sees Long-Term Value in Older Nvidia GPUsThe clearest indication came from CFO Nitin Navin, who highlighted the longevity of one of the company’s latest deals. “We recently signed an A100 contract that extends into 2029 at an attractive price. As a reminder, this SKU was introduced in 2020,” Navin said.
CEO Michael Intrator expanded on that point, arguing the contract offers a glimpse into how AI infrastructure could be monetized over a much longer period than many investors currently assume.
“The fact that we have been able to go ahead and sell a GPU whose architecture was from 2020 in a contract that was fully priced out to 2029 really provides some insight into what the future is going to look like,” Intrator said.
Those comments challenge a common assumption in the AI infrastructure market—that each new generation of Nvidia chips quickly renders older hardware economically obsolete.
Instead, CoreWeave is signaling that mature GPUs can continue attracting customers if the workload and pricing remain attractive.
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CoreWeave’s GPU Strategy Goes Beyond the First ContractThe company also hinted that older hardware could generate revenue more than once.
Navin said every time an existing GPU is renewed or redeployed after its initial contract, the revenue comes on top of returns already earned during the original lease. “Every resale or renewal is incremental on top of the returns already earned within the initial term,” he said.
Intrator added that managed inference—a business the company expects to surpass $250 million in annual recurring revenue by the end of 2026—offers another avenue for putting GPUs coming off contract back to work rather than leaving them idle.
For investors, the takeaway extends beyond a single A100 contract. If CoreWeave can consistently renew, redeploy or repurpose older GPUs into new customer agreements and inference workloads, the economic life of its infrastructure could prove much longer than many expect.
That would allow the company to generate additional returns from assets already on its balance sheet. A dynamic that could become increasingly important as the AI market moves beyond the race for the latest chips and toward maximizing the value of existing GPU fleets.
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Virgin Galactic vzrostla sedmý den v řadě na nejvyšší úroveň od 22. června, zatímco short interest se blíží 30 % před výsledky. SPCE je stále 63 % pod letošním maximem.
Virgin Galactic stock has risen for seven consecutive days, reaching its highest point since June 22nd as investors bought the dip in space companies. SPCE jumped to $3.30 on Tuesday, up by nearly 40% from its lowest level this year. Focus now shifts to its earnings report, which comes at a time when its short interest has jumped to nearly 30%.
Investors have continued shorting Virgin Galactic’s shares. Seeking Alpha data shows that the company is one of the most shorted in Wall Street, with its short interest rising to nearly 30%. This means that a third of its shares are held by these investors who believe that it will continue falling.
These short-sellers have done well as the stock remains 63% below its highest level this year. This retreat happened after a short squeeze that jumped from a low of $2.13 in April to a high of $8.90 on June 1. The initial squeeze happened as most space companies jumped ahead of the SpaceX IPO.
There are reasons why these investors are short the company. One of the main concerns is its cash burn, which is happening because the company is yet to start commercial operations. In April, it generated about $52 million in an at-the-market offering and had about $84 million remaining in this program.
These ATMs have led to a substantial dilution among long-term investors, and, sadly, there is a risk that the company will raise more cash in the coming months. Even after the start of its commercial operations, it will take more time for the company to turn a profit.
Additionally, Virgin Galactic is a company in an unproven industry. While its business has seen substantial bookings, it is not clear whether the business will have sustainable growth over time.
The next key catalyst for the SPCE stock will be the upcoming earnings, which come on August 12 after the market closes.
These results are not expected to show substantial revenue growth. Indeed, the average estimate among analysts is that its revenue came stood at just $128k in the quarter. For the year, analysts see the annual revenue rising to $12.72 million and then hitting $297 million next year.
In the last financial results, the company said that its cash position stood at $251 million in the first quarter. Its operating expenses stood at $66 million, a big improvement from the previous $89 million. Also, its net loss improved to $65 million from $84 million in the same period last year.
The company will have a chance to update on its business. In its last earnings report, the company said that it will continue its SpaceShip testing, ahead of its flights in the fourth quarter of next year.
Virgin Galactic stock chart | Source: TradingView
The daily chart shows that the Virgin Galactic share price bottomed at $2.42, its lowest level in June, July, and August this year. It formed a triple-bottom pattern, a common bullish reversal sign in technical analysis.
The stock has now jumped above the 50-day Exponential Moving Average (EMA), a sign that bulls are gaining control. Also, the Relative Strength Index (RSI) has jumped to 62, a sign that the upward momentum is continuing. The ADX index has also moved to 25, a sign that bulls are in control for now.
Therefore, there is a likelihood that the stock will jump after earnings. If this happens, it will jump to the psychological level of $5.
Bank of America plánuje koupit britskou MDSec Consulting Limited a získat asi 65 specialistů na kyberbezpečnost. Akvizice má posílit detekci hrozeb, testování zranitelností a bezpečnostní inženýrství.
Key Takeaways Bank of America plans to acquire MDSec, adding about 65 cybersecurity professionals to its organization.MDSec's expertise could bolster vulnerability assessment, threat detection and security engineering.The deal reinforces BAC's technology investment as cloud, AI and digital banking expand cyber risks. Bank of America (BAC - Free Report) has been seeking to sharpen its cybersecurity capabilities, as evident from its planned acquisition of U.K.-based information-security specialist MDSec Consulting Limited. The deal, expected to close in the fourth quarter of 2026 and subject to regulatory approvals, will bring roughly 65 highly skilled cybersecurity professionals into BAC’s technology and security organization.
While the financial terms of the deal have not been disclosed yet, the transaction could add modest personnel and integration costs as MDSec’s specialists become part of Bank of America’s broader technology and cybersecurity organization. This fits within the bank’s much larger ongoing technology-investment program, which included $13 billion of technology spending in 2025.
As banking becomes increasingly digital and AI adoption accelerates, financial institutions face more sophisticated cyber threats, including automated attacks and faster exploitation of vulnerabilities. MDSec’s technical expertise will likely complement BAC’s existing security infrastructure and help the bank strengthen vulnerability assessment, threat detection and security engineering capabilities.
Cybersecurity M&A activity is rising, with AI security emerging as a particularly important area of dealmaking. This suggests that specialized cybersecurity talent and expertise are becoming strategic assets rather than outsourced technology services.
For BAC, the acquisition reinforces management’s commitment to technology, digital banking and operational resilience. Over the longer term, stronger cybersecurity could help protect the bank’s franchise and support continued digital growth as cyber risks become an increasingly important cost and competitive consideration across the banking industry.
Steps Taken by BAC’s Peers in CybersecurityJPMorgan (JPM - Free Report) has been expanding its AI and cybersecurity teams at its Seattle technology center, while building infrastructure designed to run AI securely across its data centers and external providers. JPMorgan invests more than $18 billion annually in technology, including maintaining strong security and AI-ready cyber capabilities.
Likewise, Morgan Stanley (MS - Free Report) is strengthening cybersecurity as it expands AI adoption. Morgan Stanley is working with Mythos Preview to improve its cybersecurity infrastructure, highlighting the need to address security risks associated with frontier AI models. Morgan Stanley has also emphasized that generative AI is increasing both the sophistication and speed of cyber threats, while AI-enabled defenses can improve threat detection and response.
Bank of America’s Price Performance, Valuation & EstimatesIn the past six months, BAC shares have gained 21.8% compared with the industry’s 16.5% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, Bank of America trades at a 12-month trailing price-to-tangible book (P/TB) of 2.25X, below the industry average of 3.14.
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The Zacks Consensus Estimate for BAC’s 2026 and 2027 earnings implies year-over-year growth of 22.8% and 12.7%, respectively. In the past 30 days, earnings estimates for both years have been revised higher.
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Currently, Bank of America carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bank of America uzavřela dohodu s Jio Financial Services o koupi až do 49,9% podílu v Jio Credit Limited za až ₹18 268 crore. Transakce je ještě podmíněna regulačními a zákonnými schváleními.
Bank of America's investment, including the equity shares and warrants (if fully subscribed), would be ₹18,268 crore (~$1.9 billion USD[1]). Jio Credit receives further capital to support its growth in India and expertise of a global financial services firm. The investment supports Bank of America's commitment to its global franchise with a strong local partner in India. , /PRNewswire/ -- Jio Financial Services Limited (JFSL) and Bank of America Corporation (BofA) today announced that they have signed a definitive agreement whereby BofA will acquire up to a total of 49.9% interest as a joint venture partner in JFSL's wholly-owned NBFC (non-bank financial company) lending subsidiary, Jio Credit Limited (JCL) through a preferential allotment of equity shares and warrants.
The venture will combine JFSL's digital reach and knowledge of the Indian market with BofA's global financial services expertise. Both companies share the common vision of improving clients' financial lives through state-of-the-art digital access, innovation, access to credit and strong risk management.
JCL is among India's fastest growing NBFCs, having built assets under management (AUM) of ₹30,667 crore (~$3.2 billion USD) as of June 30, 2026, within just two years of operations. The digital-first lender is focused on bridging the gap between traditional finance and modern accessibility through its diverse suite of lending products, with ambitions to responsibly continue its growth trajectory by providing borrowing opportunities across existing and new products within India.
The investment will allow BofA to expand its participation in the rapidly growing Indian market, the world's fastest growing major economy at double the global growth rate, while doing so with a partner that has local expertise and differentiated capabilities.
As India's financial sector expands alongside the nation's robust economic growth, the partnership positions the venture to capitalize on emerging growth opportunities in the industry. Beyond securing long-term capital for sustainable loan growth, the collaboration provides the venture with access to BofA's expertise related to financial services, governance, risk management, and technology.
The investment of up to ₹18,268 crore (~$1.9 billion USD), will be made through a preferential allotment of equity shares and warrants. The transaction initially gives Bank of America a 26.5% equity interest in JCL, which can go up to 49.9% upon exercise of the warrants. The transaction is subject to regulatory and statutory approvals.
Pursuant to the transaction, JCL's Board of Directors will have equal representation from both JFSL and BofA. The existing management team of JCL will continue driving the strategy and operations at the NBFC and JCL will continue to be consolidated as a subsidiary in JFSL's financial reporting.
Commenting on the proposed partnership, Mukesh D. Ambani said: "Our country's progress toward becoming Viksit Bharat by 2047 demands a financial ecosystem built on scale, trust, and inclusivity. Central to this journey is the democratization of responsible credit — characterised by lower costs for the customer, absolute transparency, and expanding access to capital as our economy grows.
Jio Financial Services is committed to making finance more seamless and simpler for Indians than ever before, leveraging new technology and anchored in the highest standards of governance. Our strategic partnership with Bank of America is a pivotal milestone in this mission. By combining our digital reach with Bank of America's global pedigree, we will eliminate friction in credit delivery for all Indians, empowering them to chart a prosperous and inclusive path forward for the entire nation."
Brian Moynihan, Chair and Chief Executive Officer, Bank of America said: "India is one of the world's most important growth markets, and this investment reflects our confidence in its future, a market we know well and have supported for decades. We are excited to become a partner with Jio Financial Services, which has achieved remarkable scale in a short period of time, growing to more than $3 billion in assets under management in just two years.
By combining Jio Financial Services' scale, local expertise and customer base with Bank of America's global reach, digital experience and close to 250 years of leadership in banking, we can help expand access to financial services and support India's continued economic growth."
About Jio Credit Limited
Jio Credit Limited (JCL, formerly known as Jio Finance Limited), a wholly owned subsidiary of Jio Financial Services Limited, is a digital-native NBFC redefining India's lending landscape. JCL bridges the gap between traditional finance and modern accessibility through a full spectrum of secured credit — from Retail assets like Mortgages and Loans Against Securities to Commercial and Supply Chain Finance. By anchoring its diverse portfolio in advanced risk frameworks, JCL delivers resilient, high-quality growth for both individuals and enterprises.
About Jio Financial Services Limited
Jio Financial Services Limited (JFSL) is a Core Investment Company (CIC) registered with the Reserve Bank of India. As a new-age institution, JFSL operates a full-stack financial services ecosystem through customer-facing subsidiaries, including Jio Credit Limited, Jio Insurance Broking Limited, Jio Payment Solutions Limited, Jio Leasing Services Limited, Jio Finance Platform and Service Limited, and Jio Payments Bank Limited.
Through a 50:50 joint venture with BlackRock, JFSL offers Mutual Funds and SIFs in India through Jio BlackRock Asset Management Private Limited; and wealth management through Jio BlackRock Investment Advisers Private Limited. The JV with BlackRock also proposes to offer broking services through Jio BlackRock Broking Private Limited.
JFSL has entered into 50:50 joint ventures with the Allianz Group, establishing Allianz Jio Reinsurance Limited for reinsurance services and Jio Allianz General Insurance Limited for general and health insurance in India. Additionally, they have signed a non-binding agreement to explore future opportunities in life insurance.
With a digital-first model, JFSL is committed to enhancing the financial well-being of Indian citizens by enabling them to borrow, transact, save, and invest seamlessly. Through the JioFinance app, customers can access a wide range of solutions including loans, savings accounts, investment products and solutions, UPI, bill payments, recharges, digital insurance, financial tracking and management tools, and more.
For more updates, please visit www.jfs.in | Follow JFSL on Instagram: @OfficialJioFinance | X: @JioFinance1 | Facebook: @JioFinance | LinkedIn: @Jio Financial Services Limited | To download the JioFinance app, click here
Bank of America
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving more than 69 million clients with approximately 3,500 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 60 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. As the #1 small business lender in the United States (FDIC), Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries and/or jurisdictions. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
For more Bank of America news, including dividend announcements and other important information, visit the Bank of America newsroom and register for news email alerts.
Forward-looking statements
Bank of America
Certain statements contained in this news release may constitute "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements represent the current expectations, plans or forecasts of Bank of America based on available information. Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts. These statements often use words like "expects," "anticipates," "believes," "estimates," "targets," "intends," "plans," "predicts," "goal" and other similar expressions or future or conditional verbs such as "will," "may," "might," "should," "would" and "could." Forward-looking statements speak only as of the date they are made, and Bank of America undertakes no obligation to update any forward-looking statement to reflect the impact of circumstances or events that arise after the date the forward-looking statement was made.
Forward-looking statements represent Bank of America's current expectations, plans or forecasts of its future results, revenues, expenses, dividends, efficiency ratio, capital measures, and future business and economic conditions more generally, and other future matters. These statements are not guarantees of its future results or performance and involve certain known and unknown risks, uncertainties and assumptions that are difficult to predict and are often beyond Bank of America's control. Actual outcomes and results may differ materially from those expressed in, or implied by, any forward-looking statements due to a variety of factors. You should not place undue reliance on any forward-looking statement and should consider all of the precautionary statements, uncertainties and risks discussed in Bank of America's filings with the Securities and Exchange Commission (SEC), including under Item 1A. "Risk Factors" of Bank of America's Annual Report on Form 10-K for the year ended December 31, 2025, and in any of Bank of America's other subsequent SEC filings.
Jio Financial Services Limited
This presentation contains forward-looking statements which may be identified by their use of words like "plans," "expects," "will," "anticipates," "believes," "intends," "projects," "estimates" or other words of similar meaning. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, product development, market position, expenditures, and financial results, are forward-looking statements. Forward-looking statements are based on certain assumptions and expectations of future events. The companies referred to in this presentation cannot guarantee that these assumptions and expectations are accurate or will be realised. The actual results, performance or achievements, could thus differ materially from those projected in any such forward-looking statements. These companies assume no responsibility to publicly amend, modify or revise any forward-looking statements, on the basis of any subsequent developments, information or events, or otherwise.
Akcie Intelu ve středu vzrostly o 4 % po navýšení nabídky akcií na 20 miliard USD. Bank of America sice čeká 4% až 5% zředění EPS, ale ponechala doporučení Buy kvůli foundry strategii.
Intel stock INTC surged 4% on Wednesday after its recent $20 billion stock offering.
While Bank of America said the stock offering may dilute earnings in the near term, the analyst sees the move as growing confidence in the chipmarker's long term foundry strategy.
BofA estimates the additional shares issued through the equity raise could dilute Intel's earnings per share (EPS) by roughly 4% to 5%.
Despite the short-term impact, the brokerage maintained its Buy rating on the stock while lowering its price target to $145 from $160.
BofA described the capital raise as a "good leading indicator" of management's increasing conviction in Intel Foundry.
While acknowledging that issuing new shares would pressure near-term EPS, the firm said expanding the foundry business and attracting additional customers could ultimately offset the dilution through stronger revenue growth and operational efficiencies.
The brokerage lowered its price target primarily to reflect the expected EPS dilution from the offering and the recent rerating across AI-compute companies, which has pushed valuation multiples higher throughout the semiconductor sector.
Intel announced earlier this week that it had upsized its planned stock offering from $15 billion to $20 billion, pricing the shares at $95 each.
The company expects net proceeds of approximately $19.7 billion, while underwriters also have a 30-day option to purchase an additional $3 billion worth of shares.
Intel CEO Lip-Bu Tan said investor appetite exceeded expectations, noting in a post on X that the offering was "oversubscribed by more than five times" the company's initial $15 billion target.
The company said customers continue to signal a "strong and sustainable demand environment" driven by unprecedented investment in AI computing.
Intel identified physical AI, purpose-built silicon, advanced packaging and external wafers as key areas of growth, adding that the proceeds would support these investments while preserving a strong balance sheet and maintaining its investment-grade credit rating.
The US government, which held a 9.9% stake before the offering, reportedly did not participate in the transaction.
According to earlier reports, Commerce Secretary Howard Lutnick approved the offering plan after discussions with Intel's chief executive.
Seeking Alpha said the enlarged equity raise strengthens Intel's financial position and provides additional capital to accelerate its manufacturing expansion, describing the timing as favorable despite the share dilution.
The report noted that Intel has steadily increased its share count over the past two years to finance its turnaround, with the latest offering expected to lift the pro forma share count to roughly 5.35 billion shares.
Pro forma cash holdings are projected to increase to about $53 billion, largely offsetting the company's debt burden.
Intel continues to invest heavily in its foundry business, including expanding manufacturing capacity and repurchasing a 49% stake in its Ireland fabrication plant.
The company also reported improving financial performance in the second quarter, with revenue rising to $16.1 billion, supported by strong growth in its data center and foundry operations.
However, Seeking Alpha cautioned that the company's recovery is still in its early stages.
It noted that while profitability has improved and operating leverage has strengthened following workforce reductions, Intel's sales outlook remains modest and the stock now trades at significantly higher valuation multiples than in previous years.
The report concluded that investors have become more optimistic about Intel's turnaround, but execution remains critical.
While the capital raise reinforces confidence in the company's long-term strategy, Intel still faces the challenge of delivering sustained growth and improving margins to justify its higher valuation.
Lowe's (LOW - Free Report) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on August 19, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis home improvement retailer is expected to post quarterly earnings of $4.23 per share in its upcoming report, which represents a year-over-year change of -2.3%.
Revenues are expected to be $26.18 billion, up 9.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.29% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Lowe's?For Lowe's, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.77%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Lowe's will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Lowe's would post earnings of $2.96 per share when it actually produced earnings of $3.03, delivering a surprise of +2.36%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Lowe's doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Retail - Home Furnishings industry, Home Depot (HD - Free Report) , is soon expected to post earnings of $4.71 per share for the quarter ended July 2026. This estimate indicates a year-over-year change of +0.6%. Revenues for the quarter are expected to be $47.5 billion, up 4.9% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Home Depot has remained unchanged. Nevertheless, the company now has an Earnings ESP of +1.09%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Home Depot will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Travelers za poslední rok vzrostl o 39,5 % a výrazně překonal odvětví i širší trh. Firma těží z disciplinovaného upisování, rekordního nového byznysu a silného růstu investičních výnosů.
Key Takeaways Travelers benefits from disciplined underwriting, record new business and solid renewal premium change. TRV expects investment income to grow as its portfolio expands and reinvestment yields remain elevated. TRV invests more than $1.5 billion annually in technology, including AI, pricing and digital platforms. Shares of The Travelers Companies, Inc. (TRV - Free Report) have gained 39.5% in the past year, outperforming the industry, the Finance sector and the Zacks S&P 500 composite’s growth of 8.2%, 13.4% and 21.8%, respectively.
The insurer has a market capitalization of $78.34 billion. The average volume of shares traded in the last three months was 1.9 million.
Image Source: Zacks Investment Research
TRV Trading Above 50-Day and 200-Day Moving AveragesShares of Travelers closed at $375.61 on Tuesday and are trading above the 50-day and 200-day simple moving averages (SMA) of $340.08 and $304.19, respectively, indicating solid upward momentum. SMA is a widely used technical analysis tool to predict future price trends by analyzing historical price data.
TRV Shares are AffordableIts shares are trading at a discount to the Zacks Property and Casualty Insurance industry. Its price-to-book value of 2.37X is lower than the industry average of 17.2X, the Finance sector’s 4.5X and the Zacks S&P 500 Composite’s 7.34X
The company has a Value Score of B. This style score helps find the most attractive value stocks.
Image Source: Zacks Investment Research
Shares of other insurers like The Allstate Corporation (ALL - Free Report) , W.R. Berkley Corporation (WRB - Free Report) and The Progressive Corporation (PGR - Free Report) are also trading at a multiple higher than the industry average.
TRV’s Growth Projection EncouragesThe Zacks Consensus Estimate for Travelers’ 2026 earnings per share indicates a year-over-year increase of 22.5%. The consensus estimate for 2027 revenues indicates an increase of 2.9% from the corresponding 2026 estimates. Travelers beat earnings estimates in each of the past four quarters, with an average surprise of 41.68%.
Optimist Analyst Sentiment on TRVEach of the 17 analysts covering the stock has raised estimates for 2026, and 13 of the 16 analysts have raised the same for 2027 over the past 30 days. Thus, the Zacks Consensus Estimate for 2026 and 2027 earnings has moved up 19.4% and 5.2%, respectively, in the past 30 days.
Travelers’ Favorable Return on CapitalReturn on equity (ROE) for the trailing 12 months was 25.4%, which compared favorably with the industry’s 7.7%. This reflects its efficiency in utilizing shareholders’ funds. Sustained operational excellence helped generate double-digit core ROE in nine out of the last 10 years. Travelers aims to generate mid-teens core ROE over time.
Also, return on invested capital (ROIC) has been increasing over the last few quarters as the company raised its capital investment over the same time frame. This reflects TRV’s efficiency in utilizing funds to generate income. ROIC in the trailing 12 months was 15.6%, better than the industry average of 5.8%.
Factors Favoring TravelersTravelers is benefiting from strong underwriting discipline and healthy performance in its Business Insurance segment, which remains a key long-term growth driver. Renewal premium change remained solid, while record new business and double-digit pricing in key commercial lines reflect strong execution and market share gains. Strong underwriting profitability, disciplined risk management and improving Personal Insurance margins continue to support earnings growth and margin stability for TRV.
Travelers’ investment results continue to be primarily driven by strong, reliable returns from its growing fixed-income portfolio and higher returns from its non-fixed-income portfolio. Management continues to expect fixed income net investment income of about $840 million after tax in the third quarter and roughly $870 million in the fourth quarter. It also expects fixed income earnings to grow beyond 2026 as the portfolio expands and reinvestment yields remain above the embedded rate.
Travelers continues to invest heavily in technology to improve underwriting, claims and distribution partner experience. Management indicated that it invests more than $1.5 billion annually in technology, including an AI strategy, while pursuing ongoing upgrades to pricing models and field tools. New product enhancements and digital platforms such as TRAVIS and TCAP are helping drive market share gains and stronger distribution relationships.
Risks for TRVExposure to catastrophe events, primarily from severe wind and hail storms and winter storms across multiple states, remains a recurring source of underwriting variability for property and casualty insurers. Management continues to describe weather-related severity as an ongoing feature of the loss environment, which can drive quarter-over-quarter earnings swings and complicate near-term margin expectations.
Rising reinsurance costs can reduce earnings and constrain underwriting flexibility, particularly after periods of elevated global catastrophe activity.
Higher repair costs and other inflation-linked inputs can lift claims severity in both auto and homeowners lines and challenge pricing and retention.
ConclusionStrong underwriting, healthy premium growth, rising investment income and sustained pricing strength bode well for future earnings growth. However, catastrophe losses, rising reinsurance costs and inflation-driven claims severity remain the key concerns.
TRV has a track record of 22 consecutive years of dividend increases, with a compound annual growth rate of 8% over that period. Its current dividend yield of nearly 2% is much better than the industry average of 0.3%, making it an attractive pick for yield-seeking investors.
Coupled with an impressive dividend history, solid growth projections, favorable return on capital and optimistic analyst sentiment, the time appears right for potential investors to bet on this Zacks Rank #1 (Strong Buy) insurer. You can see the complete list of today’s Zacks #1 Rank stocks here.
Spectrum a Optimum v září obnoví vzájemné šíření Spectrum News NY1 a News 12 v New Yorku. Zákazníci Optimum v Texasu a Severní Karolíně navíc získají přístup ke Spectrum News.
Agreement Restores Spectrum News NY1 and News 12 in New York Market, Brings Spectrum News to Optimum TV Customers in Texas and North Carolina, and Expands Advertising Capabilities Through Spectrum Reach
Key Takeaways
The companies will restore reciprocal carriage of Spectrum News NY1 and Optimum's News 12 in the New York market in September, providing viewers with greater access to trusted hyperlocal news. Optimum TV customers in Texas and North Carolina will soon gain access to Spectrum News' award-winning local journalism, expanding local news and weather coverage for customers. Optimum and Spectrum Reach are expanding their advertising relationship, combining Optimum's longstanding local customer relationships with Spectrum Reach's scale and advanced advertising capabilities to deliver enhanced solutions for advertisers. , /PRNewswire/ -- Spectrum and Optimum today announced a new strategic agreement that expands access to trusted local news for television customers while strengthening advertising capabilities across key markets. Together, the companies are building on their shared commitment to delivering greater value for customers, advertisers and the communities they serve.
The agreement restores Spectrum News NY1 to Optimum TV customers and News 12 to Spectrum TV customers across the New York metropolitan area in September, ensuring viewers have access to two of the region's most trusted local news brands. The agreement also will introduce Spectrum News to Optimum TV customers in Texas and North Carolina soon. Customers will gain access to Spectrum News' award-winning local news networks, providing around-the-clock local news, weather, breaking news and community coverage.
"Together, we're expanding access to trusted local journalism while creating even greater value for our customers," said Mike Bair, Executive Vice President, Spectrum Networks. "Our local news teams are deeply connected to the communities they serve, and we're pleased to bring that reporting to even more viewers while restoring access to iconic local news brands across the New York market."
"This agreement reflects our continued focus on delivering the content and experiences our customers value most," said Keith Bowen, President of News, Programming & Business Services, Optimum. "By expanding local news offerings and strengthening our advertising capabilities through this collaboration with Spectrum, we're enhancing the customer experience while positioning our business for continued growth. It's a great example of how two industry leaders can work together to better serve viewers, advertisers and the communities we both call home."
Expanding Local News for Customers
Spectrum News and News 12 are two of the nation's leading local news brands, each delivering around-the-clock coverage of the stories, weather, politics and breaking news that matter most to the communities they serve.
Through this agreement, in the New York metropolitan area, the companies will also restore reciprocal carriage of Spectrum News NY1 and News 12 in September, giving Optimum customers renewed access to NY1's trusted coverage of New York City while restoring News 12 – one of the nation's premier hyperlocal news networks—to Spectrum customers. Optimum TV customers in Texas and North Carolina will gain access to Spectrum News' award-winning local journalism soon, expanding the company's local news offering in those markets while extending the reach of Spectrum News to even more viewers.
Together, the agreement expands access to trusted local journalism, ensuring more viewers have access to the reporting, weather and community coverage that matters most where they live.
Strengthening Advertising Solutions
As part of a separate agreement, Spectrum Reach will provide advertising sales representation for Optimum's West markets, which include approximately 30 Designated Market Areas (DMAs) across the central, southern and western United States.
The arrangement combines Optimum's deep customer relationships and local market expertise with Spectrum Reach's advanced advertising capabilities, operational scale and multiscreen solutions, creating a more seamless experience for advertisers. Together, the companies will offer businesses expanded opportunities to reach audiences across television and digital platforms with greater efficiency, insight and scale.
The enhanced operating model positions both organizations to better serve advertisers as consumer viewing habits continue to evolve, while supporting continued innovation and long-term growth across their advertising businesses.
About Spectrum Networks
Spectrum Networks is a series of 24/7 news and sports networks owned and operated by Charter Communications, Inc. (NASDAQ:CHTR), a leading broadband connectivity company with services available to nearly 59 million homes and small to large businesses in 41 states, supported by our 100% U.S.-based employees. Spectrum Networks carry distinct, comprehensive, and exclusive local programming on over 35 networks across Spectrum's footprint.
In recent years, Spectrum News has:
Launched several new local linear news networks – including Spectrum News Tennessee, in June, as well as Spectrum News Georgia, in late 2025; Expanded with a streaming news network, Spectrum News+ and a Spanish-language news network, Spectrum Noticias; Introduced a mobile app, which now has over 6 million downloads; Acquired New England Cable News (NECN), which will make its news available to viewers throughout New England; Since the beginning of 2025, Spectrum News has expanded its distribution to Xfinity TV customers in California, Connecticut, Houston, Northern New Jersey, Orlando and Tampa. Plans are underway to expand its reach into additional markets pending the close of the transaction with Cox Communications. More information on Spectrum Networks is available at spectrumlocalnews.com.
About Optimum Communications, Inc.
Optimum Communications, Inc. (NYSE: OPTU) is one of the largest broadband communications providers in the United States, delivering high-speed internet, video, mobile, and voice services to approximately 4.2 million residential and business customers across 21 states. As a brand built for the future, Optimum is committed to reimagining connectivity and delivering exceptional experiences through next-generation technology and customer-first innovation. The Company also operates Optimum Media, an advanced advertising and data solutions business that enables local, regional, and national brands to reach audiences across screens with precision and scale. Additionally, News 12 – its award-winning hyperlocal news network – provides trusted, community-focused journalism across the tri-state area and beyond.
More information can be found at optimum.com/about-us/.
Solana se ve středu jen těsně vyhnula úplnému zamrznutí, když výpadek routingu vyřadil téměř 29 % stakovaných tokenů. Marinade uvedla, že síť byla asi 20 milionů tokenů od hranice, po níž se finalita zastaví.
Solana neared the network freeze threshold Wednesday. (Marinade)Summary
A routing failure at a major data center provider briefly knocked nearly 29% of Solana’s staked tokens offline, bringing the network close to a full halt, according to staking platform Marinade.Because Solana stops finalizing transactions if more than one-third of staked tokens go offline, the incident left the network within about 20 million tokens of a freeze similar to a five-hour outage in February 2024.The glitch, traced to a bad internet route originating at Teraswitch’s Miami facility and spreading to data centers in Europe and Asia, exposed the risk of relying on a single connectivity provider that controlled more than a quarter of all staked tokens.Solana nearly froze on Wednesday morning when a routing glitch at a major data center provider knocked almost 29% of the network’s staked tokens offline, staking platform Marinade said.
Finality, the point at which blockchain transactions become irreversible, stops if more than a third of the coins staked go dark. Staking refers to act of locking coins in a blockchain network to secure it in return for rewards.
Marinade said that the network came within about 20 million tokens of that threshold. Roughly 90 validators were hit and together lost 333 SOL in rewards, a relatively small sum that will be covered by “validator bonds.”
“If delinquency had gone past a third, nothing finalizes for anyone holding SOL anywhere, and there's no bond for that. The February 2024 halt took about five hours to restart,” Marinade said in an explainer post.
Solana is one of the leading smart contract blockchains, with assets worth $4.3 billion locked in DeFi protocols operating on the network. The blockchain has built a reputation as a faster and cheaper alternative to industry leader Ethereum, but has faced several outages in the past.
The latest issue started with a bad internet route from Teraswitch’s Miami facility that then spread to data centers across Europe and Asia, cutting off validators in London, Amsterdam, Frankfurt, Singapore and Tokyo. North America stayed online. The company fixed the issue in about 10 minutes, and traffic was flowing again by 4:16 a.m. UTC.
One single network operator, identified as AS2032, controlled more than a quarter of all the tokens people had locked up to secure the network, which was more than the Solana-prescribed safety limit. Almost all of those tokens went offline at the same time. Other companies lost another 14 million tokens in the same short period. Most of the affected validators, including the big one called Helius, stayed offline for the full 33 minutes because their backup systems never switched on.
This whole event is a clear warning: if more than one-third of the network’s tokens ever go offline at once, the entire blockchain freezes for every single person holding SOL, and there is no quick way to fix the bigger damage that would follow.
AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk's full AI Policy.
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Building the Zcash Machine: Tachyon and Quantum Readiness
Building the Zcash Machine: Tachyon and Quantum Readiness
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Jun 30, 2026
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Why it matters:
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
TSMC a Sony uzavřely závaznou dohodu o založení společného podniku v Kumamotu na vývoj a výrobu snímačů obrazu pro chytré telefony. Sériová výroba má začít v roce 2029.
Key Takeaways TSMC and Sony will establish a Kumamoto JV focused on smartphone image sensors.TSMC will provide advanced process technology, while Sony leads sensor development and design.TSMC plans to invest 282 billion yen, while Sony will contribute nearly 465 billion yen. Taiwan Semiconductor Manufacturing Company (TSM - Free Report) , or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with volume production set to start in 2029.
The latest move follows the non-binding memorandum of understanding (MOU) the companies signed in May to pursue a strategic partnership for next-generation image sensor development and manufacturing. The collaboration also aims to explore emerging opportunities in physical AI, including applications in automotive and robotics.
The deal, however, is still subject to required regulatory approvals and other customary closing conditions. Upon closing, Sony will serve as the JV’s sole controlling shareholder, while the venture is planned to operate as a consolidated subsidiary of Sony Group Corporation. Sony is also expected to appoint its representative director.
Under the strategic partnership, TSMC will provide its advanced process technology and manufacturing expertise to drive development and manufacturing activities required for volume production, while Sony will lead the development of core image sensor technologies, along with product planning and design. The collaboration is expected to help accelerate the commercialization of image sensor products based on customer needs while advancing technological innovation and expanding manufacturing capacity.
As part of the agreement, TSMC plans to invest approximately 282 billion yen in cash into the JV, while Sony plans to contribute nearly 465 billion yen through a combination of cash and asset transfers via a company split. The capital contributions are expected to be made in phases based on market demand and other relevant business conditions. Additional investments required to achieve the JV’s planned production capacity are also under consideration, with support from the Japanese government.
TSM’s Peer UpdatesAMD (AMD - Free Report) announced a definitive agreement to acquire Taalas, a leader in specialized AI inference silicon. Founded in 2023 and headquartered in Toronto, Canada, Taalas’ technology optimizes inference dataflows, significantly reducing compute and memory bottlenecks associated with general-purpose architectures and enabling highly optimized AI inference capabilities. The acquisition comes as AI inference emerges as one of the fastest-growing areas of the AI market and workloads become more specialized, helping bolster AMD’s long-term AI roadmap with specialized inference technology and engineering expertise.
Broadcom Inc. (AVGO - Free Report) announced new updates to VMware vDefend and VMware Avi Load Balancer to deliver rapidly deployed, intelligently operated and high-performance multi-layer cyber defense. These enhancements expand private cloud security capabilities, optimize infrastructure costs and use AI-powered automation to simplify operations for overextended IT teams. With vDefend and Avi Load Balancer, enterprises can build a more cyber-resilient private cloud with VMware Cloud Foundation (VCF) while delivering scale-out workload security, operational efficiency and rapid rollout.
The Zacks Rundown for TSM StockSo far this year, TSMC shares have rallied 38.9% compared with the 37.7% rise of the industry.
Image Source: Zacks Investment Research
TSM currently trades at a forward, 12-month Price/Sales (P/S) of 11.14X compared with its historical median of 11.02X and the industry average of 11.04X.
Image Source: Zacks Investment Research
Take a look at how TSMC’s earnings projections have been shaping up.
Image Source: Zacks Investment Research
Taiwan Semiconductor sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Francisco Partners koupí Moneris od BMO a RBC za 2 miliardy CAD, tedy přibližně 1,4 miliardy USD. Součástí dohody jsou i dlouhodobé exkluzivní referral smlouvy s oběma bankami.
Moneris Solutions Corp., a Canadian provider of payments and commerce solutions that is jointly owned by BMO and Royal Bank of Canada (RBC), is set to be acquired by global investment firm Francisco Partners, Moneris said in a Monday (Aug. 10) press release.
Francisco Partners has entered into a definitive agreement to acquire Moneris from BMO and RBC for 2 billion Canadian dollars (about $1.4 billion). Subject to customary regulatory approvals and closing conditions, the transaction is expected to close by the end of the first quarter of BMO and RBC’s fiscal year 2027, according to the release.
In addition, the company has established long-term referral agreements with both BMO and RBC that will see the banks exclusively refer customers to Moneris, the release said.
As part of the transaction, Jeff Sloan, former president and CEO of Global Payments, will join Moneris as chairman, complementing the company’s existing leadership team, per the release.
Moneris offers eCommerce and omnichannel solutions, point-of-sale hardware and software, integrated business tools, and data and insights; serves businesses of all sizes across Canada; and helps businesses accept and manage payments in one out of three transactions across the country, according to the release.
Moneris President and CEO James Hicks said in the release: “This announcement marks an exciting next step in Moneris’ continued evolution as the company that powers Canadian commerce.”
Francisco Partners Principal Nate Zupan said in the release: “With Jeff Sloan’s deep industry expertise and strategic counsel as chairman, we are excited to support the Moneris team as they continue to deliver the technology, scale and reliability Canadian businesses need to thrive in an increasingly digital and AI-driven economy.”
In its own Monday press release about the sale of the jointly owned company, BMO said that its share of the 2 billion Canadian dollar transaction is 50%.
“Through our ongoing referral arrangements, clients will continue to benefit from the trusted support and solutions they rely on today,” Sharon Haward-Laird, group head, Canadian Commercial Banking & North American Integrated Solutions, and co-head Canadian Personal & Commercial Banking, BMO, said in the release.
RBC said in a Monday press release that its share of the transaction is 50% and that Moneris’ exclusive long-term customer referral arrangements with RBC and BMO will ensure that new and existing business clients continue to receive Moneris’ support and solutions.
“We’re eager to see the accelerated investment in innovation and modernized solutions Moneris will bring to our valued business clients and the Canadian market,” Sean Amato-Gauci, group head, Commercial Banking, RBC, said in the release.
It was reported in August 2025 that RBC and BMO were exploring a sale of Moneris, which they founded in 2000.
Key Takeaways AGNC offers a 13.2% yield and has a record of paying out monthly dividends to investors.AGNC had $7.5B in liquidity and 7.4X leverage as of June 30, 2026.Lower mortgage rates could ease funding pressures, widen spreads and support AGNC's dividend. One of the most closely watched aspects of AGNC Investment Corp.’s (AGNC - Free Report) financial profile is its dividend policy. This publicly traded mortgage real estate investment trust (mREIT) offers attractive long-term returns and a high dividend yield that appeals to income-focused investors.
Income-seeking investors have a large appetite for REIT stocks, as U.S. law requires REITs to distribute 90% of their annual taxable income as dividends. AGNC has a record of paying out monthly dividends, currently yielding a staggering 13.2%. This is impressive and attracts investors as it represents a steady income stream.
Dividend Yield
Image Source: Zacks Investment Research
Dividends aside, AGNC has a share repurchase plan in place. In October 2024, the company’s board of directors terminated the existing stock repurchase plan and replaced it with a new plan authorizing it to repurchase up to $1 billion of common stock through Dec. 31, 2026. As of March 31, 2026, the full authorization was available for repurchase. It plans to buy back shares only when the repurchase price is lower than the then-current estimate of tangible net book value per common share. The buyback program will enable it to respond to the volatility in its stock and boost shareholders’ wealth.
The company enjoys a decent financial position. As of June 30, 2026, AGNC Investment’s liquidity, including unencumbered cash and Agency MBS, was $7.5 billion. The company’s leverage rose modestly to 7.4X at the end of the second quarter 2026.
With relatively lower mortgage rates, operational and funding pressures may ease, expanding net interest spreads. This could boost AGNC Investment's profitability and enhance its ability to maintain, or even increase, its dividend in the near term.
How AGNC Competes With NLY & ABR in Terms of DividendsAGNC Investment’s peers, such as Annaly Capital Management, Inc. (NLY - Free Report) and Arbor Realty Trust, Inc. (ABR - Free Report) , have also been focusing on maintaining shareholder returns through consistent dividend payouts.
Annaly’s dividend yield is currently a staggering 13.1%. In the past five years, Annaly has increased its dividends twice. At June 30, 2026, it had $9.6 billion in assets available for financing, including $5.5 billion in cash and unencumbered Agency MBS. A solid liquidity position supports Annaly's capital distribution in the future.
Alternatively, Arbor Realty has a dividend yield of 12.7%. In the past five years, ABR has raised its dividend eight times. As of June 30, 2026, Arbor Realty had cash and cash equivalents of $583 million against long-term debt of $5.2 billion. Such a narrow liquidity cushion raises concerns about the sustainability of its capital distribution in the long term.
AGNC Investment’s Price Performance & Zacks RankOver the past year, AGNC shares have gained 12.8% against the industry’s decline of 2.8%.
Price Performance
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SiriusXM uzavřela s Alphabet partnerství, v němž bude exkluzivně zastupovat americký audio reklamní inventář YouTube. Firma tím může získat nový zdroj růstu tržeb.
Sitting quietly in Berkshire Hathaway's portfolio is SiriusXM Holdings (SIRI -1.14%), which only accounts for 1.1% of the conglomerate's total portfolio. Looking a little more closely, however, shows that while its stake is small as a percentage in the portfolio, Berkshire still owns a huge chunk of the company itself: 37%.
The stock price has been on a good run in 2026, climbing nearly 50% as of this writing. But going back a little further, it's also lost 50% over the past five years. It's dealing with subscriber slowdown and increased competition, which will continue to be difficult to navigate.
That said, SiriusXM announced a deal with Alphabet that was easy to overlook but could be a meaningful long-term driver of revenue growth for the satellite radio company.
Image source: Getty Images.
The SiriusXM and Alphabet audio deal SiriusXM announced a partnership with YouTube (owned by Alphabet) in April, making it the exclusive advertising representative of YouTube's U.S. audio advertising inventory. In addition to its video content, YouTube offers podcasts, talk shows, and music channels, which are all ripe for advertising opportunities. The ad process will be handled by SiriusXM Media and the platform AdsWizz, which SiriusXM owns.
Through the deal, which is supposed to kick off in the fall, SiriusXM can generate revenue by handling the ad process. But it could also be a cross-selling boost for the company, as advertisers may want to run ads on SiriusXM-run stations in addition to YouTube to increase an ad campaign's exposure.
Reaching potential customers in audio format Despite all the worry about how artificial intelligence is changing the search engine landscape, Alphabet is still generating hundreds of billions of dollars in ad revenue. That's because in terms of reach, advertisers still know Alphabet's search engine, Google, is a premier destination for looking something up online.
SiriusXM can operate in a similar capacity for advertisers. Instead of connecting advertisers to search engine users, SiriusXM connects advertisers with listeners through its extensive reach in the audio entertainment space. But that's more of an operational comparison than an example of what's possible in terms of revenue. In 2025, Alphabet generated $294.6 billion in just ad revenue, while SiriusXM's 2025 full-year revenue totaled $8.5 billion. SiriusXM will never haul in anywhere near what Alphabet makes in advertising.
That said, while it's difficult to put a dollar figure on what managing audio ads for other platforms could generate, the process can still become a meaningful revenue driver for SiriusXM.
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The global podcast advertising market alone is expected to grow from $28.5 billion in 2026 to $38.5 billion by 2030, according to Grand View Research. And its current advertising revenue is showing steady progress; for the first six months of 2026, SiriusXM's total advertising revenue reached $861 million, a 4.2% increase from the first six months of 2025.
While it won't ever become an advertising powerhouse like Alphabet, handling the audio ad process for other platforms could become a new revenue growth engine for SiriusXM. And over the long term, that could continue to ignite investor enthusiasm, helping to extend the stock price's nearly 50% climb over the last year and reversing its 50% loss over the last five years.
