Jediná on-chain peněženka převedla 150 milionů USDT z Aave do spořicího produktu spUSDT od Spark v době, kdy úrokové sazby z úvěrů na Aave dosahovaly dvouciferných hodnot.
A single on-chain wallet has pulled $150 million in USDT out of Aave and parked it in Spark’s USDT Savings product, known as spUSDT.
The withdrawals coincided with double-digit borrowing rates. Stablecoin borrowers usually expect single digits, so that kind of reading tends to be a sign of strain rather than a feature.
Why a $150 million move matters When a depositor of this size walks away, the pool gets thinner. On rate models driven by supply and demand, a thinner pool means pricier loans for everyone still borrowing.
The destination matters too. Spark operates within the Sky ecosystem, and its pitch leans on rate limits and peg stability rather than the free-floating, supply-and-demand approach Aave uses.
The KelpDAO hangover The story starts on April 18, 2026, when the KelpDAO rsETH exploit hit. The incident left Aave with roughly $195 million in bad debt, largely because rsETH used as collateral turned out to be unbacked.
The reaction was swift. Aave saw estimated net outflows of $10 to $16 billion shortly after the exploit, according to the research findings, with total value locked falling from approximately $48.5 billion to $30.7 billion in just over three days.
Spark was one of the clearest beneficiaries. It recorded $2.4 billion in net deposit inflows after the KelpDAO incident, capturing more than 15% of Aave’s outflows. Broader estimates of SparkLend and its savings vaults put net inflows over the period somewhere between $1 billion and $2.4 billion.
The spUSDT vault in particular had a moment. By April 23, 2026, it had surpassed $1 billion in deposits with yields around 3%, before settling at approximately $600 million by October 7, 2026.
Integrations helped. Spark’s savings products have been plugged into platforms such as the OKX app, which lowers the friction for users who might otherwise never touch a DeFi interface directly.
A flight to boring The $150 million transfer is a useful snapshot of what large holders appear to want right now. The motivation, based on the research, looks like a preference for liquidity and risk controls over squeezing out the last basis point of yield.
It also shows how concentrated DeFi liquidity can be. One wallet moving $150 million is enough to register on a lending market, and a handful of similar moves can shift borrowing costs for thousands of smaller users who never made a decision at all.
What this means for Aave, Spark and DeFi lenders For Aave, the immediate issue is confidence. The protocol remains one of the largest lending markets in crypto, but sustained withdrawals by big depositors keep pressure on utilization, and the double-digit borrowing rates seen alongside this exit show how quickly that pressure can reach borrowers.
For Spark, the challenge is different. Winning deposits during a competitor’s crisis is one thing, and the slide in spUSDT from over $1 billion to around $600 million suggests some of that capital is restless. A fresh $150 million deposit helps that number, but it also adds concentration risk.
For the wider DeFi lending sector, the episode is a live stress test of design choices. Aave’s market-driven rates react fast to supply and demand, while Spark’s approach prioritizes stability and controlled flows. The research frames the post-KelpDAO shift as a possible reassessment of protocols around sustainability and reliability rather than raw yield.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
The deal merging Paramount Skydance and Warner Bros. closed on Tuesday, bringing with it new questions about the future of the companies’ flagship streaming services: Paramount+ and HBO Max.
What will that mean for streaming consumers? So far, the new company hasn’t said much.
Unification “over time”Skydance announced that consumers can expect improvements in its streaming products, as well as a unification into a single service “over time,” according to a press release Tuesday.
The exact timeline of this unification has not been announced.
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Skydance has also not announced a pricing plan for the consolidation. Subscriptions to Paramount+ starts at $8.99 per month while HBO Max plans start at $10.99 per month.
What about bundles?Existing bundles like the Disney+, Hulu, and HBO Max package have historically brought together brands in a strategic collaboration to make access to different shows and movies across platforms more cost-efficient.
With the completion of the merger, HBO Max said in a company update that there are no plans for price or bundle changes “for now,” but hinted that new bundle options could be on the way.
Rivian Automotive Inc (NASDAQ:RIVN) received the full $1 billion commitment from Volkswagen Group (XETRA:VOW) on Wednesday, with the proceeds distributed to the electric-vehicle maker for general corporate purposes.
The funding was provided under the companies’ existing joint venture agreement through two linked $1 billion loans involving the joint venture and a Rivian subsidiary.
The joint venture borrowed $1 billion from a Volkswagen entity under Loan A at a fixed interest rate of 5.93%, while a Rivian subsidiary borrowed $1 billion under Loan B at a fixed rate of 6.03%.
The Rivian subsidiary used proceeds from the second loan to make a distribution to Rivian, providing the electric-vehicle maker with the full $1 billion commitment.
The Loan B facility is non-recourse to Rivian and is secured by the company’s 50% equity interest in the joint venture.
Both loans mature on October 7, 2036, with principal repayments beginning in 2029 at $100 million a year through two $50 million installments.
The remaining balances will be due when the loans mature in 2036, according to the filing.
Rivian said neither loan is guaranteed by the company, limiting its liability under the second loan to certain agreements, representations and warranties.
The structure allows Rivian to access the committed funding while using its equity interest in the joint venture as security rather than providing a broader corporate guarantee.
The transaction comes under the companies’ existing partnership, through which Volkswagen has committed substantial funding to support Rivian’s technology and electric-vehicle development.
Rivian can use the $1 billion distribution for general corporate purposes, providing additional funding as the electric-vehicle maker continues to invest in its operations and vehicle programs.
BioNTech SE (BNTX -2.47%) is still widely viewed as a COVID-19 vaccine maker, but that picture is quickly changing. The company has quietly built a broad late-stage cancer pipeline spanning multiple promising treatments for different cancer types.
With the stock trading below $100, investors may be overlooking the significant upside the company can deliver by expanding its oncology portfolio.
Image source: Getty Images.
From COVID vaccine maker to multi-product cancer company BioNTech is a very different company following the COVID-19 pandemic, having expanded its oncology portfolio, which now spans multiple cancer types.
That pipeline has moved much further along than many investors realize. BioNTech said it has more than 25 phase 2 and phase 3 oncology trials underway and is targeting 15 phase 3 trials by the end of 2026. It's now approaching the point where several of these programs could potentially become commercial products.
And that brings us to the most important piece of BioNTech's pipeline: pumitamig. The opportunity is broad because the company isn't developing this exciting new drug for just one cancer. Specifically, it's being tested across multiple types of solid tumors, including lung, breast, gastric, and kidney cancers, to name a few.
The company is also combining pumitamig with other therapies rather than treating it as a stand-alone product. Should the trials be successful, the drug could become an overall game changer in cancer therapy.
The late-stage pipeline keeps expanding across tumor types One interesting aspect of BioNTech's pipeline is its novel-novel combination strategy. The company is testing pumitamig alongside other kinds of cancer therapies. Essentially, the goal is to build combinations that attack tumors in different ways.
That matters because BioNTech isn't trying to win with one blockbuster drug alone. Instead, it's positioning itself around a portfolio of cancer medicines that can potentially be combined.
In a recent publication, BioNTech identified at least 17 late-stage data readouts through 2030 and beyond, spanning lung, breast, gastrointestinal, and other cancers. The company sees these programs as building blocks for becoming a multi-product oncology company.
Notably, BioNTech is still developing its nRNA oncology platform. BNT113 is in phase 3 development for HPV16-positive head and neck cancer, while autogene cevumeran is being developed as a personalized cancer vaccine for colorectal, pancreatic, and other cancers.
That means investors don't need every program to succeed, since a diversified pipeline can create significant value if several drugs prove effective as they move toward commercialization. The upside could be even greater if some of those drugs are used for multiple tumor types or in combination with one another.
Partnerships add another layer of support. BioNTech has collaborated with companies such as Bristol Myers Squibb, Duality Biologics, and Genentech, enabling it to share development capabilities across its portfolio.
BioNTech's pivot away from COVID hasn't been painless. Revenue fell by about 60% year over year in its latest quarter, and losses widened as the company poured more money into oncology research, even as it named incoming CEO Guido Oelkers to help steer that transition.
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But the good news is that BioNTech's balance sheet gives the company plenty of room to move ahead. The company ended the quarter with more than 16 billion euros in cash and securities, providing a cushion to fund its pipeline while it waits on catalysts, including roughly 600 million euros in Bristol Myers Squibb collaboration revenue expected later this year.
What matters now is what the company's oncology portfolio could become. Investors today are gaining exposure to a deep late-stage oncology pipeline, with multiple cancer drugs that offer real diversification. If pumitamig and other late-stage candidates continue to deliver positive data, BioNTech could be closer to becoming a major oncology player than the market realizes.
And with the stock trading below $100, now could be a compelling entry point for investors willing to look past the COVID-era narrative.
Hedera představila Agent Accounts, které AI agentům umožní provádět autonomní platby v rámci pravidel uložených on-chain, aniž by měly přístup k privátním klíčům. Spuštění mainnetu je plánováno na 2. čtvrtletí 2027.
AI agents are getting remarkably good at reasoning, planning, and taking action. What they have not had (until now) is safe, programmable guardrails.
Giving an AI agent access to your wallet is not a solution. Handing over private keys introduces risk that no guardrail can fully offset. And relying on human approval for every transaction defeats the purpose of autonomous AI. The result is a gap that has quietly limited what agents can actually do in the real world: they can think, but they cannot transact.
Hedera Agent Accounts are built to close that gap.
Introducing Hedera Agent Accounts: programmable, non-custodial spending accounts on Hedera that give your AI agent the ability to transact autonomously (paying for APIs, accessing data, settling invoices, and making purchases on your behalf) within a set of rules you define, enforced on-chain, with your private keys never leaving your wallet.
What is a Hedera Agent Account? An Agent Account is a spending account you create for your AI agent, funded from your existing Hedera wallet. Think of it as giving your agent its own budget with strict guardrails; not access to your full account.
Using the Agent Account web app, you connect your existing Hedera wallet, assign an agent to the account, and configure the rules that govern how and where it can spend. Those rules (daily spending limits, per-transaction caps, an approved list of merchants and recipients) are then locked into a smart contract on the Hedera network itself. Not stored on a company server. Not adjustable by anyone except you.
From that point, your agent can transact autonomously within those boundaries, 24/7, without you needing to approve every action.
How it works Connect your existing Hedera wallet
No new wallet to set up. Agent Accounts work with your existing Hedera account. You provision the account, assign an agent, and set an overall spending allowance; all from the Agent Account app.
Set your rules
Before your agent spends a single dollar, you define exactly how it can operate: a total spend limit, a daily cap, a per-transaction maximum, and an allowlist of recipients and merchants the agent is permitted to pay. These rules are written to a smart contract on the Hedera network and cannot be overridden; not by the agent, and not by Hedera.
Let your agent run
Once configured, your agent handles the rest. It can pay for APIs, access gated data, purchase services, and settle transactions; all without waiting on you. Any endpoint, merchant, or seller that accepts HBAR or USDC on Hedera can receive payment from an autonomous AI agent.
Inspect every action
Every policy, transaction, and agent action is preserved on Hedera’s Consensus Service, giving you a verifiable, tamper-proof audit trail of exactly what your agent did and what you authorized.
Your money stays yours A few things worth being explicit about, because they matter:
Funds never leave your account until the moment of purchase. The agent does not hold a balance. It sends spend requests to the smart contract, which validates them against your rules and executes the transaction. Nothing moves until the moment a valid, policy-compliant purchase is made.
Your agent never sees your private key. Ever. The Agent Account system is designed so that authorization lives at the smart contract layer; your keys are never exposed to the agent runtime.
You can shut it all down in one click. If you want to pause or revoke an agent’s spending, you can do it instantly from your wallet. No support ticket. No waiting period.
Works with any agent, any token Agent Accounts are backed by the Agentic Payment Services (an MCP server, REST API, and relayer) which means any AI agent that speaks MCP or REST can plug in. Claude, Cursor, ChatGPT, self-hosted agents, custom-built runtimes; if it can make an API call, it can transact with an Agent Account.
Agents can pay in HBAR, USDC, or other Hedera tokens, making Agent Accounts practical for real-world commerce, not just on-chain activity. Agent Accounts are also compatible with x402 purchases, opening the door to a growing ecosystem of pay-per-request APIs and services.
For API and service providers on the receiving end: payments arrive from verified, policy-bound agents with cryptographic proof of user authorization. No chargeback risk. No signup friction for the agent.
One account per agent Each AI agent you work with gets its own Agent Account with its own budget and rules. A research agent and a shopping agent do not share funds or permissions; they operate independently, within their own policy boundaries. This separation makes it practical to trust different agents with different levels of access without any of them interfering with each other.
For enterprise teams, companies can run their own Agentic Payment Services endpoint and manage agent spending at an organizational level; with delegated controls, team-wide audit trails, and compliance built in from the start.
What’s coming Hedera Agent Accounts are coming to testnet in Q4 2026 for limited partner validation, alongside an early release of the Pay-per-API marketplace with initial partner endpoints. Public testnet access follows in Q1 2027, with mainnet availability targeted for Q2 2027, pending security review and legal sign-off.
If you are building AI agents and want early access, or if you run an API or service that wants to accept payments from autonomous agents, we want to hear from you.
Get started with Hedera Agent Accounts Explore the landing page: hedera.com/agent-accounts
Request early access: hedera.com/agent-accounts/#early-access
Learn more about Hedera AI Studio: hedera.com/product/ai-studio
Join the conversation: discord.gg/hedera
Questions about integration or testing? Email us at [email protected]
Rocket Lab dosáhl rekordního objemu nevyřízených zakázek ve výši 2,36 mld. USD, což představuje meziroční nárůst o 137 %. Stifel ponechal doporučení „Buy“ a cílovou cenu 150 USD, což implikuje růstový potenciál 108,6 %.
Rocket Lab sits more than 50% below its 52-week high after a brutal stretch of dilution and missed earnings, yet one Wall Street analyst just reiterated a target that implies the stock doubles from here. The question is whether a…
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Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) currently trades at $71.92. Wall Street’s average price target is $109.15, which implies 51.8% upside.
Rocket Lab flies the Electron rocket. It runs HASTE hypersonic test missions, builds spacecraft and components, and is finishing its Neutron medium-lift reusable rocket. Defense spending is the main draw. The Space Force budget requests $7.8 billion for space access. Rocket Lab is listed as a prime contractor on both national security launch programs.
The high end of the target range is even further away. Stifel’s Erik Rasmussen has a Street-high $150 target and a reiterated Buy rating. That target implies 108.6% upside, so he expects the stock to more than double.
Dilution and the Iridium Deal Pulled Rocket Lab Off Its Highs Dilution did the most damage. Rocket Lab sold $1.08 billion of stock through its at-the-market program in the second quarter alone. Part of that money is for the Iridium Communications (NASDAQ:IRDM) acquisition, which is a cash and stock transaction. Management also guided the basic share count to about 641 million. Shares fell 13.78% over three months and now sit 52.4% below the 52-week high of $151.
The earnings report added pressure. Revenue of $234.07M rose 62.0% and beat estimates. The GAAP loss of $0.08 per share missed the -$0.0767 estimate, partly due to $8.58M in deal costs. Guidance calls for adjusted EBITDA loss of $17M to $23M, larger than the quarter’s $8.8 million. Management said the Neutron launch window this year is narrowing. A beta of 2.938 means swings tend to be larger than the market’s.
Analysts Are Banking on Neutron and a $2.36 Billion Backlog Analysts remain bullish. Four rate the stock Strong Buy, 12 rate it Buy, four rate it Hold, and none rate it Sell. Stifel’s thesis rests on three points. Neutron could compete with SpaceX’s Falcon 9; Space Systems brings in more than two-thirds of revenue; defense contracts provide long-term backlog visibility.
Backlog grew 137% to a record $2.36 billion, with about 45.5% converting to revenue within 12 months. Recent wins include a $397M Space Force Flatellite contract and a $266 million award for up to 18 missile-defense launches. Neutron targets $50 to $55 million per launch. The CEO said, “We have absolutely zero issues in selling full price Neutrons pre-test flights.”
The timeline is weak. Management linked positive free cash flow to Neutron’s first successful launch, and Neutron’s debut already slipped to Q4 2026. Iridium brings more than $870 million in annual revenue but closes mid-2027. The stock trades at 62.4 times sales.
Space Peers Fell Too, and Planet Labs Shows the Bigger Gap Shares of AST SpaceMobile (NASDAQ:ASTS) trade at $60.65, down 8.27% over the past month and 16.49% year to date. Its $77.94 target implies 28.5% upside. Ratings are conservative with one Strong Buy, four Buy, seven Hold, one Sell and one Strong Sell.
Planet Labs (NYSE:PL) trades at $17.75 and is down 9.99% year to date. Its $33.40 target implies 88.2% upside. Ratings include one Strong Buy, six Buy, three Hold and one Sell. Its gap is larger than Rocket Lab’s.
Planet Labs has the biggest consensus upside in the group, while Rocket Lab sits in the middle, and only Stifel’s target puts it in doubling territory. Price targets are opinions and come with no guarantee for any of these stocks.
Rocket Lab Beats Its Peers but Lags the S&P 500 At $71.92, Rocket Lab has 51.8% upside to the $109.15 consensus target. The stock bounced 11.92% over the past month but dropped 4.18% in its most recent trading day.
Rocket Lab has gained 3.1% so far this year, and the S&P 500 is up 13.98%. The $69.94 50-day average sits below the $81.50 200-day average, so the longer-term trend still points down.
Neutron’s First Flight Decides Whether $150 Is Realistic The bull case strengthens if Neutron reaches the pad on schedule, flies smoothly and converts that 90+ mission backlog into higher-priced revenue. Positive cash flow comes into view and Iridium adds recurring revenue. If Neutron slips again, the downside case strengthens. Rocket Lab would then be funding Neutron, three acquisitions and ongoing burn, likely through more share issuance.
I are bullish. The backlog and defense demand back up the consensus target, but until Neutron flies, $109.15 is a more realistic marker than $150.
Contact [email protected] for any questions or corrections.
The Internet Computer protocol (@dfinity) just set a new benchmark in blockchain efficiency: a record-low weekly average transaction fee of $0.0000828, recorded on October 7, 2026, according to data from @Chainspect. That figure is a fraction of a single penny, placing $ICP among the cheapest networks in the world to transact on.
Record Revenue, Near-Zero Fees What makes the milestone striking is the context. While fees for individual users sit at near-invisible levels, the network simultaneously generated more than $96,000 in on-chain cash flow in the same seven-day period. That follows a reported $85,089 in weekly protocol fees just days earlier, on September 29, 2026, as tracked by CoinMarketCap. The trend points to growing network usage rather than a one-off spike.
The apparent contradiction, rock-bottom user costs alongside rising network revenue, comes down to how the Internet Computer is designed. Developers pre-pay computation costs by converting $ICP into "cycles," which are then burned to power applications. The revenue is generated when developers convert ICP into cycles to pay for resources, and those ICP are subsequently burned. Users transacting on the network benefit from the resulting low fees, while the underlying token supply is gradually reduced.
A Network Built for Scale ICP is capable of up to 11,500 transactions per second with a 1-second finality, making it notably faster than Bitcoin and Ethereum. That throughput, combined with its ultra-low fees, is central to the network's pitch as a decentralized cloud platform. The Internet Computer blockchain processed 1 billion transactions in Q1 2026 across 47 subnets with 1.2 million active wallets.
On the tokenomics side, DFINITY's ongoing "Mission 70" initiative is designed to reduce annual token inflation significantly, tightening supply as demand from developers grows. A burn mechanism was introduced where a portion of cloud engine fees buys and permanently destroys ICP. Rising on-chain cash flow, if sustained, could accelerate that burn rate and have longer-term implications for token supply.
For now, the headline number remains the fee itself: $0.0000828 per transaction. For a network processing billions of transactions and generating meaningful revenue, it is a data point that is hard to ignore.
Sources:
CoinMarketCap: Internet Computer Latest Updates
Crypto News Navigator: ICP One Billion Transactions
Bybit: Internet Computer Price and Network Data
Spoluzakladatel NEAR Protocol Illia Polosukhin tvrdí, že on-chain nástroje na near.com snižují potřebu centralizovaných burz tím, že v jednom rozhraní nabízejí obchodování, tokenizované akcie a perpetuální futures kontrakty.
Onchain Tools Closing the Gap With Centralized ExchangesNEAR Protocol co-founder Illia Polosukhin made a pointed case against centralized exchanges at the Digital Asset Summit 2026 in Singapore, telling The Block that users no longer need centralized exchanges for "a lot" of crypto activity as near(.)com expands its onchain offerings.
Polosukhin illustrated his argument with a personal anecdote: one of his own accounts was deleted by a centralized exchange despite his knowing the company's CEO. "You log in, and it says this account doesn't exist," he said.
Near(.)com brings spot trading across different chains, tokenized stocks, earn products, and perpetual futures into one interface. Polosukhin described the platform as "almost there" and said it has a "big roadmap of things to keep adding," pointing to bank withdrawals, transaction records for tax purposes, and selective disclosure of confidential transactions among the areas it is working on.
Privacy is also a priority. Most of NEAR Intents' infrastructure has moved to a confidential shard, allowing trading activity to remain private while users can reveal individual transactions when needed.
Fiat Integration, Tokenized Stocks, and AI AgentsBeyond crypto-to-crypto activity, Polosukhin outlined a broader vision. Near(.)com is working with Monerium to support conversions between euros held in traditional bank accounts and EURe, a euro-denominated stablecoin. Over the long term, Polosukhin said, the goal is to enable swaps of any asset through NEAR Intents.
Tokenized equities are already live on the platform. Tokenized stocks were added to near(.)com in September through an integration with Ondo Finance, and the platform plans to add more globally traded stocks. The launch started with 20 assets, including tokenized exposure to Tesla, NVIDIA, and Apple, as well as ETFs such as QQQ. Users can fund purchases with USDC, Bitcoin, or other supported assets held across more than 30 blockchain networks, all from one account.
Polosukhin also pointed to artificial intelligence as a coming force in onchain markets. He has previously argued that "the users of blockchain will be AI agents," with AI handling the front end and blockchain serving as the back end. That framing positions near(.)com not just as a trading platform, but as infrastructure for a future where automated agents handle onchain activity on behalf of users.
Sources:
The Block: NEAR's Polosukhin sees shrinking need for centralized exchanges as onchain tools expand
CoinGape: Ondo Finance Partners With near.com to Bring Tokenized U.S. Stocks and ETFs Onchain
Crypto Reporter: near.com Partners With Ondo to Bring Tokenized U.S. Stocks and ETFs Alongside Crypto, Confidentially
Zakázková kniha společnosti Northrop Grumman dosahuje 2,4násobku tržeb za posledních 12 měsíců a roste o 16 % ročně, přičemž marže volného peněžního toku zůstává stabilní na úrovni 8–9 %.
SummaryNorthrop Grumman is well-positioned amid rising Western defense budgets and strong management under CEO Kathy Warden.NOC fundamentals are robust: a large and growing backlog (2.4x TTM revenue, +16% pa), accelerating revenue growth, stable 8-9% cash flow margins, and declining leverage.Valuation is attractive at under 2x TTM revenue and under 22x TTM unlevered pretax FCF, with technicals suggesting a possible bottom near $426.We rate NOC 'Accumulate,' expecting upside from sector rotation and increased defense spending, with a stop-loss below $426 to manage downside risk.This idea was discussed in more depth with members of my private investing community, Growth Investor Pro. Learn More » John M. Chase/iStock Unreleased via Getty Images
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Nothing in this note is intended to be investment advice, and neither should it be
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NOC over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Společnost Kratos Defense & Security Solutions získala zakázky v hodnotě přes 100 milionů USD na prototypy pro vesmírné zpravodajství, zpracování RF signálů a kybernetické operace.
Key Takeaways KTOS won multiple contracts to develop space intelligence, RF processing and cyber mission applications.KTOS is leveraging its RF technology, KnownSpace Network and cybersecurity expertise across emerging missions.KTOS is combining RF sensing, analytics and cybersecurity to support broader space and cyber operations. Kratos Defense & Security Solutions, Inc. (KTOS - Free Report) is expanding its space and cyber capabilities as demand grows for technologies that convert radio-frequency (RF) data into actionable intelligence. In October 2026, the company announced multiple contracts totaling more than $100 million to develop prototype mission applications and cyber capabilities supporting space intelligence, RF signal collection and processing, operational intelligence, electronic warfare and offensive cyber operations.
A key growth opportunity is Kratos’ ability to build new mission applications around its existing RF technology. The company’s KnownSpace Network includes more than 190 strategically placed sensors worldwide, while its field-portable KnownSpace Recon+ terminals support space domain awareness. Its software, analytics and expertise in RF, signal processing, cybersecurity and software development provide a foundation for addressing emerging space and cyber requirements.
This strategy is supported by significant investment in Kratos’ Space, Satellite and Cyber business. The company has invested approximately $315 million in its Space, Satellite and Cyber business since 2019 through internally funded R&D, software development and capital expenditures. These investments have focused largely on satellite command, control and communications systems and global space domain awareness.
The latest awards could enable Kratos to reuse its existing technologies across multiple mission requirements, potentially reducing the need to develop capabilities from scratch. By combining RF sensing, signal processing, software, analytics and cybersecurity, the company is building a broader technology base that could support additional opportunities across space and cyber operations.
Companies Expanding Space and Cyber Mission CapabilitiesThe growing focus on space-based intelligence and cyber capabilities is encouraging defense companies to expand technologies for collecting, processing and using mission data. L3Harris Technologies, Inc. (LHX - Free Report) and Northrop Grumman Corporation (NOC - Free Report) are also developing capabilities for space and cyber missions.
L3Harris Technologies is expanding space-based sensing, communications and cyber capabilities that support intelligence, surveillance and national security missions.
Northrop Grumman is developing space and cyber technologies that support satellite operations, intelligence gathering and secure mission networks.
Earnings Estimates for KTOS StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 50.91% and 37.06%, respectively.
Image Source: Zacks Investment Research
KTOS Stock Is Trading at a DiscountKratos is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 3.75X compared with the industry average of 7.1X.
Image Source: Zacks Investment Research
KTOS Stock Price PerformanceOver the past three months, Kratos’ shares have fallen 14.1% compared with the industry’s 16.1% decline.
Image Source: Zacks Investment Research
KTOS’ Zacks RankKratos currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Xcel Energy prodá své plynárenské a elektrárenské aktivity v Michiganu společnostem SEMCO ENERGY Gas Company a UPPCO; transakce by měla být po získání potřebných schválení dokončena v roce 2027.
Key Takeaways Xcel Energy plans to sell its Michigan gas and electric operations, with the deal expected to close in 2027.XEL's $60 billion investment plan targets 11% annual rate base growth and 6-8% or higher yearly EPS growth.Rising data center demand supports nearly 5% annual retail electricity sales growth for XEL through 2030. Xcel Energy (XEL - Free Report) announced an agreement to sell its Michigan natural gas operations to SEMCO ENERGY Gas Company and electric operations to Upper Peninsula Power Company (“UPPCO”). The transaction involves 6,000 natural gas customers and 9,000 electric customers across Gogebic and Ontonagon counties. The divestiture is subject to state and federal regulatory approvals and expected to close in 2027.
The proposed divestiture is expected to streamline Xcel Energy’s operations and improve capital allocation by allowing greater focus on its core utility markets. This move could support infrastructure modernization, enhance grid reliability and help meet rising electricity demand, strengthening the company’s long-term growth prospects.
Xcel Energy’s proposed divestiture could enhance financial flexibility and operational efficiency by allowing it to focus investments on the core service territories. This strategic move may support grid modernization, efficient capital allocation and regulated rate base expansion, strengthening XEL’s long-term earnings growth prospects, subject to regulatory approvals.
Recently, another utility, Suncor Energy (SU - Free Report) , planned an offshore asset divestiture for $1.2 billion in upfront cash, which will strengthen financial flexibility and reduce future liabilities. This transaction allows Suncor to focus investments on its core, long-life oil sands assets, improve capital allocation and support free cash flow growth, enhancing long-term profitability and shareholder returns.
Robust Investment Plan Fuels Long-Term GrowthXcel Energy plans to invest $60 billion during 2026-2030, with more than $10 billion in additional investment opportunities. These investments in generation, transmission and distribution infrastructure are expected to drive approximately 11% annual regulated rate base growth through 2030, supporting the company's long-term earnings growth and financial performance.
Xcel Energy expects retail electricity sales to grow nearly 5% annually through 2030, supported by rising data center demand and industrial expansion. With nearly 4 gigawatts (GW) of data center capacity targeted for contracting by 2027, the company anticipates 6-8% or higher annual EPS growth, strengthening its long-term investment appeal.
Rising AI Data Center Demand Fuels Electric Utility GrowthGrowing electricity demand from AI-powered data centers is creating significant long-term growth opportunities for electric utilities. The increasing need for uninterrupted power supply is driving investments in new generation facilities, transmission upgrades and grid modernization. These capital expenditures are likely to strengthen regulated rate bases, boost revenues and support steady earnings growth, enhancing the industry's long-term investment prospects.
Utilities like Dominion Energy (D - Free Report) and FirstEnergy (FE - Free Report) are benefiting from accelerating electricity demand driven by AI-powered data centers. Dominion Energy Virginia had approximately 53.8 GW of contracted data center capacity as of July 2026, supporting its $65 billion investment plan through 2030.
Meanwhile, FirstEnergy's data center contracted load and pipeline reached 24.8 GW in second-quarter 2026, reinforcing its $36 billion Energize365 investment program and long-term growth prospects.
XEL’s Price PerformanceIn the past six months, Xcel Energy’s shares have lost 12.5% compared with its industry's decline of 13.6%.
Price Performance (Six months)
Image Source: Zacks Investment Research
Key Takeaways WTW's organic revenues grew 5% in the second quarter, with Risk & Broking leading at 7% growth. Specialization, client retention and technology solutions are helping WTW offset declining insurance rates. HWC grew 4%, while delayed activity boosted R&B, making sustained 5% growth more challenging. Willis Towers Watson Public Limited Company (WTW - Free Report) appears capable of sustaining more than 5% organic growth, but maintaining that pace will depend heavily on Risk & Broking and the company’s ability to offset softer insurance pricing.
WTW’s organic growth remains a key strength, with organic revenue growth reaching 5% in the second quarter of 2026, supported by solid momentum across both major businesses. The biggest support is WTW’s specialization strategy. Although insurance rates continued to decline across most lines, WTW said its specialty offerings are helping it grow through the cycle.
Risk & Broking led the performance with 7% organic growth, driven by new business, strong client retention and double-digit growth across most specialty businesses, while Health, Wealth & Career delivered 4% growth, led by an 8% increase in Health. Insurance Consulting & Technology also grew 6%, helped by software sales and new business wins.
The sustainability of this growth will depend on whether WTW can continue gaining business despite declining insurance rates across most lines. Its specialization strategy, broad specialty offerings, client retention and technology-based solutions provide important offsets to softer pricing. Management continues to expect mid-single-digit organic growth in Risk & Broking and HWC for 2026, suggesting that 5% growth is achievable, although maintaining this pace will require continued new-business wins and strong execution.
However, sustaining 5%+ growth could become more challenging. HWC grew only 4% organically in the second quarter, with Career flat, while R&B's acceleration partly reflected activity that had been delayed earlier in the year. WTW itself continues to guide for mid-single-digit organic growth in both major segments for 2026, suggesting that 5% is achievable but not necessarily a new baseline above that level.
What About Its Peers?Brown & Brown, Inc. (BRO - Free Report) experienced a moderation in organic growth in the second quarter of 2026, reflecting a softer insurance pricing environment and weakness in its Specialty Distribution business. Organic revenues declined 0.7% year over year, while organic revenues, including contingent commissions, increased 0.7%. Despite the near-term pressure, BRO expects organic growth to improve in the second half of 2026, with management targeting 1.5-2.5% growth in Retail and 2-4% in Specialty Distribution, excluding contingents.
Arthur J. Gallagher & Co. (AJG - Free Report) appears well positioned to sustain around 6% organic growth and continue expanding underlying margins even as insurance pricing moderates. AJG witnessed another solid quarter of organic growth across each business and geography. The bigger drivers of Organic growth remain new business, strong client retention, exposure growth and the diversity of the model across P/C, benefits, reinsurance and claims. AJG is also gaining from activity across construction, infrastructure, energy and data centers. AJG projects a total company organic outlook of 6%, brokerage at 5.5% and risk management at 9% for 2026. AJG expects 2026 will be another year of excellent organic growth.
WTW’s Price PerformanceShares of WTW have lost 13.9% in the past year compared with the industry’s decline of 24.7%.
Image Source: Zacks Investment Research
WTW’s UndervaluationThe stock is undervalued compared with its industry. It is currently trading at a price-to-earnings multiple of 13.2, lower than the industry average of 14.07.
Image Source: Zacks Investment Research
Estimate Movement for WTWThe Zacks Consensus Estimate for WTW’s third-quarter 2026 and fourth-quarter 2026 EPS has moved down 0.9% and 0.2%, respectively, in the past 30 days. The same for full-year 2026 and 2027 EPS has moved down 0.1% and 0.08%, respectively, in the past 30 days.
Wolfspeed získal podmíněné schválení od amerického ministerstva války pro úvěr až ve výši 1,5 miliardy USD se splatností 30 let; dohoda ještě vyžaduje konečné schválení.
Wolfspeed Inc (NYSE:WOLF) shares opened 11% higher on Thursday morning after the chipmaker said the US Department of War had conditionally agreed to lend it up to $1.5 billion over 30 years.
The proposed financing would give the department warrants to purchase up to 7.5% of Wolfspeed’s fully diluted equity, providing the company with a potentially significant source of long-term funding.
Shares of Wolfspeed gave up some of its gains as trading went on, with the stock about 1% higher by midmorning.
The company makes silicon carbide chips, which are used in applications requiring high-efficiency power conversion, including electric vehicles, solar inverters and industrial power systems.
Wolfspeed burned $380 million of free cash flow in the year to June 2026 and had $1.8 billion of debt against $1.09 billion of cash and short-term investments.
The proposed loan is not yet final and remains subject to due diligence, definitive agreements, government approvals, appropriations and sign-off from Wolfspeed’s existing lenders.
The financing would be provided through the Department of War’s Office of Strategic Capital and is intended to strengthen Wolfspeed’s financial position and support investments in its technology.
The company plans to use the financing to upgrade its gallium nitride technology for next-generation communications infrastructure and electronic warfare systems and to develop radiation-hardening capabilities.
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Western Union obnovila partnerství s Publix, díky čemuž budou v zapojených prodejnách Publix na jihovýchodě USA nadále dostupné domácí i mezinárodní převody peněz, platby účtů a poštovní poukázky.
Key Takeaways WU renews a 20-plus-year Publix deal, keeping transfers, bill payments and money orders in stores.WU's North American money transfer revenue fell 9% and transactions slid 5% in Q2 2026.Publix's 1,432 stores and Kentucky expansion could help Western Union reach more customers. The Western Union Company (WU - Free Report) recently renewed its partnership with Publix Super Markets, extending a relationship spanning more than two decades. The agreement allows customers to continue accessing domestic and international money transfers, bill payments and money orders at participating Publix stores across the southeastern United States.
It also creates opportunities for Western Union to reach additional customers as Publix expands into new markets, including Kentucky. Publix currently operates 1,432 stores across eight states, employing more than 260,000 people. WU’s network spanning over 200 countries and territories and supporting 130 currencies underscores the scale of its cross-border operations and the role of retail partnerships in maintaining customer access.
Western Union's North American money transfer revenues declined 9% in second-quarter 2026, while transactions fell 5%. As such, the renewal will likely help Western Union protect its retail distribution network while reaching customers who prefer in-person financial services. Publix's growing presence offers opportunities to generate transactions without establishing standalone branches. Keeping services available across Publix stores could therefore help Western Union defend market share and improve customer retention.
Western Union also works with major retailers, including Kroger, Walmart, Albertsons, Walgreens, H-E-B and Giant Eagle. During its second-quarter earnings call, management said it had renewed major retail contracts despite increased competition, with terms broadly similar to previous agreements. These relationships help Western Union maintain its retail presence and protect existing revenue streams amid declining transaction volumes in the U.S. market.
It is also pursuing acquisitions to expand its reach. Its pending $500 million purchase of Intermex would strengthen its U.S. retail network and presence in Latin American remittance corridors, with management targeting $30 million in annual cost savings within two years of closing. However, the deal remains subject to California regulatory approval and a renewed federal antitrust waiting period.
Price PerformanceWestern Union shares have declined 34.3% in the year-to-date period compared with the 11.7% fall of the industry it belongs to.
Image Source: Zacks Investment Research
Zacks Rank & Key PicksWestern Union currently has a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader payments space are Mastercard Incorporated (MA - Free Report) , PayPal Holdings, Inc. (PYPL - Free Report) and EVERTEC, Inc. (EVTC - Free Report) , each currently carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Mastercard’s current-year earnings indicates 17% year-over-year growth. MA has witnessed three upward estimate revisions over the past 60 days against no cuts. The consensus estimate for current-year revenues indicates 13.6% year-over-year growth.
The consensus estimate for PayPal’s current-year earnings indicates 1.3% year-over-year improvement. PYPL witnessed one upward estimate revision over the past 60 days and no downward movement. The consensus estimate for current-year revenues implies a 4.5% year-over-year rise.
The consensus mark for EVERTEC’s current-year earnings indicates 10.5% year-over-year jump. EVTC witnessed two upward estimate revisions over the past 60 days and no downward movement. The consensus estimate for current-year revenues implies a 17% year-over-year growth.
Hodnota tokenizovaných produktů amerických státních dluhopisů na síti Avalanche dosáhla zhruba 545 milionů USD, což představuje čtyřnásobný růst za posledních 12 měsíců.
TLDR Tokenized US Treasury products on Avalanche have reached about $545 million in value. The figure comes from an October 7 ecosystem update. The market has grown about fourfold over the past year. The total also rose during the third quarter. Franklin Templeton and WisdomTree are among the firms with tokenized assets on the network. Tokenized US Treasury products on Avalanche have grown to about $545 million in value. The figure was shared in an Avalanche ecosystem update on October 7.
That total marks roughly fourfold growth over the past year. The value also climbed during the third quarter of 2026.
Tokenized Treasuries are blockchain-based products tied to short-term US government debt and money-market instruments. They are linked to real assets that trade in traditional markets.
How Tokenized Treasuries Work Investors who hold these products get access to yield linked to US Treasuries. The blockchain handles settlement, ownership records and transfers.
This setup differs from many crypto assets, which have no link to traditional finance. Tokenized Treasuries represent claims on familiar government debt.
US Treasury securities are liquid and pay yield. These features have made them a common choice for firms building blockchain-based financial products.
Avalanche and Its Institutional Focus Avalanche has spent years marketing itself to institutions and asset issuers. Its design lets firms build custom blockchain environments that still connect to a larger public network.
Tokenized assets from Franklin Templeton and WisdomTree have helped grow the network’s real-world asset market. Both are established asset managers in traditional finance.
Avalanche is not the only network in this space. Ethereum, Solana, Stellar and several Layer 2 networks also host real-world asset products.
Issuers of these products often look at different factors than typical crypto traders. Compliance, custody, settlement reliability, identity systems and distribution are among their priorities.
Transaction fees still matter to issuers. But they are only one part of how firms choose a network.
The $545 million figure remains small compared with the conventional US Treasury market. That market is valued in the trillions of dollars.
Still, the amount of Treasury-linked value on Avalanche has quadrupled in 12 months. The data shows more of these products are now being issued and held on the network.
The data on the segment was highlighted this week as part of a wider update on the Avalanche ecosystem. The update focused on the network’s growth in real-world assets.
As of the October 7 update, tokenized Treasury products on Avalanche stood at roughly $545 million. The value rose during the third quarter, continuing the growth seen over the past year.
Onchain credit on Avalanche just had its best quarter on record. Loan volume climbed 34% to $37.4 million in Q3 2026.
The numbers behind the record The headline stat is simple. Loan volume tied to onchain credit on Avalanche rose 34% quarter over quarter, landing at $37.4 million.
The credit growth didn’t happen in isolation. Tokenized US Treasuries on Avalanche reached $545 million by the end of Q3 2026, up 14% from the prior quarter. Treasury holdings have also grown fourfold so far this year.
The broader real-world asset (RWA) activity on Avalanche represented approximately $11.4 billion in asset value as of early October 2026.
Put those figures side by side and the scale difference stands out. The $37.4 million in loan volume is a small slice next to $545 million in tokenized Treasuries and roughly $11.4 billion in broader RWA value.
The deals feeding the machine First, Aave activated its V4 upgrade on Avalanche. The rollout is part of a multichain expansion that also introduced tokenized stocks as onchain collateral.
Letting tokenized stocks serve as collateral is a notable shift. It means equity exposure could, in principle, back a crypto-native loan, which widens the pool of assets borrowers can put to work.
Second, Grove Finance anchored Galaxy’s first tokenized collateralized loan obligation, or CLO, with a $50 million allocation on Avalanche. The Galaxy deal extends Grove’s earlier footprint on the network. Grove had previously deployed $250 million into RWAs on Avalanche.
Third, the ecosystem has also leaned on partnerships with Centrifuge, a protocol focused on bringing real-world credit onchain. These relationships have helped push structured credit products onto the network.
What this means for Avalanche and onchain credit For the Avalanche ecosystem, the clearest takeaway is momentum in a specific niche. A 34% quarterly jump in loan volume, alongside 14% growth in tokenized Treasuries, points to a network building depth in institutional finance.
Still, quarterly records from a relatively small base can look dramatic without signaling a lasting trend. One or two large deals can move the needle meaningfully when total volume is measured in tens of millions.
Concentration risk is another factor. A meaningful share of the activity traces back to a handful of institutional names, including Grove, Galaxy, Aave and Centrifuge.
Breakdowns of exactly where the loan volume came from have not yet been detailed by major crypto-native data sources.
Aave’s V4 expansion is multichain by design, so Avalanche is not the only network gaining these tools. Its edge will depend on whether institutions keep choosing it as the place to park, and lend against, tokenized assets.
Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
Astroport po útoku ukončil tokenové hlasování na Neutronu a Terře; správu převezmou DAO DAO a nouzový multisig. Plánuje také spálit zhruba 362 milionů tokenů ASTRO.
Astroport has stopped letting its tokenholders run the show. On October 8, 2026, the Cosmos-based decentralized exchange fully disabled tokenholder governance on both Neutron and Terra.
The trigger was a governance attack on September 22, 2026. A vote acquired for approximately $20,000 handed someone administrative control over Astroport contracts. For a protocol securing millions in liquidity, that is a very cheap set of keys.
What changed, and what didn’t Going forward, Astroport contributors will operate the protocol through DAO DAO organizations. Token-weighted voting is out. Every decision will instead have to move through a public proposal process.
A multisig wallet will also sit in the background as an emergency owner. Its job is to make sure the protocol can be recovered if something goes wrong again.
ASTRO emissions are going to zero, ending the stream of new tokens the protocol had been distributing.
Astroport also plans to burn approximately 362 million ASTRO tokens sitting in its Neutron treasury. Minting capabilities will be restricted to burns.
For everyday users, the front end keeps working. Pools, swaps and liquidity positions all remain functional, and the team has framed security as its top priority through the transition.
vxASTRO holders are not stuck either. They can continue unlocking through the normal process.
How a $20,000 vote cracked the system The September attack exposed a structural weakness in Astroport’s ASTRO and vxASTRO governance design. The attacker acquired voting power by purchasing NTRN tokens, the native asset of Neutron.
That vote enabled the transfer of administrative control over eight Astroport contracts. Liquidity pools estimated at $4.9 million were exposed to potential drainage as a result.
Astroport responded by halting blocks and restarting them shortly afterward.
Roughly $20,000 in governance influence was enough to put control of contracts guarding about $4.9 million at risk.
A pivot from emissions to fees Instead of paying users with freshly minted tokens, the protocol is leaning on fee-based mechanics tied to burns and yield. The centerpiece is a planned yASTRO staking contract on Terra, designed to share protocol fees with stakers and boost user engagement.
What this means for ASTRO holders and DeFi governance For ASTRO holders, the trade-off is clear. They lose a direct say in protocol decisions. In exchange, they get a token with no ongoing emissions, a large treasury burn, and a planned path to fee revenue through yASTRO.
The research findings note that the burn could be perceived positively by holders focused on scarcity, while the sweeping nature of the overhaul could bring heightened volatility as markets digest it.
Moving from tokenholder votes to contributor-led DAO DAO organizations, backed by an emergency multisig, concentrates decision-making in fewer hands. The public proposal requirement is meant to keep that process visible.
The yASTRO contract is still planned rather than live, so the fee-sharing pitch remains a promise until it ships on Terra. Users and holders will want to see how the burn of approximately 362 million ASTRO is carried out and documented on-chain.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Moscow Exchange plánuje 1. prosince zahájit obchodování s kryptoměnami v souladu s novým ruským regulačním rámcem; zpočátku očekává, že bude podporovat BTC, ETH, SOL, XRP a TRX.
Moscow Exchange (MOEX), Russia’s largest stock exchange, plans to begin offering crypto trading on December 1 under the country’s new regulatory framework. Bitcoin (BTC), Ethereum (ETH), Solana (SOL), XRP and TRON (TRX) are expected to be the initial cryptocurrencies supported by the exchange
Moscow Exchange to Offer Crypto Trading Moscow Exchange is currently testing crypto trading with professional traders, said senior managing director for sales and business development Boris Blokhin on October 8. This is a test environment for digital currency trading, testing the functionality that will eventually be implemented in the production environment
“We will continue testing until launch. We plan to provide this cryptocurrency trading capability on December 1st, in line with the new legislation,” he added, according to TASS.
Moscow Exchange intends to use its existing trading organizer license and stock-market infrastructure for crypto assets, which the new regulations permit. “Therefore, everything is very simple – both for the participants and for us” as there is no additional inclusion in the exchange’s register is required.
The announcement follows the entry into force of Russia’s cryptocurrency market legislation in early September. The Bank of Russia has begun registering crypto exchange operators and crypto custodians such as Sberbank and VTB Bank.
As CoinGape reported, Sberbank plans to launch its first crypto products on December 1. The products will be offered via SberBank Online, SberInvestments and SberBusiness. These services are already available in the bank’s overall digital platform.
Under the framework, unqualified investors can buy only Bitcoin, Ethereum, and Tether (USDT), up to 300,000 rubles per year. Qualified investors can purchase all cryptocurrencies on the platform and over-the-counter markets, without a limit on the amount.
Moscow Exchange launched perpetual futures tied to Bitcoin, Ethereum, Solana, XRP, and TRON indices last month. The contracts are quoted in US dollars, settled in Russian rubles, and limited to qualified investors. This positions Russia’s Moscow Exchange to offer regulated crypto exposure alongside banks and other licensed intermediaries.
To understand how these state-backed initiatives compare with international providers, traders can look at our comprehensive review of the regulated crypto exchanges comparison currently operating in the market.
Decrypt na Solaně spustil samoobslužné Money Accounts s jediným zůstatkem v USDT pro Earn, swapy, predikce a perpetual futures, aniž by bylo nutné držet SOL na poplatky.
In brief Decrypt Money Accounts are now live on Solana, with balances in USDT and sponsoring gas for a seamless user experience. One balance funds Earn, Swaps, Predictions and Perps, with no bridging or per-product deposits, and users can deposit funds using virtually any payment method. The platform is self-custodial: Decrypt does not hold private keys and cannot transact on a user's behalf. Decrypt Money Accounts are now live on Solana, giving readers a single self-custodial balance that works across everything Decrypt builds, as it continues to roll out the infrastructure underpinning its financial and intelligence market The Information Exchange.
“Our goal is simple: one account, one balance, and access to every financial instrument, directly from where you already consume information,” said Ilan Hazan, co-founder of Decrypt. “From prediction markets to perpetual futures and swaps, users will be able to manage all their positions in one place, without worrying about wallets, bridges or chains. We're working with leading protocols to make this possible, with partners to be announced in the coming weeks.”
Decrypt Portfolio – Prediction MarketDeposits and balances are held in USDT on Solana, with one balance funding every product on Decrypt: Earn, Swaps, Predictions and Perps, with Decrypt Takes and more to follow. Gas and rent are sponsored through fee-payer co-signing, so there is no need to hold SOL or to think about network fees at all. A user who deposits funds can start using the wallet immediately.
Decrypt Money Accounts are self-custodial, meaning that Decrypt does not hold private keys and cannot perform actions on anyone's behalf. Private key export is coming shortly, after which they can be used with any Solana wallet software.
Solana Dashboard – DecryptCross-chain activity is handled underneath. Myriad Predictions markets settle on BNB Chain, for instance, but a user trades them from the same Solana USDT balance without touching a bridge or a second network.
Existing Myriad Wallet users can start using Decrypt Money Accounts immediately. The wallet that powered Myriad Predictions becomes Decrypt Money Accounts, so one account and one balance now cover both Decrypt and Myriad, with no migration required.
Decrypt Portfolio – SwapsThe platform is the rail beneath The Information Exchange, the financial and intelligence market built atop Decrypt, Myriad and the upcoming MYR token. Decrypt is the information layer; Myriad is the infrastructure that connects what readers learn to what they can act on, and MYR serves as the shared economic coordination layer atop Solana.
The Information Exchange is built around subjects, assembling reporting, data, prices and probabilities in one place, and the instruments attached to them are set to widen from prediction markets to spot, perpetual futures, structured event products and more. New features will be launched over the coming weeks, in a staggered rollout running into Solana Breakpoint.
Daily Debrief NewsletterStart every day with the top news stories right now, plus original features, a podcast, videos and more.
Decrypt a Myriad představily na síti Solana „Information Exchange“, síť s účtem pro vlastní správu aktiv, která nabízí výnosy, swapy, predikční trhy a perpetual futures. Plné spuštění je plánováno na konferenci Solana Breakpoint.
Decrypt, the crypto news publisher, wants its readers to do more than read. Its new self-custodial Money Accounts on Solana are designed to power Earn, Swaps, Predictions and Perps from one platform inside the Decrypt experience.
What Decrypt is actually building Money Accounts serve as the plumbing. They give users a single self-custodial account that connects to four product lines: yield (Earn), token swaps, prediction markets and perpetual futures.
Self-custodial means the user holds the keys to their funds, not Decrypt.
On September 30, 2026, Decrypt and its sister brand Myriad announced “The Information Exchange,” a self-custodial financial and intelligence network anchored on Solana.
The network is set to bundle prediction markets, swaps, spot trading and perps directly alongside Decrypt’s news and data. The pitch is simple: read something market-moving, then act on it without leaving the app.
The rollout is planned in phases. The full product is expected to arrive during Solana Breakpoint, scheduled for November 15 to 17, 2026.
The MYR token is slated to handle staking and access functions across the network, but details remain under wraps until closer to launch, and there was no live token trading or specification at the time of the announcement.
The Myriad factor and the DASTAN playbook Myriad, its prediction-market sibling, says it has racked up over $600 million in cumulative prediction-market volume.
Both brands sit under the same parent company, DASTAN. The Information Exchange is essentially DASTAN stitching its media arm and its markets arm together into a single product.
The Decrypt and Rug Radio network reaches roughly 1.6 million monthly unique users, according to the research findings tied to the announcement.
Why Solana, and why now The choice of Solana tracks with the product design. Swaps, perps and prediction markets all generate frequent, small transactions, and Solana’s appeal has long rested on fast, low-cost execution.
Launching around Breakpoint also gives the project a built-in stage. Solana’s flagship conference draws the developers, traders and funds most likely to try a new on-chain venue in its first weeks.
What this means for traders and the industry For users, the immediate appeal is convenience. One self-custodial account covering yield, swaps, predictions and leveraged perps removes the usual juggling act of bridging funds between apps.
Perps deserve a caution flag. Perpetual futures are leveraged contracts with no expiry date, and putting them one tap away from a breaking headline is a recipe for fast decisions.
There is an obvious tension worth watching. A publisher that also runs markets has to convince readers that coverage is not shaped by what drives trading volume. How Decrypt handles editorial separation from Myriad and the MYR token will likely shape how much trust the product earns.
The MYR token is the other open question. Staking and access functions suggest it will sit at the center of the network’s economics, but without published supply details, distribution plans or launch mechanics, there is nothing concrete to evaluate yet.
The checkpoints are clear. Watch for the phased rollout of features ahead of Breakpoint, the MYR token disclosures, and whether Myriad’s over $600 million volume track record grows once it has a newsroom feeding it traffic.
Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
Key Takeaways UNM's Colonial Life adjusted operating income rose 11.9%, while premium income increased 3.3% to $477.4M. Sales grew 6%, while a lower 46.7% benefit ratio reflected favorable claims in key products. Colonial Life's 19.4% ROE and higher investment income support its role as an earnings growth engine. Unum Group’s (UNM - Free Report) Colonial Life could remain an important growth and earnings engine, though the pace of growth will likely depend on sustained sales momentum, persistency and favorable claims experience.
In the second quarter of 2026, Colonial Life’s adjusted operating income rose 11.9%, while premium income increased 3.3% to $477.4 million. Sales grew 6%, providing a healthy pipeline for future premium growth. The segment also benefited from a lower 46.7% benefit ratio, down from 48.3% a year earlier, due to favorable claims experience in life, cancer and critical illness products.
Another positive is investment income. Colonial Life’s net investment income jumped 17.6% to $50.1 million, helped by higher yields and increased allocation of investment income. Adjusted operating ROE reached 19.4%, highlighting the segment's strong profitability.
Technology and distribution could provide additional support. Management said more than 70% of Colonial Life's 12,000-plus agents use Agent Assist, its proprietary agent productivity platform. Greater adoption could improve agent productivity and help support sales growth.
However, investors should watch persistency, which was 78.2% in the first half of 2026 versus 78.5% a year earlier. The relatively modest premium growth also suggests that stronger sales will need to translate into sustained in-force growth to keep Colonial Life's earnings trajectory intact.
Colonial Life currently has several favorable ingredients—solid sales growth, strong claims experience, higher investment income, stable persistency and high ROE. If UNM can maintain these trends, Colonial Life can remain a key contributor to earnings growth and help offset pressure from weaker International results and the Closed Block.
What About Its Peers?Aflac Incorporated’s (AFL - Free Report) U.S. benefits business has the potential to become a more important growth contributor, supported by expanding demand for group voluntary benefits, dental and vision products. In the second quarter of 2026, earned premiums from group products, including group life, absence and disability, dental and vision, and group voluntary benefits, increased 13%, highlighting solid demand. Management expects U.S. net earned premiums to witness a 3-6% CAGR from 2025 to 2027, although 2026 growth is expected to come in slightly below that range. With employers increasingly using voluntary benefits to enhance employee offerings while controlling benefit costs, Aflac's broad distribution network and supplemental products could support steady organic growth.
MetLife, Inc.’s (MET - Free Report) Group Benefits business is emerging as a key growth and earnings contributor, supported by solid premium growth, favorable underwriting trends and improving business volumes. In the second quarter of 2026, Group Benefits adjusted earnings increased strongly, aided by higher premiums and improved underwriting performance. Continued demand for employer-sponsored life, disability and dental benefits, along with higher enrollment and strong customer retention, could support further growth. Investors, however, will want to assess whether favorable claims experience can be sustained as pricing conditions evolve and whether premium growth can translate into durable earnings expansion.
UNM’s Price PerformanceShares of UNM have gained 18.6% in the year-to-date period, outperforming the industry.
Image Source: Zacks Investment Research
UNM’s UndervaluationThe stock is undervalued compared with its industry. Its forward price-to-book value of 1.37X is lower than the industry average of 1.66X. It carries a Value Score of B.
Image Source: Zacks Investment Research
Estimate Movement for UNMThe Zacks Consensus Estimate for UNM’s third-quarter and fourth-quarter 2026 EPS has both moved down 0.9% in the past 60 days. The same for the full-year 2026 and 2027 EPS has moved up 0.2% and down 0.9%, respectively, in the past 60 days.
Advokátní kancelář Glancy Prongay Wolke & Rotter vyšetřuje společnost Lennar kvůli možnému porušení federálních zákonů o cenných papírech. Akcie 5. října 2026 klesly o 6,73 %.
Securities Fraud Investigation Into Lennar Corporation (LEN) Announced -- Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Lennar Corporation (“Lennar” or the “Company”) (NYSE: LEN) investors concerning the Company’s possible violations of the federal securities laws.
IF YOU ARE AN INVESTOR WHO LOST MONEY ON LENNAR CORPORATION (LEN), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.
What Happened?
On October 2, 2026, Hunterbrook Media published a report alleging, among other things, that Lennar Corporation reported 20,840 home deliveries for the third quarter against guidance of 20,500 to 21,500 deliveries. According to the report, Lennar Corporation exceeded the low end of its third-quarter delivery guidance by 340 homes only because Millrose Properties, Inc. purchased approximately 356 Lennar Corporation homes in the final week of the quarter.
On this news, Lennar's stock fell $5.37 or 6.73%, to close at $74.44 on October 5, 2026, thereby injuring investors.
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About Glancy Prongay Wolke & Rotter LLP
Glancy Prongay Wolke & Rotter LLP (“GPWR”) is a premier law firm representing investors and consumers in securities litigation and other complex class action litigation. GPWR has been consistently ranked in the Top 50 Securities Class Action Settlements by ISS Securities Class Action Services. In 2018, GPWR was ranked a top five law firm in number of securities class action settlements, and a top six law firm for total dollar size of settlements.
With four offices across the country, GPWR’s nearly 40 attorneys have won groundbreaking rulings and recovered billions of dollars for investors and consumers in securities, antitrust, consumer, and employment class actions. GPWR’s lawyers have handled cases covering a wide spectrum of corporate misconduct and relating to nearly all industries and sectors. GPWR’s past successes have been widely covered by leading news and industry publications such as The Wall Street Journal, The Financial Times, Bloomberg Businessweek, Reuters, the Associated Press, Barron’s, Investor’s Business Daily, Forbes, and Money.
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Na hodinovém i dvouhodinovém grafu Shiba Inu se vytvořil death cross: 50periodní klouzavý průměr klesl pod 200periodní klouzavý průměr, což signalizuje krátkodobý medvědí tlak.
Shiba Inu (SHIB) has produced double death cross signals on its hourly and two-hour charts, heightening uncertainty over the likelihood of the anticipated “Uptober” rally in October.
Double death cross brings bearish momentumA death cross occurs when a short-term moving average crosses below a long-term moving average, widely interpreted by traders as a signal of weakening momentum. In SHIB’s case, the 50-period moving average slipped beneath the 200-period moving average on both the hourly and two-hour timeframes.
This double occurrence of the death cross is drawing increased scrutiny, as it points to sustained bearish sentiment across multiple short-term technical setups. The signals may indicate continuing pressure against SHIB’s price unless the technical picture improves.
Mini dictionary: Death cross, a technical chart pattern where a short-term moving average falls below a long-term moving average, often seen by traders as a signal of potential downward momentum in price action.
SHIB experienced its first daily golden cross in nearly two years last week—a bullish signal in which a shorter-term moving average crosses above a longer-term moving average. The previous golden cross, seen in November 2024, preceded a strong rally with SHIB climbing to $0.0000334 in December 2024.
Rather than confirming a bullish rally for October, the double death cross suggests Shiba Inu may need to reclaim critical support levels and restore momentum before any sustained upside occurs.
Uptober outlook and market pressuresOctober, often referred to as “Uptober” for historically positive crypto performance, has so far failed to live up to expectations for Shiba Inu. The double death cross has cast doubt over whether bulls can launch the rally speculators had hoped for this month.
SHIB’s current price action reflects persistent weakness. The token was last down 1.36% in 24 hours at $0.000005405, moving in tandem with the broader market’s decline.
This pullback followed the release of minutes from the Federal Reserve’s latest meeting, which showed officials anticipate another interest rate hike before the end of the year as they attempt to curb inflation.
Investor sentiment toward SHIB and other cryptocurrencies remains closely tied to macroeconomic developments. Many analysts expect the Fed to keep interest rates steady at its October 28 meeting, with a potential rate increase on December 9. Attention is also focused on upcoming data releases, including weekly initial jobless claims and preliminary Michigan Consumer Sentiment for October.
Date/EventCurrent Value/ActionNext Key LevelCurrent SHIB price$0.000005405Support at $0.00000523Recent Price Peak (Oct 5)$0.000006018Support at $0.00000544 (50-day MA)Potential Fed actionPossible rate hold Oct 28Rate hike possible Dec 9Technical breakdown and support levelsAfter reaching a high of $0.000006018 on October 5, SHIB has entered its third consecutive day of decline. The token has now dropped below the 50-day moving average support at $0.00000544 and is approaching its next key support at the 200-day moving average of $0.00000523.
Shiba Inu is a meme-based cryptocurrency developed as an experiment in decentralized community building. It has achieved significant popularity but remains highly volatile, with price movements frequently influenced by technical setups, broader crypto market sentiment, and global economic policy shifts.
SHIB’s recent drop below multiple support levels and the appearance of double death crosses on short-term charts highlight the uncertainty facing traders and investors as October progresses.
Bitcoin has spent most of its life as the asset you buy, store, and try not to look at too often. Stacks wants to give it a job.
On October 7, 2026, Stacks founder Muneeb Ali published a vision document describing what he calls the “Satoshi Upgrades.” The goal is a set of protocol changes that would turn Stacks into a hub for Bitcoin capital markets by 2030.
The plan rests on three pillars: capital markets, privacy, and post-quantum security.
The three pillars of the Satoshi Upgrades The first pillar is Bitcoin capital markets, built around yield generation and collateralization. The core components include scaling self-custodial BTC staking and yield generation, and lending activity collateralized by bonded BTC.
The second pillar is privacy, specifically enhancements designed for institutional-grade transactions.
The third pillar is post-quantum security, aimed at protecting against emerging quantum computing threats.
Every one of these activities is meant to settle on Bitcoin’s Layer 1, the base blockchain itself.
Bonds, institutions, and a new CEO The vision did not arrive out of nowhere. It follows the PoX-5 hard fork, which activated on July 30, 2026, and introduced protocol bonds for Bitcoin staking.
The first offering, the Genesis Bond, sold out in September 2026 after raising approximately 230 BTC. Institutional buyers included 21Shares, HashKey Cloud, and UTXO Management.
Stacks then opened Bond 2 in October 2026 with a capacity of 500 BTC, aimed at liquid staking options.
Ali is set to become CEO of Stacks Labs on October 15, 2026, succeeding Alex Miller, who will move into advisory roles. Ali plans to prioritize accelerating institutional business development and streamlining the leadership structure.
Ali announced that Stacks Labs intellectual property will be transferred to the Stacks Endowment, an entity with no shareholders.
A two-year roadmap is expected to follow, focusing on privacy features, post-quantum technology, and expanded yield markets, while extending STX’s utility as capital.
What this means for BTC holders and STX For Bitcoin holders, the proposition comes down to self-custodial yield and BTC-backed lending, which would let long-term holders put idle coins to work without selling them or surrendering custody.
The Genesis Bond offers an early read on demand. A fully subscribed raise of approximately 230 BTC from names like 21Shares and HashKey Cloud suggests institutions are receptive to Bitcoin-linked yield at that size. Bond 2 at 500 BTC is the next real test.
For STX, the token sits at the center of the design as a rate-limiting factor in planned capital market activity.
Near-term markers are clear: watch Ali’s October 15 start as CEO, the subscription pace of Bond 2, the release of the two-year roadmap, and the completion of the transfer to the Stacks Endowment.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Společnost First Horizon by měla za čtvrtletí končící v září 2026 vykázat zisk 0,53 USD na akcii, což představuje meziroční nárůst o 3,9 %, při výnosech ve výši 889,7 mil. USD.
Wall Street expects a year-over-year increase in earnings on higher revenues when First Horizon National (FHN - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 15, 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 management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis bank holding company is expected to post quarterly earnings of $0.53 per share in its upcoming report, which represents a year-over-year change of +3.9%.
Revenues are expected to be $889.7 million, up 0.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.67% higher 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
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 First Horizon?For First Horizon, 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 -0.55%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that First Horizon 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 First Horizon would post earnings of $0.52 per share when it actually produced earnings of $0.54, delivering a surprise of +3.85%.
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.
First Horizon 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.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Společnost Super Micro Computer získala ve čtvrtém čtvrtletí fiskálního roku 2026 nové objednávky v hodnotě více než 60 miliard USD, což podporuje výhled tržeb pro fiskální rok 2027.
Key Takeaways SMCI received more than $60 billion in new orders during fiscal 2026's fourth quarter. SMCI's Enterprise and channel revenues rose 39% year over year in the fourth quarter. SMCI is expanding liquid-cooling solutions as high-performance AI systems generate more heat. Super Micro Computer (SMCI - Free Report) has been at the forefront of the AI infrastructure boom led by worldwide AI investments. Annual spending is surging, and long-term projections suggest that cumulative AI data center and infrastructure spending will double from its current level. SMCI’s large order pipeline supports its fiscal 2027 sales outlook. Super Micro Computer’s fiscal 2026 revenues rose 78% to $39.1 billion.
SMCI has more than $60 billion of new orders received during the fourth quarter of fiscal 2026. The company is benefiting from its emphasis on early availability of new AI systems as a competitive advantage. In fourth-quarter fiscal 2026, the company was shipping volume products across NVIDIA’s GB300 NVL72, HGX B300, B200 NVL4 and RTX 6000 Pro lines. It is also preparing systems based on NVIDIA Vera Rubin, Vera CPU platforms, AMD, the Helios product line and the MI450 Total Solution.
Super Micro Computer is adding enterprise and channel customers. Enterprise and channel revenues represented 31% of fiscal 2026 sales and increased 39% year over year. In fourth-quarter fiscal 2026, the category accounted for 50% of revenue compared with 28% in the prior quarter, as customers upgraded compute, storage and networking infrastructure. SMCI is positioning itself as a one-stop provider for the infrastructure required to build and operate AI factories and modern data centers with its Data Centre Building Block Systems (DCBBS).
The portfolio includes liquid-cooling solutions, such as in-rack coolant distribution units (CDUs), chilled doors and cooling towers. The company says its in-rack CDUs can support cooling capacity of up to 250 kilowatts, while cooling towers can support between 1 and 50 megawatts. Such capabilities are increasingly important as high-performance AI systems generate substantially more heat than conventional computing workloads. Together, these factors make SMCI a solid business right now.
How Competitors Fare Against SMCISMCI is in competition with giants like Hewlett Packard Enterprise (HPE - Free Report) and Dell Technologies (DELL - Free Report) . Hewlett Packard Enterprise is providing enterprises with an integrated AI infrastructure portfolio spanning hardware, software and cloud management.
Hewlett Packard Enterprise combines compute, storage, networking and GreenLake platform with NVIDIA's GPUs, CPUs, networking technologies and AI Enterprise software. Dell Technologies, meanwhile, is pursuing a broader ecosystem strategy through its Dell AI Factory. Rather than focusing solely on servers, Dell is expanding across compute, storage, networking, automation and software. Dell recently introduced PowerEdge R9822 and M9822 servers.
SMCI’s Price Performance, Valuation and EstimatesShares of Super Micro Computer have gained 53.5% year to date compared with the Zacks Computer – Storage Devices industry’s growth of 224.6%.
SMCI YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, SMCI is trading at a discount at a forward 12 Month P/S multiple of 0.42X compared with the industry’s P/S multiple of 3.03X.
The Zacks Consensus Estimate for Super Micro Computer’s fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 20.4% and 17.5%, respectively. Estimates for fiscal 2027 and 2028 earnings have been revised upward in the past 60 days.
Image Source: Zacks Investment Research
Super Micro Computer currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Generální ředitel Quant Gilbert Verdian naznačil možnost „programovatelného jenu“. Potvrzeným krokem Quant v Japonsku zatím zůstává strategické partnerství se společností Dentsu Soken v oblasti digitálních peněz a tokenizovaných vkladů.
Quant CEO Gilbert Verdian teases “Programmable Yen” after his earlier dollar hint preceded a major U.S. deal, while Quant already has a Japan partnership.
Quant founder and CEO Gilbert Verdian has turned his programmable-money narrative toward Japan, asking whether the yen could be next.
The comment stands out because an earlier “Programmable Dollars next?” post was followed by Quant securing a major role in The Clearing House’s U.S. tokenized-deposit network.
Programmable Yen next?
— Gilbert Verdian (@gverdian) October 7, 2026
Verdian first posted in May 2025 that programmable pounds and euros were already taking shape before asking whether dollars would follow. On Sept. 24, 2026, he returned to the same post with a simple update: “Programmable Dollars.”
That same day, The Clearing House announced it had selected Quant to power the interoperability, orchestration, and transaction-management layer of its On-Chain Money Initiative.
The network will connect tokenized bank deposits with existing U.S. payment rails, including RTP and CHIPS, and is expected to open to participating institutions in the first half of 2027.
Now Verdian is asking:
“Programmable Yen next?”
Quant Already Has a Foot in Japan The Japan angle is not starting from zero.
In January, Quant entered a strategic partnership with Dentsu Soken to support programmable digital money, tokenized deposits and bank-issued stablecoins in Japan.
The arrangement combines Quant’s programmable settlement technology with Dentsu Soken’s experience integrating core financial infrastructure for Japanese institutions.
Dentsu Soken specifically lists its Stream-R settlement-management system, which supports connections to BOJ-NET, among its existing capabilities. The companies said their work would target banks, payment and settlement operators, securities infrastructure and capital-market participants.
That gives Verdian’s latest post more context than a standalone social-media tease.
Still, there is an important boundary: there is no confirmed announcement that Quant has been selected by the Bank of Japan, BOJ-NET or the Zengin system. Dentsu Soken having BOJ-NET-connected infrastructure does not establish a direct Quant contract with the central bank.
Why the U.S. Sequence Is Getting Attention The earlier dollar sequence explains why the new yen comment is drawing interest.
Verdian publicly raised the possibility of programmable dollars well before The Clearing House partnership became public. When that agreement was announced, Quant was chosen following a competitive process to provide core technology for a network serving tokenized bank deposits.
The Crypto Basic recently covered why The Clearing House selected Quant, including the company’s interoperability work and experience with regulated financial institutions.
Quant also has established work around programmable sterling and the digital euro, including projects involving UK tokenized deposits and programmable payments testing with the European Central Bank.
For Japan, however, the confirmed development remains the Dentsu Soken partnership. Verdian’s “Programmable Yen next?” comment adds a fresh signal of where Quant may be looking next, but any BOJ-NET or Zengin connection would require a separate official announcement.
Wall Street expects a year-over-year increase in earnings on higher revenues when The PNC Financial Services Group, Inc (PNC - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 15. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $4.97 per share in its upcoming report, which represents a year-over-year change of +14.3%.
Revenues are expected to be $6.6 billion, up 11.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.06% 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 The PNC Financial Services Group?For The PNC Financial Services Group, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.80%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that The PNC Financial Services Group will most likely 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 The PNC Financial Services Group would post earnings of $4.51 per share when it actually produced earnings of $4.85, delivering a surprise of +7.54%.
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.
The PNC Financial Services Group appears 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 Financial - Investment Bank industry, Bank of America (BAC - Free Report) , is soon expected to post earnings of $1.12 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +5.7%. Revenues for the quarter are expected to be $30.62 billion, up 9% from the year-ago quarter.
The consensus EPS estimate for Bank of America has been revised 0.2% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.24%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Bank of America will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Independent Bank Corp. by měla za čtvrtletí končící v září 2026 vykázat zisk na akcii ve výši 1,84 USD, což představuje meziroční nárůst o 18,7 %, a výnosy ve výši 258,66 milionu USD.
Wall Street expects a year-over-year increase in earnings on higher revenues when Independent Bank Corp. (INDB - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 15. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis holding company for Rockland Trust is expected to post quarterly earnings of $1.84 per share in its upcoming report, which represents a year-over-year change of +18.7%.
Revenues are expected to be $258.66 million, up 6.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.17% higher 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
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 Independent Bank Corp.?For Independent Bank Corp., the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.90%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Independent Bank Corp. will most likely 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 Independent Bank Corp. would post earnings of $1.77 per share when it actually produced earnings of $1.70, delivering a surprise of -3.95%.
Over the last four quarters, the company has beaten consensus EPS estimates two 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.
Independent Bank Corp. appears 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 Banks - Northeast industry, FB Financial (FBK - Free Report) , is soon expected to post earnings of $1.21 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +13.1%. Revenues for the quarter are expected to be $180.14 million, up 3.6% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for FB Financial has been revised 0.2% down to the current level. Nevertheless, the company now has an Earnings ESP of -1.33%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that FB Financial will 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.
Očekává se, že Commercial Metals za čtvrtletí končící v srpnu 2026 vykáže zisk 1,97 USD na akcii, což představuje meziroční nárůst o 43,8 %, při tržbách ve výši 2,44 miliardy USD.
Wall Street expects a year-over-year increase in earnings on higher revenues when Commercial Metals (CMC - Free Report) reports results for the quarter ended August 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 15. 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 manufacturer and recycler of steel and metal products is expected to post quarterly earnings of $1.97 per share in its upcoming report, which represents a year-over-year change of +43.8%.
Revenues are expected to be $2.44 billion, up 15.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.16% higher 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 an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
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 Commercial Metals?For Commercial Metals, 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 -0.25%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Commercial Metals 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 Commercial Metals would post earnings of $1.6 per share when it actually produced earnings of $1.73, delivering a surprise of +8.13%.
Over the last four quarters, the company has beaten consensus EPS estimates three 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.
Commercial Metals 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.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Valero Energy (VLO) se obchoduje za 8,95násobek EV/EBITDA oproti průměru odvětví 6,07; levnější těžká ropa a omezené rafinační kapacity podporují marže.
Key Takeaways VLO trades at 8.95x EV/EBITDA versus the industry's 6.07x, but its fundamentals justify the premium.Access to cheaper heavy crude and constrained global refining capacity support VLO's refining margins.VLO gained 161.8% over the past year, backed by a strong balance sheet and upward estimate revisions. Valero Energy Corporation (VLO - Free Report) is currently considered expensive on a relative basis, with the stock trading at an 8.95x trailing 12-month Enterprise Value to Earnings Before Interest, Taxes, Depreciation and Amortization (EV/EBITDA), which is a premium compared with the broader industry average of 6.07x. Two other refiners, Phillips 66 (PSX - Free Report) and Par Pacific Holdings, Inc. (PARR - Free Report) , are currently trading at 12.02x trailing 12-month EV/EBITDA and 3.59x trailing 12-month EV/EBITDA, respectively.
Image Source: Zacks Investment Research
Is the premium valuation justified? Before making investment decisions, one should consider the company's overall business environment and fundamentals.
VLO's Advantageous Position in Heavy Crude Aids It
The Middle East tensions are driving crude oil prices higher, with West Texas Intermediate (“WTI”) trading above $90 per barrel, according to data from Oilprice.com. The high crude price has significantly increased input costs for refiners such as VLO, PSX and PARR. However, unlike many refiners, Valero Energy has a heavy crude advantage, as heavy crude is cheaper than light crude like WTI.
Regarding the company’s access to diverse crude feedstocks, Valero has an advantage because its Gulf Coast refineries can buy crude oil from many low-cost sources, including the United States, Canada and Venezuela. This gives the company more flexibility to purchase cheaper oil, which helps keep refining costs low and can boost profits when competitors have fewer sourcing options.
Constrained Global Refining Capacity is a Boon for VLO?
Global refining capacity is constrained and fuel inventories are low. On the demand side, gasoline, diesel and jet fuel remain resilient. This means people are still driving and flying quite often, while diesel demand suggests transportation, freight, agriculture and industrial activity are still holding up. As a result, with busy refineries and fuel not in abundant supply, refining margins for refiners are quite strong.
With crude prices likely to remain high, investors shouldn’t allocate their money only to exploration and production companies but also to refining players like VLO, even though high crude prices have been increasing refiners’ input costs.
Strong Balance Sheet Provides Support for VLO
The leading refining company ended the June quarter of 2026 with a net debt-to-capitalization of just 11%. It added $2.1 billion to its cash balance during the June quarter, making its financial position even stronger. It also reported $5.3 billion of available liquidity excluding cash, providing significant financial flexibility.
Thus, the company can lean on its balance sheet to combat an uncertain business environment, reflecting its relatively stable business model compared to other players with a weaker balance sheet.
Time to Bet on the Stock?
Valero, with 14 refineries and a combined throughput capacity of roughly 3 million barrels per day, has witnessed upward earnings estimate revisions for 2026 over the past seven days.
Image Source: Zacks Investment Research
All the positive developments are getting reflected in the price chart. Over the past year, VLO jumped 161.8%, outperforming PARR’s 138% surge and PSX’s 107.2% gain. Thus, considering the business backdrop, it’s worth paying a premium for VLO stock, which currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Hlavní účetní společnosti Sunrun Maria Barak prodala 1 771 akcií za průměrnou cenu 7,77 USD, celkem za 13 760,67 USD, aby pokryla daňové povinnosti související s nabytím akciových odměn.
Sunrun Inc. (NASDAQ:RUN – Get Free Report) CAO Maria Barak sold 1,771 shares of the stock in a transaction that occurred on Tuesday, October 6th. The shares were sold at an average price of $7.77, for a total transaction of $13,760.67. Following the transaction, the chief accounting officer owned 88,262 shares in the company, valued at $685,795.74. The trade was a 1.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Maria Barak also recently made the following trade(s):
On Thursday, July 9th, Maria Barak sold 3,278 shares of Sunrun stock. The stock was sold at an average price of $12.17, for a total transaction of $39,893.26. Sunrun Price Performance Shares of Sunrun stock opened at $7.61 on Thursday. Sunrun Inc. has a 52-week low of $7.42 and a 52-week high of $22.44. The stock has a market capitalization of $1.83 billion, a price-to-earnings ratio of 5.14 and a beta of 2.44. The company has a fifty day moving average of $8.93 and a 200-day moving average of $11.59. The company has a debt-to-equity ratio of 3.34, a quick ratio of 1.00 and a current ratio of 1.42.
Sunrun (NASDAQ:RUN – Get Free Report) last released its earnings results on Wednesday, August 5th. The energy company reported $0.42 EPS for the quarter, beating the consensus estimate of $0.23 by $0.19. The company had revenue of $869.99 million for the quarter, compared to analyst estimates of $746.87 million. Sunrun had a net margin of 11.59% and a return on equity of 9.59%. The firm’s quarterly revenue was up 52.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.07 EPS. Equities research analysts expect that Sunrun Inc. will post 1.19 EPS for the current year. Sunrun News Roundup Here are the key news stories impacting Sunrun this week:
Positive Sentiment: Sunrun’s third-quarter 2026 earnings release is scheduled for after the market closes on November 4, followed by a conference call at 4:30 p.m. ET. The event gives investors a near-term catalyst and an opportunity to assess operating performance, liquidity and outlook. Sunrun Announces Date for Third Quarter 2026 Earnings Report Neutral Sentiment: Sunrun recently gained 2.1% in a prior session, but the stock remains well below its 50-day and 200-day moving averages and is close to its 52-week low, signaling continued investor caution. Sunrun Exceeds Market Returns: Some Facts to Consider Negative Sentiment: Several executives reported stock sales dated October 6, including CEO Mary Powell, CFO Danny Abajian, CAO Maria Barak, CRO Paul Dickson and insider Jeanna Steele. The transactions totaled roughly 68,700 shares, but all were described as sales to satisfy tax obligations from equity vesting. The volume of insider selling may weigh on sentiment, even though it does not necessarily represent discretionary bearish trading. Sunrun CEO Insider Filing Sunrun CFO Insider Filing Negative Sentiment: Sunrun previously set a new one-year low, reinforcing concerns about weak momentum and heightened volatility. The stock’s elevated beta and leverage could amplify reactions to the upcoming earnings report. Sunrun Sets New 1-Year Low Institutional Inflows and Outflows A number of hedge funds have recently bought and sold shares of the business. Dimensional Fund Advisors LP raised its position in Sunrun by 2.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 6,519,053 shares of the energy company’s stock valued at $88,375,000 after purchasing an additional 165,196 shares during the last quarter. Contour Asset Management LLC bought a new stake in shares of Sunrun in the 4th quarter worth approximately $98,010,000. Maple Rock Capital Partners Inc. grew its position in shares of Sunrun by 23.1% in the 2nd quarter. Maple Rock Capital Partners Inc. now owns 3,694,548 shares of the energy company’s stock worth $49,433,000 after buying an additional 692,448 shares during the last quarter. Amundi grew its position in shares of Sunrun by 3.9% in the 2nd quarter. Amundi now owns 3,428,504 shares of the energy company’s stock worth $45,845,000 after buying an additional 127,878 shares during the last quarter. Finally, Bank of America Corp DE purchased a new position in shares of Sunrun during the second quarter valued at approximately $29,953,000. Hedge funds and other institutional investors own 91.69% of the company’s stock.
Wall Street Analyst Weigh In RUN has been the topic of a number of analyst reports. The Goldman Sachs Group decreased their price target on Sunrun from $15.00 to $13.00 and set a “buy” rating on the stock in a research note on Monday, September 21st. Wall Street Zen raised Sunrun from a “sell” rating to a “hold” rating in a research note on Saturday, August 15th. TD Cowen cut their target price on shares of Sunrun from $21.00 to $16.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. UBS Group decreased their target price on shares of Sunrun from $23.00 to $20.00 and set a “buy” rating on the stock in a research note on Tuesday, June 16th. Finally, Citigroup lowered their price target on shares of Sunrun from $20.00 to $16.00 and set a “buy” rating for the company in a report on Friday, August 7th. Twelve research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $16.70.
Read Our Latest Analysis on RUN
Sunrun Company Profile (Get Free Report)
Sunrun Inc is a residential solar energy company that designs, installs, owns and maintains solar energy systems for homeowners. The company typically provides electricity through long-term agreements, including solar leases and power purchase agreements, allowing customers to use electricity generated by rooftop solar systems without purchasing the equipment outright.
Sunrun also offers energy storage solutions, including its BrightBox battery system, which can store electricity for use during outages, periods of high demand or when solar generation is unavailable.
Read More Five stocks we like better than Sunrun Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up
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Spotové zlato XAUUSD zůstává pod tlakem silného dolaru a vysokých dluhopisových výnosů; hlavní trend zůstává klesající, dokud cena nepřekoná 4 399,67 USD.
At 16:05 GMT, spot gold is trading at $4,107.44, down $3.90 or -0.09%. It opened at $4,112.73, reached $4,143.43 and bottomed at $4,103.45.
The Fed Still Has Another Hike in the Market The September Fed minutes did not give gold traders much room to buy. Officials agreed on the quarter-point increase, but not all for the same reason. Some were focused on energy and other price shocks. Others were worried inflation was spreading through demand.
Either way, officials still think inflation is too high. They aren’t ready to let long-term yields carry the tightening.
Governor Christopher Waller said more hikes will likely be needed to bring inflation down, though not necessarily back to back.
FedWatch puts the odds of a hold at the October 28 meeting at 80.6%, with a 19.4% chance of another quarter-point increase. December is a different trade. The market puts 86.3% odds on at least one increase by the December 9 meeting.
December is the date gold has to carry.
Gold Price Forecast
Every new Gold analysis as it publishes, today's technical signal and key levels, live price — on one page.
See all Gold forecastsDaily US Government Bonds 10-Year Yield The 10-year Treasury yield was around 5.30% Thursday after reaching 5.354% Wednesday, its highest level since 2002. The 30-year was near 5.65% after trading just under a 24-year high the day before.
The 10-year auction Wednesday drew strong central-bank demand, but it still cleared at the highest yield since November 2000. Buyers showed up. They demanded a lot of yield to do it.
Treasury sells $22 billion of 30-year bonds Thursday. That is the next test for a market that has been questioning who will own long-dated U.S. debt as deficits grow and oil climbs.
Those same deficit worries are part of why gold has a floor under it. With yields over 5%, nobody’s in a hurry to chase it.
Hormuz Risk Is Supporting Gold, Not Lifting It The Strait of Hormuz is still a risk for the metal. Tanker operators are dealing with more threats and intimidation after Iran warned it could block routes it has not authorized.
That keeps a geopolitical bid under gold. It also helps explain why the market did not collapse after Wednesday’s selloff.
It hasn’t turned the trend, though. Traders are looking at Treasury yields, the dollar and December before they look at the tankers.
Daily Spot Gold (XAUUSD) Technical Analysis Daily Spot Gold (XAU/USD) Spot gold is trading lower Thursday after failing to extend the early rally. The main trend is down according to the daily swing chart. A trade through the main top at $4,399.67 will change the main trend to up. A move through the main bottom at $4,066.54 will reaffirm the downtrend.
The minor trend is down. Wednesday’s high at $4,184.38 is the new minor top. A trade through this level will turn the minor trend up and show that buyers are doing more than reacting to the low.
The first resistance is the long-term 61.8% level at $4,230.51. Above it, resistance comes in at $4,315.81, followed by the 50-day moving average at $4,331.62.
A break through $4,066.54 would expose the main bottoms at $3,996.06, $3,959.80 and $3,942.10. The 61.8% retracement level at $3,886.46 is the deeper downside target.
What to Watch The 30-year Treasury auction is the next live test for gold. The 10-year sale found buyers Wednesday, and the yield still stayed high. The long end and the dollar haven’t backed off, and Thursday’s early buying didn’t survive that.
Spot gold topped at $4,143.43 early Thursday and slipped back toward $4,103.45 by midday in New York. The bias is to the downside while the main and minor trends are down, gold remains under $4,230.51 and the market trades below the 50-day moving average. Buyers need to take out $4,184.38 first. Sellers need $4,066.54 to resume the downtrend.
If you’d like to know more about how to trade gold, please visit our educational area.
Glaukos Corporation (NYSE:GKOS) reported three-year trial results for its non-invasive keratoconus treatment while simultaneously securing an exclusive licensing deal to broaden its pipeline of retinal disease therapies.
Long-Term Phase 3 Success For EpioxaThe ophthalmic healthcare firm released positive topline data from its GLK-202-03 extension study evaluating Epioxa, a novel topical therapy for keratoconus.
Keratoconus is a sight-threatening corneal disorder that remains widely undiagnosed and undertreated throughout the patient population.
Designed as an incision-free alternative to traditional corneal cross-linking, the oxygen-supplemented therapy is bioactivated by pulsed UV light and does not require removing the corneal epithelium, helping to lower procedure pain, streamline administration, and speed patient recovery.
The extension trial monitored 38 study eyes across 35 subjects for up to three years following a single Epioxa treatment, with no further medical interventions administered during the follow-up period.
A total of 92% of participant eyes completed the final three-year assessment visit. Treated eyes maintained a 1.9 diopter improvement in maximum corneal curvature from baseline, proving long-term stabilization and flattening of the cornea.
Furthermore, visual outcomes showed strong performance, with 29% of eyes gaining two or more lines of best-corrected visual acuity and 20% gaining three or more lines.
The treatment maintained a clean safety profile with zero serious adverse events, treatment-related adverse events, or therapy-related patient discontinuations.
Retinal Pipeline Expansion Via Licensing DealGlaukos also announced an exclusive licensing agreement with RevOpsis Therapeutics Inc. to develop and commercialize RO-104, a first-in-class tri-specific biologic.
The high-concentration drug candidate targets several conditions, including neovascular age-related macular degeneration, diabetic macular edema, diabetic retinopathy, and retinal vein occlusion.
The therapeutic simultaneously blocks VEGF-A and VEGF-C while inhibiting Ang-2. Preclinical testing in animal models showed superior performance over existing anti-VEGF therapies.
The deal grants Glaukos exclusive rights to leverage the RevMod platform to develop up to four additional retinal biologics. The financial terms of the transaction were not disclosed.
GKOS Price Action: Glaukos shares were down 10.76% at $153.65 at the time of publication on Thursday, according to Benzinga Pro data.
HWG Holdings LP ve třetím čtvrtletí nakoupila 18 117 akcií společnosti Arista Networks za přibližně 3,688 milionu USD; tato pozice tvoří 0,9 % jejího portfolia.
HWG Holdings LP purchased a new position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 18,117 shares of the technology company’s stock, valued at approximately $3,688,000. Arista Networks makes up about 0.9% of HWG Holdings LP’s investment portfolio, making the stock its 29th biggest holding.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Applied Capital LLC FL bought a new position in Arista Networks during the third quarter worth about $6,005,000. Dominguez Wealth Management Solutions Inc. bought a new stake in shares of Arista Networks in the third quarter worth about $773,000. Elevation Wealth Partners LLC increased its holdings in shares of Arista Networks by 386.7% in the third quarter. Elevation Wealth Partners LLC now owns 1,431 shares of the technology company’s stock worth $291,000 after acquiring an additional 1,137 shares in the last quarter. Retirement Wealth Solutions LLC raised its position in shares of Arista Networks by 890.0% during the third quarter. Retirement Wealth Solutions LLC now owns 297 shares of the technology company’s stock worth $60,000 after purchasing an additional 267 shares during the period. Finally, Cooper Financial Group raised its position in shares of Arista Networks by 36.6% during the third quarter. Cooper Financial Group now owns 17,084 shares of the technology company’s stock worth $3,478,000 after purchasing an additional 4,576 shares during the period. Institutional investors and hedge funds own 82.47% of the company’s stock.
Arista Networks Stock Performance NYSE:ANET opened at $215.71 on Thursday. The stock has a 50-day simple moving average of $196.59 and a 200 day simple moving average of $171.18. Arista Networks, Inc. has a 52-week low of $114.52 and a 52-week high of $217.32. The company has a market cap of $272.06 billion, a PE ratio of 68.05, a PEG ratio of 2.53 and a beta of 1.60.
Arista Networks (NYSE:ANET – Get Free Report) last released its earnings results on Tuesday, August 4th. The technology company reported $1.02 EPS for the quarter, beating the consensus estimate of $0.89 by $0.13. Arista Networks had a return on equity of 30.65% and a net margin of 38.37%.The firm had revenue of $3.04 billion for the quarter, compared to analysts’ expectations of $2.83 billion. During the same quarter in the previous year, the business posted $0.73 EPS. The business’s quarterly revenue was up 37.7% compared to the same quarter last year. Arista Networks has set its Q3 2026 guidance at 1.060-1.080 EPS. On average, research analysts predict that Arista Networks, Inc. will post 3.74 earnings per share for the current fiscal year. Key Stories Impacting Arista Networks Here are the key news stories impacting Arista Networks this week:
Positive Sentiment: Arista announced an open Ethernet rack-scale portfolio designed for high-density, scale-up and scale-out AI infrastructure. The liquid-cooled solutions use open standards and were developed with partners including AMD, Arm, Broadcom, Meta, Microsoft and Qualcomm, strengthening Arista’s positioning in the fast-growing AI data-center networking market. Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics Positive Sentiment: ClearBridge Investments highlighted Arista as an AI infrastructure company with solid execution, a clearer path to AI monetization and raised guidance. The commentary suggests investors are favoring Arista over some higher-momentum semiconductor names. Arista Networks Outperforms AI Infrastructure Peers Positive Sentiment: Earlier analyst actions remain supportive: Bernstein initiated coverage at Outperform, while the broader analyst consensus is Buy with a $231.70 target. Arista’s latest reported quarter also showed strong momentum, including 37.7% year-over-year revenue growth and earnings above expectations. Neutral Sentiment: Arista will report third-quarter 2026 results after the market close on November 3. Investors may be positioning ahead of the release, with attention focused on whether AI-related demand supports the company’s guidance of $1.06-$1.08 in quarterly EPS. Arista Networks Q3 2026 Earnings Date Negative Sentiment: Zacks Research downgraded Arista from Strong Buy to Hold, which may have contributed to profit-taking after the stock’s sharp rally and elevated valuation. Negative Sentiment: A director sold 5,000 shares through a pre-arranged Rule 10b5-1 plan. Although the transaction was scheduled in advance, it adds a modest negative signal for sentiment. Analysts Set New Price Targets Several equities analysts recently issued reports on the company. Erste Group Bank upgraded Arista Networks from a “hold” rating to a “buy” rating in a research report on Wednesday, July 15th. Sanford C. Bernstein assumed coverage on shares of Arista Networks in a research note on Wednesday, September 30th. They issued an “outperform” rating and a $250.00 price target on the stock. Deutsche Bank Aktiengesellschaft started coverage on shares of Arista Networks in a report on Monday, August 31st. They issued a “buy” rating and a $220.00 price target for the company. Jefferies Financial Group set a $250.00 price objective on shares of Arista Networks in a research report on Wednesday, August 5th. Finally, Rosenblatt Securities raised their price objective on shares of Arista Networks from $210.00 to $280.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Arista Networks has an average rating of “Moderate Buy” and an average target price of $231.70.
Get Our Latest Stock Analysis on ANET
Insiders Place Their Bets In related news, CEO Jayshree Ullal sold 62,622 shares of the firm’s stock in a transaction on Friday, September 25th. The shares were sold at an average price of $211.40, for a total value of $13,238,290.80. Following the completion of the transaction, the chief executive officer owned 4,876,972 shares of the company’s stock, valued at approximately $1,030,991,880.80. This trade represents a 1.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 17,333 shares of Arista Networks stock in a transaction on Monday, September 21st. The shares were sold at an average price of $203.50, for a total transaction of $3,527,265.50. Following the completion of the sale, the insider owned 12,976 shares in the company, valued at $2,640,616. The trade was a 57.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 3,144,894 shares of company stock valued at $631,310,023 over the last 90 days. 2.70% of the stock is currently owned by company insiders.
Arista Networks Company Profile (Free Report)
Arista Networks, Inc develops and sells cloud networking solutions for data centers, campus environments and high-performance computing applications. Its products include Ethernet switches, routers, wireless access points and related networking equipment designed to support cloud computing, artificial intelligence, enterprise and service-provider networks.
The company’s software portfolio includes Arista EOS, its network operating system, and CloudVision, a platform that helps customers manage, automate and monitor network infrastructure.
Further Reading Five stocks we like better than Arista Networks Skydance Just Became a Media Giant—With an $80 Billion Debt Load Could Velo3D Be the Next Defense Buyout Target? Penguin Solutions Is Soaring as AI Memory Demand Explodes Alphabet’s Chart Is Coiling—and the Fundamentals May Be Ready to Back It Up Want to see what other hedge funds are holding ANET? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Arista Networks, Inc. (NYSE:ANET – Free Report).
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Arista Networks představila otevřená ethernetová řešení pro infrastrukturu AI; Etherlink SU-14 podporuje až 144 akcelerátorů na jeden rack a 1 024 XPU napříč několika racky.
Key Takeaways Arista Networks unveiled open Ethernet rack-scale solutions for high-density AI infrastructure.ANETs Etherlink SU-14 supports up to 144 accelerators per rack and 1,024 XPUs across racks.New optics can boost networking capacity to 6.5 Pb/s per rack while supporting advanced cooling. Arista Networks, Inc. (ANET - Free Report) has unveiled a new open Ethernet rack-scale portfolio designed to support high-density artificial intelligence (AI) infrastructure across both scale-up and scale-out environments. Developed with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm, the solutions offer cloud and enterprise customers a flexible alternative to proprietary AI systems.
Arista’s latest Etherlink SU-14 architecture extends Ethernet into scale-up environments, supporting up to 144 accelerators in a single rack and up to 1,024 XPUs through cross-rack configurations. It includes orthogonal chassis, cabled backplane and cross-rack designs, allowing customers to choose architectures based on their bandwidth, cooling and scalability needs.
For scale-out AI environments, the company’s rack-scale solutions support technologies such as ESUN, NVIDIA’s NVLink, NVLink Fusion and PCIe. Built on Arista’s Netdi foundation, the platform uses Ultra Ethernet Consortium standards, Multipath Reliable Connection, multi-plane routing, Dynamic Load Balancing and Cluster Load Balancing to improve AI workload performance and token-generation efficiency.
Arista’s rack designs also integrate liquid-cooled 7060EX7 switches with up to 102.4 Tbps of capacity per switch, alongside cooling manifolds, leak detection, rack controllers and backup power systems. The company’s next-generation optics, including XPO and open CPO/NPO, can raise networking capacity from 1.6 Pb/s to 6.5 Pb/s per rack compared with current OSFP-based switches.
As demand for high-performance AI infrastructure accelerates, the launch strengthens Arista’s position in AI networking by combining open Ethernet connectivity, high-density computing and advanced cooling technologies while helping customers reduce data center footprint and avoid proprietary lock-in.
How Are Competitors Advancing in AI Infrastructure?Arista faces competition from Cisco Systems, Inc. (CSCO - Free Report) and NVIDIA Corporation (NVDA - Free Report) . Cisco is expanding its AI infrastructure business through its Secure AI Factory with NVIDIA, which now includes rack-scale systems. The solutions combine AI computing with Cisco’s networking, security and monitoring technologies for businesses and other large-scale AI deployments. The company is using its Nexus and Silicon One technologies to improve data movement across AI systems.
NVIDIA is advancing its AI infrastructure with the Vera Rubin platform, built to support large and complex AI workloads. The company is developing Spectrum-6 Ethernet to improve connectivity and data transfer between GPUs in AI data centers. NVIDIA is working with Amazon Web Services to add millions of GPUs to meet the growing demand for AI computing.
ANET’s Price Performance, Valuation & EstimatesShares of Arista have gained 37.1% over the past year against the industry’’s decline of 4%.
Image Source: Zacks Investment Research
From a valuation standpoint, Arista trades at a forward price-to-sales ratio of 17.88, above the industry average of 4.39.
Image Source: Zacks Investment Research
Earnings estimates for 2026 have remained static at $4.08 over the past 60 days, while the same for 2027 has increased 0.2% to $5.06.
Image Source: Zacks Investment Research
Arista currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CRH plánuje koupit dánské a finské aktivity společnosti NCC Industry, včetně lomů, asfaltových závodů a recyklačních provozů; transakce má být uzavřena v roce 2027.
Key Takeaways CRH to acquire NCC Industry's Denmark and Finland operations, adding aggregates and recycling capabilities.CRH invested $1.4B across 17 acquisitions through June 2026, supporting its connected portfolio strategy.CRH reaffirmed 2026 adjusted EBITDA guidance and expects another year of margin expansion. CRH plc (CRH - Free Report) is strengthening its aggregates-led growth strategy with the planned acquisition of NCC Industry’s operations in Denmark and Finland, adding scale and capabilities across key Nordic infrastructure markets. The transaction, expected to close in 2027, subject to approvals, includes Denmark’s network of asphalt plants and land- and marine-based aggregates sites, along with high-quality reserves. In Finland, CRH will gain reserve-backed hard-rock quarries, backfilling and recycling operations.
The deal complements CRH’s broader focus on transportation, water and reindustrialization, while expanding its exposure to road, infrastructure and industrial projects in high-growth urban markets. This strategy is already showing traction. In the second quarter of 2026, CRH’s International Solutions revenues rose 5% year over year, while adjusted EBITDA increased 8%, with Europe benefiting from infrastructure investment and reindustrialization.
The Nordic transaction also reinforces CRH’s capital-allocation playbook. Year to date (as of June 30, 2026), the company has invested $1.4 billion across 17 acquisitions spanning aggregates, cementitious materials, roads and water. Management continues to see a strong M&A pipeline, while emphasizing its ability to create value through operational improvements and portfolio connectivity. Importantly, the acquisition comes as CRH expects continued infrastructure strength and another year of margin expansion. The company reaffirmed its 2026 adjusted EBITDA guidance of $8.1-$8.5 billion and expects its 13th consecutive year of margin expansion.
Overall, the Nordic deal appears strategically aligned with CRH’s connected portfolio model, potentially strengthening its position in infrastructure-driven markets while adding another avenue for long-term growth.
CRH vs. Martin Marietta & Vulcan: Aggregates Race Heats UpCRH, alongside its market peers Martin Marietta Materials, Inc. (MLM - Free Report) and Vulcan Materials Company (VMC - Free Report) , is positioned to benefit from sustained aggregates demand as transportation, water, reindustrialization and other infrastructure projects support construction activity.
Martin Marietta and Vulcan benefit from strong U.S. aggregates positions and infrastructure exposure, but CRH’s broader connected portfolio across aggregates, cementitious materials, roads, water and critical infrastructure gives it more avenues to capture project spending. Its latest Denmark and Finland deal further extends this acquisition-led strategy. CRH appears to have an edge in inorganic growth and portfolio connectivity.
Overall, CRH’s scale, aggressive M&A, geographic diversification and cross-selling opportunities could give it a competitive edge over Martin Marietta and Vulcan as infrastructure investment remains strong.
CRH Stock’s Price Performance & Valuation TrendCRH stock has declined 21.9% over the past three months, underperforming the Zacks Building Products - Miscellaneous industry, the broader Zacks Construction sector and the S&P 500 Index.
Image Source: Zacks Investment Research
CRH stock is currently trading at a discount compared with the industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 12.67, as the trend lines suggest below.
Image Source: Zacks Investment Research
Earnings Estimate Trend of CRHOver the past 60 days, CRH’s earnings estimates for 2026 have remained unchanged at $5.90, while those of 2027 have declined to $6.59 per share. The estimates for 2026 and 2027 imply year-over-year improvements of 5.9% and 11.6%, respectively.
Image Source: Zacks Investment Research
CRH currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Společnost AeroVironment v 1. fiskálním čtvrtletí zvýšila tržby o 6 % na 480,5 milionu USD; tržby segmentu autonomních systémů vzrostly o 21 % na 346 milionů USD.
Key Takeaways AVAV delivered $480.5 million in revenues, while Autonomous Systems revenues jumped 21% to $346 million.Record funded backlog of $1.5 billion and $683 million in bookings provide stronger future revenue visibility.New contracts for P550 and Switchblade 600 highlight continued demand for autonomous defense technologies. AeroVironment’s (AVAV - Free Report) fiscal 2027 is off to a strong start, supported by record first-quarter revenues and a funded backlog. The company is seeing particularly strong momentum in its Autonomous Systems (AxS) segment, highlighting the growing importance of unmanned and autonomous capabilities in modern defense operations. AeroVironment generated $480.5 million in first-quarter revenues, up 6% year over year, while AxS revenues increased 21% to $346 million.
The company recorded $683 million in bookings, resulting in a 1.4 book-to-bill ratio. Funded backlog reached a record $1.5 billion, up 37% year over year, providing greater visibility into future revenues.
A key advantage for AeroVironment is its expanding portfolio of autonomous and unmanned defense technologies. The company develops systems spanning autonomous aircraft, precision strike, counter-UAS and directed-energy capabilities, allowing it to address multiple requirements across the modern battlefield. During the fiscal first quarter, the U.S. Army awarded AeroVironment a $117 million contract for its P550 system under the Long-Range Reconnaissance program. The company also received a $51 million Switchblade 600 order supporting the Army’s Lethal Unmanned Systems IDIQ. These awards demonstrate continued demand for AVAV’s autonomous and precision-strike technologies.
The company is also broadening its position across defense technology. Beyond autonomous systems, AeroVironment develops precision-strike, counter-UAS, space, directed-energy and cyber capabilities. This diversified portfolio could help AVAV capture a wider range of defense modernization opportunities as governments prioritize technologies designed for increasingly autonomous and contested battlefields.
Other Defense Stocks Benefiting From Autonomous SystemsAlong with AeroVironment, other companies are also positioned to benefit from growing defense demand for autonomous and unmanned systems, as discussed below:
Red Cat Holdings (RCAT - Free Report) is gaining exposure to the autonomous-drone trend through its defense and national-security drone portfolio. Its acquisition of Apium Swarm Robotics has expanded its capabilities in autonomous swarming technology.
Kratos Defense & Security Solutions (KTOS - Free Report) also offers exposure through its unmanned-systems business, alongside broader defense technologies spanning space, electronics and other mission-critical applications.
AVAV Stock’s Earnings EstimatesThe Zacks Consensus Estimate for fiscal 2027 earnings per share implies a decrease of 1.8% year over year.
Image Source: Zacks Investment Research
AVAV Stock Trades at a DiscountIn terms of valuation, AVAV’s forward 12-month price-to-sales (P/S) is 3X, a discount to the industry’s average of 7.1X.
Image Source: Zacks Investment Research
AVAV Stock’s Price PerformanceIn the past three months, the company’s shares have lost 6.4% compared with the industry’s 16.2% decline.
Akcie společnosti Haemonetics ve čtvrtek vzrostly o více než 13 % poté, co CSL oznámila, že do konce roku 2027 dokončí zavedení zařízení NexSys PCS ve všech svých plazmaferézních centrech v USA.
Haemonetics (NYSE:HAE) shares jumped over 13% to $115.20 on Thursday after CSL set out a timetable for moving its US plasma collection centers onto the company's devices.
CSL Limited (ASX:CSL), the Australian biotechnology company, expects to finish rolling out Haemonetics' NexSys PCS devices with Persona PLUS technology and related disposables by the end of 2027.
Plasma is the liquid portion of blood that donors give at collection centers and manufacturers use to make treatments for rare and chronic diseases.
CSL told Haemonetics it anticipates the transition will cover all of its plasma collection centers currently operating in the US.
The companies signed a non-exclusive supply agreement in August, which allows CSL to use Haemonetics' devices and buy related disposables in the US while keeping other suppliers available.
The scope and timing of the rollout remain subject to change under the terms of the supply agreement, and implementation details have yet to be determined.
Haemonetics is not updating its previously issued financial year 2027 guidance, so its forecast remains unchanged for now.
The company expects to update investors on the agreement's anticipated effect on its financial year 2027 results during its second-quarter earnings call in November 2026.
Disposables are single-use items that are replaced for each donor and generate recurring revenue for device makers beyond the initial equipment sale.
Ultragenyx prodá poukaz FDA k prioritnímu přezkumu vzácných pediatrických onemocnění za 210 mil. USD; po úhradě 42 mil. USD organizaci NIH jí před dalšími náklady zůstane přibližně 168 mil. USD.
Key Takeaways Ultragenyx will receive $210M from selling a Rare Pediatric Disease Priority Review Voucher.The deal adds non-dilutive cash to support research, development and commercialization efforts.About $168M remains before other costs after a $42M NIH payment tied to a prior patent license. Ultragenyx Pharmaceutical (RARE - Free Report) has entered into a definitive agreement to sell a Rare Pediatric Disease Priority Review Voucher (PRV) for $210 million. The transaction is expected to provide the rare-disease drugmaker with a meaningful influx of non-dilutive cash, strengthening its financial position as it advances therapies for rare and ultra-rare diseases. The proceeds could also support Ultragenyx’s efforts to move toward profitability without requiring an equity financing. The deal remains subject to the satisfaction of certain regulatory and customary closing conditions.
The PRV was awarded to Ultragenyx following the FDA approval of Genglycos (pariglasgene brecaparvovec-opnr), also known as DTX401. Under the agency’s Rare Pediatric Disease PRV program, an eligible sponsor can receive a voucher after gaining approval for a qualifying rare pediatric disease therapy. The voucher can then be redeemed to obtain priority review for a future marketing application for a different eligible product. Importantly, the voucher can also be sold or transferred, allowing drugmakers to monetize the regulatory asset and generate capital.
Recent FDA Approval of Genglycos Earns RARE a Valuable PRVIn August, the FDA granted accelerated approval to Ultragenyx’s Genglycos to treat glycogen storage disease type Ia (GSDIa), making it the first treatment designed to address the underlying cause of the rare metabolic disorder. The therapy is indicated as an adjunct to nutritional management to reduce daily cornstarch intake in adults and pediatric patients aged eight years and older. The approval represents another important regulatory milestone for Ultragenyx as the company expands its portfolio of therapies targeting serious rare diseases.
Year to date, RARE shares have plunged 35.3% against the industry’s 1.3% growth.
Image Source: Zacks Investment Research
Ultragenyx’s Genglycos is an AAV8 gene therapy developed to target the underlying disease biology in GSDIa. By focusing on the root cause rather than solely managing symptoms through dietary measures, the therapy broadens treatment options for patients with a condition associated with significant unmet medical need. The approval marked Ultragenyx’s first gene therapy product and fifth FDA approval overall, strengthening its rare-disease franchise and expanding its presence in genetic and metabolic disorders.
The approval was strategically important because the resulting PRV gives Ultragenyx immediate financial flexibility beyond Genglycos’ commercial opportunity. The $210 million sale will provide non-dilutive capital to support research, development and commercialization. However, 20% ($42 million) of the proceeds is payable to the NIH under a prior patent license agreement, leaving about $168 million before other costs. Ultragenyx has previously benefited from PRV monetization to fund Genglycos’ development, highlighting the program’s role as a source of non-dilutive funding for rare-disease innovation.
Ultragenyx’s marketed portfolio spans several rare metabolic and genetic disorders. Crysvita (burosumab-twza) is approved for X-linked hypophosphatemia in adults and pediatric patients and for tumor-induced osteomalacia, while Mepsevii (vestronidase alfa-vjbk) treats mucopolysaccharidosis type VII. Dojolvi (triheptanoin) is indicated for long-chain fatty acid oxidation disorders, and Evkeeza (evinacumab-dgnb) is approved for homozygous familial hypercholesterolemia. Evkeeza is a partnered drug, with Ultragenyx holding rights to develop, commercialize and distribute it outside the United States, while Regeneron Pharmaceuticals commercializes it in the United States.
In September, the FDA also approved Fayuvi (rebisufligene etisparvovec-hopf), a one-time gene therapy for the neurologic manifestations of mucopolysaccharidosis type IIIA, also known as Sanfilippo syndrome Type A, in pediatric patients with preserved neurodevelopmental function. The approval marked Ultragenyx’s sixth FDA approval overall and second gene therapy approval, further expanding its presence in rare and ultra-rare diseases.
RARE’s Zacks Rank & Stocks to ConsiderUltragenyx currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Alnylam Pharmaceuticals (ALNY - Free Report) , currently sporting a Zacks Rank #1 (Strong Buy), and CRISPR Therapeutics (CRSP - Free Report) and Aldeyra Therapeutics (ALDX - Free Report) , each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Alnylam’s 2026 earnings per share have decreased from $8.65 to $8.63. Over the same period, earnings estimates for 2027 have decreased from $12.13 to $12.04. ALNY shares have plunged 43.5% year to date.
Alnylam’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 27.58%.
Over the past 60 days, estimates for CRISPR Therapeutics’ 2026 loss per share have narrowed from $4.53 to $4.47. Over the same period, earnings estimates for 2027 have narrowed from $3.63 to $3.61. CRSP shares have lost 0.1% year to date.
CRISPR Therapeutics’ earnings beat estimates in two of the trailing four quarters and missed on the remaining two occasions, with the average negative surprise being 1.38%.
Over the past 60 days, loss per share estimates for Aldeyra Therapeutics have narrowed from 43 cents to 39 cents for 2026. Over the same period, estimates for 2027 loss per share have narrowed from 22 cents to 16 cents. ALDX shares have plunged 81.5% year to date.
Aldeyra Therapeutics’ earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 29.25%.
Gnosis nasadil pravidlo Fast Confirmation Rule do mostů xDAI Bridge a Omnibridge, čímž zkrátil dobu vkladů z Etherea do Gnosis Chain přibližně z 13 minut na 13 sekund.
Moving funds from Ethereum to Gnosis Chain used to mean waiting long enough to brew a pot of coffee. Now the wait is about as long as it takes to read this paragraph.
Gnosis has integrated Ethereum’s Fast Confirmation Rule (FCR) into its official bridges, the xDAI bridge and Omnibridge. Deposits from Ethereum mainnet now process in approximately 13 seconds. Before the change, they waited for full economic finality, which took about 13 minutes.
What changed, and what didn’t The switch went live on October 8, 2026. Gnosis says this makes it the first production system to run FCR, so other teams now have a real deployment to study.
The timeline also beat its own forecast. Gnosis documented the FCR integration on September 24, 2026, with a target of production rollout by the end of October. It shipped weeks ahead of that.
For users and developers, nothing needs to change. No wallet updates are required, no contracts need redeploying, and no settings need toggling. Every transfer that starts on Ethereum and heads to Gnosis now uses FCR by default.
The speedup only works in one direction. Transfers that start on Gnosis and go to Ethereum still rely on economic finality, which the research puts at roughly 5 minutes.
How fast confirmation actually works Ethereum’s standard finality works like the county office. Under the Casper FFG mechanism, a block counts as final only after two full epochs are finalized.
FCR is a feature in Ethereum consensus clients that checks the attestation weight behind a recent block. Attestations are votes from validators confirming that a block is valid. If enough validator weight backs a block within one slot, FCR treats it as confirmed.
For Gnosis, this means its bridge validators can release funds on the Gnosis side much sooner. They no longer wait for Ethereum to finish its full finality process. They act once the attestation signal is strong enough.
The speed has a cost. Economic finality carries a guarantee tied to a 33% adversarial threshold. FCR relies on a different threshold of approximately 25%.
To keep the change transparent, Gnosis has set up public monitors. Users can check the confirmation status of their transactions themselves rather than taking the bridge’s word for it.
Why Gnosis is doing this now The FCR rollout is not a one-off upgrade. Gnosis frames it as one step on its roadmap toward synchronous composability within the Ethereum Economic Zone (EEZ).
Gnosis says atomic cross-chain calls are planned next. An atomic call is an all-or-nothing operation across chains: either every step succeeds, or none of them do.
What this means for users, builders, and the wider ecosystem The most immediate benefit goes to anyone who regularly moves value from Ethereum into Gnosis. A wait of about 13 minutes was long enough to make bridging feel like a chore. A wait of approximately 13 seconds makes it feel close to a normal transaction.
The security trade-off deserves attention, especially from larger users. Moving from a 33% adversarial threshold to approximately 25% is a deliberate choice. The public monitors give users a way to check that confidence instead of assuming it.
The asymmetry also matters. Keeping Gnosis-to-Ethereum transfers on economic finality suggests Gnosis is willing to accept faster, slightly riskier confirmations coming in, but wants the stronger guarantee for funds going back to mainnet.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Advokátní kancelář Rosen Law Firm prověřuje možné nároky investorů vůči společnosti Azenta v souvislosti s údajně zavádějícími informacemi. Akcie AZTA po zveřejnění rezignace generálního ředitele, k níž došlo 22. srpna 2026, klesly 24. srpna 2026 o 12 %.
New York, New York--(Newsfile Corp. - October 8, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Azenta, Inc. (NASDAQ: AZTA) resulting from allegations that Azenta may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased Azenta securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/azenta-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
WHAT IS THIS ABOUT: On August 24, 2026, Azenta filed with the SEC a current report on Form 8-K which stated that on "August 22, 2026, John P. Marotta resigned as President and Chief Executive Officer of Azenta, Inc. (the "Company") and as a member of the Company's Board of Directors (the "Board"), effective as of August 22, 2026 (the "Effective Date")."
On this news, Azenta's stock fell 12% on August 24, 2026.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
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Helmerich & Payne očekává ve čtvrtém fiskálním čtvrtletí přímé marže u horní hranice výhledu; International Solutions má dosáhnout 45 milionů USD. ExxonMobil během 12 měsíců rozšíří FlexRobotics ze dvou na devět systémů.
Key Takeaways Helmerich & Payne expects fiscal fourth-quarter margins near the high end of its guided range.International Solutions is expected to deliver about $45 million in direct margins for the quarter.ExxonMobil plans seven more FlexRobotics systems, bringing its total deployment to nine. Helmerich & Payne (HP - Free Report) is heading into the end of fiscal 2026 with encouraging operating momentum. The company recently said it expects direct margins across the North America Solutions, International Solutions and Offshore Solutions businesses to come in at or near the high end of their previously issued fiscal fourth-quarter guidance. The update also points to steady activity across its portfolio and a constructive start to fiscal 2027. Separately, HP is expanding its FlexRobotics relationship with ExxonMobil Holdings Corporation (XOM - Free Report) , adding another potential avenue for technology-led growth.
Fiscal Q4 Performance on TrackHelmerich & Payneexpects its North America Solutions average rig count to be near the high end of its fiscal fourth-quarter guided range. This is important because the segment remains the company’s largest operating business and provides a key source of earnings and cash generation.
International Solutions is expected to post an average rig count near the midpoint of its range, while Offshore Solutions is also expected to come in around the midpoint for the average rig count and management contracts.
The margin outlook is particularly notable in International Solutions. Helmerich & Payneexpects the segment to generate direct margins of around $45 million during the quarter, near the upper end of the previously provided $25-$45 million range. Management highlighted the performance as a strong finish to fiscal 2026, even as geopolitical disruptions continue to affect activity in parts of the Middle East.
The company said other financial guidance items provided with its Aug. 5 earnings release remain unchanged. That stability gives investors greater visibility into the expected fiscal fourth-quarter performance rather than suggesting that the improved margin outlook is being driven by a broad revision to the company’s overall assumptions.
Encouraging Fiscal 2027 SetupHP’s comments also extend beyond the fiscal fourth-quarter results. Management expects overall direct margins in fiscal 2027 to be stronger than in fiscal 2026, supported by customer discussions and contracting activity across its global portfolio. In North America, the company sees activity remaining robust and commercial trends continuing to support the business.
Internationally, the outlook is more mixed. HP expects stronger activity in Latin America to partly offset near-term reductions in the Middle East. This geographic diversification remains an important feature of the company’s strategy because stronger performance in one region can help cushion disruptions in another.
Management also reiterated its commitment to reducing leverage to approximately 1x net debt to adjusted EBITDA by calendar year-end 2027 while maintaining the base dividend. The combination of improving margins, sustained activity and a stated balance-sheet objective could support investor confidence in the company’s medium-term financial profile.
FlexRobotics Deployment Adds a Technology CatalystOn the same day, Helmerich & Payne announced that ExxonMobil is expanding its use of FlexRobotics technology. After the initial deployment of two systems on HP rigs, ExxonMobil plans to add seven more systems over the next 12 months. That would bring the total number of FlexRobotics systems operating for ExxonMobil to nine.
This expansion is strategically important because it demonstrates that HP’s automation technology is moving beyond initial deployments and into broader operational use. FlexRobotics is designed to automate repetitive rig-floor activities, which can reduce employee exposure to higher-risk tasks while improving consistency, precision and operating efficiency.
For Helmerich & Payne, a wider deployment with a major customer such as ExxonMobil provides validation of the technology’s commercial value. This can also strengthen the company’s broader automation portfolio and deepen its relationship with an important industry customer. While the announcement does not disclose financial terms, the planned increase from two systems to nine represents a meaningful expansion in scope.
The technology opportunity is particularly relevant as drilling contractors look for ways to improve performance without relying solely on higher rig counts. Automation can help customers extract greater efficiency from existing operations, making technology adoption an additional growth lever alongside traditional drilling activity.
Bottom LineHP’s Oct. 7 update provides investors with two distinct positives. Near term, the company expects fiscal fourth-quarter direct margins to land at or near the upper end of guidance, with North America activity remaining strong and International Solutions delivering an expected $45 million in direct margins. Longer term, management sees stronger overall direct margins in fiscal 2027, supported by customer activity and a more favorable outlook in Latin America.
At the same time, the expanded ExxonMobil FlexRobotics deployment strengthens HP’s position in drilling automation and shows that customers are increasingly adopting its technology. The combination of solid operating execution, international opportunities, automation growth and a focus on balance-sheet improvement gives HP a constructive setup as it enters fiscal 2027.
HP's Zacks Rank & Key PicksCurrently, HP and XOM have a Zacks Rank #3 (Hold) each.
Investors interested in the energy sector might consider some better-ranked stocks, such as Marathon Petroleum (MPC - Free Report) and Delek US Holdings (DK - Free Report) , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Marathon Petroleum is valued at $126.22 billion. The company is a leading U.S. independent refiner, marketer and transporter of petroleum products, with a strong refining footprint and an extensive midstream business. Marathon Petroleum benefits from its integrated operations, strategic refining assets and diversified earnings streams across the energy value chain.
Delek US Holdings is valued at $4.63 billion. It is a diversified downstream energy company engaged in petroleum refining, renewable fuels, asphalt production and logistics operations. Delek US Holdings operates multiple refineries in the United States and is committed to delivering safe, reliable energy while investing in cleaner energy initiatives.
Casey’s v 1. čtvrtletí fiskálního roku 2027 zvýšila zisk na akcii o 27,7 % na 7,37 USD a tržby o 24,3 % na 5 678,3 mil. USD, čímž překonala očekávání trhu.
It has been about a month since the last earnings report for Casey's General Stores (CASY - Free Report) . Shares have added about 0.7% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Casey's due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Casey's General Stores, Inc. before we dive into how investors and analysts have reacted as of late.
CASY Q1 Earnings Beat Estimates on Inside and Fuel GainsCasey’s General Stores posted first-quarter fiscal 2027 earnings of $7.37 per share, which increased 27.7% year over year and surpassed the Zacks Consensus Estimate of $6.60. Revenues rose 24.3% to $5,678.3 million, beating the $5,624 million consensus mark.
Higher inside and fuel gross profit supported the quarter, partly offset by increased operating expenses. Inside same-store sales rose 3.2%, while fuel same-store gallons slipped 0.3%.
CASY's Inside Sales Gain on Prepared Food DemandTotal inside sales increased 5.6% year over year to $1,777.5 million. Prepared food and dispensed beverage same-store sales advanced 4.8%, driven mainly by positive traffic, led by whole pizzas. Grocery and general merchandise same-store sales increased 2.7%, helped by non-alcoholic beverages.
Inside gross profit rose 6.3% to $749.8 million, while inside margin expanded about 30 basis points to 42.2%. Prepared food and dispensed beverage margin improved to 59.3% from 58%, reflecting favorable mix and cost-of-goods management, while grocery and general merchandise margin eased to 35.6% from 35.9%.
Casey's Fuel Profit Climbs on Margin StrengthTotal fuel gallons sold increased 2.5% to 934.2 million gallons as a larger store base more than offset the modest same-store decline. Fuel gross profit climbed 19.6% to $446.9 million.
Fuel margin, excluding credit card fees, widened to 47.8 cents per gallon from 41 cents a year earlier. Management said its fuel capabilities helped the company navigate a volatile environment and produce strong results during the quarter.
CASY's Costs Rise as Store Base ExpandsOperating expenses increased 8% to $754.1 million. Operating 64 more stores than a year earlier accounted for about 2% of the increase, while higher same-store credit card fees added roughly 1.5%.
Same-store employee expense contributed about 1% of the increase, primarily because of higher labor rates, while labor hours were nearly flat. Insurance accounted for another roughly 1% of the increase.
Casey's Earnings Growth Outpaces Expense IncreaseNet income advanced 27.1% year over year to $273.7 million. EBITDA increased 17.1% to $485.1 million as higher inside and fuel gross profit outweighed part of the cost pressure.
Cash provided by operating activities totaled $384.1 million compared with $372.4 million a year ago. Casey’s spent $194.4 million on property and equipment and ended July with about $1.4 billion of available liquidity, including $524.1 million in cash and cash equivalents.
CASY Expands Store Base and Returns CashCasey’s ended the quarter with 2,959 stores, up from 2,944 at the start of the fiscal year. The company added nine newly constructed stores and 12 acquired locations while closing or divesting six stores.
The company repurchased about $45.6 million of shares during the quarter and had approximately $973 million remaining under its authorization. The board also approved a quarterly dividend of 65 cents per share, payable on Nov. 13, 2026.
Casey's Keeps Fiscal 2027 Outlook UnchangedFor fiscal 2027, Casey’s continues to expect inside same-store sales growth of 2%-5%, with inside margin above 42%. Same-store fuel gallons are projected to range from down 1% to up 1%, while operating expenses are expected to increase 5%-7%.
The company continues to target EBITDA growth of 8%-10% and plans to open at least 120 stores through acquisitions and new construction. Casey’s also expects about $800 million of capital spending and roughly $95 million of net interest expense.
CASY's Three-Year Plan Adds a Longer Growth RunwayCasey’s new three-year plan calls for at least 400 additional stores during fiscal 2027 through fiscal 2029 through a mix of new builds and acquisitions. The investor plan also targets roughly $2 billion of free cash flow over the period and continued inside-store margin expansion.
The strategy pairs unit growth with operating-efficiency initiatives intended to keep operating-expense growth below EBITDA growth. Identified workstreams include store simplification, supply-chain efficiency, kitchen optimization, centralized procurement and a scalable support model as the store network expands.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.
VGM ScoresAt this time, Casey's has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Casey's has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Elastic představila AlertZero, tým agentů AI pro bezpečnostní operace, který automatizuje třídění výstrah, vyšetřování a lov hrozeb. Produkt bude dostupný v technické preview verzi.
Elastic Announces AlertZero, a Team of Specialized AI Agents for the Security Operations Lifecycle Elastic (NYSE: ESTC) today introduced AlertZero, the agentic layer built into Elastic Security, with a team of specialized agents that learn from and adapt to how a security team already works. The agents handle alert triage, investigation, threat hunting, detection tuning and forensic analysis, so each alert gets an evidence-backed answer. This puts analysts on the path to an equivalent of inbox zero: a short queue of recommended actions instead of thousands of raw alerts. Analysts retain full control over which actions are automated and which require human judgement: they choose how much work to delegate to AlertZero and when they need to make the decisions. Releasing into Technical Preview, AlertZero works with any model in any deployment, so teams can adopt AI on their terms.
Security teams face the same persistent bottleneck: alert volume has outpaced the analysts available to work through it, and false positives add to a queue that was already too large to clear. As attackers' use of AI evolves, new problems keep compounding this issue. In a recent high-profile attack, an autonomous AI agent generated more than 17,000 events across a production environment in only four days, moving from a dataset-pipeline exploit to credential theft and lateral movement. The individual signals were detectable, but understanding the attack required connecting them.
That is exactly what AlertZero was built for. It continuously correlates and investigates activity while helping teams reduce false positives that clog the alert queue, with the flexibility to adapt as threats evolve.
AlertZero organizes that work around Watches: specialized named groups of agents with defined responsibilities that run on triggers and schedules. Each Watch focuses on a specific area of security operations and carries its findings into a shared investigation record:
Triage Watch pares down the alert queue through enrichment, decides true or false, closes the noise with a reason, and escalates the real alerts.Hunt Watch handles the legwork by continuously threat hunting, driven by what runs in it and what the threat research says.Detection Watch learns from the other Watches: proposes tuning for noisy rules and new rules for gaps. It will not change a rule without approval.Forensics Watch provides specialist depth for forensics, malware analysis, and exploit paths when work requires skills a typical SOC may not have on staff.Security investigations rarely stay inside one data source or one model. Analysts may need to change models as an investigation develops, based on the task and the evidence they are working with — a flexibility many AI security tools can't offer. AlertZero is designed to provide that flexibility. It runs on Elastic's full data foundation, including structured and unstructured data, logs, and metrics, and works with whatever model an organization chooses across Elastic Cloud, self-managed, or air-gapped deployments.
"What makes AlertZero different is that our team who built it have sat in the SOC analyst's seat,” said Mike Nichols, general manager, Security, Elastic. "We focused on building a platform that gives teams enough visibility and control to deploy agentic automation at the scale and scope they can handle effectively. Every Watch in AlertZero aligns directly with key SOC responsibilities, and the level of autonomy is customizable for each Watch. Security teams get help where they need it most, with the model and deployment that are most effective for their needs.”
Customers can extend AlertZero using the same Agent Builder skills and Elastic Workflows that Elastic used to build it, adding workflows specific to their environment without leaving the platform.
Availability
AlertZero will be available to Elastic Security customers as a Technical Preview in Elastic Cloud, self-managed, and air-gapped environments. It builds on existing Elastic Security capabilities, including Attack Discovery, ES|QL, Agent Builder, and Elastic Workflows.
Receive updates on AlertZero by signing up here.
Additional Materials
Blog: Inside what's coming with AlertZero: connecting investigation, hunting, and response
About Elastic
Elastic (NYSE: ESTC) integrates its deep expertise in search technology with artificial intelligence to help everyone transform all of their data into answers, actions, and outcomes. Elasticsearch, which is the foundation for its search, observability, and security solutions, is used by thousands of companies, including more than 75% of the Fortune 100. Learn more at elastic.co.
Elastic and associated marks are trademarks or registered trademarks of elasticsearch B.V. and its subsidiaries. All other company and product names may be trademarks of their respective owners.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261008390511/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Elastic spustil soukromý náhled AI agenta nightshift AI SRE, který v platformě Elastic Observability průběžně odhaluje a analyzuje incidenty napříč technologickým stackem.
The AI SRE uses complete context from across the entire stack to continuously detect issues and learn from every incident, delivering evidence-backed answers engineers can trust
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC) today announced the private preview of Elastic® nightshift AI SRE, an AI agent built into Elastic Observability that investigates like an engineer and shows its work. It continuously detects and investigates issues across the entire stack with full context, including surfacing unknowns that rule-based alerts miss. Elastic nightshift AI SRE tests multiple root-cause hypotheses in parallel against telemetry and other relevant context to deliver evidence-backed answers with its reasoning visible at every step.
Cloud-native systems now produce more telemetry than any team can review manually, and agentic development has made the problem worse: code that writes code can fail in ways that don't trip a clean error code or fire an alert. In the past year, 78% of organizations had at least one incident where no alert fired and customers found the problem first, according to a NeuBird AI study from April 2026. Once an incident surfaces, investigation depends on context that is usually incomplete: telemetry dropped to control cost, knowledge scattered across code, runbooks and Slack, and lessons from past incidents lost. Observability agents only see what alerts catch, while standalone AI SREs reason over data they don't own. Elastic nightshift AI SRE brings detection, investigation, context and remediation together in a single AI SRE built into Elastic Observability.
Transparent Investigation
Elastic nightshift AI SRE investigates like an SRE would: ruling out dead ends, following connected signals and converging on root cause with transparent reasoning. Once an investigation identifies the likely root cause, Elastic nightshift AI SRE recommends a fix. It can select an existing workflow or pre-configured action and fill in the incident parameters or provide commands for an engineer to run. Engineers can inspect the investigation steps, including the queries the agent ran and the underlying data.
Complete Context
Each investigation draws on full context based on cost-efficient telemetry storage, so customers can keep what the AI needs instead of sampling it away. A knowledge graph connects that telemetry to source code from GitHub repositories, so Elastic nightshift AI SRE can point to the commit that likely caused an exception instead of leaving engineers to guess what changed. Investigation memory compounds over time, so every resolved incident makes the next investigation faster to resolve.
Detects Unknowns
Elastic nightshift AI SRE does not wait for a rule to fire. It continuously evaluates the environment and all telemetry for what needs attention, correlating alerts, SLOs and anomalies into findings an engineer should actually see, including issues that preconfigured alerts are blind to.
“Named role agents, including AI SRE, are the first step to AI-fueled operations,” said Shannon Kalvar, IDC Senior Research Director. “These agents need access to a broader context, particularly heterogeneous estates, along with the ability to both learn from their own action and reflect on those actions after the fact to begin to create the human-directed operating model of the future.”
"Most Observability agents only get smarter by scraping more data. Elastic nightshift AI SRE gets smarter by paying attention to how engineers work through investigations, and by checking its own homework once an incident is closed," said Baha Azarmi, general manager, Observability, Elastic. "That is how it keeps up with production without running up a token bill nobody wants to see."
Availability
Elastic nightshift AI SRE is available today in private preview on Elastic Observability Serverless, free for existing Elastic customers during the early access period. Elastic plans to bring it to technical preview later this year with broader support for third-party tools and data stores. Teams can join the waitlist at: elastic.co/observability/ai-sre/signup
Additional Materials
Read the blog: Meet Elastic nightshift AI SRE, your always-on coworker Learn more at: elastic.co/observability/ai-sre Sign up to request early access: elastic.co/observability/ai-sre/signup About Elastic
Elastic (NYSE: ESTC) integrates its deep expertise in search technology with artificial intelligence to help everyone transform all of their data into answers, actions, and outcomes. Elasticsearch, which is the foundation for its search, observability, and security solutions, is used by thousands of companies, including more than 75% of the Fortune 100. Learn more at elastic.co.
Elastic and associated marks are trademarks or registered trademarks of elasticsearch B.V. and its subsidiaries. All other company and product names may be trademarks of their respective owners.
ABM Industries ve třetím fiskálním čtvrtletí zvýšila upravený zisk na akcii o 27 % na 1,04 USD a tržby o 4,2 % na 2,32 miliardy USD; zároveň zvýšila celoroční výhled zisku.
A month has gone by since the last earnings report for ABM Industries (ABM - Free Report) . Shares have lost about 2% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is ABM Industries due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.
ABM posted adjusted earnings of $1.04 per share, which increased 27% year over year and surpassed the Zacks Consensus Estimate of $1.01 by 3%. Higher segment operating profit, lower tax expense and reduced ongoing corporate costs supported the bottom line.
Revenues rose 4.2% to $2.32 billion and beat the consensus mark of $2.30 billion by 0.7%. Growth was led by M&D and Aviation. Semiconductor, microgrid and data center-related revenues reached nearly $775 million through nine months, rising 26% organically.
ABM Revenue Growth Led by M&D and AviationM&D revenues climbed 17.6% year over year to $481 million, including 7.8% organic growth and 9.9% growth from acquisitions. The increase reflected client expansions and the WGNSTAR acquisition. Aviation revenues rose 12.5% to $328.1 million, supported by healthy travel demand and the continued ramp of the Heathrow Airport contract.
Business & Industry revenues declined 2.6% to $1.01 billion, reflecting the exit of a large U.K.-based client and West Coast softness. Education revenues were nearly flat, up 0.3% to $235.8 million.
ABM Industries Manages Technical Solutions Project TimingTechnical Solutions revenues increased 4.2% to $259.9 million, with organic growth of 2.1% and acquisitions adding another 2.1%. Strong HVAC and battery energy storage system activity was partly offset by microgrid project delays tied to an important client.
The segment generated operating profit of $21.5 million, up 10.8%, while margin improved to 8.3% from 7.8% on favorable service mix. Management said about $15 million of projects were deferred in the quarter, with nearly all expected to land in the fourth quarter and a small portion in the first quarter of fiscal 2027.
ABM Expands High-Growth Technology ExposureSemiconductor revenues reached about $300 million through the first nine months of fiscal 2026 and grew 65% organically. Microgrid revenues were about $300 million, up 17% organically, while data center revenues totaled roughly $175 million and advanced 8% organically. Together, these markets represented more than 11% of company revenues and carried double-digit blended operating margins.
Management said WGNSTAR is tracking well above its earlier $120-$130 million annualized revenue expectation. ABM reported two or three cross-sells across the combined semiconductor client base. The data center pipeline is also a multiple of its year-ago level, while a roughly $20 million Army Corps of Engineers microgrid project is expected to be executed in 2027.
ABM Industries Shows Better Margin ExecutionOn a GAAP basis, net income increased 18.9% to $49.7 million, or 84 cents per share, from $41.8 million, or 67 cents. Selling, general and administrative expenses declined 3.5% to $171.3 million. Adjusted EBITDA increased 11% to $139.6 million.
Segment operating margin was 7.7%, flat year over year but up 40 basis points sequentially. Business & Industry margin expanded to 7.4% from 7.1% and Education margin improved to 9.7% from 9%.
Aviation margin fell to 5.6% from 6.8% as airline customers sought cost relief amid higher jet fuel costs. M&D margin declined to 8.4% from 8.9%, reflecting growth investments and nearly $4 million of incremental WGNSTAR amortization. Excluding that amortization, the segment margin was 9.2%.
ABM Strengthens Cash Flow and LeverageThird-quarter operating cash flow was $146.8 million and free cash flow was $128.4 million. Through nine months, operating cash flow increased to $275 million from $101 million, while free cash flow rose to $199.6 million from $42.4 million, supported by working-capital management and ERP stabilization.
Total indebtedness ended the quarter at $1.8 billion, while leverage improved to 2.9X from 3.2X in the previous quarter. Available liquidity was $605.8 million, including $110.5 million of cash and equivalents. ABM also established a $300 million accounts receivable financing facility.
ABM Industries Raises Fiscal 2026 OutlookABM raised its adjusted earnings outlook to $3.95-$4.10 per share from $3.85-$4.15, increasing the midpoint.
Organic revenue growth is still expected toward the high end of 3-4%, with total revenue growth toward the high end of 4-5%. Segment operating margin is now projected to be in the band of 7.7-7.8% compared with the prior 7.8-8% range.
The company lifted its full-year operating cash flow expectation to about $300 million and free cash flow to about $210 million, up $25 million from the prior free cash flow outlook. Interest expense is still expected to be $110 million and the normalized tax rate remains at 29-30%.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a flat trend in fresh estimates.
VGM ScoresAt this time, ABM Industries has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. However, the stock has a score of A on the value side, putting it in the top quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook ABM Industries has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Přispěvatelé Lido představili Lido Lend, upravenou vidlici protokolu Morpho Blue pro méně rizikové půjčky. Spuštění ještě musí schválit Lido DAO a je plánováno na toto čtvrtletí.
The proposed lending market would be governed by the Lido DAO, pending a governance vote, with a launch targeted this quarter.
Lido contributors unveil Lido Lend, a Morpho Blue fork for lower-risk lending
Posted October 8, 2026 at 6:44 am ET.
Lido contributors unveiled Lido Lend, a decentralized lending market built on a modified fork of Morpho Blue, in a post on the Lido research forum on Oct. 7. The market is proposed to be governed by the Lido DAO and still needs a governance vote. The post says “Lido Lend is coming this quarter.”
Isolated Markets and Deposit Screening The post describes isolated lending markets, each scoped so lenders know the rules, can exit when utilization is full or liquidity is tight, and benefit from deposit screening meant to keep bad collateral out. It lists filtering of hacked funds among the intended protections. Markets would center on blue-chip assets and price-correlated pairs such as stETH and ETH, with borrowing rules set so that leveraged “looping” positions can be unwound under stress.
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Lido contributors said the product targets passive, long-term lenders and professional borrowers. They described it as a pool for specific needs rather than a general-purpose lending market, and said it is meant to sit alongside existing markets. The post cites Lido’s staking record as the basis for the approach: more than $25 billion staked as stETH and no major security incidents since inception.
Context and Early Replies Lido’s existing DeFi product, Lido Earn, felt the effects of the April 18 exploit of Kelp’s LayerZero bridge. Lido’s incident review said the stETH token and the core protocol were not compromised, but the EarnETH vault, which held positions tied to Kelp’s rsETH token, paused deposits and withdrawals and resumed full operations on May 15.
Two replies to the Lido Lend post had appeared as of Oct. 8. A commenter named Ginsing asked why Lido keeps launching products that compete with Morpho and Aave before earlier launches such as Lido Earn, stVaults and Wisp show returns, and urged cutting the DAO’s cost base. A commenter named jack1 said they support exploring lending if annual operating expenses are capped at $30 million and the DAO defines what share of new revenue goes to buying back and burning LDO, such as 50%.
What Comes Next Lido contributors said they will detail Lido Lend’s differentiating features over the next few weeks. They said technical specifications, market parameters and audit reports will go in a separate post in the same thread, ahead of the governance votes for launch and for the DAO’s acceptance of the protocol.
Related Listen: Guy Young on Why Ethena Launched a Neobank on Top of Its Stablecoin
AI-assisted content: This article was produced with the assistance of AI tools and was reviewed, edited, and fact-checked by a member of the Unchained editorial team before publication.
Key Takeaways MP Materials more than doubled NdPr production in 2025, reaching a record 2,599 MT.MP expects Q3 2026 NdPr output to exceed 1,000 MT as throughput and plant reliability improve.MP is expanding magnet capacity, with commercial shipments expected to begin in Q4 2026. MP Materials (MP - Free Report) is accelerating efforts to strengthen its position across the U.S. rare earth supply chain, with rising NdPr production, expanding heavy rare earth capabilities and growing downstream magnet manufacturing. The company’s recent operational milestones highlight its progress toward building a fully integrated, end-to-end rare earth platform in the United States.
In 2025, the company’s Mountain Pass operations delivered a record 2,599 metric tons (MT) of neodymium-praseodymium (NdPr), more than double the 1,294 MT produced in 2024. The increase reflected continued process optimization and production ramp-up efforts.
In the first quarter of 2026, the company produced a record 917 MT of NdPr, up 63% year over year. Production increased 41% year over year to 840 metric tons in the second quarter of 2026 despite a scheduled semiannual maintenance outage at Mountain Pass. Management expects third-quarter 2026 NdPr production to have exceeded 1,000 metric tons as throughput and plant reliability improved.
MP remains on track to begin producing terbium and dysprosium later this year, with first samarium production targeted for 2028. The company recently entered into a multiyear agreement to supply gadolinium oxide to a leading U.S. aerospace and defense manufacturer.
MP Materials continues to expand its downstream manufacturing footprint as well. In December 2025, the company successfully produced its first neodymium-iron-boron (NdFeB) permanent magnets on a commercial scale at its Independence facility located in Fort Worth, TX.
The company has been delivering magnetic precursor products to General Motors Company (GM - Free Report) under a supply agreement since the first quarter of 2025, generating revenues for its Magnetics segment. During the second quarter of 2026, MP Materials delivered magnets to General Motors for in-vehicle qualification testing and expects to begin commercial shipments in the fourth quarter of 2026, followed by a steady production ramp.
As of June 30, 2026, MP had collected $150 million in required GM prepayments and delivered $104.5 million of precursor products. The remaining $45.5 million is expected to be delivered within a year. Once that is completed, MP expects to shift to sales of finished magnets instead of additional precursor sales to GM.
MP is expanding operations at its Independence facility and has begun construction of the 10X magnetics facility. Commissioning activities for scaled heavy rare earth separation are also expected to begin soon at Mountain Pass. 10X will significantly expand MP’s fully integrated U.S. rare-earth magnetics manufacturing platform, which already encompasses mining and refining, metallization and alloying, sintering, finished magnet production and closed-loop recycling. Once operational, the new campus is expected to contribute to the company’s total production capacity of approximately 10,000 metric tons of NdFeB rare-earth magnets per year, advancing the nation’s ability to produce these strategic components domestically.
MP Materials has also worked with U.S. and allied drone manufacturers to launch Project Swarm, an industrial coordination initiative designed to aggregate and standardize future magnet demand. It has already signed subscription agreements with several participants. The company’s partnership with Apple (AAPL - Free Report) on magnet recycling, magnet production and joint development also continues to advance.
MP’s Price Performance, Valuation & EstimatesMP Materials shares have fallen 34.4% in the past year, underperforming the industry’s 20.1% growth.
Image Source: Zacks Investment Research
MP is trading at a forward 12-month price/sales multiple of 11.94X, a significant premium to the industry’s 1.65X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MP Materials’ 2026 earnings stands at 5 cents per share against a loss of 24 cents in 2025. The 2027 earnings estimate is currently pegged at 81 cents per share, implying growth of 1,523%.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MP Materials for both 2026 and 2027 have moved down, as shown below.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #5 (Strong Sell).
Společnost Howmet ve 2. čtvrtletí 2026 zvýšila upravenou EBITDA o 39 % na 817 milionů USD a marži na 32,1 %. Výhled tržeb pro rok 2026 zvedla na 10–10,1 miliardy USD.
Key Takeaways Howmet's Q2 2026 adjusted EBITDA jumped 39% to $817 million, with margin expanding 340 bps to 32.1%.Strong aerospace and gas turbine demand fueled 24% revenue growth, while productivity gains lifted margins.Howmet raised its 2026 revenue outlook to $10-$10.1 billion and expects adjusted EBITDA margin of 32.1-32.2%. Howmet Aerospace Inc. (HWM - Free Report) achieved a solid adjusted EBITDA of $817 million in the second quarter of 2026, which surged 39% year over year. The company's adjusted EBITDA margin reached 32.1%, reflecting an increase of 340 basis points (bps). The adjusted operating margin also improved 350 bps to 28.8%.
Despite the rise in operating expenses, the improved margin performance reflects the benefits of strong top-line growth, operational leverage and productivity gains. It’s worth noting that Howmet reported revenues of $2.55 billion in second-quarter 2026, which increased 24% year over year. The revenues were driven by persistent strength across commercial aerospace, defense aerospace and gas turbine markets.
Solid demand across end markets, robust backlog level and expected synergies from the Consolidated Aerospace Manufacturing (CAM) buyout are expected to drive its top-line and margin performance. For 2026, Howmet raised its revenue outlook from $9.575-$9.725 billion to $10.00-$10.10 billion.
For the year, HWM expects adjusted EBITDA of $3.21-$3.25 billion, with margin projected in the range of 32.1-32.2%. The projected adjusted EBITDA margin indicates a year-over-year expansion of 280 bps at the midpoint. Also, for the third quarter of 2026, adjusted EBITDA is expected in the range of $825-$835 million, with a margin of 32.2-32.3%.
Peer’s Margin PerformanceTextron Inc.’s (TXT - Free Report) cost of sales rose 4.2% year over year to $3.09 billion in second-quarter 2026. Textron’s gross profit margin declined 100 bps to 17.8% in the quarter. The decline in Textron’s margin was due to reduced margin in the Bell segment.
RTX Corporation’s (RTX - Free Report) total costs and expenses increased 12.8% year over year to $22 billion in second-quarter 2026. Despite the rise in costs, RTX Corp.’s adjusted operating profit margin expanded 150 basis points (bps) to 11.4% in the quarter. RTX is benefiting from rising aerospace deliveries, growing aftermarket revenues and declining geared turbofan (GTF) engine-related cash costs.
HWM's Price Performance, Valuation and Estimates
Image Source: Zacks Investment Research
Shares of Howmet have gained 18% in the past year against the industry’s decline of 20.6%.
Image Source: Zacks Investment Research
From a valuation standpoint, HWM is trading at a forward price-to-earnings ratio of 36.29X, above the industry’s average of 27.69X. Howmet carries a Value Score of D.
