The Trade Desk (NASDAQ:TTD – Get Free Report) saw unusually large options trading on Monday. Investors purchased 70,402 call options on the company. This represents an increase of approximately 27% compared to the average volume of 55,491 call options.
Key Headlines Impacting Trade Desk Here are the key news stories impacting Trade Desk this week:
Positive Sentiment: Unusual options activity provided a limited bullish signal: traders purchased 70,402 call options, 27% above typical daily call volume. However, this does not necessarily indicate a change in the company’s fundamentals. Neutral Sentiment: CEO Jeffrey Green has continued buying shares, including approximately 6 million shares over the past six months. Investors are weighing that insider confidence against the stock’s steep decline and weaker business outlook. The Trade Desk Stock Opinions on Earnings Miss and Guidance Cut Negative Sentiment: The latest earnings report and third-quarter guidance disappointed investors. Revenue was reported at approximately $715.1 million, up only about 3% year over year, while the outlook pointed to further deceleration. The results raised concerns about weakening demand and limited near-term growth in programmatic advertising. Why The Trade Desk Shares Are Plunging Today Negative Sentiment: Analysts responded by cutting ratings and price targets. BNP Paribas Exane downgraded TTD to “underperform” with a $10 target, while DA Davidson lowered its target to $16 and maintained a “neutral” rating. Robert W. Baird, Evercore, BMO Capital Markets, and RBC also reduced their ratings or outlooks. Additional target cuts included $14 from Cantor Fitzgerald and $12 from Rosenblatt Securities. Why Is The Trade Desk Stock Falling on Monday? Negative Sentiment: The selloff has been more severe than declines among some advertising technology peers, suggesting investors view The Trade Desk’s earnings execution and growth profile as company-specific weaknesses rather than simply an industry-wide problem. Trade Desk Stock Is Falling Today Negative Sentiment: Institutional positioning also appears cautious, with more funds reducing holdings than adding shares in the latest quarter. This reinforces pressure on TTD as investors reassess its valuation and competitive moat. Trade Desk Stock Performance NASDAQ:TTD opened at $13.39 on Tuesday. The firm’s fifty day moving average is $18.62 and its 200-day moving average is $22.55. Trade Desk has a 52 week low of $12.83 and a 52 week high of $56.77. The firm has a market cap of $6.29 billion, a P/E ratio of 15.94, a P/E/G ratio of 0.67 and a beta of 1.04.
Analysts Set New Price Targets TTD has been the subject of a number of recent analyst reports. Wedbush set a $21.00 price objective on Trade Desk and gave the company a “neutral” rating in a research report on Friday, May 8th. Needham & Company LLC dropped their price target on shares of Trade Desk from $25.00 to $19.00 and set a “buy” rating for the company in a research report on Friday. HSBC lowered shares of Trade Desk from a “hold” rating to a “reduce” rating and set a $10.00 target price on the stock. in a report on Monday. Evercore cut Trade Desk from an “outperform” rating to an “in-line” rating and set a $13.00 price target for the company. in a report on Friday. Finally, KeyCorp downgraded shares of Trade Desk from an “overweight” rating to a “sector weight” rating in a research note on Friday, May 8th. Four investment analysts have rated the stock with a Buy rating, twenty-six have assigned a Hold rating and nine have assigned a Sell rating to the company. According to data from MarketBeat.com, Trade Desk has a consensus rating of “Reduce” and an average target price of $19.33.
View Our Latest Stock Report on TTD
Insider Transactions at Trade Desk In other Trade Desk news, Director Samantha Jacobson sold 53,681 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $21.14, for a total value of $1,134,816.34. Following the completion of the sale, the director owned 13,099 shares in the company, valued at $276,912.86. This trade represents a 80.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 11.41% of the company’s stock.
Institutional Trading of Trade Desk Hedge funds have recently modified their holdings of the stock. Brighton Jones LLC increased its stake in Trade Desk by 3.8% in the fourth quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock valued at $539,000 after purchasing an additional 169 shares in the last quarter. Bison Wealth LLC boosted its holdings in Trade Desk by 24.3% during the fourth quarter. Bison Wealth LLC now owns 2,480 shares of the technology company’s stock worth $291,000 after purchasing an additional 485 shares during the last quarter. Woodline Partners LP boosted its stake in shares of Trade Desk by 75.5% in the 1st quarter. Woodline Partners LP now owns 5,275 shares of the technology company’s stock worth $289,000 after buying an additional 2,269 shares during the last quarter. Cerity Partners LLC grew its stake in Trade Desk by 46.6% in the 2nd quarter. Cerity Partners LLC now owns 59,785 shares of the technology company’s stock valued at $4,304,000 after purchasing an additional 19,015 shares during the period. Finally, AXA S.A. increased its holdings in Trade Desk by 14.7% during the second quarter. AXA S.A. now owns 42,819 shares of the technology company’s stock worth $3,083,000 after buying an additional 5,487 shares during the last quarter. Institutional investors own 67.77% of the company’s stock.
Trade Desk Company Profile (Get Free Report)
The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real‑time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.
Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad‑tech provider.
See Also Five stocks we like better than Trade Desk SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat 3 Dividend Champion Utilities for a Market That Can’t Sit Still These 3 Most-Upgraded Stocks Have Almost Nothing to Do With AI First Solar’s Profit Engine Faces a New Policy Test in Washington Receive News & Ratings for Trade Desk Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Trade Desk and related companies with MarketBeat.com's FREE daily email newsletter.
Cardinal Health, Inc. (NYSE:CAH) will release its fourth quarter earnings report before the opening bell on Tuesday, Aug. 11.
Analysts expect the Dublin, Ohio-based company to report quarterly earnings of $2.42 per share, up from $2.08 per share in the year-ago period. The consensus estimate for Cardinal Health’s quarterly revenue is $65.11 billion. It reported $60.16 billion last year, according to Benzinga Pro.
On July 20, Cardinal Health announced plans to acquire the diabetes health business of Adapthealth and, in its entirety, Strive Medical for $360 million in cash.
Shares of Cardinal Health rose 0.3% to close at $237.18 on Monday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Mizuho analyst Steven Valiquette maintained an Outperform rating and increased the price target from $235 to $240 on July 23, 2026. This analyst has an accuracy rate of 56%. UBS analyst Kevin Caliendo maintained a Buy rating and raised the price target from $260 to $274 on July 20, 2026. This analyst has an accuracy rate of 71%. TD Cowen analyst Charles Rhyee maintained a Buy rating and raised the price target from $255 to $275 on July 9, 2026. This analyst has an accuracy rate of 71%. B of A Securities analyst Allen Lutz maintained the stock with a Buy rating and raised the price target from $240 to $260 on July 2, 2026. This analyst has an accuracy rate of 55%. JP Morgan analyst Lisa Gill maintained the stock with a Neutral rating and cut the price target from $243 to $215 on May 4, 2026. This analyst has an accuracy rate of 56% Considering buying CAH stock? Here’s what analysts think:
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ZoomInfo přesouvá své zaměření na enterprise zákazníky, přidává nové cenové balíčky a AI kredity a zároveň snižuje náklady. Ve 2. čtvrtletí vykázala volný peněžní tok 107 milionů USD, meziročně o 7 % více.
3 High-Yield Banks for Investors to Buy on the DipZoomInfo Technologies NASDAQ: ZI is prioritizing enterprise customers, expanding consumption-based pricing and restructuring parts of its business as it seeks a return to durable growth, Chief Financial Officer Graham O'Brien said at the KeyBanc Capital Markets Technology Leadership Forum.
O'Brien described ZoomInfo as a provider of data and software for business-to-business go-to-market professionals, including sales representatives and revenue operations teams. The company’s data asset includes more than 100 million companies and more than 500 million professionals, he said, along with billions of signals that are surfaced through artificial intelligence to help customers identify potential buyers and determine when and how to engage them.
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Quarterly Results and Enterprise Momentum New York Community Bank stock plummets amid real estate risksO'Brien said ZoomInfo’s second-quarter results were generally above expectations, highlighting $107 million of unlevered free cash flow, up 7% year over year. He also pointed to year-over-year margin improvement after the company restructured its business and reduced its cost base during the quarter.
The CFO said ZoomInfo recorded one of its strongest quarters for new business involving customers spending at least $100,000 annually. The company attributed that performance to its focus on a dedicated enterprise account executive organization.
Banking and trucking: Is the economy rolling toward troubles?ZoomInfo began segmenting its sales organization roughly two years ago, according to O'Brien. The change involved accepting longer sales cycles, building buying committees within prospective customers and pursuing higher-value initial contracts that can later expand.
“You’re starting to see that,” O'Brien said of the strategy. “I think it started really catching, getting traction there about a year ago, but this was hit at full speed in Q2.”
The company has also increased specialization by industry, he said, assigning sales personnel more narrowly to verticals such as financial services or manufacturing rather than having them sell across several sectors.
AI, Data and New Pricing Plans O'Brien said ZoomInfo Copilot, the company’s AI product, has been in the market for more than two years and has generated hundreds of millions of dollars in annual contract value. Going forward, he said the company aims to increase consumption of both its data credits and AI credits through its own platform and through external integrations, including application programming interfaces and connections to platforms such as Claude, ChatGPT and Gemini.
ZoomInfo is moving toward a hybrid consumption model that can support customers using its products through software seats as well as customers using the company as a data and context layer for internally built applications.
The company’s Go-To-Market Studio gained traction in the second quarter after beginning its market rollout near the end of the first quarter, O'Brien said. ZoomInfo plans to introduce new pricing and packaging for new business at the end of the current quarter, followed by customer migrations later in the year and into 2027.
Under the new approach, customers will be able to access Studio, Copilot and ZoomInfo Marketing through a unified interface and apply purchased credits across a broader set of applications, O'Brien said. He added that the migration will not be mandatory, as some customers prefer seat-based pricing or specific products while others favor consumption models.
O'Brien pushed back on concerns that AI tools could diminish the company’s data advantage. He said most of ZoomInfo’s data is proprietary and argued that the ability to combine third-party data with customers’ first-party data creates an important context layer for AI-powered go-to-market activity.
Downmarket Pullback and Software Market Pressures ZoomInfo is intentionally reducing its emphasis on the downmarket segment, which represented 24% of the total business, O'Brien said. The company removed a substantial amount of downmarket sales resources in the second quarter and expects the segment to become closer to 20% of the business over the longer term.
Rather than relying on the segment as a major revenue contributor, ZoomInfo plans to pursue a more product-led approach with lower customer commitments and potentially lower price points, which O'Brien said could improve retention. He said downmarket customers remain valuable contributors to the company’s proprietary data asset.
Outside of software, ZoomInfo’s upmarket customers are performing well, O'Brien said. Software represents about 30% of the company’s total annual contract value, down from 40% at its peak five years ago. Gross retention among non-software upmarket customers has improved year over year, he said.
Software customers, however, have faced growing budget pressure. O'Brien said ZoomInfo began seeing more “build versus buy” discussions at the end of the first quarter, contributing to delayed purchases and downsells, particularly in the lower half of the upmarket segment. He said the environment has worsened as venture-backed and private-equity-backed software companies confront growth, profitability and financing challenges.
“I don’t expect software to get better anytime soon here,” O'Brien said.
Cash Flow, Capital Allocation and Margins O'Brien said free cash flow per share is an important measure of ZoomInfo’s operating economics. He said the company generated $1.20 in adjusted free cash flow per share last year and expects to exit the current year at a run rate of $1.25 per share.
He described ZoomInfo as a business with a $1.2 billion revenue run rate, approximately $740 million in annualized adjusted expenses after the restructuring, and annual debt service of between $55 million and $60 million.
In the second quarter, ZoomInfo broadened its capital-allocation approach beyond share repurchases to include debt repurchases, as some of its debt was trading at a significant discount to par. O'Brien said the company has no clear preference among debt repurchases, equity repurchases and reinvestment, adding that management believes it has the operating investments needed to support its product roadmap.
ZoomInfo’s adjusted gross margin is about 87%, O'Brien said. He said the company would be comfortable with the measure declining toward 85% if greater AI consumption produces higher gross profit, and added that cost discipline could help offset some margin pressure elsewhere in the business.
About ZoomInfo Technologies (NASDAQ:ZI)ZoomInfo Technologies Inc is a cloud-based software company specializing in business-to-business (B2B) intelligence and go-to-market solutions. Its platform aggregates firmographic, demographic, technographic and intent data to help sales, marketing and recruiting professionals identify, engage and close on high-value prospects. Subscribers gain access to a proprietary database of company and contact information, enabling targeted outreach and data enrichment across various workflows.
Founded in 2007 and headquartered in Vancouver, Washington, ZoomInfo has expanded its capabilities through both internal development and strategic acquisitions.
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Zoetis se během pondělního obchodování propadl na nové 52týdenní minimum poté, co Piper Sandler snížila cílovou cenu z 90 USD na 80 USD a ponechala neutrální rating. Akcie se dotkly 71,45 USD.
Zoetis Inc. (NYSE:ZTS – Get Free Report)’s stock price hit a new 52-week low during mid-day trading on Monday after Piper Sandler lowered their price target on the stock from $90.00 to $80.00. Piper Sandler currently has a neutral rating on the stock. Zoetis traded as low as $71.45 and last traded at $71.8680, with a volume of 1784145 shares traded. The stock had previously closed at $72.66.
Several other equities analysts have also recently weighed in on the stock. William Blair reiterated a “market perform” rating on shares of Zoetis in a research note on Thursday, August 6th. UBS Group cut their target price on shares of Zoetis from $85.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday. Weiss Ratings cut shares of Zoetis from a “sell (d+)” rating to a “sell (d)” rating in a report on Friday, June 12th. Citigroup decreased their price target on shares of Zoetis from $145.00 to $112.00 and set a “buy” rating on the stock in a research report on Monday, May 18th. Finally, TD Cowen dropped their price target on shares of Zoetis from $150.00 to $104.00 and set a “buy” rating on the stock in a research note on Tuesday, June 30th. Seven analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Zoetis presently has an average rating of “Hold” and a consensus price target of $110.92.
View Our Latest Research Report on Zoetis
Insider Activity at Zoetis In other news, Director Frank A. Damelio purchased 6,650 shares of the company’s stock in a transaction on Wednesday, May 13th. The stock was acquired at an average cost of $75.39 per share, for a total transaction of $501,343.50. Following the completion of the transaction, the director directly owned 21,458 shares in the company, valued at $1,617,718.62. This trade represents a 44.91% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Paul Bisaro acquired 2,000 shares of Zoetis stock in a transaction dated Wednesday, May 13th. The stock was purchased at an average cost of $75.88 per share, with a total value of $151,760.00. Following the completion of the purchase, the director owned 27,862 shares of the company’s stock, valued at approximately $2,114,168.56. This represents a 7.73% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.22% of the company’s stock.
Key Zoetis News Here are the key news stories impacting Zoetis this week:
Positive Sentiment: Zoetis exceeded second-quarter earnings expectations, reporting adjusted EPS of $1.87 versus the $1.85 consensus estimate. Its full-year 2026 EPS guidance of $6.15–$6.25 also provides an earnings framework for investors. Zoetis Earnings Call Reveals Growth Amid Headwinds Positive Sentiment: JPMorgan lowered its Zoetis price target to $115, but the target remains substantially above the stock’s recent trading level, suggesting the firm still sees potential upside. JPMorgan Chase Cuts Zoetis Price Target Neutral Sentiment: Piper Sandler cut its target from $90 to $80 and moved to a neutral rating. Although the revised target implies approximately 7% upside, the downgrade signals reduced conviction in Zoetis’s near-term performance. Piper Sandler Lowers Zoetis Price Target Neutral Sentiment: Market commentary is focused on whether Wall Street remains bullish or bearish, with the debate centered on Zoetis’s valuation, growth outlook and ability to overcome industry headwinds. Zoetis Stock: Is Wall Street Bullish or Bearish? Negative Sentiment: Second-quarter revenue of $2.47 billion fell short of the $2.50 billion consensus and declined slightly year over year. Coverage also highlights competitive pressures and cautious guidance, weighing on expectations for renewed growth. ZTS Q2 Deep Dive Negative Sentiment: Zoetis is undergoing a finance leadership transition, with the incoming CFO also taking on COO responsibilities. Investors may view the expanded role as a sign of an effort to improve execution during a challenging period. Boards Expand CFO Mandates Negative Sentiment: Recent analyses ask what went wrong after Zoetis was previously viewed as a high-quality growth company, while an investment-manager letter noted underperformance relative to its benchmark. This reinforces concerns about slowing momentum and investor confidence. Zoetis Looked Like a Winner: What Went Wrong? Institutional Inflows and Outflows Several hedge funds have recently bought and sold shares of ZTS. J. Stern & Co. LLP boosted its stake in shares of Zoetis by 12,431.2% in the fourth quarter. J. Stern & Co. LLP now owns 24,069,492 shares of the company’s stock worth $3,028,423,000 after acquiring an additional 23,877,416 shares during the period. Norges Bank purchased a new stake in shares of Zoetis during the fourth quarter worth about $734,425,000. Vanguard Group Inc. raised its stake in Zoetis by 12.9% during the 4th quarter. Vanguard Group Inc. now owns 47,780,974 shares of the company’s stock valued at $6,011,802,000 after purchasing an additional 5,474,210 shares during the period. Flossbach Von Storch SE bought a new stake in Zoetis during the 2nd quarter valued at approximately $302,601,000. Finally, BlackRock Inc. lifted its holdings in Zoetis by 10.8% in the 2nd quarter. BlackRock Inc. now owns 39,430,181 shares of the company’s stock worth $2,833,453,000 after purchasing an additional 3,845,869 shares in the last quarter. Institutional investors own 92.80% of the company’s stock.
Zoetis Trading Up 2.7% The company has a debt-to-equity ratio of 2.87, a quick ratio of 1.84 and a current ratio of 3.08. The company has a market capitalization of $31.28 billion, a PE ratio of 12.29, a PEG ratio of 1.21 and a beta of 0.73. The stock has a fifty day moving average of $76.60 and a 200 day moving average of $100.24.
Zoetis (NYSE:ZTS – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.87 EPS for the quarter, topping the consensus estimate of $1.85 by $0.02. Zoetis had a net margin of 27.49% and a return on equity of 74.89%. The business had revenue of $2.47 billion for the quarter, compared to analysts’ expectations of $2.50 billion. During the same quarter in the previous year, the company earned $1.76 EPS. The business’s quarterly revenue was down .2% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.150-6.250 EPS. As a group, sell-side analysts predict that Zoetis Inc. will post 6.43 earnings per share for the current fiscal year.
Zoetis Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 20th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Monday, July 20th. Zoetis’s dividend payout ratio is 34.93%.
About Zoetis (Get Free Report)
Zoetis Inc (NYSE: ZTS) is a global animal health company that develops, manufactures and markets a broad portfolio of products and services for companion animals and livestock. The company’s offerings include pharmaceuticals, vaccines and biologics, parasiticides and anti-infectives, as well as diagnostic instruments, consumables and laboratory testing services. Zoetis serves the veterinary community, livestock producers and other animal-health customers with products designed to prevent, detect and treat disease and to support animal productivity and welfare.
Zoetis traces its roots to the animal health business of Pfizer and became an independent, publicly traded company following a 2013 separation and initial public offering.
Featured Articles Five stocks we like better than Zoetis SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat 3 Dividend Champion Utilities for a Market That Can’t Sit Still These 3 Most-Upgraded Stocks Have Almost Nothing to Do With AI First Solar’s Profit Engine Faces a New Policy Test in Washington Receive News & Ratings for Zoetis Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Zoetis and related companies with MarketBeat.com's FREE daily email newsletter.
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Toyota svolává v USA 508 354 vozů kvůli závadě displeje přístrojového štítu, která může zvyšovat riziko nehody. Týká se to některých modelů Camry Hybrid z let 2025–2026.
A man walks past the Toyota logo during a launch event in Mumbai, India, January 20, 2026. REUTERS/Francis Mascarenhas/File Photo Purchase Licensing Rights, opens new tab
CompaniesAug 11 (Reuters) - Toyota (7203.T), opens new tab is recalling 508,354 vehicles in the U.S. as an instrument cluster that fails to display critical safety information increases the risk of a crash or injury, the National Highway Traffic Safety Administration said on Tuesday.
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The recall includes certain 2025-2026 Camry Hybrid vehicles.
A failure in the instrument cluster display during vehicle startup may deactivate the hazard lights, turn signals, seat belt warning system, and smart key reminder, the auto safety regulator said.
Dealers will update the display software, free of charge, the NHTSA added.
Preetika Parashuraman in Bengaluru; Editing by Mrigank Dhaniwala
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Murielle Baker - Senior Communications Manager
Peter Beck - Founder, Chairman, President & CEO
Adam Spice - CFO & Treasurer
Conference Call Participants
Andres Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division
Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division
Trevor Walsh - Citizens JMP Securities, LLC, Research Division
Xin Yu - Deutsche Bank AG, Research Division
Jan-Frans Engelbrecht - Robert W. Baird & Co. Incorporated, Research Division
Erik Rasmussen - Stifel, Nicolaus & Company, Incorporated, Research Division
Benjamin Johnson - Piper Sandler & Co., Research Division
Kristine Liwag - Morgan Stanley, Research Division
Ryan Koontz - Needham & Company, LLC, Research Division
Gautam Khanna - TD Cowen, Research Division
Edward Morgan - BTIG, LLC, Research Division
Michael Leshock - KeyBanc Capital Markets Inc., Research Division
Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division
Presentation
Operator
Good day, and thank you for standing by. Welcome to the Rocket Lab Corporation Q2 Earnings Call. Please be advised that today's conference is being recorded. [Operator Instructions].
I would now like to hand the conference over to your speaker today, Murielle Baker.
Murielle Baker
Senior Communications Manager
Hello, and welcome to today's conference call to discuss Rocket Lab's Second Quarter 2026 financial results, business highlights and other updates. Before we begin the call, I'd like to remind you that our remarks may contain forward-looking statements that relate to the future performance of the company, and these statements are intended to qualify for the safe harbor protection from liability established by the Private Securities Litigation Reform Act.
Any such statements are not guarantees of future performance and factors that could influence our results are highlighted in today's press release and others are contained in our filings with the Securities and Exchange Commission. Such statements are based upon
Dynatrace uvedla, že AI workloady zvyšují poptávku po observabilitě a že zákazníci s AI využívají platformu asi 1,5× více než ne-AI kohorty. Společnost zároveň hlásí 41% organický růst nového ARR v 1. čtvrtletí.
Datadog Soars, Dynatrace Slumps: Gap Widens in AI Agent StocksDynatrace NYSE: DT CEO Rick McConnell said the observability market is entering a new phase as artificial intelligence workloads increase the need for monitoring, analysis and automation across enterprise technology environments.
Speaking at the KeyBank Technology Leadership Forum, McConnell said AI is not affecting all software categories equally, but he views observability as an “AI winner” because AI workloads require more oversight rather than less. Traditional observability has focused on business resilience, including whether software is running and meeting expected requirements. AI observability adds questions around whether an AI system’s outputs are accurate and based on the right information, he said.
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AI Raises the Importance of End-to-End Observability 3 Stocks Flashing Rare Buy Signals After the Market's Wildest MonthMcConnell said application performance management, or APM, is particularly relevant for AI observability because tracing is important for use cases such as large-language-model evaluation and experimentation. However, he said organizations also need a broader, integrated platform that combines traces, metrics, logs, real-user data and security-related information.
“The way to have confidence in your answers is by having the collection of all these domains using all data types,” McConnell said. He argued that enterprises can no longer effectively rely on separate vendors for APM, infrastructure monitoring, user monitoring, security and log management.
DTE’s Stargate Deal Turns Power Into ProfitsAccording to McConnell, integrated data can support increasingly automated operations. He described a process in which the Dynatrace platform identifies an incident, analyzes the cause, determines a triage plan and uses agents to execute actions. Organizations may choose to retain human review before agents act, he said.
McConnell added that the eventual goal is autonomous operations, particularly as AI agents are increasingly used to write code and enterprises manage a growing number of applications and infrastructure components.
Company Cites ARR, Log and Customer Acquisition Momentum McConnell characterized Dynatrace’s first-quarter performance as strong across the business. He said the company reported 41% organic net-new annual recurring revenue, or ARR, growth, exceeding the high end of its guidance across metrics.
While he cautioned that the company does not expect to deliver more than 40% net-new ARR growth every quarter, McConnell said the quarter supported Dynatrace’s outlook for ARR reacceleration. He described fiscal 2026 as a year focused on stabilizing ARR growth and fiscal 2027 as a year aimed at reaccelerating it.
McConnell identified three themes behind the quarter’s results:
Growing demand associated with AI workloads and AI-generated code. Rapid growth in log-management consumption. A record increase in new-logo ARR, which rose more than 160% year over year. On logs, McConnell said Dynatrace had previously targeted $100 million in log consumption during fiscal 2026. The company reached that level a few quarters ago and has since surpassed $200 million in log consumption, meaning consumption doubled within two quarters.
He said customers are often considering Dynatrace for existing, rather than new, logging workloads. Cost is a major driver, according to McConnell, who said enterprises have raised concerns over rapidly rising log costs. He also cited Dynatrace’s Bindplane acquisition, which he said enables inbound log filtering and can reduce the volume of logs that must be ingested and stored.
Platform Subscription Model Supports Broader Adoption McConnell said Dynatrace’s Platform Subscription, or DPS, has helped customers adopt the platform more broadly. Under the model, customers make an overall spending commitment and draw down that commitment based on their changing use of Dynatrace capabilities, rather than purchasing separate product-specific stock-keeping units.
DPS now represents 75% of Dynatrace ARR and is used by more than two-thirds of customers, McConnell said. He said the model can be particularly useful for customers whose usage varies by season, such as e-commerce companies that may need more observability during November and December.
As three-year DPS agreements come up for renewal, the company expects customer contract commitments to increasingly reflect consumption growth. McConnell said platform consumption continues to grow by more than 20%, compared with the company’s indicated 17% ARR growth inclusive of the Bindplane acquisition. He said the renewal cycle could support improved net revenue retention, particularly in the second half of the year.
Early AI Adoption Producing Higher Consumption McConnell said AI deployment remains in the “early innings,” but Dynatrace is already observing AI workloads for more than 1,000 customers. The company has deployed Dynatrace agents for actions such as automatic remediation and triage at more than 800 customers, he said.
Customers using Dynatrace for AI-related workloads are consuming the platform at a rate roughly 1.5 times that of non-AI cohorts, McConnell said, partly because AI systems generate substantial telemetry data.
He said Dynatrace sees several potential AI-related monetization avenues, including increased platform consumption, AI-observability capabilities and charges associated with agent actions. However, McConnell said the company has not incorporated those incremental monetization layers into its guidance because it is still unclear how quickly they will develop.
McConnell estimated that AI observability represents a $10 billion incremental category within an approximately $80 billion overall observability market, adding that the AI-observability segment is growing at an estimated 40% to 50% rate.
About Dynatrace (NYSE:DT)Dynatrace is a global software intelligence company specializing in application performance management (APM), cloud infrastructure monitoring, and digital experience management. Its flagship offering, the Dynatrace Software Intelligence Platform, leverages artificial intelligence to provide real-time observability across distributed environments, including on-premises data centers, private clouds, public clouds and hybrid deployments. Organizations rely on Dynatrace to detect anomalies, troubleshoot performance issues and optimize end-user experiences through automated root-cause analysis powered by the company's engine, Davis.
The Dynatrace platform comprises modules for full-stack application monitoring, digital experience monitoring, infrastructure monitoring and business analytics.
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Five9, Inc. (NASDAQ:FIVN – Get Free Report)’s share price reached a new 52-week high during mid-day trading on Tuesday after DA Davidson raised their price target on the stock from $22.00 to $28.00. DA Davidson currently has a neutral rating on the stock. Five9 traded as high as $34.58 and last traded at $34.48, with a volume of 3074562 shares. The stock had previously closed at $33.99.
FIVN has been the subject of a number of other reports. Wall Street Zen lowered shares of Five9 from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Cantor Fitzgerald raised their price objective on shares of Five9 from $32.00 to $34.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Truist Financial lifted their target price on shares of Five9 from $23.00 to $35.00 and gave the company a “buy” rating in a research note on Friday. Rosenblatt Securities upped their target price on shares of Five9 from $29.00 to $32.00 and gave the stock a “buy” rating in a report on Friday. Finally, Needham & Company LLC reissued a “buy” rating and set a $40.00 price target on shares of Five9 in a report on Friday, May 1st. Ten investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $31.50.
Check Out Our Latest Stock Report on Five9
Insider Buying and Selling In other news, EVP Panos Kozanian sold 5,869 shares of the firm’s stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $24.81, for a total transaction of $145,609.89. Following the completion of the transaction, the executive vice president owned 161,671 shares in the company, valued at $4,011,057.51. This trade represents a 3.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Matthew E. Tuckness sold 8,645 shares of Five9 stock in a transaction dated Thursday, June 4th. The stock was sold at an average price of $24.81, for a total value of $214,482.45. Following the completion of the sale, the executive directly owned 281,492 shares in the company, valued at $6,983,816.52. This trade represents a 2.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 85,820 shares of company stock worth $2,014,057 in the last 90 days. 1.20% of the stock is owned by company insiders.
Key Stories Impacting Five9 Here are the key news stories impacting Five9 this week:
Positive Sentiment: Five9’s quarterly results exceeded expectations, with earnings per share of $0.70 versus the $0.68 consensus and revenue of $312.44 million versus estimates of $306.61 million. Revenue increased 10.3% year over year, while the company issued third-quarter and full-year 2026 earnings guidance. Five9 Trading 14.9% Higher Following Better-Than-Expected Earnings Positive Sentiment: Evercore ISI initiated or reiterated a Buy rating on Five9, adding to the positive analyst sentiment around the company’s momentum and competitive position. Five9 Receives a Buy from Evercore ISI Positive Sentiment: Rosenblatt Securities reaffirmed its Buy rating, reinforcing the view that Five9’s growth prospects remain attractive. Rosenblatt Reaffirms Buy Rating Neutral Sentiment: Several analysts raised their price targets, including targets of $32 and $30, indicating improved estimates but limited additional upside at the current valuation. Five9 Price Target Raised to $32 Five9 Price Target Raised to $30 Negative Sentiment: DA Davidson raised its target from $22 to $28 and Robert W. Baird raised its target from $22 to $30, but both firms maintained Neutral ratings. Their targets remain below the recent share price, signaling caution after the sharp rally. DA Davidson Raises Five9 Price Target Robert W. Baird Raises Five9 Price Target Institutional Trading of Five9 Large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of Five9 by 8.2% during the 4th quarter. Vanguard Group Inc. now owns 10,037,395 shares of the software maker’s stock worth $201,250,000 after acquiring an additional 759,237 shares in the last quarter. Van Berkom & Associates Inc. grew its holdings in shares of Five9 by 28.0% in the fourth quarter. Van Berkom & Associates Inc. now owns 3,596,380 shares of the software maker’s stock valued at $72,107,000 after purchasing an additional 787,626 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Five9 by 10.3% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,320,745 shares of the software maker’s stock worth $56,162,000 after purchasing an additional 217,227 shares during the last quarter. Anson Funds Management LP increased its position in Five9 by 35.6% in the first quarter. Anson Funds Management LP now owns 2,086,675 shares of the software maker’s stock worth $31,655,000 after purchasing an additional 547,304 shares during the last quarter. Finally, Geode Capital Management LLC raised its stake in Five9 by 1.9% during the fourth quarter. Geode Capital Management LLC now owns 1,996,382 shares of the software maker’s stock valued at $40,034,000 after purchasing an additional 37,261 shares in the last quarter. Institutional investors own 96.64% of the company’s stock.
Five9 Trading Up 1.4% The company has a quick ratio of 4.51, a current ratio of 4.51 and a debt-to-equity ratio of 0.89. The stock’s 50 day moving average is $24.10 and its 200-day moving average is $20.03. The company has a market cap of $2.64 billion, a PE ratio of 49.97 and a beta of 1.42.
Five9 (NASDAQ:FIVN – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The software maker reported $0.70 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.02. Five9 had a net margin of 4.94% and a return on equity of 12.87%. The business had revenue of $312.44 million during the quarter, compared to analysts’ expectations of $306.61 million. During the same period last year, the company posted $0.76 EPS. The business’s revenue was up 10.3% on a year-over-year basis. Five9 has set its Q3 2026 guidance at 0.770-0.810 EPS and its FY 2026 guidance at 3.220-3.300 EPS. As a group, sell-side analysts anticipate that Five9, Inc. will post 1.39 EPS for the current year.
Five9 Company Profile (Get Free Report)
Five9, Inc (NASDAQ: FIVN) is a leading provider of cloud-based contact center software designed to help organizations manage customer interactions across voice, email, chat, social media and other digital channels. Its platform offers features such as intelligent routing, analytics, workforce optimization and integrated customer relationship management (CRM) connectors. The company emphasizes AI-driven capabilities, including virtual agents and predictive dialing, to enhance both agent productivity and customer experience.
Founded in 2001 and headquartered in San Ramon, California, Five9 completed its initial public offering in February 2014.
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Talos Energy ve 2. čtvrtletí vykázala rekordní upravené volné cash flow ve výši 232 milionů USD a zvýšila celoroční výhled produkce po překonání výhledu.
Talos Energy (NYSE:TALO) reported record adjusted free cash flow in the second quarter of 2026 as production exceeded guidance, while the offshore exploration and production company raised its full-year standalone production outlook and outlined progress on acquisitions, development projects and international expansion.
President and Chief Executive Officer Paul Goodfellow said oil production averaged about 69,000 barrels per day during the quarter, while total production averaged nearly 94,000 barrels of oil equivalent per day. Both figures exceeded the company’s guidance expectations. Goodfellow said production optimization efforts, higher operational uptime and continued outperformance from the Cardona well supported the results.
“The second quarter was characterized by solid execution across our base business,” Goodfellow said, adding that Talos had achieved more than two-thirds of its 2026 target under its Optimal Performance Plan during the first half of the year.
Cash Flow, Guidance and Balance Sheet Executive Vice President and Chief Financial Officer Zach Dailey said Talos generated approximately $402 million of adjusted EBITDA and a record approximately $232 million of adjusted free cash flow in the second quarter. The results were driven by production above guidance and crude-oil realizations that were stronger relative to WTI, he said.
The company increased its full-year 2026 standalone guidance to:
64,000 to 68,000 barrels of oil per day 87,000 to 91,000 barrels of oil equivalent per day The updated outlook excludes Talos’ pending Gulf of America bolt-on acquisition and includes the impact of a non-core, gas-weighted shelf divestment that closed early in the third quarter. Dailey said the base business was performing well enough to more than offset the production effect of the divestiture.
For the third quarter, Talos expects oil production of 61,000 to 65,000 barrels per day and total production of 81,000 to 85,000 BOE per day, also excluding the pending bolt-on transaction. The company expects to provide updated guidance after the acquisition closes, which it anticipates will occur later in the third quarter.
Cash on hand rose to about $578 million at the end of the second quarter, while total liquidity reached about $1.2 billion and the leverage ratio declined to 0.5 times, Dailey said.
Talos issued $800 million of 8% senior notes due 2034. The proceeds were used to redeem its $625 million of 9% notes due 2029 and fund a portion of the pending acquisition. The company also secured $150 million in incremental commitments from its bank group, increasing its credit-facility borrowing base to $850 million from $700 million upon the acquisition’s closing.
Dailey said Talos continues to expect pro forma year-end 2027 leverage below one times, in line with its long-term target. The company’s shareholder-return framework remains unchanged, with up to 50% of annual free cash flow targeted for share repurchases. Talos did not repurchase shares during the second quarter because of an acquisition-related corporate blackout period. Since announcing the framework in the second quarter of 2025, the company has returned about $135 million through buybacks and reduced its share count by about 7%.
Gulf of Mexico Operations and Pending Bolt-On Goodfellow highlighted the completion of the Genovesa workover, which returned the well to production ahead of schedule late in the second quarter and performed in line with expectations. During planning, Talos identified additional work that could support future access to a secondary zone, he said.
The company’s drilling and completion program has operated with approximately 50% lower nonproductive time than the Gulf of Mexico basin average year to date, according to Goodfellow.
At Monument, the first development well has been drilled and the operator is moving to the second well. Talos expects production from the project near the end of the year. The company also expects the first Brutus well to spud in the third quarter following rig reactivation activities. Its Daenerys appraisal program has begun, with results from the first appraisal well expected before year-end.
Talos contracted the West Vela rig for 12 months, with options beyond that term. Executive Vice President of Exploration and Development Bill Langin said the company expects to receive the rig around the middle of 2027, depending on the rig’s current operations. He said Talos kept pricing relatively close to previous levels by leveraging its existing relationship with Seadrill. Follow-on activity at Daenerys could be included in the rig program, although the contract is not dependent on that project alone.
On its pending Gulf of America acquisition, Goodfellow said BP elected not to exercise its preferential right. Talos will operate the Coulomb field and become a partner in the Na Kika platform and associated fields. The acquired assets produced approximately 18,000 BOE per day in the second quarter, according to Goodfellow, and are expected to be accretive to Talos’ average oil cut, unit operating expense and EBITDA margin.
Talos is evaluating an operated Coulomb drilling opportunity that could compete for capital in 2027. Goodfellow said the company aims to apply its strategy of pursuing lower-unit-cost, short-cycle tiebacks around acquired infrastructure.
Mexico and Honduras Expansion Talos also discussed its offshore Mexico farm-in and newly established offshore Honduras acreage position. In Mexico’s Block 29, the company and Repsol are the sole partners. The development-led opportunity is anchored by the existing Polok and Chinwol oil discoveries, and Talos is working toward submission of a field development plan to CNOOC and a targeted final investment decision in 2027.
Langin said the Block 29 partners are preparing for a potential exploration well late next year. The company sees the project as a Miocene-sand development opportunity similar to producing intervals on the U.S. side of the Gulf of Mexico. Talos said it has sufficiently high-quality seismic data and does not expect to add to its seismic inventory in the near term.
Goodfellow said the discoveries are entirely within the block, distinguishing the project from Talos’ Zama experience, where unitization resulted from a discovery extending onto a Pemex block.
In Honduras, Talos holds about 4 million acres of deepwater acreage and plans to begin the area’s first 3D seismic program in the second half of 2026. Langin said the company sees four to five exploration plays and expects to obtain an environmental permit to drill by year-end. Once received, the permit would start a two-year clock, giving Talos time to evaluate seismic results and decide whether to drill.
Goodfellow said Talos will continue to prioritize disciplined execution, investment in its base business, balance-sheet strength and shareholder returns while evaluating selective growth opportunities across its offshore portfolio.
About Talos Energy (NYSE:TALO) Talos Energy Inc is an independent oil and gas exploration and production company headquartered in Houston, Texas. Founded in 2012 by industry veterans Tim Duncan and Jeremy Rights, the firm completed its initial public offering in 2021 and trades on the New York Stock Exchange under the ticker symbol TALO. The company’s core operations focus on the acquisition, exploration, development and production of offshore hydrocarbon reserves, with a primary emphasis on the U.S. Gulf of Mexico basin.
Talos Energy’s asset portfolio spans deepwater and shelf opportunities in the Gulf of Mexico, where it holds interests in several producing fields and exploration blocks.
Celsius Holdings Inc. (NASDAQ:CELH – Get Free Report) gapped down before the market opened on Monday after Stephens lowered their price target on the stock from $65.00 to $50.00. The stock had previously closed at $27.77, but opened at $26.31. Stephens currently has an overweight rating on the stock. Celsius shares last traded at $26.20, with a volume of 2,033,049 shares trading hands.
Other analysts have also recently issued research reports about the company. Roth Capital reiterated a “buy” rating and set a $48.00 price objective on shares of Celsius in a research report on Friday. Jefferies Financial Group reissued a “buy” rating on shares of Celsius in a research report on Tuesday, May 19th. Needham & Company LLC dropped their target price on Celsius from $55.00 to $35.00 and set a “buy” rating on the stock in a research report on Thursday, August 6th. Citigroup cut their price target on Celsius from $50.00 to $40.00 and set a “buy” rating for the company in a research note on Friday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $44.00 price target on shares of Celsius in a research report on Friday, May 8th. Nineteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $50.50.
Check Out Our Latest Stock Report on Celsius
Insiders Place Their Bets In related news, Director Hal Kravitz purchased 8,400 shares of the business’s stock in a transaction on Friday, May 22nd. The stock was acquired at an average price of $29.73 per share, with a total value of $249,732.00. Following the completion of the acquisition, the director owned 227,158 shares of the company’s stock, valued at approximately $6,753,407.34. This trade represents a 3.84% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO John Fieldly purchased 8,475 shares of Celsius stock in a transaction on Friday, May 22nd. The stock was bought at an average price of $29.36 per share, with a total value of $248,826.00. Following the transaction, the chief executive officer owned 937,540 shares of the company’s stock, valued at approximately $27,526,174.40. This represents a 0.91% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 2.33% of the stock is currently owned by company insiders.
Celsius News Summary Here are the key news stories impacting Celsius this week:
Positive Sentiment: Stephens maintained an “overweight” rating while lowering its price target to $50, suggesting substantial potential upside if Celsius can stabilize its brands and improve execution. Stephens price target article Positive Sentiment: Alani Nu and Rockstar contributed to 10.6% year-over-year quarterly revenue growth, while Celsius remains viewed as a potential consolidation target for larger beverage companies. The buyout thesis is speculative and has not resulted in a reported offer. Energy drink consolidation article Neutral Sentiment: Celsius announced leadership changes as part of an organizational realignment supporting its “Total Energy Portfolio” strategy. The changes could improve integration and brand management, but investors will look for evidence of better results. Celsius leadership changes Neutral Sentiment: Analyst coverage remains mixed: JPMorgan, Citi, Piper Sandler and Needham lowered their targets, while Maxim downgraded the stock to “hold.” TD Cowen, however, retained a “buy” rating. JPMorgan price target article Negative Sentiment: Second-quarter revenue of $817.9 million missed the $870.1 million consensus estimate, and earnings of $0.36 per share fell short of the $0.41 forecast. Adjusted profitability was pressured even as Alani Nu and Rockstar grew. Celsius Q2 results analysis Negative Sentiment: The core Celsius brand reportedly shifted from 6% growth in the first quarter to a 12% year-over-year revenue decline in the second quarter, raising concerns that newer brands may not fully offset the slowdown. Celsius investigation notice Negative Sentiment: Levi & Korsinsky announced a pending investor investigation focused on Celsius’s disclosures and performance. The announcement is not a finding of wrongdoing, but it adds reputational and legal uncertainty. Investor investigation notice Institutional Inflows and Outflows Hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. raised its stake in Celsius by 4.6% during the 4th quarter. Vanguard Group Inc. now owns 18,074,995 shares of the company’s stock worth $826,750,000 after acquiring an additional 802,743 shares during the period. Geode Capital Management LLC boosted its position in shares of Celsius by 8.4% in the fourth quarter. Geode Capital Management LLC now owns 3,565,409 shares of the company’s stock worth $163,112,000 after purchasing an additional 277,424 shares during the period. Norges Bank purchased a new stake in shares of Celsius in the fourth quarter worth $140,803,000. Massachusetts Financial Services Co. MA purchased a new stake in shares of Celsius in the fourth quarter worth $115,321,000. Finally, Ameriprise Financial Inc. raised its position in shares of Celsius by 20.9% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,470,088 shares of the company’s stock valued at $114,587,000 after purchasing an additional 426,623 shares during the period. 60.95% of the stock is currently owned by institutional investors.
Celsius Stock Down 2.0% The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.42 and a current ratio of 1.80. The company’s 50-day moving average price is $29.35 and its 200 day moving average price is $36.27. The stock has a market capitalization of $6.89 billion, a P/E ratio of 113.38, a P/E/G ratio of 1.29 and a beta of 0.95.
Celsius (NASDAQ:CELH – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $0.36 earnings per share for the quarter, missing the consensus estimate of $0.41 by ($0.05). Celsius had a return on equity of 36.52% and a net margin of 4.24%.The firm had revenue of $817.93 million during the quarter, compared to the consensus estimate of $870.08 million. During the same period in the prior year, the company posted $0.47 EPS. The company’s quarterly revenue was up 10.6% on a year-over-year basis. As a group, equities analysts expect that Celsius Holdings Inc. will post 1.51 earnings per share for the current year.
Celsius Company Profile (Get Free Report)
Celsius Holdings, Inc is an American beverage company known for its line of fitness and energy drinks formulated to support active lifestyles. The company’s flagship product, the Celsius® brand, features beverages enhanced with ingredients such as green tea extract, guarana seed extract and essential vitamins, positioned as a functional alternative to traditional energy drinks. These products are designed to deliver a blend of ingredients that support metabolism and sustained energy without high sugar content or artificial preservatives.
In addition to its core carbonated drink portfolio, Celsius has expanded its offerings to include powder mixes and non-carbonated ready-to-drink variants, catering to consumer preferences around taste, convenience and nutritional needs.
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Aramark (NYSE:ARMK) will release its third quarter earnings report before the opening bell on Tuesday, Aug. 11.
Analysts expect the Philadelphia, Pennsylvania-based company to report quarterly earnings of 48 cents per share, up from 40 cents per share in the year-ago period. The consensus estimate for Aramark’s quarterly revenue is $4.94 billion. It reported $4.63 billion last year, according to Benzinga Pro.
On Aug. 5, Aramark’s board approved a quarterly dividend of 12 cents per share of common stock.
Shares of Aramark fell 0.4% to close at $55.71 on Monday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Truist Securities analyst Jasper Bibb maintained a Buy rating and increased the price target from $58 to $70 on July 27, 2026. This analyst has an accuracy rate of 67%. Oppenheimer analyst Ian Zaffino maintained an Outperform rating and raised the price target from $60 to $65 on June 29, 2026. This analyst has an accuracy rate of 68%. Citigroup analyst Leo Carrington maintained a Buy rating and raised the price target from $63 to $70.5 on June 22, 2026. This analyst has an accuracy rate of 53%. B of A Securities analyst Gary Bisbee maintained the stock with a Buy rating and raised the price target from $59 to $62 on June 2, 2026. This analyst has an accuracy rate of 55%. Morgan Stanley analyst Toni Kaplan maintained the stock with an Equal-Weight rating and boosted the price target from $45 to $50 on May 13, 2026. This analyst has an accuracy rate of 61% Considering buying ARMK stock? Here’s what analysts think:
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Mercury Systems (NASDAQ:MRCY – Get Free Report) will likely be posting its Q4 2026 results after the market closes on Tuesday, August 18th. Analysts expect Mercury Systems to announce earnings of $0.3850 per share and revenue of $266.1640 million for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Tuesday, August 18, 2026 at 5:00 PM ET.
Mercury Systems Stock Performance NASDAQ MRCY opened at $108.64 on Tuesday. The firm’s fifty day moving average price is $108.99 and its two-hundred day moving average price is $94.42. Mercury Systems has a 1 year low of $52.68 and a 1 year high of $128.45. The firm has a market capitalization of $6.52 billion, a P/E ratio of -452.67 and a beta of 0.95. The company has a current ratio of 3.19, a quick ratio of 2.15 and a debt-to-equity ratio of 0.40.
Analyst Ratings Changes A number of brokerages have recently weighed in on MRCY. Wall Street Zen lowered Mercury Systems from a “buy” rating to a “hold” rating in a research note on Saturday, July 18th. Zacks Research downgraded shares of Mercury Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Weiss Ratings restated a “sell (d-)” rating on shares of Mercury Systems in a research report on Friday, July 17th. Canaccord Genuity Group raised their target price on shares of Mercury Systems from $102.00 to $106.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, The Goldman Sachs Group boosted their price target on Mercury Systems from $60.00 to $68.00 and gave the stock a “sell” rating in a report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $95.78.
View Our Latest Research Report on Mercury Systems
Insider Transactions at Mercury Systems In other Mercury Systems news, Director Howard L. Lance sold 9,250 shares of the business’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $99.76, for a total value of $922,780.00. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 1.40% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Mercury Systems Hedge funds and other institutional investors have recently modified their holdings of the business. Hsbc Holdings PLC bought a new stake in shares of Mercury Systems in the 4th quarter valued at about $248,000. T. Rowe Price Investment Management Inc. grew its holdings in shares of Mercury Systems by 1.4% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,542,851 shares of the technology company’s stock valued at $112,644,000 after buying an additional 21,182 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Mercury Systems by 25.1% in the fourth quarter. Invesco Ltd. now owns 1,910,742 shares of the technology company’s stock valued at $139,503,000 after purchasing an additional 383,299 shares during the period. Corient Private Wealth LLC increased its holdings in Mercury Systems by 171.5% in the 4th quarter. Corient Private Wealth LLC now owns 15,622 shares of the technology company’s stock worth $1,145,000 after buying an additional 9,867 shares during the period. Finally, Vident Advisory LLC increased its stake in shares of Mercury Systems by 2.9% in the fourth quarter. Vident Advisory LLC now owns 121,888 shares of the technology company’s stock worth $8,899,000 after acquiring an additional 3,382 shares during the period. 95.99% of the stock is currently owned by hedge funds and other institutional investors.
Mercury Systems Company Profile (Get Free Report)
Mercury Systems, Inc (NASDAQ: MRCY) is a technology company that designs, manufactures and markets secure processing subsystems for aerospace and defense applications. The company’s products are built to address the stringent security, safety and reliability requirements of mission-critical programs, with a focus on radar, electronic warfare, intelligence and other sensor and processing functions. Mercury’s offerings encompass rugged embedded computing modules, high-performance radio frequency (RF) and microwave components, digital signal processing subsystems and secure networking solutions.
Since its origins in advanced signal processing, Mercury Systems has expanded its capabilities through a combination of internal development and targeted acquisitions.
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Enterprise Products Partners ve 2. čtvrtletí vykázala rekordní EBITDA 2,8 miliardy USD a EPS 0,84 USD, nad odhady. Firma zároveň nabízí dividendový výnos 5,9 % a 28 let v řadě zvyšuje distribuci.
When it comes to energy investing, integrated oil giants like Chevron and ExxonMobil often steal the spotlight. They are top picks for dividend investors thanks to their impressive dividend growth streaks of 39 and 43 years, respectively.
While these integrated giants have impressive dividend histories, they don't offer the highest yield for income-focused investors. If you're searching for superior yields and stable cash flows, consider midstream powerhouse Enterprise Products Partners (EPD +0.64%). Here's why.
Image source: Getty Images.
Enterprise Products Partners is built for long-term stability While upstream oil drillers are vulnerable to price swings in commodity markets, Enterprise Products Partners serves as a highway system for moving oil and gas across North America. It has a massive infrastructure footprint that includes 50,000 miles of pipelines, 300 million barrels of liquid storage capacity, and 21 deep-water docks.
The business is built for stability. Roughly 80% of its gross operating margin is fee-based, and the company earns fees based on the volume of product moved rather than the spot price of oil and gas. Additionally, about 90% of its long-term contracts have escalation provisions to mitigate the effects of inflation. This business model helps shield it from price volatility, providing stable cash flows.
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In the second quarter, the company delivered stellar results, generating a record $2.8 billion in earnings before interest, taxes, depreciation, and amortization (EBITDA), along with earnings per share (EPS) of $0.84, ahead of consensus estimates.
The strong results were boosted by robust global demand for U.S. energy, as total pipeline-equivalent volumes rose 8% to 14.7 million barrels per day (MMBPD), while marine terminal volumes surged 33% to 2.8 MMBPD across its docks. The company is building on its strong position, including several new processing plants in the Permian, a region that has been a massive growth driver for it.
Enterprise boasts an impressive track record of rewarding investors Enterprise Products Partners has an impressive dividend yield of 5.9%, well above Chevron's (3.7%) and ExxonMobil's (2.6%). This dividend is supported by a sound business and its corporate structure as a master limited partnership (MLP).
As a pass-through entity, Enterprise does not pay corporate income tax; instead, it passes profits, losses, and deductions directly to unitholders. While this provides great tax-deferral benefits, investors should note that they will receive a Schedule K-1 at tax time, which can complicate tax filing.
That said, Enterprise Products has an impressive yield and an exceptional track record of raising its distribution for 28 consecutive years, making it a solid dividend stock for investors seeking income from their investment portfolios today.
Offchain Labs uvede Stylus na Arbitrum One a Nova mainnet na Arbitrum Day, což má přinést vyšší výkon, nižší náklady na gas a lepší prostředí pro vývojáře. Zároveň chystá BoLD, Fast Withdrawals a další kroky k vyšší decentralizaci a interoperabilitě.
Tl;dr Your Chain, Your Rules. As Arbitrum sees massive adoption by those building applications, infrastructure, and Orbit Chains, we’re hard at work on a variety of technical updates. These updates ensure that the usability, interoperability, and utility of Arbitrum continues to lead the adoption curve. Outlined below is the roadmap we intend to deliver, making your vision of blockchains a reality.
Your Chain, Your Rules.
As we set our (technical) course for the upcoming year, we at Offchain Labs remain steadfast in one of our core values: Your Chain, Your Rules. We continue to believe that blockchains are building a better internet, one with users and developers at the core. Using Arbitrum technology, builders can create powerful onchain apps and vibrant blockchain ecosystems. Users and institutions can safely steward themselves in a natively digital economy. Communities have the power to self-govern.
With this in mind, we encourage everyone interacting with Arbitrum chains to be visionaries, to stay curious, and to move forward with confidence knowing the tech just works.
The Roadmap
When we launched Arbitrum on August 31, 2021 (Arbitrum Day), we tackled the first major hurdle in blockchain adoption: scalability. Over the past three years, we’ve continued to scale, introduced entirely new capabilities, and created the most technically sound and open blockchain platform available.
As blockchain technology expands its reach across industries and gives rise to new ones, builders and users face the very challenges we’re committed to solving: fundamental usability, driving adoption, offering robust decentralization guarantees to users, and an infrastructure layer that just works.
We’re bridging the gap for builders and users by simplifying interactions with Arbitrum chains, driving wider adoption. Interoperability is at our core, allowing seamless navigation between chains using secure technology. We’re abstracting complex decision-making processes about ‘which stack or chain to use’ and creating the unified system.
It’s simple…Your Chain, Your Rules — giving you the freedom to innovate and build on a foundation you can trust.
DevEx, UX, and Adoption
To drive adoption we need to make building on blockchains more expressive, performant, and accessible for developers. Enter Stylus.
Stylus transcends the constraints of building on Ethereum by allowing developers to program in languages that compile to WebAssembly (WASM), like Rust, C, and C++.
Solidity has an important part of our history and an important part of our future as well; Arbitrum’s support for EVM isn’t going anywhere. At the same time, we must recognize that the number of Solidity developers and the corpus of existing code is far smaller than traditional programming languages. Stylus allows us to be more inclusive and welcome in a growing developer base without compromising the EVM experience for those who love it.
Stylus meets the growing need for performant and secure smart contract languages, while simultaneously expanding the design space for increasingly expressive onchain applications. In addition, Stylus is an efficient execution environment leading directly to gas savings for complex smart contracts. With Stylus, computation and memory costs can be significantly cheaper.
And you don’t have to wait…
If you’ve been around the Arbitrum ecosystem for a while, you know some of the biggest ecosystem launches happen on Arbitrum Day. (Well ok ok technically, Arbitrum Day falls on a holiday weekend in the US this year, so we’ll be observing it a few days late).
Arbitrum Stylus will go live on Arbitrum One and Nova mainnet on Arbitrum Day ushering in a new phase of innovation across the ecosystem and make the developer and user experiences even better. It’s the biggest execution layer upgrade to ever hit our industry.
Decentralization
The core ethos of blockchain technology, which values decentralization and trustlessness, is core to everything we build at Offchain and our future development plans for the Arbitrum technology stack. We are working on a number of near-term and future developments to strengthen foundational infrastructure, ensuring decentralization remains not just a theoretical concept, but a practical reality in the ecosystem:
BoLD (H2 2024): In addition to improved security, BoLD enables safe decentralized validation and moves Arbitrum closer to being a Stage 2 rollup, the final stage in L2 Beat’s stage definitions.Censorship Timeout (H2 2024): Building upon BoLD, Censorship Timeout limits the negative impact to Arbitrum chains from a repeatedly censoring or offline sequencer, potentially due to an attack. This provides stronger guarantees of censorship resistance to Arbitrum chains, and improves user fund access.Decentralized Sequencer (likely 2025): Decentralizing the Arbitrum sequencer is the last step in Arbitrum’s decentralization roadmap. A decentralized sequencer distributes the responsibility of transaction ordering across a broader, decentralized network of participants, reducing the risk of censorship attacks and enhancing reliability.At Offchain, we believe in the core ethos of blockchain tech and build products for decentralized adoption. The features mentioned in this post can be adopted by Arbitrum Orbit chains when available, or the Arbitrum DAO can vote in any or all of these technical upgrades to the chains it governs (Arbitrum One and Arbitrum Nova).
Interoperability and Horizontal Scaling
The introduction of Arbitrum Orbit ushered in a new era, empowering teams to innovate solutions for their own specific use cases. Arbitrum Orbit allows developers to customize their chains in any way they see fit. Our guiding principle remains: Your Chain, Your Rules. As builders focus on pushing boundaries, we’re committed to implementing significant performance and interop improvements by tackling fundamental engineering challenges. Our long-term strategy combines vertical and horizontal scaling efforts, enabling developers to accomplish more.
To unify the Arbitrum Ecosystem (Arbitrum Orbit, Arbitrum One, Arbitrum Nova, and Ethereum) we’re building towards frictionless interoperability between chains rooted in fast communication. Optimistic rollups offer the lowest cost and greatest flexibility, but their main barrier to horizontal scaling is the confirmation delay introduced by the challenge period. Longer confirmation time means that worst-case cross-chain communication may require days or alternatively placing trust in 3rd-parties.
We’re working on several interop solutions that will reduce these confirmation delays and enable horizontal scaling:
Fast Withdrawals (Q3 2024):The imminent release of Fast Withdrawals will enable AnyTrust chains to bypass the confirmation delay, and settle to their parent chain within minutes. These fast confirmations will enable sibling L2s (or L3s) to communicate quickly with one another, thereby enabling developers to shard workloads and scale horizontally.Chain Clusters(2025): Looking ahead into next year, we plan to further expand the toolbox of developers to horizontally scale Orbit chains with the release of Chain Clusters. By allowing multiple Orbit chains to closely align their ecosystem and infrastructure, Chain Clusters can be used to reduce cross-chain communication time from minutes to near-instant.Performance and Efficiency
From the very beginning, back in 2014, Arbitrum’s design has focused on performance and efficiency. Now, we’re looking to deliver the next iteration of enhancements in compute efficiency and performance with fundamental optimizations to execution.
Multi-client support (H1 2025): Arbitrum Nitro is the node software that powers all Arbitrum-based chains and is built on Geth, a Golang implementation of the execution specification for L1 Ethereum. Since the debut of Arbitrum Nitro back in August 31, 2022, many new Execution Layer (EL) client implementations have launched or improved significantly — all with varying and unique value propositions and optimization targets. As the stability and quality of these alternative clients have improved, Offchain Labs has been working towards readying the Arbitrum stack to support alternative clients.When we evaluate other clients, our main objective is to optimize at-head block production speeds which over time will (1) reduce the hardware cost of existing node operators and (2) pave the way for the safe increase of the speed limit (i.e. target throughput) on Arbitrum chains.
We have already begun testing and evaluating performance and benchmarks for several clients including Paradigm’s newly released Reth 1.0, Erigon 3.0, and Nethermind with the goal of delivering a production-ready multi-client implementation in 2025 and streamlining the process of adding additional clients down the road. Although our current analysis suggests that some alternative clients are still behind Geth in a few performance benchmarks, we believe that it’s prudent to ready the path for Arbitrum adoption as these clients further optimize.
Adaptive Pricing (H1 2025): On current EVM chains, gas limits are set to prevent nodes from over-consuming the most scarce computational resource. This means that the gas limit for a chain is always a worst-case assessment, designed to protect against a transaction load that uses a node’s most constrained resource.In contrast with a worst-case approach, Adaptive Pricing considers the actual resources being used and dynamically sets the gas limit accordingly. With Adaptive Pricing, the chain will only raise fees and throttle down resource consumption when a particular resource is approaching its actual limit, as opposed to a hypothetical maximum of what resources a different transaction might have used.
Adaptive Pricing will further enable scaling by allowing smart contracts to more efficiently use the full resources made available by nodes, and operate much closer to the true gas limit. Overall performance will increase without increasing the capacity of the network’s nodes. Adaptive Pricing also improves resilience versus extreme traffic patterns (e.g. inscriptions), where usage patterns change radically, but temporarily, by dynamically lowering gas limits only when necessary.
Zero-knowledge proofs
Offchain is committed to scaling Ethereum with the best possible technology stack. By constantly working at the limits of available technology, we can identify improvements to deliver into our scaling solutions. While today it’s clear that from the perspectives of stability, maturity, cost, and security, Arbitrum Nitro is the best stack to scale Ethereum, our research team has identified several paths where we can incorporate productive uses of zero knowledge (ZK).
In his 2023 medium post as well as recent talks at EthCC and SBC, our Chief Scientist Ed Felten presented a hybrid construction for how ZK can be integrated into Arbitrum chains. One particular area of active research studying ZK:
ZK+Optimistic Hybrid Proving: In the Arbitrum rollup and dispute resolution protocol, ZK proofs could eventually be used to instantly confirm assertions, acting as an optional and fast path to confirmation on the parent chain. Optimistic proving could still be used if ZK proofs are not provided. This enables users and developers on Arbitrum chains to access very fast native interoperability on an as-needed basis.Always Looking Ahead
At Offchain we are committed to creating solutions before problems arise. The monumental efforts to build three products ready for deployment this year — Stylus, BoLD, and Timeboost (click to learn more) — are proof points of Offchain Labs our research team is leading from the front. These innovations will make blockchains more accessible and support core values of decentralization.
Our deep bench of researchers, engineers, product managers, partnerships, marketers, and operations professionals push the boundaries of what can be done in this space. We build our products for you to innovate with the assumption that your infrastructure just works.
There is a lot more on the roadmap, but we wanted to share some of the mountains you’ll start to see moving in the near term.
Arbitrum Orbit od spuštění v roce 2023 překročil 30 řetězců na mainnetu a má přes 200 milionů USD bridged TVL. Offchain Labs chystá další vylepšení v oblasti customizace, decentralizace a interoperability.
Unlock blockchain potential with the Universe of Chains
Blockchain technology has been rapidly evolving, bringing incredible opportunities for growth and innovation. However, as the space expands, developers and users are seeking ways to make blockchain technology more accessible, secure, and decentralized.
Arbitrum Orbit’s technology stack is an essential piece in blockchain scaling. Developers can create and customize their chains without getting bogged down in technical complexity, reducing the work they need to do to get to where they want to go. Users reap the benefits of faster, more cost-efficient transactions compared to using Ethereum.
At Offchain, we know that there are various types of onchain applications that developers want to build and that there is never a one-size-fits-all solution for enabling these applications and the innovation teams are striving for. Using Orbit, we have adopted the mantra of Your Chain, Your Rules to ensure chain developers can adapt and evolve their applications based on their unique needs and innovate in a way that works for them.
This means that regardless of whether developers are building a large-scale application or designing a dedicated ecosystem, Orbit will provide the developer with more ownership and customizability over the chain. This will include increased speed, custom gas tokens, governance tools, various validation strategies, novel ways to deal with MEV, smart contracts in new languages, and more. Each Orbit team will have the power to decentralize and grow however it wishes.
With all of this in mind, we want to share a little more about Arbitrum Orbit’s current state, our vision for its future, and what this means for current and prospective teams using Orbit chains.
Phase one, *rapid expansion*
Since its launch in 2023, Arbitrum Orbit has sparked an explosion in innovation across Ethereum. Pioneering blockchain developers quickly recognized the opportunity to build new, performant, and feature-rich rollups, resulting in industry-defining app chains and onchain ecosystems. As of October 1st, 2024, the Orbit ecosystem has seen over 30 chains reach mainnet, with over $200 million in TVL bridged.
The Orbit ecosystem contains the full breadth of blockchain applications and use cases such as gaming, DeFi, Consumer, DePin, RWAs, and more.
Applications that have built a solid user base and product are now evolving and require more bespoke designs and systems to serve their growing needs. This is what Orbit is designed to do. With Orbit, developers can aggregate their services into a single chain instead of dealing with the complexity of deploying across multiple blockchains. This allowed them to build faster, more scalable, and interoperable applications.
Phase two, the *evolution*
Following the explosion comes the evolutionary phase of the Orbit ecosystem, and we are looking to improve in a handful of areas over the coming months.
Customizability
Orbit chains are designed so that it is possible to choose the exact technology stack you would like to use. This means we want to provide more customizable offerings for Orbit chain users. Some exciting developments that we are working on include:
Expanding gas token offerings,Having the option to deploy a bridged form of USDC through EVM blockchains, with the possibility of having native issuance in the future andAccess to the new transaction ordering policy that Offchain developed, Timeboost.Decentralization
At the heart of what makes blockchain transformative is decentralization. BoLD, which stands for Bounded Liquidity Delay Protocol, will be an upgrade to the Arbitrum dispute protocol. It will enable anyone to validate the state of the chain and propose state roots to L1 Ethereum, making one great stride towards enhancing permissionless and decentralized validation and improving the security of withdrawals to L1 Ethereum.
As part of BoLD, a novel feature called Censorship Timeout will be enabled that improves the censorship resistance properties for Arbitrum Orbit chains — particularly L3s. Censorship Timeout introduces a way for the force inclusion window to be lowered following repeated or sustained sequencer censorship or downtime. Arbitrum Orbit chains get this benefit for free by adopting to use BoLD. Read more about this feature in this document.
DevEx
We want blockchain developers to be able to design and build highly customizable applications that meet their ever-changing needs. For this reason, we’re looking to offer flexible tools and a customizable tech stack to enable them to create more specialized and innovative solutions.
Alongside improvements to the Orbit Admin UI (user interface) and the Orbit SDK (software development kit), the Stylus SDK is another central area of focus for us at Offchain Labs.
Stylus enhances smart contract development on Arbitrum by allowing developers to write contracts in any language that compiles to WebAssembly, such as Rust, C, and C++. This flexibility lets developers use familiar, efficient, and secure programming languages while also allowing them to access tooling and libraries belonging to new languages supported by Stylus, unlocking new possibilities.
Native interoperability
As the universe of chains develops, native interoperability becomes essential. An important aspect of Orbit is its interconnectivity, which enables networks and services to flow effortlessly.
To help ensure that this becomes a seamless reality, we’re working on multiple interoperability solutions, including:
Layer leap: This feature will allow users to move funds directly from Ethereum to an L3 Orbit chain in one transaction. This helps with interoperability by reducing the number of transactions and overhead required from the end user when using app chains on L3s.Fast withdrawals: These will be available for Arbitrum AnyTrust chains. They will enable Orbit chains to reach fast finality and process transactions in as little as 15 minutes instead of the initial 7-day challenge period. This will be achieved through a committee that must unanimously approve the transaction. Fast withdrawals will help with interoperability because it reduces the time it takes to transfer assets between Orbit chains, making cross-chain interactions a tad more seamless.Chain mesh: Previously chain clusters. We are working on a native solution for Arbitrum chains to allow trustless, faster communication and settlement times. This innovative approach will enable Orbit chains to work together more efficiently, optimizing the use of resources and enhancing security.Performance
In addition to allowing developers to write code in additional programming languages, Stylus is designed to optimize performance by introducing a co-equal virtual machine completely interoperable with the EVM that is designed to execute WASM instead of EVM bytecode. WASM languages such as Rust can provide significantly better performance and efficiency for computationally intensive applications. This makes it possible to do previously unfeasible operations, such as various types of on-chain proof verification.
We are also looking to invest in alternative client implementations to scale Arbitrum Orbit chains vertically, bringing further customizations to Orbit chains and allowing further modularity.
Looking ahead
We envision that the future of Orbit chains will resemble closely connected constellations or meta-structures that bring together multiple blockchain networks into a cohesive, interconnected ecosystem. Arbitrum technology will connect these constellations and ensure they remain highly interoperable while serving a specific community or function.
With this roadmap, Arbitrum Orbit is well-positioned to lead the next phase of blockchain innovation, empowering developers, users, and ecosystems to thrive in an ever-evolving, decentralized world.
Victory Capital dosáhla nového 52týdenního maxima poté, co JPMorgan zvýšila cílovou cenu na 101 USD. Akcie během obchodování vystoupaly až na 110,37 USD.
Victory Capital Holdings, Inc. (NASDAQ:VCTR – Get Free Report)’s stock price reached a new 52-week high during trading on Monday after JPMorgan Chase & Co. raised their price target on the stock from $87.00 to $101.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. Victory Capital traded as high as $110.37 and last traded at $110.65, with a volume of 20430 shares trading hands. The stock had previously closed at $108.16.
A number of other equities analysts also recently issued reports on VCTR. Barclays upped their price target on Victory Capital from $95.00 to $112.00 and gave the stock an “equal weight” rating in a research report on Friday. Zacks Research raised Victory Capital from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 10th. Wall Street Zen upgraded Victory Capital from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. The Goldman Sachs Group restated a “neutral” rating and set a $100.00 target price on shares of Victory Capital in a research note on Friday. Finally, Royal Bank Of Canada upped their target price on Victory Capital from $107.00 to $118.00 and gave the company an “outperform” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Victory Capital presently has a consensus rating of “Moderate Buy” and a consensus price target of $98.29.
Check Out Our Latest Research Report on VCTR
Key Victory Capital News Here are the key news stories impacting Victory Capital this week:
Positive Sentiment: Strong earnings and growth profile support the stock. Victory Capital recently reported adjusted earnings of $2.21 per share, well above the $1.79 consensus estimate, while revenue of $435.36 million also exceeded expectations. Zacks cited above-average financial growth as a reason growth investors may consider the shares. Here is Why Growth Investors Should Buy Victory Capital Now Positive Sentiment: Momentum remains strong. VCTR reached a new 52-week high, reflecting continued investor confidence after its earnings outperformance. The stock is trading substantially above its 50-day and 200-day moving averages, signaling strong recent price momentum. Victory Capital Hit a 52 Week High Neutral Sentiment: Insider share dispositions were tied to tax withholding, not discretionary selling. Victory Capital executives, including its CEO, CFO and ETF chief, had shares withheld or disposed of following the vesting of performance-based restricted stock. The transactions totaled sizable amounts, but the filings indicate they were administrative and non-discretionary rather than a direct signal that management expects the stock to decline. Victory Capital ETF Chief Share Vesting Negative Sentiment: Valuation may limit further gains. GuruFocus estimated VCTR’s GF Value at $97.67, below its recent market price near $111.44, suggesting the stock may be moderately overvalued after its rally. Investors may therefore demand continued earnings growth to justify the premium valuation. Victory Capital Valuation Review Institutional Inflows and Outflows A number of hedge funds have recently bought and sold shares of the stock. Amundi acquired a new position in shares of Victory Capital in the 4th quarter valued at $192,735,000. Bank of New York Mellon Corp acquired a new stake in Victory Capital during the 2nd quarter worth about $42,035,000. FIL Ltd acquired a new stake in Victory Capital during the 4th quarter worth about $26,813,000. Invesco Ltd. grew its stake in Victory Capital by 163.6% during the 3rd quarter. Invesco Ltd. now owns 431,912 shares of the company’s stock valued at $27,971,000 after purchasing an additional 268,061 shares during the last quarter. Finally, Voloridge Investment Management LLC grew its stake in Victory Capital by 747.2% during the 3rd quarter. Voloridge Investment Management LLC now owns 299,862 shares of the company’s stock valued at $19,419,000 after purchasing an additional 264,468 shares during the last quarter. Institutional investors and hedge funds own 87.71% of the company’s stock.
Victory Capital Stock Up 3.0% The business has a fifty day moving average price of $92.36 and a two-hundred day moving average price of $80.32. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.29 and a quick ratio of 1.29. The firm has a market capitalization of $6.97 billion, a price-to-earnings ratio of 20.49, a price-to-earnings-growth ratio of 1.26 and a beta of 1.08.
Victory Capital (NASDAQ:VCTR – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.79 by $0.42. Victory Capital had a return on equity of 24.17% and a net margin of 29.57%.The firm had revenue of $435.36 million during the quarter, compared to analysts’ expectations of $386.09 million. On average, equities analysts expect that Victory Capital Holdings, Inc. will post 7.38 earnings per share for the current year.
Victory Capital Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Thursday, September 10th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.8%. The ex-dividend date is Thursday, September 10th. Victory Capital’s dividend payout ratio is 36.76%.
About Victory Capital (Get Free Report)
Victory Capital (NASDAQ:VCTR) is a global investment management firm that provides a broad range of strategies across equities, fixed income, multi-asset and alternative investments. Serving institutional, intermediary and retail clients, the company delivers tailored solutions through active, research-driven portfolio management. Its product lineup includes traditional mutual funds, separately managed accounts, sub-advisory services and specialized strategies such as ESG-focused and municipal bond portfolios.
Founded in 1988, Victory Capital has expanded its capabilities via both organic growth and strategic acquisitions, integrating experienced investment teams to enhance its offerings in areas like smart beta, global equity and fixed income.
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V přiloženém textu nejsou žádné výsledky ani konkrétní novinky, jen úvod a právní upozornění k hovoru o výsledcích Hims & Hers Health za 2. čtvrtletí 2026.
Hims & Hers Health, Inc. (HIMS) Q2 2026 Earnings Call August 10, 2026 5:00 PM EDT
Company Participants
William Newby - Senior Director of Investor Relations
Andrew Dudum - Co-Founder, Chairman & CEO
Mohamed ElShenawy - Chief Technology Officer
Yemi Okupe - Chief Financial Officer
Conference Call Participants
Maria Ripps - Canaccord Genuity Corp., Research Division
Ryan MacDonald - Needham & Company, LLC, Research Division
Mark Stephen Mahaney - Evercore ISI Institutional Equities, Research Division
Craig Hettenbach - Morgan Stanley, Research Division
Eric Percher - Nephron Research LLC
Glen Santangelo - Barclays Bank PLC, Research Division
Presentation
Operator
Hello, everyone. Thank you for joining us, and welcome to the Hims & Hers Health Second Quarter 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to Bill Newby, Director of Investor Relations. Bill, please go ahead.
William Newby
Senior Director of Investor Relations
Good afternoon, everyone, and welcome to the Hims & Hers Health Second Quarter 2026 Earnings Call. On the call with me today is Andrew Dudum, our Co-Founder and Chief Executive Officer; Yemi Okupe, our Chief Financial Officer; and Mo ElShenawy, our Chief Technology Officer. Before I hand it over to Andrew, I need to remind you of legal safe harbor and cautionary declarations.
Certain statements and projections of future results made in this presentation constitute forward-looking statements that are based on, among other things, our current market, competitors and regulatory expectations and are subject to risks and uncertainties that could cause actual results to vary materially. We take no obligation to update publicly any forward-looking statement after this call, whether as a result of new information, future events, changes in assumptions or otherwise.
The risks, uncertainties and other factors that could cause actual results to differ from our forward-looking statements are described in our earnings release and SEC filings. Please see our recent
Hexcel ve 2. čtvrtletí zvýšil tržby o 8 % a provozní zisková marže vzrostla o 280 bazických bodů na 13,9 %. Firma zároveň zvýšila výhled tržeb i EPS na rok 2026.
SummaryHexcel Corporation demonstrates accelerating operating leverage, with Q2 sales up 8% and adjusted operating margin expanding 280 bps to 13.9%.HXL raises 2026 sales and EPS guidance, reflecting broadening commercial aerospace demand, particularly from Airbus A350 and Boeing 787 programs.Incremental margin reached 49% in Q2, and management targets mid-30% longer-term, as capacity is restored to meet rising demand.I downgrade from strong buy to buy, with a new price target of $125.31 (21% upside), as near-term upside moderates but multi-year margin and cash flow growth remain compelling.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Alvin Man/iStock Editorial via Getty Images
Hexcel Corporation (HXL), a leading provider of composite materials for the aerospace and defense industry, reported second-quarter 2026 results that confirmed the commercial aerospace recovery is finally translating into higher utilization, margins, and cash flow. High
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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.
Samsung SDI ukončí společný podnik s GM v Indianě a odkoupí jeho 49,99% podíl kvůli slabší poptávce po elektromobilech. Závod má nově sloužit také pro baterie pro ESS.
The GM logo is displayed at the new location of the General Motors Headquarters in Detroit, Michigan, U.S., January 12, 2026. REUTERS/Rebecca Cook Purchase Licensing Rights, opens new tab
CompaniesAug 11 (Reuters) - South Korean battery maker Samsung SDI (006400.KS), opens new tab said on Tuesday it will end its joint venture agreement with General Motors (GM.N), opens new tab in Indiana and acquire the U.S. firm's 49.99% stake, citing weaker-than-expected electric vehicle demand.
Here are some details:
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Samsung SDI said in a regulatory filing that it plans to use the wholly owned unit - SDI-GM Synergy Cells Holdings - to respond to market demand for batteries across various applications, including energy storage systems (ESS) and EVs.
The company said its existing investment plan would change following the shift to a wholly owned unit, but specific investment plans had not yet been finalised. The company said it would make further disclosures in accordance with regulatory requirements.
"The ownership change was made in consideration of market changes since the joint venture was announced – including the slower-than-expected growth of EV demand. The two partners have now decided to seek other forms of cooperation other than the joint venture," Samsung SDI said in a statement.
Separately, Samsung SDI said it has signed an agreement with GM to jointly develop next-generation prismatic batteries for potential future EV applications.
Reuters had reported earlier this year that construction at the plant had slowed amid weak demand for EVs.
GM and other automakers pulled back on EV manufacturing following the loss of a $7,500 federal tax credit last September. While automakers continue to build and sell EVs, they have lowered factory output to match demand.
The joint venture was announced two years ago and was initially expected to have an annual production capacity of 27 gigawatt hours, with an aim to start mass production in 2027.
In March, GM and LG Energy Solution also announced a decision to transform another EV battery plant in Tennessee to make batteries for ESS.
Reporting by Anusha Shah in Bengaluru; Joyce Lee and Heekyong Yang in Seoul; Editing by Rashmi Aich, Sonia Cheema and Ed Davies
Our Standards: The Thomson Reuters Trust Principles., opens new tab
ČEZ za první pololetí zvýšil čistý zisk o 10 % na 18,1 mld. Kč a znovu navýšil celoroční výhled EBITDA na 109 až 114 mld. Kč, přičemž očištěný čistý zisk očekává na úrovni 31 až 35 mld. Kč.
Energetické skupině ČEZ klesly v letošním prvním pololetí provozní výnosy meziročně o pět procent na 159,7 miliardy korun, provozní zisk před odpisy (EBITDA) byl nižší dokonce o 20 procent a dosáhl rovných 59 miliard. Čistý zisk ale vzrostl o 10 procent na 18,1 mld. Kč, což je mj. dáno ukončením daně neočekávaných zisků, tzv. windfall tax. Čistý zisk očištěný, relevantní pro návrh dividendy, dosáhl 17,8 mld. Kč, což je meziročně o sedm procent více.
Společnost zároveň - stejně jako při květnovém reportování výsledků za první kvartál - opět navýšila svůj celoroční výhled, a to jednak díky zlepšení hospodaření segmentu Distribuce, vyššímu objemu výroby jaderných elektráren a růstu realizačních cen výroby v důsledku krize v Perském zálivu vedoucí k růstu tržních cen energetických komodit. Nově tak ČEZ očekává, že ukazatel EBITDA dosáhne 109 až 114 mld. Kč a čistý zisk očištěný bude na úrovni 31 až 35 mld. Kč.
Podle šéfa skupiny a předsedy představenstva Daniele Beneše to je důsledkem stabilního a bezpečného provozu našich výrobních zdrojů, zkrácení odstávek na jaderných elektrárnách a zlepšení výhledu segmentu Distribuce.
„Stabilitu a spolehlivost výrobních zdrojů i distribučních sítí chceme udržet i do budoucna. Tomu odpovídá růst investic. Celkem investice dosáhly 30 mld. Kč, což znamená meziročně 30procentní navýšení,“ dodal Beneš. Mezi hlavní investice skupiny aktuálně patří bezemisní zdroje, modernizace a posílení distribučních sítí a přípravy strategických energetických projektů.
Zdroj: ČEZ
Nyní ale ještě podrobněji k číslům hospodaření za první pololetí. Výroba elektřiny meziročně vzrostla o jedno procento na 26,1 TWh, a to především díky silnému druhému čtvrtletí, kdy vlivem situace na trzích vzrostla výroba v klasických elektrárnách. U výroby z jádra navíc došlo k menšímu poklesu, než se původně očekávalo, protože se podařilo zkrátit plánované odstávky v elektrárnách.
Distribuce elektřiny v distribučním území ČEZ Distribuce meziročně vzrostla o tři procenta na 17,8 TWh, klimaticky. Distribuce plynu na území skupiny GasNet byla vyšší dokonce o osm procent (36,8 TWh). Třemi procenty se projevilo chladnější počasí a zbývajících pět procent je důsledkem akvizice společnosti Gas Distribution, vysvětlil ČEZ v tiskové zprávě.
K založení nové dceřiné společnosti ČEZ Energy, kam se přesunou zákaznické segmenty skupiny, ČEZ uvedl, že aktuálně se připravuje oceňování jednotlivých dceřiných společností (znalecké posudky), analýzy pro rozhodnutí o finálním perimetru společností zahrnutých do ČEZ Energy a připravuje se optimalizace kapitálové struktury společností zákaznického segmentu.
„Převody firem zákaznických segmentů Skupiny ČEZ do ČEZ Energy proběhnou nejpozději do konce I. čtvrtletí 2027,“ uvedla společnost s tím, že představenstvo rozhodne, jaké společnosti zákaznického segmentu budou převedeny do ČEZ Energy a v jaké formě, rozsahu a s jakým načasováním k převodu dojde. Představenstvo taktéž rozhodne, v jakém rozsahu bude do ČEZ Energy převeden finanční dluh ze společnosti ČEZ, a. s.
Rocket Lab ve 2. čtvrtletí zvýšil tržby o 62 % na 234,1 milionu USD a backlog o 137 % na 2,36 miliardy USD, přesto akcie po výsledcích klesly až o 7 % v after-hours obchodování. Důvodem je slábnoucí jistota, že raketa Neutron stihne start do konce roku.
Rocket Lab NASDAQ:RKLB delivered record revenue and backlog in the second quarter, yet its shares fell after earnings as investors focused on execution.
Revenue rose 62% to $234.1 million, while backlog jumped 137% to $2.36 billion. The company guided for third-quarter revenue of $250 million to $265 million, above Wall Street expectations.
Shares nevertheless fell as much as 7% in extended trading after management said the window for launching Neutron before year-end was narrowing.
Demand remains one of the strongest parts of Rocket Lab’s story.
Chief executive Peter Beck said the company had already entered into more than $1 billion of new launch and space-systems contracts in the third quarter.
Rocket Lab also ended Q2 with more than 90 launches in backlog, including US Space Force work.
Neutron is attracting customers before its first flight. Rocket Lab announced on Monday that Kepler Communications had booked a dedicated Neutron mission for no earlier than 2028.
Citizens analyst Trevor Walsh had argued before earnings that supplier checks showed healthy demand across the launch industry.
TipRanks reported that Walsh viewed Neutron as approaching a “key inflection point” and said successful execution could “raise the floor valuation” of Rocket Lab by removing a major uncertainty.
Rocket Lab still expects to deliver Neutron to its launch pad in the fourth quarter, but the maiden flight timetable has become less certain.
Beck said the “window for an end-of-year launch is narrowing.” CFO Adam Spice said the company would “hopefully” launch within the same period.
For investors, that distinction matters. Neutron is central to Rocket Lab’s attempt to move beyond the smaller Electron vehicle and compete for larger commercial, civil and national-security missions.
Walsh’s earlier thesis highlights the stakes. A successful first flight and consistent launch cadence could materially reduce execution risk. By the same logic, every delay keeps that risk alive.
Rocket Lab is prioritising reliability over hitting a calendar date, but the stock market is less forgiving when a company’s valuation already assumes years of rapid expansion.
Neutron timing was not the only reason for caution.
Rocket Lab remains unprofitable, posting a Q2 net loss of $49.3 million, or 8 cents a share. Free cash flow was negative $110.1 million, while its operating loss reached $57.5 million.
Third-quarter revenue guidance was strong, but management forecast GAAP gross margins of 29% to 31%, below the 37.6% analysts expected. Rocket Lab said a greater mix of lower-margin satellite platforms would weigh on profitability.
Analysts called the quarter solid and highlighted the stronger revenue outlook, but concluded that investors were likely “hoping for more”.
Rocket Lab is growing quickly and its backlog shows customers want what it is building, but investors still need is proof that those contracts can become reliable launches, stronger margins and eventually sustainable cash generation.
ČEZ za 2. čtvrtletí zvýšil tržby na 74,8 mld. Kč a očištěný čistý zisk na 4,3 mld. Kč. Zároveň zvýšil letošní výhled EBITDA i očištěného čistého zisku.
Pozn.: Čistý zisk a zisk na akcii jsou očištěné o mimořádné nehotovostní vlivy
ČEZ zvýšil letošní výhled EBITDA, resp. očištěného čistého zisku z intervalu 107 – 112 mld. Kč, resp. 30 – 34 mld. Kč na 109 – 114 mld. Kč, resp. 31 – 35 mld. Kč.
Jan Raška, analytik, Fio banka, a.s.
Související odkazy ČEZ: odhady hospodaření za 2Q 2026 Pražská burza na začátku týdne posiluje, začíná výplata dividendy ČEZ ČEZ: BM Pekao zvyšuje cílovou cenu ze 676 Kč na 1 380 Kč při novém doporučení „Hold“ ČEZ: Trigon Dom Maklerski zvyšuje cílovou cenu na 1 308,9 Kč a potvrzuje doporučení „Hold“ ČEZ bude se státem a Rolls-Royce SMR rozvíjet lokality pro výstavbu malých modulárních reaktorů
GCT Semiconductor vykázala ve 2. čtvrtletí tržby ve výši 1 mil. USD, meziročně o 18 % méně, protože se posunuly harmonogramy zákaznických implementací. Čistá ztráta se prohloubila na 20,4 mil. USD.
GCT Semiconductor NYSE: GCTS reported second-quarter 2026 revenue of $1 million, down 18% from $1.2 million a year earlier, as the company continued its transition from 5G chipset development to commercialization. Management said customer deployment schedules shifted during the quarter, but it maintained that engagement and long-term demand for its technology remain intact.
Chief Executive Officer John Schlaefer said the company’s commercialization pipeline has broadened across three areas: terrestrial broadband, satellite and non-terrestrial connectivity, and industrial IoT and specialized networking applications. He said the company is seeking to reduce its dependence on any individual customer deployment by pursuing opportunities across multiple end markets.
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“The primary variable today is deployment timing rather than customer interest,” Schlaefer said, adding that customer production schedules may shift as certification activities are completed and deployment plans are finalized.
Chipset Shipments Rise Sequentially GCT shipped more than 5,100 5G chipsets during the second quarter, a sequential increase of about 71% from the first quarter. Schlaefer said the shipments went primarily to four customers across four applications: fixed wireless access, aviation, mobile hotspots and push-to-talk phones.
During the question-and-answer session, Schlaefer said customer program delays were meaningful enough that the company had expected “significantly higher revenue” in the quarter. He attributed the timing changes to customers’ corporate restructuring and refocusing efforts in some cases, as well as external factors affecting launch schedules in others. He said the affected programs remain active and viable, with expected activity later in the year.
For the second half of 2026, GCT expects chipset shipments to exceed first-half levels, both in the quantity of chips shipped and the number of customers receiving them. However, management declined to provide specific shipment forecasts through the first quarter of 2027, citing variability in customer ramp schedules.
Focus on Broadband and Satellite Opportunities Schlaefer said the company sees the largest near-term revenue potential in terrestrial broadband and satellite and non-terrestrial connectivity, where it has been working on fixed wireless access and satellite programs for some time. He said these segments have substantial activity that has not yet ramped.
IoT and specialized networking represent the broadest set of potential applications, according to Schlaefer, including industrial, positioning, aviation and defense-related uses. He noted that average selling prices in IoT could be lower than in the fixed wireless and satellite markets.
After the quarter ended, GCT signed a customer in the unmanned aerial vehicle market, with potential consumer and defense applications. Schlaefer said the company’s technology can support control and telemetry functions. The customer has not yet announced its product, and GCT did not disclose its name due to confidentiality provisions.
Management also said it expects to disclose the identity of a satellite communications provider once that partner provides approval. Schlaefer said that could occur in the fourth quarter or the first quarter, depending on the customer’s launch plans.
Loss Widens on Warrant Liability Revaluation Second-quarter cost of net revenues rose 49% to $1.2 million from $800,000 a year earlier, largely due to higher unit volumes. The company reported a negative gross margin for the period, which Chief Financial Officer Edmond Cheng said was not representative of management’s expectations for future profitability. Cheng said margins are expected to improve as 5G product sales become a more significant portion of revenue.
Research and development expense fell to $3.3 million from $3.5 million, reflecting completion of a 5G chip design project and lower professional-services and stock-based compensation costs, partly offset by higher payroll-related expenses. Sales and marketing expense was $1 million, compared with $1.1 million a year earlier. General and administrative expense declined to $2.8 million from $3.4 million, primarily due to a lower loss related to changes in the allowance for credit losses on accounts receivable. Net loss widened to $20.4 million from $13.5 million in the prior-year quarter. Cheng said the latest result included a $12.3 million loss from changes in the fair value of common-stock warrant liabilities, driven by increases in the company’s common stock price and the market price of its publicly traded warrants.
Beginning this quarter, GCT is introducing adjusted EBITDA as a supplemental metric. Adjusted EBITDA loss improved slightly to $6.6 million from $6.7 million a year earlier. Cheng said the metric is intended to provide a view of operating performance excluding significant non-cash fair-value adjustments tied to warrant liabilities.
Liquidity and Production Capacity GCT ended the quarter with $30.2 million in cash and cash equivalents, along with $1.1 million of net accounts receivable and $1.5 million of net inventory. The company said it has secured wafer-production capacity for the remainder of 2026 and through the first quarter of 2027 in anticipation of expected chip demand.
Schlaefer said the wafer commitments are important in a tight foundry environment, but added that the company believes its capacity is appropriately sized. Because the wafers can support multiple product SKUs, he said a delay in customer ramps would not create a perishable inventory issue and the company could slow future purchases if needed.
Cheng said second-quarter cash burn was elevated by roughly $7 million to $7.5 million because the company prepaid supply-chain costs through year-end. Looking ahead, he said GCT anticipates quarterly cash burn of approximately $9 million to $9.5 million amid tight supply conditions, compared with an estimated $8 million to $8.5 million per quarter absent those conditions.
The company also amended its at-the-market equity program during the quarter, increasing maximum aggregate gross proceeds available under the program to $120 million from $75 million. The total share registration capacity remains $200 million.
About GCT Semiconductor (NYSE:GCTS)GCT Semiconductor Holding, Inc, operates as a fabless semiconductor company, designs, develops, and markets integrated circuits for the wireless semiconductor industry. The company provides RF and modem chipsets based on 4G LTE technology, including 4G LTE, 4.5G LTE Advanced, and 4.75G LTE Advanced-Pro. It also develops and sells cellular IoT chipsets for low-speed mobile networks such as eMTC/NB-IOT/Sigfox, and other network protocols; and 5G solutions. Its products and solutions are used in smartphones, tablets, hotspots, CPEs, USB dongles, routers, and M2M applications.
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USA Rare Earth oznámila za 2. čtvrtletí výnosy asi 6 milionů USD a čistou ztrátu 10,3 milionu USD. Hlasování akcionářů o akvizici Serra Verde je naplánováno na 28. srpna.
3 Rare-Earth ETFs That Help Investors Balance Exposure and RiskUSA Rare Earth NASDAQ: USAR reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China.
The company reported a net loss attributable to common stockholders of $10.3 million, or $0.05 per share. The result included a non-cash fair-value adjustment of about $22.4 million related to warrant and earnout liabilities. Excluding that adjustment, adjusted net loss was $33.5 million, or $0.15 per share.
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USA Rare Earth Just Moved Closer to Commercial RealityChief Financial Officer Rob Steele said gross margins were affected by higher raw-material input costs amid supply constraints, particularly for heavy rare earths. The company is pursuing alternative supply sources ahead of expected feedstock access from Serra Verde and Carester. Steele said USA Rare Earth has already raised prices on its products and expects the impact to become visible in upcoming quarters.
Serra Verde vote and integrated supply-chain plans Chief Executive Officer Barbara Humpton said the company is seeking to establish an integrated rare-earth platform spanning mining, processing, metal and alloy production, and magnet manufacturing. She cited Chinese export restrictions and rising Western prices for certain heavy rare earths as evidence of the need for supply chains outside China.
Critical Metals: Sizing Up This Tiny Rare-Earth Stock Making Big MovesDuring the quarter, USA Rare Earth announced its intended acquisition of Serra Verde, invested in rare-earth processor Carester, and selected Blacksburg, South Carolina, for a second U.S. metals and magnet facility. The company also signed definitive documentation with the Department of Commerce for a milestone-based capital-expenditure reimbursement program.
The Serra Verde transaction’s shareholder vote is scheduled for Aug. 28, which Steele said was the final remaining closing condition. He said there are no remaining regulatory hurdles and that the acquisition is expected to close shortly following the vote.
Serra Verde is targeting run-rate capacity of 6,400 metric tons of total rare earth oxides by the end of 2027, Steele said. Humpton said the operation’s optimization and growth project was being recommissioned and was developing toward a commercial-production restart and ramp-up on time and within budget.
USA Rare Earth ended the quarter with approximately $1.5 billion in cash and cash equivalents and recorded $66 million in capital expenditures. Steele said the company expects to seek its first Commerce Department reimbursement distribution in the coming months.
Round Top and processing developments At the company’s Round Top project, USA Rare Earth began a resource-upgrade drilling campaign involving more than 10,000 feet of core across three rigs. Early assay results were in line with expectations for resource grade and confirmed heavy rare-earth distribution above 70%, according to Steele.
The company remains on schedule to complete its definitive feasibility study by year-end and publish an S-K 1300 technical report in early 2027. Round Top is targeted to begin commercial operations in late 2028.
At its Wheat Ridge, Colorado, research and development headquarters, USA Rare Earth commissioned a hydrometallurgical facility during June. The site is operating three demonstration circuits: the Round Top flowsheet, third-party mixed rare-earth carbonate separation, and magnet-swarf recycling. The data will support the Round Top feasibility study as well as engineering for a consolidated separation plant.
Humpton said the company produced its first commercial-grade dysprosium and NdPr oxide samples from recycled magnet-manufacturing swarf in July. During the analyst question-and-answer session, Steele said swarf could represent 20% to 30% of finished magnet production and potentially account for a similar share of future raw-material supply if recycled into oxides, metals and magnets.
Magnet production and customer pipeline USA Rare Earth said its Stillwater magnet operation had grown to 140 employees and is targeting 200 employees by year-end. The company expects to have 600 metric tons of annual run-rate magnet capacity at Stillwater by year-end, followed by an additional 600 metric tons in the first quarter of the following year.
Steele said Stillwater is expected ultimately to reach 3,600 metric tons of magnet-making capacity and 5,000 metric tons of metal-making capacity. The later-stage Blacksburg facility is expected to begin operating in early 2028, with its building shell due for completion at the end of 2027. Blacksburg is planned to have 5,000 metric tons of metal-making capacity and 6,400 metric tons of magnet-making capacity.
Across its magnet business, the company is in active commercial discussions with more than 100 potential customers, including more than 20 in qualification discussions. It has secured memorandums of understanding and letters of intent representing 2,500 metric tons of annual demand from large multinational customers in aerospace and defense, industrial automation, industrial motors and automotive markets.
Steele said the company has also received production purchase orders, prototype orders for finished parts and orders for semi-finished magnet blocks. Qualification timelines vary by customer, application and product requirements, but the company expects its first magnet sales by year-end. The company did not quantify the purchase orders that have resulted from prior memorandums of understanding.
Leadership transition Humpton said the call would be her final quarterly earnings call as chief executive. Thras Moraitis is scheduled to take over as CEO on Oct. 1. Humpton said she intends to remain focused on the business through the transition.
About USA Rare Earth (NASDAQ:USAR)USA Rare Earth NASDAQ: USAR is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in the United States. Its flagship asset is the Round Top deposit in West Texas, a large, polymetallic concentration of light and heavy rare earth elements, lithium and other co-products. The company seeks to move this asset through resource delineation, pilot-scale processing and eventual commercial production to address growing domestic demand for secure REE supply chains.
In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.
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ACV Auctions ve 2. čtvrtletí zvýšila tržby na 214 mil. USD, meziročně o 10 %, a upravená EBITDA dosáhla rekordních 21 mil. USD. Firma zároveň potvrdila celoroční výhled.
ACV Auctions NYSE: ACVA reported second-quarter 2026 revenue of $214 million, up 10% from a year earlier, as the digital automotive marketplace said it continued to gain share despite a weaker dealer wholesale market. Adjusted EBITDA reached a record $21 million, exceeding the high end of the company’s guidance range, while non-GAAP net income was $10 million.
Chief Executive Officer George Chamoun said the company’s results reflected execution in a “challenging market environment,” citing dealer wholesale volumes that contracted about 6% year over year during the quarter. ACV sold 211,000 vehicles in the period and said it expanded its dealer partner network to a new record.
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“We delivered record revenue with adjusted EBITDA exceeding the high end of guidance,” Chamoun said, pointing to field-capacity investments, growing use of its no-reserve offering, and performance from transportation, financing and dealer software products.
Marketplace growth amid conversion pressure ACV said auction and assurance revenue, which represented 55% of total revenue, rose 6% year over year to reflect approximately flat unit growth. Auction and assurance revenue per unit, or ARPU, increased 6% to $554.
The company said a gap between seller expectations and buyer pricing contributed to lower conversion rates in June and July. Tim Fox, who was named ACV’s new chief financial officer during the call, said conversion-rate compression reduced unit growth by roughly 600 basis points. He added that the company had forecast listings accurately and reported record seller and buyer activity, but saw conversion rates decline by roughly 300 to 350 basis points during the quarter.
Chamoun attributed the issue to declining used-car values, which he said left some sellers seeking prices above what buyers were willing to pay. Management described the effect as temporary and said it expects the market to become more supportive in the second half. Fox noted that third-party data showed dealer wholesale volume fell 6% in June and 8% in July.
ACV is increasing field capacity, including territory managers, vehicle condition inspectors and sales executives focused on opening new dealer rooftops. Chamoun said the company expects to have at least 15% to 20% more salespeople in the field by year-end, alongside additional inspectors.
Fox said five emerging regions where ACV made substantial go-to-market investments generated mid-teens unit growth in the second quarter, including one region that grew in the 30% range. The company expects the hiring investments to contribute more significantly in the third and fourth quarters and into 2027.
Transportation, capital and no-reserve offerings support revenue Marketplace services revenue accounted for 41% of total revenue and grew 17% year over year, driven by ACV Transportation and ACV Capital. The transportation business delivered 125,000 transports during the quarter, with revenue increasing 19%.
Chamoun said ACV used artificial intelligence to optimize transport pricing and maintain margins even as diesel prices increased. The company said transportation revenue margin and attachment rate remained in line with its midterm target, while off-platform transportation services continued to gain dealer adoption.
ACV Capital’s attachment rate reached a record in the high teens, according to management. The company cited an expanded go-to-market strategy, new product offerings and risk-management process improvements as contributors to the financing business’s performance.
ACV also said its guaranteed no-reserve auctions were its fastest-growing marketplace channel. The offering guarantees sellers an outcome, while providing buyers no-reserve auctions. No-reserve transactions represented the mid-20% range of units sold during the quarter, and Chamoun said the company sees the mix reaching roughly 30% of total units over the longer term.
The higher mix of no-reserve sales increased non-GAAP cost of revenue as a percentage of revenue by about 300 basis points from a year earlier. However, ACV said the sales generate stronger marketplace liquidity and are accretive to adjusted EBITDA. Adjusted EBITDA per unit rose 11% year over year to a record level, with the company’s most profitable region delivering more than $300 per unit.
VIPER launches commercially as commercial strategy advances ACV formally launched commercial availability for VIPER, its AI-enabled solution designed to help dealers acquire consumer vehicles through service lanes, assess vehicles and identify service upsell opportunities. Chamoun said ACV was engaged with more than half of the nation’s top 50 dealer groups through significant discussions, orders or expected orders.
The company expects to build more than 100 VIPER units in 2026 and said its 2027 goal is at least 500 units, though Chamoun emphasized that next year’s plan has not been finalized and demand could support a higher figure. Dealer groups have ordered varying quantities, including some with seven units and others with 20 units, he said.
VIPER’s business model includes a subscription fee and wholesale-volume commitments. Dealers can reduce their subscription cost by committing more wholesale volume to ACV, according to Chamoun.
ACV also discussed its commercial wholesale initiative, which targets upstream and downstream vehicle remarketing. The company recently began remarketing vehicles from a top-five fleet consignor and said it was nearing an agreement with a second large-scale consignor. ACV is also integrating with a captive finance off-lease company and adding another top-four rental-car consignor to its marketplace.
Management said the commercial software platform is now operational and that commercial volumes are expected to contribute more meaningfully in the second half, particularly the fourth quarter. ACV also plans to open its second Greenfield remarketing center in Chicago within 30 days, following an earlier opening in Houston.
Guidance reaffirmed; CFO transition announced ACV reaffirmed its full-year outlook despite macroeconomic uncertainty. The company expects 2026 revenue of $845 million to $855 million, representing growth of 11% to 13%, and adjusted EBITDA of $73 million to $77 million, or approximately 27% growth year over year.
Third-quarter revenue guidance: $219 million to $225 million, up 10% to 13% year over year. Third-quarter adjusted EBITDA guidance: $21 million to $24 million, representing a 10% to 11% margin. Expected 2026 non-GAAP operating expense growth, excluding cost of revenue: approximately 6%. Expected 2026 go-to-market investment: approximately $10 million. The company ended the quarter with $242 million in cash and cash equivalents and $205 million in debt. Its cash balance included $175 million of marketplace float and reflected a $50 million accelerated share repurchase program announced in the prior quarter. ACV said it expects positive operating cash flow in the second half.
Chamoun also announced that Chief Financial Officer Bill Zerella is departing, with Fox, formerly ACV’s vice president of investor relations, succeeding him as CFO. Chamoun credited Zerella with helping guide ACV through its initial public offering and scale the business, while saying Fox’s experience with the company’s strategy, operations and financial planning positioned him to lead the next phase.
About ACV Auctions (NYSE:ACVA)ACV Auctions operates a digital marketplace designed to streamline the wholesale used-vehicle auction process for independent dealerships and larger automotive groups. The platform enables dealers to participate in live, online auctions, submit real-time bids, and access guaranteed-sale programs that reduce the risk of inventory moving. By replicating the dynamics of in-lane bidding in a virtual environment, ACV Auctions connects sellers and buyers across a broad geographic footprint without the need for physical auction attendance.
In addition to its core marketplace, ACV Auctions offers a suite of software tools and data-driven services aimed at improving transparency and decision-making in the remarketing process.
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Matthew Rabinowitz z Natera prodal 731 akcií za 267,99 USD za kus, ale šlo o automatický prodej kvůli daňovým odvodům z vestingu RSU. Po transakci stále drží zhruba 2,3 milionu akcií přímo a 4 000 nepřímo.
Matthew Rabinowitz, the executive chairman of Natera, Inc. (NTRA -1.16%), sold 731 shares of common stock at $267.99 per share on August 3, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (directly held)731Transaction value$195,901Post-transaction shares (directly held)2,275,394Post-transaction shares (indirectly held)4,000Post-transaction value$616.26 millionTransaction value based on SEC Form 4 weighted average sale price ($267.99); post-transaction value based on the August 3 market close ($270.36).
Key questionsWhat was the motivation for this disposition?
The sale was non-discretionary and performed specifically to satisfy tax withholding and remittance obligations triggered by the vesting of restricted stock units. This arrangement was established under a Rule 10b5-1(c) plan dated January 31, 2025, and does not reflect a discretionary change in the executive's investment thesis.How significant is the remaining equity position?
Matthew Rabinowitz continues to hold a substantial interest in the company, with roughly 2.3 million shares held directly and an additional 4,000 shares held indirectly through a spouse. This total beneficial ownership is valued at approximately $616.26 million as of the August 3 market close.What is the recent performance context for the stock?
As of the August 3 transaction date, Natera had delivered a one-year total return of roughly 100%. The stock was priced at $275.19 as of the August 4 market close, representing a market capitalization of $39.4 billion.Company OverviewMetricValueShare Price (as of market close 2026-08-04)$275.19Market Capitalization$39.4 billionRevenue (TTM)$2.7 billionNet Income (TTM)-$192.3 millionCompany SnapshotNatera develops and commercializes a comprehensive portfolio of molecular diagnostic testing services, including Panorama (non-invasive prenatal testing), Vistara (single-gene disorder screening), and Horizon (carrier screening), generating revenue through direct laboratory testing services and licensing arrangements.The company operates a laboratory services business model, processing patient samples and delivering diagnostic results to healthcare providers and patients, with revenue derived from test volumes, per-test pricing, and reimbursement from insurance carriers and government programs.Natera serves obstetricians, gynecologists, reproductive endocrinologists, and genetic counselors as primary customers, while targeting expectant parents and individuals seeking genetic risk assessment across prenatal, carrier, and hereditary cancer screening markets.Natera is a leading molecular diagnostics company with a market capitalization of $39.4 billion and TTM revenue of $2.7 billion, positioning it among the largest players in the genetic testing sector. The company has achieved substantial scale and maintains a diversified test portfolio addressing multiple clinical indications across reproductive health and hereditary disease screening. Despite current net losses, Natera's strong revenue growth trajectory and commanding market position reflect investor confidence in the expanding demand for non-invasive genetic testing solutions.
What this transaction means for investorsSet against what he owns, this sale rounds to nothing. Rabinowitz sold 731 shares while holding roughly $616 million of Natera stock, so the fraction that left to cover a tax bill is a rounding error on a co-founder's fortune — which is a billionaire-level fortune in this case, according to Forbes. The shares vested and were withheld automatically under a plan set in early 2025, which is about as far from a discretionary call as an insider filing gets. He sold on August 3, days before the company reported, so the timing predates the news that moved the stock.
That report was a strong one. Natera grew second-quarter revenue about 38% to $753 million, beat expectations handily, and raised its full-year outlook, driven by its Signatera cancer test, whose clinical volume climbed 56%. Gross margin reached about 65%, up on better pricing and efficiency. So what’s the verdict for long-term investors? A co-founder parting with a few hundred shares to satisfy taxes, days before a quarter like that, really tells you nothing except that the calendar and the tax code did their usual work. More importantly, the firm is firing on all cylinders, and momentum is on its side.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Natera. The Motley Fool has a disclosure policy.
Šéf klinické diagnostiky Natera Solomon Moshkevich prodal 3 410 akcií za 906 000 USD v rámci plánu 10b5-1 kvůli daním. Po transakci drží asi 129 000 akcií.
Solomon Moshkevich, president of clinical diagnostics at Natera, Inc. (NTRA -1.16%), sold 3,410 shares of common stock on August 3, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$906,000Shares sold3,410Post-transaction shares (directly held)129,000Post-transaction value$34.88 millionTransaction value based on SEC Form 4 weighted average sale price ($265.58); post-transaction value based on the August 3 market close ($270.36).
Key questionsWhat was the primary driver of this transaction?
The disposition was non-discretionary, executed to cover tax withholding obligations related to the vesting of restricted stock units, and does not reflect the insider's view on the stock. The sale was conducted under a Rule 10b5-1 trading plan adopted on November 26, 2024, in accordance with written instructions dated January 31, 2025.How much equity does the insider retain in the company?
Following the sale, Solomon Moshkevich retains a direct interest of about 129,000 shares, representing a 0.09% ownership stake. This remaining position is valued at $34.88 million as of the August 3 market close.What is the recent market context for the stock?
Natera has seen an over 100%% one-year return as of the August 3 transaction date. As of the August 4 market close, shares were priced at $275.19. Company OverviewMetricValueShare Price (as of market close 2026-08-04)$275.19Market Capitalization$39.4 billionRevenue (TTM)$2.7 billionNet Income (TTM)-$192.3 millionCompany SnapshotNatera develops and commercializes a comprehensive portfolio of molecular diagnostic testing services, including Panorama (non-invasive prenatal testing), Vistara (single-gene disorder screening), and Horizon (carrier screening), generating revenue through direct laboratory testing services and licensing arrangements.The company operates a laboratory services business model, processing patient samples and delivering diagnostic results to healthcare providers and patients, with revenue derived from test volumes, pricing per test, and reimbursement from insurance carriers and government programs.Natera serves obstetricians, gynecologists, reproductive endocrinologists, and genetic counselors as primary customers, while targeting expectant parents and individuals seeking genetic risk assessment across prenatal, carrier, and hereditary cancer screening markets.Natera is a leading molecular diagnostics company with a market capitalization of $39.4 billion and TTM revenue of $2.7 billion, positioning it among the largest players in the genetic testing sector. The company has achieved substantial scale with a diversified test portfolio addressing multiple clinical indications across reproductive health and hereditary disease screening. Despite current net losses, Natera's strong revenue growth trajectory and commanding market position reflect investor confidence in the expanding demand for non-invasive genetic testing solutions.
What this transaction means for investorsMoshkevich runs the part of the company that actually powered the quarter, since clinical diagnostics is home to Signatera, the cancer test behind Natera's surge, and that makes his filing more interesting than many other others who filed reports this past week even though the sale itself is pure mechanics, essentially tax withheld on vesting shares under a plan set well in advance. He sold before earnings and kept a stake worth about $35 million, so nothing here signals doubt.
Meanwhile, the business delivered the quarter's standout numbers. Natera's molecular residual disease testing, the Signatera franchise, grew volume about 56% to 283,000 units, helping lift second-quarter revenue roughly 38% to $753 million and prompting a $100 million guidance raise. Signatera also picked up fresh regulatory wins in the period, including U.S. companion-diagnostic approval in bladder cancer to deepen its foothold in oncology. With shares more than doubling this past year and nearing records, the market is pricing in continued execution, which amounts to greater risk, but the firm certainly has momentum on its side.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Natera. The Motley Fool has a disclosure policy.
Remitly Global rozšiřuje růst mimo remitence: cílí na vyšší převody, malé firmy, příjemce plateb a kartu Remitly Global Card. Nové iniciativy mají letos tvořit asi 5 % tržeb.
Old Money, New Tech: Western Union's Crypto RebootRemitly Global NASDAQ: RELY executives said the company is focused on expanding market share in its core remittance business while building new revenue streams around higher-value transfers, small businesses, recipients and its global card offering.
Speaking during an investor discussion, Chief Executive Officer Sebastian Gunningham said the company’s core priorities remain consistent: competitive pricing, fast money movement across its network and customer service. He said Remitly is continuing to sharpen prices across roughly 5,000 corridors, add licenses, expand its network and use artificial intelligence to improve customer support and internal operations.
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3 Stocks Well Below 52-Week Highs With Strong Growth Projections“There will not be a customer in the next 100 years who wants to pay more money for transferring money across the world,” Gunningham said. “There will not be a customer who will tell you, ‘Please move my money slower.’”
Diversification Targets and Global Card Remitly’s primary business has centered on lower-value international transfers, generally in the $200 to $300 range. Gunningham said the company now serves about 10 million customers in that segment, but is pursuing additional customer categories using its existing infrastructure.
One opportunity is high-value senders, including people transferring money for personal investments or to themselves internationally. Chief Financial Officer Vikas Mehta said the company has enabled larger transactions through product and partner changes, including multiple transfers of $300,000 and one customer transaction exceeding $1 million during the most recent quarter.
Remitly is also targeting small businesses and freelancers that use its network to make cross-border payments. Gunningham said the initial focus is on the smaller end of the small- and medium-sized business market, including freelancers and companies paying workers abroad. The business product requires additional capabilities, such as business verification processes, the ability to pay multiple recipients and integrations with accounting and enterprise resource planning systems, he said.
A third growth area is recipients of remittances. Gunningham said that while 10 million senders move approximately $100 billion annually to an estimated 30 million to 40 million recipients, the company historically had not built products for those receivers. Remitly has launched an app in 170 countries and is generating early revenue from receiver-focused offerings, he said.
The company has also consolidated several initiatives, including its Remitly Flex send-now, pay-later product, under the Remitly Global Card. Gunningham said the card is intended for customers who live, travel or maintain family relationships across borders. Features include card-to-card transfers, short-term liquidity, loyalty benefits, no foreign transaction fees and the ability to deposit salary.
Mehta said Remitly expects its newer growth initiatives to represent approximately 5% of revenue this year and more than 10% of revenue by 2028. These products could also diversify the company’s income sources through membership revenue, interchange and float-related interest income, he said.
AI, Organization Changes and Investment Gunningham said AI is affecting Remitly in three areas: costs, customer experience and revenue growth from faster product development. He cited the rollout of the Remitly Global Card in roughly 60 days with a small team as an example of how AI-supported development can accelerate launches.
He also said the company has flattened its organizational structure and is pushing teams to become smaller and faster-moving. Gunningham expects AI to contribute to smaller teams and a convergence of traditional roles such as product management, design and software engineering.
Mehta said the company had a strong first half of 2026 and is preparing to increase investment during the second half, including marketing spending. He said Remitly plans to continue its “Skip the Line” campaign, which management said was successful in the first half.
On transaction losses, Mehta said the company expects the next two quarters to run at around 11 basis points, within its previously stated average range of 9 to 13 basis points. He said Remitly remains cautious because entering new geographies and payment types can create new fraud risks.
Core Remittance Market and Regional Trends Gunningham said Remitly’s 5,000-corridor network represents about half of the potential global coverage opportunity. He identified network expansion, customer acquisition, repeat use and price competitiveness as the main growth levers in the core business.
Management said Remitly holds roughly 10% to 15% share in certain established markets, including major corridors such as the U.S. to Mexico, U.S. to the Philippines, U.S. to India and the U.K. to India. Gunningham said that share demonstrates the company’s position but also leaves substantial room for expansion.
Mehta said Canada experienced macroeconomic headwinds and more constrained immigration policies, though Remitly continues to pursue share gains in that market. He said slower growth in the company’s “rest of world” category was tied to more difficult year-over-year comparisons in African corridors.
Gunningham highlighted the United Arab Emirates as a significant market, citing approximately $50 billion in annual remittances, a population that is 90% migrant and a digital share of outbound transfers of about 50%. A new license in the UAE will enable additional products, including the Remitly Global Card, he said.
Stablecoins and Capital Allocation Management said Remitly is evaluating stablecoins for treasury settlements, faster movement of funds in certain corridors and consumer products in markets where customers seek to hold U.S. dollar-denominated value. Gunningham said the company has introduced card-related stablecoin offerings in Argentina and Pakistan, though consumer adoption remains small.
He said Remitly joined the OpenUSD initiative because it could support trust, adoption and shared economics among payment companies. The company has not yet launched a specific OpenUSD product.
On capital allocation, Gunningham said Remitly intends to continue balancing share repurchases with internal investment. He said the company has no current plans for mergers and acquisitions, adding that its organic product roadmap remains extensive.
About Remitly Global (NASDAQ:RELY)Remitly Global, Inc operates as a digital financial services company specializing in cross-border money transfers. Through its proprietary online platform and mobile applications, the company enables immigrants, expatriates and international workers to send remittances swiftly and securely to their families abroad. By focusing on fast deliverability and transparent pricing, Remitly seeks to streamline a process traditionally dominated by cash-based methods and legacy money transfer operators.
Founded in 2011 by Matt Oppenheimer and headquartered in Seattle, Washington, Remitly has grown from a startup into a publicly traded corporation listed on NASDAQ under the ticker RELY.
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JTO za posledních pár dní vzrostlo zhruba o 11 %, tažené růstem TVL o více než 44,12 milionu USD na 768,78 milionu USD. Spotové prodeje ale už tři dny po sobě mohou rally brzdit.
Jito Finance [JTO] has quietly ranked among the market’s bullish tokens, holding its strength against the odds stacked up against most altcoins.
The asset surged roughly 11% over the past few days as sentiment shed some of its bearish pressure, extending a run that has delivered 131% across the past 90 days. This fresh surge, however, warrants a closer look in the short term, particularly on whether it can hold.
On-chain capital powers Jito’s recent surge Investor capital flowing into the protocol ranks among the factors driving Jito’s recent performance.
The Total Value Locked (TVL) climbed sharply over the past three days, rising by more than $44.12 million to reach $768.78 million at the time of writing.
A rising TVL often signals investors holding a long-term outlook on price, while also expecting to earn the yield attached to the locked capital.
Source: DeFiLlama The protocol’s own output points to another reason behind the token’s recent strength. Earnings data, which tracks gross profit excluding incentives, shows Jito has already booked roughly a third of its entire Q2 earnings just two months into Q3.
Total earnings have reached $489,140 at the time of writing, set against the $1.48 million booked through Q2, a solid mark for the protocol. Should Jito keep building on this, it would lend meaningful support to the token’s price and help the asset sustain the tempo of its rally.
Perpetual flows stay positive The perpetual market points to growing bullish appetite, with investors leaning long at a steady pace.
Capital tracked across the past 5 days, 3 days, and 24 hours shows inflows outpacing outflows, coming in at $109,920, $1.90 million, and $1.05 million.
These inflows tend to support price when the funding rate climbs alongside them. CoinGlass data showed the funding rate holding a moderately bullish position.
Source: CoinGlass The Funding Rate hit 0.0062% at the time of this report, while perpetual capital stood at roughly $41.08 million, pointing to more long positions than short ones.
Capital concentrating in favor of longs alongside a moderate inflow into the perpetual market often suggests the market has not overheated and price could hold up.
Jito’s Spot selling remains the caveat A sustained price rally typically needs simultaneous inflows into both the perpetual market and the spot market. Spot market data shows heavier selling as investors decline to hold the asset and take advantage of the rally to exit.
Source: CoinGlass The past day logged a netflow of $89,400, with the selling trend running for three consecutive days.
Spot selling without matching demand from perpetual traders would eventually weigh on price in the near term, causing a decline.
Final Summary Jito’s rising TVL and strong Q3 earnings pace point to on-chain momentum behind JTO’s 11% surge, backed by positive perpetual inflows and a moderately bullish Funding Rate. Three straight days of Spot outflows signal that traders are selling into the rally, a demand gap that could weigh on JTO’s price if it persists.
AST SpaceMobile vykázala ve 2. čtvrtletí ztrátu 0,44 USD na akcii, horší než odhad 0,28 USD, a tržby 31,52 milionu USD zaostaly za očekáváním o 7,65 %.
AST SpaceMobile, Inc. (ASTS - Free Report) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to a loss of $0.41 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -57.14%. A quarter ago, it was expected that this company would post a loss of $0.23 per share when it actually produced a loss of $0.66, delivering a surprise of -186.96%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
AST SpaceMobile, which belongs to the Zacks Wireless Equipment industry, posted revenues of $31.52 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 7.65%. This compares to year-ago revenues of $1.16 million. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
AST SpaceMobile shares have lost about 1% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for AST SpaceMobile?While AST SpaceMobile has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for AST SpaceMobile was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.25 on $50.54 million in revenues for the coming quarter and -$1.38 on $163.68 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Wireless Equipment is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Aviat Networks, Inc. (AVNW - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of -39.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Aviat Networks, Inc.'s revenues are expected to be $109.58 million, down 5% from the year-ago quarter.
PennantPark (PFLT - Free Report) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -3.70%. A quarter ago, it was expected that this investment company would post earnings of $0.28 per share when it actually produced earnings of $0.27, delivering a surprise of -3.57%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
PennantPark, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $66.09 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 2.1%. This compares to year-ago revenues of $63.5 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
PennantPark shares have lost about 18.9% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for PennantPark?While PennantPark has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for PennantPark was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.28 on $68.87 million in revenues for the coming quarter and $1.08 on $272.42 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 25% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Sound Point Meridian Capital, Inc. (SPMC - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of -43.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Sound Point Meridian Capital, Inc.'s revenues are expected to be $14.08 million, down 26.7% from the year-ago quarter.
Ondo Finance nyní tvoří 3,61 mld. USD z trhu tokenizovaných RWA v objemu 38,14 mld. USD, tedy necelých 10 % on-chain hodnoty bez stablecoinů. Počet držitelů za měsíc vzrostl o 20,7 % na 203 590 peněženek.
@Ondo Finance has cemented its position as one of the largest players in the tokenized real-world asset space, now accounting for $3.61B of the $38.14B total market tracked by @RWA_xyz. That puts the protocol at just under 10% of all distributed on-chain value excluding stablecoins, a notable concentration for a single issuer in a market that has grown explosively over the past 18 months.
Holder Growth and Asset Breadth The platform's holder count climbed 20.7% over the past month, reaching 203,590 wallets across 441 assets. The pace of adoption points to broadening retail and institutional interest in on-chain exposure to traditional financial instruments. Ondo holds more than 70% market share in tokenized equities, a segment that barely existed 12 months ago. Ondo Global Markets crossed $1B in TVL on May 11, 2026, becoming the first tokenized equities platform in history to reach that milestone, doing so in under eight months from launch.
Its treasury fund, deployed on Ethereum at address 0x1b19c19393e2d034d8ff31ff34c81252fcbbee92, remains its single largest product at $449M. Tokenized stocks, including shares tracking Circle, NVIDIA, and Tesla, round out its top-performing assets.
A Market Still Expanding Fast The broader context underscores just how quickly this sector has scaled. Real-world asset tokenization reached $31B on public blockchains as of July 2026, according to rwa.xyz, up more than 400% since early 2025, held across 167 platforms by nearly 960,000 holders. The figure tracked by @RWA_xyz in the original data, $38.14B, reflects continued growth into August.
Ondo's edge lies in its compliance-first design: the protocol uses offshore SPVs, regulated broker-dealers, and legal wrappers to bring traditional assets on-chain without sidestepping securities law. In July 2026, Ondo's SEC-registered broker-dealer Oasis Pro Markets secured FINRA authorization covering National Market System stocks, ETFs, mutual funds, and IPO securities, opening a compliant path to offer tokenized equities and funds to US investors under SEC and FINRA oversight.
With $ONDO's underlying asset base continuing to grow and its regulatory footing strengthening, the protocol appears well-positioned to defend, and potentially expand, its share of a market that analysts at Boston Consulting Group have projected could reach $16 trillion by 2030.
Sources:
RWA.xyz: Analytics on Tokenized Real-World Assets
NeverHodl: Ondo Finance 2026 Analysis
Finextra: Tokenized Real-World Assets, Reading the 2026 Numbers
LayerZero za posledních 30 dní zpracovala objem bridge transakcí ve výši 6,195 miliardy USD, ale udržela jen 131 592 USD výnosů a 121 095 USD na poplatcích. Síť si bere 0 % z poplatků za messaging, takže většina poplatků míří k DVNs a Executorům.
@LayerZero_Core processed $6.195 billion in bridge volume over the past 30 days, according to @DefiLlama, yet the protocol retained just $131,592 in revenue and generated $121,095 in fees during that period. The numbers highlight a structural feature that is central to LayerZero's design: the protocol takes a 0% cut of its own messaging fees.
How the Revenue Model Works Rather than charging users directly for cross-chain messages, LayerZero takes a 0% protocol take rate on messaging fees, with protocol revenue instead funded by $ZRO buybacks sourced from the Stargate ecosystem allocation. Approximately 100% of messaging fees flow to DVNs and Executors, the external node operators that secure and deliver cross-chain messages.
Revenue generated by @StargateFinance, specifically fees collected from cross-chain swaps and transfers, is used to purchase $ZRO on the open market. For the first six months after Stargate's acquisition, revenue was split 50/50 between $ZRO buybacks and veSTG holders. That split ended in March, and starting April 2026, 100% of Stargate revenue goes to buying $ZRO.
Revenue Is Declining Quarter on Quarter Despite the volume figures, revenue generation has compressed sharply. Quarterly revenue has fallen from $1.14M in Q1 to $172.8K so far in Q3, a decline that reflects both softer market conditions and the protocol's deliberate choice to keep its fee take at zero.
LayerZero is currently in a state of having a large amount of traffic but no direct charges, a trade-off that has drawn scrutiny from analysts. The current monthly buyback of approximately 150,000 $ZRO tokens remains relatively small compared to monthly token unlock pressure, meaning a true valuation reassessment may need to wait for larger-scale revenue generated after a potential protocol-layer fee switch.
The broader context is that LayerZero acquired @StargateFinance for roughly $110 million in August 2025. LayerZero redirected Stargate DAO's revenue streams, previously allocated to STG stakers, toward $ZRO buybacks. The goal, as stated by the protocol, is to connect Stargate's fee income directly to $ZRO holder value over time. Whether the current revenue trajectory is sufficient to support that thesis remains an open question.
Sources:
LayerZero TVL, Fees and Revenue, DefiLlama
Understanding ZRO Buybacks, LayerZero
The ZRO Token, LayerZero
xStocks Goes Live on Hyperliquid's Core Exchange Layer@xStocksFi has launched on @HyperliquidX's core exchange layer, starting with five tokenized equities and ETFs. The initial assets are already leading open interest across Hyperliquid's stock perpetuals, with the project indicating that more assets are planned.
The tokens provide economic exposure to the underlying equities rather than direct ownership, a structure common across the tokenized-equity sector. The instruments are designed to provide price exposure only, not direct ownership of shares, and are not available to US persons.
Companies like Backed Finance (xStocks) and Ondo Finance create tokenized stocks backed 1:1 by real shares held in regulated custody. KYC is required at the issuer level for primary mints but not for secondary trading, which is why Backed cannot serve US persons.
A Crowded But Growing Venue for Tokenized StocksxStocks is not the first tokenized-equity provider to arrive on Hyperliquid. Ondo tokenized stocks can be transferred from BNB Chain and Ethereum to Hyperliquid's HyperEVM via the Ondo Bridge, powered by LayerZero, bringing tokenized stocks and ETFs such as SPYon, NVDAon, and TSLAon to the platform. Holders of Ondo tokenized stocks and ETFs can pair long tokenized spot exposure with perpetual positions on applicable markets, unlocking strategies such as basis trades, funding arbitrage, and delta-neutral positioning. Dinari's dShares have also been available on Hyperliquid.
The xStocks launch adds another distribution point for a product that has scaled quickly since it first appeared on Solana and centralised exchanges. The platform has recorded more than $3.5 billion in on-chain activity from over 80,000 unique on-chain holders. xStocks hold 8 of the top 11 positions for tokenized equities by unique holders, accounting for 68% of the top 25 tokenized stocks by unique holders as of February 2026.
The broader tokenized-equity market has expanded rapidly in parallel. CoinGecko's RWA Report 2026 shows total RWA perps volume reached $524.8 billion in Q1 2026 alone, more than the $313.0 billion recorded for all of 2025. Platforms including Hyperliquid, via HIP-3, and Binance offer up to 20x leverage on these instruments.
The Hyperliquid listing extends xStocks' multi-venue strategy. Leading crypto platforms including Bybit, Gate.io, and others have already integrated xStocks, bringing tokenized US equities to retail investors, professional traders, and institutional clients worldwide.
Sources:
Markets Media: Ondo Brings Tokenized Stocks to Hyperliquid
Kraken Blog: xStocks Surpass $25 Billion in Total Transaction Volume
CoinGecko: What Are Tokenized Stocks
Hyperliquid nově podporuje tokenizované americké akcie přes Chainlink CCIP a na spotu přidává alespoň 10 xStocks. Mezi registrovanými tickery jsou i AAPLx a NVDAx.
Hyperliquid, the Layer 1 blockchain that has quietly built one of the most active decentralized exchanges in crypto, now supports tokenized US equities through an integration with Chainlink’s Cross-Chain Interoperability Protocol (CCIP). The move brings xStocks, which are 1:1 backed tokenized versions of US stocks and ETFs, onto Hyperliquid’s spot trading infrastructure.
How the plumbing works Chainlink’s CCIP serves as the connective tissue between Hyperliquid and the broader multi-chain ecosystem. The protocol handles cross-chain token transfers through a burn-and-mint mechanism, meaning tokens aren’t just copied across chains. They’re destroyed on one side and recreated on the other, keeping supply in check.
Hyperliquid runs two layers: HyperCore, a custom-built order-book engine, and HyperEVM, an Ethereum Virtual Machine compatible environment. CCIP bridges the gap between HyperCore’s native tokens and ERC-20 tokens on HyperEVM, allowing assets from other chains to plug into Hyperliquid’s trading system.
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The cross-chain infrastructure also leverages xBridge, which initially focused on Ethereum-to-Solana transfers before expanding to support Hyperliquid. Together, CCIP and xBridge create a pipeline for tokenized assets to move across chains and land on Hyperliquid’s spot markets.
At least 10 xStocks tickers have registered for spot trading on the platform following auction processes, according to community reports. Tickers like AAPLx and NVDAx give users direct exposure to the underlying equities without leaving the DeFi ecosystem.
What xStocks actually are xStocks are tokenized representations of US equities and ETFs developed by Backed Finance, which is part of the Kraken Group. Each token is backed 1:1 by the corresponding underlying asset, meaning one AAPLx token represents one share of Apple stock held in reserve.
Until now, Hyperliquid was primarily known for perpetual futures trading, where it has carved out a dominant position among decentralized exchanges. Adding tokenized equities to its spot markets represents a meaningful expansion of its product surface area.
Why this convergence matters The CCIP integration on Hyperliquid has been live since July 2025, giving the infrastructure several months to stabilize before the xStocks rollout gained traction.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Hyperliquid rozšiřuje nabídku trhů a většinu poplatků směruje do zpětných odkupů HYPE, což může zvyšovat poptávku po tokenu. Platforma nově přidala spotové a predikční trhy.
Hyperliquid, a decentralized perpetuals exchange and Layer 1 blockchain, is reportedly expanding its market offerings, which may drive demand for its native token, HYPE. According to a tweet from Delphi Digital, new market launches on Hyperliquid increase demand for HYPE as the platform channels most of its fees into HYPE buybacks. This development aligns with Hyperliquid’s latest expansion into spot and outcome prediction markets, adding more fee-generating venues. The platform’s buyback mechanism, which routes up to 99% of protocol fees to HYPE purchases, plays a significant role in this process.
The expansion of Hyperliquid’s markets and the associated fee mechanism appear to support the potential for increased demand for HYPE. Market pricing reflects a cautious optimism about Hyperliquid’s price prospects, with current predictions for reaching $100 by the end of 2026 priced at 11% YES. The market has seen fluctuations, with the YES percentage slipping from 18% a week ago to 11% now, suggesting some uncertainty among participants.
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Hyperliquid’s growth strategy includes the implementation of HIP-3 and HIP-4 initiatives, encouraging builders to deploy new markets by staking significant amounts of HYPE. This strategy aims to broaden the platform’s appeal and revenue streams, potentially affecting market sentiments and price predictions for HYPE.
Key Takeaways Hyperliquid’s market expansion appears to increase demand for HYPE by directing most fees into buybacks. Market pricing suggests cautious optimism for HYPE reaching $100 by December 31, 2026, currently at 11% YES. The introduction of HIP-3 and HIP-4 initiatives could indicate further growth and demand for HYPE. What to Watch Watch for Hyperliquid’s future announcements regarding partnerships or new market launches, as these could influence price predictions. Regulatory developments or security issues could impact sentiment and pricing. Observing changes in sub-market odds and volume could provide further insights into market confidence regarding Hyperliquid’s price trajectory toward the $100 mark by the end of 2026.
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Term Structure
Contract Odds Δ since publish Volume 24h December 31 11% — — View market → January 1 2027 4.1% — — View market → January 1 2027 2.9% — — View market → January 1 2027 29.5% — — View market → January 1 2027 9.7% — — View market → January 1 2027 3.4% — — View market →
HYPE čelí silnějšímu prodejnímu tlaku po vkladu velryby 37,39 tis. HYPE za zhruba 2,03 milionu USD na KuCoin. Spot Netflow dosáhl přibližně 1,24 milionu USD, což zvyšuje nabídku na burzách.
Hyperliquid [HYPE] faced intensifying selling pressure following a $2.03 million KuCoin whale deposit, as positive netflows strengthened exchange-side supply concerns.
The exchange-bound transfer increased available supply while HYPE attempted to stabilize following its broader decline. The whale deposited 37.39K HYPE, worth approximately $2.03 million, to KuCoin six hours earlier.
The same wallet also transferred 290.75K USDC, worth roughly $290.65K, to Kraken one hour earlier. However, the HYPE transaction carried greater significance because it directly increased exchange-bound token supply.
Exchange deposits often expand immediately tradable supply, although they do not confirm completed sales. Therefore, the transaction strengthened distribution concerns rather than proving the whale had already sold. More importantly, broader spot flows supported the same direction, giving the transfer stronger bearish context.
Spot inflows strengthen the selling case Exchange flows had already shifted toward the supply side as the whale moved HYPE onto KuCoin.
Spot Netflow reached approximately $1.24 million at press time, confirming inflows exceeded outflows during the latest recorded period. Previously, HYPE had registered substantial negative netflows, including several pronounced outflow spikes around late July.
Those readings reflected tokens leaving exchanges and reduced the immediately available exchange supply. However, the latest positive reading marked a change from that withdrawal-heavy activity.
The whale’s $2.03 million deposit reinforced the shift because both metrics pointed toward increased exchange availability. Although one positive session could not erase previous outflows, current conditions clearly favored incoming supply.
Thus, the latest exchange activity gave sellers a stronger near-term position. Continued positive netflows would increase pressure on buyers to absorb additional HYPE supply.
Source: CoinGlass Whales stay active as retail participation cools Large traders had maintained their presence while broader market participation weakened across HYPE’s spot market.
The Spot Average Order Size registered Big Whale Orders, highlighting continued activity from larger market participants.
Meanwhile, the Spot Volume Bubble Map was cooling, pointing toward weaker participation across the wider spot market. This divergence gave whales greater influence over HYPE’s immediate market direction.
Notably, exchange activity provided a bearish direction to their growing influence. Positive spot netflows reached $793.92K, while one whale deposited $2.03 million in HYPE to KuCoin.
Therefore, whale activity increasingly favored the supply side as broader participation cooled. Retail demand appeared less capable of counterbalancing incoming exchange supply under those conditions.
Unless broader participation strengthens, whale-driven exchange inflows could keep sellers dominant and restrict HYPE’s recovery.
Source: CryptoQuant Improving MACD gives HYPE a recovery chance Despite stronger supply pressure, HYPE defended $53.67 and preserved an opportunity for another recovery attempt.
Price reached approximately $54.65 after rebounding from the lower area of its descending structure. Yet, the descending trendline continued restricting upside progress below the $57.10 resistance.
MACD had improved during the rebound, adding some technical support for buyers. At press time, its line reached -1.93, above the -2.23 signal line, while the histogram climbed to 0.30. Both MACD lines remained below zero, however, leaving the broader recovery unfinished.
RSI had reached 43.42, above its 39.57 average, but remained below the neutral 50 threshold. A sustained recovery could challenge $57.10 and potentially expose $62.48 afterward. Failure around resistance would keep $53.67 vulnerable, while a breakdown could reopen $51.09.
Source: TradingView Final Summary HYPE exchange inflows and whale activity currently give sellers the stronger near-term position. Holding $53.67 keeps recovery alive, but $57.10 remains the crucial upside hurdle.
BlackRock’s Head of Digital Assets Robert Mitchnick said the company has reduced the minimum for Bitcoin (BTC) exchange-traded fund (ETF) in-kind conversions from $25 million to $1 million.
BlackRock drops minimum in-kind conversion rate to $1 millionThe lower threshold allows investors with $1 million worth of Bitcoin to facilitate in-kind conversions through authorized participants and receive shares of BlackRock’s iShares Bitcoin Trust (IBIT).
In an interview with Bloomberg analysts Eric Balchunas and Isabelle Lee on Monday, Mitchnick noted that the process remains intermediated, meaning BlackRock does not directly facilitate the transactions with individual investors.
Mitchnick said in-kind creations and redemptions remain a minority of activity within the Bitcoin ETF market, with most inflows coming from new dollars.
However, he said the amount of in-kind activity has grown since regulators permitted the feature, prompting BlackRock to work on lowering the minimum threshold.
Coldcard hack reflects security mismanagement issuesMitchnick also addressed the recent hack involving Coldcard wallets, describing it as a security failure rather than a breach of Bitcoin’s underlying network.
“Unfortunately, with that incident, it was a fairly simple, sort of amateurish error that led to the vulnerability,” Mitchnick said.
He added that crypto hacks involving individual wallets or service providers reflect “individual security mismanagement issues.”
Mitchnick said the incident underscores why many investors have turned to regulated Bitcoin ETFs, which provide exposure without needing to manage private keys and other custody risks themselves.
“What we’ve seen, frankly, since the start of the Bitcoin ETFs being available in January of two years ago was an overwhelming demand to be able to hold in a very simple turnkey trusted vehicle,” he stated.
Bitcoin ETF holders remain long-term focusedDespite Bitcoin's decline from its all-time high in October, Mitchnick said BlackRock has not seen evidence of widespread panic among its ETF investors.
“The ETF investor base tends to be more of a fundamental long-term buy and hold type segment,” he said, adding that this behavior has continued during the downturn.
Mitchnick noted that Bitcoin has experienced five major boom-and-bust cycles and remains a volatile asset. However, each cycle has ended at a higher level than the previous one, he added.
He also pointed to Bitcoin’s recent decoupling from equities as a potentially healthy development for the asset’s long-term diversification thesis.
Mitchnick also discussed BlackRock’s new Bitcoin premium-income ETF, BITA. The product targets investors willing to sacrifice some potential Bitcoin upside in exchange for a mid-to-high-teens target yield and reduced volatility.
He added that BITA is off to a solid start, although he expects its growth to be slower than flagship products such as the iShares Bitcoin Trust (IBIT).
Bitcoin is trading at $63,940, down 1.7% over the past 24 hours at the time of writing.
Harrow vykázal za čtvrtletí ztrátu 0,34 USD na akcii a tržby 70,66 milionu USD, obojí pod odhady. Ztráta se prohloubila ze zisku 0,24 USD na akcii před rokem.
Harrow (HROW - Free Report) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -47.83%. A quarter ago, it was expected that this pharmaceutical and drug compounding company would post a loss of $0.43 per share when it actually produced a loss of $0.63, delivering a surprise of -46.51%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Harrow, which belongs to the Zacks Medical - Drugs industry, posted revenues of $70.66 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.61%. This compares to year-ago revenues of $63.74 million. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Harrow shares have lost about 17.5% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Harrow?While Harrow has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Harrow was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.33 on $100.61 million in revenues for the coming quarter and $0.29 on $350.05 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Drugs is currently in the top 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, 60 Degrees Pharmaceuticals Inc. (SXTP - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.74 per share in its upcoming report, which represents a year-over-year change of +85.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
60 Degrees Pharmaceuticals Inc.'s revenues are expected to be $0.19 million, down 40.3% from the year-ago quarter.
Ripple podpořil dva návrhy XRP Ledgeru, XLS-65 a XLS-66, které mají v protokolu zavést single-asset vaulty a pevné institucionální půjčky. Aktivace ale vyžaduje přes 80% podporu validátorů dva týdny po sobě.
Ripple has voted to support two XRP Ledger amendments designed to introduce single-asset vaults and fixed-term institutional lending directly at the network’s protocol level.
Summary
Ripple’s validator voted “yes” on XLS-65 and XLS-66, supporting native vaults and lending. XLS-65 has reached 40% validator support, while XLS-66 has secured more than 37%. Both amendments require over 80% support for two consecutive weeks before activation. The framework could support loans funded with XRP, RLUSD, and other XRPL-issued assets. Ripple’s validator has backed the Single Asset Vault and Lending Protocol amendments as voting continues among trusted XRP Ledger validators.
🚨BREAKING: RIPPLE VOTES TO ADVANCE SINGLE ASSET VAULT (XLS-65) AND LENDING PROTOCOL (XLS-66)
Ripple voted in favor of Single Asset Vault (XLS-65) and Lending Protocol (XLS-66) amendments, moving them closer to enabling on the XRP Ledger.
Meanwhile, 39% of validators have now… pic.twitter.com/nKGaagryP2
— Rednirav (@CryptoRednirav) August 10, 2026 XLS-65, which would introduce Single Asset Vaults, has reached approximately 40% support. XLS-66, covering the proposed Lending Protocol, has received more than 37% support, according to the latest voting data.
The current totals remain well below the activation threshold. An amendment must maintain support from more than 80% of trusted validators for two continuous weeks before it can become active on the XRP Ledger mainnet.
Based on the current default Unique Node List configuration, the proposals would need support from at least 28 of 35 validators. Ripple’s vote therefore moves the amendments forward but does not establish an activation date.
The vote follows the amendments’ entry into the formal validator process earlier this year. As crypto.news previously reported, XLS-65 and XLS-66 are intended to provide lending infrastructure at the ledger level rather than through external smart contracts.
Validators can independently decide whether to support an amendment. Ripple’s vote carries attention because the company remains a major contributor to XRPL development, but it cannot activate the proposals by itself.
How XLS-65 and XLS-66 would work XLS-65 would establish a standard structure for pooling one type of asset from multiple depositors. A vault could hold XRP, Ripple USD (RLUSD), or another token issued on XRPL while giving depositors proportional shares representing their claims on the pooled assets.
The vault could then supply liquidity to other services, including the proposed Lending Protocol.
XLS-66 would use liquidity held in those vaults to fund fixed-term loans. Unlike many decentralized lending markets, the proposed system would not require every borrower to provide more collateral than the value of the loan.
Institutions would instead conduct credit checks, compliance reviews, legal assessments, and underwriting off-chain. The XRP Ledger would manage the agreed loan terms, including interest, repayment schedules, servicing, and default records.
Loan brokers would connect borrowers with vault liquidity and manage the credit relationship. A first-loss capital mechanism could absorb an initial share of losses if a borrower defaults, offering some protection to vault depositors.
The separation between off-chain underwriting and on-chain execution is meant to accommodate regulated lenders that cannot rely entirely on anonymous borrowers and automated liquidations. For U.S. institutions, using the protocol would not remove obligations arising from lending, securities, consumer protection, sanctions, or anti-money laundering rules.
Instead, the ledger would serve as settlement and record-keeping infrastructure after participating institutions complete the required checks.
Security review clears major lending flaws The lending code has undergone several security reviews ahead of the validator decision.
Blockchain security firm Halborn completed a re-audit covering transaction checks, accounting rules, access controls, parameter limits, and consistency between protocol states. The review found no critical or high-risk vulnerabilities.
Halborn identified five issues: one medium-risk finding, two low-risk findings, and two informational findings. Ripple addressed, accepted, or acknowledged all five, according to the audit report.
“We are proud to share that we have completed our XRP Ledger Lending Protocol Re-Audit for Ripple,” Halborn said when announcing the review.
The medium-risk issue involved a way loan interest could cause a vault to exceed its maximum asset limit. Ripple resolved that finding, along with a low-risk issue involving a missing freeze check.
The audit does not eliminate default, underwriting, liquidity, or implementation risks. However, it cleared another technical requirement as validators assess whether the amendments are ready for mainnet use. crypto.news covered the re-audit in June.
XRP Ledger applications prepare for activation Developers are already testing possible applications on XRPL’s Lending DevNet while the amendments await approval.
Yield protocol SOIL has said it plans to become one of the first applications built on the Single Asset Vault and Lending Protocol framework. Its proposed products include lending markets, yield strategies, and tokenized fixed-income instruments.
A demonstration showed users depositing assets into separate vaults and receiving tokens representing their proportional ownership. However, the system remains in a development environment and cannot launch on the mainnet unless validators approve both amendments. crypto.news previously reported on SOIL’s preparations.
Ripple-backed XRP treasury company Evernorth has also identified the lending framework as a possible way to earn institutional-grade returns on its holdings. Actual yields would depend on borrower demand, credit quality, vault terms, and protocol adoption after launch.
The vote comes alongside the release of XRP Ledger version 3.3.0, which includes work on lending, confidential transfers, transaction batches, sponsored fees, and configurable token features. Those changes also require validator approval and should not be treated as active mainnet functions solely because their code has been released.
As crypto.news reported, node operators must upgrade their software and consider each amendment separately.
XRP traded near $1.02 at the time of writing, down about 2.2% over 24 hours and 5.7% during the past week. The validator vote did not produce an immediate positive price reaction, suggesting traders remain focused on whether the amendments can reach the required threshold and generate real lending demand after activation.
Ethereum staking has reached a record 41.7 million ETH, locking more than one-third of the cryptocurrency’s circulating supply despite a sharp decline in its market price.
Summary
41.7 million ETH is now staked, according to a CryptoQuant chart shared by Bitfinex. Staked ETH has increased by about 5.5 million ETH since January. ETH has fallen from approximately $3,400 to $1,900 during the same period. Ethereum developers are debating EIP-8363, which would reduce issuance as staking grows. Ethereum staking climbs despite price decline A CryptoQuant chart shared by cryptocurrency exchange Bitfinex on Aug. 10 showed that the amount of Ethereum (ETH) committed to staking had reached an all-time high of 41.7 million ETH.
Staked $ETH has climbed to a record 41.7 million, a third of all ETH in existence, while price fell from $3,400 in January to $1,900.
As the amount staked grows, the rewards do not run out, which is why the pile keeps growing. pic.twitter.com/m5AU9GQ4eB
— Bitfinex (@bitfinex) August 10, 2026 The figure represents roughly one-third of Ethereum’s circulating supply. CoinMarketCap data places the asset’s supply near 120.7 million ETH, meaning approximately 34.5% is now staked.
“Staked ETH has climbed to a record 41.7 million, a third of all ETH in existence, while price fell from $3,400 in January to $1,900,” Bitfinex wrote.
The chart shows that staking deposits remained near 36 million ETH through late 2025 before beginning a sustained increase in February. Growth continued through the second quarter and accelerated again between June and August.
The increase comes despite ETH losing about 44% of its value from its January level. Ethereum traded near $1,900 when Bitfinex published the chart, showing that validators and long-term holders continued locking tokens even as spot-market conditions weakened.
crypto.news reported in January that 36.2 million ETH, or nearly 30% of the supply, had been staked. The latest figure represents an increase of approximately 5.5 million ETH in less than seven months.
Reinvested rewards keep staked ETH growing Ethereum validators receive newly issued ETH for proposing blocks, attesting to transactions, and supporting network consensus. They may also collect priority fees and maximal extractable value.
Part of that income can be returned to staking, creating a compounding effect even when ETH’s dollar price falls. However, returns decline as more validators join because Ethereum distributes issuance across a larger staked balance.
Corporate treasury companies have become a major part of this trend. BitMine had approximately 4.9 million ETH staked as of July 12, equal to about 85% of its Ethereum holdings.
The company generated $45.7 million from staking and validation during the quarter ended May 31. Chairman Tom Lee projected that annual rewards could reach $284 million if BitMine stakes its entire ETH treasury, although returns depend on yields and validator conditions.
SharpLink has also committed most of its Ethereum treasury to staking. Its strategy continued generating ETH rewards even as lower market prices contributed to a $394.3 million second-quarter loss.
Record staking renews Ethereum issuance debate The continued increase has renewed questions about how much ETH should be committed to network security and whether Ethereum’s reward curve encourages excessive staking.
EIP-8363, known as Tapered Issuance Burn, would burn a growing share of consensus-layer rewards as the staking ratio rises. The mechanism would remove issuance-based rewards when approximately half of Ethereum’s supply is staked.
As crypto.news previously reported, the proposal’s authors argue that the current system continues rewarding additional deposits even after they provide limited security benefits. EIP-8363 remains under review and has not been approved for an Ethereum upgrade.
SharpLink CEO Joseph Chalom has opposed the plan, arguing that native yield supports Ethereum’s institutional appeal and acts as a benchmark for returns across decentralized finance.
US institutions expand access to ETH yield Staking has also become more accessible through regulated investment products in the United States. Grayscale distributed about $9.4 million in ETH staking proceeds to eligible ETHE shareholders in January, marking the first such payout by a U.S.-listed Ethereum product.
Morgan Stanley has also added staking provisions to its proposed Ethereum ETF. Its filing showed that 3.64 million ETH was waiting to enter validation as of May 18, implying an activation delay of approximately 63 days.
Continued institutional participation could remove more ETH from liquid markets. However, staking does not guarantee price appreciation, and the divergence between record deposits and ETH’s decline shows that supply constraints can be outweighed by broader selling pressure.
Robinhood Chain v prvním měsíci provozu vygeneroval zhruba 3,6 milionu USD na poplatcích a stal se nejvýnosnější sítí Ethereum L2. Tvořil asi 38 % z odhadovaných 6,3 milionu USD poplatků na hlavních sítích L2 v červenci.
Robinhood Chain generated roughly $3.6 million in transaction fees in its first month of operation, making it the top revenue-producing Layer-2 network across the entire Ethereum ecosystem. That figure accounted for approximately 38% of the estimated $6.3 million in total fees collected across major L2 networks during July.
Robinhood Chain launched its public mainnet on July 1, 2026.
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How a brokerage outpaced crypto-native L2s Robinhood Chain is built on Arbitrum’s technology, making it an Ethereum-compatible rollup. The network supports 24/7 trading of tokenized stocks and decentralized finance applications. Reports indicate daily trading volumes reaching into the hundreds of millions of dollars shortly after launch, with tens of millions of individual transactions processed within the first two weeks alone.
Some estimates suggest its share of total L2 fees may have been as high as 56%, depending on which networks are included in the denominator.
Under the Arbitrum Expansion Program, Robinhood allocates 10% of its net protocol revenue back to the Arbitrum ecosystem. Of that 10%, 8% goes to support ARB token holders and 2% flows to ecosystem developers. The remaining 90% is retained by Robinhood.
The Ethereum revenue problem, amplified In the early days following Robinhood Chain’s launch, Ethereum’s mainnet received only a few thousand dollars in fee transfers from the new L2.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Robinhood’s Ethereum Layer-2 network has crossed 200 million cumulative transactions roughly one month after its July 1 mainnet launch, a pace that puts it among the fastest-growing rollups ever deployed. To put that in perspective, the chain hit 38.7 million transactions in its first 10 days alone.
Daily transaction counts have peaked between 10 million and 13.3 million, volumes that at times have eclipsed Base, Coinbase’s own Layer-2 network.
What’s actually happening on the chain Robinhood Chain is built on Arbitrum’s infrastructure, uses ETH as its gas token, and runs block times of roughly 0.1 seconds. Sub-second finality is what makes it practical to trade tokenized real-world assets like US stocks on-chain without the lag that plagues slower networks.
The platform has landed integrations with several DeFi protocols. Uniswap provides automated market-making infrastructure. Chainlink supplies oracle data feeds. Alchemy handles developer tooling.
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Total Value Locked has climbed to somewhere between $300 million and $800 million since launch. The chain’s stablecoin supply continues to set records, which typically signals real usage rather than speculative inflows, since stablecoins tend to serve as working capital for trading and lending rather than directional bets.
Average trade sizes have declined since the initial launch spike, as early adopters testing with larger positions have been joined by a broadening user base pulling the average down.
The tokenized stocks play Robinhood Chain is positioning itself as a bridge between traditional finance and on-chain infrastructure, with tokenized US stocks as the centerpiece. The brokerage already serves users in over 120 countries through its traditional platform, and bringing those assets on-chain could unlock 24/7 trading, fractional ownership, and composability with DeFi lending markets.
The absence of a native token is a deliberate choice. By using ETH for gas and avoiding a governance or utility token launch, Robinhood sidesteps regulatory exposure and ensures the chain’s growth metrics aren’t inflated by token-farming incentives.
Where this fits in the Layer-2 wars What separates Robinhood Chain from most Layer-2 competitors is the built-in connection to a regulated brokerage with millions of existing customers who have already been KYC’d and onboarded, a distribution advantage that crypto-native chains must build from scratch.
For the broader Ethereum ecosystem, Robinhood Chain’s rapid growth contributes to ETH demand through gas consumption and settlement fees, as every transaction on the chain ultimately settles back to Ethereum’s base layer.
Robinhood has faced regulatory scrutiny before, most memorably during the 2021 GameStop saga when it restricted trading on certain stocks. Whether that history gives users pause about relying on a Robinhood-operated chain for their on-chain activity is a relevant consideration given the concentration risk of a single brokerage controlling a dominant L2 gateway for tokenized stock trading.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
SharpLink vykázal ve 2. čtvrtletí čistou ztrátu 394,3 milionu USD při tržbách 11,5 milionu USD. Ztrátu táhly nerealizované ztráty z ETH za 321 milionů USD a znehodnocení za 76,1 milionu USD.
TLDR: SharpLink reported a $394.3 million net loss in Q2 2026 despite $11.5 million total revenue. Unrealized ETH losses of $321 million and $76.1 million in impairments drove the quarterly loss. SharpLink’s ETH holdings rose to approximately 888,938 tokens as of August 3, 2026. The company launched a $125 million Galaxy SharpLink Onchain Yield Fund after Q2 ended. SharpLink, Inc. (Nasdaq: SBET), one of the largest publicly traded Ethereum treasury companies, reported total revenue of $11.5 million for the second quarter of 2026.
The company posted a net loss of $394.3 million for the period. Staking revenue reached $11.2 million, reflecting the company’s actively managed Ethereum treasury strategy.
SharpLink held approximately 886,881 ETH as of June 30, 2026, with holdings rising to about 888,938 ETH by August 3, 2026.
Second Quarter Financial Performance SharpLink’s total revenue for the three months ended June 30, 2026, grew significantly from $0.7 million in the same period last year.
The increase stemmed largely from the company’s ETH treasury strategy, which launched in June 2025.
Selling, general and administrative expenses rose to $9.1 million, compared with $2.4 million a year earlier.
SharpLink Reports $394M Q2 Loss as ETH Staking Revenue Reaches $11.2M
SharpLink, the second-largest publicly traded Ethereum treasury company, reported Q2 revenue of $11.5 million, including $11.2 million from ETH staking, and a net loss of $394.3 million. The loss included… pic.twitter.com/wWT5eBsWhC
— Wu Blockchain (@WuBlockchain) August 10, 2026
The company’s net loss of $394.3 million compares with a net loss of $103.4 million in the second quarter of 2025. This increase was driven primarily by non-cash unrealized losses and impairment charges.
SharpLink recorded an unrealized loss of $321.0 million tied to Ethereum market conditions during the quarter.
Additionally, the company recorded a $76.1 million impairment charge on its LsETH and weETH holdings.
SharpLink noted these charges are non-cash accounting adjustments that do not reduce actual token holdings.
However, impairment charges lower the carrying value of these assets under U.S. GAAP and are not reversed later.
Cash and cash equivalents totaled $56.2 million as of June 30, 2026. This figure compares with $28.5 million reported at the end of December 2025. Crypto assets totaled approximately $1.4 billion on a GAAP basis at quarter’s end.
Treasury Management and Ecosystem Investments On June 23, 2026, SharpLink completed a $75.0 million registered direct offering. The transaction included 10,013,351 shares of common stock alongside accompanying warrants. Proceeds from the offering helped fund the purchase of roughly 10,000 additional ETH tokens.
SharpLink also repurchased about 2.1 million shares during the quarter, spending approximately $10.0 million.
Since starting its buyback program in August 2025, the company has repurchased 4,071,223 shares. The total cost of these repurchases has reached approximately $41.7 million to date.
Chief Executive Officer Joseph Chalom said the company remained “highly active across both treasury management and Ethereum ecosystem development” during the quarter.
He pointed to accelerating institutional adoption and expanding onchain activity as signs of broader momentum building across the network.
Beyond treasury management, SharpLink announced anchor funding for three ecosystem organizations. EthLabs focuses on core protocol development and scaling for institutional adoption.
Ethereum Institutional serves as a front door connecting banks and asset managers to Ethereum, while EthSystems develops privacy and compliance infrastructure for regulated institutions.
Chairman Joseph Lubin, also Consensys CEO and an Ethereum co-founder, said the network is “moving from an era of proving the technology to putting it to work” as financial infrastructure.
SharpLink also joined the Russell 2000 and Russell 3000 indexes during June’s reconstitution. After the quarter closed, the company launched the Galaxy SharpLink Onchain Yield Fund.
The fund carries $125.0 million in committed capital, split between SharpLink and Galaxy Digital.
Ethereumu2019s price has barely budged from $1,870, but underneath that surface calm, wallet-level activity has exploded. Onchain data from the Santiment update on August 10 showed 989,500 daily active addresses moving on Ethereum u2014 the highest single-day tally since March. The sudden spike contrasts sharply with the lack of immediate price momentum, suggesting that capital is being redeployed across the network rather than fleeing it.
The climb in user activity isnu2019t happening in a vacuum. Spot ETH ETF demand has been slowly rebuilding after weeks of tepid flows, and Robinhood Chainu2019s Ethereum-settled operations have added a new high-velocity use case. Instead of retail traders blindly aping, this spike looks more like existing wallets waking up to re-route funds, test execution rails, and position for what comes next.
More Than Just a Numbkey Count A raw address count can be noisy, but Santiment pushed a sharper thesis: ETF flows, Robinhoodu2019s clearing efficiency, and the gravitational pull of stablecoin and RWA settlement are pulling real traffic back to the layer-1. Tokenized Treasuries and other real-world assets now form a multi-billion dollar segment that Ethereum still dominates, as chronicled in the latest tokenization roundup. That dollar liquidity doesnu2019t just sit idle u2014 it drives gas consumption, validator yield, and ultimately, ETH demand if the usage sticks.
Lower gas fees and better L2 throughput help. When mainnet costs drop, small- and mid-sized wallets u2014 the cohort that typically vanishes during fee spikes u2014 can migrate back. Combined with improved bridging infrastructure, it creates conditions where protocol interaction, stablecoin transfers, and NFT/DeFi activity become economically feasible again for a wider set of users.
What the Market May Be Watching Thereu2019s still an open question: is this a durable shift in onchain behavior or a temporary reshuffling of funds? The Santiment note flagged that many of the active addresses appear to be older wallets rotating positions, not new entrants. That matters. If the spike is concentrated among existing cohort wallets testing the waters, then a sustained rise in active addresses might require fresh capital from outside the system. Without that, elevated activity could deflate just as quickly as it appeared.
Ethereumu2019s ability to retain and grow its developer base also plays a supporting role. It still leads blockchains in weekly developer activity, a signal that new tooling and applications are being built even as competitive pressure from other L1s increases, as recent developer activity rankings have shown. That underlying construction work can provide a floor for usage, even when speculation cools.
Meanwhile, the U.S. regulatory backdrop continues to evolve. While the spike in addresses wasnu2019t directly triggered by policy, market-structure progress in Washington u2014 including the contentious crypto bill still being debated u2014 has kept institutions focused on regulated on-chain finance. Any further clarity could tilt more capital toward Ethereumu2019s settlement layer as a compliant venue for digital dollar flows, adding weight to the current address uptick.
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Synchrony a PayPal rozšířily speciální financování nákupů pro držitele PayPal Credit Card na celou síť Mastercard, a to online i v obchodech. Nabízí šest měsíců financování nákupů od 149 USD.
Synchrony and PayPal now offer PayPal Credit Card cardholders special financing everywhere Mastercard is accepted.
This special financing is now available both in online checkout and in stores across the Mastercard network. It offers six months special financing on purchases of $149 or more, with pay over time at millions of merchants and with everything managed in the PayPal app, PayPal said in a Monday (Aug. 10) post on LinkedIn.
Whit Goodrich, senior vice president and general manager, PayPal and Venmo at Synchrony, shared PayPal’s post in a Monday post and said: “As more customers look for flexible ways to pay, Synchrony has continued to expand where special financing can be used with the PayPal Credit Card. It’s another step toward making financing more seamless across all the places people shop, with everything managed in the PayPal app.”
According to a page to which PayPal linked in its post, the special financing on the PayPal Credit Card is available everywhere PayPal or Mastercard is accepted, has no impact on the cardholder’s credit score if declined, and is meant to be a “go-to for everyday purchases,” not an intro promotion.
Synchrony announced in June 2025 that PayPal introduced a new physical card, issued by Synchrony, that enables PayPal Credit to be used both online when checking out with PayPal and in-store and everywhere Mastercard is accepted.
Synchrony said at the time that PayPal Credit had become a favorite way to pay online, and that the physical card was designed to extend this financing option for in-store use.
Synchrony executives said during a January earnings call that Pay Later has become a central part of the company’s multiproduct strategy. The offering is now available at more than 6,200 merchants, and management said on the call that when Pay Later and revolving credit are presented together, partners see at least a 10% average increase in sales. They added that Pay Later customers are incremental rather than substitutive, without cannibalization of private-label and co-brand cards.
Even though Pay Later tends to start with single purchases, repeat behavior had begun to surface, executives said during the call.
TRON, the layer-1 blockchain founded by Justin Sun, ended the second quarter with $87.9 billion in circulating USDT (USDT), surpassing Ethereum (ETH) while processing $2.1 trillion in USDT transfers during the period.
According to a Messari report, USDT accounted for 98.5% of TRON’s stablecoin market, which grew 4.1% quarter-over-quarter to a record $89.2 billion. Average daily USDT transfer volume also returned to growth, rising 4.3% to $22.8 billion after declining in the first quarter.
The increase coincided with record network usage. TRON averaged 11.8 million daily transactions during the quarter, up 8.7%, while average daily active addresses climbed 11.7% to 3.6 million. The network processed a record 14.6 million transactions on June 15, the report said.
State of TRON Q2 2026 report. Source: Messari
Higher activity also helped reverse a two-quarter decline in network fees. Fees rose 15.9% to $699.4 million, their first quarterly increase since an August 2025 governance change cut the network’s energy unit price.
Growth was uneven elsewhere. DeFi TVL slipped 1.9% to $4.4 billion, while average daily DEX volume fell 21.7% to $49.3 million, marking a fourth consecutive quarterly decline. TRX supply also remained inflationary despite higher activity, with circulating supply increasing by 87 million tokens during the quarter as issuance continued to outpace burns.
TRON expands institutional accessInstitutional access to TRON widened during the quarter, with Securitize launching Hamilton Lane’s tokenized Senior Credit Opportunities Fund on the network, its first TRON-issued asset. The fund launched with about $4.3 million under management.
Asset manager Grayscale also added TRX (TRX), the native token of the TRON blockchain, to its list of assets under consideration, while a proposed staked TRX exchange-traded product from Canary Capital remained in registration.
Meanwhile, TRX saw broader market access during the quarter. Bitnomial launched spot TRX trading in the United States, while OKX Europe introduced MiFID-regulated TRX expiry perpetuals and Binance.US restored trading in the token.
That trend continued after the quarter ended, with Anchorage Digital adding native TRX staking and custody for TRC-20 assets in July, allowing institutional clients to stake TRX directly from its custody platform.
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Wells Fargo letos na podzim začne vybraným firemním klientům nabízet tokenizované vklady pro převody mezi USD a GBP. Cílem je rychlejší a programovatelné vypořádání peněz v rámci bankovního systému.
Corporate treasurers may soon get the speed and programmability associated with stablecoins without moving their cash outside the banking system.
Wells Fargo said it will begin offering tokenized deposits to select corporate and commercial clients this fall. The blockchain-based service will initially support transfers between U.S. dollars and British pounds, allowing participating companies to move, program and settle funds around the clock. Wells Fargo plans to add clients, countries and currencies during 2027.
The announcement places Wells Fargo alongside JPMorgan and Citi in a widening contest over who will provide the digital money used for corporate payments. Stablecoin issuers have demonstrated that funds can move across borders and outside banking hours. Banks are responding by applying similar technology to deposits that remain within regulated institutions.
That distinction goes to the center of the emerging competition.
A stablecoin is generally backed by reserves held by its issuer and can move between participating wallets and platforms. A tokenized deposit remains a commercial bank liability, much like the balance displayed in a corporate checking account. The blockchain changes how the deposit moves and what companies can program it to do. It doesn’t change the basic relationship between the depositor and the bank.
For companies, that could remove a significant obstacle to blockchain adoption. Treasury departments wouldn’t need to convert bank deposits into a separate digital asset, manage an additional issuer relationship or create new procedures for holding and redeeming stablecoins. The funds would remain connected to existing compliance, liquidity and cash-management systems.
Wells Fargo is entering a field that has moved beyond experimentation. JPMorgan’s JPM Coin supports round-the-clock institutional settlement, while Citi Token Services enables clients to move liquidity across participating markets outside normal banking hours. Citi has also tested smart contracts that automatically release payment after a commercial condition, such as delivery of fuel to a ship, has been satisfied.
That programmability could prove more consequential than raw speed. A company could connect payment to the receipt of goods, approval of an invoice or completion of a contractual milestone. The payment instruction, business condition and record of settlement could become parts of the same workflow. That would reduce the manual handoffs that create reconciliation work and payment disputes.
Banks also bring a structural advantage. They already hold corporate operating deposits and provide credit, foreign exchange, fraud controls and liquidity services. The Bank for International Settlements has argued that tokenized commercial bank money can deliver many benefits of programmable payments while preserving a financial system anchored by central bank reserves. It has raised concerns that current stablecoin designs depend on prefunded reserves and may not always preserve convertibility at par.
Stablecoins retain an important advantage of their own: reach. They can move across platforms, countries and digital-asset networks without requiring both parties to bank with the same institution. A tokenized deposit operating inside one bank’s network risks becoming a faster version of a closed system.
That makes interoperability the next test. Wells Fargo says its service will eventually connect with a broader tokenized-deposit network and selected private networks. The value for corporate clients will rise sharply when a Wells Fargo tokenized deposit can reach a supplier using another bank without losing its speed, programmability or compliance information.
The banks have shown they can put deposits on blockchain rails. Now they must show those deposits can travel.
Simon Property Group oznámila, že tržby maloobchodníků v jejích nemovitostech za posledních 12 měsíců vzrostly o 13,9 % na 838 USD na čtvereční stopu. Obsazenost zůstala na 96 %.
Simon Property Group, saw the results from its premium outlets and other destinations remain strong during the second quarter as the company tied into special events to highlight the unique offerings of physical retail, executives said during a Monday (Aug. 10) earnings call.
“Shopper traffic accelerated in the quarter, and retailer sales volume again grew solidly year over year, further evidence that our portfolio is well positioned and our properties are the places where shoppers and tenants want to be,” Eli Simon, CEO, president and chief operating officer of Simon Property Group, said during the call.
Simon Property Group owns shopping, dining, entertainment and mixed-use destinations across North America, Europe and Asia, according to a Monday press release.
As of the end of the second quarter, June 30, Simon Property Group saw results that held steady or increased year over year in its U.S. malls and premium outlets operating statistics, per the release.
Over the year, occupancy remained unchanged at 96%, base minimum rent per square foot increased 6.3% to $62.42 and reported retailer sales per square foot for the trailing 12 months increased 13.9% to $838, the release said.
U.S. malls and premium outlets accounted for 76.9% of Simon Property Group’s net operating income during the second quarter, according to a supplemental presentation released Monday.
“We continue to host unique activations that highlight the incredible value our portfolio offers,” Simon said during the call.
Simon highlighted the company’s fifth annual National Outlet Shopping Day, saying the event saw growth in both shopper traffic and retailer sales growth as well as a 25% year-over-year increase in retailer participation.
National Outlet Shopping Day was held June 11-14 at 90 premium outlets and other destinations, according to a June 8 press release. Each year’s event features exclusive offers and is designed to rival Black Friday, the release said.
Simon also highlighted soccer fan experiences and programming offered at select locations this summer, saying they “built on the momentum around the World Cup.”
These experiences included large-scale block parties, soccer watch parties, and exclusive Adidas product releases and in-store activations, according to a May 28 press release.
“The shopper and retailer response to these types of events underscores Simon’s offering, the ability to turn major moments into large-scale real-world experiences that bring our consumers, brands and communities together,” Simon said during the call.
Micron Technology čeká, že napětí na trhu s pamětmi potrvá i po roce 2027, protože poptávka po DRAM tažená AI dál převyšuje výrobní kapacity. Firma říká, že rok 2027 bude ještě těsnější než 2026.
The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad ExposureMicron Technology NASDAQ: MU expects memory-market supply constraints to persist beyond 2027 as demand driven by artificial intelligence continues to outpace the industry’s ability to add manufacturing capacity, Executive Vice President and Chief Business Officer Sumit Sadana said at KeyBanc Capital Markets’ Annual Technology Leadership Forum.
Sadana said customer demand signals have increased since Micron’s latest earnings report, leading the company to expect calendar 2027 to be “even tighter than 2026.” He said the company does not yet have visibility into when industry supply will catch up with demand.
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Chips & Clips: Memory Tariffs Rewire Tech Supply Chains“The number one constraint” for customers is DRAM, rather than power availability, real estate, data-center capacity or logic wafers, Sadana said. He attributed the imbalance in part to the difficulty and length of time required to construct and ramp leading-edge memory fabrication plants.
AI Demand Reshapes Memory Market Sadana characterized the current environment as fundamentally different from prior memory cycles, citing the expansion of generative AI, agentic AI and future artificial general intelligence applications. He said agentic AI workloads can require five to 30 times more tokens than comparable chat-interface tasks, with deep-reasoning workloads requiring still more.
5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?He also pointed to the rising importance of high-bandwidth memory, or HBM, in AI systems. According to Sadana, processors can sit idle while waiting for data from DRAM, making higher memory bandwidth and capacity necessary to improve system utilization.
Micron has previously discussed a tradeoff between HBM production and conventional DDR memory supply. Sadana said producing 100 bits of HBM can reduce DDR output by roughly 300 bits for HBM3E, a three-to-one trade ratio. He said that ratio could approach four-to-one with HBM4E, increasing pressure on conventional memory supply.
While data centers represent the most acute area of demand, Sadana said demand is elevated across market segments. He said some data-center customers cannot obtain more than half of the memory volume they seek, despite high pricing.
Customers are adjusting system memory configurations primarily because of constrained availability, rather than pricing, Sadana said. While lower average DRAM capacity can allow customers to ship more systems, he said it can also reduce processor utilization and create latent demand for higher-capacity configurations when supply becomes available.
Strategic Customer Agreements Sadana discussed Micron’s strategic customer agreements, or SCAs, which he described as distinct from historical long-term agreements in the memory industry. The agreements cover multiyear periods, with the majority of SCA-related revenue expected to fall under terms extending through the end of calendar 2030, he said.
Unlike prior arrangements, Sadana said the SCAs include binding purchase commitments, take-or-pay provisions and no contractual exits for customers. At the time of Micron’s earnings report, the company had announced 16 agreements that included $22 billion in cash and cash-like commitments, including $18 billion in cash expected to be held on Micron’s balance sheet.
Some agreements use market-based pricing, while most volume covered by the agreements will include pricing bands, Sadana said. He said the floor prices are set at levels intended to generate gross margins above previous industry-cycle peaks.
Sadana said the agreements also support deeper engineering collaboration with customers, including product and research roadmaps extending beyond 2030. He cited Micron’s HBM3E product, which he said offered 30% lower power consumption than the next-best product, and its work with NVIDIA to bring low-power DRAM into data centers.
Investment and U.S. Manufacturing Micron is increasing its planned U.S. investment to $250 billion from $200 billion over the coming years, Sadana said. The company is also investing across its manufacturing network in Japan, Taiwan and Singapore, as well as in back-end manufacturing in India.
He said Micron has committed $500 million to GlobalWafers for raw wafers and is participating in a broader $3 billion supply-chain investment effort.
Sadana described Micron as the only company investing in front-end memory-fab manufacturing in the U.S. He said Micron’s Idaho 1 facility is expected to come online in the middle of next year, with Idaho 2 expected at the end of 2028. The company also plans a New York fab cluster and investments in Virginia, including the introduction of 1-alpha DRAM technology.
Micron expects its U.S. manufacturing footprint to command a pricing premium and provide customers with greater supply-chain resilience, Sadana said.
HBM and Physical AI Opportunities Looking ahead, Sadana said HBM4E will introduce opportunities for customized HBM products. He expects many HBM programs to use one or two suppliers because qualification and co-engineering processes are time-consuming and expensive.
He also highlighted “physical AI,” including robotics and humanoid robots, as an emerging long-term demand driver. Sadana said a humanoid robot could require hundreds of gigabytes of DRAM and terabytes of solid-state storage to support onboard computing, safety and responsiveness when cloud access is unavailable.
While robotics remains in its early stages, he said Micron expects the segment to grow later this decade and potentially enter a more rapid growth phase in the early part of the next decade.
About Micron Technology (NASDAQ:MU)Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.
Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.
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