Track market-moving stories before they get noisy

Nvidia (NVDA, Financials) is returning to the bond market for the first time since 2021, with plans to raise at least $20 billion.

At first, the move may raise eyebrows. Nvidia is highly profitable and continues to generate strong cash flow. But large companies often borrow even when they do not urgently need cash, especially when they want more flexibility.

The company said it plans to use the money for general corporate purposes, including repaying or refinancing existing debt. The offering is expected to include bonds with maturities ranging from two to 30 years.

JPMorgan, Goldman Sachs and Morgan Stanley are helping arrange the sale.

For investors, this does not look like a warning sign. It looks more like Nvidia strengthening its balance sheet options while demand for its chips remains strong.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Netflix, Inc. (NASDAQ: NFLX) today announced it will post its second quarter 2026 financial results and business outlook on its investor relations website at http://ir.netflix.net on Thursday July 16th, 2026, at approximately 1:01 p.m. Pacific Time.

A live video interview with co-CEOs Ted Sarandos and Greg Peters, CFO Spence Neumann and VP, Finance/IR & Corporate Development Spencer Wang will begin at 1:45 p.m. Pacific Time. Management will answer questions submitted by sell side analysts.

The live earnings video interview will be accessible on the Netflix Investor Relations YouTube channel at youtube.com/netflixir at 1:45 p.m. Pacific Time and a recording of the webcast will be available shortly following the session at approximately 2:30 p.m. Pacific Time.

About Netflix, Inc.
Netflix is one of the world's leading entertainment services offering TV series, films, games and live programming across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time.

SOURCE Netflix, Inc.

Also from this source

Netflix to Announce Second Quarter 2026 Financial Results PR Newswire

LOS GATOS, Calif., June 15, 2026

, /PRNewswire/ -- Netflix, Inc. (NASDAQ: NFLX) today announced it will post its second quarter 2026 financial results and business outlook on its investor relations website at http://ir.netflix.net on Thursday July 16th, 2026, at approximately 1:01 p.m. Pacific Time.

A live video interview with co-CEOs Ted Sarandos and Greg Peters, CFO Spence Neumann and VP, Finance/IR & Corporate Development Spencer Wang will begin at 1:45 p.m. Pacific Time. Management will answer questions submitted by sell side analysts.

The live earnings video interview will be accessible on the Netflix Investor Relations YouTube channel at youtube.com/netflixir at 1:45 p.m. Pacific Time and a recording of the webcast will be available shortly following the session at approximately 2:30 p.m. Pacific Time.

About Netflix, Inc.
Netflix is one of the world's leading entertainment services offering TV series, films, games and live programming across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time.

View original content to download multimedia:https://www.prnewswire.com/news-releases/netflix-to-announce-second-quarter-2026-financial-results-302799516.html

SOURCE Netflix, Inc.

Exxon Mobil stock is showing notable weakness. What’s behind XOM decline? What Is Driving Exxon Mobil’s Stock Today?Critical Price Levels To Watch For XOMTechnically, the selloff is pushing XOM further below its key short- and mid-term trend gauges: it's trading 7.5% below the 20-day SMA, 7.6% below the 50-day SMA, and 7.4% below the 100-day SMA, even while it remains 4.7% above the 200-day SMA. That mix often shows a longer-term uptrend that's being challenged by a sharper intermediate pullback.

Momentum also leans heavy: MACD is below its signal line with a negative histogram, which typically means upside pressure is fading versus the prior upswing unless price can reclaim that baseline. Structurally, the 20-day SMA sitting below the 50-day SMA reinforces the near-term bearish tilt, even though the longer-term "golden cross" (50-day above 200-day) from August 2025 still argues the bigger trend hasn't fully broken.

Key Resistance: $155.50 — a rebound area that lines up with the stock's cluster of 20/50/100-day moving averages in the low-to-mid $150s Key Support: $114.50 — a prior buyer-defense zone that sits closer to the lower end of the 52-week range. What Is Exxon Mobil’s Business Model?ExxonMobil is an integrated oil and gas company that explores for, produces, and refines oil worldwide, which makes its earnings power highly sensitive to the direction of crude and refined-product margins. In 2025, it produced 3.3 million barrels of liquids and 8.4 billion cubic feet of natural gas per day, giving it direct exposure when headline-driven supply expectations shift.

It's also one of the world's largest refiners, with total global refining capacity of 4.1 million barrels of oil per day, and a major chemicals manufacturer. That integration can help cushion swings in any single segment, but when the market reprices the "war premium" out of crude quickly, upstream expectations often drive the first reaction in the stock.

Exxon Mobil Benzinga Edge Scorecard AnalysisBelow is the Benzinga Edge scorecard for Exxon Mobil, highlighting its strengths and weaknesses compared to the broader market:

The Verdict: Exxon Mobil’s Benzinga Edge signal reveals a fairly balanced profile with a value tilt and mid-range momentum/growth. If crude keeps sliding, the "moderate" momentum score suggests patience may be needed, but the stronger value profile can help limit downside once the sector finds its footing.

XOM Stock Price Movement TodayXOM Stock Price Activity: Exxon Mobil shares were down 3.46% at $141.77 at the time of publication on Monday, according to Benzinga Pro data.

Image: Shutterstock

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All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.

While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.

Headquartered in Fairfield, Cincinnati Financial (CINF - Free Report) is a Finance stock that has seen a price change of 3.48% so far this year. The insurer is currently shelling out a dividend of $0.94 per share, with a dividend yield of 2.22%. This compares to the Insurance - Property and Casualty industry's yield of 0.76% and the S&P 500's yield of 1.41%.

Looking at dividend growth, the company's current annualized dividend of $3.76 is up 8% from last year. Over the last 5 years, Cincinnati Financial has increased its dividend 5 times on a year-over-year basis for an average annual increase of 8.39%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Cincinnati Financial's current payout ratio is 37%, meaning it paid out 37% of its trailing 12-month EPS as dividend.

Looking at this fiscal year, CINF expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $8.61 per share, representing a year-over-year earnings growth rate of 8.30%.

Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. It's important to keep in mind that not all companies provide a quarterly payout.

High-growth firms or tech start-ups, for example, rarely provide their shareholders a dividend, while larger, more established companies that have more secure profits are often seen as the best dividend options. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, CINF is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).

Artificial intelligence (AI) computing power has mostly been allocated to training large language models (LLMs) so far, but a shift is now happening in this space. Inference, which is the process of putting trained AI models to work in real-world situations by exposing them to new data and queries, is expected to account for the majority of AI computing power.

According to McKinsey, inference will account for more than half of AI computing capacity in data centers by 2030, surpassing the training phase. This explains why demand for central processing units (CPUs) is now increasing at a robust pace, as they are considered ideal for handling AI inference workloads due to lower costs.

In fact, Advanced Micro Devices (AMD +7.00%) doubled its server CPU total addressable market (TAM) estimate last month to $120 billion by 2030, noting that demand for these chips is increasing due to agentic AI and inference applications. AMD, however, isn't the only one benefiting from the improving CPU demand.

Intel (INTC +2.79%) is the dominant player in the server CPU market, suggesting it may be better positioned to capitalize on this massive opportunity. However, there is more than what meets the eye in this space, which is why we will take a closer look at AMD and Intel's positioning in server CPUs to find out which of these two semiconductor stocks is a better play on the growing inference demand.

Image source: The Motley Fool.

Intel dominates server CPUs, but AMD is quickly closing the gap According to Mercury Research, Intel accounted for almost 67% of the server CPU market at the end of the first quarter of 2026. AMD accounted for the rest of the market. However, what's worth noting is that Intel has been consistently losing ground to AMD.

Today's Change

(

2.79

%) $

3.48

Current Price

$

128.05

Intel was way more dominant in server CPUs four years ago, controlling just over 88% of the market in the first quarter of 2022. AMD has significantly dented Intel's position in server CPUs by offering better products, enabling it to attract more customers. What's more, AMD is enjoying stronger pricing power in this space despite holding a significantly lower unit share.

This is evident from the fact that AMD's revenue share of server CPUs stood at a record 46.2% in Q1, suggesting that the average selling price (ASP) of its products is higher. Customers have been willing to pay more for AMD's server processors because of their performance and cost advantages. The good news for AMD investors is that it expects to corner a bigger share of the server CPU market in 2026.

AMD anticipates a 70% jump in server CPU revenue in the second quarter of 2026. Additionally, management sees the "robust growth continuing through the second half of 2026 and into 2027 as we ramp our next-generation EPYC processors."

Intel, meanwhile, is hamstrung by a short supply of its server CPUs. Intel management noted on the April earnings call that "demand continues to run ahead of supply for all our businesses, especially for Xeon server CPUs" despite the company's efforts to improve factory output. However, the good news for Intel stock investors is that the company is "seeing strong and sustained momentum" for Xeon server CPUs.

Intel also points out that the ratio of server CPU deployment in data center accelerators, compared to graphics processing units (GPUs), is now favoring CPUs. Moreover, Intel may be able to arrest the market-share slide thanks to its partnership with Nvidia, which has decided to use the Xeon 6 processor in its Vera Rubin server racks.

Also, Intel is looking to prevent AMD from gaining more share by ramping up the production of its server CPUs based on the 18A architecture, which it claims could deliver a 30% performance gain and a 50% efficiency lead over AMD's Epyc processors. Intel, however, will need to ensure that it can produce enough of these chips to stop AMD from making further gains in server CPUs.

The valuation makes it easier to decide which one is the better buy now Both Intel and AMD have seen a significant spike in their stock prices this year. Intel is up 216%, as of this writing, while AMD stock has gained 129%. This explains why AMD is significantly cheaper than Intel.

Data by YCharts

Also, consensus estimates suggest that AMD's earnings growth will significantly outpace Intel's. Specifically, AMD's bottom line is expected to jump by nearly 78% in 2027, well above the 42% jump predicted for Intel. Also, AMD's growing influence in the data center GPU market, where it has lucrative contracts with major hyperscalers and AI companies, is another reason why it is the better pick over Intel.

After all, Intel has been finding it tough to crack the data center GPU market, giving AMD a distinct advantage in AI chips. In the end, it can be concluded that AMD's relatively cheaper valuation, stronger earnings growth, and opportunities in the GPU market make it a better AI stock to capitalize on the growing inference demand.

Adobe's record Q2 revenues, upbeat FY26 outlook, AI-driven demand and discounted valuation support a buy case despite the stock???s 39.9% YTD drop.

Key Takeaways IBM and ServiceNow expanded their alliance to help businesses deploy AI at scale across enterprise systems.IBM's deal targets fragmented data and legacy technology that limit flexibility, efficiency and AI adoption.IBM's AI push also includes Google Cloud and Red Hat partnerships to improve infrastructure and security. International Business Machines Corporation (IBM - Free Report) has strengthened its partnership with ServiceNow, Inc. (NOW - Free Report) through a long-term strategic collaboration to help businesses overcome fragmented data across enterprise systems and outdated legacy technology, the two major barriers to artificial Intelligence (AI) adoption. The deal enables IBM to provide customers with an open, secure and flexible platform for large-scale AI usage.

Per the agreement, IBM will combine its advanced AI, automation and data management capabilities with ServiceNow’s AI platform to help enterprises deploy AI at scale. It helps organizations modernize existing systems, reduce costs and complexity, and address the challenges of outdated infrastructure that limits flexibility and efficiency.

Application modernization, enterprise data governance and autonomous infrastructure operations are the three key areas the alliance will focus on. It aims to help businesses upgrade legacy applications for AI integration, improve data quality and management to keep enterprise data AI-ready, and enhance IT operations through automation that enables the detection and resolution of issues before they impact business operations.

IBM recently expanded its AI efforts through partnerships with Google Cloud to improve AI infrastructure and security. The collaborations reinforce the company’s growing presence in the enterprise AI market.

How Are Competitors Advancing?IBM faces competition from Microsoft Corporation (MSFT - Free Report) and Amazon.com, Inc. (AMZN - Free Report) . Microsoft has expanded its AI efforts by launching new AI tools to help businesses automate complex tasks. The company is improving Windows with more built-in AI features to enhance speed, privacy and efficiency. Microsoft continues to strengthen its Copilot and cloud AI services to support enterprise AI adoption.

Amazon is investing in AI chips to reduce dependence on third-party processors and strengthen its cloud capabilities. The company is integrating more AI-powered features into Alexa to deliver smarter and more personalized interactions. Amazon is using AI in its logistics network to improve inventory management, delivery speed and operational efficiency.

IBM’s Price Performance, Valuation & EstimatesIBM shares have lost 3.4% over the past year against the industry’s growth of 234.7%. 

Image Source: Zacks Investment Research

From a valuation standpoint, IBM trades at a forward price-to-sales ratio of 3.51, below the industry average of 6.7.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have declined 0.2% to $12.38 over the past 60 days, while the same for 2027 have increased 0.8% at $13.42.

Image Source: Zacks Investment Research

IBM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

While prices at the pump in the U.S. were easing in late May, oil industry veterans were sounding the alarm on depleting inventories and a potential oil price spike. Since then, there have been media reports of more oil cargoes transiting the Strait of Hormuz. Oil prices retreated as hopes of a peace deal culminated, with plans to sign an agreement in Switzerland this coming Friday. For energy infrastructure, the day-to-day oil swings are arguably more noise than substance. However, this piece will take a closer look at oil market dynamics, why even oil companies do not want $150 oil, and what midstream investors should focus on when it comes to oil prices.

Key Takeaways In late May, energy executives were highlighting the rapid depletion of global inventories and the risk of an oil price spike. With a potential peace deal and reopening of the Strait in the works, Brent oil prices fell below $90 per barrel last week and saw more pressure on Monday, but that doesn’t mean oil prices won’t rise from here. Instead of focusing on day-to-day oil price moves, midstream investors should be keeping an eye on futures prices, which are over $70 per barrel next year for the U.S. benchmark and will be more impactful for producer drilling plans. Depleting Inventories Drove Concerns of an Oil Price Spike in Late May At a conference in late May, executives from Exxon (XOM) and Chevron (CVX) highlighted the severity of inventory depletion as this important buffer for the oil market begins to diminish. Chevron’s CEO discussed the potential for physical prices to see upward pressure into June and July.

Exxon Senior Vice President Neil Chapman discussed the possibility of a price spike as inventories reach low levels, with models forecasting $150 or $160 for Dated Brent crude. In contrast to the Brent futures often cited, Dated Brent is a better reflection of physical prices and the spot price for oil ready to be shipped. Importantly, Dated Brent sets the price for the majority of global oil trades.

Dated Brent had reached a high of $144/bbl on April 7, while Brent futures were only at $109/bbl. A distortion between physical and paper markets has been common in recent months. However, the spread between Dated Brent and Brent futures was fairly negligible at the end of last week, with both closing around $88/bbl.

Oil at $150 or $160/bbl Is Not Good — Even for Oil Companies Investors may think that oil producers would be delighted by oil at $150+ per barrel, but that is not the case. That price level destroys demand, and with petroleum such an important input for so much of the economy, the impact of high prices would be broadly painful. The concern is that the global economy could plunge into a recession. With that perspective, it makes sense that oil industry executives were highlighting this risk.

Politicians likely realized that strategic oil releases and measures like lifting sanctions on Russian petroleum cargoes at sea could only buy so much time with the Strait of Hormuz effectively closed. In that vein, President Trump revealed last week that more than 100 million barrels of oil had secretly been moved through the Strait with the help of the U.S. military.

While modest relative to the amount disrupted since the war began, the secret shipments could provide context to why prices have not risen more. A dramatic drop in Chinese imports has also been credited for avoiding a more severe price spike, with China having aggressively built their reserves over the last 18 months, according to comments from Chevron’s CEO.

Is the Relative High in Oil Prices Behind Us? Oil prices have fallen as optimism rises for a peace deal and a reopening of the Strait of Hormuz. The front-month Brent contract closed at $87/bbl on Friday — its first close below $90/bbl since March 10. Prices were under pressure again on Monday following the announcement of plans for a peace agreement over the weekend.

It may feel like oil prices are poised for a continued downtrend. That said, even as the Strait reopens, it is expected to take time for flows to return to normal levels. Vessels need to reposition, and ships may also need confirmation that there are no mines in the Strait. There are also some lingering questions around infrastructure in the region and how quickly operations can ramp back up.

The Short-Term Energy Outlook from the U.S. Energy Information Administration (EIA), published June 9, assumed flows would only start to slowly resume in 3Q. With that timeline, the EIA forecasted that production and trade flows would not return to normal until early 2027.

While making oil price calls is tough, especially in this tape, it bears noting that oil tends to overreact in either direction. Even with a successful peace deal, inventories are likely to continue to fall near term, which could put upward pressure on prices. It remains to be seen whether the buffers that have helped mitigate the oil price spike to this point will continue to be effective until volumes return to more normalized levels. For example, at the recent run rate, the releases from the U.S. Strategic Petroleum Reserve would be exhausted around the end of August.

Midstream Investors Should Look Past Oil Volatility to Focus on Futures Curve For midstream investors, the day-to-day, headline-driven volatility in oil should not be a major concern. The greater focus should be futures prices for oil, particularly into 2027 and even beyond. Eventually, the world will need to restock oil, which should support future prices. Additionally, one could argue that a greater risk premium should be embedded into the curve, given the potential for the Strait to close again.

For midstream, the futures curve is what matters, as it is what producers will use to determine their drilling plans. Compared to the start of the year, 2027 futures prices for the U.S. crude benchmark have risen around $15/bbl to over $70/bbl. The EIA is currently forecasting that U.S. oil production will grow by 0.43 million barrels per day on average for 2027, compared to prior expectations for oil production to decline next year. Midstream has long enjoyed tailwinds from growing natural gas demand, but now growth opportunities related to oil are more likely, given a stronger price outlook.

Bottom Line: To say there are a lot of moving parts in the oil market today would be a major understatement. For energy infrastructure, a lot of this is noise. Instead of focusing on day-to-day moves in the current futures contract, midstream investors should look more to the futures curve, particularly prices into 2027.

Looking for midstream insights in your inbox? Subscribe here to keep a pulse on midstream investing through our weekly updates.

Related Research: Revisiting Energy Market Impacts From the Iran War

Energy and Midstream Implications From Attacks on Iran

Addressing Questions on Oil, Geopolitics, & Midstream

For more news, information, and analysis, visit the Energy Infrastructure Content Hub.

Kootenay Silver Announces Positive PEA with a US$763 Million After-Tax NPV & 41% IRR for La Cigarra Silver Project Kootenay Silver Announces Positive PEA with a US$763 Million After-Tax NPV & 41% IRR for La Cigarra Silver Project PR Newswire

VANCOUVER, BC, June 15, 2026

The Project includes a 14-year open-pit silver project delivering strong economics, a rapid 1.9 year payback, and a 63.7-million-ounce payable silver production profile with significant exploration upside remaining along a 9-kilometre mineralized trend.

, /PRNewswire/ - Kootenay Silver Inc. (the "Company" or "Kootenay") (TSXV: KTN) (OTCQX: KOOYF) is pleased to announce the results of a positive Preliminary Economic Assessment ("PEA")i for its 100%-owned La Cigarra Silver Project ("La Cigarra" or the "Project") in Chihuahua, Mexico.

The La Cigarra Project is situated within the well-established Parral Mining District of Chihuahua State, Mexico), which hosts two nearby mining operations, the Santa Barbara Mine and the San Francisco Del Oro Mine. Both mines are active silver producers located approximately 20–30 kilometres to the south of La Cigarra along the same mineralized trend and are actively mining to depths of up to 2,000 kilometres deep. Together, these two operations produced 440 million ounces of silver from 1650 to 1988 (Grant and Ruiz, 1988) with both operations still in production today. Readers are cautioned that the information disclosed from adjacent properties is not necessarily indicative to the mineralization on the Project that is the subject of this disclosure.

Key Highlights of the PEA

All monetary values are in U.S. dollars unless otherwise noted.

Project Economics

After-tax net present value at consensus metal pricesii (5% discount rate): $763 millionAfter-tax internal rate of return (IRR): 41%After-tax net present value at spot metal pricesiii (5% discount rate): $1,295 million and IRR of 64%Capital and Cost Structure

Initial capital cost: $332 millionSustaining capital cost: $80 millionPayback period: 1.9 years (after tax)Study life-of-mine (LOM): 14 yearsProduction Profile

Average annual silver production over Years 1–5: 6.22 million ounces.Average LOM annual payable silver production: 4.55 million ouncesLOM payable-silver production: 63.6 million ouncesAverage annual after-tax revenue: $107 million per year.Average all-in sustaining cost: $18.73/oz AgProcessing rate: 6,000 tonnes per dayAverage silver recovery: 89.3%

Management Commentary

James McDonald, President and CEO of Kootenay Silver, said:

"The Preliminary Economic Assessment marks a significant milestone in advancing La Cigarra toward development. The 14-year mine life, strong annual production, and IRR demonstrate the potential for a long-life silver operation in one of Mexico's premier mining districts, a district that has been producing for nearly 500 years. We believe the combination of attractive economics, substantial resource-growth potential, existing infrastructure, and strong silver market fundamentals, positions La Cigarra as a compelling development asset, significantly adding value to the stakeholders in the region."

Ken Berry, Chairman of Kootenay Silver, added:

"This study validates our strategy of advancing our portfolio of silver assets through the development pipeline. With La Cigarra now supported by a positive PEA, we are evaluating the next steps to unlock additional value through resource expansion, engineering optimization, and advancement toward permitting and feasibility engineering."

Cautionary Statement Regarding the PEA

The PEA is preliminary in nature and includes Inferred Mineral Resources that are considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as Mineral Reserves. Inferred Mineral Resources have a lower level of confidence than that applied to Measured and Indicated Mineral Resources and there is no certainty that Inferred Mineral Resources will be converted to Measured or Indicated Mineral Resources through further exploration. There is no certainty that the results of the PEA will be realized.

Mineral Resources that are not Mineral Reserves do not have demonstrated economic viability. The Project does not contain any Mineral Reserves and the economic analysis contained in the PEA is based on Mineral Resources, including Inferred Mineral Resources and there is no certainty that Mineral Resources will be converted into Mineral Reserves.

PEA Inputs

The following tables outline various operation and capital cost inputs, production details including ounces of silver and gold produced and pounds of lead and zinc produced, mining rate, tonnes mined, strip ratio, metal recovery factors, total cash cost for silver, all in sustaining cost for silver long term price assumptions for silver, gold, lead and zinc, tax inputs, EBITA, pre and post-tax for net present values, internal rate of return, free cash flow, and payback period.

Description

Unit

LOM Total /
Average

General assumptions

Silver price

US$/oz

50.0

Gold price

US$/oz

3,611.0

Lead price

US$/lb

0.91

Zinc price

US$/lb

1.25

Discount rate

%

5.00

Production

Total payable silver

koz

63,663.9

Total payable gold

koz

27.3

Total payable lead

Mlb

45.3

Total payable zinc

Mlb

48.5

Operating costs

Mining cost

US$/t mined

2.11

Processing cost

US$/t processed

9.49

Site G&A cost

US$/t processed

3.50

Operating cash cost

US$/oz AgEq

16.85

AISC

US$/oz AgEq

18.73

Capital costs

Initial capital (Inc. Closure
Deposit)

US$M

332.2

Sustaining capital

US$M

79.7

Economics

Net Revenue

US$M

3,326.3

EBITDA

US$M

2,342.1

Pre-tax Free Cashflow

US$M

1,897.0

Pre-tax NPV (5%)

US$M

1,265.0

Pre-tax IRR

%

55 %

Pre-tax payback

years

1.7

Post-tax Free Cashflow

US$M

1166.0

Post-tax NPV (5%)

US$M

762.7

Post-tax IRR

%

41 %

Post-tax payback

years

1.9

Table of production details in the PEA

Metric

Unit

Base Case

Mine life

years

14

Plant throughput

t/d

6,000

Total material mined

Mt

273.1

Total material processed

Mt

30.4

Oxide material processed

Mt

5.8

Sulphide material processed

Mt

24.6

Average strip ratio

t:t

8.0

Average Ag head grade

g/t

78.66

Average Au head grade

g/t

0.06

Average Pb head grade

%

0.13 %

Average Zn head grade

%

0.18 %

Total payable Ag in doré

koz

20,873.7

Total payable Au in doré

koz

6.8

Total payable Ag in concentrates

koz

42,790.2

Total payable Au in concentrates

koz

20.6

Total payable Pb

Mlb

45.3

Total payable Zn

Mlb

48.5

Total payable AgEq

koz AgEq

67,674.4

Table of capital cost inputs

Capital cost item

Unit

Base Case

Mining capital

US$M

7.9

Processing capital

US$M

122.6

Tailings and water management

US$M

12.4

Site infrastructure

US$M

57.8

Indirect costs / EPCM / owner's costs

US$M

73.3

Contingency

US$M

54.4

Closure and reclamation Deposit

US$M

3.7

Total initial capital

US$M

332.2

Sustaining capital

US$M

79.7

Closure and reclamation

US$M

-33.2

Total LOM capital

US$M

378.6

Table of operating cost inputs.

Operating cost item

Unit

Base Case

Mining cost

US$/t mined
or moved

$2.11

Rehandle cost

US$/t
rehandled

$2.11

Oxide processing cost

US$/t
processed

$9.49

Sulphide processing cost

US$/t
processed

$9.49

Mixed/campaign processing cost

US$/t
processed

$9.49

G & A

US$/t

$3.50

Total site operating cost

US$/t
processed

$32.41

Operating cash cost

US$/oz Ag
Payable

$16.85

AISC

US$/oz Ag
Payable

$18.75

Table of tax inputs

Item

Unit

Base Case

Income Tax

%

30.0

Mining Royalty Tax (EBITDA)

%

8.5

Precious Metal Royalty tax (Au-Ag NSR)

%

1.0

Total Income Tax and Royalty Incurred

US$M

731.0

Total LOM royalties

US$M

231.3

Table of revenue source by metal

Revenue source

Net revenue
contribution

Silver

94.1 %

Gold

2.9 %

Lead

1.2 %

Zinc

1.8 %

Total

100.0 %

Project Overview

La Cigarra is approximately 26 kilometers from the historic mining city of Parral, and benefits from strong existing infrastructure, including road access, nearby power, and a skilled local workforce.

The updated Project Mineral Resource estimate ("MRE") (Table 1) forms the basis of the PEA.

Highlights of the Project MRE are as follows:

Measured + Indicated Mineral Resources are estimated at 23.02 Mt grading 81 g/t Ag, 0.06 g/t Au, 0.14% Pb, and 0.19% Zn (93 g/t AgEq). The Measured + Indicated MRE includes 60.02 Moz Ag, 45.2 koz Au, 71.3 Mlb Pb, and 97.0 Mlb Zn (69.02 Moz AgEq).Inferred Mineral Resources are estimated at 6.78 Mt grading 79 g/t Ag, 0.05 g/t Au, 0.15% Pb, and 0.17% Zn (90 g/t AgEq). The Inferred MRE includes 17.25 Moz Ag, 11.90 koz Au, 22.7 Mlb Pb, and 25.5 Mlb Zn (19.72 Moz AgEq).Table 1: La Cigarra Deposit Mineral Resource Estimate, April 4, 2026

Resource
Class

Tonnes
(M)

Grade

Total Metal

Ag
(g/t)

Au
(g/t)

Pb
(%)

Zn
(%)

AgEq
(g/t)

Ag
(Moz)

Au
(koz)

Pb
(Mlb)

Zn
(Mlb)

AgEq
(Moz)

Measured

2.93

84

0.06

0.14

0.19

96

7.87

5.60

9.1

12.4

9.01

Indicated

20.09

81

0.06

0.14

0.19

93

52.14

39.60

62.2

84.6

60.01

Measured + Indicated

23.02

81

0.06

0.14

0.19

93

60.02

45.20

71.3

97.0

69.02

Inferred

6.78

79

0.05

0.15

0.17

90

17.25

11.90

22.7

25.5

19.72

Notes:

•

The classification of the current MRE into Measured, Indicated, and Inferred is consistent with current CIM Definition Standards For Mineral Resources and Mineral Reserves (CIM, 2014).

•

All figures are rounded to reflect the relative accuracy of the estimate, and numbers may not add due to rounding.

•

Mineral Resources that are not Mineral Reserves do not have demonstrated economic viability. An Inferred Mineral Resource has a lower level of confidence than that applying to an Indicated Mineral Resource and must not be converted to a Mineral Reserve. It is reasonably expected that most Inferred Mineral Resources could be upgraded to Indicated Mineral Resources with continued exploration.

•

It is envisioned that the La Cigarra deposit may be mined using open-pit mining methods. Mineral Resources are reported at a base-case cut-off grade of 30 g/t AgEq. The in-pit Mineral Resource grade blocks are quantified above the base-case cut-off grade, above the constraining pit shell, below topography, and within the constraining mineralized domains (the constraining volumes).

•

The results from the pit optimization are used solely for the purpose of testing the "reasonable prospects for economic extraction" by an open pit and do not represent an attempt to estimate Mineral Reserves. There are no Mineral Reserves on the property. The results are used as a guide to assist in the preparation of a Mineral Resource statement and to select an appropriate resource-reporting cut-off grade.

•

Mineral Resources are presented undiluted and in situ, constrained by continuous 3-D wireframe models, and are considered to have reasonable prospects for eventual economic extraction at the base-case cut-off grade of 30 g/t AgEq.

•

The base-case AgEq cut-off grade considers metal prices of $36.00/oz Ag, $3,600/oz Au, $0.91/lb Pb, and $1.23/lb Zn, and considers variable metal recoveries for Ag, Au, Pb, and Zn: for oxide mineralization—88.3% for Ag, 37.5% for Au; for sulphide mineralization—89.3% for Ag, 61.8% for Au, 70.0% for Pb, and 59.1% for Zn.

•

The base-case cut-off grade of 30 g/t AgEq considers a mining cost of $2.00/t mined, and processing, treatment, refining, General & Administrative, and transportation cost of $23.23/t for oxide mineralization, and $22.33/t for sulphide mineralization.

•

The estimate of Mineral Resources may be materially affected by environmental, permitting, legal, title, taxation, socio-political, marketing, or other relevant issues.

The updated Project in-pit MRE at various cut-off grades is presented in Table 2.

Table 2: In-Pit Mineral Resource Estimate at Various AgEq Cut-off Grades, April 4, 2026

AgEq Cut-Off
Grade (g/t)

Tonnes

(M)

Ag
(g/t)

Au (
g/t)

Pb
(%)

Zn
(%)

AgEq
(g/t)

Ag
(Moz)

Au
(koz)

Pb
(Mlb)

Zn
(Mlb)

AgEq
(Moz)

Measured

20

3.14

79

0.06

0.13

0.18

91

8.02

5.80

9.3

12.7

9.19

30

2.93

84

0.06

0.14

0.19

96

7.87

5.60

9.1

12.4

9.01

40

2.53

92

0.06

0.15

0.20

105

7.52

5.10

8.5

11.4

8.56

50

2.11

104

0.06

0.17

0.22

117

7.03

4.40

7.8

10.2

7.95

60

1.75

116

0.07

0.18

0.23

130

6.51

3.70

7.1

9.1

7.32

70

1.45

129

0.07

0.19

0.25

143

6.01

3.10

6.2

7.9

6.70

80

1.23

141

0.07

0.21

0.25

156

5.56

2.60

5.6

6.9

6.16

Indicated

20

21.52

77

0.06

0.14

0.18

88

53.04

41.30

64.4

87.3

61.21

30

20.09

81

0.06

0.14

0.19

93

52.14

39.60

62.2

84.6

60.01

40

17.26

89

0.06

0.15

0.21

102

49.61

35.60

57.6

78.3

56.81

50

14.46

100

0.07

0.16

0.22

114

46.36

31.10

52.3

70.4

52.76

60

12.14

110

0.07

0.18

0.23

125

43.01

26.80

47.2

62.7

48.66

70

10.06

122

0.07

0.19

0.25

137

39.44

22.80

41.5

55.1

44.34

80

8.40

134

0.07

0.20

0.26

149

36.10

19.40

36.6

47.8

40.33

Inferred

20

7.25

75

0.05

0.15

0.16

86

17.54

12.60

23.6

26.3

20.12

30

6.78

79

0.05

0.15

0.17

90

17.25

11.90

22.7

25.5

19.72

40

5.95

86

0.05

0.16

0.18

98

16.56

10.20

21.1

23.8

18.78

50

4.87

98

0.05

0.18

0.20

110

15.29

8.20

19.1

21.3

17.21

60

4.00

109

0.05

0.19

0.22

122

14.01

6.90

16.6

19.4

15.69

70

3.23

122

0.05

0.21

0.24

135

12.64

5.60

14.7

17.3

14.09

80

2.64

135

0.05

0.22

0.26

149

11.43

4.50

12.9

15.1

12.66

Notes:

•

Values in these tables reported above and below the base-case cut-off grades for in-pit MRE's should not be mistaken for a Mineral Resource statement. The values are only presented to show the sensitivity of the block-model estimates to the selection of the base-case cut-off grade (highlighted).

•

All values are rounded to reflect the relative accuracy of the estimate, and numbers may not add due to rounding.

In addition to silver, the deposit contains gold, lead, and zinc credits that contribute to Project economics and provides additional optionality as engineering work advances.

Development Plan

The PEA contemplates developing:

Conventional open-pit miningCrushing and grinding circuitsFlotation and leaching process plantTailings and rock management facilitiesMine infrastructure and support facilitiesProgressive mine development over a 14-year operating life.The Project also remains open for expansion along strike and at depth, with mineralization traced over a broader 9-kilometre trend that supports further exploration upside.

Upside Opportunities

The Company has identified several opportunities to further enhance Project value, including:

Resource expansion drilling along strike and at depthConversion of Inferred Mineral Resources to higher-confidence categoriesEvaluation and conversion of satellite and extension mineralized zonesMetallurgical optimization studiesMine plan optimization and staged development alternatives.Next Steps

Following completion of the PEA, Kootenay intends to:

Initiate additional resource expansion drillingAdvance environmental baseline studiesConduct geotechnical and hydrogeological investigationsEvaluate opportunities for a Feasibility StudyContinue stakeholder engagement and permitting activities.Technical Report

The full National Instrument 43-101 ("NI 43-101") Standards of Disclosure for Mineral Projects Technical Report supporting the PEA will be filed on SEDAR+ within 45 days of this news release and will also be available on the Company's website.

Qualified Persons

The Kootenay technical information in this news release for the PEA has been prepared in accordance with the Canadian regulatory requirements and reviewed and approved on Kootenay's behalf by consultants who are independent, and each of whom is a Qualified Person ("QP") as defined by NI 43-101. The following acted as authors of the PEA:

Shervin Teymouri (P.Eng.), Sacré-Davey Engineering Inc.Marinus André de Ruijter (P.Eng.), Sacré-Davey Engineering Inc.Allan Armitage (PhD. P.Geo.), SGS Canada Inc. Geological ServicesAntonio Loschiavo (P.Eng.), AKF Mining Services Inc.Stacy Freudigmann (P.Eng. F.AusIMM.), Canenco Consulting Corp.Craig Hall (P.Eng.), Knight Piésold Ltd.Mr. Dale Brittliffe (BSc., P. Geol.), Vice President, Exploration, of Kootenay Silver, is the Company's QP under NI 43-101, and has reviewed and approved, the scientific and technical content in this press release.

About Kootenay Silver Inc.

Kootenay Silver Inc. is an exploration company actively engaged in the discovery and development of mineral projects in the Sierra Madre region of Mexico. Supported by one of the largest junior portfolios of silver assets in Mexico, Kootenay continues to provide its shareholders with significant leverage to silver prices. The Company remains focused on the expansion of its current silver resources, new discoveries, and the near-term economic development of its priority silver projects in prolific mining districts in Sonora State and Chihuahua State, respectively.

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS:

This news release contains "forward looking information" and "forward-looking statements", within the meaning of applicable Canadian securities legislation (collectively, "forward-looking statements"). All statements other than statements of historical fact, are forward-looking statements and are based on expectations, estimates and projections as of the date of this news release.

Forward-looking statements in this news release include, without limitation, statements regarding: the results of the Preliminary Economic Assessment ("PEA"); projected economics of the La Cigarra Silver Project (the "Project"), including net present value, internal rate of return, payback period, capital costs, operating costs, cash costs, all-in sustaining costs, production rates, mine life, processing rates, recoveries and revenues; the potential development of the Project; future resource growth and conversion; opportunities to enhance Project economics; future exploration, drilling, engineering, metallurgical, environmental, geotechnical and hydrogeological programs; advancement of the Project toward a pre-feasibility study, feasibility study, permitting and potential construction; the timing of future technical studies; the future price of silver, gold, lead and zinc; and the Company's future plans, objectives and strategies.

Forward-looking statements are based upon a number of assumptions considered reasonable by management at the time such statements are made, including, but not limited to: the accuracy of the current Mineral Resource Estimate; the assumptions and methodologies used in the PEA; the achievement of projected production, operating and capital cost estimates; assumed metal prices, exchange rates and tax regimes; the availability of financing on acceptable terms; the ability to obtain required permits, licences and approvals in a timely manner; the availability of equipment, labour, contractors and supplies; the realization of anticipated metallurgical recoveries; and general business, economic and market conditions.

Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements to differ materially from those expressed or implied by such forward-looking statements. Such factors include, among others: fluctuations in commodity prices; changes in capital and operating cost estimates; changes in project parameters as plans continue to be refined; risks related to Mineral Resource estimation; risks associated with the inclusion of Inferred Mineral Resources in the PEA; uncertainty of future exploration results; uncertainty of obtaining permits, licences and regulatory approvals; environmental and social risks; taxation changes; political and economic developments in Mexico; labour shortages; inflationary pressures; financing risks; foreign exchange risks; title risks; and other risks disclosed in the Company's public disclosure record available on SEDAR+.

Although the Company believes that the expectations reflected in the forward-looking statements are reasonable, there can be no assurance that such expectations will prove to be correct, and readers should not place undue reliance on forward-looking statements. Forward-looking statements are made as of the date hereof and except as otherwise required by law, Kootenay expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any such statements to reflect any change in Kootenay's expectations or any change in events, conditions or circumstances on which any such statement is based.

Cautionary Note to US Investors: This news release includes Mineral Reserves and Mineral Resources classification terms that comply with reporting standards in Canada and the Mineral Reserves and the Mineral Resources estimates are made in accordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("NI 43-101"). NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for all public disclosure an issuer makes of scientific and technical information concerning mineral projects. These standards differ significantly from the requirements adopted by the U.S. Securities and Exchange Commission (the "SEC"). The SEC sets rules that are applicable to domestic United States reporting companies. Consequently, Mineral Reserves and Mineral Resources information included in this news release is not comparable to similar information that would generally be disclosed by domestic U.S. reporting companies subject to the reporting and disclosure requirements of the SEC. Accordingly, information concerning mineral deposits set forth herein may not be comparable with information made public by companies that report in accordance with U.S. standards.

Reference
Grant, G. J., & Ruiz, J. (1988). The Pb-Zn-Cu-Ag deposits of the Granadena Mine, San Francisco del Oro-Santa Barbara District, Chihuahua. Economic Geology, 83, 1683–1702.

______________________________

i Prepared by Sacré-Davey Engineering Inc. and Canenco Consulting Corp., the PEA evaluates an open-pit mine and conventional processing facility at La Cigarra.
ii Consensus metal prices of $50.00/oz Ag, $3,611/oz Au, $0.91/lb Pb, and $1.25/lb Zn.
iii Spot metal prices of $67.23/oz Ag, $4,210/oz Au, $0.91/lb Pb, and $1.57/lb Zn.

View original content to download multimedia:https://www.prnewswire.com/news-releases/kootenay-silver-announces-positive-pea-with-a-us763-million-after-tax-npv--41-irr-for-la-cigarra-silver-project-302800440.html

SOURCE Kootenay Silver Inc.

Salesforce (CRM, Financials) is making another push into artificial intelligence, agreeing to acquire customer-agent platform Fin for approximately $3.6 billion.

The deal gives Salesforce access to technology designed to handle customer interactions across multiple channels, including chat, email, phone, WhatsApp and Slack. Fin's platform is built around its proprietary AI model, Apex, which focuses on resolving customer service issues with limited human involvement.

The acquisition comes as software companies race to prove that AI can do more than generate content. Customer support has emerged as one of the most practical applications, offering businesses a way to improve response times while controlling labor costs.

For Salesforce, the transaction also strengthens Agentforce, the company's fast-growing AI platform. Agentforce generated $1.2 billion in annual recurring revenue during the first quarter, more than tripling from a year earlier. Fin's technology could help Salesforce expand those capabilities and reach customers looking for ready-to-deploy AI solutions.

Importantly, Salesforce said the acquisition will not affect its fiscal 2027 guidance or capital return plans, suggesting management remains confident in both the company's financial position and the strategic value of the deal.

Dover Corporation (DOV - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Dover is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

For Dover, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for DoverThis company is expected to earn $10.61 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Dover. Over the past three months, the Zacks Consensus Estimate for the company has increased 0.7%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Dover to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Coach Prime encourages men to get their annual physicals and shares words of encouragement as the new face of Depend Real Fit® packaging

, /PRNewswire/ -- This Men's Health Month, Depend®, the #1 brand of absorbent underwear, and Deion "Coach Prime" Sanders are encouraging men to take a proactive approach to their health with "Depend Wake Up Calls" – reminding Men to stop putting off regular checkups and screenings.

Now through the end of the month, consumers can sign up to receive a video message from Coach Prime, delivered in his signature motivational style and centered on accountability, preparation, and confidence.

DEPEND® AND DEION “COACH PRIME”SANDERS ENCOURAGE PROACTIVE CARE DURING MEN’S HEALTH MONTH

DEPEND® AND DEION “COACH PRIME”SANDERS ENCOURAGE PROACTIVE CARE DURING MEN’S HEALTH MONTH By visiting DependWakeUpCall.com, consumers can choose from one of three video text messages encouraging them to schedule a physical, supporting those navigating a recent health diagnosis, or empowering those experiencing bladder leaks to move past embarrassment and get back to living life.

After publicly sharing his bladder cancer diagnosis and recovery journey, Coach Prime knows firsthand how critical early detection can be. Together, Depend and Coach Prime are urging men to stop delaying care and take action on their health. This partnership builds on Coach Prime's longstanding relationship with Depend as someone who personally relies on the brand after undergoing bladder removal surgery following his bladder cancer diagnosis in 2025.

"Too many men keep putting their health on pause and that's a losing game," said Deion Sanders. "Together with Depend, I'm encouraging you to stop waiting, stop the excuses and take control now. You don't always need a doctor to light that fire - sometimes you need a coach to push you to be your best."

The campaign coincides with the nationwide rollout of new Depend Real Fit® packaging featuring Coach Prime on pack for the first time ever. By bringing his signature swagger straight to the package, Coach Prime boldly shows how actively managing health challenges head-on is a point of pride, not something to hide.

Bladder leaks affect millions of Americans, yet many people suffer in silence, letting stigma stand in the way of solutions. Together, Depend and Coach Prime are working to change that narrative - shifting the conversation from embarrassment to empowerment.

"Coach Prime is a powerful partner for Depend because he embodies unapologetic confidence and authenticity," said Katie Moran, North America President of Adult and Feminine Care. "Together, we're working to break the stigma around bladder leaks by bringing this very real experience into the open and empowering people to move past embarrassment, reclaim their confidence and get back to living life to the fullest every day."

For more information about bladder health and how Depend is helping shift the conversation, visit depend.com or follow Depend on social media.

About Kimberly-Clark
Kimberly-Clark (NASDAQ: KMB) and its trusted brands are an indispensable part of life for people in more than 175 countries and territories. Our portfolio of brands, including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, Depend, Andrex, Pull-Ups, Goodnites, Intimus, Plenitud, Sweety, Softex, Viva and WypAll, hold No. 1 or No. 2 share positions in approximately 70 countries. Our company's purpose is to deliver Better Care for a Better World. We are committed to using sustainable practices designed to support a healthy planet, build strong communities, and enable our business to thrive for decades to come. To keep up with the latest news and learn more about the company's more than 150-year history of innovation, visit the Kimberly-Clark website.

Media Contacts:
Alison Brod Marketing + Communications
[email protected]

Kimberly-Clark Media Relations
[email protected]

SOURCE Depend

Realty Income (NYSE:O | O Price Prediction) is structured for multi-decade income generation because its triple-net lease architecture, monthly dividend discipline, and recession-tested tenant base together produce the kind of compounding income stream a retirement portfolio can lean on without supervision.

Wall Street’s current fixation on the 4.48% 10-year Treasury yield has pushed REIT sentiment into a defensive crouch, and that is precisely the backdrop that makes the long-term case stronger. The thesis is built around long-duration income, and rests on three pillars: business durability, income generation, and proven cycle survival.

Pillar One: A Business Built to Outlast Its Tenants Under a triple-net lease, the tenant, not Realty Income, is responsible for property taxes, insurance, and ongoing maintenance, which insulates the landlord from inflationary operating overhead. That structure is applied across 15,500-plus properties leased to 1,786 clients operating in 92 industries, spread across all 50 U.S. states, the United Kingdom, eight additional European countries, and Mexico.

The portfolio is anchored by counter-cyclical, non-discretionary retail giants like Walmart, Dollar General, and major grocery chains, with Dollar General, 7-Eleven, Walgreens, Family Dollar, and Life Time Group among the top tenants. Occupancy sits at 98.9%, and re-leased properties are recapturing 103.4% of prior rent, showing that the underlying real estate has pricing power even when individual tenants churn.

Pillar Two: Income You Can Set Your Watch To Realty Income calls itself The Monthly Dividend Company for a reason. The board has now declared 670 consecutive monthly dividends and raised the payout 114 consecutive quarters. The annualized payout has climbed to $3.246 per share, and the dividend yield of 5.22% sits 72 basis points above the 10-year Treasury.

Coverage is healthy. AFFO per share reached $1.13 in the first quarter, up 6.6% year over year, and management raised 2026 AFFO guidance to $4.41 to $4.44. With a payout ratio near 75.1% of AFFO, the income is funded by operations.

Pillar Three: Surviving Cycles, Not Predicting Them The dataset stretches back to January 1999, covering the dot-com bust, the 2008 financial crisis, COVID, and the most aggressive rate-hiking cycle in 40 years. The monthly check has never been skipped or cut.

The balance sheet is conservatively positioned: net debt to annualized pro forma adjusted EBITDAre improved to 5.2x, debt-to-equity stands at 0.83, and beta is just 0.734. Management is still deploying capital at attractive spreads, investing $2.80 billion at a 7.1% initial weighted average cash yield in Q1 and raising full-year investment guidance to $9.50 billion.

The One Scenario Where It Lags In an environment of persistently elevated rates and a roaring growth-stock bull market, Realty Income will trail the index. Interest expense already climbed to $1.13 billion for full year 2025 versus $1.02 billion in 2024, and the stock can drift while capital chases higher-octane names. That doesn’t change the forever thesis, because the business is engineered to deliver contracted rent. The monthly dividend keeps arriving while the stock argues with itself.

For income-focused investors, the thesis rests on the discipline of the model and the durability of the next 670 monthly checks.

The past five years have been a difficult stretch for the stock of luxury furniture company RH (RH 2.32%), which is down more than 75% in that span. The home furnishing industry has been hit with a perfect storm of prior demand pull-forward due to COVID restrictions, low housing turnover, and tariffs.

Despite delivering first-quarter revenue results that topped its prior guidance, RH stock slid as it issued a cautious second-quarter forecast. Let's take a close look at RH's results and prospects to see if a turnaround could be in store.

Today's Change

(

-2.32

%) $

-3.54

Current Price

$

149.50

Making bold moves Despite facing an incredibly difficult furnishing environment, RH has been putting up respectable results as it expands its brand to Europe through the opening of grandiose galleries.

It's also making one of its boldest brand extensions ever with RH Estates, as it introduces a more traditional furniture line that tends to be preferred by many luxury homeowners. This will include ultra-high-end, fully customizable furniture catering to both wealthy consumers and design professionals, and is expected to help propel growth starting in the second half of the year.

For its fiscal Q1, RH reported a 1.7% decrease in revenue to $800.3 million, which was above its prior guidance for revenue to decline by 2% to 4%. Adjusted earnings per share, meanwhile, had a loss of $1.97, versus a profit of $0.13 a year ago. That was better than the $2.07 loss expected by analysts.

Looking ahead, RH raised its full-year revenue forecast, taking it to growth of between 4.5% and 8%, up slightly from a prior outlook of 4% to 8% growth. For Q2, it projected revenue to grow by between 0.5% to 2.5%, before accelerating to 12% growth in the second half. The second-half growth acceleration is expected to be led by a combination of backlog reduction (4.5%), new store growth (2.5%), and RH Estates (5%).

RH has also been selling some assets, like its Aspen real estate portfolio. Management thinks that the combination of improved sales, reduced spending, and asset sales will lead to significant free cash flow generation and help it become debt-free by 2029.

Image source: Getty Images.

Is it time to buy the stock? If RH can accelerate sales and reduce debt, the stock could have a lot of upside from here. It's making some big bets with Europe and RH Estates, so it certainly isn't sitting still. The stock only trades at a forward price-to-earnings ratio (P/E) of 16 based on next fiscal year analyst estimates, but its leverage and sales growth have been keeping the stock back.

I think the stock looks like an interesting speculative bet at current levels, with some nice potential over the next few years if its strategy works.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Considering buying ROKU stock? Here’s what analysts think:

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Shares of Roku Inc (NASDAQ:ROKU) came under pressure in early trading on Monday, after surging on Friday on reports of a potential sale.

The company is more valuable than what its fundamental analysis suggests, as a large tech, media, or advertising company could create more value by using its platform "across a broader ecosystem of devices, services, data, content, ads, and/or commerce products," according to Needham.

The Roku Analyst: Analyst Laura Martin maintained a Buy rating, while raising the price target from $140 to $170.

The Roku Thesis: The price target has been raised to reflect the company's takeover value, which is the incremental value it could create for an acquirer's entire ecosystem, Martin said in the note.

Check out other analyst stock ratings.

She added that acquiring Roku gives the buyer:

An installed base of more than 100 million TV homes 4 hours per day of proprietary first-party TV viewing data Premium connected-TV advertising inventory More than 150 million direct consumer relationships The analyst mentioned that Roku is worth more to the following types of companies:

ROKU Price Action: Roku shares were down 0.31% at $143.22 at the time of publication on Monday. The stock is approaching its 52-week high of $148.88, according to Benzinga Pro data.

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The highly competitive streaming and television space continues to experience consolidation.

On June 15, Fox Corp. (FOX 15.45%) announced it had reached an agreement to acquire Roku (ROKU 1.23%) in a deal already approved by both companies’ boards of directors.

Fox will pay $22 billion in enterprise value for Roku ($25 billion equity value), valuing the hardware streaming company at $160 per share, a 28% premium to its June 10 price.

The deal will be 60% funded by cash and 40% through equity.

To help fund the deal, Fox plans to take on $8.3 billion of new debt and has secured bridge financing. Fox will also issue 152 million of class A shares.

As of 1:17 p.m. ET today, shares of Fox traded over 14% lower. Shares of Roku were down slightly, but had risen significantly late last week on takeover rumors. Following Fox’s decline, is this a buying opportunity?

Image source: Getty Images.

What Fox is gettingWhile both are in the television and streaming space, Fox and Roku are different companies.

Roku licenses its devices to streaming services and other television providers, earning fees for content and subscriptions purchased on Roku devices. Roku also has a strong ad business.

Over the past year, Roku has generated about $5 billion of revenue. Roughly half comes from advertising, 39% from subscriptions, and 11% from the sale of various Roku devices.

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Roku generated a 44% gross margin over the past year and projects free cash flow of over $1 billion in 2028.

This mix should be attractive to Fox, which generated over 58% of its revenue in the past nine months from advertising. The rest of Fox’s revenue comes from distribution and content.

Fox also owns the streaming service Tubi, which has roughly 100 million monthly active users and over 1 billion monthly streaming hours.

Roku is the leading connected TV device, accounting for 44% of total U.S. hours spent viewing content on connected TV devices, as of the fourth quarter of 2025.

The acquisition of Roku will make Fox the third-largest media provider in TV viewership, with 10.2% market share, catapulting the company past Paramount Skydance and Netflix.

Fox’s stock is down big today, likely due to expected shareholder dilution from the deal. Following today’s decline, Fox’s market cap is just over $22 billion, about the size of the Roku acquisition on an enterprise-value basis.

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However, investors may be worried about another factor of the deal, according to a team of analysts at the advisory and consulting firm Madison Wall.

“Roku exposes Fox in a significant way to the low-margin OEM (original equipment manufacturing) business, which has many different dynamics when compared to the current version of Fox,” the firm wrote in a research note, according to Barrons.

“Roku’s revenues are by now majority advertising-dependent, but its costs primarily relate to manufacturing and related software development as well as physical marketing and distribution of its devices.”

The deal is expected to deliver $400 million in cost synergies at Fox, with additional revenue upside.

Furthermore, the acquisition is projected to be accretive to free cash flow within two years of closing, which is expected to occur within the first six months of 2027.

The deal helps Fox in several ways by adding scale to its already large advertising business and by giving the company a much larger presence in streaming.

That’s likely to be a better long-term bet than overly focusing on legacy television.

However, as analysts at Madison Wall noted, this isn’t a pure integration of a content-advertising business, since Roku also makes hardware.

This introduces risks to deal execution and could make the merging of two different cultures and businesses more difficult. Ultimately, there are many questions, but the deal does seem to position Fox better for the future.

I think investors can take a starter position following the sell-off, but should monitor the company for further evidence that the different parts of each business can work together.

Rupert dreamed it, Lachlan bought it: the strategy behind Fox's $22 billion Roku acquisition

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Chief Correspondent covering media and technology

Lachlan Murdoch and Rupert Murdoch's Fox is buying Roku. But why? Adrian Edwards/GC Images Rupert Murdoch chased the TV Guide of the Future for years. He spent billions trying to build an on-screen map for digital television before giving up.

Now his son Lachlan looks like he's making it happen by buying Roku in a $22 billion deal.

On paper, Lachlan's transaction seems like the thing his dad spent much of the '90s and 2000s trying to put together: Once the deal closes, the Murdochs will own the interface that 100 million households use when they want to stream something.

It's a big deal because it means Fox won't just be a content company, but a distributor as well. Buying Roku gives Fox real estate it can use to promote its own services, like Tubi, its free streamer, and Fox One, its paid streamer. But it can also sell subscriptions to competitors' services and get paid when it does. And it can sell ads on all of the above.

One big catch: Fox is spending $22 billion to own a TV Guide. But it's not the only TV Guide.

Unlike the '90s and 2000s, there are now lots of ways to get something you want to watch onto a screen of your choice. Roku might be your home screen. But you might also use YouTube, or Apple, or Amazon, or Samsung, or Walmart's Vizio. You might still have a cable TV subscription, which would mean your cable TV provider is your home screen. Maybe you never use any of those services, and just turn on Netflix and never spend time anywhere else.

The other big catch: In the internet age, owning a portal that millions of people use to access stuff they like gives you lots of power. But it doesn't give you all the power: The biggest content companies and app makers have their own leverage.

Apple can't sell an iPhone that doesn't let you use Instagram, and Roku can't be a TV portal if it doesn't include YouTube and Netflix, the two biggest names in streaming.

You could see how that gave YouTube and Netflix leverage when Roku went public in 2017: Back then, the company disclosed that Netflix generated about a third of its viewing but immaterial revenue, while YouTube, its most-watched ad-supported app, generated no revenue at all. The details have changed a bit since then — I've asked Roku for the latest — but the lesson hasn't: If you are big enough, you don't pay the same tolls as everyone else.

Let's be clear: Lachlan Murdoch is getting value for his $22 billion. Roku is a massive player in streaming, and it makes $4.7 billion a year by selling ads and subscriptions. Owning it gives Fox a way to diversify its revenue streams: Now Fox can make money from its own shows and services, but it can also get a piece of the business happening around other people's shows and services.

That's a position lots of media companies have wanted to be in for a long time. It doesn't always work out — ask HBO, which keeps getting combined with distribution companies (like Time Warner Cable, AOL, AT&T) and then sold to someone else when that doesn't work.

It also has a built-in tension. Yes, owning a distribution platform means you can give your own stuff a boost — that's why Roku has three different streamers of its own. But if you turn on your Roku TV and want to stream "The White Lotus," you don't want to wade through a bunch of ads for Howdy or the Roku Channel before you get there.

So Roku, like every other distributor, has to balance out the stuff it wants you to see vs. the stuff you want to see.

That kind of tension, by the way, might normally be an issue for regulators to examine. But in 2026, the odds that a Fox-friendly White House is going to stop the Murdochs from getting a deal they want are very low. Just ask Larry and David Ellison, whose Paramount got the go-ahead to buy Warner Bros. Discovery from Trump's Department of Justice on Friday afternoon — and then hosted a UFC fight night on the White House lawn two days later.

All of which makes the Roku deal a big event — but not one that completely remakes streaming. When Rupert Murdoch wanted to own the next-generation TV Guide, he imagined owning the only way to get to TV. But there are lots of TV Guides in 2026.

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Peter Kafka You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Peter covers media and technology for Business Insider; previously he has worked at Vox, Recode, AllThingsD, and Forbes. He was also the first hire at Silicon Alley Insider, Business Insider's predecessor. 

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Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. Micron (MU) stock and shares of Advanced Micro Devices (AMD) led the gainers.

In morning trades on the stock market today, the Philadelphia semiconductor index, known as SOX, crossed the 14,000 level for the first time and hit a record high. In recent trades, the SOX was up more than 4%.

↑ X NOW PLAYING Master The Pivot: Find Meaningful Setups Before Earnings Moves

The SOX includes the 30 largest chip stocks and semiconductor equipment stocks traded in the U.S.

AMD stock rose more than 7% to 548.36 in recent trades. The Santa Clara, Calif.-based company on Monday announced the acquisition of Mext, a pioneer in AI-driven memory optimization technology.

Earlier in the trading session Monday, AMD stock notched an all-time high of 558.37.

Meanwhile, Micron stock surged more than 9% to 1,071.07. Before the market open, RBC Capital Markets and TD Cowen raised their price targets on Micron stock and reiterated their buy ratings.

RBC analyst Srini Pajjuri increased his price target on Micron to 1,200 from 525. He raised his sales and earnings estimates for the memory-chip maker on stronger pricing and volume assumptions amid the buildout of data centers for artificial intelligence.

TD Cowen analyst Krish Sankar hiked his price target on Micron to 1,500 from 660. He forecast higher DRAM (dynamic random-access memory) content per gigawatt of AI data center capacity.

Chip Stocks Are Rocking Other chip stocks leading the charge higher for the SOX index included AI chipmakers Nvidia (NVDA), Broadcom (AVGO) and Marvell Technology (MRVL).

Top risers among chip-gear makers included Entegris (ENTG), Lam Research (LRCX), Nova (NVMI) and Teradyne (TER).

The iShares Semiconductor ETF (SOXX), which tracks the performance of the SOX index, was up more than 4% in late morning trades.

Follow Patrick Seitz on X at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.

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The logic behind the selloff was sloppy at best — and the tape has since punished anyone who sold into it.

MU stock is climbing. See the chart and price action here.  Dip buyers who stepped in near $751 are sitting on gains of roughly 43.1%. Micron trades at $1,074.66 as of Monday afternoon, within striking distance of its 52-week high, according to Benzinga Pro. 

What Broadcom Actually SaidBroadcom’s Q2 transcript makes clear why the Micron selloff was misdirected. 

CEO Hock Tan guided Q3 AI semiconductor revenue to approximately $5.1 billion, up 60% year over year. He went further, telling analysts that Broadcom “may actually see an acceleration of XPU demand into the back half of 2026 to meet urgent demand for inference.” 

He confirmed the 60% AI revenue growth rate seen in fiscal 2025 should “sustain into fiscal 2026.”

Broadcom’s accelerator story is about custom XPUs and Ethernet networking — not high-bandwidth memory. Broadcom does not compete with Micron for HBM supply. 

Tan’s commentary on inference acceleration is, if anything, a driver of demand for HBM. More inference deployments mean more GPU clusters. More GPU clusters mean more HBM consumption.

Micron’s HBM Story Was Never Broadcom’s to TellMicron’s own fundamental setup had not changed. The company confirmed that its entire 2026 HBM supply — including next-generation HBM4 — is sold out, with pricing and volume agreements already locked. 

Negotiations for 2027 deliveries are already underway. 

Only Micron, SK Hynix and Samsung Electronics produce HBM at scale, and the mechanical constraints of 12-layer stacks limit how fast supply can ramp. Goldman Sachs has projected HBM TAM growth from $35 billion today to over $100 billion by 2028. 

Selling Micron because Broadcom’s gross margins guided slightly lower on XPU mix, ignored the distinction between memory suppliers and accelerator designers entirely.

The Broader ReadThe early June selloff reflected a reflex, not analysis. Broadcom’s gross margin guide came down roughly 130 basis points sequentially due to a higher XPU mix — a detail that has nothing to do with DRAM pricing, HBM supply contracts or Micron’s ability to sell every stack it manufactures. 

Broadcom shares are trading at $392.58, still well below their 52-week high, while Micron has essentially recovered.

MU Stock Price Activity: Micron stock was up 9.03% at $1070.29 at the time of publication on Monday, according to Benzinga Pro.

Over the past month, MU has gained about 42.6% versus a 2.2% rise in the S&P 500 and is up roughly 263% year-to-date compared to the index’s 10.3% gain. The stock is trading just below its 52-week high of $1089.29.

Photo: Samuel Boivin / Shutterstock

This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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It's fun to peruse Zillow (Z +0.50%); it's less fun to be a shareholder in Zillow. The stock is down more than 50% year to date. Zillow is facing both broader macroeconomic challenges in the housing market and increased competition from Alphabet's (GOOG +3.18%) (GOOGL +3.30%) Google Home Listings.

So can the real estate platform make a comeback? Let's have a look.

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Google is expanding its search ads for real estate listings to all 50 states. This means Google will display MLS-listed properties directly in search results and connect buyers with local agents. It is a direct and substantial threat to Zillow's core business of sourcing leads and advertising for agents.

Zillow is combating this by diversifying its revenue streams. The company's rental business grew 42% in the first quarter of 2026. Zillow also has Zillow Home Loans and a mortgage marketplace for buyers who need to finance their purchases. The company is moving to become an artificial intelligence (AI)-native platform to make the home-buying and renting processes even more customized.

Image source: Getty Images.

Zillow's first-quarter revenue grew 18% year over year to $708 million. Mortgage revenue jumped 56%, specifically from mortgage loan origination volume.

Zillow's dominance is now in question The strong quarter was all before Google made this big announcement. It's now an uphill battle for Zillow. It is competing against one of the world's largest and most powerful information machines in Google. Continued efforts to diversify revenue streams should be Zillow's main focus. The real estate platform also needs the housing market to improve in the long term to sustain growth assumptions.

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Yes, Zillow's stock is inexpensive right now. However, with Google firing a direct shot at its core business, it may be prudent to wait a quarter or two to see how this begins to affect Zillow's earnings and how forcefully the company will respond.

Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Zillow Group. The Motley Fool has a disclosure policy.

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces that a class action lawsuit has been filed on behalf of shareholders who purchased or otherwise acquired Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ: Z, ZG) Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the “Class Period”). Zillow investors have until August 10, 2026 to file a lead plaintiff motion.

Law Offices of Frank R. Cruz Encourages Zillow Group, Inc. (Z, ZG) Shareholders To Inquire About Securities Fraud Class Action

Share IF YOU SUFFERED A LOSS ON YOUR ZILLOW GROUP, INC. (Z, ZG) INVESTMENTS, CLICK HERE TO SUBMIT A CLAIM TO POTENTIALLY RECOVER YOUR LOSSES IN THE ONGOING SECURITIES FRAUD LAWSUIT.

You can also contact the Law Offices of Frank R. Cruz to discuss your legal rights by email at [email protected], by telephone at (310) 914-5007, or visit our website at www.frankcruzlaw.com.

What Happened?

On September 30, 2025, the Federal Trade Commission announced that it had sued “Zillow and Redfin over an unlawful agreement that eliminates Redfin as a competitor in the market for placing advertising of rental housing on internet listing services (ILSs)-the websites that millions of Americans use to find their next rental home.”

On this news, Zillow’s stock price fell $3.57 per share, 4.63% to close at $73.48 on October 1, 2025, thereby injuring investors.

Then, on February 10, 2026, Zillow announced fourth quarter 2025 earnings. In the earnings call, CFO Jeremy Hofmann stated that legal expenses “[were] higher than we anticipated coming into the quarter and was ultimately 180 basis points of margin drag for Q4.”

On this news, Zillow’s stock price fell $9.05 per share, or 16.5%, to close at $45.66 on February 11, 2026.

Then, on May 7, 2026, Reuters published an article stating that a “federal judge rejected [Zillow and Redfin’s] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings.”

On this news, Zillow’s stock price fell $0.85, or 1.9%, to close at $43.68 per share on May 7, 2026; the stock continued to fall the next day, declining $2.25 per share, or 5.15%, to close at May 8, 2026, thereby injuring investors further.

What Is The Lawsuit About?

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Zillow’s agreement with Redfin was not a “partnership,” but rather an acquisition of Redfin’s business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:

If you purchased Zillow common stock, wish to learn more about this action, or have any questions concerning this announcement or your rights or interests with respect to these matters, please click HERE or contact us at:
Law Offices of Frank R. Cruz
2121 Avenue of the Stars, Suite 800
Telephone: 310-914-5007
Email: [email protected]
Visit our website at: www.frankcruzlaw.com

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

More News From The Law Offices of Frank R. Cruz

The Law Offices of Frank R. Cruz announces that a class action lawsuit has been filed on behalf of shareholders who purchased or otherwise acquired Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ: Z, ZG) Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the “Class Period”). Zillow investors have until August 10, 2026 to file a lead plaintiff motion.

IF YOU SUFFERED A LOSS ON YOUR ZILLOW GROUP, INC. (Z, ZG) INVESTMENTS, CLICK HERE TO SUBMIT A CLAIM TO POTENTIALLY RECOVER YOUR LOSSES IN THE ONGOING SECURITIES FRAUD LAWSUIT.

You can also contact the Law Offices of Frank R. Cruz to discuss your legal rights by email at [email protected], by telephone at (310) 914-5007, or visit our website at www.frankcruzlaw.com.

What Happened?

On September 30, 2025, the Federal Trade Commission announced that it had sued “Zillow and Redfin over an unlawful agreement that eliminates Redfin as a competitor in the market for placing advertising of rental housing on internet listing services (ILSs)-the websites that millions of Americans use to find their next rental home.”

On this news, Zillow’s stock price fell $3.57 per share, 4.63% to close at $73.48 on October 1, 2025, thereby injuring investors.

Then, on February 10, 2026, Zillow announced fourth quarter 2025 earnings. In the earnings call, CFO Jeremy Hofmann stated that legal expenses “[were] higher than we anticipated coming into the quarter and was ultimately 180 basis points of margin drag for Q4.”

On this news, Zillow’s stock price fell $9.05 per share, or 16.5%, to close at $45.66 on February 11, 2026.

Then, on May 7, 2026, Reuters published an article stating that a “federal judge rejected [Zillow and Redfin’s] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings.”

On this news, Zillow’s stock price fell $0.85, or 1.9%, to close at $43.68 per share on May 7, 2026; the stock continued to fall the next day, declining $2.25 per share, or 5.15%, to close at May 8, 2026, thereby injuring investors further.

What Is The Lawsuit About?

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Zillow’s agreement with Redfin was not a “partnership,” but rather an acquisition of Redfin’s business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:

If you purchased Zillow common stock, wish to learn more about this action, or have any questions concerning this announcement or your rights or interests with respect to these matters, please click HERE or contact us at:
Law Offices of Frank R. Cruz
2121 Avenue of the Stars, Suite 800
Telephone: 310-914-5007
Email: [email protected]
Visit our website at: www.frankcruzlaw.com

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260615119534/en/

The comments, reported by Bloomberg, shine a spotlight on an underappreciated reality in commercial aerospace: sometimes the most important company isn’t the one assembling the aircraft.

The A320 Production ChallengeAirbus has spent years working to increase production of its best-selling A320 family as airlines around the world continue to demand new fuel-efficient aircraft.

But production targets are only as strong as the supply chain supporting them.

Faury said Airbus is still working with Pratt & Whitney, a division of RTX, on a 2027 delivery schedule, and the outcome could heavily influence whether the company reaches its planned production ramp.

The comments come after reports indicated Airbus had informed some customers of delays affecting certain A321neo deliveries scheduled for 2027 and 2028.

Why RTX MattersPratt & Whitney manufactures the geared turbofan engines used on a significant portion of Airbus’ narrowbody fleet. That gives RTX an unusually influential position within one of the aerospace industry’s most important production programs.

If engine deliveries accelerate, Airbus gains a clearer path toward higher output. If bottlenecks persist, production targets become more difficult to achieve.

A Supplier With Growing InfluenceFor investors, the takeaway extends beyond Airbus.

Commercial aerospace demand remains robust, airline backlogs remain elevated and manufacturers continue working to increase production. As a result, suppliers that control critical components are becoming increasingly important to the industry’s growth story.

Airbus may be the company setting ambitious production goals. But based on management’s latest comments, RTX could have a major say in whether those goals become reality.

Photo by Coby Wayne via Shutterstock

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