Meta Platforms (META 0.14%) is dealing with a lot of pressure right now. The social media giant's stock is down more than 13% as of June 10, largely due to mounting regulatory issues and investors' growing skepticism about spending on artificial intelligence (AI). But long-term investors willing to look past recent turbulence may find that Meta is a worthy buy right now, given its low price.
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This isn't meant to discount the very real challenges Meta faces at the moment. Particularly in Europe, regulators are enforcing the Digital Markets Act, which threatens Meta's margins with fines and changes to data policies.
On the spending side, Meta founder and CEO Mark Zuckerberg is committed to his AI infrastructure plan. Capital expenditures are substantial and perhaps hard to justify. After the failure of his Metaverse initiatives, investors and analysts are a bit more skeptical for good reason.
Image source: The Motley Fool.
On the bright side, Meta's business is still incredibly strong. Its advertising platform, spanning Instagram, Facebook, and WhatsApp, reaches nearly half the global population. That level of scale is not easily replicated or replaced. In the first quarter of 2026, advertising revenue exceeded $55 billion, with total Meta revenue reaching $56.3 billion.
If Meta is successful with its AI ambitions, it could further boost the ad business in addition to wider adoption of its Llama models in other industries.
Meta's stock is better priced than some of its peers. Even with a market cap topping $1 trillion, Meta's forward P/E ratio is just 18, and its PEG ratio is 0.82, which suggests the stock may be undervalued right now. Its price-to-sales, price-to-book, and enterprise value-to-revenue ratios are all in the single digits.
No doubt, the company faces significant short- and intermediate-term headwinds, but if its AI strategy pays off and the advertising business continues to flourish, buying now while the stock is down is a solid move.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy.
Meta President Dina Powell McCormick and CEO of mikeroweWORKS Foundation Mike Rowe join ‘Mornings with Maria' to discuss a new $115 million workforce initiative offering free training and guaranteed skilled-trade jobs.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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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.
Summer is here, and Disneyland is continuing its year-long 70th anniversary, a celebration of the original Disney theme park opening its gates in 1955. Three new rides are also being built at the California Disney Parks, as well as a sprawling new Avatar area.
Over at Walt Disney World in Florida, four new lands are being constructed right now, themed around villains, Pixar characters and more, and CNET got a behind-the-scenes look at some of the new areas.
Here's everything you need to know about Disneyland and Disney World -- starting with offerings coming this summer and then exploring what's arriving beyond 2026.
Watch this: Imagineers Share Secrets of Disney's New Ride Technology
09:28
Rock 'n' Roller Coaster starring The Muppets is now openWhile MuppetVision 3D closed last year to make way for an entire land themed around the Monsters Pixar movies at Hollywood Studios, the Muppets are being moved to the Rock 'n' Roller Coaster. That overlay didn't take long to complete -- Rock 'n' Roller Coaster Starring Aerosmith had its last day of operation on March 1, and the Muppets-themed version opens on Tuesday, May 26.
"The legendary ride roars back to life with a rock-charged remix that drops guests straight into the middle of The Electric Mayhem's biggest night yet. With high-speed thrills, a pulse-pounding soundtrack, and a VIP list like no other, this reimagined attraction hits all the right notes," the Disney Parks Blog posted on April 16.
CNET's Bridget Carey went behind the scenes to explore the technology used to update the Rock n Roller Coaster and bring the Muppets characters to life.
Concept art of the Monsters, Inc. suspender coaster.
Disney/PixarReplacing the old Muppets area of Hollywood Studios, meanwhile, Monstropolis -- home of the Monsters, Inc. movies, shorts and Disney Plus streaming series -- will feature Disney's first suspended roller coaster inside the city's laugh/scream factory.
"The first time I saw Monsters, Inc., all I wanted to do was ride on one of those doors like Mike and Sulley," Disney Experiences Chair Josh D'Amaro said at D23 in 2024. "Remember in the movie how those claws grab the doors and hoist them up into the air to take them away? We're doing that too. And you're going along for the ride." This TikTok shows the design concept for the Monsters Inc. ride.
MuppetVision 3D closed permanently a year ago, on June 8, 2025, but we don't expect Monstropolis to be complete for another year or two. Bridget also visited the Monsters area under construction, and you can watch her whole video on the new land below.
Watch this: I Went Inside Disney's Monsters Land Under Construction. Here's What I Learned
01:25
Disneyland's 70th anniversaryDisneyland continues its celebration of its 70th anniversary, following its kick-off in May 2025, for much of the summer. Its last day is Aug. 9, 2026 -- after which the parks will transition to Halloween decor on Aug. 21, then the holidays on Nov. 18, before fully returning to its natural state in early 2027.
There are many 70th anniversary shows to see, including the Paint the Night parade, Celebrate Happy Cavalcade and the Wondrous Journeys fireworks and projection show on the castle. Mickey and friends are also wearing 70th celebration outfits.
You can catch 70th anniversary-themed merchandise, food and drink items as well as a projection show at Carthay Circle and a 50-foot sculpture of Sleeping Beauty Castle on the esplanade between Disneyland and California Adventure; you can also find decorations sprinkled throughout Downtown Disney, Main Street USA, Disney's hotels and even inside rides.
Disneyland's Paint the Night parade.
Disney ParksSoarin' Across America, coast to coast Disney ParksAt Disney's California Adventure and Disney World's Epcot, the Soarin' Around the World attraction is getting a US-themed makeover. Soarin' Across America will arrive on July 2, 2026, and will feature scenes, sounds and scents from more than a dozen cityscapes and scenic areas.
Disney released a trailer starring Patrick Warburton, the original Soarin' narrator and pilot, in which he says we'll soon "sail across spacious skies" and may see "amber waves of grain" and "purple mountain majesties." It's part of Disney's celebration of America's 250th anniversary.
Juneteenth at Disneyland Disney ParksOn June 19, Downtown Disney will host Disney on the Yard Presents Yardfest: Part of Celebrate Soulfully, which celebrates HBCUs, including performances by drum majors.
This event on Juneteenth kicks off the Celebrate Soulfully: Summer Vibes celebration, which goes from June 19 until July 19 to celebrate Black music, food, art and culture. Concerts will be held on certain days at Paradise Gardens in California Adventure, as well as "special character encounters and live variety acts" on Fridays and Saturdays, per Disney.
Bluey has arrived at Disneyland Disney ParksBluey and her family are now hosting a stage show and themed area at the original Disney park. Debuting in March, Bluey's Best Day Ever is located at the Fantasyland Theatre next to Mickey's Toontown, which has been transformed into Bluey's school classroom and grounds, including a gnome village and fairy garden.
Bluey and her sister, Bingo, appear several times each day, along with actors and musicians, to "bring to life the popular music and games emblematic of beloved Bluey episodes." Those games will include "keepy uppy" and the "grannies," as well as appearances by Chattermax and Unicorse.
There are also puzzles, games and photo ops throughout the Bluey area, and Disneyland is serving up Bluey-themed foods at Troubadour Tavern.
The hugely popular Australian cartoon about a family of dogs is a worldwide hit, and Disney is slated to release a Bluey movie in 2027. (In the meantime, you can watch Bluey episodes and minisodes on Disney Plus.)
Star Wars Galaxy's Edge: Old characters, new Mandalorian missions Disney ParksNew characters have begun roaming around the Star Wars-themed lands in Disneyland, as the area "expands its timeline" to include Luke Skywalker, Leia Organa and Han Solo. The original trio of Star Wars main characters arrived in Batuu on April 29 and are now interacting with guests and other characters.
To help tie them in with the more modern Star Wars land, there are also new props, merch, graphics and music (featuring the legendary John Williams score) in Galaxy's Edge.
"Black Spire Outpost will roll back in time several decades, thoughtfully introducing beloved characters from across the Star Wars timeline," the Disney Parks Blog announced in April. "Each era will be brought to life with the same care and attention to detail that the land was originally designed with, masterfully weaving together stories from across time and space in one location."
Darth Vader has also joined the fun, and you can still see Ahsoka Tano, The Mandalorian, Grogu, Rey, Chewbacca and R2-D2.
Over in Tomorrowland, Space Mountain has transformed into Hyperspace Mountain for a limited time.
Disneyland (and Hollywood Studios at Disney World) has also now added Mandalorian and Grogu missions to the Millennium Falcon: Smuggler's Run ride in Star Wars: Galaxy's Edge, tying in with the release of The Mandalorian and Grogu in cinemas. The new missions launched on May 22.
Discounted summer Disney ticketsDisneyland now has a Kids' Summer Ticket deal, with a one-day Park Hopper ticket costing $50 per child, ages 3 through 9. It can be used until Sept. 7.
Disneyland is also adding (and removing) a Magic Key option: The Explore Key will replace the Enchant Key. All California residents will be able to purchase it -- not only Southern California residents. It will allow access on weekdays in June and July, which were blocked out for Enchant Key holders. The Explore Key costs $999, with a $99 down payment and 0% APR on repayments for 12 months. Disney said its "full value" can be unlocked in just four visits to the parks, thanks to Park Hopper admission, 25% off parking, Lightning Lane Multi-Passes and 10% off merchandise and dining.
Disneyland's World of Color 70th anniversary show.
Disney ParksFor what Disney World is calling Cool Kids' Summer, it's offering two free nights and two free theme park days when you buy a four-night, four-day Disney hotel and ticket package for a visit from May 26 through Sept. 15. You can also save up to 30% on some Disney hotels between May 1 and Oct. 4.
Also part of Cool Kids' Summer is a free day at a Disney World water park (Typhoon Lagoon or Blizzard Beach) on your check-in day when staying at a Disney hotel between May 26 and Sept. 8; and a free dining plan for kids aged 3-9 when you buy a dining package for guests over 10 and a room at a Disney hotel.
And if you have an iPhone, Apple has just announced that when the new iOS 27 drops later this year, you'll be able to use your Apple Wallet for Disney World tickets, reservations and events.
California Adventure celebrates 25 yearsThe second Disney theme park built in Anaheim opened 25 years ago on Feb. 8, 2001. While the look of the park has changed a lot over those years, California Adventure has a few ways it's celebrating the quarter-century milestone: It's switching the Soarin' attraction back to Soarin' Over California until July 1; dressing Mickey Mouse and Minnie Mouse on Buena Vista Street with new outfits, featuring sun motifs like the one originally on the roller coaster; and offering anniversary-themed food items, merchandise and drinks.
Disneyland expansion: Avatar area begins construction Concept art showing an aerial shot of the Avatar-themed area coming to Disneyland Resort.
DisneyDisneyland is finally expanding after unveiling plans almost five years ago. The expansion is expected to take a couple of years to complete and will push the park's current boundaries past Downtown Disney and into the nearby parking lots. It'll also transform "a portion of the current Hollywood Backlot area," leading to the closure of the Monsters Inc. attraction permanently in 2027.
The biggest part of the expansion will be adding an Avatar-themed land, based on the second film, The Way of Water, as well as Avatar: Fire and Ash. It will include a dark boat ride much like Pirates of the Caribbean, "taking guests all the way to the wide-open seas of Pandora."
It follows the success of the world of Pandora, based on the original Avatar film, in Disney World's Animal Kingdom. Disney has no dates or details yet on when it'll be complete.
Coming sooner than the Avatar land, however, is a new esplanade entry "experience" to replace the current walkway entry at the east side of Disneyland, as well as a new parking structure and pedestrian bridge over Harbor Boulevard. Construction on this begins in the fall.
Concept art of the new pedestrian bridge that will cross Harbor Boulevard.
DisneyA Coco ride is coming to California AdventureIt won't be launching this year, but construction has begun backstage at California Adventure to build a new dark ride. It'll be themed for the beloved Pixar movie Coco and populated by audio-animatronics.
The Coco ride will be located in the area near Pixar Pier and Paradise Gardens, in what is primarily backstage areas for cast members currently. It'll have characters and music from the movies as you travel through the land of the dead with Miguel.
Concept art for the new Coco ride.
Disney/PixarTwo more Avengers Campus rides Avengers Campus already has two rides: Spider-Man Web Slingers and Guardians of the Galaxy. Soon, this will double as Disney builds two more Marvel attractions at California Adventure.
"We're doubling the size of the land with two new attractions," a structural engineer said in a video posted to Walt Disney Imagineering's Instagram account on Feb. 26. The engineer showed off how the Avengers Infinity Defense structure is looking now, including its columns, foundations and a catwalk that will "support projectors, speakers and other types of show elements."
Avengers Infinity Defense will see you assemble alongside the Avengers, battling King Thanos -- set in a multiverse -- featuring appearances by Black Panther, Ant-Man and Hulk.
Concept art of the Avengers Infinity Defense attraction coming to California Adventure.
DisneyStark Flight Lab, the second ride, will see you help test Tony Stark's latest tech.
"In Stark Flight Lab, guests will sit in 'gyro-kinetic pods' and roll along a track before stopping in front of a giant robot arm," Disney said. "This robot arm will hoist you into the air where you'll make several high-speed maneuvers inspired by Iron Man and some other Avengers."
Construction began in 2025, but no launch dates have been revealed yet.
Villains Land at Disney WorldWhile it won't be ready in time for 2026, construction is well underway for Disney's first villains-themed area. Villains Land, which will celebrate all the classic baddies from Disney films, is coming to the Magic Kingdom at Disney World in Florida.
Imagineers have been drawing inspiration from architectural structures in Paris and Barcelona -- like Gaudí's buildings in the latter -- to design Villains Land, Disney revealed during Destination D23 in August 2025.
Concept art for the new Villains Land.
Disney"Paris is a city full of classic Art Nouveau ... natural motifs and swirling designs there make nature appear to be 'cursed,' like magic has frozen it into place," Disney said on its Parks Blog. "Barcelona's art style is Modernisme, which has less natural patterns but gives the architecture an otherworldly, unnerving appearance."
Villains Land, first teased during D23 2022, will be positioned on the other side of Big Thunder Mountain at the top left edge of the current Magic Kingdom map and will stretch around to where the Haunted Mansion is.
Two major attractions are planned, along with dining and shopping. Still no word yet on when it'll open.
First peek at Piston Peak Piston Peak National Park: the setting for the new Cars-themed land at Magic Kingdom.
Disney ParksThe Rivers of America and Tom Sawyer Island at Disney World's Magic Kingdom have been closed and removed from the online map, as Disney works to construct a new land themed after Pixar's Cars movies. Cars Land, which was added to Disney's California Adventure back in 2012, remains extremely popular in the west, so it was only a matter of time before it was added to the eastern outpost.
In an expansion of Frontierland -- which also includes Tiana's Bayou Adventure and Big Thunder Mountain Railroad -- Route 66 will feature a look inspired by the Rocky Mountains and the "American Frontier and its national parks."
The Disney Parks Blog described the new area as "an awe-inspiring wilderness filled with towering trees, snowcapped mountains, breathtaking waterfalls, roaring rivers and impressive geysers." Disney Imagineers are "using a style of architecture called 'Parkitecture,' which was developed by the National Park Service to create structures that harmonize with the natural environment."
Concept art of the Cars rally race attraction coming to Disney World.
DisneyThere will be two attractions, one of which is a rally race. Pixar Chief Creative Officer Pete Docter and Imagineer Michael Hundgen spoke about the new ride vehicle for this, and you can see a TikTok of Imagineers testing out off-road vehicles in the Arizona desert to create what the ride will feel like. Each rally car will have its own personality, name and racing number, Docter said.
"These are all things Lightning McQueen and Mater haven't experienced before, like racing over rocky terrain, ascending to mountain peaks and dodging around geysers -- how do you take these real-world elements and put a Cars spin on it?" Disney Parks said in a previous blog post.
While construction has begun and Disney has even released a map showing what the land may look like (geysers shooting water, a running river, an off-road rally track, mountains, a visitor's lodge, a Ranger HQ and walking trails), we don't expect Piston Peak to open until at least 2027 or 2028.
Tropical Americas Land at Animal Kingdom Concept art of Tropical Americas.
DisneyAnimal Kingdom's DinoLand USA area is no more, with the area on the Disney World map now a blank sea of grass as Disney slowly builds out the new Tropical Americas Land.
Construction began in the fall of 2024, with TriceraTop Spin and the midway area closing down in January 2025. The Dinosaur ride remained open until Feb. 1 this year, but has since closed its doors as it's transformed into a new Indiana Jones ride through a Maya temple (a relatively easy overlay since Disneyland's Indiana Jones reportedly follows almost exactly the same ride track as Disney World's Dinosaur).
The Pueblo Esperanza area will be themed like a South American village, with an Encanto-themed attraction, where you get to explore Antonio's rainforest room inside the Casita, as well as a huge quick-service dining location, a fountain and a carousel.
Tropical Americas is planned to open in 2027.
Disney Cruise Line: New shipsDisney has been all in on launching cruise ships over the last few years, including the Disney Wish in 2022, the Disney Treasure in 2024 and the Disney Destiny in 2025.
The Disney Adventure sailed on its maiden voyage from Singapore on March 10, the first of four new ships set to embark soon. Disney's next cruise liner, the Disney Believe, was unveiled by new CEO Josh D'Amaro on March 18.
"The Disney Believe will bring to life the magical worlds of Encanto and Frozen, the wishing wells of Snow White and the Seven Dwarfs, and the depths of the sea with Moana and The Little Mermaid," Disney said.
The Disney Believe is expected to set sail in late 2027. The other ship names and destinations have yet to be revealed, but they're expected to sail before 2031.
Watch this: Imagineers Share Secrets of Disney's New Ride Technology
09:28
Everything else new at Disneyland and Disney World in 2026Here's what else is new and coming soon to the theme parks:
A 3D-printed boat was added to the Jungle Cruise ride in January.Buzz Lightyear's Space Ranger Spin at the Magic Kingdom has new ride vehicles with video monitors and two handheld blasters featuring always-on lasers in two different colors (so you can finally see which laser is yours). It also got a new opening scene starring Buddy the friendly robot, and static Z targets light up when you hit them. The ride reopened on April 8.Big Thunder Mountain Railroad reopened on May 3 at Magic Kingdom after a lengthy refurbishment.Disney World's water park Blizzard Beach reopened on Feb. 15, and Typhoon Lagoon reopened on May 12.Kids' summer shows at Disneyland include Disney Friends Dance Party at Hollywood Land in Disney California Adventure, and Stitch's Interplanetary Beach Party Blast at Tomorrowland Terrace in Disneyland.Bluey and Bingo meet-and-greets are happening at Disney World at the Conservation Station at Animal Kingdom as part of the Cool Kids' Summer celebration, which goes until Sept. 8.Cinderella Castle at Magic Kingdom is being repainted in its original theme colors: gray, cream, blue and gold.From July, you'll be able to book a wedding at the Haunted Mansion in Disneyland. Weddings will be hosted at the courtyard right outside the mansion's front doors. The area can seat up to 25 guests. However, it doesn't include thematic midnight ceremonies -- you can only host your wedding there in the early morning before park opening. Other new Disneyland wedding venues include the Magnolia Park Gazebo (right outside Tiana's Palace), Magnolia Park Terrace (right outside the new Haunted Mansion queue) and Fantasy Faire Garden (opposite the castle).Following the release of the Walt Disney animatronic at Disneyland, Disney announced that a similar animatronic will be added to Disney World's Carousel of Progress at Magic Kingdom in a new introductory scene to the ride. Concept art of the overhauled version of Buzz Lightyear's Space Ranger Spin, which will have two different colored lasers in each ride vehicle.
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) is expanding its Nevada gold portfolio as part of a strategy designed to complement its core Bitcoin treasury and mining operations. In this interview with Proactive, chief executive Hewie Rattray discusses the rationale behind the company's latest project acquisitions and how management sees gold supporting long-term Bitcoin accumulation. Watch the interview below, followed by the full transcript.
Proactive: Hello, you are watching Proactive. I'm joined by Hewie Rattray, the CEO of London BTC Company. Hewie, very good to speak with you. You've moved remarkably quickly from announcing a US gold hedge strategy to staking two Nevada projects within days. Why was now the right time to add gold to the story, and what gap does it fill alongside your Bitcoin treasury and mining operations?
Hewie Rattray: Currently, with the Bitcoin market as it is and many investors taking a risk-off approach, we wanted to pursue another strategy that made sense alongside Bitcoin. Gold is a natural fit for us in Nevada because most of the board has significant experience in the sector. This is our second project under the gold strategy and there will be more to come. We're investing capital into the strategy and believe investors will understand the relationship between Bitcoin and gold and why it makes sense.
Proactive: Both projects sit near major gold operations and appear to have seen little modern exploration. What was it about Huntington-Whitman and Amonett-Frank that convinced you these were opportunities worth pursuing?
Hewie Rattray: These areas hosted producing mines historically and are located near major producers operating today. They haven't been tested with modern exploration techniques. Gold has rallied strongly over the last year, improving economic viability in these regions. We want to capitalise on that opportunity and determine the best route to monetisation, whether through infrastructure development, royalties or other arrangements. We know there is gold in the ground and now it's about identifying the optimal strategy.
Proactive: The rock-chip grades at Amonett-Frank are eye-catching, but investors know early-stage projects come with risk. What milestones should they focus on over the coming months?
Hewie Rattray: Staking is a low-cost way to secure exposure and should be viewed as a useful indicator rather than proof. Several milestones are coming over the next few months that will help validate the assets. Investors should focus on the results and management commentary to understand how we plan to develop these opportunities.
Proactive: Should investors expect London BTC to remain primarily a Bitcoin miner and treasury company with a gold hedge, or do you see an opportunity to build a platform offering exposure to both digital and physical stores of value?
Hewie Rattray: We're still a Bitcoin-first company, but we're actively building a differentiated listed platform that provides exposure to scarce assets. The ultimate goal of the gold strategy is to monetise those assets and reinvest the proceeds into Bitcoin. We're seeking a different route to building our Bitcoin balance sheet rather than simply raising capital and purchasing Bitcoin directly. There are multiple ways to monetise these assets and rotate capital back into Bitcoin.
Proactive: What should investors be watching for next?
Hewie Rattray: We're going to continue executing the strategy we've demonstrated this week. There are additional projects under review and we'll announce developments when appropriate. We expect to be very active throughout the summer and anticipate this being our busiest period in around a year. It's an exciting time for the company.
Proactive: Hewie, thank you very much for your time today.
Arizona Gold & Silver Inc (TSX-V:AZS, OTCQB:AZASF, FRA:A9J0) earlier this week announced the launch of a new drill program at its Silverton Project in Nevada, targeting a large antimony system that management believes could also enhance the prospectivity of a deeper Carlin-style gold deposit.
Speaking with Proactive, CEO Mike Stark said the company has initiated a 27-hole reverse-circulation drilling campaign designed to test a sizeable antimony target measuring roughly 900 metres in length and 400 metres in width.
Stark said Silverton, located east of Tonopah, was initially acquired and explored for its potential to host a Carlin-style gold deposit. However, recent work has highlighted an additional opportunity in antimony, a critical mineral that has attracted growing attention from governments and industry participants due to supply chain concerns.
According to Stark, surface sampling conducted in October returned encouraging results from 28 samples, with grades reaching as high as 7.9% antimony. He said the upcoming drilling program is intended to determine whether those surface values extend across a meaningful area and could support the definition of a substantial mineralized system.
The CEO noted that antimony prices have risen above US$60 per pound, reflecting strong demand and limited supply. He added that the US government is actively seeking secure domestic sources of critical minerals, potentially increasing the strategic value of projects capable of supplying antimony within North America.
A key catalyst for investors will be the results of the current drill campaign. Positive intersections could not only confirm the scale of the near-surface antimony target but also improve the geological case for a deeper gold system.
The initial drilling will focus on shallow depths of approximately 30 to 45 metres, reflecting the near-surface nature of the antimony mineralization identified through sampling. The program is expected to be completed within approximately six weeks.
Looking ahead, Arizona Gold & Silver plans to case three drill holes so they can be used in a future core drilling program targeting an IP anomaly at depth. That future work would test the potential Carlin-style gold target approximately 900 feet below surface.
Investors will now be watching for assay results from the current campaign, which could provide important insight into both the antimony opportunity and the broader exploration potential of the Silverton Project.
The Amplify Seymour Cannabis ETF (NYSEARCA:CNBS) sits at the awkward intersection of a thematic sector bet and an income wrapper. CNBS holds a concentrated basket of cannabis operators, and its distribution profile is shaped almost entirely by one name: a struggling REIT. With CNBS trading near $29 and an expense ratio of 0.76%, anyone considering CNBS for income needs to understand that the fund’s payout sustainability hinges on a single tenant-stressed cannabis landlord rather than on a diversified pool of dividend payers.
Where the Income Actually Comes From Cannabis is a growth-stage sector, and that shows up in CNBS’s holdings. Of the four named positions, only one writes a meaningful check to shareholders. Innovative Industrial Properties (NYSE:IIPR) pays $7.60 annually, currently yielding roughly 12.3% on its own share price. The three large multi-state operators in the fund, Trulieve, Green Thumb, and Cresco Labs, pay nothing. Green Thumb returns capital exclusively through buybacks, repurchasing roughly 29 million shares for about $200 million since September 2023. That is shareholder-friendly, but none of it flows into CNBS distributions.
What that means in plain terms: CNBS’s distribution rides on IIPR. If IIPR cuts, the fund’s payout shrinks materially.
The IIPR Problem IIPR’s dividend has held steady at $1.90 per quarter for eight straight quarters, and the company has never cut. That track record matters. The issue is current coverage.
In Q1 2026, IIPR reported AFFO of $1.88 per share against a $1.90 dividend, an AFFO payout ratio of roughly 101%. The dividend is, by a hair, exceeding the cash metric it is supposed to be funded from. Operating cash flow of $56 million barely covered the $54.9 million quarterly dividend, and for full-year 2025, OCF of $198.2 million fell short of $219.5 million in distributions. That is the definition of a stretched payout.
The pressure is real. Tenants PharmaCann, 4Front Ventures, and Battle Green are in default, costing about $6.9 million in Q1 revenue, and the top 10 tenants account for 67% of base rent. IIPR also faces $291.2 million in unsecured notes maturing in May 2026, with CEO Alan Gold pursuing nearly $130 million in additional debt to refinance. Interest expense jumped to $6.4 million from $4.5 million year over year.
There is one offset worth naming. IIPR’s up-to-$270 million IQHQ life-science investment is already generating $5 to $6.7 million per quarter in interest and dividend income, providing diversification away from cannabis tenants. And the April 2026 reclassification of medical cannabis to Schedule III removes the 280E tax burden for IIPR’s tenant base, which should improve their ability to pay rent.
Price Performance and the Total Return Picture Any income discussion has to confront what CNBS has done to capital. Shares are up roughly 97% over the past year on rescheduling optimism, but the five-year picture is brutal: down about 86%. The underlying names tell the same story. Cresco Labs trades at $0.82, down roughly 93% over five years, and burned $13.2 million in free cash flow last quarter while servicing a $325 million term loan at 12.5%.
The Verdict CNBS functions as a growth and regulatory-catalyst vehicle that happens to carry a distribution. Its distribution is a byproduct of holding IIPR, whose payout is currently uncovered by AFFO, threatened by tenant defaults, and pressured by a near-term debt refinancing. Polymarket traders currently assign just a 27% probability of full rescheduling by year-end 2026, so the regulatory rescue is not a sure thing on any near-term timeline.
Owning IIPR directly offers investors who want cannabis exposure with a side of income a more transparent 12.3% yield, with the risks unfiltered by a fund wrapper. CNBS makes sense for thematic upside, with the distribution treated as a secondary consideration rather than a reliable income stream.
Whenever I can buy an elite dividend machine with major macro tailwinds at a big discount, I jump at the opportunity. I list 3 of these rare compelling buying opportunities in this article. I also detail their investment theses.
Companies that are innovating with artificial intelligence (AI) have been rewarded by the market, even though volatility hasn't faded. Shares in Lemonade (LMND +0.54%) might be down 20% in 2026 (as of June 11), but they have skyrocketed 194% in the past three years.
That's a notable winning streak that can catch the attention of the investment community.
This fintech stock is betting it all on AI insurance. Should investors buy shares today?
Image source: The Motley Fool.
Growth is not an issue for Lemonade The insurance industry is one of the oldest. Lemonade wants to bring it into the digital age. By integrating AI and machine learning capabilities throughout its organization, the business aims to provide its customers with a superior experience.
Lemonade operates with a direct-to-consumer and purely digital model. The company says that individuals can sign up for a new policy (using a tool called AI Maya) in as little as 90 seconds. For existing policyholders, more than half of claims are paid out instantly (using AI Jim). There is minimal human intervention, as these processes are increasingly being automated.
The growth trends prove that this business model has found remarkable product-market fit. During the first quarter (ended March 31), Lemonade reported a 23% year-over-year jump in customers to over 3.1 million, while its in-force premium surged 32% to $1.3 billion. Revenue was up 71%.
Lemonade started out in 2015 by only offering renters and homeowners insurance. Today, its product suite has expanded to include car, pet, and term life insurance. Besides the U.S., it serves customers in Europe.
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Waiting for consistent profits While Lemonade stock caters to growth investors, it has not yet reached profitability. The net loss was a reported $165.5 million in 2025. The consensus view among analysts is that Lemonade will generate positive GAAP net income in 2028. Investors will need to be patient.
However, the business is making progress.
The net loss ratio, which Lemonade defines as the "ratio of losses and loss adjustment expense, less amounts ceded to reinsurers, to net earned premium," improved to 63% in Q1 from 82% in the year-ago period.
Management is forecasting positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in the fourth quarter, which would be a first for the company.
These are encouraging trends. The leadership team must continue to run the business with operational and risk discipline to become profitable sooner rather than later. Efficiency gains from AI, demonstrated by surging in-force premium per employee, help to control costs.
As is the case with any early-stage and unprofitable company, Lemonade presents investors with a high-risk/high-reward opportunity. Only those who are comfortable with more uncertainty should consider buying shares. Even then, perhaps Lemonade should be limited to 1% of a diversified portfolio.
, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced new data from the Phase 1 AJX-101 study showing that its investigational type II JAK2 inhibitor (AJ1-11095) demonstrated an encouraging safety profile and promising clinical activity in patients with myelofibrosis who have been failed by a type I JAK2 inhibitor. This first-in-class type II JAK2 inhibitor was designed to selectively bind the type II conformation of the JAK2 kinase in order to potentially provide greater efficacy than existing therapies and a novel treatment option for patients who become resistant to type I JAK2 inhibitors. Lilly recently added this program to its pipeline following the completion of the acquisition of Ajax Therapeutics, Inc.
These data will be highlighted in an oral presentation at the 2026 European Hematology Association (EHA) Annual Meeting taking place in Stockholm, Sweden (Abstract number: S218) and featured in the meeting's press program.
"Patients with myelofibrosis who have been previously treated with an existing type I JAK2 inhibitor face very limited treatment options, highlighting an urgent need for new therapies," said John Mascarenhas, MD, professor of medicine, Icahn School of Medicine at Mount Sinai and principal investigator of the AJX-101 study. "These early clinical findings suggest that selective targeting of the type II conformation of JAK2 may provide a differentiated approach. With an encouraging safety profile, meaningful spleen size reduction, symptom improvement, and decrease in underlying mutant disease burden, these data, while early, point to the potential to meaningfully impact treatment options for people with certain myeloproliferative neoplasms."
AJX-101 is the first clinical trial to evaluate a type II selective JAK2 inhibitor in patients with myelofibrosis. The trial enrolled 23 patients across five dose levels (25, 50, 75, 100, and 125 mg once daily) in its dose escalation phase. Patients had received a median of two prior therapies, and all had previously received a type I JAK2 inhibitor. The trial enrolled patients across all major myelofibrosis subtypes and driver mutations.
AJ1-11095 demonstrated responses across the standard efficacy endpoints of spleen volume reduction and symptom improvement.1 The SVR35 rate, a reduction in spleen volume of at least 35%, was observed as best response in 70% of patients. The TSS50 rate, indicating at least a 50% improvement in symptom burden, was also seen in 70% of patients at week 12. In addition, reductions in driver mutation variant allele frequency (VAF) were observed in 21 out of 23 patients. Among the 17 patients who reached week 24 of treatment, 59% saw a reduction of 20% or greater and 35% saw a reduction of 50% or greater, including JAK2, MPL, and CALR type 1 and type 2 mutations. VAF reductions are uncommonly observed with existing type I JAK2 inhibitors.2
The overall safety profile for the medicine was generally manageable. No dose-limiting toxicities were observed, and most patients enrolled in the dose escalation phase remain on study (78%).3 The most common treatment-emergent adverse events across all dose levels included anemia, dysgeusia, decreased platelet count, and increased alanine aminotransferase.
"The depth of response seen across spleen, symptoms, and VAF from these early phase results is in excess of what has been seen historically in this disease setting," said Jacob Van Naarden, executive vice president and president of Lilly Oncology. "These data provide clear proof of concept for what this selective type II JAK2 inhibitor could mean for patients with myelofibrosis and shed light on the conviction we brought to the acquisition of Ajax. With this program now officially part of Lilly's pipeline, we are committed to rapidly advancing it through clinical development and further exploring its potential to meaningfully improve outcomes for people with myeloproliferative neoplasms across a range of disease settings."
AJ1-11095 is currently being evaluated in an expansion cohort in second-line myelofibrosis, with plans to investigate in patients with high-risk polycythemia vera and those with myelofibrosis who have not yet received a JAK2 inhibitor. Details on the AJX-101 trial can be found by visiting clinicaltrials.gov.
About AJ1-11095
AJ1-11095 is an investigational, oral, first-in-class type II JAK2 inhibitor. AJ1-11095 is designed to bind JAK2 in its inactive conformation — an approach intended to more completely suppress the aberrant signaling that drives myelofibrosis, in contrast to currently approved JAK2 inhibitors that bind JAK2 in its active state. AJ1-11095 demonstrated superior activity compared to ruxolitinib in preclinical models of myelofibrosis. AJ1-11095 is currently being studied in AJX-101, a global, open-label, multicenter, Phase 1 study in patients with primary myelofibrosis, post-polycythemia vera myelofibrosis, or post-essential thrombocythemia myelofibrosis who have previously been treated with a type I JAK2 inhibitor, NCT06343805.
About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. P-LLY
Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are referenced in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.
Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995) about AJ1-11095 as a potential treatment for adults with myelofibrosis and other myeloproliferative neoplasms, and the timeline for future studies, regulatory submissions, presentations, and other milestones relating to AJ1-11095 and the AJX-101 clinical program, and reflects Lilly's current beliefs and expectations. However, as with any pharmaceutical product, there are substantial risks and uncertainties in the process of drug research, development, and commercialization. Among other things, there is no guarantee that planned or ongoing studies will be completed as planned or that future study results will be consistent with study results to date. For further discussion of these and other risks and uncertainties that could cause actual results to differ from Lilly's expectations, see Lilly's Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this release.
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1 May 28, 2026 data cutoff
2 Meyer SC et al Cancer Cell 2015: 28:P15-28
3 May 12, 2026 data cutoff
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower.
The PHLX chip index dropped 10% on June 5, the deepest one-day loss since March 2020, wiping roughly $1.3 trillion in sector market value. The structural AI infrastructure thesis is unchanged. Here are three names worth researching while they trade below recent highs.
This infographic presents a detailed financial overview for NVIDIA, AMD, and Broadcom as of June 10, 2026, highlighting their recent market performance, analyst targets, and key financial drivers amidst recent pullbacks. NVIDIA (NVDA) NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) trades at $200.42 as of June 10, sitting 26% below its 52-week high of $236.26. The stock is down 9% over the past month and down 7% over the past week, even as it remains up 39% over the past year.
The bull case is the Q1 FY27 report on May 20, 2026. Revenue hit $81.615 billion, up 85% year over year, with non-GAAP EPS of $1.87 versus a $1.7738 estimate. Data Center revenue reached $75.246 billion, up 92% YoY, with Networking up 199%. Free cash flow printed at $48.554 billion, and management guided Q2 to $91.0 billion in revenue at a 75% non-GAAP gross margin. CEO Jensen Huang framed the demand backdrop bluntly: “The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” Analyst sentiment skews heavily bullish, with 48 Buy and 10 Strong Buy ratings against just 1 Sell, and a consensus target of $298.42.
Risk: The Q2 guide explicitly assumes zero Data Center compute revenue from China, and management flagged a substantial cash tax increase in Q2. Export controls remain the swing factor.
Advanced Micro Devices (AMD) Advanced Micro Devices (NASDAQ:AMD) closed at $452.40 on June 10, down 17% over the past week from $542.52. Shares sit 12% below the 52-week high of $546.44, though the name remains up 111% year to date. The recent gap from highs is meaningful even after the strong YTD run.
Q1 2026 revenue came in at $10.253 billion, up 38% YoY, with non-GAAP EPS of $1.37 versus a $1.29 estimate. The Data Center segment carried the quarter at $5.775 billion, up 57% YoY, and free cash flow expanded 253% to $2.566 billion. Management guided Q2 to roughly $11.2 billion in revenue, about 46% YoY growth, at a 56% gross margin. CEO Lisa Su pointed to the MI450 pipeline: “Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations.” The signed agreement to deploy up to 6 gigawatts of AMD Instinct GPUs with Meta, including a first 1-GW custom MI450 build, anchors the multi-year thesis.
Risk: Valuation runs hot at a P/E near 179 and a forward implied P/E of 99. Export controls and hyperscaler capex digestion remain live risks.
Broadcom (AVGO) Broadcom (NASDAQ:AVGO) is the most aggressive pullback of the three. Shares trade at $372.10 as of June 10, down 22% over the past week from $479.23 and off 13% over the past month. The stock sits 5% below its 52-week high of $495 after the post-earnings reset.
The fundamentals behind that selloff are strong. Q2 FY26 revenue was $22.187 billion, up 48% YoY, and non-GAAP EPS of $2.44 marked the eighth consecutive EPS beat. AI semiconductor revenue reached $10.80 billion, up 143% YoY, with free cash flow of $10.262 billion at 46% of revenue. CEO Hock Tan guided forward growth: “In Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion.” Consolidated Q3 revenue guidance of $29.4 billion implies 84% YoY growth. Analyst targets average $522.06 with 92% bullish sentiment, and Benzinga noted that single-session declines of over 15% have occurred only three times in company history, each preceding strong 6-12 month returns.
Risk: The June selloff hinged on the AI guide coming in below the $17.2 billion whisper number, alongside declining gross margin outlook. Post-VMware leverage and hyperscaler concentration amplify any miss.
What to Watch Next The June pullback compressed valuations across the three primary AI compute, accelerator, and custom silicon plays without breaking the demand curve. With NVIDIA guiding to $91 billion in Q2 revenue, AMD to 46% YoY growth, and Broadcom to 84% YoY consolidated growth in Q3, the next leg depends on hyperscaler capex commentary and whether export policy on China data center compute shifts before fiscal year ends.
Automatic Data Processing (NASDAQ:ADP | ADP Price Prediction) is a stock worth owning for decades because payroll is non-discretionary, switching costs are punishing, and the company has compounded shareholder capital through every economic regime since the Nixon administration. For a retirement-focused investor who has been burned chasing themes, ADP is the rare name that rewards patience.
Pillar 1: Durability That Borders on Infrastructure ADP processes payroll, benefits, and tax compliance for over a million clients worldwide, and once an employer wires its workforce architecture into the platform, changing providers is an operational nightmare that risks severe operational disruption. That stickiness shows up in the numbers: client revenue retention hit a record 92.1% in FY25, and Employer Services revenue grew 7% in Q3 FY26 with segment margin expanding 130 basis points to 41.1%. The business looks less like software and more like plumbing.
CEO Maria Black framed the moat plainly: “Organizations around the world trust us as their partner for their most critical workforce functions because we have the data and expertise to address the rapidly changing world of work.”
Pillar 2: Income That Compounds Without Drama ADP is a Dividend Aristocrat with over 50 consecutive years of annual dividend increases. The quarterly payout has climbed from $0.07625 in 1999 to $1.70 in 2026, and the company pays a current yield of roughly 2.83%. Management is also shrinking the share count, repurchasing $1.463 billion of stock in the nine months ended March 31, 2026.
Then there is the float. ADP holds employer payroll funds in escrow before remitting them, and that pool generated $403.9 million of interest income in Q3 FY26, up 14% year over year, on average client balances of $48.3 billion. Full-year FY26 client fund interest guidance was raised to $1.340 to $1.350 billion. That is high-margin income generated from money that is not even ADP’s.
Pillar 3: Built to Survive the Cycle Companies must pay employees in any economy, which is why ADP delivered four consecutive earnings beats and raised FY26 guidance to 10% to 11% adjusted diluted EPS growth even as U.S. pays per control grew just 1%. The stock carries a beta of 0.845 and trades at a forward earnings multiple of 19x, a reasonable price for a business that produced $4.94 billion in operating cash flow in FY25.
Over the past decade, ADP shares have returned 220.23% before counting dividends.
The One Scenario Where It Lags In a sharp falling-rate environment paired with rising unemployment, float income compresses and pays-per-control slows. ADP has lived through that combination before. The recurring fee base, sticky retention, annual price increases, and buyback machine keep the long-term compounding intact even when the float tailwind goes quiet. The dividend grew through 2008 and 2020 anyway.
For long-term holders, the historical pattern has rewarded reinvesting the dividend and tuning out short-term price action.
A Super Bowl weekend is one of the most in-demand and expensive recurring trips in American life. Tickets, airfare, hotels, meals, and ground transportation commonly run $8,000 to $15,000 per couple, so a realistic annual budget lands near $12,000. Can your portfolio can pay for one every February without ever touching principal? That is the work a $650,000 portfolio can do, and the path you choose to get there matters more than the headline yield.
The Math Behind the Annual Ticket The underlying math is straightforward: divide the annual income target by the portfolio yield to estimate the capital required. Generating $12,000 per year requires approximately $400,000 at a 3% yield, $300,000 at 4%, $200,000 at 6%, $120,000 at 10%, and $100,000 at 12%.
A $650,000 portfolio would comfortably exceed the $12,000 annual income goal across all of those yield levels. The more important question is not whether the target can be reached, but how much excess income you want, how much dividend growth you expect over time, and how much risk to principal and income stability you are willing to accept in pursuit of a higher yield.
Conservative Tier: 3% to 4% Dividend Growers This is the dividend-aristocrat lane: large-cap consumer staples, healthcare, and regulated utilities. Yields are modest, but distributions tend to grow faster than inflation.
Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) yields about 2.3% after 64 consecutive years of increases, with the latest hike lifting the quarterly payout to $1.34. Procter & Gamble (NYSE:PG) yields around 3% and just delivered its 70th consecutive annual raise, with FY26 plans for roughly $10 billion in dividends and $5 billion in buybacks.
At a 3.5% blended yield, $650,000 throws off roughly $22,750 a year. That covers a couple’s Super Bowl trip with almost $10,000 left over for off-season travel, and the income stream itself is engineered to compound.
Moderate Tier: 5% to 7% REITs and Utilities For true moderate yield, Realty Income (NYSE:O) pays a monthly $0.2705, yielding about 5.4% after 114 consecutive quarterly increases and 670 straight monthly payments. Regulated utilities in the Southeast offer a similar profile, leaning on data center demand across the Southeast.
A $650,000 sleeve at a 6% blended yield generates roughly $39,000 in annual income. The trip is funded three times over. The tradeoff is slower distribution growth and more sensitivity to long Treasury yields, which currently sit near 4.5%.
Aggressive Tier: 8% to 14% BDCs and Mortgage REITs Ares Capital (NASDAQ:ARCC) yields roughly 10% on a $0.48 quarterly payout, backed by a portfolio earning 10% on debt investments at amortized cost. A leading mortgage REIT yields about 14% on a $0.12 monthly dividend, but Q1 2026 brought a $0.17 per share net loss and a 6% drop in tangible book value to $8.38.
At a 10% blended yield, $650,000 produces $65,000 a year. That funds a Super Bowl trip, a cruise, and a European vacation. AGNC has cut its dividend twice in six years, falling from $0.18 to $0.12 monthly, and its shares still trade near $10. High current yield, real principal risk.
The Compounding Insight The cost of the trip will not remain $12,000 forever. Inflation steadily raises the price of airfare, hotels, meals, tickets, and other travel expenses. Even if general inflation moderates, travel-related costs often rise faster than the headline rate.
That is why dividend growth can matter more than starting yield. A portfolio yielding 3.5% today that increases its distributions by 6% to 8% annually could potentially double its income within a decade. By contrast, a portfolio yielding 12% that produces little growth, or experiences dividend cuts, may generate more income today but struggle to keep pace with rising costs over time. The goal is not simply to fund this year’s trip. It is to create an income stream that can continue funding future trips without losing purchasing power.
Three Moves to Make This Week Price your actual trip. Build a real budget for tickets, flights, and four hotel nights in the host city. Most readers overestimate or underestimate by thousands. Compare 10-year total returns. Run a dividend-growth basket against a high-yield basket over the last decade. The growth side usually wins on total return, even when starting yields look unimpressive. Open a dedicated “experience” account. Route distributions from a specific sleeve into one brokerage account used only for travel. When the cash is there, the trip stops feeling like a splurge.
The Schwab Fundamental International Equity ETF (NYSEARCA:FNDF) pays semi-annual distributions sourced from a basket of developed-market dividend payers outside the United States, and at roughly $54 a share the fund has quietly become a core income holding for investors who want global diversification without chasing yield. FNDF weights its holdings by fundamentals (adjusted sales, retained operating cash flow, and dividends plus buybacks) rather than market cap, which tilts the portfolio toward mature cash generators. The question for income investors is whether that fundamentally weighted screen is producing durable cash distributions or just a snapshot of yesterday’s payers. The evidence, looking through to the largest names in the fund, suggests the income stream is solid but not bulletproof.
How FNDF Generates Its Income FNDF tracks the Russell RAFI Developed ex US Large Company Index. Distributions come from dividends paid by underlying European, Japanese, UK, and other developed-market companies, net of fund expenses (historically around 0.25%). Because the methodology rewards companies that already return cash to shareholders, FNDF’s payout is structurally biased toward businesses with established distribution policies. That helps explain why the fund has tracked alongside a rebounding international tape, gaining 20% year to date and 40% over the past year, with a meaningful slice of that return arriving as cash to holders.
The Holdings That Drive the Payout A handful of mega-cap names dominate the income picture, and each tells a different safety story.
Shell (NYSE:SHEL | SHEL Price Prediction) just bumped its quarterly dividend to $0.7812 per share from $0.716, supported by Q1 2026 adjusted earnings of $6.92 billion that more than doubled sequentially. The concern is leverage: net debt climbed to $52.61 billion with gearing at 23%, and the pending $13.6 billion ARC Resources acquisition plus Pearl GTL repairs in Qatar will pressure free cash flow. The dividend itself is covered; the buyback may not be.
Novartis (NYSE:NVS) yields 3.1% and just raised its annual payment to CHF 4.77 per share. The math is tighter than it appears. Q1 free cash flow of $3.33 billion supports the dividend, but net debt jumped to $38 billion after the Avidity Biosciences acquisition, and Entresto sales fell 42% on generic competition. Kisqali and Pluvicto are offsetting, but coverage is no longer comfortable.
HSBC (NYSE:HSBC) is the weak link. Q1 EPS of $0.40 missed the $2.16 consensus by 81%, expected credit losses climbed on a $400 million fraud exposure and Middle East provisions, and CET1 slipped to 14%. The interim dividend was declared at $0.10 per ordinary share, but the cushion behind the 17%+ return-on-tangible-equity target has thinned.
Toyota (NYSE:TM) and ASML (NASDAQ:ASML) anchor the safer end. Toyota trades at 10 times earnings with a 3.6% yield and a fortress equity base. ASML raised its 2025 intended dividend 17% to €7.50 and is buying back stock under a new 2026-2028 program, with AI-driven order momentum lifting the shares 139% over the past year.
Currency, Concentration, and Total Return FNDF distributions are translated into dollars, so a weak dollar (a 2026 tailwind) lifts the payout while a stronger dollar compresses it. Geographic concentration in Japan, the UK, France, and Germany means the fund inherits each region’s payout culture: generous from European energy and pharma, semi-annual and conservative from Japan. The fundamental weighting protects holders from chasing the highest-yielding distressed names, which is exactly why HSBC’s miss does not torpedo the distribution.
The Verdict FNDF’s distribution is safe in aggregate. The fundamental screen disperses single-name risk, top holdings are mostly raising payments, and the fund’s total return is doing the heavy lifting beyond the yield. Income-focused investors who want a steadier, lower-yield alternative could pair or substitute with a Schwab dividend-equity sibling that targets higher payout consistency. But for investors who want broad international large-cap exposure with a respectable, durable cash stream, FNDF earns the benefit of the doubt.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Zscaler To Contact Him Directly To Discuss Their Options
If you suffered significant losses in Zscaler stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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NEW YORK, June 13, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zscaler, Inc. (“Zscaler” or the “Company”) (NASDAQ: ZS).
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
On May 27, 2026, the Company issued weaker-than-expected guidance and disclosed disruptions tied to sales leadership changes, despite reporting quarterly results that exceeded analyst expectations. Reports indicated that investors were concerned about slowing growth projections, weaker customer expansion, and uncertainty surrounding the Company’s sales execution and outlook. Following this news, Zscaler’s stock suffered its steepest single-day decline since going public.
On this news, Zscaler’s stock price fell $58.19, or 31.52% to close at $126.41 per share on May 27, 2026.
To learn more about the Zscaler investigation, go to www.faruqilaw.com/ZS or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Zscaler Securities Investigation:
What is the Zscaler securities investigation about?
The investigation concerns whether Zscaler misled investors regarding its growth outlook, sales execution, customer expansion trends, and the impact of sales leadership changes before issuing weaker-than-expected guidance.
Who may be eligible to participate in the investigation?
Investors who purchased Zscaler (NASDAQ: ZS) stock or options and suffered losses, particularly following the May 27, 2026 stock decline, may have legal rights and should evaluate their options.
What is a lead plaintiff, and how can I seek appointment?
If a securities class action is filed, a lead plaintiff represents the interests of other investors and helps oversee the litigation. Eligible investors may seek appointment by filing a motion before any court-imposed deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Zscaler securities may contact the firm to discuss their legal rights and potential claims at no cost or obligation.
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WILMINGTON, Del.--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) today announced updated clinical data from two Phase 1 studies evaluating the safety, tolerability and efficacy of INCA033989, a first-in-class mutant calreticulin (mutCALR)-targeted monoclonal antibody, in patients with mutCALR-expressing myeloproliferative neoplasms (MPNs). INCA033989 demonstrated rapid, clinically meaningful responses and consistent molecular activity across both myelofibrosis (MF) and essential thrombocythemia (ET), with convergent evidence supporting the potential for disease modification.
“The data presented at EHA 2026 demonstrate clinically meaningful and consistent responses with INCA033989 across both myelofibrosis and essential thrombocythemia,” said Pablo J. Cagnoni, M.D., President of Incyte and Global Head of R&D at Incyte.
Share These findings are being presented in oral and poster presentations at the European Hematology Association (EHA) 2026 Congress in Stockholm, Sweden (Session: Myeloproliferative neoplasms – Clinical, Presentation numbers: S216, PS1983, PF884).
“The data presented at EHA 2026 demonstrate clinically meaningful and consistent responses with INCA033989 across both myelofibrosis and essential thrombocythemia,” said Pablo J. Cagnoni, M.D., President of Incyte and Global Head of Research and Development. “What distinguishes INCA033989 is its potential to deliver disease control while targeting the biology that drives it. We remain on track to initiate our pivotal ET study by mid-2026 and are actively engaging regulators on a pivotal MF program.”
Results in Patients with Myelofibrosis (MF)
The safety, tolerability, and efficacy of INCA033989 in Type 1 and non-Type 1 patients with MF harboring a CALR mutation is being evaluated in two ongoing Phase 1 studies. Results demonstrate that INCA033989 delivers broad, clinically meaningful improvements across spleen volume, symptom burden and anemia in patients with MF. As a monotherapy and in combination with ruxolitinib, INCA033989 had a manageable safety profile and the majority of patients remained on treatment – no dose-limiting toxicities were observed, and a maximum tolerated dose was not reached.
Monotherapy: INCA033989 was evaluated as monotherapy in patients who were resistant, refractory or intolerant to JAK inhibitor treatment after >12 weeks (JAK R/R/I), or ineligible to JAK inhibitor therapy. The dose escalation cohort evaluated INCA033989 from 24-3500 mg, and the dose expansion cohort evaluated 250 mg and 2000 mg.
INCA033989 monotherapy demonstrated durable clinical benefit, with clinically meaningful improvements across spleen volume, symptoms and anemia across both JAK R/R/I and JAK ineligible patients.
Spleen Volume Reduction (SVR): Rapid and robust spleen volume reductions were observed in patients, with 55% (38/69) and 39% (27/69) of patients achieving the best SVR25 and SVR35 reduction, respectively. At Week 24, 27% (17/62) patients achieved SVR35, including 47% (8/17) JAK ineligible and 20% (9/45) JAK R/R/I. Robust responses were observed in JAK ineligible patients regardless of mutation type (60% [6/10] Type-1 vs. 29% [2/7] non-Type 1). In JAK R/R/I patients, clinically meaningful reductions were observed in 31% (8/26) of Type-1 patients across all evaluated doses at Week 24, and 33% (1/3) of non-Type-1 patients evaluated at 2500 mg, the highest evaluated dose. Symptom Improvement: Improvements in symptoms were also observed in the majority of patients, with 53% of patients achieving at least a 50% best TSS reduction (TSS50). At Week 24, 32% of patients achieved TSS50, including 29% and 33% of JAK ineligible and JAK R/R/I patients, respectively. Anemia: Rapid and durable anemia improvements were observed in most patients, with anemia response occurring in 60% of evaluable anemic patients, and 52% of patients achieved a major anemia response. Improvements in anemia were observed across patients regardless of prior JAK exposure, including 63% of JAK R/R/I patients and 55% of JAK ineligible patients. Molecular: Consistent reductions in variant allele frequency (VAF) were observed across most patients, regardless of prior JAK exposure and mutation type, with 89% of patients achieving a reduction in whole blood mutCALR VAF (Type 1: 90%, Non-Type 1: 88%), and 81% of patients achieving a ≥25% reduction in mutCALR peripheral blood mononuclear cells (PBMC) from baseline (Type 1: 62%, Non-Type 1: 38%). INCA033989 was generally well-tolerated, with 84% (70/83) of patients remaining on therapy at the time of the data cut off. Treatment emergent adverse events (TEAEs) occurred in 92% (76) of patients, with 27% (22) of patients experiencing Grade ≥3 TEAEs, the most frequent of which were cytopenias. No dose-limiting toxicities were observed, and discontinuations due to TEAEs were limited (n=2).
Combination therapy: INCA033989 (dose range: 70 to 2,500 mg) was evaluated in combination with ruxolitinib in patients with MF who experience a suboptimal response to ruxolitinib monotherapy. INCA033989 demonstrated additive, multi-domain clinical activity in patients when administered in combination with ruxolitinib.
SVR: At Week 24, 55% (11/20) and 30% (6/20) of patients achieved SVR25 and SVR35, respectively. Symptom Improvement: 31% (5/16) of patients achieved TSS50 at Week 24. Anemia: Anemia response occurred in 35% (6/17) of evaluable anemic patients. INCA033989 in combination with ruxolitinib was generally well-tolerated, with 76% (16) of patients remaining on treatment at the time of the data cut off. In the combination arm (n=21), all patients experienced TEAEs. Grade ≥3 TEAEs were reported in 67% (14) of patients, most commonly anemia (33%).
Translational data
Clinical response occurred regardless of mutational complexity with SVR, anemia and molecular responses observed in patients with and without high molecular risk (HMR) mutations. 93% of patients with HMR had a reduction in whole blood mutCALR VAF, as did 88% of those without HMR mutations. A reduction in mutCALR-positive hematopoietic stem and progenitor cells (HSPCs) was also seen, indicating activity at the level of disease-initiating cells. "Patients with CALR-mutated MF have distinct disease biology and often respond poorly to available therapies, underscoring the need for treatments targeting the underlying driver of disease," said Claire Harrison, M.D., Professor of MPNs and Deputy Chief Medical Officer, Guy’s and St. Thomas’ NHS Foundation Trust. "What stands out in these data is that INCA033989 produced rapid and robust spleen, symptom and anemia responses, alongside reductions in mutCALR allele burden regardless of HMR mutations, pointing to activity at the level of the disease-initiating clone."
Results in Patients with Essential Thrombocythemia
In patients with ET, INCA033989 demonstrated rapid, deep and durable hematologic and molecular responses across both Type 1 and non-Type 1 CALR patients, supporting potential for disease modification in a population resistant or intolerant to prior cytoreductive therapy.
Hematologic Response:
Across doses, 70% (80/114) of patients achieved a complete hematologic response (CHR, platelet count ≤400 × 109/L and leukocytes <10 × 109/L) and 87% achieved complete or partial hematologic response (CHR/PHR, platelet count ≤600 × 109/L and leukocytes <10 × 109/L). 81% of patients with Type 1 mutCALR achieved a durable (>12 weeks) CHR at 750 mg and above; and 50% of patients with non–Type 1 mutCALR achieved a durable CHR/PHR at 2500 mg. The median time to onset of durable CHR was 2.1 weeks. Molecular Response and Disease Biology:
≥25% reduction in mutCALR VAF correlated with durable CHR (nominal P<0.0001, n=103). Of the patients who achieved a CHR and had ≥1 post-baseline VAF assessment, 73% achieved ≥25% reduction in VAF. Durable molecular response was observed in both Type 1 and non–Type 1 mutCALR. A reduction in mutCALR megakaryocytes was seen in both Type 1 and non-Type 1 patients treated with INCA033989 INCA033989 was well tolerated with 95% of patients remaining on treatment. The median duration of INCA033989 exposure was 8.1 months (range from 0.59 to 27.0 months). A low incidence of Grade ≥3 adverse events was observed (19%); the most common were neutropenia (4.4%) and lipase increase (3.5%). Grade ≥3 cytopenia TEAEs occurred in 6% (7/114) of patients; no Grade ≥3 thrombocytopenia TEAEs were observed.
“In patients with ET who were resistant to or intolerant of prior cytoreductive therapy, INCA033989 resulted in rapid and durable normalization of platelet counts with accompanying molecular responses, with the majority of patients achieving a CHR," said John Mascarenhas, M.D., Professor of Medicine at the Icahn School of Medicine at Mt. Sinai and Director, Center of Excellence for Blood Cancers and Myeloid Disorders, The Tisch Cancer Institute. "As there are currently no mutation-specific treatments available for patients with ET, this approach is critically important for this high-risk patient population. These results provide a strong foundation for advancing INCA033989 into a registrational Phase 3 study."
In November of 2025, INCA033989 was granted Breakthrough Therapy designation by the U.S. Food and Drug Administration (FDA) for the treatment of patients with ET harboring a Type 1 CALR mutation who are resistant or intolerant to at least one cytoreductive therapy. A Phase 3 study of INCA033989 in mutCALR positive patients with ET who are resistant or intolerant to at least one prior cytoreductive therapy (EXCALIBUR-ET2, NCT07623200) is being initiated in mid-2026.
More information regarding the EHA 2026 Congress can be found on the EHA website: https://ehaweb.org/connect-network/eha2026-congress.
About Myeloproliferative Neoplasms (MPNs) and Mutations in Calreticulin (mutCALR)
Calreticulin (CALR) is a protein involved in the regulation of cellular calcium levels and normal protein folding. Somatic, or non-inherited, DNA mutations in the CALR gene (mutCALR) can result in abnormal protein function and lead to the development of myeloproliferative neoplasms (MPNs),1 a closely related group of clonal blood cancers in which the bone marrow functions abnormally, overproducing blood cells.2,3 Among two types of MPNs, essential thrombocythemia (ET) and myelofibrosis (MF), mutCALR drives 25-35% of all cases.4 In MF, it is estimated that 70-83% of CALR mutations in the U.S. are identified as Type 1, with 15-30% identified as non-Type 1.4,5 There are currently no targeted therapies for CALR mutations.
Incyte is at the forefront of developing novel therapies for patients with mutCALR ET or MF that target only malignant cells, sparing normal cells, including INCA033989, a first-in-class, mutCALR-specific therapy. INCA033989 received Breakthrough Therapy designation by the U.S. Food and Drug Administration (FDA) for the treatment of patients with ET harboring a Type 1 CALR mutation who are resistant or intolerant to at least one cytoreductive therapy. A Phase 3 study of INCA033989 in patients with ET with a Type 1 or non-Type 1 CALR mutation who are resistant or intolerant to at least one cytoreductive therapy is being initiated (EXCALIBUR-ET2, NCT07623200).
About the INCA33989-101 & INCA33989-102 Trials
The clinical trial program for INCA033989 includes two multicenter, open-label Phase 1 studies, INCA33989-101 (NCT05936359) and INCA33989-102 (NCT06034002). The studies are evaluating the safety, tolerability and efficacy of INCA033989 in ~455 adult (≥18 years old) patients with mutCALR-expressing myeloproliferative neoplasms (MPNs), including essential thrombocythemia (ET) and myelofibrosis (MF).
The primary endpoint of the studies is measured by the number of participants with dose limiting toxicities (DLTs), treatment-emergent adverse events (TEAEs) and the number of participants with TEAEs leading to dose modification or discontinuation. Secondary endpoints include response rates, mean change of ET total symptom score, percentage of MF patients achieving spleen volume reduction, MF patient anemia response, mean change in disease-related allele burden and various pharmacokinetics measures.
For more information on the studies, please visit: https://clinicaltrials.gov/study/NCT05936359 and https://clinicaltrials.gov/study/NCT06034002.
About Incyte®
Incyte is redefining what’s possible in biopharmaceutical innovation. Through deep scientific expertise and a relentless focus on patients, we have built an established portfolio of first-in-class medicines and an extensive portfolio of next-generation medicines across our key franchises: Hematology, Oncology and Inflammation & Autoimmunity.
To learn more, visit Incyte.com and Investor.Incyte.com. Follow us on social media: LinkedIn, X and Instagram.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws, including statements regarding the presentation of data for INCA033989; the potential for disease modification and the potential to benefit patients offered by INCA033989; expectations regarding ongoing and future clinical trials, including the timing of such trials; and Incyte’s aspirations and goals as set forth under the heading “About Incyte.”
Actual results may differ materially from those indicated in the forward-looking statements as a result of various important factors, including the sufficiency of clinical trial data to meet applicable regulatory standards or warrant continued development; the ability to enroll sufficient numbers of subjects in clinical trials and the ability to enroll subjects in accordance with planned schedules; actions of regulatory agencies, which may affect the initiation, timing and progress of clinical trials and marketing approval; the efficacy or safety of Incyte’s products; Incyte’s ability to achieve commercial success for its products, once approved; Incyte’s ability to obtain and maintain protection of intellectual property for its products and technology; Incyte’s reliance on third parties and partners; the acceptance of Incyte’s products in the marketplace; market competition, sales, marketing, manufacturing and distribution requirements; greater than expected expenses, including expenses relating to litigation or strategic activities; and those risks and uncertainties discussed in greater detail in Incyte’s reports filed with the U.S. Securities and Exchange Commission, including its annual report on Form 10-K for the year ended December 31, 2025, and its quarterly report on Form 10-Q for the quarter ended March 31, 2026. Incyte disclaims any intent or obligation to update these forward-looking statements.
1 Raghavan, M., Wijeyesakere S.J., Peters L.R., Del Cid N. (2013) Calreticulin in the immune system: ins and outs. Trends in Immunology, 34(1):13-21. Link to source (https://www.cell.com/trends/immunology/abstract/S1471-4906(12)00131-7?_returnURL=https%3A%2F%2Flinkinghub.elsevier.com%2Fretrieve%2Fpii%2FS1471490612001317%3Fshowall%3Dtrue)
2 Nangalia J. Massie C.E., Baxter E.J., Nice F.L., et al. (2013) Somatic CALR mutations in myeloproliferative neoplasms with nonmutated JAK2. New England Journal of Medicine, 369(25):2391-2405. Link to source (https://www.nejm.org/doi/10.1056/NEJMoa1312542?url_ver=Z39.88-2003&rfr_id=ori:rid:crossref.org&rfr_dat=cr_pub%20%200www.ncbi.nlm.nih.gov)
3 Klampfl T., Gisslinger, H., Harutyunyan A.S., et al. (2013) Somatic mutations of calreticulin in myeloproliferative neoplasms. New England Journal of Medicine, 369(25):2379-2390. Link to source (https://www.nejm.org/doi/10.1056/NEJMoa1311347?url_ver=Z39.88-2003&rfr_id=ori:rid:crossref.org&rfr_dat=cr_pub%20%200www.ncbi.nlm.nih.gov)
4 Salzman G. and Mullally A. (2026) Novel strategies targeting mutant calreticulin in essential thrombocythemia and myelofibrosis. Blood, 147(12):1267-1277. Link to source (https://doi.org/10.1182/blood.2025028642)
5 Guglielmelli, P., Maccari, C., Sordi, B. et al. Phenotypic correlations of CALR mutation variant allele frequency in patients with myelofibrosis. Blood Cancer J. 13, 21 (2023). Link to source (https://doi.org/10.1038/s41408-023-00786-x)
SummaryNNN REIT remains attractively valued at a forward P/FFO of 13.2 and a 5.2% dividend yield, supporting a 'Buy' rating.NNN's high occupancy, necessity-driven tenant base, and robust sale-leaseback pipeline underpin steady growth and income reliability.Strong balance sheet and a conservative 69% payout ratio ensure dividend safety and growth funding.While the valuation has risen, NNN's disciplined capital allocation and mid-single digit FFO/share growth potential offer double-digit total return prospects.Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More »Sitewide Sale 2026: Get 20% Off ISerg/iStock via Getty Images
In a market where parabolic moves have become normalized, it pays to be disciplined around valuation and cash flows. This is especially the case for retirees and income investors who rely on steady income and growth over chasing volatility. That’s where discipline matters
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Editor’s note: “Why X Money Could Be Bigger Than PayPal Ever Was” was previously published in May 2026. It has since been updated to include the most relevant information available.
When you think about Elon Musk’s defining business achievements, what comes to mind?
Tesla (TSLA) — the company that pulled off a 20,000% stock run and turned skeptical engineers into reluctant millionaires? SpaceX — the rocket company that went from a laughingstock to a $2-trillion juggernaut and is now the most anticipated IPO in history?
As impressive as those growth stories are, they may not be the endgame…
Almost entirely outside the focus of mainstream financial media, Elon Musk is executing the most audacious move of his entire career — one he has been plotting for 27 years. It’s a move that targets not a single industry, but the foundation of how money itself flows through the global economy.
He calls it X Money.
Elon Musk’s 27-Year Battle to Reinvent Banking Back in 1999, Elon Musk — then 28 years old, flush with $22 million from selling his first company — poured nearly everything he had into a single idea: that the entire global financial system could live at a single web address.
Banking. Payments. Investments. Insurance. Loans. All of it. One platform. Instant transactions. No waiting for payments to clear. No middlemen skimming fees at every step.
He called it X.com, and within two months of launch, it had 200,000 users.
Around the same time, another startup — Peter Thiel’s Confinity — was growing rapidly with its own digital payments product. The two companies were locked in a costly battle for users, burning cash to dominate the emerging online-payments market. In 2000, they merged under the X.com umbrella in an attempt to survive the dot-com crash and consolidate market share. But the merger quickly devolved into an internal civil war over leadership, strategy, and Musk’s vision for the company.
Then came the coup.
Peter Thiel and his allies called an emergency board meeting while Elon and his new wife were mid-air on a honeymoon flight to Sydney. By the time the plane landed, Musk had been forced out of his own company. His partners hated the name X and changed it to PayPal (PYPL). The dream of a unified financial OS — dead on arrival.
Why Buying Twitter Was Never Really About Social Media That was 27 years ago.
Elon Musk never forgot — and never stopped wanting to finish what he started.
In 2022, he saw his chance. He bought Twitter for $44 billion. The mainstream media mocked him relentlessly. ‘Classic Musk, overpaying for a failing social media company.’
But Musk didn’t buy Twitter because he wanted to own a social media company. He bought Twitter as a distribution layer, with a user base of hundreds of millions of people already using the platform daily.
He renamed it X, partnered with Visa (V) — the financial network that processes more electronic payments than any company in the world — and secured money-transmitter licenses in all 50 states. And he brought X into his broader empire, merging it with the AI firepower of xAI.
Suddenly, everything makes sense. The rebrand. The financial licenses. The Visa deal. The White House executive order directing the Treasury, State Department, HHS, Veterans Affairs, Education, and Homeland Security to modernize electronic payment rails.
Musk didn’t just build a product. He built the regulatory infrastructure to go with it. In fact, as he’s said: “If done right, X would be half of the global financial system.”
Well, that system is worth $480 trillion. If Musk is right about X Money, it’s more than a startup chasing a billion-dollar market.
It’s an attempt to transform one of the most deeply embedded systems in the global economy.
Every Financial Infrastructure Shift Creates New Winners Every time technology fundamentally changes how money moves, entirely new financial giants emerge alongside it.
Telegraphs Created Western Union By the 1850s, telegraph lines were rapidly connecting American cities, allowing information — and eventually money — to move across the country almost instantly. Western Union (WU) quickly realized that the same network transmitting information could also move money — and turned wire transfers into a national business. Western Union was one of the original 11 companies listed on the Dow Transportation Index in 1884. Technology met money. Fortunes were made.
Credit Cards Built Financial Giants In 1950, Frank McNamara launched the Diners Club card — the world’s first multipurpose charge card. It was designed to allow business travelers to pay at multiple restaurants without carrying cash. The card’s success gave birth to the ‘plastic money’ revolution. American Express (AXP) rode the wave to nearly 10,000% gains. Mastercard (MA) ultimately rose 14,000%.
The Internet Birthed PayPal In 1998, PayPal set out to make sending money as easy as sending an email. Within four years, it had 20 million users and went public on Nasdaq. Early investors who got in at the IPO price of $13 saw the stock eventually reach $310 at its peak — a 2,300% gain. Those who bought in the months after the dot-com crash, when the stock briefly traded under $5, did even better.
Now the next chapter is being written. And if history is any guide, the investors who recognize it earliest will be the ones who benefit most.
What X Money Actually Is Most people might hear “X Money” and think it’s just another glorified peer-to-peer payment app, like Venmo or CashApp.
But here’s why that take is fundamentally wrong.
X Money is being built to consolidate payments, banking, investing, and financial identity inside a single platform.
The physical manifestation of this is a debit card — embedded with a sophisticated microchip — that Musk has already begun mailing to thousands of Americans. That chip contains technology capable of processing encrypted payments, identity verification, and account authentication almost instantaneously.
But the card is just the consumer-facing layer of this OS. Beneath it sits an integrated financial platform that brings together:
A digital wallet built into an app already used by over 1 billion people worldwide Instant peer-to-peer payments Direct bank account integration Brokerage and investment functionality, allowing users to buy stocks directly inside the app Portfolio management across all financial assets Social Security income, tax payments, paychecks — all managed in one place Yields between 4% and 6% APY — roughly 10x what most Americans earn at traditional banks Musk has been explicit about his ambition here: “If it involves money, it’ll be on our platform. I’m talking about someone’s entire financial life.”
And lest you think this is science fiction, just look to China. WeChat — which is also called “The Everything App” — launched its banking features in 2013. Within a few years, nearly 1 billion people were using that app to pay for groceries, invest in the market, split restaurant bills, and send money to family. Mobile payments now account for over 80% of all transactions in China. Tencent, WeChat’s parent company, rewarded investors with a 20x return when mobile banking took off.
X Money is the American version of that story. Except Elon Musk has significantly more users, significantly more political tailwind, and significantly more audacity.
The Investment Pattern Investors Keep Missing This is the pattern investors should be paying closest attention to.
Elon Musk has a well-documented history of turning early partners and adjacent companies into massive multi-baggers.
Nvidia (NVDA) was trading at $15 when Jensen Huang personally delivered the first DGX-1 — an “AI supercomputer in a box” — to OpenAI, the then-small startup co-founded by Elon Musk and Sam Altman. That early relationship helped train the models that eventually became ChatGPT — and Nvidia never looked back. It’s now worth nearly $5 trillion and trades at more than $200/share. Early investors made 5,000%-plus. Modine Manufacturing (MOD) partnered with Tesla on battery cooling systems in 2012, when the stock was trading at $5. MOD recently hit an all-time high of $280 — a 5,500% gain. Carpenter Technology (CRS), a 135-year-old metals company, supplied SpaceX with superalloys for Starship. The stock surged 2,000%. In each case, the gains were tied to companies supplying critical infrastructure to a rapidly scaling platform.
And right now, X Money is creating a new set of partners, suppliers, infrastructure providers, and financial rails that could follow that exact same pattern.
The Bottom Line: X Money Is a Bet on Financial Consolidation Every major upgrade in the infrastructure of money has created a new class of winners.
Telegraphs built Western Union. Credit cards built American Express and Mastercard. The internet built PayPal.
X Money is the next great systematic upgrade. And it is underway right now, as you’re reading these words.
There is a set of stocks that I believe will be the direct beneficiaries of this rollout — companies positioned to provide the financial infrastructure, payment rails, technology integrations, and adjacent services that an endeavor of this scale requires.
The same way Nvidia rode the AI build-out and Modine rode the Tesla production ramp, there are companies today that will ride the X Money megatrend.
I’ve spent months identifying them, running the same research process I used when I spotted AMD (AMD) before it exploded 13,500%, Palantir (PLTR) before it rose 1,200%, and Shopify (SHOP) before it jumped 1,700%.
I’ve detailed them all in a brand-new special report called How to Make 1,000% From the Bank of Elon.
Here’s everything I know — my complete research, model portfolio, and daily market intelligence — on this very topic.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Markets move faster than ever these days, and yesterday’s winners can quickly become today’s losers. When prices outpace fundamentals, traders often rely on technical indicators and signals to guide their decisions. Momentum indicators like the Relative Strength Index (RSI) don’t have prophetic powers, but they do give clues about where a stock might be headed and how much strength backs the move. Using a combination of indicators together can provide solid evidence that a downtrend is about to break. Or, in the case of these three stocks, that an uptrend is losing momentum.
The tech sector has been one of the most volatile parts of the market over the past few weeks, with the Nasdaq 100 fluctuating by more than 2% in a single day on multiple occasions. While volatile trading sessions make for fun times for day traders, it can be difficult to gauge the market when indices swing by 2% every day. That’s where technical analysis comes into play. Technical indicators utilize recent price data to generate actionable signals about shifts or continuations in momentum. By applying technical analysis, we can make educated predictions about a stock’s future path based on the intensity of buying or selling activity around it.
Get Fortinet alerts:
Each of the following three stocks fits a specific set of criteria. All three have gained 20% or more over the last 12 months, driven by various fundamental and macro factors. However, these stocks are currently showing technical warning signs that investors should carefully examine.
Fortinet: Overbought Peak With Insider Selling WarningFortinet Today
$146.30 +1.24 (+0.85%)
As of 06/12/2026 04:00 PM Eastern
52-Week Range$70.12▼
$150.07P/E Ratio56.49
Price Target$107.77
Fortinet Inc. NASDAQ: FTNT has been the face of the “software isn’t dead” narrative. The $106 billion cybersecurity firm has seen its stock accelerate more than 80% year-to-date (YTD), including more than 70% in the past three months alone.
The software sector seemed to be in the crosshairs of agentic AI, and funds like the iShares Expanded Tech-Software Sector ETF BATS: IGV lost more than 35% of their value between September and April. However, strong earnings from companies like Fortinet showed that AI can complement software platforms rather than wipe them out. Fortinet smashed expectations in Q1 2026, beating both top and bottom line estimates and posting 20% year-over-year (YOY) revenue growth.
Management also raised full-year guidance and repurchased more than $800 million worth of stock. So why is this stock on a “time to sell” list? Because sometimes the most important technical signals aren’t shown on the charts. Insiders have been selling stock at a faster rate over the last two quarters, including a $23 million sale from CEO Ken Xie.
There has been no significant insider buying in the past year, and insider selling at a technical top is often a warning sign. Widening Bollinger Bands indicate that volatile trading has become the norm for FTNT shares, and the Moving Average Convergence Divergence (MACD) indicator has turned bearish following the strong rally. The company’s long-term fundamentals still look promising, but it might be wise to take some short-term profits now.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$3.43▼
$24.23Price Target$21.67
Amprius Technologies Inc. NYSE: AMPX lacks the strong fundamental foundation that Fortinet has, which means its downturn could be much sharper.
The lithium-ion battery producer is beating revenue estimates, and its stock is still up more than 100% YTD, but the rally is faltering amid concerns about the quality of its revenue. A recent report by a short-seller claims that the company inflates its orders and engages in undisclosed transactions with a related party affiliated with Amprius’s CEO.
The company also reported a larger-than-expected loss in its Q1 2026 earnings report on May 6, and insiders have sold $83 million worth of shares over the last three quarters, without a single buy.
AMPX might be heading for the dreaded double top pattern, and other signals suggest that the fun is over. Both the RSI and MACD have been trending down since the middle of March, and now the former has spent most of the last six weeks in bearish territory. AMPX isn’t profitable yet, and short sellers are openly questioning its revenue streams, so it would be wise to avoid this stock or take profits while you can.
AppLovin: Death Cross Overshadows Fundamental StrengthAppLovin Today
$496.77 +18.20 (+3.80%)
As of 06/12/2026 04:00 PM Eastern
52-Week Range$320.00▼
$745.61P/E Ratio42.68
Price Target$669.62
AppLovin Corp. NASDAQ: APP is already down more than 25% YTD, even though it grew revenue by more than 56% in Q1 2026, and remains well-regarded by analysts. But despite a strong fundamental picture, the stock is in the throes of a bear market that’s proving difficult to shake.
It may seem counterintuitive, but APP shares probably won’t reflect the company’s strength until the technical setup improves.
An early-March Death Cross indicated the stock has a long way to go before regaining buying momentum.
The Death Cross sent the stock plunging under the 50-day and 200-day moving averages, where it stayed until late May.
APP shares tried to break out at the end of May, but sellers quickly pushed the share price back below the 200-day moving average, and now it's once again testing the 50-day moving average. With the RSI also below 50, APP shares can remain on your watchlist until they make a significant move above the 50-day moving average.
Should You Invest $1,000 in Fortinet Right Now?Before you consider Fortinet, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Fortinet wasn't on the list.
While Fortinet currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AeroVironment To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in AeroVironment between June 25, 2025 and March 10, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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NEW YORK, June 13, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against AeroVironment, Inc. (“AeroVironment” or the “Company”) (NASDAQ: AVAV) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN; (2) accordingly, Defendants overstated AeroVironment’s business and financial prospects; and (3) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding AeroVironment’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the AeroVironment class action, go to www.faruqilaw.com/AVAV or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the AeroVironment Securities Class Action Lawsuit:
What is the AeroVironment securities fraud lawsuit about?
The AeroVironment securities fraud lawsuit is a federal securities class action alleging that AeroVironment, Inc. (NASDAQ: AVAV) and its executives made false and misleading statements to investors by concealing that the Company faced imminent competition for its SCAR program contracts and overstating its business and financial prospects. As the truth emerged through a series of disclosures — including a U.S. government stop work order on January 20, 2026, a Space Force announcement that it was reopening the SCAR program on March 2, 2026, and AeroVironment's disclosure of a $151.3 million goodwill impairment and contract termination on March 10, 2026 — AVAV's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the AeroVironment securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former AeroVironment employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff in the AeroVironment class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any AeroVironment investor who purchased AVAV stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased AeroVironment stock during the Class Period?
Investors who purchased AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the AeroVironment securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/AVAV for more information.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased AeroVironment securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5
The energy sector is subject to wild and sudden changes. At Par Pacific NYSE: PARR, however, those changes have been coming for a while.
Par Pacific Today
$55.68 +0.30 (+0.53%)
As of 06/12/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$23.75▼
$70.39P/E Ratio6.21
Price Target$70.00
The Houston-based energy company has seen its stock jump 130% over the past 12 months, including a 60% rise this year alone.
A new Hawaii renewable fuels plant just came online that diversifies its refining, storage, and extraction business. The company’s retail sector taps into consumers. And an aggressive buyback strategy is showing long-term confidence and per-share results.
Get Par Pacific alerts:
Analysts generally like the stock. New shareholders, though, should take care to understand just what they’d be buying if they decide to invest.
A Diversified Energy BusinessPar Pacific is not a single-play company. The company owns refining facilities in Hawaii, Wyoming, Washinton, and Montana, with an output of roughly 220,000 barrels a day.
Its energy network includes 13 million barrels of storage, and an assortment of marine, rail, terminal, and pipeline assets. Its 46% stake in Laramie Energy gives it exposure to natural gas production in Western Colorado. Other stakes are in energy production and pipeline companies.
On the retail side, Par Pacific operates more than 120 outlets, including the Hele brand in Hawaii and the “nomnom” convenience store chain in the Pacific Northwest.
The cumulative impact of these businesses can be a challenge to parse. But recent numbers suggest they are integrating well, as Par Pacific just posted its best quarterly earnings in more than a year.
First Quarter Marks a TurnaroundFor the first quarter this year, net income attributable to shareholders came in at $54.5 million, or $1.10 per diluted share. That’s in contrast to a net loss of $30.4 million, or 57 cents per diluted share, in the year-ago period. However, on an adjusted basis, net income attributable to stockholders was $38.5 million, or 78 cents per diluted share, firmly below what analysts expected.
Revenue, though, came in above expectations at $1.824 billion, of which nearly 97% came from its refining segment. Operating income swung from a $15.8 million loss to a $65.3 million gain.
Refining Margins Improve DramaticallyImportantly, the gain for the quarter was not primarily the result of the significant recent runup in oil prices. In fact, the quarterly average of oil was $78.38 per barrel during the three months ended March 31, compared with $74.98 per barrel during the same three months in 2025, the company said.
Instead, the turnaround came mostly from higher margins in the refining segment, which posted an $81 million increase in operating income. An additional $8.5 million boost was from its equity stake in Laramie Energy.
The improvement in refining margins was substantial, as the company said its combined index improved $11.83 per barrel, or 160%, in the first quarter of 2026 compared with a year earlier. For a cyclical business like refining, profit margin per barrel can help smooth out the uncertainty about oil prices, demand, and inflation.
A Push Into Renewable FuelsPar Pacific is also expanding beyond petroleum. While the company has an operating refinery in Hawaii, it also holds a majority stake in a joint venture there that launched a renewable fuels facility in April. Mistubishi and the Japanese energy giant, ENEOS, are partners in the endeavor.
For a mid-sized energy company with a nearly $3 billion market cap, the move is significant as it broadens into a more diversified, energy-transition-aware business model. With one foot in traditional refining and another in the renewable fuels market, the company not only becomes part of a segment that today dominates energy policy discussions, but it could potentially lessen its exposure to the volatility of crude oil prices.
Managing Debt and LiquidityAnother recent move by the company also points to its liquidity management. While liquidity improved slightly during the quarter, Par Pacific also refinanced $500 million in debt, a move that effectively pushes out maturities and gives management additional time to execute its strategy.
Overall leverage, though, remains relatively high, increasing to $947.6 million from $802.9 million at year-end. With current assets of $2.15 billion, the company burned $40.7 million in operating cash during the quarter, and derivative losses totaled more than $70 million.
Although the losses don't automatically signal trouble, they are reminders that the industry requires active management in a commodity-sensitive operation with real quarter-to-quarter volatility.
Confidence in the StockFor its part, the company is signaling confidence. During the quarter, the company bought back $28 million of its own stock. Basic weighted-average shares outstanding fell to 48.4 million, down from 53.8 million a year earlier. The company’s board in February authorized an additional repurchase of up to $250 million in stock.
Wall Street analysts are sending their approval. Even with a dramatic runup already priced into the stock, 12 analysts following the company are projecting an additional 25% price increase over the next 12 months. With an overall Moderate Buy recommendation, the average 12-month target is $70 per share from the current prices in the high $50s. Nine analysts have a Buy recommendation, while three suggest Hold.
A Volatile Investment to ManageThe potential profits are real, yet investing in energy is not for every investor. There are plenty of companies in the downstream energy sector, such as HF Sinclair NYSE: DINO or CVR Energy NYSE: CVI, though neither company’s shares have performed as well as Par Pacific.
Shareholders need to be willing to ride the volatility that comes with owning a mid-cap refiner. Par Pacific’s first-quarter earnings are convincing, the Hawaii renewable fuels facility adds a definite growth angle, and its buyback activity signals confidence.
Par Pacific Holdings, Inc. (PARR) Price Chart for Saturday, June, 13, 2026
Still, the company carries meaningful leverage, its cash generation can be inconsistent, and the business rises and falls on sometimes unpredictable refining margins. This not a stock to buy and forget. It’s perhaps better placed in a portfolio that’s managed as actively as the company itself.
Should You Invest $1,000 in Par Pacific Right Now?Before you consider Par Pacific, you'll want to hear this.
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Calix To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Calix between January 28, 2026 and April 21, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
NEW YORK, June 13, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Calix, Inc. (“Calix” or the “Company”) (NYSE: CALX) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) that the Company's advanced supply of memory components was dwindling; (3) that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
On April 21, 2026, Calix reported results for the first quarter of 2026 earnings, including that "Non-GAAP gross margin was 57.2%, down 80 basis points sequentially." Further, the Company reported "gross margin guidance for the second quarter of 2026 is between 54.25% and 57.25%" and "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points."
In the accompanying earnings call, the Company’s CFO stated "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter. However, that advanced supply has run its course, and we now face market prices."
On this news, Calix's stock price fell $6.93, or 13.98% to close at $42.65 per share on April 22, 2026, on unusually heavy trading volume.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Calix’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Calix class action, go to www.faruqilaw.com/CALX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Calix Securities Class Action Lawsuit:
What is the Calix securities fraud lawsuit about?
The Calix securities fraud lawsuit is a federal securities class action alleging that Calix, Inc. (NYSE: CALX) and its executives made false and misleading statements to investors by concealing that the Company's strong first quarter margins were artificially inflated by advanced purchasing of memory components, that its advanced supply of those components was dwindling, and that it would soon be forced to purchase memory components at rising market prices — creating significant negative margin pressure. As the truth emerged on April 21, 2026, when Calix reported Q1 2026 results and its CFO disclosed that "advanced supply has run its course" and the Company would "now face market prices," CALX's stock price fell $6.93 per share, or 13.98%, causing significant losses for investors.
Who may be eligible to participate in the Calix class action lawsuit?
Investors who purchased or acquired Calix (CALX) stock between January 28, 2026 and April 21, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Calix securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Calix employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Calix lawsuit?
A lead plaintiff in the Calix class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Calix investor who purchased CALX stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Calix stock during the Class Period?
Investors who purchased Calix (CALX) stock between January 28, 2026 and April 21, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Calix securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CALX for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Badger Meter To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Badger Meter between April 18, 2024 and April 16, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
NEW YORK, June 13, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Badger Meter, Inc. (“Badger Meter” or the “Company”) (NASDAQ: BMI) and reminds investors of the August 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that Badger Meter’s strong financial results reflected “ongoing favorable industry trends,” “secular growth drivers,” and “solid operating execution.” They likewise touted “strong” demand and said they were seeing “robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth,” and that Badger Meter possessed a “long runway” for growth.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Badger Meter’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Badger Meter class action, go to www.faruqilaw.com/BMI or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Badger Meter Securities Class Action Lawsuit:
What is the Badger Meter securities fraud lawsuit about?
The Badger Meter securities fraud lawsuit is a federal securities class action alleging that Badger Meter, Inc. (NASDAQ: BMI) and its executives made false and misleading statements to investors by touting "strong" demand, a "robust" order pipeline, and a "long runway" for growth while concealing that the Company's financial results were not sustainable. As the truth emerged through a series of disclosures — including disappointing Q2 2025 results and a sequential sales decline forecast on July 22, 2025, missed revenue expectations and a 6% sequential decline in utility water sales on January 28, 2026, and Q1 2026 earnings that missed consensus estimates by $0.26 per share with revenue missing by $28.58 million on April 17, 2026 — BMI's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the Badger Meter class action lawsuit?
Investors who purchased or acquired Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Badger Meter securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Badger Meter employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Badger Meter lawsuit?
A lead plaintiff in the Badger Meter class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Badger Meter investor who purchased BMI stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 3, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Badger Meter stock during the Class Period?
Investors who purchased Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Badger Meter securities class action is August 3, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/BMI for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAOI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
I see persistent debate over whether AI infrastructure spending is a bubble or a sustainable megatrend, with strong arguments on both sides. My current buy list includes three dividend growth ETFs positioned to benefit from AI trends regardless of bubble risk. I believe inflation remains primarily an oil-driven phenomenon, with the Fed facing unexpected pressure to hike rates rather than cut.
The stuff that makes AI work, called AI infrastructure, is one of the fastest-growing parts of the digital economy worldwide. Fortune Business Insights says this market could jump from about $75 billion in 2026 to nearly $500 billion by 2034. This really shows how quickly AI, GPU computing, data centers, and cloud AI systems are expanding.
Meanwhile, data centers worldwide are also getting much busier. JLL's report for 2026 predicts that global data center capacity could hit 200 gigawatts by 2030. They expect this whole area to almost double between 2025 and 2030 because huge cloud services are expanding and more AI needs more power.
All this fast growth is opening up a new way to invest: in AI computing power itself.
Instead of just putting money into AI stocks, tokens, or chip companies, more people are now looking at the actual systems that power AI. This includes things like GPU power, AI data centers, renting cloud GPUs, leasing computing power, and new ways to earn money from digital infrastructure without much effort.
To help people get involved in this growing market, AI GPU Rental has launched its 2026 AI Computing Power Investment Contracts. These offer people worldwide an easy way to join AI infrastructure projects by leasing computing power for short periods. New users who qualify can also get up to $128 in trial credits as part of this offer.
Investing in AI Infrastructure Through Computing Power Contracts
The systems that run AI need a huge amount of computing power. Every AI model, automated system, cloud app, data processing system, and business AI tool needs GPUs to work.
But building your own AI infrastructure is very costly. Buying GPU servers, ensuring enough electricity, handling cooling, maintaining hardware, and running data centers all need a lot of money and technical know-how.
AI GPU Rental offers a simpler way to do this.
Users don't need to buy GPU machines or run data centers. Instead, they can get involved with AI computing power contracts through the platform. Each contract is for a short period of AI computing power, and you'll see how much it costs to start, how long it lasts, and an estimated daily and total return before you commit.
This lets people get into the AI infrastructure investment market through a set contract system instead of owning hardware outright. If you're looking for ways to earn AI passive income, the platform gives you a contract-based way to see how much you might make from renting cloud GPUs and leasing AI computing power.
How Users Can Participate and Earn Passive Income
The process is simple.
Users go to the AI GPU Rental platform, look at the available AI computing power contracts, pick a plan that fits their budget and how long they want to commit, and then activate it.
After activation, the platform puts the chosen amount into the AI computing power leasing project. During the contract, users can check the estimated daily earnings shown on the platform. At the end of the contract, users get the total amount shown for the end of the term, following the platform's rules.
This system is for people who want a way to get involved with AI infrastructure investment, cloud GPU rental, GPU rental income, AI passive income, and AI computing power opportunities without dealing with the technical details.
2026 AI Computing Power Investment Contract Options
AI GPU Rental currently offers several short-term computing power contracts, designed for different investment levels.
The Starter Plan is for people who want to try out AI computing investment with a smaller starting amount and just for one day.
The A15 Compute and A2 Cluster contracts offer bigger options for those who want more AI computing power.
For people looking for even more AI infrastructure, GPU Node and Hyd Compute offer higher-capacity contracts that show bigger estimated returns at the end.
Each plan is set up for short periods, letting users see how much passive income they might make from leasing AI computing power, all without buying or looking after hardware.
Up to $128 in Trial Credits for New Users
As part of its 2026 offer, AI GPU Rental is giving qualified new users up to $128 in trial credits.
These trial credits are meant to help new users check out the platform, look at the available AI computing power contracts, and get a feel for how investing in AI infrastructure works before they choose a bigger plan.
If you're looking for ideas for AI passive income, AI infrastructure investment, ways to earn from GPU rentals, or cloud GPU investment platforms, this offer makes it easier to get started.
Why AI Computing Power Investment Is Attracting Attention
The AI boom is making one of the most important digital resources much more in demand: computing power.
As more companies create AI tools, train models, set up automated systems, and handle huge amounts of data, the need for GPU infrastructure will likely keep going up. This is why renting cloud GPUs and having enough AI data center space are getting a lot of attention in the market.
AI GPU Rental focuses its platform on this trend by letting users get involved with AI computing power contracts without buying hardware themselves.
Here are some advantages:
Users can get into AI infrastructure investment without buying GPU machines.Users can see how much passive income they might earn from leasing AI computing power.Users don't need to manage electricity, cooling, or hardware upkeep.Short-term contracts offer flexible choices for getting involved.There are different starting amounts for different users.You can see daily and end-of-term estimates before you pick a contract.New users might get up to $128 in trial credits during this offer. AI Passive Income Becomes a 2026 Market Theme
Artificial intelligence is shifting from just software to the underlying systems. The next phase of AI growth isn't just about the apps, but also about the computing power needed to make them work.
This change is making investments in AI infrastructure, AI computing power contracts, cloud GPU rental, GPU rental income, and AI passive income opportunities more noticeable in the market.
AI GPU Rental's 2026 computing power investment offer is meant to give people a direct way to join this trend with short-term contract options.
For beginners, the Starter Plan offers a smaller starting option. For those looking to invest more, A15 Compute, A2 Cluster, GPU Node, and Hyd Compute provide bigger capacity choices.
As the demand for AI infrastructure keeps growing, AI GPU Rental wants to be a platform for people who want to get involved in the AI computing power economy and see if they can earn passive income through flexible, contract-based investments.
About AI GPU Rental
AI GPU Rental is a platform for AI infrastructure and cloud GPU leasing that deals with short-term contracts for investing in AI computing power. It lets users take part in AI computing lease projects without having to buy physical GPU hardware or deal with the technical setup.
The platform's 2026 offer includes several AI computing investment contracts and an offer for qualified new users to get up to $128 in trial credits.
All contract figures, daily estimates, and end-of-term estimates shown here are just examples for this offer. What actually happens for users can change based on their account, platform rules, how the market is doing, if computing resources are available, and the official contract details.
MEDIA CONTACT
Contact: David Pawson
Official website：https://www.aigpurental.com/
Email: [email protected]
Disclaimer: The information provided in this press release does not constitute an investment solicitation, nor does it constitute investment advice, financial advice, or trading recommendations. Cryptocurrency and staking involve risks and the possibility of losing funds. It is strongly recommended that you perform due diligence before investing or trading in cryptocurrencies and securities, including consulting a professional financial advisor.
If you're looking for one of the fastest-growing stocks on the market, look no further than Nebius Group (NBIS +4.63%). Nebius is a neocloud company specializing in cloud computing, specifically designed for artificial intelligence (AI) workloads and training.
Given the massive demand for AI, this is a great industry to be in.
Nebius recently reported an absolute and incredible growth rate, but it's far from done with how much AI demand there is.
Image source: Getty Images.
Nebius's growth won't slow down anytime soon During the first quarter (ended March 31), Nebius's growth rate was a jaw-dropping 684%. Normally, when you see a growth rate that fast, it's because of a sizable acquisition or merger, or maybe a one-time effect. That's not the case with Nebius. It's undergoing rapid expansion of its data center footprint to meet the incredible demand for cloud-based AI computing power.
Nebius is building and acquiring data centers to power all these workloads, especially larger ones. At the end of 2025, it had one data center site that utilized 100 megawatts or more of power. In just the first quarter, that figure was up to seven.
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That's impressive, but the company isn't stopping there. Nebius believes it will expand from an annual run rate of $1.25 billion at the end of 2025 (and $1.9 billion at the end of Q1) to $7 billion to $9 billion by the end of 2026. Few companies can expand that rapidly and showcase the monstrous demand for computing power while also underscoring how impressive Nebius's product is.
It's so good that Nvidia itself is invested in Nebius. With how quickly Nebius is growing and how well the stock has done, this looks like a genius move, and there could still be more growth in store.
Wall Street analysts expect 551% revenue growth in 2026 and 224% in 2027. So, from the end of 2025 to what's projected in 2027, Nebius will have grown its revenue 2,011%. For reference, Nebius's stock is up 135% so far in 2026.
That could mean even greater upside in the future, but it isn't without risks. Nebius isn't profitable and likely won't be for some time. It sees a huge market opportunity and is clearly doing everything it can to capture it. So, profits are an afterthought.
The company is also taking on debt, issuing stock, and seeking outside investors to fund its growth and make its vision a reality. That will dampen long-term returns, but if Nebius can deliver 2,000% or more growth and reach the profitability levels of other cloud computing firms, it looks like a solid buy now.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In POET Technologies To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in POET Technologies between April 1, 2026 and 08:57 AM EST on April 27, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - June 13, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against POET Technologies, Inc. ("POET Technologies" or the "Company") (NASDAQ: POET) and reminds investors of the June 29, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Watch our latest video highlighting the key allegations: https://youtu.be/zdxRFbToG4A
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) POET Technologies misrepresented its tax status due to it likely being deemed a passive foreign investment company (or "PFIC") under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders; (2) the foregoing tax issue would, if discovered, make POET Technologies a less attractive investment than it would otherwise be, thus threatening POET Technologies' valuation; (3) Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET Technologies' business agreements in a public interview, thus endangering POET Technologies' business prospects, and (4) as a result, defendants' statements about POET Technologies' business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
On April 27, 2026, Investing.com published an article entitled "POET Technologies stock tumbles after losing Marvell orders." The article stated that POET Technologies stock fell "after the company disclosed the cancellation of all purchase orders from Celestial AI, now owned by Marvell Semiconductor Inc. Marvell provided written notice on April 23, 2026, canceling all purchase orders, including those for initial production units first announced by POET Technologies in a press release on April 25, 2023. Marvell cited the company's disclosures of information related to the purchase orders and shipping details as violations of confidentiality obligations."
Following this news, POET Technologies' stock dropped more than 45% during intraday trading on April 27, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding POET Technologies' conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the POET Technologies class action, go to www.faruqilaw.com/POET or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the POET Technologies, Inc. Securities Class Action Lawsuit:
What is the POET Technologies securities fraud lawsuit about?
The POET Technologies securities fraud lawsuit is a federal securities class action alleging that POET Technologies, Inc. (NASDAQ: POET) and its executives made false and misleading statements to investors by misrepresenting the Company's tax status - concealing that it likely qualified as a passive foreign investment company (PFIC) under U.S. tax law, which carries negative tax implications for U.S. stockholders - and by having a Company executive publicly discuss confidential business agreements in violation of a business agreement with a key customer. As the truth emerged on April 27, 2026, when it was reported that Marvell Semiconductor had canceled all purchase orders from POET Technologies, citing the Company's unauthorized disclosures of confidential order and shipping details as violations of its confidentiality obligations, POET's stock dropped more than 45% during intraday trading, causing significant losses for investors.
Who may be eligible to participate in the POET Technologies class action lawsuit?
Investors who purchased or acquired POET Technologies, Inc. (POET) securities between April 1, 2026 and 8:57 AM EST on April 27, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the POET Technologies securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former POET Technologies employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the POET Technologies lawsuit?
A lead plaintiff in the POET Technologies class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any POET Technologies investor who purchased POET securities during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is June 29, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased POET Technologies stock during the Class Period?
Investors who purchased POET Technologies, Inc. (POET) securities between April 1, 2026 and April 27, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the POET Technologies securities class action is June 29, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/POET for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301304
Source: Faruqi & Faruqi LLP
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Shortly before the opening of Nasdaq trading on Friday, Elon Musk stepped in front of a cheerful crowd at SpaceX's company town in Texas. His rocket maker was about to hit the public market at a valuation of around $2 trillion, instantly becoming the sixth most-valuable U.S. company.
Musk, weeks shy of his 55th birthday, told staffers that, in the early days of the company, he gave it "less than 10% chance of succeeding."
"If people had told me this was going to happen, I was like, man, you must be smoking some really good crack," said Musk, who founded SpaceX in 2002 and has grown it to 22,000 full-time employees. "Because I think this company is going to fail."
Musk is now the world's first trillionaire after his company pulled off the largest IPO on record, raising $75 billion, an amount roughly triple size of the next-biggest U.S. offering, which was Alibaba's in 2014. There are 10 U.S. companies worth at least $1 trillion. Musk runs two of them.
Whatever uncertainty Musk professed to have felt when SpaceX was getting off the ground, he showed none of that in the days leading up to the IPO. In an abbreviated roadshow, SpaceX priced its IPO at $135 and told investors to take it or leave it. There was no price range used to gauge demand and no haggling with prospective shareholders.
That's despite SpaceX having a fraction the revenue of any of tech's megacaps and racking up a $4.9 billion loss last year. After the stock's close on Friday, SpaceX was worth $2.1 trillion, giving it a multiple of 112 times last year's revenue.
"This was not a deal that was priced based on market forces," said Lloyd Greif, an investment banker with Greif & Co. in Los Angeles. "This was a deal based on what one man wanted. And when one man wants it, one man gets it, if that one man is Elon Musk."
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Meanwhile, all of those mentions of trillions and the trillionaire added fuel to the discourse surrounding wealth disparity as consumers deal with crippling inflation due largely to the war in Iran. Sen. Bernie Sanders of Vermont, a self-proclaimed Democratic Socialist, wrote on social media that Musk's new status is a "call to action to take on the unprecedented income and wealth inequality that now exists." And California Democratic Governor Gavin Newsom wrote on X, which is owned by SpaceX, that, "Americans are struggling to pay for groceries and gas while Elon Musk becomes a TRILLIONAIRE."
None of that dampened the mood on Wall Street, which has been desperate to see new offerings after a historically slow period of IPOs dating back to late 2021. In closing the day up 19% and consistently holding well above the offer price, SpaceX's IPO lifted confidence in potential deals later this year from artificial intelligence model giants OpenAI and Anthropic, which are each valued at close to $1 trillion on the private market.
Former Nasdaq CEO Robert Greifeld said he "would definitely bet" that OpenAI and Anthropic will go public in 2026. Both companies announced this month that they confidentially filed IPO paperwork.
Making Facebook's IPO look smallMore than 500 million SpaceX shares changed hands throughout the day on Friday, a number approaching Facebook's market debut in 2012, when roughly 580 million shares were traded. Facebook's IPO set a record at the time, raising $16 billion. At the end of its first day of trading, Facebook was worth about $100 billion, or one-twentieth SpaceX's current market cap.
One big similarity between the two companies is that they're founder controlled. But even there, SpaceX is on another level. At the time of Facebook's IPO, CEO Mark Zuckerberg had the ability to control 56% of the voting power. For Musk at SpaceX, that number is above 82%.
Musk is certainly not alone in seeing a financial windfall from SpaceX's IPO.
The offering pushed Alphabet's stake past the $100 billion mark, after the company invested about $900 million in SpaceX in 2015. Valor Equity Partners, run by longtime Musk pal Antonio Gracias, is sitting on a stake worth over $80 billion, mostly owned by the firm's clients.
And beyond institutional investors, the IPO reportedly minted some 4,400 millionaires among the ranks of current and former SpaceX employees.
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The stock sale was led by Wall Street heavyweights Goldman Sachs and Morgan Stanley, along with help from Bank of America, Citigroup, JPMorgan Chase and a long roster of other big banks and boutique firms. Underwriters gained access to additional shares, or their greenshoe overallotment, on one colorful condition.
"Only if the bankers all wore green shoes," venture capitalist Steve Jurvetson, who invested in SpaceX in 2009, wrote in a post on X. Jurvetson included a photo of green and white Nike sneakers decorated with the company's logo.
Throughout the morning, some of Musk's top investors and good friends joined CNBC to talk about the historic event. Gracias was one of the guests.
The Valor founder and CEO said he met Musk more than 20 years ago through mutual friend David Sacks, a venture capitalist who until recently served as President Donald Trump's AI and crypto czar. Gracias said he invested in PayPal "in the old days," when Musk and Sacks were among the founding crew, and put early money into Tesla and SpaceX. In both cases, he said his firm worked "on hard problems to try and help these companies succeed."
Gracias' relationship with Musk extends beyond business. He spent some time last year working with Musk as part of the Trump Administration's DOGE effort to slash government spending. As for SpaceX, Gracias said he plans to hold onto the stock "as long as I possibly can."
Sequoia partner Shaun Maguire, whose firm invested in SpaceX in 2019, called Musk a "generational entrepreneur," likening his planned delivery of the Starship launch vehicle to the introduction of railroads. He said he was confident the company could be generating hundreds of billions of dollars in revenue in 2030.
Maguire said Sequoia will distribute some shares to investors "if we feel like the valuation is way ahead of its skis," but said that, "as an individual, I'm going to hold my shares forever."
'Heavily dependent on Starship'Skeptics of SpaceX's lofty valuation questioned the logic of it all. The company counts on its Starlink satellite internet service for the bulk of its revenue and it's the only profitable part of the business. But investors don't pay historically high multiples for broadband service, no matter how good it is.
The space launch division is burning cash and is counting on the Starship rocket to scale to much better economics than the Falcon fleet. And the AI unit, which came in through the acquisition of Musk's xAI, is currently a money pit that's pivoted to leasing out massive amounts of capacity to the likes of Anthropic and Google.
Financial research firm CFRA gave SpaceX a sell rating and price target of $115, minutes after the company's Nasdaq debut. Analysts said SpaceX has "elevated valuation expectations," and living up to them would require proving the viability of Starship, expanding Starlink, generating returns from AI infrastructure, and eventually producing consistent free cash flows.
"Our primary concern is that SpaceX's long-term strategy remains heavily dependent on Starship," CFRA analyst Keith Snyder wrote in a note to clients, saying that the Starship rocket could be a "bottleneck" for various SpaceX initiatives.
Then there's SpaceX's stated $28.5 trillion total addressable market across space, connectivity and AI. That figure doesn't include other literal moonshots like space tourism, asteroid mining or manufacturing in orbit. Nor does it include transportation to Mars.
Aswath Damodaran, a New York University finance professor, told CNBC's "Squawk on the Street" on Friday that seeing the addressable market figure SpaceX provided made him think the prospectus was written by Grok, the xAI chatbot, rather than a banker.
"This is a hallucination," Damodaran said. "I would be embarrassed to even put that number out."
Maguire, a Musk permabull, said he stands by the projection.
"I would even argue it's an underestimate," he said.
While Musk is the face of SpaceX, getting to this point has a lot to do with the work of Gwynne Shotwell, the company's operating chief and one of its first employees.
In an exclusive interview with CNBC ahead of the IPO, Shotwell responded to a question about whether her boss would ever combine SpaceX with Tesla. It's a potential transaction that's long been rumored about, even more since Musk merged SpaceX with xAI after previously doing the same with xAI and X.
Shotwell, whose stake in SpaceX is now worth over $2 billion, didn't dismiss the possibility, but made clear that it's not on her priority list.
"There's no question that there are synergies between Tesla and SpaceX in our futures," Shotwell told CNBC's Morgan Brennan at Starbase. "There's a convergence of what we're all trying to accomplish in the future, but right now I'm focused on keeping the lights on here, keeping rockets in production, flying rockets, flying people, getting to the International Space Station, and critically providing broadband to folks that don't have access."
Musk, for his part, spent a fair amount of time on Friday appearing to relish the moment. As his company's IPO was dominating the news cycle, Musk was active on social media, mostly reposting messages, videos and photos from supporters touting his company's success. He didn't write much, but he did have one message he wanted to share on X.
"I love the incredible people of SpaceX beyond words," he wrote.
SpaceX (NASDAQ: SPCX) just went public in the largest IPO of all time, raising $75 billion at a valuation of nearly $1.8 trillion. Many investors are excited to finally own a piece of the Starlink satellite internet business, SpaceX's dominant rocket launch business, and the high-potential xAI artificial intelligence business.
However, the story here goes beyond how SpaceX stock will perform as a publicly traded company. It's important for investors to keep in mind that SpaceX just raised $75 billion in fresh capital, and with big growth ambitions, the company will deploy it into AI computing hardware, rocket and satellite parts, and more. And there are some publicly traded companies that could be big winners now that such a big customer has much deeper pockets.
With that in mind, here are five companies in particular that could be big beneficiaries of SpaceX's IPO windfall for years to come.
Image source: Getty Images.
5 Companies that could make billions now that SpaceX is public To be clear, there are more than just five. SpaceX buys components from dozens of companies, and many others are likely to get secondary tailwinds from the IPO. But here are five in particular that investors might want to take a closer look at.
1. Alphabet Alphabet (GOOG +0.44%)(GOOGL +0.53%) could be a big winner from the SpaceX IPO, but not because SpaceX is a major customer. Alphabet made a $900 million investment in SpaceX in 2015, when SpaceX had a $12 billion valuation. At the IPO valuation, Alphabet's stake is worth about $150 billion. That's already an incredible return, but if SpaceX's stock were to rise post-IPO, it could become a serious needle-mover for the Google parent company.
2. Nvidia You've probably heard about SpaceX's deals to provide compute infrastructure to Anthropic and Google, which will require SpaceX to continue purchasing hundreds of thousands of GPUs and other AI computing components. And I wouldn't be surprised to see further compute deals announced, creating an excellent recurring revenue stream for SpaceX. Nvidia (NVDA +0.15%) is likely the most direct beneficiary of SpaceX's deeper pockets post-IPO.
3. Moog Now we're starting to dig a little deeper. Moog (MOGA 2.55%) is the leader in precision motion control systems for the aviation, space, and defense industries. The company provides essential components for many satellites, and once Starship improves SpaceX's launch economics, the volume of new satellite deployments could increase rapidly.
4. Kratos Defense & Security Kratos Defense & Security (KTOS 1.75%) is best known for its unmanned aerial vehicles (drones), but it also offers the only commercially available satellite ground system, OpenSpace. Even if Kratos doesn't get a direct SpaceX contract, it is a clear beneficiary as the commercial satellite economy accelerates.
5. Intel To say that Intel (INTC +6.49%) has been a big winner recently would be an understatement. The company has benefited from an investment from the U.S. government and partnerships with Nvidia, Apple (AAPL 1.52%), and other tech giants. Investors have been handsomely rewarded, with the stock up about 500% over the past year alone. However, it's also worth noting that Intel has a close relationship with both SpaceX and Tesla (TSLA +1.65%) as a key Terafab partner. Specifically, Terafab will use Intel's next-generation fabrication technology, and the capital SpaceX raised in its IPO could be a major source of funding to get the Terafab project going.
The bottom line As mentioned, there could be plenty of winners from the SpaceX IPO. But these are five companies that should be major beneficiaries of SpaceX's massive infusion of capital for years to come, and they could be worth a look for patient investors.
Matt Frankel, CFP® has positions in Kratos Defense & Security Solutions. The Motley Fool has positions in and recommends Alphabet, Apple, Intel, Kratos Defense & Security Solutions, Moog, Nvidia, and Tesla. The Motley Fool has a disclosure policy.
The stock market loves a good debut. None has been bigger than SpaceX‘s (NASDAQ:SPCX) long-awaited IPO, which valued the aerospace giant at the close of trading on the first day at $2.1 trillion. Retail investors who spent years waiting for access to the private company finally got their chance, while institutions rushed to secure shares of a business that has transformed both the launch industry and satellite communications.
Yet amid the excitement surrounding SpaceX’s market debut, the company’s top executive delivered a message that sounded more like a warning than a sales pitch.
Why SpaceX Chose to Go Public Now For years, SpaceX founder Elon Musk resisted taking the company public. The concern was straightforward: public markets often reward short-term performance, while SpaceX has built its business around projects that can take years — or even decades — to fully mature.
That challenge has become more manageable as SpaceX’s core businesses have reached a new level of scale. The company generated tens of billions of dollars in annual revenue through a combination of launch services, government contracts, and its rapidly growing Starlink satellite internet network. Starlink alone has become the largest satellite broadband provider in the world, serving millions of customers across more than 100 countries. It is also SpaceX’s only profitable business.
While the company is still burning cash — some $9.1 billion in negative free cash flow in Q1 — it is not just some startup trying to prove a concept. It is a mature enterprise generating $4.1 billion in quarterly revenue while continuing to invest in ambitious projects such as X, xAI, space-based data centers, Starship, and future Mars missions.
That shift helps explain why management finally felt comfortable opening the doors to public investors.
The Message Many Investors Missed During a CNBC interview, SpaceX President and COO Gwynne Shotwell offered a remarkably candid assessment of what investors should expect from owning the stock.
She wasn’t focused on the first day of trading. She wasn’t discussing price targets or quarterly earnings estimates. Instead, Shotwell emphasized that SpaceX does not want to become consumed by quarter-to-quarter performance. More importantly, she cautioned potential shareholders that the company’s operating horizon is measured in decades, not months.
That’s an unusual message in today’s market. Many newly public companies spend their first weeks encouraging investors to focus on near-term growth opportunities. Shotwell effectively did the opposite. Her message was clear: if investors are buying SpaceX expecting to react to every earnings report, product announcement, or analyst estimate, they may be approaching the stock the wrong way.
Granted, public companies still must report quarterly results and answer to shareholders. That reality doesn’t disappear after an IPO. But Shotwell’s comments suggest management intends to keep making decisions based on long-term objectives, even when those choices may not maximize next quarter’s numbers.
History shows that many of the market’s best-performing companies rewarded investors who ignored short-term volatility. Companies such as Amazon (NASDAQ:AMZN | AMZN Price Prediction) spent years sacrificing near-term profits to build larger opportunities. Shareholders who focused on quarterly fluctuations often missed the bigger story.
SpaceX appears to be asking investors to adopt a similar mindset. The company’s largest opportunities — including Starship, deep-space transportation, and expanding Starlink’s global reach — are projects measured over years, not quarters. Success will likely be uneven. There will be delays, cost overruns, and periods when quarterly results fail to impress Wall Street.
In any case, management appears willing to accept those short-term bumps if they advance the company’s long-term goals.
Key Takeaway In short, Gwynne Shotwell’s comments weren’t really a warning against buying SpaceX stock. They were a warning against buying it for the wrong reasons.
Regardless of whether investors choose to own SpaceX, the lesson applies to virtually every stock. The most successful investments are rarely determined by the next earnings report or the next headline. They are determined by how a business performs over years of execution.
Smart investors should approach any stock purchase with at least a three- to five-year horizon. A decade is even better. That mindset reduces the temptation to react to every quarterly number and keeps attention focused where it belongs: on the long-term value a company can create.
Ultimately, SpaceX’s leadership is telling investors exactly what kind of shareholders they want. That’s exactly the kind of management investors should want. The question is whether investors are willing to listen.
HomePersonal FinanceReal Estate2025 set an all-time high for first-time buyers who used financial assets to buy a home or fund a down payment, according to the National Association of RealtorsPublished: June 13, 2026 at 9:00 a.m. ET
The SpaceX IPO could change the game on high-end real estate in Texas — and elsewhere. Photo: Getty Images)The SpaceX IPO is creating a whole new round of deep-pocketed home buyers — and deepening the gulf between high-end housing markets and everyday real estate.
Austin, Texas-based real-estate agent Matt Holm is already helping some SpaceX employees with their home search. Friday — when a record-breaking initial public offering kicked off trading of SpaceX’s stock SPCX — marked “a pretty good one-day bump to millionaires and billionaires in one town,” said Holm, team lead of the Holm Team with Compass Real Estate COMP.
Investors were hard pressed to find critical things to say about the SpaceX initial public offering on its first day of trading on the Nasdaq Friday.
Despite a large retail allocation and a huge amount of hype, trading wasn't especially volatile and the positive momentum continued after the market closed for the weekend.
The rocket launch, computing and satellite company delivered the largest IPO ever, with a trading volume of more than 500 million shares and a closing price above $160, putting its first-day market capitalization over $2.1 trillion.
The stock opened at $150 and finished the day nearly 20% above its telegraphed offering price of $135 per share. It continued to rise in after-hours trading, reaching $166.85.
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"The price was going to be $135 a week ago, but it could have gone the other direction, and where it's trading now is probably a win-win for everybody concerned," Paul Meeks, head of technology research at Freedom Capital Markets, told CNBC during the trading day on Friday.
The stock started trading after 11:30AM and rocketed up 30% to its high point of $176.52 less than two hours later. That's when investors started to sell, grabbing gains off the initial enthusiasm.
"To what extent will the retail placement … result in sellers? You could see that if the thing hits $170 or $180. You could see it trading at a relatively flat level and then selling off – which may be happening as we speak," Dan Alpert, founder of Westwood Capital, told CNBC on Friday afternoon.
Shares fell back down toward $158 in the afternoon but rebounded a tad in the run-up to the close, settling at $160.95.
There had been some concern on Wall Street that SpaceX's announced retail allocation of up to 30% was going to result in much wilder price swings.
"You never know what retail buyers are going to do with stock after it opens," Alpert said. "To the extent that Wall Street places stock with institutional buyers, especially those they view as non-flippers, you have a much safer boat than when you introduce greater-than-average retail interest."
So-called perpetual futures for the IPO had been priced around $162 on the Hyperliquid platform in the middle of the week, and Friday's closing price was close to that.
Part of the 'Mag 7'?Many analysts on Wall Street were concerned on Friday about whether SpaceX can live up to its massive valuation in the long term.
Commentary centered on the viability of its reusable Starship rocket, the monetization of AI, and the eventual generation of free cash flows.
One Wall Street firm – CFRA – gave SpaceX a sell rating shortly after it began trading.
But the steady and positive performance of the stock on Friday is likely to keep those concerns pushed out into the future, at least for now.
Analysts said Friday that SpaceX should already be considered as part of a new category of market-defining mega-cap stocks, evolving out of the previous, highly recognizable Magnificent Seven.
"It's in there," DA Davidson head of technology research Gil Luria told CNBC on Friday. "It includes some of our old favorites – Nvidia, Microsoft, Amazon, Google, Meta. Now it includes SpaceX."
Alphabet (GOOG +0.44%) (GOOGL +0.53%) has gone on an impressive run over the past year. It's up around 100%, which is incredible considering that Alphabet is now the second-largest company in the world. However, after a run-up like that in a relatively short time frame, investors may be asking themselves if Alphabet stock still has room for more upside in the future.
Let's take a look at Alphabet's rise and future, and see if there's more in store.
Image source: Getty Images.
Alphabet's valuation is reaching new heights Alphabet is better known as Google's parent company. A year ago, the Google Search engine was largely presumed to be obsolete and soon to be replaced by generative AI.
However, that hasn't happened. Instead, Google has masterfully integrated AI into the traditional Google Search engine to give users an AI overview for many of the searches they conduct. This is the most exposure that a large majority of the population will have to AI, and Google being the face of it is good for its future.
Despite its legacy status, Google Search still knows how to get it done from a growth standpoint, with revenue rising 19% year over year during Q1. That places it among the best-performing Alphabet segments, but it isn't even touching Google Cloud.
Google Cloud is Alphabet's cloud computing division, and its revenue grew at an impressive 63% pace in Q1. This growth rate highlights two things. First, there is a massive demand for Google Cloud's servers and AI computing capabilities. Second, Alphabet is making a ton of money from selling its in-house custom AI chips to external customers. Those sales are included in the Google Cloud growth rate, giving it a further boost.
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All of this adds up to a company that's posting solid growth for its size and maturity, with revenue rising 22% year over year and operating income increasing 30%. There's nothing to gripe about regarding Alphabet's core business, but after the stock has doubled in the past year, investors need to look at valuation.
Alphabet's shares trade at about 25 times forward earnings, which isn't necessarily expensive for a big tech company. However, it's not cheap either. The S&P 500 trades for 22.2 times forward earnings, which indicates that Alphabet trades at a premium to the market. However, with Alphabet growing faster than the market, this slight premium is likely worth it.
Alphabet's stock was clearly undervalued a year ago, but that's no longer the case after a meteoric rise. While it's not a screaming deal right now, it's also not a bad investment and will likely outperform the market moving forward if it can keep up its high, double-digit growth rates.
SpaceX SPCX made history on Friday – raising $75 billion in the largest IPO “ever” – promptly gaining 19% in its Nasdaq debut.
The frenzy is real, the story is compelling, but the valuation, hovering around the $2 trillion mark, is already priced for perfection.
And for investors who prefer conviction over crowd psychology, there is a quieter, more grounded opportunity worth considering – Nokia (NOK).
Most people still associate Nokia with the brick-like handsets that dominated the early 2000s. That era is long gone.
Today, Nokia is a global communications infrastructure firm operating across four major business segments – mobile networks, network infrastructure, cloud and network services, and Nokia tech – selling equipment to carriers, hyperscalers, and data center operators across more than 100 countries.
In 2026, the brand licensing operation that handles the phone business is a footnote; the real story is in optical networks, IP routing, and next-generation wireless buildout.
Bank of America Securities now characterizes Nokia as a key data center interconnect and optical transport player, not merely a traditional mobile gear vendor.
And that rebranding is backed by hard numbers. Nokia’s Q1 results showed a 49% year-over-year growth in AI and cloud net sales, alongside €1 billion in orders from AI and cloud customers.
The company raised its “network infrastructure” growth expectations for the full year, particularly for its optical networks and IP networks subsegments that are critical for AI and cloud data centers.
All in all, Nokia stock is not a turnaround story anymore – it’s an infrastructure story with genuine momentum.
The single most “underappreciated” development in Nokia’s recent history is the depth of its team-up with Nvidia.
In late 2025, Nvidia made a direct equity investment in Nokia at $6.01 per share – a huge credibility signal that the broader market has been slow to fully price in.
The two companies are collaborating on AI-powered radio access network tech aimed at building the infrastructure backbone for the 6G era, at a moment when global internet traffic is exploding.
According to Nokia’s own projections, global network traffic is expected to grow roughly fivefold from 2024 levels through 2034, with AI workloads accounting for a disproportionate share of that demand.
Nokia opened an AI Networking Innovation Lab in Sunnyvale this May, a facility designed to co-develop next-generation networks for AI data centers alongside cloud and AI partners.
The SpaceX IPO is a genuine technological marvel wrapped in a financial instrument that demands you believe everything goes right, forever, from day one.
At its session high on Friday, SpaceX briefly touched a market cap approaching $2.21 trillion – a figure that leaves virtually no room for error, execution risk, or the “ordinary turbulence” that every young public company faces.
Let’s face it: history is littered with transformative firms that proved terrible early IPO investments precisely because the hype front-ran the fundamentals by years.
Nokia stock, by contrast, offers a different kind of proposition. With about $19.22 billion in annual revenue and a market cap of $82 billion, it trades at a meaningful discount to sales.
It’s an almost paradoxical setup for a business posting 49% artificial intelligence (AI) sales growth and attracting NVDA as a strategic investor.
NOK shares outperformed the broader technology equipment sector on Friday, even as the market’s attention was consumed entirely by the SpaceX spectacle – a quiet reminder that the most durable gains are often made away from the spotlight.
For investors who want real AI infrastructure exposure without paying a “once-in-a-generation” premium to get it, Nokia deserves a serious look, especially since Wall Street firms also currently rate it at “Overweight”.
So far this year, Nvidia (NVDA +0.15%) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally trailing those seen in the Nasdaq.
From a valuation perspective, the world's most valuable company boasts a forward price-to-earnings (P/E) ratio of about 22. Moreover, Nvidia's forward P/E has spent much of 2026 locked in a narrow corridor between roughly 18 and 25.
This steadiness raises two questions: When was the last time investors saw Nvidia's forward multiple behave this way and what happened next?
Image source: Nvidia.
Nvidia's valuation profile echoes its pre-AI boom Per the chart below, investors can see that Nvidia's forward P/E has not traded inside a comparable, compressed band since before the artificial intelligence (AI) revolution. Prior to the outburst of generative AI models back in late 2022, the market largely viewed Nvidia as a company primarily focused on graphics and gaming with a data center services side hustle.
NVDA PE Ratio (Forward) data by YCharts.
Once ChatGPT, Anthropic's Claude, and a handful of other frontier models arrived, demand for accelerated computing exploded. As it turns out, Nvidia's first-mover advantage in designing graphics processing units (GPUs) was uniquely positioned for this moment. Hence, the company's revenue and earnings rose dramatically virtually overnight. Subsequently, Nvidia's forward earnings valuation multiple broke out and spent the next few years oscillating at levels frequently above 40.
The current range represents a reversion to a pre-AI boom rhythm. Against this backdrop, the current sideways trading seen in Nvidia is the first real extended stretch of valuation stability since the world began pricing the company as the indispensable king of AI infrastructure build-outs.
Don't let valuation distract you from Nvidia's guidance Nvidia's valuation profile looks even more striking when set against the company's actual operating momentum. During the fiscal 2027 first quarter (ended April 26,2026), revenue from Nvidia's data center segment surged 92% year over year, reaching $75 billion. Management forecasted total revenue to be $91 billion next quarter, plus or minus 2%. This represents an acceleration quarter over quarter and a staggering 95% year-over-year growth.
To me, a forward earnings multiple stuck around 22 does not necessarily signal skepticism about Nvidia's near-term earnings power. Instead, I think it reflects a situation whereby the market has already baked in meaningful growth and is no longer willing to pay the premium multiples witnessed throughout 2023 to 2025.
Today's Change
(
0.15
%) $
0.30
Current Price
$
205.18
In other words, range-bound valuation multiples can be normal when investors simply expect continued strong top- and bottom-line expansion. These dynamics are actually quite common for mature, high-growth technology platforms.
Nvidia is positioned for another leg of valuation expansion After Nvidia's forward P/E dropped sharply to about 18 earlier this year, the multiple has more recently stabilized and begun to edge modestly higher within a tight range. This could suggest that early stages of valuation expansion are in the works. Perhaps the clearest reason why is Nvidia's growing number of strategic partnerships. These are the clearest catalysts for Nvidia's next leg up.
The company has invested billions of dollars in Nokia, Coherent, Lumentum, and Marvell Technology to fortify high-speed optical interconnects and advanced networking. These technologies are becoming increasingly important as hyperscalers allocate capital expenditure (capex) beyond GPU procurement and build more sophisticated infrastructure stacks within AI factories. Moreover, these relationships unlock numerous opportunities for Nvidia beyond data centers -- opening the door to scalable edge computing, robotics platforms, and autonomous vehicle systems.
These moves quietly broaden Nvidia's total addressable market (TAM) beyond chips. I think the company has started laying the groundwork to justify higher valuation multiples once execution catches up with these new opportunities. History suggests that if Nvidia's strong guidance is delivered, the current range-bound phase should turn out to be nothing more than a temporary consolidation before the next chapter of significant valuation rerating unfolds.
I’m always searching for a good bargain. Well, as long as it’s a bargain on something that I need and will actually use.
My favorite brands of polos and barefoot shoes are always on the list. It makes sense when applied to a new shirt or pair of shoes, but many fail to carry that thinking over to their stocks.
When share prices go down, it means there is a surge of shareholders that want to sell. It can be hard to buy something when the crowd doesn’t want it. For me, I can always use another high-quality dividend stock with an attractive price tag.
Locking in a good entry price means a better annualized yield and more income. However, the sky-high market valuations have made me feel like I’m looking for thrift-store bargains while walking down Fifth Avenue. Just because something is on-sale comparatively doesn’t mean it’s a price I’m willing to pay.
That might be changing.
Last week, the S&P 500 had its first losing week in 2.5 months. The markets went from pricing in another rate cut before the end of the year to pricing in rate hikes. Friday was the Index’s worst day since October.
Use It to Your Advantage The CNN Fear and Greed Index slid right through neutral and into fear. It hasn’t been this low since the first week in April. Fear is hitting the markets, but I’m not jumping on the bandwagon. Instead, I’m looking at how I can use it to my advantage.
One of the sub-indicators of the CNN Fear and Greed Index that I like to watch is stock price strength. It measures the number of new 52-week highs versus new 52-week lows on the NYSE. A month ago, the reading was 4%, but we’re now down to just 1%. I’m ready for it to slide through zero, putting more opportunities into the market.
Most people wouldn’t see this as good news. Who really wants to see their stock hit a new 52-week low?
But I’m on the search for opportunities, so I headed over to my stock screener and searched for stocks hitting a new 52-week low after June1. The resulting list was 1,666 companies.
I then filtered for US-based companies with a dividend yield between 3-30% and was left with just 41 stocks. I use 3-30% when I want to quickly weed out anything with an unsustainably high dividend and a dividend too low for me to even consider.
I will continue to use this screener through the summer volatility and probably through the end of the year.
It’s all about perspective. The S&P 500 has been ripping through new highs for over a year. Looking for a stock at a new 52-week low is not looking for junk in a mediocre market.
Instead, I’m looking for high-quality companies that have corrected from the past year’s rich valuations.
Keep These Companies On Your Radar Let’s jump right into a few companies I found that I want to keep an eye on.
Tractor Supply Company (TSCO) hit a new 52-week low on June 3 at $28.36. Shares are down 40.8% year to date resulting in a dividend above 3% for the first time in years.
For the first quarter, comparable store sales grew by just 0.5%, below the expected 2%. The main sales drag is its pet business, which makes up 24% of sales. I’ll admit this isn’t a section of the market that I know a lot about.
Apparently, the US pet market has shifted to a slower pace of growth. The pets from the COVID adoption boom are aging out, and the financial costs of caring for a pet are creating a new normal for this market.
TSCO recently decided to double down on the pet business by acquiring VIP Petcare. This is the largest provider of mobile veterinary care in the US.
Analysts are skeptical if this is a smart long-term idea, and question whether that money could have been better spent elsewhere. Meanwhile, the core farm and ranch business should be fine.
I’m adding this retailer to my watchlist and will take a closer look at the trends in animal care—both pets and livestock. A little more skepticism could give us a 3.5% yield.
AT&T (T) hit a new 52-week low on June 4 at $22.33. Shares are down 18.2% over the past year, raising its annualized yield to 4.9%. Shares had a decent run supported by debt reduction and solid earnings last year, but now uncertainty looms.
The SpaceX IPO has reminded analysts that Starlink is a very real threat to the telecom giants. Starlink has already disrupted the ISP market in rural areas where the major carriers have been unreliable for years. With Starlink pricing on par with legacy broadband, it may affect more users than originally thought.
And AT&T isn’t the only company on the list for this reason.
Comcast Corp. (CMCSA) hit a new 52-week low on June 4 at $23.13. Shares are down 25% over the last year, boosting its annualized yield to 5.7%. After cord-cutting gutted the company’s TV-business, broadband has been Comcast’s high-margin business that retained a monopoly in many markets.
The stock has been hit extra hard as the company committed more than $6.7 billion to develop a Universal theme park in Europe while Starlink is taking pieces of its core business.
Of the two, I will continue to keep an eye on AT&T. My Essential Income readers sold their AT&T position at the end of last year for a tidy profit of 82%. In that sell alert, I noted “If shares fall like I think they will, we’ll get another chance to collect a great yield from AT&T.”
This just might be that opportunity. I need to dig deeper into the Starlink affect. If AT&T’s yield hits 5%, I would probably add it back into my portfolio.
For more income, now and in the future,
Kelly Green
Originally published June 10, 2026
For more news, information, and strategy, visit ETF Trends.
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Under CEO Josh D'Amaro, Disney has empowered employees to use AI tools like Claude. Samuel Boivin/NurPhoto via Getty Images; Aurore Marechal/Getty Images Disney is encouraging streaming staffers to embrace AI while warning against wasteful token usage.
Streaming leaders at the Mouse House have recently been pushing employees to boost their velocity and productivity by using AI, two senior tech employees told Business Insider.
"The No. 1 thing is to increase velocity," or the pace of output, a high-level, AI-focused employee said.
However, Disney doesn't want its employees to be "tokenmaxxing," Andre Rohe, Disney's EVP of product engineering, said in a Wednesday meeting, according to two tech staffers in attendance. "Tokenmaxxing" refers to maximizing AI token usage, regardless of its impact on productivity.
One software engineer shared their three main takeaways from what Disney streaming leaders said on the call:
AI token tracking is meant to identify inefficient usageDisney wants to increase velocity when shipping features or delivering codeDisney is focused on code quality and product resiliency, not just speed, and hopes to minimize AI-coded products that fail after their releaseDisney has warmed to AI in the last year, providing employees with coding tools like Claude and Cursor while creating an AI Adoption Dashboard for staffers to track token usage. Some managers have sent check-in messages to software engineers who don't use AI.
Disney has also made clear that employees should be intentional about their AI usage. For example, a person familiar with the company's strategy said the AI dashboard isn't meant to incentivize high usage but rather to help staffers use AI tools efficiently and effectively.
Other major US companies, including Microsoft, are trying to limit unchecked AI token usage. Microsoft CEO Satya Nadella recently called tokenmaxxing "addictive." Firms are realizing that burning through AI tokens can be wasteful and may not incentivize the right projects.
One of Disney's Hollywood rivals, Paramount Skydance, informed tech staffers on Wednesday that it would implement "per-user monthly spend limits" on AI tokens. A Paramount exec said the cap would have a "high limit," though.
Out with the OpenAI deal, in with agentic armies and AI affectionDisney surprised the media industry by inking a billion-dollar deal with OpenAI in December that would have licensed its iconic characters to the now-defunct Sora AI video app, while opening the door to put AI-generated videos on Disney+.
The Mouse House got a shock of its own in March when OpenAI canceled its Disney deal and shut down Sora, less than a week into Disney CEO Josh D'Amaro's tenure.
While D'Amaro hasn't struck a major AI deal since its OpenAI arrangement fell apart, Disney spoke with "more than a dozen partners" about ways to implement AI, The Wall Street Journal reported in March.
Disney isn't sitting on its hands and waiting for an AI partner. Its top software engineers are using armies of AI agents to knock out coding projects, allowing them to accomplish far more than they could on their own.
Jason Cox, Disney's executive director of AI research and development and engineering, created an AI assistant he calls his "son" and said, in blog posts, that it had captured his "affection." It's unclear if Cox uses his AI chatbot for his work at Disney.
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Passive income is the rare line on a household balance sheet that does not care whether you showed up to work, whether the market opened green, or whether your employer is still hiring. It arrives on a schedule.
For income-focused investors, the appeal is concrete: it is the difference between a portfolio that has to be sold to fund retirement and one that funds it on its own. Dividend equities pull that off without the friction of rental tenants or the lockups of private credit.
Telecom is one of the few sectors built for this job. The infrastructure is laid, the cash flows are recurring, and the payouts are written into the capital allocation plan. Verizon (NYSE:VZ | VZ Price Prediction) sits at the top of that list, a Dow component with 20 consecutive years of dividend increases and a CFO who recently called the payout “ironclad.”
We screened our 24/7 Wall St. dividend equity research database for blue chips that turn a fixed share count into a meaningful annual paycheck, and Verizon stands out as a stock where just 1,000 shares can generate over $2,800 a year in passive annual income at the time of this writing.
Verizon: The Math on 1,000 Shares Current price: $46.95 Yield: 6.08% Cost of 1,000 shares: $46,950 Quarterly dividend: $0.7075 Annual passive income: $2,830 The math is clean. At $0.7075 per share per quarter, 1,000 shares of Verizon produce $2,830 in annual dividend income, a forward yield of roughly 6% on a $46,950 position. That figure assumes the current quarterly rate holds for four payments. Given the streak, the next raise is more likely than not.
Why The Yield Is This High Verizon is the largest U.S. wireless carrier, with roughly 146.8 million wireless retail connections and two reporting segments: Verizon Consumer at $26.45 billion in Q1 2026 revenue and Verizon Business at $7.42 billion.
The yield is structurally high because the business is mature, capital-intensive, and slow-growth. Spectrum, 5G, and fiber buildouts absorb capital that a faster-growing company would plow back into expansion. Verizon returns it to shareholders instead.
The dividend coverage backs that up. 2025 operating cash flow of $37.1 billion covered the $11.48 billion dividend payout roughly 3.2 times, with free cash flow covering it 1.75 times. Management guided 2026 free cash flow to $21.5 billion or more, an approximately 7% increase, leaving room for both the dividend and the restarted buyback.
What Has Changed Under New Leadership CEO Dan Schulman, who took over in 2025, is running what he calls a “play to win” turnaround. Q1 2026 delivered adjusted EPS of $1.28, a 6.18% beat against the $1.2055 estimate, and the first positive Q1 postpaid phone net adds in 13 years. Management raised full-year adjusted EPS guidance to $4.95 to $4.99, implying 5% to 6% growth.
The Frontier Communications acquisition closed January 20, 2026, pushing fiber broadband connections up 41.9% year over year to roughly 10.8 million.
Verizon has paid down about half of Frontier’s debt and plans to retire substantially all of it by year-end, working toward a target leverage ratio of 2x to 2.25x by 2027 from 2.6x today. The company also completed $2.5 billion in Q1 buybacks, its first repurchase program in over a decade, with at least $3 billion planned for the full year.
Ownership And Insider Signal Institutions hold 70.4% of the float, with Vanguard, BlackRock, and State Street historically the largest holders of a Dow staple like VZ. Insider activity skews to the buy side: CEO Schulman and the full C-suite, including CFO Anthony Skiadas, have added phantom stock units in every two-to-three-week window since March 2026, with no broad-based selling.
The Income Picture One thousand shares of Verizon at $46.95 produce $2,830 in annual dividend income, a blended yield of roughly 6% on a $46,950 position. Skiadas put it plainly on the Q1 call: “The dividend is still ironclad for us, and we raised the dividend $0.07 back in January, and that’s the 20th consecutive year.”
The 19-to-20-year increase streak, combined with cash flow that covers the payout three times over, is what separates a yield like this from the kind that disappears when the next quarter disappoints. For investors who reinvest those quarterly checks, the share count grows on autopilot, and so does next year’s paycheck.
Despite soaring energy prices and geopolitical tension, travel demand remains strong as the summer kicks off. The U.S. Travel Association projects inflation-adjusted travel spending to grow 1% in 2026 and 3% in 2027, with international travel in the U.S. rebounding due to the World Cup. Earlier this month, CoStar and Tourism Economics upgraded their U.S. RevPAR (revenue per available room) forecast to 2.8% year-over-year (YOY) following a 4.0% figure in Q1 2026, the highest quarterly RevPAR number on record.
Naturally, the travel sector is booming, right? Not so fast, my friend. Hotel stocks are making new highs, but airline, cruise line, and other travel stocks are lagging both the broader market and their hotel industry peers. Why is one subsector winning big while the rest of the industry lags? The answer, of course, lies in the Strait of Hormuz.
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Oil Is the Travel Sector’s Macro Sorting MechanismOil prices have been elevated above $90 per barrel since early March when Iran closed the Strait of Hormuz. High energy prices have squeezed consumers, yet travel demand remains firm. However, oil has become a sorting mechanism in the travel industry, and the market is re-rating the sector based on fuel exposure in earnings, not raw demand.
Airlines: Fuel is one of the three biggest cost line items for any airline, and consistently high jet fuel prices are cutting into airline profits. The U.S. Global Jets ETF NYSE: JETS is down more than 2% year-to-date (YTD), and the best-performing airline stock, Delta Air Lines Inc. NYSE: DAL, is also the most hedged since it owns a refinery.
Cruiselines: Despite record bookings, the cruise line industry’s earnings are also facing pressure from the oil shock. Norwegian Cruise Line Holdings Ltd. NYSE: NCLH already lowered its full-year 2026 EPS outlook during its Q1 2026 report last month. And the only oil-hedged cruise line, Royal Caribbean Cruises NYSE: RCL, is still down more than 3% YTD.
Online Travel Agencies (OTAs): OTAs aren’t insulated from the oil shock despite having no fuel costs. Tapped-out vacationers are eschewing international travel for cheaper domestic trips that reduce overall spend and slash OTA fee revenue. Airlines could also offset fuel cost increases by slashing commissions paid to OTAs for their listings. Booking Holdings Inc. NASDAQ: BKNG, the largest publicly-traded OTA, is down more than 25% YTD.
It’s not hard to see why hotels have outperformed. Hotels are best positioned to monetize travel demand because they don’t have to cover fuel costs. And some of the industry leaders aren’t even paying the mortgage on the real estate anymore.
2 Hotel Stocks Setting New Highs This SummerThe three hotel stocks listed here all have a common theme: a franchise business model. Under this model, a hotel franchisee bears all cyclical risks, including mortgage costs, labor, depreciation, insurance, and utilities. The brand collects a percentage of gross room revenue and other fees, and allows the operator to use their name and access their booking and loyalty engines. A capital-light system with recurring revenue is ideal for a macro shock environment, which is why these stocks have soared to new highs this year.
Marriott: Fee Machine Firing on All CylindersMarriott International Today
MAR
Marriott International
$402.54 +5.65 (+1.42%)
As of 06/12/2026 04:00 PM Eastern
52-Week Range$253.55▼
$403.25Dividend Yield0.73%
P/E Ratio42.24
Price Target$382.07
Non-RevPAR revenue streams are what set Marriott International Inc. NYSE: MAR apart from its peers.
Card fees were up 37% YOY in Q1 2026, and management boosted full-year gross fee guidance to a range of $5.93 billion to $5.99 billion.
The pipeline is also robust; a record 618,000 rooms, 43% of which are already under construction. Q2 RevPAR guidance was also boosted to a top range of 2.5%.
MAR shares are also enjoying strong technical momentum. The 50-day moving average has provided support for nearly a year, and the Moving Average Convergence Divergence (MACD) indicator is signaling a bullish momentum uptick. The fundamentals and technicals confirm the same story, and that’s more upside ahead.
Hilton: The Hotel Industry’s Purest CompounderHilton Worldwide Today
HLT
Hilton Worldwide
$346.17 +4.31 (+1.26%)
As of 06/12/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$241.45▼
$349.03Dividend Yield0.17%
P/E Ratio52.85
Price Target$348.55
Net unit growth is the catalyst for Hilton Worldwide Holdings Inc. NYSE: HLT. The company reported 131 new hotel openings during its Q1 2026 earnings release, with industry-leading net unit growth of 6.3%.
Hilton is targeting 6-7% unit growth over the rest of the year, and it is confident enough in this projection to raise RevPAR growth despite Middle East headwinds. System-wide RevPAR of 3.6% outperformed expectations, and a record 527,000 rooms are currently in the pipeline.
HLT shares have traded flat since the start of April, but remain up more than 15% YTD, and there’s evidence that the next leg of the rally is imminent. Support remains strong along the 50-day moving average, and the Relative Strength Index (RSI) has now pushed back into bullish territory.
The stock trades at a premium multiple of 37 times forward earnings, but the growth rate and capital returns ($3.5 billion in buybacks and dividends scheduled for 2026) command attention.
Should You Invest $1,000 in Marriott International Right Now?Before you consider Marriott International, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Marriott International wasn't on the list.
While Marriott International currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Restoration Hardware remains a buy despite a 2% stock decline and recent underperformance versus the benchmark. RH delivered a double beat on earnings and reiterated revenue growth, reinforcing my bullish thesis on sustained expansion. I see favorable catalysts developing for RH, though a quick turnaround is unlikely given its history of earnings misses.
Cult stocks attract acquisition speculation the way magnets attract iron filings. A loyal retail base, a strategic asset, and a richly debated future are exactly the ingredients buyers and analysts love to game out. The exercise below is structural in nature. None of the three names here has a confirmed or reported deal in the works, and most acquisition speculation never results in a transaction. The ranking weighs three verifiable factors: ownership and control structure, strategic fit for plausible acquirers, and size or valuation. We count down from least to most acquirable.
3. Reddit: Too Big, Too Controlled, Too Expensive Reddit (NYSE: RDDT | RDDT Price Prediction) is the least likely candidate on this list. The market cap is roughly $33.4 billion, and the business is firing on all cylinders. Q1 FY26 revenue grew 69.1% year over year to $663.41 million, with EPS of $1.01 versus $0.56 expected and daily uniques up 17% to 126.8 million. Net income margin expanded from 6.7% to 30.7%.
Hypergrowth like that signals no distressed sale. Reddit carries a dual-class share structure with founder Steve Huffman and Advance Publications holding outsized voting power, a classic takeover defense. Add antitrust scrutiny shadowing any big-tech bidder for a leading social-data property, plus a freshly authorized $1.0 billion buyback, and the math becomes difficult. The analyst consensus price target is $224.92, with forward earnings at 38x. A buyer would need to pay a premium on top of an already premium multiple. Strategic for AI data licensing? Absolutely. Realistically acquirable in the next 12 months? Not on these terms.
2. Roku: The Strategic Sweet Spot Roku (NASDAQ: ROKU) has been the subject of takeout chatter for years, and the structural case is the cleanest of the three. Market cap of about $18.0 billion is large but digestible for any mega-cap streamer, retailer, or ad-tech buyer. Q1 FY26 revenue rose 22.4% to $1.25 billion, platform revenue jumped 28%, and EPS of $0.57 beat the $0.35 estimate. FY25 was the company’s first profitable full year since IPO.
The strategic case writes itself: 100 million streaming households globally, The Roku Channel commanding 6.3% of all U.S. TV streaming, and first-party CTV ad data that any walled-garden buyer would covet. Founder Anthony Wood executed sizeable Class B-to-Class A conversions totaling 150,000 shares across April and May 2026, an unusual pattern that reduces founder voting concentration. Institutional ownership is high at 88.5%, meaning the float is widely held. Roku is expensive, with forward earnings at 52x, but the asset is unique and increasingly rare.
1. SoundHound AI: The Tuck-In Profile SoundHound AI (NASDAQ: SOUN) tops this structural ranking. Market cap of about $3.0 billion is by far the smallest, the kind of tuck-in size that fits comfortably inside any large-cap technology or automotive-tech acquirer. Q1 FY26 revenue grew 52% year over year to $44.20 million, with organic auto and IoT AI up 88%, marking six consecutive EPS beats. The customer roster reads like a strategic-buyer wish list: Stellantis, Panda Express, IHOP, Jersey Mike’s, Casey’s, BNP Paribas, Walmart ONN TV, plus a Korean OEM and an Italian sportscar brand.
Shares are down 29.4% year to date and 25.7% over the past year, lowering entry cost for any buyer evaluating voice and agentic AI capability at scale. CEO Keyvan Mohajer noted SoundHound “started the year strong with our top line growing 52% … incredible demand across all pillars.” The complicating factor: SoundHound is mid-acquisition, having announced a deal for LivePerson expected to close in H2 2026, with a combined $500 million revenue opportunity. An active acquirer is harder to acquire near-term, but once the LivePerson integration is in motion, SoundHound becomes a cleaner target. Small cap, strategic AI asset, depressed price, and real enterprise traction.
What the Ranking Says Structural acquirability is about the underlying mechanics. Reddit’s control structure and valuation make it the hardest to move. Roku occupies the strategic sweet spot, where size and strategic fit converge. SoundHound carries the cleanest tuck-in profile, even with its own deal in flight. None of these companies has a reported buyer, and structural likelihood is not the same as a coming transaction. What investors can watch is the next layer of evidence: insider behavior, integration milestones at SoundHound, and how Roku’s first-party data story develops as the CTV ad market consolidates.
Micron guided Q3 revenue to $33.5 billion and 81% gross margins while customers receive only 50%-66% of demand. The first five-year Strategic Customer Agreement signals improving earnings visibility and reinforces memory's role as a critical AI infrastructure. Q2 generated $11.9 billion in operating cash flow, $6.9 billion in free cash flow, and a record $6.5 billion in net cash position.
Drugmakers are only months into introducing GLP-1 pills and navigating huge changes in how patients pay for weight-loss drugs.
Even so, they're already outlining their visions for the future of obesity drugs.
At the American Diabetes Association's Scientific Sessions in New Orleans last week, drugmakers pitched doctors and investors on the idea of new shots and pills, drugs that can be taken less frequently, and new treatments beyond GLP-1s that could come with fewer side effects. The attendees debated where all these new treatments might fit in, especially with Eli Lilly currently dominating the market for shots and impressing attendees with data from its experimental triple-acting drug retatrutide that produced the most weight loss seen yet.
Lilly and rival Novo Nordisk showcased new GLP-1 pills they each introduced earlier this year. Both companies made the case that oral options are bringing more people into the market for weight loss drugs, with Novo touting that prescriptions of its Wegovy pill reached more than 3 million just five months into the launch.
Behind the two market leaders are a wave of new entrants hoping to get into the massive market in the coming years.
Structure Therapeutics and AstraZeneca each shared mid-stage data from their respective GLP-1 pills. Should those oral drugs succeed in Phase 3 trials, they would likely come to the market around 2029, three years behind Lilly, which introduced its small molecule pill Foundayo earlier this year (the Wegovy pill is an oral peptide).
Structure Therapeutics CEO Ray Stevens thinks there will still be plenty of room in the market by then.
"Who wins at the end of the day with competition? Patients, and that's really what this is all about," Stevens said, adding that being the second small molecule drug will be important. "We're really pushing hard to get into that second position behind orforglipron, now Foundayo."
Pfizer also unveiled mid-stage data from a shot it gained through its $10 billion acquisition of Metsera. The drug showed the potential to be given monthly, which Pfizer thinks would be more convenient than the currently weekly shots. Another drugmaker, Amgen, is testing a different drug that could be given monthly or possibly even quarterly.
Susan Sweeney, Amgen's executive vice president of obesity and related conditions, said the company sees an advantage in people not needing to take a weekly injection and instead thinking about treatment as little as four times a year.
"For somebody who's lived with obesity for a long time, it can be a major advantage in not remembering your disease," she said.
Some companies are looking beyond GLP-1 and other hot targets like GIP and glucagon to emerging areas like amylin, another hormone produced in the pancreas that helps people feel full. One company is Zealand Pharma, which presented mid-stage data from a drug called petrelintide that it's developing with Roche.
The experimental shot helped people lose almost 11% of their body weight -- less than the currently available injections Wegovy and Zepbound. But Zealand touted that fewer people taking the drug vomited than those in the placebo group.
"I truly believe that when these amylin [drugs] launch, we can have that, what I've described as an iPhone moment, because patients are so aware of the experience they have on the GLP-1s, and once you launch a new modality that gives you a better experience, people will queue up to get access to that new weight loss medication rather than staying on the more cumbersome medicines," said Zealand CEO Adam Steensberg.
Like the other potential new entrants, it will be years before Zealand's drug becomes available. Market leader Lilly is developing its own amylin analogue called eloralintide that's already in Phase 3 trials.
At this year's ADA, Lilly also presented Phase 3 results from its triple agonist retatrutide. That drug activates the GLP-1, GIP and glucagon receptors, producing dramatic weight loss.
At the highest dose, people lost an average of 28% of their body weight when they took retatrutide and stayed on it as prescribed in the trial. Lilly CEO Dave Ricks sees the drug a way to help people with a body mass index over 40, or the highest classification of obesity, achieve a healthy weight, something that's not possible if they have an average response to Lilly's current shot Zepbound.
"We showed what's possible, which is meaningful: Almost half the people lose more than 30% of their body weight," Ricks said. "So if you do start at a higher level, you can really get to a more healthy state, which is everyone's goal, I think."
Beyond Lilly and Novo?Investors are now trying to figure out whether the market will remain a duopoly between Lilly and Novo or whether the potential new entrants will become significant players. The newcomers point to the fact that about 2.5 billion people in the world are considered overweight, and 890 million are considered obese, according to statistics from the World Health Organization.
"The big question is not the volume, it's really the pricing," said Goldman Sachs analyst Asad Haider. "Where does that end up?"
Lilly and Novo have cut the price of their weight loss shots over the past year as they compete against one another and compounding pharmacies that sell less expensive knockoff versions of their drugs. Both Lilly and Novo are also trying to improve health insurance coverage of GLP-1 drugs for weight loss.
In a few weeks, millions of seniors on Medicare will be able to access the medicines for $50 a month out of pocket.
Novo Nordisk CEO Mike Doustdar thinks that in the coming years obesity will look like mental health once did, where people labeled it as one condition.
"Today that's depression, to bipolar, to schizophrenia, to many, many different issues with very distinct, different medications, and support for the patients. We view obesity that way," he said.
With so many drugs in the pipeline, the future of treating obesity, and who uses which treatment, could look very different. At least that's what drugmakers trying to gain a bigger share of the market hope.
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