Track market-moving stories before they get noisy

Key Takeaways Rigetti ended the first quarter with nearly $569 million in liquidity and no debt.Investments target Fab-1 expansion, refrigeration capacity and chiplet-based architecture.Rigetti plans to invest up to $100 million in the U.K. while pursuing quantum advantage. Rigetti Computing’s (RGTI - Free Report) first-quarter 2026 results highlighted that one of the company’s greatest strengths goes well beyond its quantum technology. It ended the quarter with nearly $569 million in cash, cash equivalents and available-for-sale investments, while remaining debt-free. This robust liquidity gives Rigetti the financial capacity to execute its multi-year technology roadmap without relying on frequent capital raises, a notable advantage in an industry where many emerging quantum players continue to face funding constraints.

The company intends to keep investing aggressively throughout 2026, with spending directed toward expanding Fab-1 manufacturing capabilities, increasing dilution refrigeration capacity and advancing its chiplet-based quantum architecture. While these investments may weigh on near-term profitability, they are designed to strengthen Rigetti’s technology leadership and support the development of larger, higher-performance quantum systems.

Management also emphasized that its primary objective remains long-term value creation rather than meeting short-term financial milestones. The company continues to focus on improving gate fidelity, scaling modular quantum computing systems and reaching quantum advantage over the next three years. Backed by disciplined capital allocation and a healthy balance sheet, Rigetti believes it has the resources needed to pursue these goals.

Beyond its U.S. operations, Rigetti plans to invest up to $100 million in the United Kingdom to expand its international presence while continuing to build strategic partnerships that support its technology roadmap. Although quarterly revenues are expected to fluctuate due to the timing of quantum system deliveries, the company’s strong financial foundation provides the flexibility to execute its long-term strategy and benefit from the growing commercial adoption of quantum computing.

Peers UpdatesQuantum Computing Inc. (QUBT - Free Report) or QCi announced the completion of acquiring NHanced Semiconductors, Inc. for a combination of cash and QCi stock valued at $73.1 million, subject to customary adjustments, and up to an additional $72.0 million if certain performance targets are achieved. The acquisition marks an important step in QCi’s transition from research-driven innovation and prototyping to scalable commercial production.

D-Wave Quantum (QBTS - Free Report) is expanding beyond annealing into gate-model quantum computing following its Quantum Circuits acquisition. The company targets roughly 175 physical qubits by the end of 2028, 10 logical qubits by 2030 and 100 logical qubits by 2032. However, delays in foundry capacity, chip integration or customer adoption could postpone commercialization and keep revenue growth uneven.

Rigetti’s Price Performance, Valuation and EstimatesShares of RGTI have lost 35.7% in the year-to-date period compared with the industry’s decline of 6.7%.

Image Source: Zacks Investment Research

From a valuation standpoint, Rigetti trades at a price-to-book ratio of 8.12, above the industry average. RGTI carries a Value Score of F.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Rigetti’s 2026 earnings implies a significant 71.9% improvement from the year-ago period.

Image Source: Zacks Investment Research

The company currently has a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways DOC formed a joint venture with Brookfield involving 86 outpatient medical properties worth $2.1 billion.BAM acquired a 49% stake, while DOC retained 51% control and continues managing the portfolio.The venture provides long-term capital, with 95% of the 5.6 million-square-foot properties leased. Healthpeak Properties, Inc. (DOC - Free Report) and Brookfield Asset Management Ltd. (BAM - Free Report) have formed a long-term strategic capital partnership through a joint venture involving a portfolio of outpatient medical buildings across the United States. DOC contributed 86 properties totaling about 5.6 million square feet, with the portfolio valued at roughly $2.1 billion.

The properties are spread across 11 states, including Kentucky, Indiana, Pennsylvania, Arkansas, Illinois, Minnesota, New Jersey and New York. The portfolio is 95% leased and has a weighted average remaining lease term of six years, giving the joint venture a stable base of rental income.

Brookfield and its affiliates acquired a 49% non-controlling stake in the venture, while Healthpeak retained a 51% controlling interest. Healthpeak will remain the managing member and continue to handle asset management, leasing and property management. The company received about $1.025 billion in gross proceeds from the sale of 49% stake, which reflects a trailing cash capitalization rate of about 5.9% and a valuation of roughly $380 per square foot.

Healthpeak will also have the right, for a limited period starting after year seven, to buy back Brookfield’s interest at a price designed to provide BAM with a 6.5% net annual rate of return, excluding initial transaction costs.

The deal gives Healthpeak access to long-term capital while allowing it to keep control of the properties and benefit from future value growth. The joint venture is expected to remain consolidated in Healthpeak’s financial statements, with Brookfield’s stake recorded as a non-controlling equity interest.

ConclusionHealthpeak is raising substantial cash without giving up control of a well-leased portfolio. The structure could fund debt reduction, share repurchases or investments in faster-growing areas while giving Brookfield access to durable healthcare real estate.

In the past three months, shares of this Zacks Rank #3 (Hold) company have gained 36.5% compared with the industry's 6.2% growth.

Image Source: Zacks Investment Research

Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Postal Realty Trust (PSTL - Free Report) and Welltower (WELL - Free Report) , each sporting a Zacks Rank of 1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for PSTL’s 2026 FFO per share is pegged at $1.41, which indicates year-over-year growth of 6.82%.

The Zacks Consensus Estimate for WELL’s full-year FFO per share is pinned at $16.32, which suggests an increase of 19.47% from the year-ago period.

Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.

With Space Exploration Technologies Corp. (NASDAQ: SPCX) set to report its first earnings as a publicly traded company on August 4, over 1.37 billion shares of SpaceX stock are scheduled to unlock on August 6, 2026

Two days after the company’s earnings report, 20% of locked-up SpaceX stock, representing about 911.5 million shares, will enter the tradable float, according to the S-1 filing. An additional 10% tranche, which is around  455.8 million SpaceX shares, may also unlock on the same date only if the stock trades at least 30% above the $135 IPO price for at least 5 of the 10 consecutive trading days ending on and including the earnings release date,

As SPCX traded at about $128.97 on July 21, the upcoming August 6 unlock wave is valued at more than $175 billion at press time. A further 7%, amounting to 319 million SpaceX shares, valued at approximately $40.8 billion, is scheduled to unlock around August 21.

Later on September 10, the company will release 7%, or about 319 million shares, also valued at $40.8 billion at the time of reporting. Currently, 555 million shares, or about 5% of the 13 billion SpaceX shares, are available in the public float.

Meanwhile, Elon Musk’s 6.4 billion SpaceX shares remain subject to a separate extended lock-up until June 2027, with no early release provisions.

What’s the impact of upcoming unlocks on SpaceX stock price? The upcoming SpaceX stock unlocks could increase selling pressure amid more than a 36% selloff since the all-time high (ATH).

SpaceX stock price chart. Source: Finbold However, SpaceX has received a bullish long-term projection from Wall Street analysts, as Finbold reported. Nonetheless, with the company’s quarterly earnings forecasts still unknown, SpaceX stock could face heightened volatility in the near term fueled by the upcoming share unlocks.

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Tesla TSLA shares are inching higher ahead of the company’s second-quarter earnings scheduled to be released after market close on Wednesday, July 22nd.

Consensus is for the EV specialist to post a nearly 15% year-on-year increase in earnings per share (EPS) to $0.31 on revenue of at least $25.7 billion – which would represent a 16% jump from last year.

While Tesla stock remains down significantly versus the start of 2026, options pricing suggests it’s poised to reclaim some of that loss after the Q2 print this week.

Heading into Tesla’s quarterly earnings, the put-to-call ratio on options contracts expiring July 24th sits at 0.54, indicating a strong bullish skew.

According to Barchart, the upper price on those contracts sits at just over $401 currently, signaling potential for a 5.36% rally in TSLA shares through the end of this week.

Much of the derivatives market’s confidence may be traced back to Tesla’s strong delivery report.

Earlier this month, billionaire Elon Musk’s company said it delivered 480,126 vehicles in its fiscal Q2, up 25% versus the same quarter of 2025.

Analysts at Cantor Fitzgerald seem to agree with options traders on Tesla shares.

In a note to clients this week, they maintained an Overweight rating on the EV firm and a strongly bullish $510 price target.

Their positive view is rooted in its high-margin Cybercab business.

“We believe TSLA will have the ability to scale rapidly following commercialization (despite the delayed expansion) and capture meaningful market share,” the firm’s analysts wrote.

Amidst accelerating milestones for the Optimus Gen 3 humanoid robots, Cantor Fitzgerald remains constructive on Tesla's ability to unlock recurring software economics as autonomy commercializes.

From a technical perspective, the EV stock is currently trading a little under its 20-day MA – with a decisive break above the $395 level expected to boost upward momentum in the near-term.

While top-line delivery growth provides a solid backdrop, Street’s post-earnings focus will quickly shift to automotive gross margins and capital spending efficiency.

Investors are eager to see if manufacturing scale, operational discipline, and localized supply chain efficiencies can offset pricing pressures and raw material cost headwinds, protecting operational profitability.

Beyond core auto metrics, management’s commentary on the earnings call regarding real-world AI investments – specifically concrete timelines for Full Self-Driving (FSD) expansion and scaling capital expenditure for data center compute – will likely act as a catalyst.

A decisive beat on core margins paired with confident guidance on physical AI infrastructure could give TSLA stock the momentum needed to clear technical resistance levels.

Heading into the earnings release, Wall Street remains bullish on Tesla Inc, with a “Moderate Buy” rating coupled with a $418 mean price target.

NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Microsoft and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until August 11, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Microsoft securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]

On January 28, 2026, Microsoft announced disappointing results for its fiscal second quarter ended December 31, 2025.  First, during the quarter Microsoft’s Azure growth had slowed suddenly and fallen below analyst expectations.  During the related earnings call, CFO Amy E. Hood revealed that the slower Azure growth was primarily due to computational capacity constraints, as Microsoft had diverted CPU and GPU capacity to Copilot applications and AI-related R&D.  Second, Microsoft revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing Microsoft’s capital expenditures for the first six months of its fiscal 2026 to increase to $72.4 billion compared to $88.2 billion for all of Microsoft’s fiscal 2025.  Third, Microsoft revealed, for the first time, that the number of paid Microsoft 365 Copilot seats totaled only 15 million to date, materially below analyst estimates and a fraction of the more than 450 million commercial Microsoft 365 users. 

On this news, the price of Microsoft stock fell nearly 10%.

Then, on February 3, 2026, The Wall Street Journal revealed, in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems,” that severe challenges and functionality issues had plagued Microsoft’s Copilot offerings, leading to Copilot losing market share during the Class Period to competing products such as Google’s Gemini.  The price of Microsoft stock continued to fall in the days after Microsoft’s second quarter 2026 earnings announcement as the market continued to digest the adverse news and sources such as The Wall Street Journal revealed new adverse information.

Thereafter, on March 17, 2026, The Wall Street Journal revealed in an article titled “Microsoft Seeks More Coherence in AI Efforts With Copilot Reorganization” that Microsoft was reorganizing its Copilot product teams to unify commercial and consumer versions partly in response to the challenges revealed by The Wall Street Journal’s prior reporting on Copilot’s problem-plagued development and disappointing customer adoption. 

On this news, the price of Microsoft stock continued to fall.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT: 
Danielle Peyton 
Pomerantz LLP 
[email protected] 
646-581-9980 ext. 7980 

Goldman Sachs has created a new platform to expand its offerings for wealthy clients and family offices who increasingly want direct stakes in fast-growing private companies, CNBC has learned.

The new group, called the alternative investments platform, combines Goldman's existing alternatives business with two newly established teams, according to a memo seen first by CNBC.

The new teams focus on direct investments in individual private companies, rather than broader private equity funds, and on helping clients buy and sell those stakes, according to the memo.

"There has been a lot of focus on the big growth tech names and getting clients access to those before they debut in the public markets," Kristin Olson, Goldman Sachs' global head of alternatives for wealth, told CNBC in an interview.

Goldman's move reflects two of the biggest trends reshaping Wall Street. The firm has spent years pushing deeper into wealth and asset management because of its perception as providing steadier revenues than investment banking and trading. At the same time, the most successful startups are staying private far longer than they once did, allowing early investors to capture most of the gains before public investors get a chance.

"Companies are going public at a trillion dollars," Olson said. "If you haven't participated along the way, you're clearly missing a big part of the growth cycle."

AI boomGoldman has been arranging direct investments in later-stage private companies for wealthy clients for roughly two decades, Olson said, pointing to Facebook before its 2012 IPO and later SpaceX, Stripe and Canva. But growth in demand for the asset class convinced executives to break out the business, she added.

The firm's goal, Olson said, is to help clients identify promising companies before they become household names.

Rather than targeting early-stage startups, Olson said Goldman generally focuses on later-stage companies that have established products, meaningful revenue and clearer paths toward profitability, seeking what she described as a "sweet spot" between risk and return.

The AI investment boom has only intensified demand. Beyond leading model developers, Goldman is increasingly steering clients toward investments in the infrastructure underpinning AI, including data centers and related projects, Olson said.

watch now

The announcement comes days after Goldman reported record quarterly revenue, with executives highlighting AI-driven activity across investment banking, trading and financing businesses. The results reinforced investors' view that Goldman is positioned to benefit from multiple facets of the AI investment cycle.

The announcement also formalizes Goldman's growing business helping clients find liquidity for private investments.

Through its new secondary advisory group, the firm plans to expand a marketplace that allows clients to buy and sell private holdings while also advising clients looking to exit investments held outside Goldman.

"We said, let's break that out and let's make it very clearly defined as something that we're leaning into," Olson said.

NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR) and certain officers. The class action, filed in the United States District Court for the Eastern District of New York, and docketed under 26-cv-03787, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired First Solar securities between February 26, 2025 and February 24, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.

If you are an investor who purchased or otherwise acquired First Solar securities during the Class Period, you have until August 24, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.  
 

[Click here for information about joining the class action]

First Solar is a solar technology company that provides photovoltaic (“PV”) solar energy solutions. First Solar manufactures and sells PV solar modules that convert sunlight into electricity. As relevant here, First Solar’s product offerings include its Series 6 Plus PV module, manufactured at facilities in locations including Malaysia and Vietnam.

At the outset of the Class Period, Defendants announced that First Solar would reduce production output of Series 6 modules at facilities in Malaysia and Vietnam in 2025, to account for circumstances including, inter alia, an “uncertain U.S. policy environment following the 2024 U.S. elections,” and “a supply and demand imbalance for Southeast Asian product”. Notwithstanding these circumstances, First Solar reassured investors that its primary market, the United States, enjoyed stable module prices.

Then, on April 2, 2025, United States (“U.S.”) President Donald J. Trump announced a series of “reciprocal” tariffs on U.S. imports from all countries, including rates of 24% and 46% on Malaysia and Vietnam, respectively, presenting a challenge to First Solar. These tariffs were subsequently reduced to 10%. Throughout the Class Period, Defendants continued to assure investors that the dynamic policy landscape presented a “long term favorable” for First Solar and actually “strengthened [its] relative position in the solar manufacturing industry”.

The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Defendants had overstated First Solar’s capacity to manage the impact of U.S. tariff policy on the Company’s business; (ii) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar’s projected performance in the 2026 fiscal year; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.

The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that “[international] facilities remain a pain point while tariffs exist” and “underutilization at [international] facilities remains a concern.” The Jefferies analyst also predicted that First Solar’s deployment opportunities were likely to be more limited in 2026.

On this news, First Solar’s stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.

Then, on February 24, 2026, First Solar issued a press release “announc[ing] financial results for the fourth quarter and year ended December 31, 2025.” Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar’s announcement, Baird Research downgraded its stock to Neutral from Outperform, citing “several question marks in forward outlook”.

On this news, First Solar’s stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising.  Prior results do not guarantee similar outcomes.    

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

Key Takeaways Molson Coors is pursuing Horizon 2030 to strengthen core brands and expand beyond beer categories.TAP is benefiting from momentum in premium brands like Peroni, Blue Moon and Coors Banquet.Acquisitions, cost savings and marketing investments are supporting Molson Coors' growth strategy. Molson Coors Beverage Company (TAP - Free Report) is executing a long-term growth strategy that emphasizes strengthening its core beer portfolio while expanding into higher-growth beverage categories. Building on its “Acceleration Plan” and the recently launched “Horizon 2030” strategy, the company is working to evolve from a traditional brewing business into a diversified beverage company.

Premiumization remains a key component of Molson Coors’ growth strategy as it expands its portfolio of higher-margin products, including premium beers and flavored alcoholic beverages. The company is benefiting from the strong performance of its premium brands and leveraging strategic pricing actions and a favorable product mix to support revenue growth despite ongoing volume pressures.

The company is seeing strength in above-premium offerings such as Peroni, Blue Moon, Coors Banquet and Madri Excepcional, which are expected to play an increasingly important role in driving sales and profitability. Molson Coors continues to support value-oriented brands, including Miller High Life and Keystone, through targeted innovation initiatives and localized market execution.

Molson Coors’ Horizon 2030 strategy is expected to support sustainable top-line growth. The strategy centers on strengthening the company’s core brands, expanding its presence in the above-premium beer segment and accelerating growth in faster-growing beyond-beer categories. Molson Coors continues to invest in its commercial capabilities, technology and marketing initiatives while leveraging acquisitions, such as Fever-Tree and Monaco Cocktails, to diversify its portfolio and unlock new growth opportunities.

TAP’s cost savings to support long-term value creation appear encouraging. Such endeavors will position Molson Coors to capitalize on evolving consumer preferences, strengthen its competitive position and support sustainable long-term revenue and earnings growth.

TAP’s Price Performance, Valuation and EstimatesShares of Molson Coors have lost 16.4% in the past six months compared with the industry’s rise of 4.7%.

Image Source: Zacks Investment Research

From a valuation standpoint, TAP trades at a forward price-to-earnings ratio of 8.48X compared with the industry’s average of 15.32X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for TAP’s 2026 earnings per share (EPS) shows a decline of 11.4% while that of 2027 indicates year-over-year growth of 4.2%. The company’s EPS estimate for 2026 and 2027 has been stable in the past 30 days.

Image Source: Zacks Investment Research

Molson Coors stock currently carries a Zacks Rank #3 (Hold).

Stocks to Consider in the Consumer Staples Space  United Natural Foods (UNFI - Free Report) , which is the leading distributor of natural, organic and specialty food and non-food products, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

 The Zacks Consensus Estimate for United Natural Foods’ current financial-year sales indicates a drop of 2.1% from the prior-year level. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.

 Medifast, Inc. (MED - Free Report) , which is a leading manufacturer and distributor of clinically-proven healthy living products and programs, currently carries a Zacks Rank #2 (Buy). MED missed the average earnings surprise by a sharp margin in the trailing four quarters.

 The Zacks Consensus Estimate for Medifast’s current financial-year sales indicates a decline of 25.9% from the year-ago number.

 Freshpet, Inc. (FRPT - Free Report) , which manufactures and markets natural fresh foods, refrigerated meals, and treats for dogs and cats, currently carries a Zacks Rank of 2.

 The Zacks Consensus Estimate for Freshpet’s current financial-year sales indicates growth of 9.5% from the prior-year level. FRPT delivered a trailing four-quarter earnings surprise of 49.4%, on average.

A year ago, a mainstream PC memory kit cost about $75. Today, the same kit can sell for as much as $460. The easy explanation would be another chip shortage. But this time, the culprit isn’t a lack of factories or broken supply chains. It’s a business decision.

The result? AI customers get priority, while everyone else pays more.

AI Is Paying More—So It Gets The WafersSamsung, SK Hynix and Micron control the vast majority of the global DRAM market, giving the three companies enormous influence over where memory production goes.

Unlike conventional DRAM, HBM commands significantly higher prices while consuming much more manufacturing capacity. Every wafer redirected toward AI memory means less supply for PCs, smartphones and automotive chips.

As semiconductor commentator Shanaka Fernando recently argued in a post on X, no coordinated action is needed to create today’s tight memory market. The economics are doing the work. AI memory generates higher returns, and manufacturers are simply following the margins.

The numbers show just how dramatic that shift has become.

According to TrendForce data, conventional DRAM contract prices surged 93% to 98% in the first quarter before climbing another 58% to 63% in the second quarter. NAND flash prices also rose 70% to 75% as suppliers continued prioritizing AI-related products over mainstream memory.

Even the Biggest Customers Are Feeling the PressureThe squeeze is now rippling across the technology industry.

Meanwhile, HBM capacity is effectively sold out through 2026, with much of 2027 production already committed. That has allowed memory makers to lock in premium pricing while demand continues to outstrip supply.

For Samsung, SK Hynix and Micron, the strategy has translated into expanding margins. By selling more high-value AI memory and less conventional DRAM, the industry’s biggest players are earning more from fewer consumer-focused chips.

Today’s Shortage Could Become Tomorrow’s GlutThe current pricing boom is unlikely to last forever.

Micron is building new fabs in Idaho and New York, while Samsung and SK Hynix continue expanding production capacity. Those investments are expected to come online over the next two years, increasing supply just as China’s CXMT rapidly expands its presence in the commodity DRAM market.

For now, however, AI remains first in line.

The bigger story isn’t simply that PC memory has become dramatically more expensive. It’s that AI has fundamentally changed how the world’s three largest memory makers allocate capital. As long as AI data centers continue delivering the highest returns, consumer electronics will keep competing for whatever capacity is left behind.

Photo: Pete Hansen / Shutterstock

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Key Takeaways Both ASML and TSM recently posted rock-solid quarterly results, with each raising sales outlooks. AI-driven demand remains red hot, with both companies playing critical roles in the landscape. Bullish revisions have flowed in post-earnings, keeping their near-term outlooks bullish. The 2026 Q2 earnings season really picks up pace this week, with a few Magnificent Seven members, namely Alphabet and Tesla, headlining the docket. The big banks got us off to a great start, delivering solid results without giving the market any unexpected spooks.

So far throughout the cycle, several companies, including Taiwan Semiconductor (TSM - Free Report) and ASML Holding (ASML - Free Report) , have both raised sales guidance, again underpinning just how fierce the demand picture has become concerning the AI frenzy.

ASML Plans to Increase CapacityASML designs, develops, integrates, and services advanced systems used by major global semiconductor manufacturers to create cutting-edge chips that power artificial intelligence, high-performance computing, and a wide array of other electronic and communications technologies.

Strong AI-driven demand led ASML to raise its full-year sales outlook in its recent quarterly release, also now planning to boost its machine production capacity over the next several years due to strong order intake. Overall sales of $10.8 billion grew 25% YoY, while earnings also saw strong growth, both crushing our consensus estimates.

The stock’s outlook remains bullish, with EPS revisions jumping higher across the board post-earnings.

Image Source: Zacks Investment Research

TSM Posts Huge Growth Taiwan Semiconductor, a current Zacks Rank #1 (Strong Buy), is the world's leading semiconductor foundry, reflecting a highly critical player in the technology landscape amid the AI frenzy. It manufactures the powerful chips needed to run next-generation AI technologies.

Thanks to the huge wave of artificial intelligence spending, TSMC raised its full-year revenue growth forecast to roughly 40%. The company also increased its CapEx budget to a range of $60 - $64 billion to expand its manufacturing capacity to keep pace with the soaring demand for advanced AI chips. Sales of $40.2 billion grew 33% YoY, with earnings also climbing a rock-solid 75% YoY. Both items beat our consensus estimates handily.

EPS revisions have moved higher across near-term timeframes following the release, keeping the stock’s momentum and overall outlook notably bright.

Image Source: Zacks Investment Research

Bottom Line

The 2026 Q2 earnings season is kicking into a much higher gear this week, with many notable companies slated to report in the coming days and weeks.

And so far, both ASML Holding (ASML - Free Report) and Taiwan Semiconductor (TSM - Free Report) have been standouts thanks to red-hot demand. The results from the pair further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.  

Key Takeaways Broadcom's VCF demand helped Infrastructure Software revenue rise 9% to $7.2 billion in fiscal Q2.VCF 9.1 unifies AI inference, Kubernetes and virtualized workloads across NVIDIA, AMD and Intel platforms.Standard Chartered is standardizing on VCF across 54 markets, with nearly 70% of infrastructure migrated. Broadcom’s (AVGO - Free Report) VMware Cloud Foundation (VCF) is becoming a major growth engine for the Infrastructure Software business. Demand for VCF 9.1 remains strong as enterprises increasingly deploy on-premises private clouds to support AI inference, Kubernetes and traditional virtualized workloads on a common platform. This momentum helped Infrastructure Software revenues increase 9% year over year to $7.2 billion in the second quarter of fiscal 2026, with Broadcom projecting an acceleration to approximately $8.9 billion, up 31% year over year, in the third quarter of fiscal 2026.

Broadcom is positioning VCF as the operating platform for enterprise AI. The latest VCF release supports heterogeneous computing across NVIDIA (NVDA - Free Report) , AMD and Intel platforms, allowing enterprises to run AI inference, Kubernetes and traditional virtualized workloads on a unified private cloud. Customers deploying VCF for private cloud modernization are also adopting AI workloads. This enables AVGO to sell additional software capabilities around automation, security, networking and AI infrastructure management. This is increasing customer spending while strengthening long-term annual recurring revenue, which grew 17% year over year in the second quarter of fiscal 2026.

Standard Chartered recently selected VCF to modernize its global IT infrastructure, reinforcing the growing enterprise adoption of Broadcom’s flagship private cloud platform. The bank is standardizing its infrastructure on VCF to support secure, software-defined private cloud operations across 54 markets. With nearly 70% of its infrastructure already migrated, the deployment enables faster infrastructure provisioning, stronger zero-trust security and greater operational resilience for mission-critical banking services.

The Standard Chartered deployment strengthens Broadcom’s long-term software prospects by showcasing VCF’s ability to win large, multi-year enterprise transformation projects in highly regulated industries. As more global enterprises adopt VCF to modernize private cloud environments while preparing AI-ready infrastructure, Broadcom is well positioned to expand recurring software revenues, increase annual recurring revenue and strengthen the Infrastructure Software segment as a durable growth driver, alongside its AI semiconductor business.

AI & VMware to Drive AVGO’s Top-Line GrowthBroadcom expects AI semiconductor revenues to reach approximately $56 billion in fiscal 2026, up roughly 180% year over year, and exceed $100 billion in fiscal 2027. Long-term agreements with Google, Meta, OpenAI and Anthropic provide strong visibility into future demand for custom AI accelerators and networking products.

Broadcom’s AI semiconductor business builds the hardware infrastructure, while VCF provides the software layer enterprises need to deploy and manage AI applications securely. This combination allows AVGO to participate across the AI stack — from silicon and networking to enterprise software — creating multiple avenues for sustained revenue growth and reducing dependence on any single business segment.

AVGO Faces Tough CompetitionBroadcom is facing stiff competition in the semiconductor and infrastructure software markets from NVIDIA and Cisco Systems (CSCO - Free Report) , respectively.

NVIDIA is at the center of AI computing, with its products widely used across data centers, gaming and autonomous vehicles. The company’s newer Hopper 200 and Blackwell GPU platforms are being adopted quickly as customers work to grow their AI infrastructure. Data Center revenues reached $75.2 billion in the first quarter of fiscal 2027, up 92% from a year ago and up 21% sequentially, driven by the ramp-up of Blackwell 300 products and demand for InfiniBand, Spectrum-X Ethernet and NVLink solutions.

Cisco competes with Broadcom in the AI networking infrastructure domain. Cisco provides AI networking systems built around Silicon One, Nexus switches, routers, Acacia optics and end-to-end AI fabrics. Cisco recently raised its fiscal 2026 hyperscaler AI infrastructure orders target to $9 billion (from $5 billion), highlighting strong traction in AI networking. Cisco’s strategy to deliver the entire AI networking stack by combining Silicon One, Nexus switching, Acacia optics, security, observability and AI networking software has been a key catalyst.

AVGO’s Share Price Performance, Valuation & EstimatesBroadcom shares have appreciated 11% year to date, underperforming the broader Zacks Computer and Technology sector’s return of 12.1%.

AVGO Stock Lags Sector
Image Source: Zacks Investment Research

The AVGO stock is trading at a premium, with a forward 12-month price/sales of 11.59X compared with the broader sector’s 6.6X. Broadcom has a Value Score of D.

AVGO Stock’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $11.74 per share, up by a penny over the past 30 days, suggesting 72.14% growth from fiscal 2025’s reported figure.
 

Broadcom currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Annaly Capital Management (NLY 0.48%) and Starwood Property Trust (STWD +0.12%) are two of the largest real estate investment trusts (REITs) focused on mortgage investments. Annaly is the biggest residential mortgage REIT by market cap, while Starwood is the largest one focused on commercial real estate financing. Both REITs currently offer eye-popping yields: Annaly's is 12.5%, while Starwood's is 11.6%.

Here's a look at which of these high-yielding financial stocks is the safer buy for income-focused investors right now.

Image source: Getty Images.

Finally trending in the right direction Annaly Capital Management currently pays a $0.75 per-share quarterly dividend. The mortgage REIT just increased its payment from $0.70 per share. That payment boost underscores "the strong performance of Annaly's diversified housing finance portfolio and our focus on driving shareholder value," stated CEO David Finkelstein in the press release unveiling the increased payment. It's Annaly's second dividend increase in the last 18 months (it hiked its payout from $0.65 per share to $0.70 per share in early 2025). That reversed a long series of payment cuts over the years.

The REIT's improved earnings are driving the dividend increases. Its earnings available for distribution (EAD) have risen from a low of $0.64 per share in the first quarter of 2024 to its recent level of $0.76 per share. Its current earnings support its recently raised dividend.

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Annaly has built a diversified platform that delivers durable cash flows and superior risk-adjusted returns. It invests in Agency MBS (pools of mortgages guaranteed by government agencies), residential credit (non-agency residential mortgages), and mortgage servicing rights (MSR). That diversification gives it the flexibility to capitalize on current market conditions. For example, it allowed its Agency MBS portfolio to decline in the first quarter while investing heavily to grow its residential credit portfolio (up 30%) and MSR portfolio. That positions it for continued EAD growth, putting its payout on a sustainable footing.

A model of income consistency Starwood Property currently pays a quarterly dividend of $0.48 per share. It has never cut its payment in its 17 years as a public company and has maintained its current rate for more than a decade. It's the only mortgage REIT that has never cut its dividend.

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That's the good news. The concern lies in its current coverage ratio. Starwood's distributable earnings were only $0.39 per share last quarter. While that was up from $0.37 per share in the prior quarter, it's still below the dividend. That's due in part to the short-term dilution from its purchase of Fundamental Income Properties for $2.2 billion last year. It took a near-term earnings hit because it wanted to own that platform. Fundamental will provide durable, growing rental income (at the time of the deal, Fundamental's portfolio of net-lease real estate had a 17-year weighted-average lease term and 2.2% average annual rent escalations). That growing rental income will be very accretive to earnings starting next year.

Fundamental Income is part of Starwood's plan to grow its earnings and dividend coverage. It has a clear line of sight to achieve earnings above the current dividend level in the coming quarters. Catalysts include growth from Fundamental Income, reinvesting higher-than-normal cash balances across its businesses, and working through the sales of real estate assets that currently aren't generating income. This visibility into improved earnings drives the REIT's confidence in the dividend.

The current numbers point to Annaly Annaly's growing earnings have enabled the REIT to increase its dividend following a series of prior cuts. It's currently earning more than its dividend level, which should continue for the foreseeable future. Starwood, on the other hand, isn't currently earning enough to cover its dividend. While the REIT has a clear line of sight to earnings above its dividend in the coming quarters, there's always a risk its plan will fail to deliver. Given that, Annaly is currently the safer income play.

Key Takeaways WST is expected to post 9.2% revenue growth and 13% higher EPS in the second quarter.West Pharmaceutical Services may benefit from strong biologics and GLP-1 component demand.WST's margins may gain from favorable product mix, pricing and manufacturing efficiencies. West Pharmaceutical Services (WST - Free Report) is scheduled to release second-quarter 2026 results on July 23, before the opening bell. In the last reported quarter, the company delivered an earnings surprise of 26.79%. WST’s earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 19.37%.

Q2 EstimatesPer management, the company expects first-quarter revenues to be in the range of $770-$790 million, implying 5-7% organic sales growth. Also, adjusted diluted earnings per share (EPS) are expected to be in the range of $1.65-$1.70.

Currently, the Zacks Consensus Estimate for revenues is pegged at $836.8 million, indicating growth of 9.2% year over year. The consensus mark for earnings is pinned at $2.08 per share, indicating an improvement of 13%.

Our model estimates total revenues to be $832.7 million, implying a 9.8% organic improvement year over year. The adjusted EPS is estimated to be $2.06. While the Proprietary Products segment sales are anticipated to be $680.3 million (organic growth of 11%), West Vantage (formerly Contract Manufacturing) segmental sales are likely to be $152.4 million (organic growth of 5.1%). Operating profit for the Proprietary Products segment is expected to increase 15.8%, while that for the West Vantage segment is projected to decline 4%.

Factors to NoteWest Pharmaceutical Services is expected to have delivered another solid quarterly performance, supported by sustained demand for high-value products (HVP), continued strength in biologics and GLP-1-related components, and favorable product mix. The company's recent commentary suggests that demand across both GLP-1 and non-GLP-1 markets might have remained healthy, aided by increasing biologics adoption, biosimilar launches and Annex 1-related conversions. Management also highlighted improving manufacturing productivity and capacity utilization across its European facilities, which likely supported higher output and operating leverage. Elevated oil, freight and commodity costs may have created some margin headwinds, although pricing actions, operational efficiencies and favorable product mix are expected to have largely offset these pressures.

Within the Proprietary Products segment, HVP Components are likely to have remained the primary growth engine. Demand from GLP-1 therapies should have stayed robust, supported by expanding patient adoption, broader reimbursement, new indications and continued injectable market growth. At the same time, non-GLP-1 HVP Components are expected to have benefited from strong biologics demand, increasing NovaPure adoption, biosimilar commercialization and continued customer migration toward higher-value products under Annex 1 compliance initiatives.

HVP Delivery Devices are also expected to have posted healthy growth, supported by SelfDose and Crystal Zenith, while SmartDose volumes likely remained elevated ahead of the planned divestiture. Standard Products, however, may have recorded only modest growth as ongoing customer conversions toward HVP Components continued to weigh on legacy product volumes.

West Vantage is expected to have delivered steady growth, supported by increasing demand for drug-handling services and self-injection devices used in obesity and diabetes therapies. However, the ongoing transition from the continuous glucose monitoring contract may have partially offset the benefit.

Earnings are likely to have benefited from favorable HVP mix, manufacturing efficiencies and pricing discipline. Continued operating leverage and disciplined capital spending should have supported earnings growth despite inflationary cost pressures, positioning the company for another quarter of healthy margin expansion and solid EPS performance.

Earnings Beat LikelyOur proven model predicts an earnings beat for WST this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is the case here.

Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate (earnings of $2.09 per share) and the Zacks Consensus Estimate, is +0.66%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Zacks Rank: The company sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Other Stocks Worth a LookHere are some other medical product stocks worth considering, as these too have the right combination of elements to post an earnings beat this reporting cycle.

Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.41% and a Zacks Rank #2 at present.

HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 3.74%. The Zacks Consensus Estimate for HSIC’s second-quarter EPS indicates an improvement of 10.9% from the year-ago reported figure.

Alcon (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank of 2 at present. The company is set to release second-quarter 2026 results on August 10.

ALC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 3.66%. The Zacks Consensus Estimate for ALC’s second-quarter EPS implies an improvement of 1.3% from the year-ago reported figure.

Cardinal Health (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank of 2 at present. The company is slated to release fourth-quarter fiscal 2026 results on Aug 11.

CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. The Zacks Consensus Estimate for CAH’s fourth-quarter EPS reflects a gain 16.4% from the year-ago reported figure.

The prevailing narrative says the consumer, squeezed by inflation, higher gas prices and a steady sense of uncertainty, is ready to pull back. Synchrony’s second-quarter results point in a more optimistic direction. People are still using their cards, and much of the growth is coming from how often they spend rather than from bigger individual purchases.

The results, reported Tuesday (July 21), put purchase volume at $49.8 billion, up 8% from $46.1 billion a year earlier. Average active accounts were roughly flat at 68.3 million, compared with 68.1 million a year ago. Co-branded cards did much of the work, accounting for $25.8 billion of purchase volume, a 23% increase.

Those figures describe a consumer that Brian Wenzel, executive vice president and chief financial officer at Synchrony, described in an interview with PYMNTS CEO Karen Webster as more durable than sentiment measures might suggest.

“There’s this perception given gas prices and inflation that the consumer is going to bend or come under a lot of duress,” Wenzel said. “Sales accelerated, even though gas prices are up, inflation was up, but [consumers] continue to spend,” and they continue to spend in discretionary categories, he added.

The company’s data support that view. Discretionary spending as a share of out-of-partner co-branded spend held relatively steady through the first half of the year across super-prime, prime and non-prime customers.

Asked whether that reflected broad consumer health or simply a shift in Synchrony’s portfolio toward prime and super-prime borrowers, Wenzel said mix plays a role, though not in the way conventional assumptions might suggest. “Our non-prime is down 130 basis points quarter on quarter. So yes, mix does help,” he said. “But when you look at that non-prime category, we still see resiliency.” The more noticeable softness, he noted, is among middle-prime consumers, who may be seeing less wage growth while facing affordability pressures.

On whether shoppers are buying more or simply paying more for a bigger basket, Wenzel said the answer came down to frequency rather than ticket size. Average transaction values were down on a reported basis because of portfolio mix, he said, and would have risen just under 2% excluding that effect. Transaction frequency, by contrast, was up roughly 6% to 9%.

“So, really, the consumers that we see are engaging and spending more on a frequent basis,” he said.

The strength was broad based across Synchrony’s businesses. Diversified & Value rose 12% to $17.2 billion, Digital increased 9% to $14.9 billion, Home & Auto advanced 6% to $12.1 billion, Lifestyle gained 6% to $1.5 billion and Health & Wellness increased 2% to $4.1 billion.

Credit Holds as Walmart Adds Volume The growth in spending has not, so far, come at the expense of credit quality. The net charge-off rate was 5.43%, down from 5.70% a year earlier. The 30-plus-day delinquency rate stood at 4.16%, and 90-plus-day delinquencies were 2.01%. The allowance for credit losses eased to 10.09% of period-end loan receivables.

Wenzel credited underwriting changes made in 2023 and 2024, along with a shift in how customers pay. More have enrolled in autopay, he said, and Synchrony has used pre-collection outreach to contact higher-risk customers before their accounts move further into delinquency.

On the analyst call, Synchrony reported a 17% payment rate, roughly 70 basis points above the prior year and about 170 basis points above the 2015 to 2019 pre-pandemic average. The company attributed the difference largely to new portfolios, product-mix shifts and prior credit actions.

The rising payment rate cuts both ways. It signals a healthy consumer, but a faster pace of repayment is not necessarily good for the balance sheet. More than half of the recent increase came from new programs including Walmart and Lowe’s, Wenzel said, with lower promotional balances adding to it. Together, those effects accounted for about 85% of the payment rate increase.

Walmart’s OnePay relationship is also beginning to shape Synchrony’s transaction mix. Wenzel described it as a three-party relationship among Synchrony, OnePay and Walmart, with early adoption concentrated among Walmart+ customers. “The value proposition really resonates with the Walmart+ customer. So we see high engagement with those,” he said. “And those folks are buying more than groceries.”

A Measured Take on AI Synchrony is also exploring where artificial intelligence can improve distribution and productivity, though Wenzel was more measured than much of the rhetoric surrounding the technology. He sees opportunities in commerce and internal productivity, he said, but noted that “the curve of delivering that productivity is slower than people thought.” He also pointed to token, credit and licensing costs as something to watch as providers seek returns on heavy AI investment.

Looking ahead, Synchrony’s earnings call commentary and investor materials indicate the company expects strong purchase-volume growth to continue through 2026, receivables growth to accelerate in the second half, and the full-year net charge-off rate to hold in a range of 5.5% to 6%, and perhaps below that level.

For now, Wenzel said, Synchrony is not seeing the pullback that might be expected from consumers worried about employment or household finances. “We don’t see that fear in folks,” he said, adding that “they’re continuing to spend and [are] confident.”

NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Hub Group, Inc. (“Hub Group” or the “Company”) (NASDAQ: HUBG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Hub Group and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until August 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Hub Group securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.

[Click here for information about joining the class action]

On February 5, 2026, Hub Group announced that the Company’s financial statements for the first three quarters of 2025 should not be relied upon due to “an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025.”  The Company revealed that its reports for those quarters “were in each case materially misstated due to the aforementioned error and should no longer be relied upon” and that “the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps.”  The Company also estimated that “[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million.”  As such, Hub Group stated that it “plans to restate its financial statements for the first, second and third quarters of 2025.”   

On this news, Hub Group’s stock price fell $9.37 per share, or 18.25%, to close at $41.96 per share on February 6, 2026. 

Then, on May 12, 2026, Hub Group announced that it had “identified certain transactions that were prematurely or incorrectly recognized or not adequately supported,” causing its 2023 and 2024 annual reports filed with the SEC to be “materially misstated,” such that they “should no longer be relied upon.”  The Company did not quantify the expected misstatement, although it “expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023.”  

On this news, Hub Group’s stock price fell $5.24 per share, or 12.52%, to close at $36.62 per share on May 12, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT: 
Danielle Peyton 
Pomerantz LLP 
[email protected] 
646-581-9980 ext. 7980 

Key Takeaways Acadia received FDA Fast Track designation for remlifanserin in Alzheimer's disease psychosis. ACAD expects phase II top-line data between September and October 2026 as phase III enrollment continues. Acadia expects Nuplazid and Daybue combined net sales of about $1.7 billion by 2028. Acadia Pharmaceuticals (ACAD - Free Report) announced that the FDA has granted Fast Track designation to its investigational, highly selective, 5-HT2A receptor inverse agonist, remlifanserin, for the treatment of hallucinations and delusions associated with Alzheimer’s disease psychosis (ADP).

The FDA’s Fast Track designation is intended to expedite the development and review of drugs that treat serious conditions and fulfill unmet medical needs to get important new drugs to patients earlier. It offers benefits, such as more frequent FDA interactions, rolling submission of marketing applications and potential eligibility for Priority Review if certain conditions are met.

According to Acadia, there are currently no FDA-approved therapies for treating ADP.

More on ACAD’s RemlifanserinClinical Development ProgramAcadia is currently evaluating the safety and efficacy of remlifanserin in the RADIANT development program for the treatment of hallucinations and delusions associated with ADP. The company has completed enrollment in the phase II portion of the program and now expects to report top-line results between September and October 2026. Meanwhile, in line with the RADIANT program's seamless operational design, screening and patient enrollment are already underway for the phase III studies. In 2025, ACAD initiated another phase II study of remlifanserin for a second indication – Lewy Body Dementia with Psychosis.

Year to date, ACAD shares have lost 6% against the industry’s 2.4% growth.

Image Source: Zacks Investment Research

Apart from remlifanserin, Acadia’s clinical pipeline comprises several other candidates. The company, in partnership with Saniona, is gearing up to initiate a mid-stage study of ACP-711 for essential tremor in late 2026. In late 2025, ACAD initiated a mid-stage study of ACP-211 for the treatment of major depressive disorder. A first-in-human study of ACP-271 in healthy volunteers was also initiated in the first quarter of 2026.

ACAD's Marketed Drugs Expected to Aid GrowthAcadia’s long-term growth is supported by its lead product, Nuplazid and Daybue, in the United States. The company expects to generate around $1.7 billion in combined net sales by 2028, including $1 billion for Nuplazid and $700 million for Daybue.

Nuplazid is the first and only FDA-approved treatment for hallucinations and delusions associated with Parkinson’s disease psychosis in the United States. The drug enjoys patent protection in the United States until 2038, giving it a long runway for revenue generation by protecting against generic erosion. In the first quarter of 2026, Nuplazid recorded $167 million in sales, up 5% year over year, driven primarily by volume growth.

Since its U.S. launch in 2023 as the first and only treatment for Rett syndrome in adults and pediatric patients aged two years and older, Daybue has witnessed encouraging sales uptake. In the first quarter of 2026, Daybue recorded $101 million in sales, up 20% year over year, driven by growth in the drug’s unit sales as Acadia shipped it to more unique patients. A similar filing is also currently under regulatory review in the EU. A potential nod could further boost sales. Daybue is also marketed (and available) in Canada and Israel for the same indication.

In late 2025, the FDA approved Daybue Stix (trofinetide), a dye- and preservative-free powder formulation for the treatment of Rett syndrome in adults and pediatric patients aged two years and older. The new product expands the Daybue franchise, which remains the only FDA-approved treatment option for this indication.

Daybue Stix is now broadly available in the United States. The company will continue to offer the current oral solution alongside the new formulation, strengthening its positioning in the Rett syndrome treatment market.

ACAD's Zacks Rank & Stocks to ConsiderAcadia currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the biotech sector are Neurocrine Biosciences (NBIX - Free Report) , Amarin Corporation (AMRN - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Over the past 60 days, estimates for Neurocrine Biosciences’ 2026 earnings per share have risen from $9.15 to $9.44. Over the same period, EPS estimates for 2027 have increased from $10.23 to $10.79. NBIX shares have gained 22% year to date.

Neurocrine Biosciences’ earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 9.08%.

Over the past 60 days, loss per share estimates for Amarin have narrowed from $6.36 to 65 cents for 2026. Over the same period, estimates for loss per share have also narrowed from $4.64 to 51 cents for 2027. AMRN shares have lost 2.5% year to date.

Amarin’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 50.02%.

Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have increased to $3.02 from $2.97. Over the same period, EPS estimates for 2027 have risen to $4.92 from $4.81. LQDA shares have soared 123.5% year to date.

Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 54.40%.

Key Takeaways Lamb Weston's quarterly revenues are likely to rise, supported by North America growth.Customer wins, market-share gains and an extra selling week are likely to lift North America volumes. Unfavorable price/mix and international weakness are likely to continue pressuring margins. Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness top-line growth when it reports fourth-quarter fiscal 2026 earnings on July 24. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, indicating an increase of 1.5% from the prior-year quarter’s reported figure.

The consensus mark for earnings has risen by a penny over the past 30 days to 62 cents a share, which suggests a decline of 28.7% from the figure reported in the year-ago period. LW has a trailing four-quarter surprise of 23.5%, on average.

Factors Likely to Influence LW’s Upcoming ResultsLamb Weston’s North America business is likely to have remained a key growth driver in the fiscal fourth quarter. Customer wins, market-share gains and strong retention, supported by a streamlined commercial strategy and deeper customer relationships, are expected to have aided volumes. Management projected high-single-digit North America volume growth for the second half of fiscal 2026, with the fourth quarter also benefiting from an additional selling week. Our model suggests a fourth-quarter volume increase of 4% for the North America segment.

The company’s Focus to Win strategy is also expected to have supported quarterly performance. Structural cost reductions, improving manufacturing productivity and disciplined capital deployment may have helped cushion inflationary and pricing pressures. Management noted that fiscal 2026 savings were running ahead of plan, while better operating efficiencies in North America are likely to have provided additional support.

Lamb Weston raised the lower end of its fiscal 2026 sales guidance to $6.45 billion, retained the upper end at $6.55 billion and narrowed its adjusted EBITDA outlook from $1-$1.2 billion to $1.08-$1.14 billion. The updated outlook, which incorporates favorable currency translation, an additional selling week, and anticipated tariff and Middle East-related impacts, signals management’s confidence heading into the fiscal fourth quarter.

However, price/mix is likely to have remained unfavorable despite expectations for pricing pressure to moderate following a March price increase. Continued customer trade support, value-oriented mix shifts, weak international traffic, excess European capacity and Middle East disruptions may have weighed on margins. We expect the adjusted gross margin to contract 210 basis points to 18.4% in the fourth quarter.

Earnings Whispers for LWOur proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.

 Lamb Weston currently carries a Zacks Rank #3 and has an Earnings ESP of +3.56%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Other Stocks With the Favorable CombinationHere are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.

Archer-Daniels-Midland Company (ADM - Free Report) currently has an Earnings ESP of +12.50% and a Zacks Rank of 2. The consensus estimate for ADM’s quarterly revenues is pinned at $22.4 billion, which calls for 5.7% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Archer-Daniels’ upcoming quarter’s EPS is pegged at $1.28, which implies a 37.6% rise year over year. ADM delivered a trailing four-quarter earnings surprise of 5.4%, on average.

Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +2.70% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.2 billion. The figure implies a 1.7% increase from the prior-year quarter.

The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $2.00, indicating a 4.2% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.

Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +0.45% and a Zacks Rank of 3. The consensus estimate for Monster Beverage’s quarterly revenues is pinned at $2.4 billion, which suggests 14.6% growth from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 59 cents, which suggests a 13.5% jump year over year. MNST delivered a trailing four-quarter earnings surprise of 9.6%, on average.

Key Takeaways GEHC's MIM Anyware enables secure, browser-based access to imaging data without local software installation.The platform supports real-time collaboration across oncology workflows, referrals and treatment planning.GE HealthCare also enhanced MIM Maestro and Contour ProtegeAI 2.0 with dose and AI tools. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced the launch of MIM Anyware, a web-based remote access platform designed to provide secure, healthcare system-controlled access to imaging data and the company's MIM software portfolio. The platform gives authorized users access to MIM software applications from virtually any location through a web browser without needing local software installation. The platform aims to improve collaboration, streamline imaging workflows and support faster clinical decision-making.

Per management, research has demonstrated that effective collaboration among multidisciplinary teams is essential to deliver coordinated, patient-centered care. MIM Anyware was developed to transform how clinicians interact with medical imaging data in virtual settings. By providing secure browser-based access to imaging data and MIM's advanced analysis tools, the platform is intended to help clinicians to focus more on patient care.

Likely Trend of GEHC Stock Following the NewsFollowing the announcement, GEHC shares dropped 0.4% at yesterday’s close. Year to date, the stock has lost 23.4% compared with the industry’s 21.1% decline. However, the S&P 500 has risen 8.7% in the same timeframe.

GE HealthCare's launch of MIM Anyware is expected to strengthen its position in the cloud medical imaging platform market by expanding secure, browser-based access to imaging data and enabling real-time clinical collaboration across care teams. The platform's support for remote workflows, oncology applications and vendor-neutral interoperability aligns with the growing demand for cloud-enabled imaging solutions. This innovation is likely to increase customer adoption of GE HealthCare's portfolio of MIM software solutions.

GEHC currently has a market capitalization of $28.69 billion.

Image Source: Zacks Investment Research

More on MIM AnywareAs healthcare providers manage large volumes of complex imaging data, traditional remote access solutions often struggle with siloed workstations, IT infrastructure requirements and compatibility with modern imaging environments. MIM Anyware overcomes these challenges by ensuring secure, high-performance remote access for physicians, physicists, dosimetrists and other clinicians to work together within the same MIM session. Teams can collaboratively review image registrations, perform routine clinical processing, deploy workflows and evaluate dose information in real time while improving cross-functional collaboration and workflow efficiency.

The platform is much more valuable in cancer care, where treatment planning requires coordination among multidisciplinary teams. MIM Anyware supports radiation oncology workflows by facilitating consultations, referrals, tumor board discussions, clinician education and collaborative treatment planning.

Alongside MIM Anyware, GEHC continues to improve its MIM software portfolio with solutions such as MIM Maestro and MIM Contour ProtégéAI+ 2.0. MIM Maestro now features a reirradiation and composite dose assessment workflow that allows visualization of prior treatment doses on current anatomy, accounts for radiobiological effects and evaluates multiple treatment strategies using rigid or deformable image registration within a unified workflow.

Meanwhile, MIM Contour ProtégéAI+ 2.0 expands the company's AI-powered auto-contouring capabilities with new Magnetic Resonance Brain models and an enhanced Computed Tomography Male Pelvis model, improving contouring accuracy across key anatomical regions.

Together, the vendor-neutral MIM software portfolio supports clinical applications across radiation oncology, radiology, nuclear medicine, theranostics, interventional radiology and urology.

Industry Prospects Favoring the MarketGoing by the data provided by Research and Markets, the cloud medical imaging platform market was valued at $3.59 billion in 2025 and is projected to grow from $4.2 billion in 2026 to $7.86 billion by 2030, at a CAGR of 16.9% from 2026 to 2030.

Factors like growing implementation of AI-enabled imaging tools, increasing migration toward hybrid cloud deployment models, rising demand for multi-facility image sharing and collaboration, expansion of healthcare digitalization initiatives in emerging economies and increasing focus on workflow automation in radiology departments are boosting the market’s growth.

Other NewsRecently, GEHC announced a new research collaboration with Mayo Clinic to advance personalized cancer treatment through the MI-BET (Molecular Imaging Biomarker-Based End of Therapy Trial) study. The initiative will evaluate whether imaging, blood-based biomarkers and clinical data can help tailor radioligand therapy for patients with advanced prostate cancer, supporting more adaptive treatment decisions and expanding the use of theranostics.

GEHC’s Zacks Rank & Key PicksCurrently, GEHC has a Zacks Rank #4 (Sell).

Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Intuitive Surgical (ISRG - Free Report) and Cardinal Health (CAH - Free Report) .

West Pharmaceutical, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.

West Pharmaceutical has an estimated long-term earnings growth rate of 14.4%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, currently carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $2.80, which beat the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion surpassed the Zacks Consensus Estimate by 3.1%.

Intuitive Surgical has an estimated long-term earnings growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.5%.

Cardinal Health, currently carrying a Zacks Rank #2, reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%.

Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 10.3%.

Key Takeaways Teledyne Technologies is expected to benefit from strength in defense electronics and acquisitions.TDY's Digital Imaging unit likely gained from demand for infrared imaging and unmanned systems.Teledyne Technologies is expected to report 11.2% EPS growth and 3.7% higher quarterly revenues. Teledyne Technologies, Inc. (TDY - Free Report) is scheduled to release second-quarter 2026 results on July 22, before market open. The company delivered an earnings surprise of 5.84% in the last reported quarter.

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Key Factors Likely to Influence TDY’s Q2 ResultsDuring the second quarter of 2026, Teledyne Technologies' Aerospace & Defense Electronics unit is expected to have benefited from solid organic sales of defense electronics products, along with revenue contributions from recent acquisitions, supporting its top-line performance.

The Instrumentation segment is likely to have generated higher revenues, driven by increased sales of marine instruments and underwater autonomous vehicles.

Increased sales of infrared imaging subsystems, coupled with robust demand for unmanned air systems and unmanned maritime surface vehicles, are likely to have supported the top-line growth of the Digital Imaging segment.

TDY’s Q2 ExpectationsThe Zacks Consensus Estimate for earnings is pegged at $5.78 per share, indicating a year-over-year increase of 11.2%.

The consensus estimate for revenues is pinned at $1.57 billion, calling for a year-over-year improvement of 3.7%.

What the Zacks Model Unveils for TDYOur proven model predicts an earnings beat for Teledyne Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.

Other Stocks to ConsiderInvestors may consider the following players from the same industry as these also have the right combination of elements to post an earnings beat this reporting cycle.

Woodward, Inc. (WWD - Free Report) is expected to report its fiscal third-quarter 2026 earnings on July 29, after market close. It has an Earnings ESP of +5.10% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for WWD’s earnings is pegged at $2.39 per share, indicating year-over-year growth of 35.8%. The consensus estimate for its sales stands at $1.11 billion, calling for a year-over-year increase of 21.7%.

Curtiss-Wright Corporation (CW - Free Report) is set to report second-quarter 2026 earnings on Aug. 5, after market close. It has an Earnings ESP of +0.36% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for CW’s earnings is pegged at $3.62 per share, indicating a year-over-year rise of 12.1%. The consensus estimate for its sales stands at $930.9 million, implying a year-over-year increase of 6.2%.

ATI Inc. (ATI - Free Report) is expected to report its second-quarter 2026 earnings on Aug. 6, before market open. It has an Earnings ESP of +3.10% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for ATI’s earnings is pegged at $1.02 per share, suggesting year-over-year growth of 37.8%. The consensus estimate for its sales stands at $1.22 billion, calling for a year-over-year jump of 7.3%.

Key Takeaways Tenable is expanding from vulnerability scanning into an AI-enabled exposure management platform.TENB said Tenable One made up 41% of Q1 2026 new business, up 800 basis points year over year.Tenable added AI, cloud and identity capabilities through acquisitions, partnerships and Flex pricing. Tenable Holdings (TENB - Free Report) is no longer defined only by vulnerability scanning. The company is positioning itself as an exposure management platform that helps customers see, prioritize and reduce cyber risk across a widening attack surface.

That shift is central to the TENB stock story. Tenable One, Hexa AI, cloud security, identity exposure, operational technology security and AI asset visibility now shape the platform thesis.

Tenable Expands Beyond Legacy ScanningTenable’s business centers on exposure management across information technology, cloud, operational technology, web applications, identity systems and emerging AI assets. The goal is to give customers a unified view of where risk exists, what matters most and which issues need remediation.

Tenable One is the company’s flagship AI-enabled exposure management platform. It integrates vulnerability management, cloud security, identity exposure, operational technology security, web application scanning and attack surface management. Legacy products such as Nessus remain available as stand-alone offerings, keeping the company connected to its vulnerability management roots.

Acquisitions have widened the platform. Tenable acquired Vulcan Cyber in 2025 to add cyber risk management capabilities and Apex Security to expand AI attack surface security. Those deals support the broader move from scanning toward risk prioritization and action.

Qualys (QLYS - Free Report) and Rapid7 (RPD - Free Report) remain relevant comparisons because both operate in vulnerability management and related security markets. Their presence keeps pressure on Tenable to prove that broader exposure management can deliver more value than point tools. Where Qualys and Rapid7 have built primarily around vulnerability management, Tenable has pushed earlier into adjacent categories such as cloud security, identity exposure and OT, positioning Tenable One as a broader consolidation point for security budgets. Palo Alto Networks (PANW - Free Report) , by comparison, has scaled its platform out of network security, firewalls and cloud, giving it a different but overlapping path into exposure-adjacent workflows.

TENB Gains Traction With Tenable OneTenable One accounted for 46% of new business in fiscal 2025. In the first quarter of 2026, the platform represented 41% of new business, up 800 basis points year over year.

That momentum included 406 new enterprise platform customers and 43 net new six-figure customers in the quarter, alongside a net dollar expansion rate of 105%. Management also cited strong new logo activity, including a seven-figure Tenable One transaction with a major financial institution in the Middle East where Tenable displaced an incumbent vulnerability management vendor.

The driver is clear. Customers are dealing with more assets, more vulnerabilities, more identities and more cloud complexity. Tenable's pitch is that unified visibility, contextual prioritization and remediation workflows can reduce noise and focus security teams on the most important exposures.

Palo Alto Networks is another relevant name because large cybersecurity platforms are expanding across cloud and broader security operations. That makes Tenable's differentiation in exposure management important as platform competition intensifies. That new business mix also points to a broader shift in spend toward consolidated platforms, away from the narrower vulnerability management offerings that still anchor Qualys and Rapid7's core business.

Tenable Ties AI to Faster Customer AdoptionAI is not just a marketing layer in Tenable's story. Management has pointed to the rapid advancement of frontier AI models, including Anthropic's Mythos, as evidence that vulnerability discovery is accelerating at a scale and speed not seen before. That dynamic, in management's view, raises the urgency for customers to prioritize and remediate exposures faster.

Hexa AI is Tenable’s agentic orchestration engine for the Tenable One platform. It is designed to automate triage and remediation workflows, turning exposure intelligence into coordinated action across security tools, teams and systems. Palo Alto Networks has taken a similar path, layering AI copilots and automation across its own platform, keeping the competitive bar high for autonomous remediation.

Tenable also introduced Flex pricing in the first quarter of 2026. The model keeps pricing per asset but applies consistent pricing across asset types, which management said can reduce procurement friction as customers expand across the attack surface.

Partnerships with OpenAI and Anthropic add another layer to the strategy. Tenable has integrated Claude-powered workflows into Hexa AI and joined OpenAI's Trusted Access for Cyber and Daybreak Cyber Partner programs, bringing frontier model capabilities directly into the platform. TENB has also expanded AI governance through the Tenable One Open Connector network, the Claude Compliance API and FedRAMP High authorization for its cloud platform.

Tenable Still Faces Real Execution RisksThe bull case still has constraints. Tenable generated 94% of its 2025 revenues through channel partners, and one distributor accounted for 32% of revenues and 28% of accounts receivable.

That concentration creates dependence on third-party relationships for sales reach, collections and customer visibility. A change in distributor terms, strategy or financial position could create disruption that is not fully under Tenable’s direct control.

Integration risk also matters. Vulcan Cyber and Apex Security add capabilities, but acquisitions require technology, product and sales integration. Slower integration could distract management or delay the expected benefits of the broader platform.

International exposure adds another risk. In 2025, 39% of revenues came outside the Americas, with 27% from Europe, the Middle East and Africa and 12% from Asia Pacific. Currency movement can affect reported growth even when underlying demand remains intact.

AI could also cut both ways. The same advances that increase demand for exposure management may help competitors build overlapping discovery, prioritisation and remediation features over time.

Tenable’s Scores Show a Mixed but Active SetupTenable’s platform narrative is compelling, but the stock setup is not cleanly bullish in the near term. The company is building around Tenable One, Hexa AI and AI-driven exposure management at a time when customers are reassessing how quickly they can identify and fix cyber risk.

TENB currently carries a Zacks Rank #4 (Sell). That points to weaker short-term earnings estimate revision momentum, which investors should weigh carefully before treating the stock’s business narrative as a direct buy signal. The Zacks Consensus Estimate for TENB's 2026 EPS is pegged at $1.95, unchanged over the past 30 days and indicating 22.64% year-over-year growth, which shows why the earnings picture still lags the stock's broader momentum story.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Tenable Holdings, Inc. Price and Consensus

Tenable Holdings, Inc. price-consensus-chart | Tenable Holdings, Inc. Quote

The Style Scores are stronger. TENB has a VGM Score of A, Growth Score of A and Momentum Score of A, while its Value Score is D. Style Scores are designed to complement the Zacks Rank, with A and B grades generally more favorable than weaker grades.

The combination leaves TENB in a mixed but active position. The growth and momentum profile supports interest in the platform story, but the Zacks Rank #4 signals caution around near-term earnings revision trends.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Retirees are hunting for durable monthly and quarterly checks that keep landing regardless of who wins the news cycle. Five names anchor that shortlist right now, and the group averages a payout that trounces the S&P 500’s sub-2% yield: Ares Capital pays a 10.3% dividend yield and AGNC Investment pays 12.7%, both well above what Treasuries or index funds are offering in mid-2026. Here is how the five stack up on safety, coverage, and staying power.

Altria Group Altria (NYSE:MO | MO Price Prediction) is the classic boomer income name, and it still earns the label. The tobacco giant currently yields 5.96% on a quarterly dividend that was raised from $1.02 to $1.06 per share effective with the March 2026 payment, an annualized run rate of $4.24.

Dividend safety is the whole story here. Trailing EPS of $4.96 comfortably covers the $4.24 payout, and management’s FY26 adjusted EPS guidance of $5.56 to $5.72 pushes coverage further into the safe zone. Altria paid $7.0 billion in dividends for full-year 2025 while still returning capital via buybacks. The dividend track record is one of the longest in the market, with regular annual increases visible in the data every year going back more than two decades.

The bull case for income investors: a low-beta (0.494), cash-gushing operator trading at a forward P/E of 13 with a nearly 6% yield and a raise almost every year. Shares are up 32.54% over the past year, so this is not a beaten-down setup anymore.

Risk: cigarette volumes remain in secular decline, and Marlboro retail share slipped 1.4 points to 39.7%. If smokeable volumes decelerate faster than pricing can offset, the dividend growth rate compresses.

Verizon Communications Verizon (NYSE:VZ) is the ultra-high-yield telecom that retirees actually own. The stock yields 6.46%, and the board pushed the quarterly payout from $0.69 to $0.7075 per share earlier this year, an annualized rate of $2.83.

Coverage looks solid on a cash basis. Verizon guided FY26 free cash flow to at least $21.5 billion against a dividend obligation that runs a fraction of that. Adjusted EPS guidance of $4.95 to $4.99 against a $2.83 annualized payout implies a payout ratio well under 60%. The dividend growth record here spans 25+ years of uninterrupted quarterly payments with steady annual bumps.

The bull case is boring in the best way: first positive Q1 postpaid phone net adds since 2013, fiber connections jumping 41.9% year over year to about 10.8 million post-Frontier close, and a beta of just 0.238. This is a portfolio stabilizer that pays you to hold it.

Risk: total debt jumped to $172.5 billion after the Frontier close, with net unsecured leverage at 2.6x. If deleveraging stalls, dividend growth stays capped in the low single digits.

Enterprise Products Partners Enterprise Products Partners (NYSE:EPD) is the midstream MLP that income investors treat like a bond substitute. The distribution yield sits at 5.84%, with the latest quarterly payout raised to $0.56 from $0.55 and an annualized forward distribution of $2.24.

Safety is best-in-class for the group. Enterprise generated Q1 2026 distributable cash flow of $2.7 billion and retained $1.5 billion of DCF after distributions, a coverage ratio most retirees only dream about. The distribution has now grown for 27 consecutive years, which is why it gets called a shadow Dividend King. Debt of $34.2 billion is manageable against EBITDA of $9.79 billion, and the model is fee-based, not commodity-price driven.

The bull case: record volumes across the system (NGL fractionation +16%, pipeline +7%, marine +15%), $5.3 billion of growth projects under construction, and a distribution that has literally never gone backward in nearly three decades. The stock is up 28.8% over the past year and 127.84% over five years.

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Risk: MLPs issue K-1 tax forms, which complicates filings and generally makes them a poor fit inside IRAs due to UBTI concerns.

Ares Capital Ares Capital (NASDAQ:ARCC) is the largest publicly traded business development company, and it earns the ultra-high-yield tag. The stock pays $1.92 annually for a 10.3% yield, with $0.48 per quarter maintained consistently since Q1 2023.

Coverage runs through net investment income, and it holds up. Q1 2026 net investment income was $0.55 per share against the $0.48 dividend, giving roughly 15% of cushion. The portfolio is $29.5 billion across 603 companies, weighted heavily to first-lien senior secured loans at 73% of new commitments, and non-accruals sit at a manageable 2.1%. Leverage at 1.12x leaves headroom versus the regulatory cap.

The bull case for income buyers: a double-digit yield, a P/E of 11, a price-to-book of 0.952 (essentially at NAV), and a dividend that has been stable or rising through the last three years. Analyst consensus skews positive with 4 Strong Buys and 7 Buys against 3 Holds and zero Sells.

Risk: BDCs live and die by the credit cycle. Non-accruals ticked up from 1.8% and $412 million in net unrealized losses dragged GAAP EPS to $0.13 in Q1. If spreads widen further, NAV takes another leg down.

AGNC Investment AGNC Investment (NASDAQ:AGNC) is the monthly-payer wildcard that retirees either love or avoid entirely. The mortgage REIT pays $0.12 per share monthly, or $1.44 annualized for a 12.7% yield.

Safety is the key question. The monthly $0.12 rate has been held steady for 6+ consecutive years, and Q1 2026 net spread and dollar roll income rose to $0.42 per share from $0.35, comfortably covering the quarterly equivalent of the payout. However, tangible net book value per share fell 5.6% to $8.38 in the quarter, and the company posted a GAAP net loss of $0.17 per share. The dividend was cut from $0.16 to $0.12 back in 2020, so this is not a Dividend Aristocrat story.

The bull case: monthly income, an Agency MBS portfolio of $94.7 billion that carries government backing on the underlying credit risk, and a FY25 economic return on tangible common equity of 22.7%. Shares are up 41.51% over the past year on total return.

Risk: book value volatility is real. AGNC runs 7.4x leverage, so a bad quarter for MBS spreads can erase months of dividend income on the mark-to-market.

The Bottom Line Enterprise Products Partners and Altria are the ballast of this group, offering the strongest coverage and longest raise streaks. Verizon adds low-beta telecom cash flow with a 6%-plus yield that just got another bump. Ares Capital and AGNC layer on the double-digit yields boomers want, with the caveat that BDC credit and mortgage REIT book value swings mean position-sizing matters. Blended together, these five build the kind of income ladder retirees are buying in size and holding indefinitely.

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NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Verra Mobility Corporation (“Verra” or the “Company”) (NASDAQ: VRRM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Verra and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until August 4, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Verra securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]  

On May 26, 2026, Verra disclosed receipt of a termination notice effective September 2026 from Avis Budget Group – historically, one of Verra’s largest customers – regarding the companies’ contract.  Verra also announced that it is taking immediate actions to cut costs, adapt operations, and reposition its business.  Verra also revised its 2026 outlook, despite confirming all 2026 guidance metrics just 20 days earlier. 

On this news, Verra’s stock price fell $9.23 per share, or 70.57%, to close at $3.85 per share on May 27, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT: 
Danielle Peyton 
Pomerantz LLP 
[email protected] 
646-581-9980 ext. 7980 

Key Takeaways Calix is embedding AI across its platform to automate broadband marketing, support and operations.CALX is expanding Wi-Fi 7 and 50G-PON offerings to support next-generation fiber networks.Calix is growing recurring software revenue, though margins face cost and execution pressures. Broadband providers are increasingly moving beyond traditional networking hardware toward integrated platforms that combine artificial intelligence, cloud software and managed services. This shift is reshaping how communications providers deploy, operate and monetize fiber networks.

Calix, Inc. (CALX - Free Report) is positioning itself at the center of that transition by expanding AI-native capabilities while building a larger base of recurring software revenue, even as execution challenges remain.

Calix Pushes AI Into Broadband OperationsCalix has embedded AI-native capabilities throughout its Calix One platform, including Agent Workforce Cloud, intelligent automation and cloud-based applications. These tools help service providers automate marketing campaigns, customer support workflows and network operations while improving subscriber experiences.

Integrated appliances, cloud software and managed services are designed to help broadband providers acquire customers, reduce churn and increase average revenue per subscriber through AI-driven insights.

CALX Expands Next Generation NetworksBeyond software, Calix continues expanding its broadband infrastructure portfolio with Wi-Fi 7 products and standards-based 50G-PON support. These technologies enable providers to increase network capacity without rebuilding existing fiber infrastructure.

The strategy aligns with broader industry modernization efforts. Ciena Corporation (CIEN - Free Report) is also benefiting from demand for higher-capacity optical networking, highlighting the industry's continued investment in next-generation fiber deployments.

Calix Builds More Recurring RevenueCloud software, SmartLife managed services and customer success offerings are becoming a larger part of the business mix. Record remaining performance obligations and continued software growth support greater revenue visibility over time.

Cross-selling additional software and managed services to existing appliance customers provides another avenue for recurring revenue expansion. ADTRAN Holdings, Inc. (ADTN - Free Report) likewise serves broadband providers, although Calix places greater emphasis on integrated software and managed-service adoption.

CALX Trends Meet Real Execution ChallengesDespite favorable technology trends, execution remains important. Longer enterprise deployment cycles, slower software attachment rates and delayed realization of federally supported broadband projects can postpone revenue and margin improvements.

Higher memory costs, pricing dynamics and continued AI investment also pressure gross margins, limiting near-term operating leverage despite improving revenue growth.

How CALX Rating Signals Reflect Industry TrendsCALX currently carries a Zacks Rank #5 (Strong Sell), reflecting cautious expectations for near-term earnings performance.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

At the same time, the Growth Score of A and VGM Score of B recognize favorable business expansion characteristics supported by AI adoption, fiber modernization and recurring software opportunities. The Value Score of D suggests valuation remains less attractive, illustrating the balance between promising long-term industry trends and near-term execution risks.

Key Takeaways Tenet Healthcare reports Q2 results on July 24, with estimates calling for 1.5% EPS and 2.3% revenue growth.THC's Ambulatory Care business is expected to benefit from same-facility revenue growth and acquisitions.Tenet Healthcare faces pressure from lower patient days, shorter stays and higher costs. Hospital operator Tenet Healthcare Corporation (THC - Free Report) is set to report second-quarter 2026 results on July 24, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $4.08 per share on revenues of $5.39 billion. 

The second-quarter earnings estimate has decreased 3 cents over the past 60 days. Yet, the bottom-line projection indicates a year-over-year increase of 1.5%. Also, the Zacks Consensus Estimate for quarterly revenues suggests year-over-year growth of 2.3%.

Image Source: Zacks Investment Research

For full-year 2026, the Zacks Consensus Estimate for Tenet Healthcare’s revenues is pegged at $21.98 billion, implying a rise of 3.1% year over year. The consensus mark for 2026 earnings per share is pegged at $17.50, indicating a jump of 4.3% on a year-over-year basis.

Tenet Healthcare beat the consensus estimate for earnings in each of the trailing four quarters, with the average surprise being 20.6%, as you can see below.

Q2 Earnings Whispers for THCHowever, our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That’s not the case here.

THC has an Earnings ESP of 0.00% and carries a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

What’s Shaping THC’s Q2 Results?The Zacks Consensus Estimate for adjusted patient admissions in total hospital operations suggests a 2.2% year-over-year decline. However, on the same hospital basis, the consensus estimate for adjusted patient admissions indicates a 1% increase from a year ago. The consensus mark for net patient revenues per adjusted admission in the second quarter signals a 10.2% year-over-year increase.

Meanwhile, the Ambulatory Care business is likely to have gained from strong growth in consolidated same-facility net patient service revenues, contributions from facility acquisitions and an expansion of service lines. Our model estimate for the Ambulatory Care segment’s net operating revenues suggests 7.8% growth from the prior-year quarter’s figure, whereas the consensus estimate indicates an 8.4% increase. The Zacks Consensus Estimate for adjusted EBITDA from Ambulatory Care operations suggests 5.1% year-over-year growth.

The Zacks Consensus Estimate for Hospital Operations and Services revenues for the second quarter is pegged at just a little over $4 billion, indicating a 0.1% increase from the year-ago period. However, the Zacks Consensus Estimate for adjusted EBITDA from the segment suggests a 2.8% year-over-year fall.

Both the consensus estimate and our model estimate suggest that second-quarter total hospital patient days have decreased 3% year over year. Both the Zacks Consensus Estimate and our model estimate for the average length of stay in total hospital indicate a 0.2% decrease from a year ago. Also, with increased utilization, costs are expected to have increased in the second quarter, making an earnings beat uncertain.

Stocks That Warrant a LookWhile an earnings beat looks uncertain for Tenet Healthcare, here are some companies from the broader Medical space that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time around:

ProMIS Neurosciences, Inc. (PMN - Free Report) has an Earnings ESP of +13.30% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for ProMIS’ bottom line for the to-be-reported quarter of a loss of $1.45 indicates an 80% year-over-year improvement. It has witnessed one upward revision against no downward movement over the past 60 days.

Alcon Inc. (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank of 2.

The Zacks Consensus Estimate for Alcon’s bottom line for the to-be-reported quarter indicates a 1.3% increase from a year ago. The company’s earnings beat estimates in three of the trailing four quarters and missed once, with an average surprise of 3.7%. The consensus estimate for ALC’s revenues is pegged at $2.77 billion, signaling a 7.3% increase.

Cardinal Health, Inc. (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank of 2.

The Zacks Consensus Estimate for Cardinal Health’s bottom line for the to-be-reported quarter suggests 16.4% year-over-year growth. Its earnings beat estimates in each of the past four quarters, with an average surprise of 10.3%. CAH’s revenues for the to-be-reported quarter are pegged at $65.61 billion, a 9.1% increase from the year-ago period.

NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Planet Fitness, Inc. (“Planet Fitness” or the “Company”) (NYSE: PLNT).   Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

The class action concerns whether Planet Fitness and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.

You have until September 14, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Planet Fitness securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.

[Click here for information about joining the class action]

On May 7, 2026, Planet Fitness reported its first quarter 2026 financial results and updated its full-year outlook.  Among other items, Planet Fitness disclosed that “2026 is off to a slower than expected start from a net member growth perspective” as the Company faced “internal and external headwinds during our peak sign-up period.”  The Company further disclosed that it was pausing its planned national Black Card price increase pending a broader pricing review.  In addition, Planet Fitness stated that, based on “lower net joins than planned in the first quarter” and the decision to pause the Black Card price increase, it was reducing several of its 2026 growth expectations.  The Company lowered expected system-wide same club sales growth to approximately 1%, compared to its prior guidance of 4% to 5%; revenue growth to approximately 7%, compared to prior guidance of approximately 9%; adjusted EBITDA growth to approximately 6%, compared to prior guidance of approximately 10%; adjusted net income to a decrease of approximately 2%, compared to prior guidance of 4% to 5% growth; and adjusted diluted EPS growth to approximately 4%, compared to prior guidance of 9% to 10%. 

On this news, Planet Fitness’s stock price fell $19.95 per share, or 31.19%, to close at $44.01 per share on May 7, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising.  Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980