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Rigetti Computing (RGTI -4.71%) stock might be down 37% in the last six months, but to some, that might mean it's a bargain. The trouble is that it's precisely the kind of investment that could easily lose another 37% from here -- or, under the right set of conditions, do the exact opposite and go on a sharp rally.

So if you're considering buying Rigetti's shares, there are a few things you need to know first to make sure you understand what you're getting into.

Image source: The Motley Fool.

This business is still young The first thing to know about this company is that Rigetti makes quantum computers and sells access to them. But because many of the potential customers for such computers are researchers or governments due to the immaturity of the field, it's just getting started penetrating the market, which could grow tremendously over the coming decades.

Rigetti pulled in $4.4 million in revenue in the first quarter of 2026, up from $1.5 million in Q1 2025, mainly from its deliveries of on-premises Novera quantum processing units and government contracts. For 2025, its full-year revenue was $7.1 million, down 34% from 2024 thanks largely to the lumpiness of the money it gets from grants and milestones. At a market cap near $5 billion, that's a price-to-sales (P/S) multiple of more than 490, and the odds of it generating profits in the near term are nil.

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But with $569 million in cash, cash equivalents, and available-for-sale investments, no debt, and a $26 million quarterly operating loss, Rigetti has at least a few years of runway from here, even if its expenses balloon (which they likely will). Management just committed up to $100 million in spending to a U.K. facility that's looking to operate one of its 1,000-qubit (quantum bit) systems in the next three to four years.

For now, watch the headlines Rigetti thus has the money to buy some time, but it's a long way from selling its systems profitably. As a result, the stock is going to be highly dependent on favorable catalysts for quite some time; its financial fundamentals aren't going to be enough to drive its price.

On the catalyst front, things are proceeding decently.

Rigetti's 108-qubit Cepheus-1-108Q system launched on major cloud services in Q1. The company also joined the Quantum Benchmarking Initiative of the U.S. government's Defense Advanced Research Projects Agency, receiving a $1 million award for Stage A, and last September it won a $5.8 million Air Force Research Laboratory contract. Those may be small-dollar values, but they're useful as a signal that Rigetti is continuing to build working relationships with the government entities it'll need to sustain it for the foreseeable future.

If you decide to invest in this stock, be ready to hold it for at least five years. Over the coming quarters, see whether commercial orders start to pick up; if there's significant traction, it could mark the start of a more fundamentals-driven phase for the stock.

Shares of CoreWeave (CRWV -11.58%) have been in free-fall mode lately, losing 35% of their value over the past three months, as investors have been concerned about the neocloud infrastructure provider's aggressive spending to build dedicated artificial intelligence (AI) infrastructure.

CoreWeave stock received another jolt earlier this month after reports emerged that Meta Platforms (META -1.80%), one of its key customers, plans to sell its excess AI data center capacity. It was easy to see why that was the case, but I think that investors are underestimating the AI infrastructure specialist's long-term prospects.

Here's why.

Image source: The Motley Fool.

Meta constitutes a significant chunk of CoreWeave's backlog, but it can grow at a solid pace without the tech giant CoreWeave announced in April that it has expanded its AI infrastructure agreement with Meta Platforms in a deal worth $21 billion. What's worth noting is that this deal builds upon the original $14.2 billion agreement signed between the two companies in September 2025. These contracts run through December 2032, and the total value is just over $35 billion.

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So, reports of Meta deciding to compete with CoreWeave by offering to sell excess AI compute capacity have further added to the latter's misery. Of course, CoreWeave's $35 billion long-term contract with Meta explains why this news has caused panic among investors, especially considering that it accounts for a significant chunk of the neocloud provider's $99.4 billion revenue backlog.

However, even if Meta takes away its business from CoreWeave owing to the excess cloud computing capacity that it may be sitting on, and starts competing with the latter, it may not dent the neocloud company's long-term growth. That's because there is a shortage of dedicated AI data centers. According to Bank of America, data center power demand could exceed capacity additions by 100 gigawatts (GW) by 2030.

So, if Meta decides against buying AI compute capacity from CoreWeave, it can easily find another customer to fill the vacuum. Also, there is sufficient space for additional dedicated AI data center providers to operate in this market, given the supply gap noted above. All this explains why analysts continue to remain bullish about CoreWeave's growth prospects.

Data by YCharts

The stock could become a multibagger CoreWeave's revenue is anticipated to jump 147% in 2026 to $12.66 billion. The chart given above makes it clear that the neocloud specialist will sustain impressive growth levels in the long run. This is what makes CoreWeave a top AI stock to buy right now, as it trades at an attractive 5.8 times sales. The tech-laden Nasdaq Composite index, for comparison, has a price-to-sales ratio of 5.1.

Even if CoreWeave trades at just 5 times sales after three years and its revenue reaches $40 billion, the company's market cap could jump by almost 5x to $200 billion.

So, savvy investors can consider using the recent pullback in CoreWeave stock to buy its shares, as it could skyrocket impressively due to the enormous demand for AI data center capacity.

Uber stock price is in a free fall this year and is trading at the lowest level since April last year. It has plunged by over 35% from its highest point since September last year. This retreat has pushed its market capitalization from a record high of $206 billion to the current $134 billion. So, why is this ride-hailing stock plunging?

Uber, the biggest ride-hailing company in the world, is under intense pressure as signs emerge that its growth has stalled in the past few months.

Analysts believe that the upcoming earnings will show that its revenue grew by 12.7% in the second quarter to $14.26 billion. They also expect the upcoming numbers to show that its earnings-per-share rose from 63 to 83 cents, respectively. Uber has missed analysts' estimates in the last two consecutive quarters, meaning that this trend may continue in the upcoming earnings.

The most recent earnings report showed that Uber’s revenue rose by 14% in the first quarter to $13.2 billion, while its gross bookings soared by 25%. Its income from operations rose by 57% to $1.9 billion.

Uber stock has also dropped after the company announced a large acquisition recently. It will spend about $13.7 billion for the Delivery Hero purchase, a substantial amount since Uber ended the last quarter with over $6.1 billion in cash. It will fund the deal using cash on hand and equity.

The most recent results showed that Delivery Hero’s gross merchandise value (GMV) jumped by 9% to €49.2 billion, with its revenue soaring by 23% to €14.8 billion last year. It made an adjusted EBITDA of €903 million, while the free cash flow to €250 million.

Meanwhile, Uber stock has fallen as it explores a split from its Waymo deal. Just last week, Waymo said that it would end its exclusivity in Austin and Atlanta in January 2028. 

According to the FT, the relationship between the two sides has deteriorated as they have become direct competitors in some markets. Also, the two sides are lobbying for robotaxi legislation that would benefit their businesses at the expense of the other. A full breakup between the two companies would dent Uber’s autonomous ambitions since it already sold its in-house business in 2020.

On the positive side, Uber has become a bargain, especially for a company with such a big market share. It now trades at a forward price-to-earnings ratio of 16, lower than the S&P 500 average of 21.

Uber chart | Source: TradingView

The weekly chart suggests that Uber shares may have more downside to go. It has slumped from a high of $101 in September last year to the current $65. It recently formed a bearish flag pattern and has moved below the lower side. 

The Relative Strength Index (RSI) has formed a descending channel and has moved below the neutral level of 50. Therefore, the path of the least resistance for the stock is downwards, with the next key target to watch being at $50.

America's AI buildout will be in the spotlight this week, with some of the world's biggest tech companies due to hand in their latest results and Federal Reserve officials expected to take up the topic when they meet.

Earlier this month, semiconductor research firm SemiAnalysis reported that Nvidia (NVDA -1.01%) was facing major setbacks with its Kyber NVL144 rack-scale solution. The server cabinet, designed to house Nvidia's Rubin Ultra architecture, had been delayed over 12 months to 2028, according to SemiAnalysis.

Nvidia issued a brief statement saying its roadmap is intact. More recently, CEO Jensen Huang weighed in while speaking to reporters at a developer event.

Nvidia CEO Jensen Huang. Image source: Nvidia Corporation.

Huang's response to the delay claims When asked about potential delays in Vera Rubin, Huang said the reports are "not true." He also explained that "Vera Rubin is already in production. Giant amounts of production incoming."

Although Huang confirmed production, that's not new information -- Nvidia confirmed this back in January. It's also worth noting that while Huang addressed chip production, the report was concerning the Kyber rack. He didn't provide a production timeline, and neither did Nvidia, in its prior response.

Perhaps most important for Nvidia investors is Huang's claim about giant amounts of production, because Vera Rubin is a crucial part of the chipmaker's forward earnings projections and valuation.

Why an intact roadmap matters for Nvidia Nvidia has made a habit of delivering blowout earnings reports, with revenue growing for 14 consecutive quarters. Most recently, revenue was up 85% year over year to a record $81.6 billion in its Q1 fiscal year 2027 (which ended April 26, 2026). That consistent revenue growth stems from its status as the leading GPU company and its practice of updating its AI chips every year. AI companies that want to remain competitive need to continually upgrade to Nvidia's latest chips.

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This has worked out well for Nvidia so far, but any major delay that knocks the chipmaker off its update cadence could negatively impact its earnings. Earlier this year, Huang provided a sales forecast of $1 trillion combined for Blackwell and Vera Rubin through 2027, so there's little room for setbacks. A slowdown would also give other chipmakers, such as Advanced Micro Devices, room to potentially cut into Nvidia's market share.

What to watch Delay concerns for Nvidia look to be overstated, based on Huang's recent comments. And even though SemiAnalysis reported the delays, it's still bullish on Nvidia, forecasting that the chipmaker's data center revenue will exceed analyst estimates by 20% in the second half of its fiscal 2027.

The concrete data will be in Nvidia's upcoming earnings calls, with the next one scheduled for Aug. 26. If Nvidia continues to top analyst expectations and raise guidance, then that will be a good sign that there are no issues with the product roadmap.

Netflix (NFLX +1.73%) stock is down 40% over the last year, just 8% above the recent 52-week low of $65.10. Each of the last five earnings reports was followed by deep price drops over the next couple of days. And investors aren't quietly walking away. They are running for the exits, as average trading volumes have spiked in recent weeks.

The wisdom of the crowd says "stay away from Netflix stock." Is that good advice, or is Netflix actually a good buy right now?

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The bear case Netflix investors are concerned about slowing revenue growth, stagnant viewing-hours metrics, the departure of co-founder Reed Hastings, and fewer engagement reports. The unpredictable economy isn't helping, and the next report will surely show a significant financial impact from July's FIFA World Cup. Netflix highlighted the tournament as a competitive challenge in the Q2 report, and the footballers sure put on a show.

In the grand scheme, it all makes sense. Netflix shares traded at an average of 47 times trailing earnings and 52 times free cash flow in 2024 and 2025. That's roughly double Walt Disney's multiples over the same period, while NBCUniversal parent Comcast traded at single-digit P/E and P/FCF valuations.

Maybe it was due for a correction.

Image source: The Motley Fool.

Bullish rebuttal I think the price drops have gone too far, though.

Netflix's financials have some weak spots, but there are plenty of strong points, too. The company is a cash machine with industry-leading profit margins and returns on invested capital. The company explicitly stopped chasing maximum subscriber growth at any cost several years ago, and now prefers profitable growth.

"Our primary financial metrics are revenue for growth and operating margin for profitability," according to the Q2 report. "Our goal is to sustain healthy revenue growth, expand operating profit and margin, and deliver growing free cash flow."

Netflix is crushing the competition in these core metrics. The company is doing exactly what it wants, and the cash is rolling in despite investor complaints and plunging stock prices.

And the stock is on sale. Netflix might fall even further, but it's destined for another strong rebound eventually. Right now, you can pick up Netflix shares at 22 times earnings and 26 times free cash flow. I call it a bargain.

Anders Bylund has positions in Netflix and Walt Disney. The Motley Fool has positions in and recommends Netflix and Walt Disney. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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SummaryIntel Corporation has staged a truly remarkable turnaround, outperforming Nvidia and AMD amid the AI agent inflection driving a momentous CPU-led data center growth story.INTC's revenue surged over 25% with gross margins at 41.8%, and data center revenue under DCAI rose nearly 60%, reflecting strong execution and market optimism.Despite a recent 40% pullback from its $140 peak, INTC's valuation has normalized to a relatively lower 56x forward earnings, with technicals signaling a key support zone near $90.I see the current pullback as a timely buying opportunity, contingent on confidence in Intel's execution and its dominant data center CPU position through 2028.With price action looking increasingly constructive and Intel's massive position in data center CPU very beneficial, I think it's time to upgrade INTC to a buy.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images

Intel's comeback is real If there's one company that has truly stunned me in 2026 in the semiconductor value chain, that has got to be Intel Corporation (INTC). Once seemingly condemned to be

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Verizon , Kinder Morgan, Regions Financial, and KeyCorp are the four buyable Barron's Better Bets Dogs, offering high, 'safest' dividends at fair prices. Analyst forecasts project net gains of 9.62% to 21.97% for top BBB Dogs by July 2027, with average net 13.68% on the top ten. Six BBB Dogs show negative free cash flow margins, making their dividends potentially unsafe; Pfizer, ONEOK, Mid-America Apartment, Federal Realty, Williams Companies, and Entergy are flagged.

NEW YORK, July 26, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.

SO WHAT: If you purchased Zillow common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 10, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Zillow’s agreement with Redfin Corporation was not a “partnership,” but rather an acquisition of Redfin’s business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants’ statements about Zillow’s business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm or on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm.

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Contact Information:

        Laurence Rosen, Esq.
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New York, New York--(Newsfile Corp. - July 26, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 31, 2024 and April 30, 2026, inclusive (the "Class Period"), of the important August 7, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306552

Source: The Rosen Law Firm PA

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David Zaslav, Chief Executive Officer of Warner Bros. Discovery, Inc. (WBD -0.69%), sold ~2.2 million shares of Series A Common Stock on July 13, 2026, for a total value of $59.5 million. SEC Form 4 filing

Transaction summaryMetricValueTransaction value$59.5 millionShares sold (directly held)~2.2 millionPost-transaction shares (directly held)~6.9 millionPost-transaction shares (indirectly held)153Post-transaction value~$187.00 millionTransaction value based on SEC Form 4 weighted average sale price ($27.22); post-transaction value based on July 13, 2026 market close.

Key questionsWhat was the context for this transaction?
The sale was conducted through a Rule 10b5-1 trading plan and involved the exercise of stock options at a price of $10.16 per share, which were immediately sold at a weighted average price of $27.22.What is the status of the insider's remaining equity exposure?
Following this transaction, David Zaslav continues to hold ~6.9 million shares directly and ~18.8 million outstanding stock options, which are subject to a time-based vesting schedule extending through June 2030.How does the current valuation compare to the transaction price?
Shares were sold at a weighted average price of $27.22, while the stock was priced at $27.48 as of the July 14, 2026 market close, representing a 131% increase in value as of the July 13, 2026 transaction date.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$27.48Market Capitalization$68.4 billionRevenue (TTM)$37.2 billionNet Income (TTM)-$1.7 billionCompany SnapshotWarner Bros. Discovery operates a diversified media and entertainment portfolio spanning theatrical film production, television programming development, and direct-to-consumer (DTC) streaming platforms, generating revenue across Studios, Network, and DTC segments.The company monetizes content through multiple channels including theatrical releases, licensing arrangements to external partners, advertising-supported and subscription-based streaming services, and traditional broadcast and cable network operations.The company serves a global audience encompassing theatrical moviegoers, television viewers, streaming subscribers, and media licensing partners across diverse demographic and geographic markets.Warner Bros. Discovery is a leading global media and entertainment conglomerate, employing 35,500 professionals across its operations. The company maintains a competitive position through its extensive content library, integrated distribution infrastructure spanning traditional and digital platforms, and diversified revenue streams that capitalize on evolving consumer media consumption patterns.

Despite near-term profitability headwinds reflected in trailing 12-month net losses, the company's strategic focus on streaming optimization and content monetization positions it to capture value across the evolving entertainment landscape.

What this transaction means for investorsThe July 13 sale of over two million Warner Bros. Discovery shares by CEO David Zaslav came on the day a coalition of 12 U.S. states led by California challenged the company’s merger with rival entertainment giant Paramount Skydance in a lawsuit claiming the deal violates antitrust laws.

That said, Zaslav’s disposition was a non-discretionary transaction executed as part of a pre-established Rule 10b5-1 plan. Such plans allow insiders to sell shares at predetermined times to avoid concerns of trading on non-public information.

As a result, the CEO’s sale does not appear to be a signal that he is concerned the Paramount Skydance deal will not close. After all, Zaslav retained nearly seven million directly-held shares post-transaction and almost 19 million stock options, indicating an enormous equity stake in Warner Bros. Discovery.

The company’s merger plans met further delays on July 24 when Paramount Skydance agreed to pause the acquisition until as far as June of 2027 while the lawsuit is addressed. If the deal does not close by the end of September, however, Paramount Skydance will have to pay Warner Bros. Discovery shareholders fees for the delay.

Robert Izquierdo has positions in Paramount Skydance and Warner Bros. Discovery. The Motley Fool has positions in and recommends Warner Bros. Discovery. The Motley Fool has a disclosure policy.

As of March 31, Berkshire Hathaway (BRKB +0.79%) (BRKA +0.71%) owned a combination of Class A and Class C shares of Alphabet (GOOGL +0.58%) (GOOG +0.21%). This combined position is currently valued at $28 billion, easily making it one of the conglomerate's top holdings. This includes the equity purchase as part of Alphabet's $85 billion raise in June.

When Berkshire Hathaway first bought the "Magnificent Seven" stock in the third quarter last year, it was viewed as a surprise move among the investment community. The Omaha company had been known not to dabble in the technology space.

The market just received new info that might lead to more astonishment. In a recent interview with CNBC, Warren Buffett said that he was the one who initiated the Alphabet stake.

Image source: The Motley Fool.

Buffett is bullish on AI Look through Berkshire Hathaway's holdings, and you'll see financial services, energy, and consumer businesses are featured prominently. These have long been in the Oracle of Omaha's circle of competence. Alphabet appears to now fit squarely in this area of expertise.

Buffett was first drawn to the quality of Alphabet's operations over a decade ago, when GEICO was paying the internet powerhouse for advertising. Of course, it took several years for the legendary investor to finally make a purchase decision. And the timing shines a light on his thinking.

"Find businesses that are going to earn high returns on capital for an extended period of time," Buffett said during in the latest interview. Investors should read between the lines.

There is no question more important in the markets and economy today than the uncertainty around the ultimate payoff the hyperscalers will register from their unprecedented levels of spending. Berkshire Hathaway and Warren Buffett, however, are bullish on artificial intelligence (AI).

And more specifically, the conglomerate is making a bet that Alphabet will earn adequate returns on its enormous capital expenditures (capex), which are now expected to total $200 billion (at the midpoint) in 2026. Otherwise, Buffett wouldn't be a buyer.

"We continue to expect our capex to increase significantly in 2027," chief financial officer Anat Ashkenazi said on the Q2 2026 earnings call.

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Shares look cheap Retail and professional investors pay very close attention to what Warren Buffett says and does. Berkshire's sizable Alphabet position is a clear vote of confidence for the AI buildout. If there was an opportunity to buy the tech giant, now looks like a good time.

It's crazy to think that a company with a massive $3.9 trillion market capitalization, one that is so closely watched, can actually be undervalued. But this might be the case with Alphabet. As of this writing, the AI stock trades at a forward price-to-earnings ratio of 22.5, a compelling entry point for an elite business.

The market might be worried about ever-increasing AI spending. Buffett isn't.

Realty Income (NYSE:O | O Price Prediction) gets most of the airtime in retiree circles, but it is not the only quality REIT engineered to write dividend checks year after year. The four names below span net lease, gaming, industrial, and retail real estate, and each one covers its distribution with room to spare. One data point that frames the group: VICI Properties currently yields 6.86%, giving the bundle a genuine ultra-high-yield anchor alongside three high-yield growers.

W. P. Carey (WPC) W. P. Carey (NYSE:WPC) is a diversified net lease REIT with industrial, warehouse, and retail assets spanning the US and Europe. Shares trade at $72.51 with a current dividend yield of 5.05%, putting it firmly in high-yield territory.

On safety, the payout is well covered. Full-year 2025 AFFO came in at $4.97 per share against an annualized dividend of $3.68, an implied payout ratio of 74.0% that sits inside the normal net lease band. Management guided 2026 AFFO to $5.13 to $5.23 per share, and the board has already delivered 8 consecutive quarterly increases since the late-2023 spinoff reset, most recently to $0.94 per share for the June 2026 ex-date. The balance sheet carries $17.99B in total assets against $9.86B of liabilities, supported by a $432 million equity raise and nearly €1 billion of Eurobond issuance in 2025.

The bull case is simple: WPC set a record $2.10 billion of investment volume in 2025, and roughly 48% of annualized base rent is CPI-linked with another 47% carrying fixed escalators. Income keeps compounding even in a soft macro. CEO Jason Fox told investors, “At the midpoint, our initial AFFO guidance implies growth in the low-to-mid 4% range, even as we maintain a conservative stance toward both investment volume and potential credit-related rent loss.”

The one caveat: the dividend was materially reduced after the November 2023 NLOP spinoff, so the streak narrative here starts in late 2023, not decades ago. There is also currency exposure from the European portfolio.

VICI Properties (VICI) VICI Properties (NYSE:VICI) owns experiential real estate anchored by Caesars Palace and other marquee gaming, hospitality, and entertainment destinations. On July 22, shares traded around $26.69, and the yield of 6.74% is the ultra-high-yield of the group.

The dividend safety read is strong. The 45-cent quarterly payout annualizes to $1.80, well below management’s 2026 AFFO guide of $2.42 to $2.45 per diluted share. The portfolio has 100% occupancy across 93 experiential properties with a 40-year weighted average lease term and triple-net structure, and the credit profile is investment grade at Baa3/BBB-/BBB-. Dividend history is the cleanest in the bundle: VICI has now delivered 8 consecutive annual dividend increases since its 2018 IPO.

For income investors, this is a compounding cash cow that keeps deepening its tenant roster. CEO Edward Pitoniak put the flywheel plainly: “In the last twelve months, we have grown our aggregate AFFO by 7.4% while only growing our share count by 2.1%, highlighting the efficiency of our business model and the merit of our disciplined capital allocation strategy.” New partnerships added in 2025 include a $1.16 billion Golden Entertainment sale-leaseback at a 7.5% cap rate and Clairvest as the 14th tenant.

The risk that keeps VICI at a discount to peers is tenant concentration: Caesars at 39% and MGM at 34% together account for roughly 73% of annualized base rent, and the gaming industry is consumer-discretionary in nature.

STAG Industrial (STAG) STAG Industrial (NYSE:STAG) is a single-tenant industrial and warehouse REIT that has historically paid dividends on a monthly cadence. Shares traded around $41.56 on July 22 with a yield of 3.36%, a high-yield print supported by a durable industrial rent roll.

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Coverage is comfortable. Q4 2025 Core FFO reached 66 cents per diluted share, up 11.4% year over year, and quarterly Core FFO stepped higher every period in 2025 (61 cents, 63 cents, 65 cents, 66 cents). Operating portfolio occupancy sits at 97.2%, and leasing spreads have been fierce, with FY2025 Cash Rent Change of 24.0% and 2026 already 69.2% addressed at a 20.0% Cash Rent Change. Balance sheet shows $7.21B in assets against $3.54 billion in liabilities.

The bull case is that STAG buys logistics real estate at attractive cap rates and re-rents it materially higher. Management acquired $449.1 million across 13 buildings at a 6.5% cash cap rate in 2025 and is working a $3.6 billion acquisition pipeline. CEO Bill Crooker told investors, “The Company generated strong operating results driven by heightened leasing activity, prudent capital allocation, and healthy Same Store Cash NOI growth.”

The risk to watch is financing cost. Term Loan G steps from a 1.70% fixed rate to 3.94% in February 2026, and the industrial tenant base carries e-commerce and credit sensitivity when the cycle wobbles.

Agree Realty (ADC) Agree Realty (NYSE:ADC) is the direct Realty Income substitute in this lineup: a monthly-paying net lease retail REIT with a heavy investment-grade tenant tilt. Shares traded around $80.17 on July 22 with a yield of 3.93%, another high-yield entry.

Safety here is outstanding. The monthly dividend was raised to $0.267 effective this past April, a 4.3% year-over-year bump. Q1 2026 AFFO of $1.14 per share annualizes to roughly the midpoint of management’s reiterated 2026 AFFO guide of $4.54 to $4.58. The portfolio spans 2,756 properties across all 50 states at 99.7% occupancy with a 7.8-year weighted average lease term. Fitch assigns Agree an A- issuer rating with a stable outlook, and the company entered 2026 with over $2.0 billion of liquidity and no material debt maturities until 2028. Consecutive uninterrupted monthly payments run from January 2021 through July 2026. If you are building a paycheck-style portfolio around monthly-payer REITs, our 7 Monthly Dividend Stocks research briefing is a good companion.

The bull case is dependable growth: Q1 2026 revenue rose 18.7% year over year, and management deployed $402.5 million across 85 properties at a 7.1% weighted-average cap rate in the quarter alone. CEO Joey Agree said, “Our first quarter results reflect a strong start to the year. Our balance sheet is fortified, our pipeline is strong and our Team is laser focused.”

The caveat: investment-grade tenant concentration slipped to 65.4% from 68.3% year-ago, and the portfolio still touches pressured retail categories including pharmacy at 3.6% of ABR.

The Takeaway These four REITs cover the payout ladder Realty Income shareholders actually care about. VICI delivers the ultra-high-yield anchor with an eight-year raise streak and near flawless portfolio occupancy. WPC pairs a mid-single-digit yield with CPI-linked rent escalators and a rebuilt post-spinoff growth cadence. STAG plugs into industrial logistics with double-digit leasing spreads, and ADC brings monthly dividend checks backed by an A- balance sheet and near-full occupancy. Together they form a durable, well-covered income sleeve without owning a single share of O.

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Známý investor Jim Chanos v rozhovoru pro RiskReversal Media popisoval svůj pohled na současné dění na akciovém trhu a na investice do AI. Ty jsou podle něj taženy tím, jaké jsou současné „spotové ceny“, ale situace mu připomíná například nadšení při budování železnic, které nakonec končilo příliš vysokými kapacitami a bankroty investujících firem (viz první část rozhovoru). Tématu umělé inteligence a souvisejících investic se pak věnoval více do detailu.

Chanos se tedy domnívá, že nyní opět probíhá „naprosto základní finanční chyba, kdy jsou dlouhodobé kapitálové investice činěny na základě krátkodobých spotových cen.“ Je přitom velká otázka, kde budou ceny někdy za dva roky. K tomu dodal, že klíčovou společností je v oblasti umělé inteligence a investic do její infrastruktury NVIDIA. To podle Chanose znamená, že „žádná firma by se na trhu neměla obchodovat s valuacemi vyššími než tato společnost“. V mnoha případech ale platí opak, a to je další důvod, proč „se dívat na tento ekosystém a ptát se, co je vlastně udržitelné.“

Marže společnosti NVIDIA jsou podle experta v dohledné době „stabilní“, ale „pak už se lze jen dohadovat“. To ovšem neplatí jen v tomto případě, ale pro celé dění kolem AI. K tomu Chanos dodal, že současné zisky obchodovaných společností jsou ovlivněny tím, že výdaje na čipy a podobné položky nejsou účtovány jako náklad, ale jako investice, a tudíž jsou jen postupně odepisovány. To přispívá k růstu zisků obchodovaných firem, který je vysoko nad historickým standardem pohybujícím se někde kolem 6 %.

K něčemu podobnému docházelo na vrcholu internetové bubliny – i tehdy „jeden dolar tržeb jedné firmy nebyl jedním dolarem nákladů jiné“. Právě proto, že investující společnosti neúčtují nákupy čipů do nákladů, ale kapitalizují je a jen postupně odepisují. Plně odepsány mohou být během 5 – 6 let, ale k tomu se podle Chanose musí přidat až 18 měsíců souvisejících s tím, jak se účtuje ve vztahu ke stavbě budov a zařízení. Takže ve skutečnosti budou současné výdaje firem odepisovány ještě déle.

Expert poukázal i na to, že se objevuje nový podnikatelský model, v jehož rámci AI společnost poskytuje software a klienti si sami budují svá datová centra. Cílem u AI společnosti je vyhnout se vysokým investicím a zůstat společností nenáročnou na kapitál. Chanos k tomu ale dodal, že doposud bylo základem investičního příběhu to, jak velkou výhodou je právě vlastnění datových center a veškerého hardwaru souvisejícího s umělou inteligencí. „Teď se dozvídáme, že aktiva není třeba vlastnit, stačí je jen spravovat.“

Zdroj: RiskReversal Media

© andrespilot / Shutterstock.com

Bruce Berkowitz’s Fairholme Capital Management continues to run one of the most concentrated bets in institutional investing: Roughly 79.7% of its reported 13F portfolio sits in a single name, The St. Joe Company (NYSE:JOE | JOE Price Prediction), per the Q1 2026 13F as of March 31, filed May 15. This is a decade-plus conviction position that has become extraordinary in size relative to almost anything else on Wall Street.

St. Joe is a Northwest Florida real estate developer that owns 165,000 acres of land across the Panhandle, operating through Real Estate, Hospitality, and Leasing segments. The company partners with D.R. Horton, Toll Brothers, and PulteGroup on residential development and controls brands like Watersound, WaterColor, and Latitude Margaritaville Watersound. Market cap sits at roughly $3.49 billion with shares at $60.72 as of the most recent close.

The Thesis Behind Berkowitz’s Concentration The numbers explain the conviction. Full-year 2025 revenue rose 27.4% to $513.2 million, with net income climbing 55.8% to $115.6 million and EPS of $2. Residential pricing power has been remarkable: average homesite base prices moved from $108,000 in 2024 to $137,000 in 2025, with real estate gross margins widening to 51%.

The recurring revenue transformation is central to the story. Hospitality and leasing together accounted for 60% of Q1 2026 revenue, and homesites under contract tripled to 3,204 versus 952 a year earlier. The new PulteGroup contract for up to 2,653 homesites validates that national builders view Northwest Florida as a durable growth market. Capital returns reinforce the flywheel: $653.6 million spent since 2015 to repurchase 37.8% of original shares, and the quarterly dividend now sits at 16 cents, up 129% since the 2020 initiation.

The Trim That Complicates the Story Retail investors need to see the other side. Between May 5 and June 18, Berkowitz and Fairholme disposed of shares across 14 transactions at prices between $65.09 and $66.09. Approximately $24.84 million was sold in the first tranche alone, and the fund still retains 15,073,624 shares after the June 23 disclosure. This is trimming into strength while keeping the core stake intact.

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Shares traded closed at $61.82 on July 22, up 22.61% over the past year and 236% over the past decade. Selling at record levels while maintaining a ~10% ownership stake reflects disciplined risk management.

Should Retail Investors Follow? Understand what you are buying. JOE trades at a trailing PE of 31 and a forward PE of 50, with a price-to-book of 5. That is not cheap on conventional metrics, though DCF-based fair value estimates from Simply Wall Street peg intrinsic value above $120 per share, reflecting undeveloped land worth. Q1 2026 net income declined 20.4% year over year on lower joint venture equity income, a reminder that lumpy home-closing timing distorts quarterly results.

The verdict: the thesis is real. Pricing power, national builder validation, a 23,900-homesite pipeline, and improving recurring revenue justify a premium multiple. Replicating Berkowitz’s 79.7% concentration carries obvious single-name risk for a retirement portfolio. Investors evaluating JOE may consider it a long-duration land compounder rather than a short-term trade when framing research around this smart-money footprint.

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A previously inactive Shiba Inu whale has resumed accumulating the token after spending more than seven months on the sidelines. 

According to on-chain data from Arkham Intelligence, the whale recently purchased 30.18 billion Shiba Inu in a single transaction valued at $125,270. The transaction quickly attracted the attention of the Shiba Inu community, as it marked the whale’s first significant purchase in months.

Latest Purchase Lifts Holdings to 50.28 Billion SHIB Before the latest acquisition, the whale had not bought any SHIB for over seven months. The previous purchase occurred in December 2025, when the address acquired 70 million SHIB. A month earlier, the same wallet accumulated more than 20 billion SHIB through four separate transactions. 

Whale Resumes Shiba Inu Accumulation With 30 Billion SHIB Purchase Following the recent purchase, the wallet’s holdings have increased to 50.28 billion SHIB, currently worth $210,710. SHIB also remains the largest asset in the wallet by dollar value, highlighting the investor’s continued conviction in the token.

Accumulation Coincides With Exchange Outflows The whale’s renewed buying activity comes as investors continue removing SHIB from centralized exchanges. As previously reported, holders withdrew roughly 74 billion SHIB from exchanges, signaling a preference for self-custody.

The trend has continued over the past 24 hours, with investors withdrawing more than 1 billion SHIB, further reducing the amount of the token available on trading platforms.

At the same time, leading cryptocurrency exchanges have been reshuffling billions of SHIB between their wallets. Over the past 12 hours, OKX transferred more than 168 billion SHIB from its hot wallet to cold storage. 

Meanwhile, Binance and Wintermute also moved billions of SHIB in separate transactions over recent hours. Such transfers are typically associated with internal wallet management and do not necessarily indicate buying or selling activity.

SHIB Regains Momentum Amid the renewed whale accumulation and continued exchange outflows, Shiba Inu has regained some momentum in the broader crypto market.

The token has reclaimed its position as the 31st-largest cryptocurrency by market cap. At the time of writing, SHIB was trading at $0.000004211, up 0.69% over the past 24 hours and 1.38% over the past seven days. 

While the recent whale activity has sparked optimism among investors, it remains too early to determine whether it signals the beginning of a sustained recovery. 

DisClamier: This content is informational and should not be considered financial advice. The views expressed in this article may include the author's personal opinions and do not reflect The Crypto Basic opinion. Readers are encouraged to do thorough research before making any investment decisions. The Crypto Basic is not responsible for any financial losses.

New York, New York--(Newsfile Corp. - July 26, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Planet Fitness, Inc. (NYSE: PLNT) between November 6, 2025 and May 6, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 14, 2026.

SO WHAT: If you purchased Planet Fitness common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Planet Fitness class action, go to https://rosenlegal.com/cases/planet-fitness-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 14, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or concealed material adverse facts concerning the true state of Planet Fitness' customer acquisition and marketing metrics. Notably, Planet Fitness' updated marketing messaging was failing to resonate with, and was actively intimidating, its core target demographic of fitness beginners and casual gym-goers. As a result, Planet Fitness was experiencing a significant headwind in net member joins during its peak first-quarter sign-up period that rendered its previously issued fiscal 2026 guidance and long term financial targets unachievable. Instead, Planet Fitness would be required to restructure its marketing strategy, losing the gains they praised from continuing the same marketing campaign, and entirely halt the planned Black Card price increase which sale projections were premised upon. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Planet Fitness class action, go to https://rosenlegal.com/cases/planet-fitness-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306559

Source: The Rosen Law Firm PA

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Archer Aviation (ACHR -7.24%) is one of several companies looking to build a business around electric vertical takeoff and landing (eVTOL) aircraft. The stock was hot not too long ago, but has since cooled off dramatically as it is taking longer than Wall Street would like for the company to get off the ground. But it is making progress, and the stock's 50% pullback over the past year could be a buying opportunity for long-term investors.

How bad is Archer's drawdown? Archer Aviation is a money-losing start-up, so it shouldn't be shocking that the stock is risky. In fact, only the most aggressive investors should probably even consider buying it. The volatility you are taking on by owning it has been on clear display over the past year, with the stock down around 50% over that span. That said, that pullback comes after a huge rally in late 2024, when eVTOL stocks were particularly popular on Wall Street. At one point, over the past three years, the stock was up 200%; now it is up just 15% over that span thanks to the current drawdown.

Image source: Getty Images.

Given Archer Aviation's still-early stage of development, it is hard to predict what the business is capable of in the long term. However, eVTOL aircraft are expected to be a revolutionary development in the aerospace industry. To simplify the concept, they are expected to be air taxis that quickly carry people and packages over short distances.

There could be more opportunities than there appear to be The big story for Archer Aviation has been building a global air taxi business that carries people from place to place. Notably, it would allow customers to fly over traffic-congested cities. Civilian use is great, but it is highly regulated. It is taking longer than planned to obtain all the required approvals for the company's Midnight aircraft. The company is slowly moving forward, but Wall Street is clearly tired of waiting.

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That said, the company is also working on military uses for its eVTOL technology. That doesn't require the same approvals and could open up a quicker path to revenues and profits. Archer Aviation's stock jumped after it showed off technology it created with military supplier Anduril, which it calls Thunder. Military applications could be the company's first substantial revenue opportunity, but this same technology also has many industrial applications.

Execution will be vital for Archer's success It isn't easy to build an entirely new aircraft. Still, Archer Aviation is making steady progress, and it looks highly likely that it will eventually get its business off the ground. If you are a long-term investor and can handle owning a volatile stock, the massive price decline in the shares could be a second chance to jump aboard. Archer will need to execute extremely well, but given the recent development on the military side of the business, it is clearly doing just that (even if the process is taking longer than mercurial investors had hoped).

AST SpaceMobile expects more than 45 satellite launches this year, backed by $3.5 billion in cash funding over 100 BlueBird satellites. More than 60 mobile network operators serving over 3 billion subscribers support $1.2 billion of contracted commercial commitments and growing visibility. Management reaffirmed 2026 revenue guidance of $150–$200 million while maintaining expectations that 2027 revenue could approach $1 billion.

Sandisk (SNDK -10.87%) has been one of the hottest growth stocks of the year (up 579%), but it's down by more than 31% from its June 2026 all-time high. Where does that leave investors heading into Sandisk's Aug. 5 earnings report?

There are some hints that Sandisk will deliver blockbuster results when it releases its report. These are the green flags investors should keep in mind as Aug. 5 draws closer.

Image source: Getty Images.

Micron usually foreshadows Sandisk's earnings Memory chips are gaining substantial traction, and Micron Technology (MU -7.24%) proved that was the case when it reported its fiscal 2026 third-quarter results. These results are a pretty big deal for Sandisk investors since the company has been growing faster than Micron in recent quarters.

Micron more than quadrupled its revenue year over year, crushing its guidance in the process. The memory chipmaker also delivered more than 70% sequential growth. Guidance only suggested $33.5 billion in revenue at the midpoint, which would have been approximately a 40% sequential improvement.

With this important context, let's take a closer look at Sandisk's results for the fiscal 2026 third quarter, which ended April 3. Revenue almost doubled sequentially, outpacing the growth rate Micron exhibited in its groundbreaking quarter. For Q3, Sandisk implied $4.6 billion in revenue at the midpoint of guidance and ended up reporting $5.95 billion.

Sandisk guided for $8 billion in revenue at the midpoint of its fiscal 2026 fourth-quarter results. Recent history and Micron's results suggest that Sandisk will smash guidance. Micron's $41.5 billion in revenue shocked the most ardent bulls, and the company then guided for $50 billion in the following quarter.

If Sandisk continues to follow the pattern of crushing guidance, its recent dip looks like a compelling buying opportunity.

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The memory chip boom isn't fading Memory chips are cyclical, and supply shortages can quickly turn into inventory gluts. That has been the narrative for multiple decades, and it may explain why memory chipmakers saw their share prices drop just after Micron reported earnings, but the AI build-out is quite exceptional.

Companies with real revenue and rising AI capacity needs are fueling the boom, which makes the dot-com comparison illegitimate. Furthermore, Micron announced it was entering multiyear strategic agreements with customers. This multiyear setup makes the company less susceptible to the bust part of the memory chip cycle. Competitors like Sandisk are likely to follow suit, which can make the current dip attractive.

Moreover, Alphabet boosted its capital expenditures target yet again. The company intends to spend up to $205 billion on capital expenditures this year, and some of that money will have to go to memory chips like the ones Sandisk creates.

These are long-term tailwinds that should continue to propel Sandisk stock to new highs. Expect a beat-and-raise type of quarter. It's just a matter of how much Sandisk beats its guidance for Q4 and what the company tells investors about its upcoming fiscal 2027.

Investors looking for the best time to buy SpaceX  (NASDAQ: SPCX) stock may benefit from waiting for additional weakness following the company’s first earnings report as a public company, according to an analysis by ChatGPT.

While SpaceX remains one of the market’s most closely watched growth stocks, the AI model suggested the most attractive entry point could emerge between August and October 2026 rather than immediately. 

The assessment comes as SpaceX shares remain under pressure following their June 2026 IPO, despite continued progress across Starship, Starlink, and launch operations. As of press time, SPCX shares were valued at $115, dropping over 30% since its debut. 

SPCX 30-day stock price chart. Source: Finbold ChatGPT identified SpaceX’s first public earnings report, scheduled for August 4, as the most likely catalyst for a better entry point. 

Expectations remain high after the company’s blockbuster debut, leaving little room for disappointment. 

If SpaceX reports larger-than-expected losses, lowers guidance, increases spending on Starship and satellite infrastructure, or delays commercialization targets, the stock could face another round of selling.

Under that scenario, investors may find a more attractive risk-reward setup than buying ahead of earnings.

When to buy SpaceX stock  Based on current market conditions, ChatGPT considers SpaceX stock most attractive between $110 and $125 per share, with the $90 to $110 range offering an even stronger accumulation opportunity if fundamentals remain intact. 

Conversely, the model believes shares above $140 still reflect significant optimism around Starship, Starlink, and future growth. These are valuation-based entry zones, not price forecasts.

However, ChatGPT noted that investors may consider buying sooner if three developments occur: another successful Starship test flight, continued growth in Starlink subscribers and revenue, and signs that the stock can stabilize after earnings rather than extend its recent decline.

The model also highlighted post-IPO share dynamics as a potential source of volatility. SpaceX’s relatively small public float has contributed to sharp price swings since listing. 

SpaceX fundamentals  As more shares become available for trading, additional selling from employees and early investors could weigh on the stock. 

Historically, similar post-IPO periods have created buying opportunities when business fundamentals remained strong.

Meanwhile, valuation remains the key debate among investors. SpaceX’s estimated valuation climbed from about $350 billion in late 2024 to more than $800 billion by the end of 2025 before reaching roughly $1.75 trillion at its IPO. 

That rapid rise has shifted the investment question from whether SpaceX can grow to whether it can grow fast enough to justify its premium valuation.

Despite its near-term caution, ChatGPT remains bullish on SpaceX’s long-term prospects. The model views the company as a combination of a dominant launch provider, a fast-growing satellite communications network through Starlink, and a potential AI and space infrastructure platform. 

If Starship achieves full reusability and Starlink continues expanding globally, SpaceX could remain one of the fastest-growing large-cap companies in the market.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.