Track market-moving stories before they get noisy

Investors looking for stocks in the Textile - Apparel sector might want to consider either Crocs (CROX - Free Report) or Ralph Lauren (RL - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

Both Crocs and Ralph Lauren have a Zacks Rank of #2 (Buy) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that both of these companies have improving earnings outlooks. But this is just one factor that value investors are interested in.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

CROX currently has a forward P/E ratio of 8.86, while RL has a forward P/E of 22.20. We also note that CROX has a PEG ratio of 1.25. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. RL currently has a PEG ratio of 2.02.

Another notable valuation metric for CROX is its P/B ratio of 4.22. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, RL has a P/B of 8.61.

These are just a few of the metrics contributing to CROX's Value grade of B and RL's Value grade of D.

Both CROX and RL are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that CROX is the superior value option right now.

TASHKENT, Uzbekistan, June 24, 2026 (GLOBE NEWSWIRE) -- During the 5th Tashkent International Investment Forum, Allied Biofuels signed a FEED + Detailed Engineering Contract with rollover to EPC with Sinopec Engineering Group Co., Ltd., for its landmark SAF and e-SAF Project in Uzbekistan.

The FEED + Detailed Engineering Contract establishes the engineering pathway for the project’s planned rollover to EPC, with Sinopec Engineering Group undertaking front-end design, detailed engineering, systems integration and open-book cost development for the refinery, renewable energy interfaces and associated infrastructure.

The signing comes at a time of growing global momentum across the Sustainable Aviation Fuel sector, with industrial-scale SAF projects and technology developments accelerating across major aviation and energy markets. Against this backdrop, the agreement marks a significant step in connecting Sinopec Engineering Group’s international engineering capability with one of Central Asia’s most ambitious clean fuels infrastructure developments.

Allied Biofuels is developing Central Asia’s first large-scale, fully integrated bio-aviation fuel complex, with a total investment of approximately US$6.1 billion. The project is designed to produce SAF and e-SAF at industrial scale. The project brings together biomass processing, advanced refining, renewable energy integration and power-to-liquid production pathways within a single integrated industrial platform. Once operational, the facility is expected to supply clean aviation fuels to both domestic and international markets.

Sinopec Engineering Group is expected to leverage its technical and engineering expertise in refining, biofuels, green hydrogen and complex industrial infrastructure to provide an integrated, tailor-made design solution for the project. The agreement also supports international low-carbon cooperation, reinforces Uzbekistan’s position as an emerging hub for sustainable aviation and clean fuel production, and highlights Central Asia’s growing role in the global aviation energy transition.

Alfred Benedict, Managing Director of Allied Biofuels, said:

“This agreement marks a key step in advancing our SAF and e-SAF project in Uzbekistan from development into engineering and execution readiness. Sinopec Engineering Group’s technical capability will help strengthen the project’s delivery pathway as we progress one of Central Asia’s most important clean fuels infrastructure developments.”

Gong Yu, Regional Business Development Manager of Sinopec Engineering Group Co., Ltd., said:

“Sinopec Engineering Group is pleased to support Allied Biofuels on this important clean fuels project in Uzbekistan and looks forward to contributing its engineering experience to the project’s next stage of development.”

The collaboration is expected to accelerate the development of a world-scale SAF and e-SAF platform in Uzbekistan, positioning the project to serve growing demand for cleaner aviation fuels across Central Asia and international markets.

About Allied Biofuels

Allied Biofuels is developing Central Asia’s first world-scale integrated biorefinery, purpose-engineered to produce SAF, e-SAF, and Green Diesel at industrial scale. In partnership with the world’s foremost technology providers, Allied Biofuels is designing, developing, and constructing a facility that will occupy a pivotal role in the global clean energy transition, delivering transformative environmental outcomes and anchoring long-term economic prosperity across the region.

About Sinopec Engineering Group Co., Ltd.

Sinopec Engineering Group Co., Ltd. (SEG in short) is a leading engineering company from China with its head quarter based in Beijing SEG’s business covers areas of technology research, engineering consultation and design, equipment manufacturing, construction and installation, pre-commissioning and commissioning etc. Under the Engineering Services Contract with Allied Biofuels, the company has been engaged to provide FEED, systems integration, Detailed Engineering and open-book estimating services for the SAF and e-SAF project in Uzbekistan.

Media Contact
Allied Biofuels
Email: [email protected]

Photos accompanying this announcement are available at

https://www.globenewswire.com/NewsRoom/AttachmentNg/7a28a046-4989-4a19-97d0-50cad7e96510

https://www.globenewswire.com/NewsRoom/AttachmentNg/9aa568a2-f283-43a4-ac0a-602dd2c94844

Meeting Meeting Meeting 2 Meeting 2

Investors looking for stocks in the Mining - Miscellaneous sector might want to consider either Nexa Resources S.A. (NEXA - Free Report) or Anglo American (NGLOY - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.

Right now, Nexa Resources S.A. is sporting a Zacks Rank of #1 (Strong Buy), while Anglo American has a Zacks Rank of #2 (Buy). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that NEXA is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

NEXA currently has a forward P/E ratio of 4.83, while NGLOY has a forward P/E of 21.51. We also note that NEXA has a PEG ratio of 0.31. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. NGLOY currently has a PEG ratio of 0.50.

Another notable valuation metric for NEXA is its P/B ratio of 1.24. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, NGLOY has a P/B of 2.41.

These metrics, and several others, help NEXA earn a Value grade of A, while NGLOY has been given a Value grade of C.

NEXA stands above NGLOY thanks to its solid earnings outlook, and based on these valuation figures, we also feel that NEXA is the superior value option right now.

Brookfield Corp. (BN - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for Brookfield Corp. basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Brookfield Corp. imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

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

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

Earnings Estimate Revisions for Brookfield Corp.This asset management company is expected to earn $3.00 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Brookfield Corp.. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.4%.

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

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

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

D-Wave Quantum targets 100 logical qubits by 2032, leveraging its Quantum Circuits acquisition and dual-rail qubit architecture. QBTS's valuation is driven by market confidence in its roadmap, not traditional multiples, with EV/Sales FWD exceeding 200x and significant reliance on equity financing. Execution risk is tied to share price: higher prices reduce dilution and support funding for ambitious milestones, while a price collapse signals increased risk of failure.

Oklo (OKLO 4.97%) stock fell for a third straight day on Wednesday, losing 5% through 11:15 a.m. ET, as investors begin to question the popularity of the small modular nuclear reactors that Oklo (and other SMR companies) have been touting.

Image source: Getty Images.

What's ailing nuclear stocks this week The Trump Administration remains very bullish on nuclear power and committed to helping build a nuclear renaissance in the U.S. -- that's the good news. The bad news is that, financially speaking, much of the administration's support is being thrown behind big nuclear reactors.

As The Wall Street Journal reported yesterday, the U.S. Department of Energy is announcing that it will make $17.5 billion in loans available to help electric utilities order and build Westinghouse AP1000 large nuclear reactors. These reactors can generate upwards of 1100 megawatts of energy, compared with Oklo's Aurora Powerhouse reactors, which produce only 75 megawatts.

The funds will be made available to support up to five projects, each with two mega-reactors (so 10 total).

No funding was announced for projects using Oklo's small modular reactors, however.

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What does it mean for Oklo? This doesn't mean the government -- or industry -- is abandoning support for Oklo's SMRs, of course. To the contrary, the Journal's story specifically states that utilities, including Duke Energy (DUK 0.14%) and Dominion (D +0.35%), are interested in building a mix of both large and small reactors. It does, however, suggest that momentum (and money) is shifting to favor large reactors over small ones.

For now, that's already enough to take some wind out of Oklo's sails. Wall Street already thinks it will be 2030 before Oklo starts earning any profits. Now, it looks like investors might have to wait even longer.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends Dominion Energy and Duke Energy. The Motley Fool has a disclosure policy.

Key Takeaways ECPG has surged 56.2% in six months, but still trades at just 6.4X forward 12-month earnings.Encore Capital's first-quarter 2026 EPS beat estimates by 18.4%, while revenues rose 21%.ECPG's low multiple supports value appeal, but debt, legal costs and Cabot weakness remain risks. Encore Capital Group (ECPG - Free Report) is no longer a turnaround story waiting for proof. Shares have climbed 56.2% in the past six months and 120.4% over the trailing 12-month period.

The valuation question is now harder. Investors must decide whether low earnings multiples and higher profit forecasts still leave room for upside, or whether leverage and cost risks should cap the rerating.

Why ECPG Still Looks Cheap on EarningsECPG trades at 6.4X forward 12-month earnings, while its current fiscal-year price-to-earnings ratio is 6.6. That remains below 7.88X for the Zacks sub-industry, 16.29X for the Zacks Finance sector and 21.32X for the S&P 500 index.

The stock is also trading at its five-year median forward multiple of 6.4X, despite a stronger operating setup than it had during weaker collection periods. Its five-year range of 4.14X to 12.84X leaves room for a higher multiple if earnings quality continues to improve.

Image Source: Zacks Investment Research

PRA Group, Inc. (PRAA - Free Report) is the closest public comparison because it also acquires and collects nonperforming loan portfolios. That makes portfolio supply, funding access and recovery efficiency central issues for both companies. On the other hand, FirstCash Holdings, Inc. (FCFS - Free Report) offers a different way to view consumer-finance exposure. Its pawn-focused model depends less on charged-off receivable purchases, making it a useful contrast to ECPG’s debt-purchasing cycle.

At present, PRA Group and FirstCash Holdings are trading at a premium to ECPG.

How Encore Capital Earnings Are Moving HigherEncore’s latest quarter helped reset the earnings base. First-quarter 2026 earnings of $3.86 per share beat the Zacks Consensus Estimate by 18.4%, while revenues of $475 million rose 21% year over year.

The operating support was clear. Global collections increased 19% to a record $718.4 million, and the U.S. MCM business generated record collections of $556 million, up 23% from the prior-year quarter.

Management raised its 2026 earnings outlook to $13 per share from $12, implying 19% year-over-year growth. The consensus estimate shows earnings rising from $10.91 in 2025 to $13.01 in 2026 and $13.86 in 2027.

Image Source: Zacks Investment Research

What the ECPG Price Target ImpliesThe $99 price target reflects 7.38X forward earnings. That is not an aggressive multiple relative to the broader market, but it does imply some rerating from the current 6.40X forward 12-month level.

A modest multiple expansion could be supported if collection outperformance keeps flowing into results. Collections exceeded expectations in the first quarter, and positive changes in expected future recoveries suggest estimated remaining collection curves are beginning to move higher.

As those curves adjust, management expects more of the benefit to shift from cash overperformance into portfolio revenues. Stronger reported portfolio revenue can make earnings visibility more durable.

Why Encore Capital Is Not a Simple Value BetECPG’s low multiple comes with balance-sheet risk. Borrowings totaled $4.03 billion at the end of the first quarter, and the company depends on debt funding to purchase receivable portfolios.

Interest expense and other income are projected to total about $300 million in 2026. If borrowing costs remain elevated or portfolio returns normalize, the earnings benefit from higher collections could face pressure.

Legal collection costs are another margin risk. Rising legal activity can support recoveries, but it can also create fixed and semi-variable cost pressure if collections growth slows.

The business mix adds a limitation. The U.S. business is driving most of the momentum, while Cabot in Europe continues to face subdued lending, low delinquencies and strong competition.

How ECPG’s Scores Shape the Investment CallThe bottom line is that ECPG still looks inexpensive, but not risk-free. The earnings reset, low forward multiple and $99 price target support the undervaluation argument, while leverage, legal costs and geographic concentration keep the case selective.

ECPG currently sports a Zacks Rank #1 (Strong Buy), which supports the view that estimate trends remain favorable in the near term. Its Value Score of B also strengthens the bargain case for investors focused on valuation. You can see the complete list of today’s Zacks #1 Rank stocks here.

The rest of the style profile is less supportive. ECPG has a VGM Score of C, Growth Score of D and Momentum Score of F. That mix suggests the stock is better viewed as a selective value opportunity backed by earnings revisions, rather than an all-clear momentum play after a major rally.

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CoreWeave’s purpose-built AI cloud delivers further immediate capacity for European customers

STOCKHOLM--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced a co-location agreement with Conapto, a provider of scalable, secure, and sustainable data centers. The arrangement encompasses two campuses in Stockholm, with initial capacity already online at Stockholm 4 South. Both campuses will be powered by renewable energy sources. The Stockholm deployment will provide AI innovators with access to CoreWeave’s AI cloud platform, designed specifically for the demands of modern AI workloads. CoreWeave Cloud combines high-performance compute, networking, storage and software orchestration to help customers scale AI development and deployment. The partnership extends CoreWeave’s ability to serve customers across Europe and reflects the disciplined approach the business is taking as it expands its international footprint.

This capacity, powered by NVIDIA Blackwell Architecture and NVIDIA Vera Rubin Platforms connected with NVIDIA Quantum-X800 InfiniBand, further expands CoreWeave’s European footprint, as demand from AI labs, enterprises, and developers building at scale across the continent continues to accelerate. As AI moves from experimentation to production, customers across Europe require high-performance infrastructure that is readily available and can match the pace of their workloads. This announcement also continues CoreWeave’s track record of servicing its European customers with the latest available technology.

“Sweden has been central to CoreWeave’s European strategy since our first continental investment,” said Sachin Jain, chief operating officer, CoreWeave. “Conapto’s local expertise and sustainable energy profile allows us to provide our customers what they need: urgent high performance AI compute with the reliability and environmental credentials that enterprise AI deployments demand.”

"We're excited to partner with CoreWeave to support the rapidly growing demand for their AI cloud platform," says Håkan Björklund, CEO, Conapto. "CoreWeave is at the forefront of AI innovation, and we're proud to provide the resilient, high-density infrastructure needed to power their next phase of growth. Combined with our commitment to 100 percent renewable energy and heat recovery to Stockholm's district heating network, this partnership demonstrates how advanced AI infrastructure and sustainability can go hand in hand."

CoreWeave and Conapto will participate at the Tech Arena at Almedalen on 25 June, contributing to discussions on Sweden’s growing role in AI infrastructure and Europe’s evolving AI capacity requirements.

Nine of the 10 leading foundation model providers are leveraging CoreWeave to stay at the frontier of AI. As of March 31, 2026, CoreWeave operates 49 data centres globally, with more than 1GW of active power and over 3.5GW of contracted power supporting AI workloads at scale. The Conapto agreement brings CoreWeave’s sites in Europe to eight.

CoreWeave's AI cloud delivers performance at every stage of the AI lifecycle, demonstrated by record-breaking MLPerf benchmark results in inference and training, its position as the only AI cloud to earn the top Platinum ranking in both SemiAnalysis ClusterMAX™ 1.0 and 2.0, and its #1 ranking for inference speed and price-performance for Moonshot AI’s Kimi K2.6 and Kimi K2.7 Code in independent inference benchmarking conducted by Artificial Analysis.

About CoreWeave

CoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to move at the pace of innovation, building and scaling AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave serves as a force multiplier by combining superior infrastructure performance with deep technical expertise to accelerate breakthroughs. Established in 2017, CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025. Learn more at www.coreweave.com.

About Conapto

Conapto provides scalable, secure and sustainable data center colocation for companies to produce and deliver digital services. With four data centers and its headquarters in Stockholm, Conapto delivers reliable hybrid IT infrastructure designed for high performance, energy efficiency and long-term scalability – enabling the next generation of digital services. Learn more at www.conapto.com.

More News From CoreWeave, Inc.

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CAVA Group Inc (NYSE:CAVA) has pulled back since its early-June rally, though the shares are still up 33.3% year to date. The equity is also testing support at its 126-day moving average (representing roughly half a year of trading), a trendline with historically bullish implications.

According to Schaeffer's Senior Quantitative Analyst Rocky White, CAVA is trading within 0.75 times the 126-day moving average's 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline. This setup has appeared three times over the last decade, after which the stock was higher one month later 100% of the time, averaging a large 24.6% gain. A similar move from the stock's current perch at $78.26 would rise to $97.51. 

Short covering could provide an added tailwind, as short interest represents 13.3% of the stock's available float. It would take shorts nearly five days to buy back their bearish bets, at CAVA's average pace of trading. 

The options pits are pricing in relatively low volatility expectations, too, per CAVA's Schaeffer's Volatility Index (SVI) of 54%, which sits in the 17th percentile of its annual range. The stock's Schaeffer's Volatility Scorecard (SVS) of 88 out of 100 indicates it has consistently exceeded those expectations during the past year.

USA Rare Earth (USAR 5.81%) and Archer Aviation (ACHR 1.71%) are two of the hottest stocks in the industrial sector, and for good reasons.

In one corner is USA Rare Earth, which stands to benefit from the U.S. government's push for domestic rare-earth magnets, a crucial component in weapons and various other electronics. Meanwhile, Archer Aviation wants to dominate the skies of U.S. cities with its electric vertical take-off and landing (eVTOL) aircraft.

As promising as both companies seem, neither offers much tangible revenue yet. The better industrial stock between these two is likely the one that turns more of its hype into reality. Here's why that's most likely going to be Archer Aviation.

Image source: Getty Images.

The pitch for USA Rare Earth The United States currently imports most of its rare-earth magnets from China, arguably its biggest rival. Given that these magnets are a crucial component of weapons and other technologies, it makes sense that the government wants to establish a new source for them. The Trump administration is backing USA Rare Earth, including taking a 10% stake in the company, with additional funding and loans bringing the total capital commitment to approximately $3.5 billion.

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USA Rare Earth is using that money to develop a fully integrated supply chain, from mining and development to magnet production. The business should ramp up over the next several years.

The company should complete an expansion at its magnet factory in Oklahoma next year, with a new facility coming online in South Carolina in 2028. Commercial mining production at its Texas deposit could begin in late 2028. Management believes rare-earth magnets are a $19 billion market opportunity.

The pitch for Archer Aviation eVTOL aircraft can efficiently taxi small groups of passengers over short distances in major cities. Archer Aviation is among several eVTOL companies developing aircraft for U.S. skies, but it was the first to successfully move past Phase 3 of 4 of the FAA's regulatory approval process. Archer Aviation could provide early air taxi services across eight states as part of the White House's pilot program. It also has a contract with the U.S. Air Force for up to six aircraft.

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If Archer Aviation ultimately receives final FAA approval, it could begin commercial operations and transport U.S. customers as soon as this year. Executing these pilot programs could cement Archer Aviation's position as an industry leader and unlock greater opportunities as the eVTOL industry takes off over the coming years. According to Grand View Research's estimates, eVTOLs could become a $28.6 billion industry by the end of the decade.

Why Archer Aviation wins out USA Rare Earth has a market capitalization of $5.5 billion, while Archer Aviation's market cap is $4.2 billion. However, these companies have less than $10 million in total trailing-12-month revenue between them. It's safe to say that both stocks are very speculative; you're investing in future sales and earnings.

That future could be coming sooner rather than later. Wall Street analysts see both companies starting to post solid revenue over the next two fiscal years.

USAR Revenue (TTM) data by YCharts

So, why is Archer Aviation the better stock? It comes down to simplicity. USA Rare Earth needs several things to go right over the coming years. For instance, political support must stay strong through each election cycle. The company must keep multiple key construction projects on budget and schedule. Then, it must efficiently integrate Serra Verde into its business once that $2.8 billion acquisition closes.

Meanwhile, Archer Aviation's outlook primarily hinges on FAA approval, which would give the company a clearer growth trajectory as it builds and puts more air taxis into the skies. FAA approval is a sort of all-or-nothing hurdle, but if approved, Archer Aviation would become more predictable than USA Rare Earth. With commercial operations potentially starting this year, investors shouldn't have to wait long to find out about the FAA's approval.

Investors probably shouldn't count on either stock as a core portfolio piece. That said, risk-takers who want a bit more of a sure thing might look to Archer Aviation as the better industrial stock.

NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against POET Technologies Inc. (NASDAQ: POET) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired POET Technologies Inc. securities between April 1, 2026 and April 27, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/POET.

POET Technologies Inc. Case Details

The Complaint alleges that the Defendants made false and/or misleading statements and/or failed to disclose that:

 POET misrepresented its tax status due to it likely being deemed a passive foreign investment company (or “PFIC”) under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders;  the foregoing tax issue would, if discovered, make POET a less attractive investment than it would otherwise be, thus threatening POET’s valuation;  Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET’s business agreements in a public interview, thus endangering POET's business prospects, and  as a result, Defendants’ statements about POET's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. What's Next for POET Technologies Inc. Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/POET. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in POET Technologies Inc. you have until June 29, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to POET Technologies Inc. Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for POET Technologies Inc. Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

Nano Nuclear NASDAQ: NNE appears to be the right company for the right time. The company has a goal of building a vertically integrated nuclear business. This goes beyond microreactors to include fuel fabrication, transportation, and other parts of the nuclear supply chain.

Nano Nuclear Energy Today

NNE

Nano Nuclear Energy

$22.86 -1.05 (-4.37%)

As of 12:55 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$18.93▼

$60.87Price Target$46.50

The case for nuclear energy has never been stronger. The unprecedented electricity demand being created by artificial intelligence (AI) is just getting started. Many analysts believe data center energy consumption will double by 2028. That reality has hyperscalers scrambling for always-on power solutions that can confront the realities of an aging U.S. power grid.

Get Nano Nuclear Energy alerts:

Nuclear is the logical solution. Nuclear energy runs at capacity factors above 90%; something wind and solar simply can't match. But building large reactors can be a process that takes longer than it will already take to build the data centers.

Why Microreactors Could Be the SolutionOne answer is in small modular reactors (SMRs) and microreactors—compact designs that can be factory-built, transported, and deployed on-site with far less lead time than conventional nuclear plants.

Microreactors like those NNE is developing address critical challenges like power reliability, efficiency, and cost control. Their compact size allows them to function independently of the grid and to be placed directly at the point of demand. That gives them a meaningful edge over renewables for operators running power-intensive infrastructure.

More Than a Reactor CompanyWhat separates Nano Nuclear from a standard pre-revenue speculative play is the scope of its ambition. The goal is vertical integration across the entire nuclear value chain. That means not just building reactors but fueling and servicing them too.

To accomplish this, NNE is pursuing five distinct business lines.

Microreactor development

Nuclear fuel fabrication

Nuclear fuel transportation

Space nuclear applications

Nuclear consulting services

The reactor portfolio includes KRONOS MMR, a stationary high-temperature gas-cooled reactor currently in pre-application engagement with the NRC in collaboration with the University of Illinois Urbana-Champaign. There's also ZEUS, a portable solid-core battery reactor, and LOKI MMR, a compact design targeting remote and space applications.

The fuel side of the business may be the most underappreciated piece. NNE's subsidiary Advanced Fuel Transportation Inc. (AFT) holds an exclusive license to a patented high-capacity HALEU fuel transportation basket developed by three major U.S. national nuclear laboratories and funded by the Department of Energy.

AFT is targeting a commercially operational fuel transportation business in 2026. On the fabrication side, NNE is developing a domestic HALEU fuel processing facility. This is a critical input for next-generation microreactors that most pure-play developers currently have no domestic supply chain to support.

Think of it this way: NNE isn't just trying to sell reactors. It's trying to own the fuel supply, the delivery infrastructure, and the service contract around those reactors. That's closer to a utility business model than a hardware company—recurring relationships, captive customers, and compounding value once the ecosystem is built.

The Super Micro MoU Shows Where This Is HeadedIn May 2026, Nano Nuclear signed a memorandum of understanding with Super Micro Computer NASDAQ: SMCI to explore integrating NNE's microreactor systems with Supermicro's AI server and data center platforms. The goal: delivering clean, reliable, nuclear-powered solutions directly to the AI economy.

Nano Nuclear Energy Stock Forecast Today12-Month Stock Price Forecast:
$46.50
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Moderate Buy
Based on 8 Analyst Ratings

Current Price$23.19High Forecast$51.00Average Forecast$46.50Low Forecast$40.00Nano Nuclear Energy Stock Forecast Details

It's a non-binding agreement, but the strategic logic is sound. Data centers need power that doesn't go down. Microreactors can be co-located at the facility. And unlike a power purchase agreement tied to the grid, on-site nuclear generation gives operators direct control over their energy supply.

There’s one small problem. Nano Nuclear isn’t generating a dime of revenue. The company’s products are still in the trial stages. And there’s a lack of clarity over when the company will be able to get through the arduous regulatory process. NNE estimates its KRONOS licensing application will be processed between 2026 and 2031, with commercial launch targeted for the early 2030s.

By itself, that shouldn’t disqualify investors from owning NNE. However, the stock is down sharply from October 2025 levels, and short sellers continue to add friction to the bull case.

Investors Are Getting a Second Entry PointIn addition to being a pre-revenue company, Nano Nuclear has only been trading publicly since May 2024. The stock went nuclear (pun intended) along with the rest of the sector. However, like the sector, NNE has fallen sharply since October 2025.

That said, the stock is settling around its 50-day simple moving average (SMA) and appears to be consolidating on slightly higher volume. Momentum is down, which could make this a good opportunity for long-term investors to get in with less volatility.

On the other hand, short interest of over 20% could make NNE a target of traders looking to force a short squeeze. This risk is elevated because of the lack of institutional ownership in NNE.

Should You Invest $1,000 in Nano Nuclear Energy Right Now?Before you consider Nano Nuclear Energy, you'll want to hear this.

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Cerebras Systems (NASDAQ:CBRS) shares fell 14% to about $194 on Tuesday after the artificial intelligence chipmaker reported better-than-expected first quarter results and raised its full-year revenue outlook, but forecast a sharp decline in gross margins for the current quarter.

The company, which completed its initial public offering earlier this year, reported first-quarter GAAP revenue of $193.4 million and core revenue of $191.3 million, exceeding Wall Street expectations of about $181 million. Core revenue increased 92% from a year earlier.

Cerebras posted a non-GAAP net loss of $0.04 per share, narrower than analysts' expectations for a loss of $0.16 per share.

For the second quarter, Cerebras projected revenue of approximately $194 million, ahead of analysts' estimates of $174.3 million. The company also raised its full-year 2026 revenue forecast to a range of $855 million to $865 million, compared with consensus expectations of about $828 million.

However, investors focused on the company's profitability outlook. Cerebras said second-quarter gross margin is expected to fall to between 36% and 38%, down from 47% in the first quarter and a GAAP gross margin of 45% reported for the period.

During the quarter, Cerebras announced a multi-year agreement with OpenAI valued at more than $20 billion, under which OpenAI plans to deploy 750 megawatts of the company's inference computing capacity over several years. Cerebras also launched a partnership with Amazon Web Services aimed at bringing its inference technology to AWS customers through a disaggregated inference strategy.

Andrew Feldman, Cerebras CEO, said demand for faster AI infrastructure is growing as artificial intelligence applications become more widely adopted. “The growing importance of AI in our economy requires AI infrastructure that can power the most advanced applications at unprecedented speed. This is the Cerebras mission,” Feldman said.

Wedbush analysts maintained an ‘Outperform’ rating on Cerebras and raised their price target to $280 from $270 following the results. The analysts wrote that the company's inaugural earnings report contained "no particular surprises" and validated their expectation that management would provide achievable guidance.

Wedbush noted that hardware sales exceeded its expectations and that stronger pricing for Cerebras' cloud services reflected robust demand. While gross margins are expected to decline as OpenAI-related revenue ramps, the analysts wrote that the drop appears less severe than they had previously modeled, potentially creating upside through 2026.

The firm also pointed to higher operating expenses, which it believes are likely tied to additional research and development spending and could support future product launches and customer programs.

Wedbush wrote that it remains constructive on Cerebras, citing potential catalysts including new products such as the WSE-4 processor, additional data center capacity and sustained demand for AI infrastructure.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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

Key Takeaways Cerebras shares plunged Wednesday following the AI chipmaker's first quarterly results as a public company.Worries about Cerebras' margins could be weighing on shares, but analysts are staying bullish on the company's outlook. Get personalized, AI-powered answers built on 27+ years of trusted expertise.

Cerebras beat Wall Street's estimates with its first report as a public company, but investors aren't cheering the results.

Shares of Cerebras (CBRS) plunged 15% to around $192 in early trading Wednesday, hitting their lowest point since the stock began trading last month, despite posting quarterly sales that topped expectations and a narrower-than-expected loss.

Worries about costs squeezing Cerebras' margins could be weighing on shares, as the chipmaker said after the bell yesterday that it expects adjusted gross margins of 36% to 38% in the current quarter, down from the 47% margins Cerebras posted in the first quarter.1

Why This Matters to Investors Wednesday's slump comes after a volatile few weeks for Cerebras shares since debuting last month.

Morgan Stanley analysts told clients in a note Wednesday they remain bullish on the stock, however, and raised their lifted their price target to $273 from $250, citing strong demand for the company's chips. "Nothing in these numbers was disappointing," they wrote, and suggested the Cerebras could be conservative with its outlook as it navigates its first few quarters as a public company.2

For the first quarter, Cerebras said it generated $193.4 million, about $10 million above the analyst consensus compiled by Visible Alpha, along with an adjusted loss of $2.48 million, smaller than analysts had forecast.

With Wednesday's slump, Cerebras shares are down nearly 40% from where they closed on their first day of trading. They're about 4% above their IPO price of $185.

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Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance, as shares slid 17% after the company reported results for the first time since going public.

Analysts at Mizuho and Wedbush raised their estimates following Cerebras' earnings call. But the company forecasted a narrower gross margin in its core business, excluding impact from customer warrants and data center pass-through revenues. The number was 47% for the first quarter, and it should be between 38% and 41% for the full year.

"It is misunderstood," Feldman said on CNBC's Squawk on the Street. "You know, we laid out a plan at the start of '26. We shared that plan as we went public a few months ago, and we're beating that plan."

He said management made clear that Cerebras will need to rent back some equipment from one of its largest clients.

"I think it's not going to be a straight line," he said.

Read more CNBC tech newsGoogle's online dominance is showing signs of cracking in AI eraOracle has cut 21,000 roles over the past year, adding to wave of tech AI layoffsTesla faces federal probe after Model 3 slams into Texas home, killing 76-year-oldSpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billionInvestors also must contend with Cerebras insiders being subject to a staggered timeline for lock-up restrictions. That includes about 28 million Class A Cerebras shares that directors, officers and non-employee shareholders can trade on the second trading day after Tuesday's earnings announcement, according to the company's prospectus.

The point was to smooth out the schedule, which typically comes after a set number of months after an initial public offering, Feldman said.

"Whether that's a success or not, we'll have to see," he told CNBC's Carl Quintanilla and Leslie Picker.

Rivals such as Nvidia are confronting supply shortages in high-bandwidth memory and a cutting-edge process from Taiwan Semiconductor Manufacturing Co., but Cerebras doesn't need either of those, Feldman said.

Cerebras is, however, facing pressure to open more data centers, as are cloud infrastructure providers, while public opposition mounts and permitting processes can drag on.

"We're trying to move at the speed of AI, and data centers move with the speed of real estate," Feldman said.

Cerebras stock chart.

While investors watch to see if and when SpaceX will be added to major stock indexes, other changes to some key market benchmarks are already on the way.

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Chip Equipment Maker KLA Hits Record High, Leads 16 Stars Onto Best Stock Lists

AI Stock Market Leaders Thumped As SpaceX Takes Traders On Wild Ride; Three Strong Sell Rules To Use Now

Google-Parent Alphabet To Join Dow Jones Industrial Average, Replacing Verizon SpaceX late Tuesday announced it raised $25 billion in its inaugural bond sale, while demand for a piece of Elon Musk's rocket and AI company once again far outmatched supply. Rival Rocket Lab (RKLB) on Tuesday revealed that it completed a tactical response mission for the Space Force. SPCX stock rebounded modestly Wednesday, while other space stocks continued to trend…

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Seema Mody walked CNBC viewers through it earlier this week, with the kind of detail that suggests the bankers had already started circling. “SpaceX is exploring the prospect of this mega bond sale that could kick off as early as tomorrow, reportedly raising as much as $20 billion,” she said. That “as early as tomorrow” was the tell. The deal is happening into a stock that has given back a quarter of its post-IPO gains. As of Wednesday, SpaceX has successfully raised $25 billion.

A $25 billion follow-up to a $75 billion debut SpaceX’s $25 billion raise is coming less than two weeks after the company secured more than $75 billion in its IPO. Most companies spend years building toward a capital raise of that magnitude. SpaceX is stacking them in a fortnight. SpaceX (NASDAQ:SPCX) currently trades around $158, off roughly 22% from the $225 high it printed in the days after listing. The stock is down 19.69% over the past five sessions.

Why issue bonds now, with the equity on its back foot? Because the credit window is wide open and the use of proceeds points squarely at AI infrastructure. Proceeds would fund chip and compute purchases and continued investment in Grok, the large language model competing with offerings from OpenAI and Anthropic. Buying GPUs has become the cost of staying in the conversation.

The ratings agencies bless Starlink, raise an eyebrow at Grok SpaceX walked into this offering with a rare gift. Investment-grade ratings from all three of S&P, Moody’s and Fitch, with the agencies citing Starlink’s recurring subscription cash flow and the cost advantages of reusable rockets. Debt investors hunting for AI infrastructure exposure suddenly have a name they can put in a high-grade portfolio. Mody noted the obvious follow-on point. “Standard and Poor’s flagging its AI bet as the riskiest of the three business segments due to its massive upfront investments and the unclear monetization path.”

S&P is essentially saying the rockets and satellites will service the coupon. Grok is the speculative leg. Bondholders get paid by the boring stuff. Equity holders are funding the moonshot, and equity holders are currently down 25%.

SpaceX is not the only one issuing into the AI capex wave Mody framed the broader pattern. “Nearly every technology company has tapped the bond market to fund the AI build out… NVIDIA last week with a $25 billion bond sale. Google, Meta, Amazon as well.” NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) issuing $25 billion of paper is the most interesting data point, because NVIDIA generates colossal free cash flow and does not, in any traditional sense, need to borrow.

Look at the Q1 FY27 numbers. Revenue of $81.61 billion, up 85.2% year over year, with Data Center revenue alone at $75.25 billion. Non-GAAP EPS of $1.87. Total supply-related commitments now sit at $119.0 billion, which is the actual answer to why even NVIDIA is borrowing. The supply chain is being prepaid years out. CEO Jensen Huang called the AI factory buildout “the largest infrastructure expansion in human history.” The Q1 FY27 8-K spells out the commitment math.

NVDA shares trade at $208.65, up 45.24% over the past year while SPCX has cratered in days.

What the crowd is saying while the deal prices Retail sentiment has flipped hard. The dominant Reddit post on r/stocks during the decline carried the headline “SPCX – Beware, institutional money is NOT buying this trash on the open market.” Composite sentiment on SPCX sits at 43.91, neutral with medium confidence. The social score of 27 drags the composite down. Analyst target sits at $187.80. That is 15.41% upside from current levels.

The bond deal will likely price into healthy demand. Investment-grade AI exposure with a Starlink coupon attached is scarce. Watch the spread at pricing, watch whether Grok gets called out in the prospectus risk factors the way S&P called it out, and watch the lockup calendar. The equity weakness so far has been pre-lockup. That is what should hold your attention.

Sunrun (NASDAQ:RUN) stock is up 26% to $16.17 in midday trading Wednesday after the residential solar leader unveiled a sweeping virtual power plant (VPP) partnership with Tesla (NASDAQ:TSLA | TSLA Price Prediction) and Renew Home. The intraday move tracks toward one of Sunrun’s biggest single-session gains in months.

The deal aims to deliver more than 16 gigawatts (GW) of flexible energy capacity to hyperscalers and utilities. That’s a direct play on the surge in electricity demand from data centers and artificial intelligence workloads.

Tesla is the named partner here, not a big stock mover on the news. The partnership is highly impactful to small-cap Sunrun but largely immaterial to Tesla shares at the company’s roughly $1.44 trillion market value.

A 16-Gigawatt Distributed Power Plant Aimed at AI The coalition is aggregating dispatchable capacity from hundreds of thousands of home battery systems operated by Sunrun and Tesla, plus flexible peak capacity from more than 8 million smart thermostats and devices managed by Renew Home. The companies describe it as the country’s largest distributed power plant, deployable in “months, not years” with no new hardware, interconnection, water, or land required from offtakers.

In Virginia’s Data Center Alley, the partners already have more than 300 megawatts (MW) available for immediate deployment, expected to grow to at least 500 MW by 2030. Capacity for hyperscalers will be allocated on a first-come, first-served basis, and the group committed capacity to PJM’s proposed Reliability Backstop Process, which they say could immediately unlock over a gigawatt.

Sunrun CEO Mary Powell framed the stakes bluntly, declaring, “The grid of the 1800s cannot power the innovation of 2026.” Tesla’s Colby Hastings asserted that the answer “is already in place” in the batteries, thermostats, and electric vehicles inside millions of American homes.

AI Power Demand Sets the Stage The timing matters here. A Goldman Sachs Commodities Research study cited by the partners projects U.S. data center power demand to climb to 41 GW in 2026 and 66 GW in 2027. Sunrun is positioning itself as a fast-to-deploy answer to that load curve.

A Brattle Group analysis referenced in the release also estimates that better grid utilization could reduce U.S. electricity bills by $110 billion to $170 billion over the next decade. For Sunrun, that pitch reframes residential solar as utility-style infrastructure rather than a one-off hardware sale.

The macro backdrop is supportive. The Department of Energy projects data centers will account for up to 12% of U.S. electrical demand by 2028, a tailwind Sunrun and Tesla have both flagged in recent earnings commentary.

Breakthrough or Hype Cycle? The bull case is sizable. Sunrun could tap a recurring revenue stream tied to AI-driven power demand, built on what management has called the largest residential battery fleet in the country. Sunrun’s Q1 2026 results showed momentum already, with revenue of $722 million, up 43% year over year and a record 73% storage attachment rate.

The bear case is just as real, though. This is a framework or capacity-as-a-solution structure, not firm signed hyperscaler revenue contracts, and execution depends on customer enrollment, utility programs, and regulatory approvals. Sunrun stock also remains volatile and is still down 11% year-to-date.

Retail sentiment on Sunrun stock has turned visibly bullish, and some traders are floating short-squeeze speculation around the name. That chatter is worth flagging, though no firm short-interest data supports a squeeze thesis today.

What Investors Can Watch Next Near term, investors can watch for whether Sunrun stock holds these gains into the close and whether sell-side analysts respond with revised targets. The current consensus price target on Sunrun shares sits at $19.11, with 3 Strong Buy and 9 Buy ratings against 10 Holds.

The bigger tell will be conversion. Watch for whether the Virginia capacity, the PJM Reliability Backstop allocation, and any named hyperscaler offtake agreements firm up in the months ahead. That’s the line separating an infrastructure breakthrough from a transient AI hype cycle.

For now, Sunrun has reframed its story from struggling solar installer to potential distributed-grid operator. Tesla and Renew Home give the pitch genuine scale, but the contracts still have to follow. Investors comfortable with the volatility could keep position sizes measured until firm hyperscaler revenue materializes.

The National Transportation Safety Board has opened an investigation into a crash that happened over the weekend in Texas, in which a driver slammed into a home in Katy, Texas, killing a resident.

The family of that victim, 76-year-old Martha Avila, have also filed a lawsuit against the driver, Michael Butler, and Tesla, alleging negligence.

The NTSB joins the National Highway Traffic Safety Administration (NHTSA) in investigating the crash. While Butler allegedly told local authorities that he was using Tesla’s Autopilot feature before the crash, the company has since said it has data showing that Butler’s accelerator pedal was pressed to the floor. This “overrode” what was more likely the Full Self-Driving software on his car, pushing his speed to 73 miles per hour before he hit the house, according to Tesla.

Tesla has not provided more proof beyond those statements, though. The NTSB and NHTSA investigations will likely require the company to turn over logs created by the car’s onboard computers that will ultimately reveal how exactly the crash happened.

Alphabet Inc (NASDAQ:GOOG) will join the Dow Jones Industrial Average, replacing Verizon Communications Inc (NYSE:VZ, XETRA:BAC), in a reshuffle that further increases the index’s exposure to large-cap technology companies.

S&P Dow Jones Indices said the change will take effect prior to the opening of trading on June 29, 2026. At that time, Alphabet’s Class A shares will be added to the 30-stock index, while Verizon will be removed.

The index provider said the adjustment is part of a broader rebalancing tied in part to corporate actions involving existing constituents. Honeywell International will remain in the DJIA following its planned spin-off of Honeywell Aerospace, which is not expected to be included in the index. The Honeywell parent will continue in the average under a new name, Honeywell Technologies.

S&P Dow Jones Indices noted that Verizon’s relatively low share price means it currently accounts for only a small fraction of the price-weighted index, limiting its influence on overall index movements.

Alphabet’s addition is expected to expand the Dow’s representation of communication services and technology-related industries. The company operates across digital advertising, cloud computing, artificial intelligence, hardware, and other technology-driven segments.

Following the change, Alphabet will join other major technology constituents in the Dow, including Apple, Microsoft, Amazon, and Nvidia, further increasing the sector’s weight within the traditionally industrial-heavy index.

Shares of Alphabet traded up 1% at about $350 on Wednesday morning, while Verizon stock was down 2% at about $46.

Amazon's Zoox unveiled the "next evolution" of its toaster-shaped self-driving vehicle on Wednesday, adding more rider-friendly features ahead of a wider U.S. rollout this year.

The company said it's equipping the vehicles with higher-quality touchscreens, more comfortable seats and headrests, and small interior tweaks that will make it easier for passengers to spot forgotten items like keys and phones.

Zoox is also enlarging and relocating the robotaxi's "bidirectional reflectors," which help riders and others such as law enforcement distinguish the vehicle's front from its rear, so that they're easier to spot.

The updates come as Zoox is plotting expansion in additional markets and preparing to charge for rides later this year. The company, which Amazon acquired for $1.3 billion in 2020, is way behind Alphabet's Waymo, the U.S. robotaxi leader.

Waymo recently surpassed 500,000 weekly paid rides across 10 U.S. cities. It also plans to bring commercial service to several new cities this year, including London and Tokyo, the first international markets. By comparison, Zoox said Wednesday it has served more than 500,000 riders since it opened service in Las Vegas last September.

Zoox currently offers free rides in parts of Las Vegas and San Francisco, and it's allowing select users to hail its robotaxis in small areas in Miami and Austin, Texas. It's also testing in six other U.S. cities.

In March, Zoox struck a partnership with Uber to make its robotaxis available through its ride-hailing app in Las Vegas, enabling it to reach a wider potential customer base.

The Zoox robotaxis have been nicknamed "toasters" due to their shape. The vehicles have no steering wheel or pedals, and feature four carriage-style seats that face inward, giving them a shuttle-like atmosphere.

Zoox's biggest hurdle remains launching a paid service. The company is awaiting approval from the National Highway Traffic Safety Administration to operate as many as 2,500 of its self-driving cars on public roads for commercial purposes.

Zoox's petition is currently under review by NHTSA after public comments closed in early April.

Zoox said Wednesday that the redesigned robotaxi is its "production intent vehicle," and the company expects to introduce the model to its existing fleet later this year.

The company added that it will soon begin large-scale production of its robotaxis at its manufacturing facility in the San Francisco Bay Area that opened last June. The facility will help Zoox grow its robotaxi fleet, eventually producing 10,000 vehicles a year once it's at full scale.

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Read more CNBC tech newsGoogle's online dominance is showing signs of cracking in AI eraOracle has cut 21,000 roles over the past year, adding to wave of tech AI layoffsTesla faces federal probe after Model 3 slams into Texas home, killing 76-year-oldSpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion

Shares of Amazon.com NASDAQ: AMZN started this week on the back foot, trading down around $230, their lowest level since early April. The stock has been going through a tough patch and is now down more than 16% from the all-time high it hit last month.

Amazon.com Today

$240.00 +5.89 (+2.51%)

As of 12:53 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$196.00▼

$278.56P/E Ratio28.75

Price Target$312.78

What makes the current pullback particularly worrying is the divergence from the rest of the market and the broader tech sector, with much of which has been holding on to most of its recent gains. When a stock starts trading out of sync with its peers, it usually tells you something specific is weighing on it.

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In Amazon's case, that something has just become a lot clearer. It was reported last week that the Federal Trade Commission (FTC) has drafted a potential complaint against the company, alleging it misled advertisers through hidden ad pricing practices, and the penalty could run into the billions.

This isn’t the first time that Amazon has run afoul of the FTC, and if recent history is anything to go by, investors are right to be worried. The question is how much?

What the FTC Is Actually Looking AtAt the heart of the investigation is whether Amazon properly disclosed the terms and pricing of its advertising auctions, particularly a feature called "reserve pricing" for certain search ads. In simple terms, that's the minimum price an advertiser has to accept before they're able to buy an ad. The argument is that Amazon didn't make these mechanics fully clear, leaving advertisers paying more than they otherwise might have.

It's worth noting that this isn't an entirely new line of inquiry. The FTC's consumer protection unit has been looking into whether both Amazon and Alphabet NASDAQ: GOOGL misled advertisers placing ads on their respective platforms for some time now. What's changed is that the investigation into Amazon has now reportedly progressed to the point where a formal complaint has been drafted, which is a meaningful step up the regulatory ladder, and this is clearly spooking investors.

Amazon Has Been Here BeforeWhat makes this story particularly relevant for Amazon’s investors is the recent history. Just last September, the FTC secured a historic $2.5 billion settlement against Amazon over allegations that it had enrolled millions of consumers in its Prime program without their consent and made it deliberately difficult for them to cancel. A settlement of that scale makes it very clear just what the FTC thinks it can extract when it sets its sights on Amazon.

For the latest investigation, it’s a useful reference point for thinking about the worst-case scenario. If the FTC was able to secure $2.5 billion in penalties and refunds for the Prime enrollment issue, the potential downside from a misleading-advertisers complaint could be similar, or even larger, given the size and complexity of Amazon's advertising business.

Even for a company of Amazon's scale, that would be a significant amount of money, and it’d come at a time when Amazon’s outgoings are already under the microscope.

A Worrying Near-Term SetupFrom that perspective, this update from the FTC couldn't really have come at a worse moment for Amazon's stock. As we've covered recently, the company has been grappling with a free cash flow squeeze from its enormous AI capital expenditure commitments, a high-profile Blue Origin rocket explosion that set back its satellite ambitions, and a broader cooling in sentiment across mega-cap tech. Adding regulatory uncertainty to that pile is the kind of thing that can keep a stock under pressure for longer than the underlying business deserves.

There’s also the risk that while an eventual settlement could come this summer, it could also just as easily turn into a drawn-out legal battle that dominates the headlines for many quarters to come. Neither of those is ideal for shareholders who have been waiting for the stock to find its footing.

The Long-Term Bull Case Hasn't ChangedOverall MarketRank™99th Percentile

Analyst RatingModerate Buy

Upside/Downside29.3% Upside

Short Interest LevelHealthy

Dividend StrengthWeak

News Sentiment0.99 Insider TradingSelling Shares

Proj. Earnings Growth29.96%

See Full Analysis

Still, for those willing to look beyond the next few months, the long-term case for Amazon remains as strong as ever. AWS continues to grow at a remarkable pace and is increasingly central to the AI infrastructure buildout. The advertising business itself, the very thing now under scrutiny, is one of the fastest-growing high-margin revenue streams in the company. The deepening Anthropic relationship and the wave of analyst price targets sitting comfortably above $300 all speak to a long-term picture that an FTC complaint, even a multi-billion-dollar one, doesn't materially change.

The current weakness is uncomfortable, no question, and the near term could get worse before it gets better. But Amazon has a long history of absorbing regulatory blows and compounding value over time. For those willing to pinch their noses in the near term, this weakness could be a gift in the long term.

Should You Invest $1,000 in Amazon.com Right Now?Before you consider Amazon.com, you'll want to hear this.

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A new critique in the scientific journal Nature ​is raising fresh questions about Microsoft's claimed quantum computing breakthrough last year, which underpinned the company's announcement this month that it will have ‌a working quantum system by 2029.