Track market-moving stories before they get noisy

Rambus sits far below its 52-week high while AI server builders keep adding racks that depend on its chips. Whether the stock is a overlooked opportunity or a value trap comes down to a few critical revenue milestones in the…

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Rambus (NASDAQ:RMBS | RMBS Price Prediction) makes the memory interface chips and silicon IP that keep AI servers supplied with data. The 24/7 Wall St. price target for Rambus is $132.68. That means 26.17% upside from the last close of $105.16.

Metric Value Current Price $105.16 Price Target from 24/7 Wall St. $132.68 Upside/Downside 26.17% Recommendation BUY Confidence Level 90% On Monday the shares fell 4.78% to $100.13. At that price, the upside to our target grows to about 32.5%. The model rates the stock a buy with high confidence. It rests on record product revenue and a business mix that benefits from every new AI server rack.

Record Revenue and a 14% Weekly Rebound Put Rambus Back in Play Over the past week, Rambus gained 14.3%. It is up 11.22% over the past month and 8.97% year to date. The one-year return is still -0.63%. In mid-June the stock traded at $143.29, and today it stands about 42.5% below its 52-week high of $174.1.

Fiscal Q2 revenue rose 20.43% to $207.38 million, ahead of the $198.30 million estimate. Non-GAAP EPS of $0.77 exceeded the $0.715 expected. Product revenue hit a record $99.15 million. Management also reported “an exciting design win with a Tier 1 US hyperscaler for next-generation HBM in future AI chips.”

Why Bulls See $178 on the Horizon The bull case depends on growing chip content per server. Rambus launched DDR5 9600 chipsets and expects MRDIMM to become “a material opportunity”, with significant sales starting in 2027. Revenue from PCIe 7 switch IP is expected in the coming quarters, and management sees silicon IP growing 10% to 15% a year.

Rambus is one of the picks-and-shovels names that benefits every time a hyperscaler adds a rack (we profiled seven of these AI infrastructure suppliers, from power to memory interfaces, in a free report you can grab here). Of the analysts covering the stock, 7 rate it a buy and 2 rate it a hold. Our bull scenario reaches $178.44.

Supply Tightness and Rising Costs Could Cap the Rally Inventory rose to $74.8 million from $44.1 million, and operating cash flow fell 35.14%. Management says the inventory is strategic stock for ramps planned in Q3, Q4 and early next year.

In Q1, R&D rose to $50.23 million and pressured the non-GAAP operating margin to 42%, although that spending funds the roadmap. Management expects supply constraints to last into 2027. Our bear case of $113.91 still stands above today’s price.

Rambus Sits Between Micron’s Bargain Multiple and Marvell’s Premium The direct read on memory demand is Micron (NASDAQ:MU), because its DDR5 and HBM volumes drive Rambus royalties. It trades at 7 times forward earnings after fiscal Q3 revenue jumped 345.72%. That low multiple reflects cyclical peak earnings, while Rambus’s licensing model is steadier.

Marvell (NASDAQ:MRVL) competes for the same hyperscaler custom silicon spending. It trades at 62 times forward earnings, with data center making up 79% of revenue.

Company Forward P/E Latest Quarter Revenue Growth Rambus 30 20.43% Micron 7 345.72% Marvell 62 36.55% At about half of Marvell’s multiple, Rambus looks reasonably priced, and the peer group suggests our target is reasonable.

Rambus Price Prediction 2026-2030 The 24/7 Wall St. price target of $132.68 accounts for a buy rating at 90% confidence. Record product revenue coupled with growing IP design wins tips the scale.

I’d turn more constructive if Q3 product revenue lands within the $110 million to $116 million guidance. I’d turn wary should supply limits push MRDIMM ramps past 2027. In my view, the risk-reward favors patient holders.

Year Price Target from 24/7 Wall St. 2026 $111.13 2027 $137.62 2028 $158.56 2029 $174.55 2030 $189.69 The projections assume Rambus keeps executing on its DDR5 and IP roadmap. A faster HBM licensing ramp could raises them, and a sharp downturn in the DRAM cycle could push them lower.

Contact [email protected] for any questions or corrections.

Agreement adds 17 SCREENX auditoriums in the U.S. and three in South and Central America

Six U.S. locations slated to open in 2026, bringing Cinemark's domestic SCREENX footprint to 30 in time for Avengers: Doomsday

, /PRNewswire/ -- CJ 4DPLEX, the world's leading producer of premium cinema formats and immersive theater experiences, and Cinemark, one of the world's largest and most influential theatrical exhibition companies, today announced an agreement to add 20 new SCREENX auditoriums across Cinemark's global circuit, including 17 in the U.S. and three in Latin America. The expansion builds on a partnership that began in 2022 and will further extend the immersive panoramic format to moviegoers throughout the Americas.

"As consumer demand for premium, immersive moviegoing experiences continues to grow, Cinemark remains focused on bringing our guests the most exciting and engaging ways to enjoy movies on the big screen," said Sean Gamble, Cinemark's President and CEO. "We are pleased to expand our SCREENX footprint to additional Cinemark locations across the U.S. and Latin America as part of our ongoing commitment to enhancing the theatrical experience through innovative entertainment options. This investment further strengthens our premium amenities portfolio, giving moviegoers even more reasons to choose Cinemark."

"SCREENX continues to grow as more filmmakers and exhibitors embrace its creative possibilities," said Jun Bang, CEO of CJ 4DPLEX. "The response to Spider-Man: Brand New Day, our first 'Shot for SCREENX' film, demonstrates the power of creating an experience specifically for the format. Our expansion with Cinemark will bring SCREENX to more audiences as we build on that success. We plan to release at least four 'Shot for SCREENX' films with major Hollywood studios in 2027."

Six of the new U.S. auditoriums are scheduled to open in 2026, expanding Cinemark's domestic SCREENX footprint to 30 in time for Avengers: Doomsday. The expansion will also introduce SCREENX's panoramic viewing experience to audiences in new states.

"Cinemark has been a critically important partner in SCREENX's growth since our first locations opened together in 2022," said Don Savant, President and CEO of CJ 4DPLEX Americas. "This agreement reflects Cinemark's continued investment in distinctive theatrical experiences. We are particularly excited to bring SCREENX to Cinemark's Playa Vista theater, providing a convenient location for studio executives, filmmakers and talent on the Westside of Los Angeles to experience the format's creative possibilities firsthand."

About CJ 4DPLEX

CJ 4DPLEX is a proud subsidiary of CJ Group, Korea's leading lifestyle and culture company. Headquartered in Sangam, Seoul, CJ 4DPLEX designs and develops immersive cinema technologies that inspire audiences worldwide. Guided by creativity, technology and cultural vision, the company is committed to redefining the future of cinema.

CJ 4DPLEX is redefining the moviegoing experience across markets worldwide, working with leading exhibitors to deliver SCREENX, 4DX and ULTRA 4DX to audiences everywhere. From the United States to Europe, Asia and the Middle East, its global presence continues to grow, driven by a mission to make immersive storytelling the standard in cinema.

About SCREENX

SCREENX is the world's most immersive platform, breaking free from the boundaries of a single screen to place audiences at the heart of the story. With visuals flowing seamlessly across the walls, SCREENX connects film and space, creating moments of natural immersion. Every sequence is curated to reflect the director's vision, turning each film into an experience only SCREENX can deliver.

About Cinemark Holdings, Inc.

Cinemark Holdings, Inc. (NYSE: CNK) provides extraordinary out-of-home entertainment experiences as one of the largest and most influential theatrical exhibition companies in the world. Based in Plano, Texas, Cinemark makes every day cinematic for moviegoers across nearly 500 theaters and more than 5,500 screens, operating in 42 states in the U.S. (301 theaters; 4,219 screens) and 13 South and Central American countries (194 theaters; 1,401 screens). Cinemark offers guests superior sight and sound technology, including Barco laser projection and Cinemark XD, the world's No. 1 exhibitor-branded premium large format; industry-leading penetration of upscale amenities such as expanded food and beverage offerings, Luxury Lounger recliners and D-BOX motion seats; top-notch guest service; and award-winning loyalty programs such as Cinemark Movie Club. All of this creates an immersive environment for a shared, entertaining escape, underscoring that there is no place more cinematic than Cinemark. For more information, visit https://ir.cinemark.com.      

SOURCE CJ 4DPLEX

Key Takeaways Boston Scientific's Endoscopy sales rose 7%, driven by broad strength and another strong AXIOS quarter.Boston Scientific's Urology grew 1% as recovery lagged and stone management faced portfolio gaps.Boston Scientific's Neuromodulation sales climbed 12%, led by pain strength and DBS franchise growth. Boston Scientific’s (BSX - Free Report) MedSurg segment continues to provide a diversified and stable revenue base. Within this, Endoscopy sales grew 7% year over year in the second quarter of 2026, driven by strong performance across the business and another better-than-expected quarter for AXIOS Stent and Delivery System. The company also received FDA clearance for RIVOS, a first-of-its-kind single device designed to consolidate multiple exchanges and simplify endoscopic ultrasound biliary drainage.

Urology results fell short of its expectations, growing 1% this quarter, as the recovery in sacral neuromodulation continued to take longer than anticipated. Stone management also remained under pressure due to key portfolio gaps that the company plans to address over the next three quarters. Management now expects full-year growth in the business to be flat to low-single digits.

However, Boston Scientific remains confident that the long-term trajectory in Urology will improve in 2027. Three key launches are planned for its core stone portfolio over the next two to three quarters, which should help the business move closer to market growth next year. The company has also addressed a significant disruption to its sacral neuromodulation commercial capabilities by hiring and training new clinical and sales representatives, who are now in the field.

Neuromodulation sales grew 12% in the second quarter, supported by strength across its pain portfolio. The Intracept Intraosseous Nerve Ablation System continues to gain momentum, aided by compelling five-year data highlighting its long-term efficacy and cost-effectiveness for chronic low back pain. Boston Scientific also benefited from a full quarter of contribution from Nalu Medical, while integration efforts continued to progress. The company’s deep brain stimulation (DBS) franchise maintained strong global growth, supported by differentiated offerings, including Cartesia Leads, Illumina programming and the DBS Patient Controller.

BSX Peers UpdateMedtronic (MDT - Free Report) recently strengthened its Medical Surgical portfolio with the FDA clearance of its LigaSure RAS Maryland jaw device for use with the Hugo robotic-assisted surgery (RAS) system. The clearance expands the instruments available on the Hugo RAS system and brings the company’s established vessel-sealing technology to U.S. surgeons performing robotic-assisted procedures. Medtronic also announced a $700 million investment in Cornerstone Robotics, including rights to distribute its Sentire surgical system in select international markets where the system is market-approved.

Teleflex (TFX - Free Report) announced the publication of its latest peer-reviewed study in the American Journal of Infection Control. The findingsdemonstrated that Central Venous Catheters protected with Teleflex’s Arrowg+ard technology were associated with a statistically significant 70% lower hazard of central line-associated bloodstream infections compared with plain, non-impregnated catheters during a 30-day period.

The Zacks Rundown for BSX StockOver the past six months, Boston Scientific shares have dropped 30.2% compared with the industry’s 7.1% decline.   

Image Source: Zacks Investment Research

Boston Scientific trades at a forward, five-year Price-to-Sales ratio of 2.89 compared with the 2.12 industry average. 

Image Source: Zacks Investment Research

Over the past three months, analysts have lowered their earnings estimates for the company, as shown in the image below.

Image Source: Zacks Investment Research

BSX stock currently carries a Zacks Rank #4 (Sell).  

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

Key Takeaways Ingevity's portfolio transformation through divestitures and acquisitions is reshaping its growth strategy.NGVT's cash flow gains and debt reduction lowered leverage to 2.5X while supporting capital returns.Ingevity sees growth opportunities from PFAS contracts, biofuels applications and capacity expansions. Ingevity Corporation’s (NGVT - Free Report) shares have rallied 30.6% in the past year. The company has also outperformed the Zacks Chemical - Specialty industry’s 0.2% growth over the same time frame. Ingevity’s portfolio optimization actions, investments in capacity and debt reduction supported by higher cash flows have boosted investor confidence in its long-term growth prospects.

Image Source: Zacks Investment Research

Let’s take a look at the factors that are driving NGVT stock. 

Portfolio Transformation and New Growth OpportunitiesIngevity has been benefiting from its portfolio transformation strategy, supported by strategic divestitures, acquisitions and successful repositioning efforts. The divestiture of the Industrial Specialties business and Road Markings product line, along with the ongoing sale process for the APT business, is optimizing the company’s portfolio and increasing focus on higher-return opportunities.

The elimination of $10 million of stranded costs and acquisitions of Georgia-Pacific’s pine chemicals business, Capa caprolactone business and Ozark Materials are further strengthening the portfolio through manufacturing optimization, lower logistics costs, new technology platforms and more market opportunities. Meanwhile, PFAS filtration contract, European biofuels applications for TOFA and capacity expansions in soy-based fatty acids, caprolactone and polyols are creating opportunities for long-term growth.

Cash Flow and Capital Allocation Support ReturnsImproving cash generation and disciplined capital allocation have also supported Ingevity’s performance. In the second quarter, free cash flow excluding the litigation settlement payment reached approximately $89 million, while debt reduction lowered leverage to 2.5X. The company’s focus on further reducing leverage to 2X-2.5X, alongside the plan to repurchase $300 million of shares through 2027, underscores its commitment to strengthening the balance sheet while returning capital to shareholders.

NGVT’s Zacks Rank & Other Key PicksNGVT currently carries a Zacks Rank #2 (Buy).

Other top-ranked stocks in the Basic Materials space are Reliance, Inc. (RS - Free Report) , Avient Corporation (AVNT - Free Report) and Kronos Worldwide, Inc. (KRO - Free Report) .

AVNT sports a Zacks Rank #1 (Strong Buy) at the moment, while RS and KRO carry a Zacks Rank #2 each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for RS’ 2026 earnings is pegged at $22.53 per share, indicating a 58% year-over-year increase. RS’shares have gained 36.7% over the past year.

The Zacks Consensus Estimate for AVNT’s current-year earnings is pinned at $3.2 per share, indicating a 13.5% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 3.4%. AVNT’sshares have gained 27.3% over the past year.

The Zacks Consensus Estimate for KRO’s 2026 earnings is pegged at 35 cents per share, indicating a rise of 136.5% year over year. KRO’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing it in the rest, with an average surprise of 34%.

Key Takeaways Toast Fuel connects fuel payments, in-store retail and foodservice through one cloud-native platform.Toast expands into convenience stores with fuel payments, loyalty tools and integrated restaurant technology.Toast Fuel could boost payment volume and software usage, but investments may weigh on near-term margins. Toast (TOST - Free Report) is expanding beyond restaurants and retail by launching Toast Fuel, a cloud-native platform for convenience stores and fuel operators. The solution brings fuel payments, in-store retail and foodservice onto a single connected system, allowing operators to manage transactions from the counter to the pump through one platform.

The move addresses a fragmented operating environment in the convenience-store industry, where many businesses still use separate systems for fuel and in-store operations. Toast notes that convenience stores account for an estimated 80% of fuel purchased by U.S. consumers, while these locations increasingly add quick-service restaurant features such as made-to-order food, digital ordering and loyalty programs.

Toast Fuel combines pump management with capabilities such as EMV payments, fleet-card acceptance, cash and credit pricing, and offline transaction support. Operators can also use Toast’s existing restaurant technology, including kitchen display systems, digital menus, online ordering, delivery, drive-thru tools and handheld devices, creating a more integrated experience across fuel, retail and foodservice.

The platform also extends Toast’s AI and customer-engagement tools into the convenience-store market. Toast IQ can analyze an operator’s fuel, retail and foodservice data, while Toast IQ Grow, loyalty programs, gift cards and marketing tools can help operators encourage customers who stop for fuel to make additional in-store purchases and return more frequently.

Final Outlook on TOSTFor Toast, the launch could broaden its addressable market and deepen its role in local commerce by adding fuel transactions to its existing restaurant and retail ecosystem. Initially available to unbranded, independent U.S. fuel and convenience operators, Toast Fuel allows the company to capture more payment volume and software usage per location while strengthening its push into multi-purpose retail environments.

However, a key concern for Toast is that its growth initiatives require continued investment in product development, sales and market expansion, which could weigh on margins in the near term. At the same time, intense competition in restaurant and retail technology may pressure pricing and customer acquisition costs.

Over the past six months, shares of this Zacks Rank #3 (Hold) company have gained 14.9%, underperforming the industry's growth of 30.2%.

Image Source: Zacks Investment Research

Stocks to ConsiderSome better-ranked stocks from the internet-software sector are BILL Holdings, Inc. (BILL - Free Report) and Arista Networks (ANET - Free Report) , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks Rank #1 stocks here.

The Zacks Consensus Estimate for BILL’s 2027 earnings per share (EPS) has moved northward by a cent to $3.69 over the past month.

The consensus estimate for ANET’s 2026 EPS has moved up 11% to $4.04 over the past two months.

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

SummaryON Semiconductor is executing a successful turnaround, driven by its Fab Right strategy and AI-driven demand tailwinds.AI data center and SiC products are structural growth engines, with management expecting AI data center revenue to more than double by 2026.ON is undervalued versus peers, with a FWD PEG of 0.68x and leading FCF margins, while cost savings and higher utilization drive margin expansion.I reiterate a BUY rating, citing structural growth, margin expansion, and undervaluation, while noting risks from China exposure and input cost pressures. JHVEPhoto/iStock Editorial via Getty Images

Investment Thesis Since my last article about ON Semiconductor Corp. (ON), or onsemi, the stock is up almost 45%. The market is convinced that ON could represent a successful turnaround story, based on its Fab

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ON over 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.

Why Conagra’s Dividend Cut Could Be the Best Thing for InvestorsConagra Brands NYSE: CAG executives said the company’s fiscal 2027 outlook remains unchanged following a first-quarter earnings beat, while emphasizing that transportation inflation, the rollout of pricing actions and investments in advertising will shape results in coming quarters.

During the company’s first-quarter fiscal 2027 question-and-answer call, CEO John Brase said pricing actions discussed during the prior quarter were only beginning to reach the market. He said results so far were in line with Conagra’s planning assumptions.

Get Conagra Brands alerts:

Tomato Prices Are Spiking, and These 2 Food Stocks Could Feel the SqueezeThe company expects organic net sales to decline 2% in its fiscal second quarter. Chief Financial Officer Dave Marberger said that outlook incorporates the timing of Thanksgiving, which falls in the second quarter this year rather than the third quarter. As a result, Conagra may ship below consumption for certain seasonal items during the quarter.

Brase said Conagra has maintained what he described as a prudent stance on price elasticity assumptions. The company is modeling elasticity of more than two-to-one in its Refrigerated & Frozen segment and more than one-to-one in Grocery & Snacks. Conagra has not assumed that competitors will follow its pricing actions, though Brase said followership could create upside to those assumptions.

Inflation shifts toward transportation Conagra Stock Yields Nearly 9% After a 60% Decline—Time to Buy?Marberger said Conagra continues to forecast fiscal-year inflation of 5% to 6%, now toward the high end of that range. Favorable protein costs helped the company in the first quarter, but that benefit has been more than offset by transportation inflation running at roughly twice the company’s original planning assumption.

He attributed transportation pressure to a driver shortage and higher oil prices. Conagra expects inflation in the second and third quarters to be higher than in the first quarter, before easing in the fourth quarter relative to the third quarter.

Marberger said the company is still experiencing elevated costs for several inputs, including edible oils, corrugated materials and aluminum. However, he said Conagra could begin lapping many of those higher-cost categories in fiscal 2028.

For the second quarter, Conagra expects operating margin in the high single digits, compared with 11.5% in the first quarter. Marberger cited three primary factors behind the expected decline:

Higher inflation in the second quarter versus the first quarter. The reversal of first-quarter SG&A favorability, including both a one-time benefit and expenses that were deferred into the second quarter. Higher advertising and promotional spending, with A&P expected to reach 3% of net sales versus 2.3% in the first quarter. He added that higher inflation would have some effect on gross margin, though the company maintained its full-year operating-margin outlook and continues to expect gross margin to be relatively flat from the prior year.

Marketing investment targets key categories Brase said Conagra is increasing spending behind brand building after concluding it had not consistently invested at levels needed to build consumer awareness and affinity. The company is focusing incremental marketing investment on single-serve meals, meat snacks and popcorn.

He said the company is working to make its marketing more targeted and effective, and has seen early improvements in reach and engagement. Brase described the effort as part of a “new modern marketing machine” that Conagra is building internally.

In snacks, Brase said Conagra’s sweet treats portfolio performed strongly in the first quarter, supported by Snack Pack and Swiss Miss. However, the company sees room for improvement in permissible snacking, including meat snacks, popcorn and seeds.

Conagra has significant exposure to meat snacks and seeds in convenience stores, where demand has been pressured by higher gasoline prices, Brase said. He added that the company needs to improve execution and channel participation in the areas where meat-snack growth is occurring. The company plans a significant increase in marketing and innovation for meat snacks and popcorn beginning in the second quarter.

Brase also said Conagra saw some benefit in frozen foods from demand related to Cyclospora concerns, though he characterized the impact as immaterial. He noted that the effect was partly offset by pressure on Wish-Bone salad dressing. Brase said the company sees an opportunity to build further trial and engagement for its Birds Eye frozen vegetable brand.

Simplification efforts could accelerate in fiscal 2028 Conagra is pursuing SKU, format and formulation simplification across its portfolio, according to Brase. The company has created an internal work stream focused on significantly reducing SKU count, with efforts divided between exiting smaller, lower-profit brands and simplifying core product platforms.

Brase cited the company’s exit from Celeste Pizza as an example. The move reduced first-quarter net sales by about 15 basis points but was profit accretive, he said.

The larger opportunity, he said, involves simplifying the company’s core offerings. Conagra has more than 400 single-serve meal SKUs, and Brase said the company believes it can develop a more productive assortment without reducing its commitment to the category, ceding distribution or slowing innovation.

The initiative is intended to improve operational efficiency, procurement scale, organizational focus and shelf velocity. Brase said the company will take a measured approach that accounts for customer reset timing and inventory implications. Most benefits are expected in fiscal 2028, although decisions are being made now.

Debt reduction remains a priority Marberger said Conagra expects to finish fiscal 2027 with leverage of approximately four times, after ending the first quarter at 3.99 times. The company expects seasonal inventory builds to use cash during the first half before cash flow improves in the second half.

Conagra expects to pay down approximately $250 million of debt during the fiscal year and remains focused on reaching its long-term leverage target of three times as quickly as possible, Marberger said. He said improved profitability and the company’s dividend adjustment should support progress in fiscal 2028.

The company is largely insulated from current interest-rate movements because its debt is almost entirely fixed rate, with commercial paper representing its variable-rate exposure. Marberger said Conagra has $500 million and $260 million of notes maturing during the month, and that it issued a $500 million note in July at a 5.4% rate to finance ahead of those maturities.

On consumer demand, Brase described conditions as “muted” and bifurcated by income, but said Conagra has not seen a material shift in overall consumer behavior. He said the company’s portfolio spans value-oriented offerings, including Banquet, as well as more premium brands such as Healthy Choice.

About Conagra Brands (NYSE:CAG)Conagra Brands, Inc is a packaged food company headquartered in Chicago, Illinois. The company develops, produces and markets branded food products sold through grocery stores, mass merchandisers, club stores, convenience stores, foodservice operators and e-commerce channels.

Its portfolio includes frozen, refrigerated, grocery and snack products. Well-known brands include Birds Eye, Healthy Choice, Marie Callender's, Banquet, Duncan Hines, Reddi-wip, Slim Jim, Hunt's, Chef Boyardee, Orville Redenbacher's, Vlasic, PAM and Angie's BOOMCHICKAPOP.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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

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Shares of AST SpaceMobile Inc. (NASDAQ:ASTS) are trading higher Wednesday morning as investors continue to digest a newly adopted executive change-of-control severance policy alongside sector momentum from a recent SpaceX launch and ongoing constellation expansion.

Here’s what investors need to know.

AST SpaceMobile shares are trending higher. Why are ASTS shares climbing? Satellite Deployment and Constellation ExpansionThe governance update follows operational progress across AST SpaceMobile’s low Earth orbit constellation. On September 11, the company applied to extend its 30-day Federal Communications Commission testing window following the successful August 5 launch of its BlueBird 11, 12 and 13 satellites aboard a SpaceX Falcon 9 rocket.

The deployment expanded AST SpaceMobile’s active orbital fleet to 13 satellites, keeping the firm on track to initiate beta direct-to-device cellular services across the United States by late 2026.

Telecom Backing and Defense ContractsLate Tuesday, management at partner AT&T publicly defended the carrier-integrated model, questioning competitor SpaceX’s direct-to-consumer wireless strategy. AST SpaceMobile utilizes a “partner-first” business model, integrating directly with existing carrier networks.

The company currently holds commercial agreements with over 60 mobile network operators, including AT&T, Verizon and Vodafone, representing a collective base of more than 3 billion subscribers.

Beyond commercial telecom, AST SpaceMobile is actively diversifying its revenue base through government channels. The company recently reported a contracted revenue backlog of approximately $1.3 billion, which includes expanding engagements with the U.S. Space Development Agency.

Change-of-Control Executive Severance PolicyAccording to a recent regulatory filing, AST SpaceMobile’s Compensation Committee adopted a new Senior Management Change of Control Severance Policy on Sept. 25, establishing standardized takeover protections for key executives. The policy covers the Chief Executive Officer, President and all Executive and Senior Vice Presidents in the event of a qualifying termination within 12 months following a change of control (or 180 days prior).

Under the terms, a qualifying termination would grant the CEO a lump-sum cash payout equal to 2.0 times the sum of base salary and target bonus, plus 24 months of health coverage subsidies. Other eligible executives would receive 1.5 times their salary and bonus sum alongside 18 months of health benefits.

ASTS Stock Edges Higher WednesdayASTS Price Action: AST SpaceMobile shares were trading 4.92% higher at $62.32 at the time of publication on Wednesday, according to Benzinga Pro data.

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BEAVERTON, Ore.--(BUSINESS WIRE)--Digimarc Corporation (NASDAQ: DMRC), a leading provider in digital identity and authentication solutions, today announced that it has entered into purchase agreements to sell common shares in a registered direct offering led by an existing Digimarc investor.

Needham & Company acted as sole placement agent in the registered direct offering.

The gross proceeds to Digimarc from the offering are expected to be approximately $18.2 million. The offering is expected to close on or about September 30, 2026, subject to the satisfaction of customary closing conditions. Digimarc intends to use the net proceeds from the offering for general corporate purposes.

The shares described above are being offered by Digimarc pursuant to a registration statement on Form S-3 previously filed with and subsequently declared effective by the Securities and Exchange Commission ("SEC") on July 13, 2026. The offering of the securities is being made only by means of a base prospectus and prospectus supplement that forms a part of the effective registration statement. The prospectus supplement and accompanying base prospectus relating to the offering will be filed with the SEC and will be available on the SEC's website at sec.gov.

"The response to this offering came largely from an existing shareholder who already knows this company well, and chose to increase their position meaningfully. It reflects a shared view of where the market for verifiable digital authentication is heading and of Digimarc's leadership in it. We intend to put this capital to work with discipline against the priorities we have previously laid out" as noted by Paul Carreiro, President & CEO of Digimarc.

This press release shall not constitute an offer to sell or a solicitation of an offer to buy any of the securities described herein, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

About Digimarc

Digimarc (NASDAQ: DMRC) is building the trust layer for the modern world. As AI accelerates how we produce, share, and interact with the world, the risks of fraud, counterfeiting, and misinformation are growing exponentially. Our innovative, highly scalable, and ultra-secure solutions make it possible for consumers, businesses, and intelligent systems to instantly verify what’s real, protect what matters, and transact with confidence. Digimarc’s solutions for loss prevention, authentication, and digital are built to counter the speed and sophistication of today’s AI-enabled threats. Trusted by the world’s central banks to deter the counterfeiting of global currency, we exist to protect truth in every interaction, spanning both the physical and digital worlds.

Forward-looking Statements

With the exception of historical and factual information contained in this release, the matters described in this release contain various "forward-looking statements." These forward-looking statements include statements and any related inferences regarding expectations with respect to the registered direct offering, including the completion and timing of the offering, the satisfaction of customary closing conditions related to the offering, and the expected use of any proceeds therefrom, and other statements identified by terminology such as "will," "should," "expects," "estimates," "predicts," "continue" and “intend” or other derivations of these or other comparable terms. These forward-looking statements are statements of management's opinion and are subject to various assumptions, risks, uncertainties and changes in circumstances. Actual results may vary materially from those expressed or implied from the statements in this release as a result of changes in economic, business and/or regulatory factors. More detailed information about risk factors that may affect actual results is set forth in Digimarc's Form 10-K for the year ended December 31, 2025, its Quarterly Reports on Form 10-Q, and in subsequent periodic reports filed with the SEC. Readers are cautioned not to place undue reliance on these forward-looking statements, which reflect management's opinions only as of the date of this release. Except as required by law, Digimarc undertakes no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances that may arise after the date of this release.

Cognition measured up to 4.8 times more token throughput than on the prior generation Summary

CoreWeave brought Nvidia's Vera Rubin NVL72 into production with Cognition and launched Forge, a software layer for building AI models and agents.

CoreWeave CRWV unveiled a batch of products and customer wins at its Fully Connected conference, led by the availability of Nvidia's NVDA Vera Rubin NVL72 systems, with coding-agent developer Cognition the first customer anywhere running production workloads on them. CoreWeave shares rose 2.49% at the open.

Cognition, which stood up its Vera Rubin cluster in early September, measured up to 4.8 times more total token throughput on its inference workloads than on a GB200 NVL72 baseline, and a 3.8-fold gain in output throughput for reinforcement learning, according to its own benchmarks. CoreWeave also said it will offer Nvidia's Vera CPU, designed for AI agents, with a single rack holding 128 CPUs and room for more than 11,000 concurrent agent environments.

On the software side, CoreWeave launched Forge, a development layer that ties training, inference, evaluation and agent tools into one environment, offered in Free, Pro and Enterprise editions, with MasterClass and Canva among its early users. It also signed healthcare provider
Ennoble Care, which serves about 50,000 Medicare patients across 15 states, as an inference customer, and launched a partner network that includes CrowdStrike CRWD and VAST Data. None of the announcements included financial terms.

Disclosures I am/we currently own positions in the stocks mentioned, and have NO plans to sell some or all of the positions in the stocks mentioned over the next 72 hours.

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Astera Labs (ALAB)

Buy ALAB. The chart is set up for a breakout: double-bottom at ~$252, trading back above the neckline (~$358), bullish pennant, and above Supertrend. Fundamentals back it: Q2 revenue +104% YoY, gross margin 73.3%, and strong forward estimates (revenue ~$550M; EPS ~$1.19 this quarter). If AI infrastructure spending stays hot, ALAB’s connectivity and its upcoming Leo/fabric-attached memory tier should keep demand accelerating, supporting a move toward ~$501 (+40%).

Key Risk: A market-wide AI selloff or guidance disappointment that makes investors refuse to pay extreme multiples (forward P/E ~87), crushing the breakout despite good numbers.

AI Infrastructure Supply Chain (Corning)

Buy Corning (GLW). ALAB’s strength signals continued capex momentum for AI servers/racks; Corning is a direct beneficiary of the fiber/optics buildout that scales with data-center growth. If ALAB breaks out, the whole “AI infrastructure winners” basket tends to re-rate together, pulling GLW higher even if its own chart isn’t the headline.

Key Risk: A slowdown in data-center buildouts or a shift away from fiber/optics spend that reduces demand growth, causing GLW to lag even while ALAB rallies.

Astera Labs stock has held steady in the past few days, moving from a low of $251.97 on September 15 to the current $358. This price action has coincided with that of other companies in the artificial intelligence (AI) industry, like Corning, Lumentum, and Coherent. So, will the stock continue rising in the near term?

Technicals suggest that the ALAB stock will rebound in the coming weeks or months. It formed a double-bottom pattern at $251.97, its lowest level in July and September this year. It is now trading at the neckline at $358, its highest level on August 4 this year.

The stock is now trading slightly above the 38.2% Fibonacci Retracement level. It is also forming a bullish pennant pattern, which often leads to a continuation. It has also jumped above the Supertrend indicator. 

Therefore, the stock will likely have a strong bullish breakout, with the next target the psychological level of $501, its highest level in June this year, and 40% above its current level. This target is in line with what analysts at RBC expect. 

ALAB stock chart | Source: TradingView

Astera Labs is a top company in the artificial intelligence industry, where it creates connectivity solutions that link GPUs, CPUs, memory, storage, and networking equipment inside AI servers and racks. 

The company’s business is doing well, helped by the ongoing data center buildup in the United States and other countries. Gartner estimates that AI infrastructure spending will be between $2.59 trillion and $2.67 trillion this year, up by 49% from a year earlier. 

This growth is expected to jump in the coming years. Jamie Dimon, the CEO of JPMorgan, predicts that AI spending will hit $1 trillion next year. Other analysts from companies like PwC and Deloitte have all boosted their outlook for AI spending. 

If this view is correct, it means that the company stands to benefit because of its role in the AI industry. This is especially important for Astera Labs as it prepares to launch and commercialize Leo, which creates a dedicated, fabric-attached memory tier connected more directly to GPUs through its Scorpio switches. 

The last results showed that Astera Labs’ revenue jumped by 104% YoY in the second quarter to $392 million. Its gross margin rose to 73.3%, while its operating profit margin rose to 22.7%. 

Analysts expect the growth to continue, with revenue expected to jump by 138% to $550 million. Its earnings per share are expected to jump from 50 cents last year to $1.19 in this quarter. 

Astera Labs’s annual revenue is expected to jump to $1.91 billion this year from $852 million last year. It will then jump to over $2.97 billion next year. 

This revenue growth may help to justify its valuation, which has become highly elevated in the past few months. The company has a forward price-to-earnings ratio of 87, higher than the sector median of 23. Its forward PEG ratio of 1.66 is also higher than the sector median of 1.25. 

 | Source: The Elmet Group

Contract covers high-performance alloys and precision wire used in the production of jet engine components

Award is in addition to the $2 billion DLA tungsten stockpile contract announced September 14, 2026

Further strengthens Elmet’s role as a domestic supplier of critical materials to domestic ADG markets

LEWISTON, Maine, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Elmet Technologies, a wholly owned subsidiary of The Elmet Group Co. (NASDAQ: ELMT) ("ELMT" or the "Company"), today announced it has been awarded a contract valued at approximately $36 million by the Defense Logistics Agency ("DLA") to supply high-performance molybdenum and tungsten alloys and precision wire to the U.S. National Defense Stockpile. These materials are used in the production of jet engine components and other demanding aerospace applications. The award is separate from the $2 billion DLA contract announced on September 14, 2026.

Molybdenum and tungsten, known as refractory metals, withstand temperatures that would melt most other metals, which makes them essential to jet engines and other high-performance defense systems. Global supply of these metals has historically been concentrated outside the United States, which makes a reliable domestic source a national priority.

Under the contract, Elmet Technologies will supply DLA Strategic Materials, the agency responsible for managing the National Defense Stockpile, with titanium-zirconium-molybdenum ("TZM") alloy billets, bar stock, and ingots, as well as specialized molybdenum and tungsten wire.

TZM is a molybdenum alloy strengthened with small additions of titanium and zirconium. It retains its strength at higher temperatures than pure molybdenum, making it well suited to aerospace and defense applications where materials must perform under extreme heat and stress.

"This award reflects the depth of Elmet Technologies' capabilities in molybdenum and tungsten, from specialty alloy billets and bar to precision ultra-fine wire with advanced properties," said Derek Fox, President of the Critical Materials Components Division of The Elmet Group. "Refractory metals are foundational to aerospace manufacturing and the production of jet engine components. As a vertically integrated U.S. manufacturer, we believe this contract further demonstrates our role as a trusted domestic source of critical materials and precision-engineered components."

The award draws on Elmet Technologies' metallurgical engineering capabilities in tungsten and molybdenum, from powder through finished mill products and components, which have supported customers in aerospace, defense, and other critical industries for nearly a century. Capabilities reflected in the contract include:

Precision refractory metal wire. Specialized wire produced from molybdenum, tungsten, and related alloys, including potassium-doped grades, manufactured to tight dimensional, electrical, and mechanical specifications.High-strength TZM billets. Large-format TZM billets produced by both press-and-sinter and arc-cast processes.High-performance refractory alloy bar. Extruded bar produced by both arc-cast and press-and-sinter processes for high strength at extreme temperatures.Arc-cast refractory alloy ingots. Produced by arc-cast melting under controlled conditions, providing dense, high-purity feedstock for further forming. Collectively, these products reflect Elmet Technologies’ ability to produce refractory metal materials across multiple forms and processes, from large-format alloy billets to precision ultra-fine wire.

Building on Recent Momentum with the DLA and Department of War

On September 14, 2026, The Elmet Group announced a $450 million committed investment from the United States Department of War. At the same time, it announced that Elmet Technologies had been awarded an indefinite delivery/indefinite quantity ("IDIQ") contract by the DLA to support the rebuilding of the National Defense Stockpile. That contract has a ceiling value of $2 billion, including a guaranteed funded commitment of $150 million, and covers the supply of tungsten concentrates and sodium tungstate to the National Defense Stockpile.

Building on recent announcements focused on the Company’s efforts to secure upstream tungsten supply through mining, offtake, and refining relationships, this award demonstrates the downstream value of that supply that can be realized in the form of finished, high-value refractory metal products manufactured in the United States. Together, these developments advance ELMT's objective of establishing an integrated critical materials supply chain from ore to finished component.

About Elmet Technologies
Elmet Technologies is the only U.S.-owned and operated, vertically integrated tungsten and molybdenum manufacturer. Since 1929, the company has been proudly serving its customers and applications in aerospace, defense, government, industrial, medical, semiconductor, electronics, and energy. With nearly 400 employees across three facilities, totaling over 500,000 square feet in Maine, Ohio, and Michigan, it is now one of the largest U.S.-owned producers of tungsten and molybdenum materials and products, fabricating materials to its global customers’ most exacting specifications. Elmet Technologies is ISO9001, AS9100, and ITAR registered.

About The Elmet Group
The Elmet Group is a U.S.-based provider of critical materials, precision-engineered components, and advanced high-energy systems for the Aerospace, Defense and Government, Industrial, Medical, Semiconductor and Electronics, and Energy industries. The Company operates through three divisions: Critical Materials Components (CMC), Engineered Microwave Products (EMP), and Elmet Refining & Trading (ERT), leveraging materials science and precision engineering expertise to deliver high-performance solutions. The Elmet Group is dedicated to strengthening domestic manufacturing capabilities to support the U.S. and its Allies’ needs in both critical materials and advanced high-power microwave systems.

Media Contact
[email protected]

Investor Contact
Tom Colton and Greg Bradbury
Gateway Group, Inc.
[email protected]
949-574-3860

Forward-looking statements disclaimer
The information in this press release includes forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. These statements generally relate to future events or our future financial or operating performance and include statements regarding (i) the $36 million contract awarded to ELMT by the DLA for the supply of high-performance molybdenum and tungsten alloys and precision wire, (ii) the ability of ELMT to strengthen its position as a domestic supplier of critical materials to ADG and other markets; (iii) the ability of ELMT to become a vertically integrated, U.S.-based provider of critical materials with capabilities and access throughout the full Tungsten supply chain across key geographies around the world; (iv) the ability of ELMT to successfully supply critical materials under its contracts with the DLA; (v) the ability of ELMT to realize downstream value from its efforts to secure a domestic critical materials supply chain; and (vi) ELMT’s future performance, expected outcomes and strategic initiatives.

When used in this press release, words such as “expect,” “project,” “estimate,” “believe,” “anticipate,” “intend,” “plan,” “seek,” “forecast,” “target,” “predict,” “may,” “should,” “would,” “could,” and “will,” the negative of these terms and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Forward-looking statements are based on management’s current expectations and assumptions, and are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict. As a result, actual results could differ materially from those indicated in these forward-looking statements. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements in ELMT’s Registration Statement on Form S-1, as amended (File No. 333-294725) and subsequent filings ELMT makes with the Securities and Exchange Commission. ELMT undertakes no obligation and does not intend to update these forward-looking statements to reflect events or circumstances occurring after this press release. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release.

Proficio Capital Partners LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 83.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 95,828 shares of the e-commerce giant’s stock after purchasing an additional 43,547 shares during the quarter. Amazon.com makes up 0.8% of Proficio Capital Partners LLC’s investment portfolio, making the stock its 29th largest position. Proficio Capital Partners LLC’s holdings in Amazon.com were worth $22,840,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the company. Bank of America Corp DE bought a new position in Amazon.com during the second quarter valued at approximately $22,218,775,000. Bank of New York Mellon Corp purchased a new stake in shares of Amazon.com during the second quarter valued at approximately $16,341,405,000. Invesco Ltd. grew its holdings in shares of Amazon.com by 3.3% in the fourth quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock worth $13,757,993,000 after purchasing an additional 1,879,630 shares during the last quarter. Legal & General Group Plc bought a new position in shares of Amazon.com in the second quarter worth approximately $12,831,376,000. Finally, Amundi increased its stake in shares of Amazon.com by 14.1% in the first quarter. Amundi now owns 61,400,503 shares of the e-commerce giant’s stock worth $12,787,883,000 after buying an additional 7,590,952 shares during the period. 72.20% of the stock is owned by institutional investors.

Amazon.com Stock Up 0.2% AMZN opened at $246.67 on Wednesday. The firm has a 50 day moving average price of $256.29 and a 200-day moving average price of $247.66. The stock has a market capitalization of $2.66 trillion, a price-to-earnings ratio of 19.84, a PEG ratio of 1.91 and a beta of 1.44. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20.

Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. The business had revenue of $200.61 billion for the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company’s revenue was up 19.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.68 EPS. Equities research analysts forecast that Amazon.com, Inc. will post 8.01 earnings per share for the current year. Key Headlines Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:

Positive Sentiment: AWS and AI remain the main growth catalysts. Amazon’s Bedrock platform is expanding its selection of models, including GPT-6 and Claude, while analysts argue that rising AI workloads could support faster AWS growth and higher margins. Lower model costs may also increase overall cloud consumption. Amazon Stock Slips as Bedrock Expands Model Choice Positive Sentiment: AI infrastructure partnerships are broadening. Australian biotech CSL is working with Amazon Web Services on AI and cloud tools for research and clinical development. Amazon is also building data-center infrastructure and its own satellite network, creating potential long-term growth opportunities beyond retail. Australia’s CSL taps Amazon’s cloud unit Positive Sentiment: Holiday demand expectations are favorable. Adobe projects roughly $10 billion in spending during Amazon’s October Prime Day and forecasts record U.S. holiday e-commerce sales. Strong consumer demand could support fourth-quarter revenue, although aggressive discounts may limit margins. Amazon Has a $10 Billion Holiday Catalyst Coming in October Neutral Sentiment: Amazon is gaining political visibility in AI. Founder Jeff Bezos joined other technology leaders at a White House meeting where President Trump said AI companies should largely self-police. The discussion could influence future regulation, but its direct financial impact remains unclear. Trump says AI leaders have to self-police AI technology Negative Sentiment: Model commoditization is pressuring AWS economics. Cheaper Claude models and more competing providers on Bedrock could reduce revenue per inference call and intensify price competition, even if usage volumes rise. Negative Sentiment: Regulatory and legal risks are increasing. Senate Democrats are seeking details on Amazon’s AI and data-center tax deductions, while a revived U.K. consumer lawsuit alleges that Amazon and Apple restricted competition in Apple-product sales. Amazon Draws Senate Questions Over AI Data Center Tax Deductions Insider Activity at Amazon.com In other Amazon.com news, CEO Matthew S. Garman sold 14,541 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the transaction, the chief executive officer owned 17,794 shares in the company, valued at $4,609,713.64. This trade represents a 44.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the sale, the senior vice president directly owned 41,190 shares of the company’s stock, valued at $10,699,926.30. The trade was a 18.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 70,589 shares of company stock valued at $18,329,015 over the last quarter. 8.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In Several equities research analysts have weighed in on AMZN shares. Piper Sandler reiterated an “overweight” rating and issued a $320.00 price objective (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Royal Bank Of Canada lifted their price target on shares of Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Truist Financial upped their price objective on shares of Amazon.com from $320.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amazon.com in a research report on Monday, August 3rd. Finally, Benchmark increased their target price on Amazon.com from $370.00 to $400.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $321.19.

Get Our Latest Stock Analysis on AMZN

Amazon.com Profile (Free Report)

Amazon.com, Inc is a global technology and commerce company that operates online marketplaces, physical stores, and a broad portfolio of digital and cloud-based services. The company offers consumer products across categories such as electronics, household goods, apparel, groceries, and entertainment, while also providing third-party sellers with tools for listing, selling, and fulfilling orders.

Amazon’s major businesses include Amazon Web Services (AWS), which provides cloud computing, storage, database, analytics, and artificial intelligence services; Prime, a membership program that includes shipping, streaming, and other benefits; and digital entertainment services such as Prime Video, Amazon Music, Kindle, and Audible.

Further Reading Five stocks we like better than Amazon.com CarMax Just Gave Investors a Better Reason to Believe in the Turnaround CoreWeave Comes With Risks: Analysts Split on What Matters Most Bottlenecking the Future: TSMC Prices Out the Competition Fervo Energy Hits Geothermal Milestone: Will It Matter For The Stock?

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SummaryThe Xbox segment is expected to recover post-FY2026 decline via restructuring, exclusive game releases, and the competitive Xbox Helix console launch in 2028.Streamlining unprofitable studios, raising hardware prices, and focusing on high-value exclusive content are expected to improve margins and subscriber growth.Game Pass revenue and upcoming franchise releases are projected to drive Xbox Content and Services growth, offsetting recent hardware and subscriber declines. wellesenterprises/iStock Editorial via Getty Images

By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Khaveen Investments & Nicholas Tan, Investment Research Analyst @ Khaveen Investments

In our previous analysis of Microsoft (MSFT), we expected Microsoft’s Azure growth to

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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.

Covestor Ltd lessened its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 21.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,323 shares of the computer hardware maker’s stock after selling 2,832 shares during the quarter. NVIDIA comprises approximately 1.2% of Covestor Ltd’s portfolio, making the stock its 6th largest position. Covestor Ltd’s holdings in NVIDIA were worth $2,065,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Lifetime Wealth Management P.C. purchased a new stake in NVIDIA in the fourth quarter valued at $26,000. Longview Financial Advisors Inc. purchased a new position in shares of NVIDIA during the 1st quarter worth $27,000. Phillip James Consulting Co. purchased a new position in shares of NVIDIA during the 1st quarter worth $40,000. Frankly Finances LLC acquired a new stake in shares of NVIDIA during the 2nd quarter worth about $60,000. Finally, Lam Group Inc. acquired a new stake in shares of NVIDIA during the 1st quarter worth about $77,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA Stock Down 0.7% Shares of NASDAQ NVDA opened at $227.21 on Wednesday. The stock has a market cap of $5.48 trillion, a P/E ratio of 28.72, a PEG ratio of 1.77 and a beta of 2.22. The business’s fifty day simple moving average is $217.43 and its 200-day simple moving average is $206.62. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $236.54. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The firm had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. During the same period in the previous year, the firm posted $1.05 EPS. NVIDIA’s revenue for the quarter was up 105.9% on a year-over-year basis. As a group, equities analysts predict that NVIDIA Corporation will post 9.25 EPS for the current fiscal year. NVIDIA Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Thursday, September 10th. NVIDIA’s dividend payout ratio (DPR) is presently 12.64%.

NVIDIA announced that its board has initiated a stock buyback program on Monday, September 28th that permits the company to buyback $150.00 billion in shares. This buyback authorization permits the computer hardware maker to repurchase up to 2.8% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its shares are undervalued.

Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA’s decision to authorize an additional $150 billion in share repurchases, bringing total remaining authorization to approximately $235 billion through fiscal 2028, signals management’s confidence in future cash flow and could support earnings per share through a lower share count. Nvidia adds $150 billion to existing share repurchase plan Positive Sentiment: The company launched its Open Agent Safety Platform, including tools to control, monitor and isolate AI agents. Investors may see the initiative as a new software and inference-infrastructure opportunity rather than a constraint on AI spending. NVIDIA launches Open Agent Safety Platform Positive Sentiment: Demand indicators remain strong. SpaceX is reportedly purchasing more NVIDIA GPUs, Uniserve signed a five-year agreement involving NVIDIA B300 servers, and potential Chinese purchases of RTX PRO 5500 processors could expand the company’s addressable market if approved. SpaceX orders more Nvidia chips Neutral Sentiment: Analyst optimism persists, including Rosenblatt’s reiterated Buy rating and $390 price target. Commentary also highlights accelerating TSMC 2-nanometer capacity and continued hyperscaler capital spending as longer-term support for NVIDIA’s growth. TSMC prices out the competition Negative Sentiment: Near-term trading was pressured by rising bond yields and macroeconomic uncertainty, while NVIDIA’s shares consolidated below their recent high after Monday’s buyback-driven advance. Negative Sentiment: Investors are monitoring higher memory costs and supply-chain bottlenecks that could compress gross margins even as AI revenue grows. A Netlist complaint seeking to restrict imports of Micron memory used in NVIDIA-related AI systems adds a further legal and supply risk. Netlist seeks U.S. import ban on Micron chips Negative Sentiment: NVIDIA is also exploring insurance structures for chip-backed loans to smaller “neocloud” customers. The effort could broaden demand, but it highlights concerns about financing risk and the ability of emerging customers to support massive AI infrastructure investments. Nvidia turns to insurers to spread risk of AI build-out Wall Street Analysts Forecast Growth NVDA has been the topic of several research analyst reports. KeyCorp restated an “overweight” rating and issued a $330.00 price objective on shares of NVIDIA in a report on Monday, August 24th. Morgan Stanley set a $300.00 price target on shares of NVIDIA and gave the company an “overweight” rating in a research report on Thursday, August 27th. Phillip Securities boosted their price target on shares of NVIDIA from $285.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, August 31st. China Renaissance boosted their price target on shares of NVIDIA from $319.00 to $330.00 and gave the company a “buy” rating in a research note on Monday, August 31st. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $315.00 price objective on shares of NVIDIA in a report on Tuesday, August 11th. Four analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $324.14.

Read Our Latest Stock Analysis on NVDA

Insider Transactions at NVIDIA In related news, CFO Colette Kress sold 34,918 shares of NVIDIA stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total value of $7,648,787.90. Following the completion of the transaction, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. The trade was a 4.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the business’s stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. This trade represents a 21.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,766,118 shares of company stock valued at $399,450,353. 3.94% of the stock is currently owned by corporate insiders.

NVIDIA Company Profile (Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

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Brossard, Québec - TheNewswire - September 30, 2026 — Windfall Geotek Inc. (CSE: WIN; OTCQB: WINKF) ("Windfall" or the "Company"), a leader in the application of Artificial Intelligence (AI) and machine learning for mineral discovery since 2005, is pleased to announce the renewal of its claims on 592 hectares successful modeling and extraction of the geophysical "digital signature"

The AI zinc targets staked by Windfall Geotek was generated by an AI Model with a higher level of similarity using only the zinc-copper assays characterizing seven (7) VMS Deposits located southeast of Bathurst Mining Camp (BMC), either Brunswick Nr.12, Brunswick Nr.6, Key Anacon, Captain, Captain North Extension, Heath Steele and Stratmat Main.

The VMS-1 Upper Sprig Brook property was staked in September 2025 for its VMS (An-Cu-AgAu) potential based on AI Targeting Study of Bathurst Mining Camp in 2025. It is located approximately 14 km east-south-east from the VMS Heath Steele Mines and 6 km south from the VMS Captain Deposit, in New Brunswick. The property is readily accessible via the Highway 430 and through secondary logging roads which branch off the Highway 430.      

Figure 1

Technical Summary & Methodology

Windfall Geotek used a set of 694 variables built from 1995 Multiparameter (magnetic, radiometric, electromagnetic) Survey and the 2004 MEGATEM Survey, and gridded to a 50m cell size (model resolution) was used over the regional modeling surface area which corresponds to 1 363 428 data points (pixels). A total of 26 887 zinc and copper assays were used as learning data. These training data originated from different sources: (1) Government of New-Brunswick Energy & Mines department drill hole database; (2) Votorantim Metals Canada; (3) Data CD in Goodfellow et al., 2003 Massive Sulfide Deposits of the Bathurst Mining Camp, New-Brunswick, and Northern Maine: Economic Geology Monograph 11, 930 p; and (4) Windfall Geotek Compilation in the Hafmile, Chester and Captain deposits).

Read the work summary:

GEOLOGY & EXPLORATION ACTIVITIES The VMS-1 Upper Sprig Brook property is principally underlain by rocks of the Tetagouche Group that includes felsic volcanics of the Nepisiquit Falls Formation and Flat Landing Brook Formation in fault contact with the mafic volcanics of the Boucher Brook Formation.

Exploration activities have taken place on the VMS-1 Upper Sprig Brook property and its vicinity since the 1953 (Figure 2). A total of 37 holes has been drilled from 1953 to 2005 to test MEGATEM II Time Domain Airborne Electromagnetic (EM) anomalies. Most of the holes were target on EM anomalies with conductors explained by graphitic sediments and on stratigraphic purpose. However, some mineralized zones characterized by minor chalcopyrite and few pyritic and /or quartz shists showing negligible gold are reported by few drillholes.

Figure 2.

Best drill results to date include:

 • Hole B-3 (1953): 9.2% Zn, 0.44% Cu and 170 g/t Ag (2)

• Hole B-23 (1953): 4.8% Zn, 0.47 % Cu and 100 g/t Ag (2)

• Hole A72-5 (1972): 0.2 % Zn, 0.6% Cu and 4 g/t Ag (2)

• Hole SB-05-03 (2005): 0.27% Cu and 0.21% Cu over 0.4m (1)

1-New Brunswick Department of Natural Resources and Energy, Assessment Report 476207;  

2-2- Goodfellow, W.D., McCutcheon, S.R., Peter, J.M., 2003, Massive Sulfide Deposits of the Bathurst Mining Camp, New-Brunswick, and Northern Maine: Economic Geology Monograph 11, 930 p.  

3-A strong compilation of historic data followed by terrain campaign (rock or soil sampling) will plan by Windfall Geotek for the near future. 

Management Commentary

Michel Fontaine, President and CEO of Windfall Geotek, commented: “Windfall Geotek’s AI System continues to demonstrate the power of Digital Exploration by using a proven, data‑driven approach to focus exploration on smaller, higher‑priority areas. By narrowing the footprint before major field spending, our technology makes exploration more targeted, efficient, and cost‑effective.

The Bathurst project marks an important evolution in our business model—from generating AI/ML targets for clients to selectively participating in the exploration and potential value creation of targets produced by our own technology. After 41 client discoveries, it is time to showcase the full strength of our AI System and operate as a hybrid company, combining services with direct AI‑driven Digital Exploration.

We look forward to advancing these high‑priority VMS targets through the next phases of work, with the goal of validating and ultimately drill‑testing the strongest targets. This is what Digital Exploration should deliver: better targeting, disciplined capital deployment, and direct participation in the value unlocked by our AI.”

Technical Details

The technical information presented in this news release has been reviewed and approved by Grigor Heba, Chief Geologist of Windfall Geotek and a "qualified person" (QP) as defined by National Instrument 43-101.

About Windfall Geotek – AI-Powered Discovery Since 2005

Windfall Geotek is a global leader in AI-driven mineral exploration, turning complex geoscience data into high-potential discoveries with unmatched speed and accuracy. With a multidisciplinary team of geophysicists, geologists, and AI specialists, Windfall is validating selected AI-generated targets to demonstrate the reliability of its system. Beyond mining, the Company is expanding its expertise into life-saving applications, including landmine and UXO detection.

  For further information, please contact:

Michel Fontaine 514-994-5843

Chairman, President and CEO of Windfall Geotek

Email: [email protected]

Website: www.windfallgeotek.com

  Additional information about the Company is available under Windfall Geotek’s profile on SEDAR at www.sedar.com. Neither the TSX Venture Exchange nor does its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accept responsibility for the adequacy or accuracy of this release.

CAUTIONARY NOTE REGARDING FORWARD-LOOKING INFORMATION: This news release contains forward-looking information, which relate to future events or future performance and reflect management’s current expectations and assumptions. The information in this news release about changes to management and expectations in this regard; and any other information herein that is not a historical fact may be forward-looking information. Such forward-looking information reflect management’s current beliefs and are based on assumptions made by and using information currently available to the Company. Such factors include, but are not limited to, achievements of new management varying significantly from expectations; capital and operating costs varying significantly from estimates; delays in obtaining or failures to obtain required governmental, environmental or other project approvals; uncertainties relating to the availability and costs of financing needed in the future; changes in equity markets; inflation; fluctuations in commodity prices; delays in the development of projects; and those risks set out in the Company’s public documents filed on SEDAR (www.sedar.com) under Windfall Geotek’s issuer profile. Investors are cautioned that these forward-looking statements are neither promises nor guarantees, and they are subject to risks and uncertainties that may cause future results to differ materially from those expected. These forward-looking statements are made as of the date hereof and, except as required under applicable securities legislation, the Company does not assume any obligation to update or revise them to reflect new events or circumstances.

  

Hewlett Packard Enterprise (HPE.N) on Wednesday raised its long-term revenue growth forecast for its networking business, driven by the AI boom and ​announced a $1.2 billion order to provide AMD server racks ‌to cloud firm Vultr.

Shares of HPE rose nearly 6% in premarket trading, as the company hosted its networking investor day.

Here are some details:

The company now expects ​networking segment revenue to grow at a compound annual growth ​rate in the high teens from fiscal 2026 to fiscal ⁠2029, up from its previous forecast of 5% to 7% ​annual growth from fiscal 2025 through fiscal 2028.

HPE, which competes with Dell (DELL.N) ​and Super Micro Computer (SMCI.O), is benefiting as customers increasingly buy its servers and networking products to power AI applications such as ChatGPT.

The company's networking unit, which ​expanded after the acquisition of Juniper Networks last year, mainly consists of ​products and services that connect servers, data centers and other devices to networks and ‌software ⁠applications.

The company lifted its target for cost savings related to its Juniper Networks buyout to $800 million in annual run-rate by the end of fiscal 2028, up from its earlier target of at least $600 million.

HPE ​said it will ​provide AMD Helios ⁠AI racks, equipped with AI chips and HPE's networking switches and software, to Vultr's US data centers.

The ​company also raised its fiscal 2027 networking segment ​revenue growth ⁠forecast to the high teens to low 20s percentage range, up from a previous forecast of 14% to 17%.

"AI is reshaping the technology stack, ⁠making ​the network more strategic and driving significant ​new demand from enterprises and service providers," HPE's networking unit head Rami Rahim said ​in a statement.

Merck (MRK.N) said on Wednesday its experimental drug significantly reduced ​inflammatory skin lesions in patients with a chronic skin disease, meeting the ‌main goal of a mid-stage study.

The results bolster Merck's push into immunology and could position the drug, tulisokibart, as a potential new treatment option for ​hidradenitis suppurativa, also known as acne inversa, which causes small, ​painful lumps to form under the skin.

In the study, ⁠72% of patients who received the highest dose of tulisokibart achieved at ​least a 50% reduction in inflammatory skin lesions after 16 weeks, ​compared with 35% of patients on placebo.

RBC Capital analysts had expected about 52% to 58% of patients to achieve at least a 50% reduction in inflammatory ​skin lesions.

About 41% of patients receiving the highest dose of the ​drug also achieved a tougher measure requiring at least a 75% reduction in ‌lesions, ⁠compared with 15% on placebo, Merck said.

The company added that safety was comparable between treatment and placebo groups.

Merck acquired tulisokibart through its $10.8 billion purchase of Prometheus Biosciences in 2023.

Tulisokibart, which succeeded in a late-stage ​chronic bowel disease study ​in June, ⁠is among the drugs Merck is counting on to help offset the eventual loss of exclusivity on ​Keytruda, its blockbuster cancer immunotherapy, later this decade.

RBC ​Capital analysts ⁠project the market for hidradenitis suppurativa treatments to exceed $10 billion by 2035.

Biologic medicines are currently used by a small proportion of patients and ⁠treatment ​rates are expected to increase as new ​therapies become available, the analysts said.

Currently approved treatments for the condition include AbbVie's (ABBV.N) Humira ​and Novartis' (NOVN.S) Cosentyx.

News Highlights:

Strategic engagement to accelerate the engineering of Amazon custom chips and AWS infrastructure using Synopsys' silicon IP and AI-powered engineering software solutions Multi-year, $1B+ agreement marks the expansion of Synopsys' silicon IP business to serve increasing demand for application-optimized IP while evolving to a license-plus-royalty business model that aims to deliver value to both companies as production volumes grow Synopsys to accelerate product development using AWS services and partner to optimize Synopsys' software on Trainium and Graviton Synopsys engineering will also adopt Amazon Elastic Compute Cloud (Amazon EC2) and Amazon Bedrock to accelerate its product development. , /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) today announced a strategic agreement with Amazon to accelerate Amazon's custom silicon innovation and advance the development of increasingly complex AI-powered products and cloud infrastructure. The multi-year agreement marks the expansion of Synopsys' silicon IP business to serve increasing demand for application-optimized IP with Amazon as its lead customer.

Synopsys and Amazon Announce Strategic, Multi-year IP Agreement for Custom Silicon; Collaboration Also Extends to Cloud and AI-Powered Engineering Amazon continues to build on its leadership and longstanding investment in a broad portfolio of purpose-built chips, including Nitro for cloud security, network and storage, Graviton for general-purpose computing, and Trainium for AI training and inference workloads. Building on more than 15 years of collaboration, the agreement expands Amazon's use of Synopsys' IP to include application-optimized silicon IP. The agreement also expands Amazon's use of Synopsys EDA, simulation and analysis (S&A), and agentic AI technologies. Synopsys and Amazon will work to accelerate multiphysics solutions on Trainium and Graviton.

In addition, the companies plan to collaborate on applying AI across silicon-to-system engineering workflows. This includes deploying Synopsys' AI-powered EDA, physics-based simulation and agentic AI solutions, as well as developing custom agentic AI capabilities to help Amazon's engineering teams design, analyze, optimize, and validate complex chips and systems more efficiently.

"Amazon has invested in custom silicon for more than a decade, and it has fundamentally changed what's possible for AWS and our customers," said Peter DeSantis, SVP, foundational AI, custom silicon, quantum computing at Amazon. "From Graviton to Trainium, purpose-built chips deliver better performance at lower cost because they're designed for exactly what customers need. As our chip designs grow more ambitious and AI reshapes the engineering process itself, Synopsys helps us move faster across the design cycle, helping us deliver more capable, efficient computing for customers worldwide."  

To accelerate its own IP and EDA tools development, Synopsys is adopting Amazon EC2 and cloud storage services, as well as Amazon Bedrock to build and deploy AI applications and agents to help innovate faster and scale its product offerings.

"Special purpose silicon is at the heart of AWS innovation. As we expand into application-optimized IP solutions, we're proud to have Amazon as our lead customer for this next phase of growth," said Sassine Ghazi, president and CEO of Synopsys. "More broadly, by combining Amazon's leadership in AI infrastructure and custom silicon with Synopsys' leadership in silicon IP, EDA and Multiphysics solutions, we can dramatically increase the productivity of our teams and shape the future of AI-native engineering." 

About Synopsys 

Synopsys, Inc. (Nasdaq: SNPS) is the leader in engineering solutions from silicon to systems, enabling customers to rapidly innovate AI-powered products. We deliver industry-leading silicon design, IP, simulation and analysis solutions, and design services. We partner closely with our customers across a wide range of industries to maximize their R&D capability and productivity, powering innovation today that ignites the ingenuity of tomorrow. Learn more at www.synopsys.com. 

© 2026 Synopsys, Inc. All rights reserved. Synopsys, Ansys, the Synopsys and Ansys logos, and other Synopsys trademarks are available at https://www.synopsys.com/company/legal/trademarks-brands.html. Other company or product names may be trademarks of their respective owners.

Forward-Looking Statements
This press release contains forward-looking statements, including, but not limited to, statements regarding the strategic multi-year agreement between Synopsys and Amazon and its anticipated benefits, future business and technology opportunities, growth initiatives, product development and innovation, and expected future results and outcomes. These statements involve risks, uncertainties and other factors that could cause our actual results, time frames, or achievements to differ materially from those expressed or implied in such forward-looking statements. Information on potential risks, uncertainties and other factors that could affect Synopsys' results is included in filings we make with the SEC from time to time, including in the sections entitled "Risk Factors" in our latest Annual Report on Form 10-K and in our latest Quarterly Report on Form 10-Q. Synopsys undertakes no duty, and does not intend, to update any forward-looking statement provided in this press release, whether as a result of new information, future events or otherwise, unless required by law.

Contacts

Investors
Tushar Jain
[email protected]

Media
Cara Walker  
[email protected]
[email protected] 

SOURCE Synopsys, Inc.

AUSTIN, Texas, Sept. 30, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced that Blackfuel has selected Digital Realty's BCN1 data center in Barcelona as the foundation for deploying and scaling its AI inference platform.

Built on liquid-cooled Dell Technologies AI Factory infrastructure and AMD GPUs, the deployment brings together substantial dedicated AI capacity, Digital Realty's global PlatformDIGITAL® ecosystem and ServiceFabric®, the company's software-defined interconnection platform. Open by design, Digital Realty's platform supports the full range of AI infrastructure stacks and accelerator architectures across its global ecosystem, giving customers the flexibility to deploy AI where and how it best supports their workloads.

The core of the collaboration is the integration of Blackfuel's inference platform with ServiceFabric®, enabling AI services to be delivered across Digital Realty's connected ecosystem, closer to the enterprise applications, data and users they are designed to serve.

Rather than requiring organizations to move large volumes of data across public environments to access AI capabilities, the combined solution brings inference closer to where data already resides. Delivered through private connectivity, ServiceFabric® provides a low-latency, low-jitter network path that can help reduce Time-to-First-Token (TTFT), improve perceived response times and support faster completion of agentic AI workflows, while giving enterprises greater control over security and data flows.
For agentic workflows requiring 20 to 50 sequential inference API calls, reducing TTFT by 50 milliseconds through ServiceFabric®’s optimized network latency can shorten overall task completion time by 1 to 2.5 seconds compared with public internet connectivity. At the scale of millions of tasks per day, these incremental gains can translate into significant efficiencies, highlighting the importance of low-latency connectivity alongside inference performance.

By connecting directly to ServiceFabric®, Blackfuel can reach enterprises, cloud providers, networks and digital ecosystems across Digital Realty's global platform, creating a scalable route for customers to consume high-performance AI inference within the environments where their digital operations already take place.

“The next infrastructure layer will be built around tokens. With Digital Realty and ServiceFabric®, we are building the foundations of Blackfuel’s AI Token Grid: dedicated inference capacity with global reach and local control, connected to where enterprises’ data and applications live. Barcelona is our first step toward a much larger ambition: making reliable AI capacity available wherever businesses need it,” said Blackfuel.

Today, ServiceFabric® extends across more than 800 Digital Realty and third-party data centers worldwide, giving Blackfuel a global connectivity fabric through which it can scale AI services beyond Barcelona while supporting more deterministic access to distributed enterprise data sets, tools and applications. This helps transform AI from an Internet-accessed service into an enterprise-grade platform, improving responsiveness, governance and the ability to scale adoption across business-critical use cases.

"The next phase of AI will be measured in useful tokens per megawatt and delivering them takes more than compute alone. It takes power, cooling and connectivity working together as one platform.” said Chris Sharp, Chief Technology Officer, Digital Realty. “By bringing Blackfuel's inference platform onto ServiceFabric®, enterprises can reach high-performance AI services on the same connected ecosystem where their applications and data already live. Barcelona is the first proof point, and we're excited to help Blackfuel scale from here.”

About Digital Realty
Digital Realty brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions. PlatformDIGITAL®, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx®) solution methodology for powering innovation, from cloud and digital transformation to emerging technologies like artificial intelligence (AI), and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 55+ metros across 30+ countries on six continents. To learn more about Digital Realty, please visit digitalrealty.com or follow us on LinkedIn and X.

About Blackfuel
Blackfuel is an inference-focused neocloud co-founded by Charles Kantor, Xavier Fischer and Dali Kilani. Its founding team brings experience across frontier AI, model quantization and cloud software. The company combines dedicated accelerator infrastructure, proprietary software and long-term commercial commitments to build and operate AI compute at scale. Its platform serves dedicated capacity and managed inference needs, with European deployments forming the foundation for global expansion.

For Additional Information

Rémi Andreassian
Digital Realty
+33 1 53 56 69 23
[email protected]

Safe Harbor Statement
This press release contains forward-looking statements which are based on current expectations, forecasts and assumptions that involve risks and uncertainties that could cause actual outcomes and results to differ materially, including statements related to the company’s strategy, expectations, AI infrastructure demand, the capabilities and benefits of PlatformDIGITAL®, ServiceFabric®, and other Digital Realty offerings, anticipated performance, scalability and availability of AI-related solutions, expected benefits of Digital Realty's collaboration with Blackfuel and other technology providers and customer demand for company’s products and services. For a list and description of risks and uncertainties, see the reports and other filings by the company with the U.S. Securities and Exchange Commission. The company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

EBGLYSS monotherapy met its primary endpoint with more than half of patients achieving clear or almost clear skin on their hands and feet (HF-IGA 0/1) by Week 16, with significant skin clearance as early as one month

EBGLYSS delivered significant itch and pain relief, with significant itch improvements as early as two weeks in the Phase 3b ADtouch study

In first-of-its-kind patient satisfaction data, nearly eight out of 10 patients treated with EBGLYSS reported being satisfied or very satisfied with hand clearance at Week 16

, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that EBGLYSS (lebrikizumab-lbkz) monotherapy met its primary and secondary endpoints at Week 16 in the Phase 3b ADtouch study, showing significant and rapid improvements in hand and foot skin clearance, itch and pain in adults and adolescents with moderate-to-severe hand and foot atopic dermatitis (AD). In first-of-its-kind patient satisfaction data for moderate-to-severe hand AD, significantly more patients treated with EBGLYSS were satisfied or very satisfied with how much the skin on their hands had cleared than those on placebo, as measured by the validated Atopic Hand Dermatitis Clearance Satisfaction (AHDCS) scale. These late-breaking results will be presented at the European Academy of Dermatology and Venereology (EADV) Congress, Sept. 30-Oct. 3 in Vienna.1 

"When atopic dermatitis affects the hands and feet, persistent itch and pain can make simple things like walking or holding your child's hand a daily struggle," said Mark Genovese, M.D., senior vice president of Lilly Immunology development. "Data from the ADtouch study provide further evidence that EBGLYSS has the potential to rapidly improve skin clearance and itch and provide pain relief in the hands and feet without the need for topical treatments, giving people with moderate-to-severe atopic dermatitis the opportunity to spend less time managing symptoms."

EBGLYSS is an interleukin-13 (IL-13) inhibitor that selectively blocks IL-13 signaling with high binding affinity and slow dissociation rate.2,3,4 The cytokine IL-13 is a primary cytokine in AD, driving the type-2 inflammatory cycle in the skin, leading to skin barrier dysfunction, itch, skin thickening and infection.5,6

"For people with hand and foot atopic dermatitis, a relatively small area of affected skin can have an outsized impact on daily life," said Shawn G. Kwatra, M.D., Joseph W. Burnett Endowed Professor and Chair in Dermatology, Chief of Service, Dermatology, University of Maryland School of Medicine and University of Maryland Medical Center. "Patients treated with lebrikizumab experienced significant improvements in pain and itch, with nearly three times as many patients achieving meaningful pain improvement compared with placebo. The ADtouch data reinforce that disease burden extends beyond what clinicians can see and highlight the importance of evaluating outcomes that matter to people in improving their everyday lives."

Atopic dermatitis affecting the hands and feet can carry substantial burden for people living with this chronic skin disease, despite involving limited areas of the body.1,7 Up to 60% of people with AD have hand involvement, and roughly 30% also have foot involvement.8,9

The ADtouch clinical trial evaluated EBGLYSS monotherapy in adults and adolescents with moderate-to-severe hand and foot AD who had an inadequate response to topical therapies. In the ADtouch clinical trial, participants were randomized to receive placebo or EBGLYSS every two weeks. The trial assessed physician- and patient-reported outcomes across skin clearance, itch, pain, patient satisfaction with hand clearance, and quality of life. Patients enrolled had moderate-to-severe hand and foot involvement, though most had limited AD across the rest of the body. At baseline, patients were living with severe itch of the hands and feet, moderate pain and substantial impairment in quality of life, despite limited overall skin involvement.

Key Efficacy Results in ADtouch1

EBGLYSS     

Placebo     

Significant and rapid
improvements in skin
clearance   

Clear or almost clear hands and feet
(HF-IGA 0/1 with ≥2-point
improvement) at Week 16 (primary
endpoint)*

53 %

27 %

HF-IGA 0/1 with ≥2-point
improvement at Week 4*

17 %

6 %

Significant and rapid
improvements in hand and
foot itch

HF-Peak Pruritus NRS ≥4-point
improvement at Week 16* †

57 %

19 %

HF-Peak Pruritus NRS ≥4-point
improvement at Week 4* †

27 %

8 %

HF-Peak Pruritus NRS ≥4-point
improvement at Week 2* † 

16 %

1 %

Significant improvements in
hand and foot pain  

HF-Peak Pain NRS ≥4-point
improvement at Week 16* ‡

59 %

19 %

HF-Peak Pain NRS ≥ 4-point
improvement at Week 2‡

24 %

3 %

HF-Peak Pain NRS ≥4-point
improvement at Week 1‡

8 %

0 %

Significant improvements in
patient-reported outcomes 

Satisfied or very satisfied with hand
dermatitis clearance at Week 16* §

77 %

40 %

Mean improvement in impact of
hand disease on quality of life|| 

57 %

28 %

Less need for topical and
systemic rescue medication 

Patients requiring rescue medication
through Week 16

6 %

18 %

* Statistically significant under multiplicity control

† Among patients with HF-Peak Pruritus Numeric Rating Scale (NRS) ≥4 at baseline, rating itch from 0-10 with 10 being worst imaginable itch within the past 24 hours

‡ Among patients with HF-Peak Pain NRS ≥4 at baseline, rating pain from 0-10 with 10 being worst imaginable pain within the past 24 hours

§ Among patients dissatisfied with their hand dermatitis clearance at baseline, as measured by the novel Atopic Hand Dermatitis Clearance Satisfaction (AHDCS) patient-reported scale.

|| Measured by the Quality of Life in Hand Eczema Questionnaire (QoLHEQ)

The safety of EBGLYSS in ADtouch was consistent with the known profile in adult and adolescent patients, with no new safety signals observed. Treatment-emergent adverse events were reported in 41.8% of patients receiving EBGLYSS and 39.6% receiving placebo, and all were mild or moderate in severity.1 The most common (≥5%) adverse reactions reported with EBGLYSS were nasopharyngitis and upper respiratory tract infection. Adverse events leading to discontinuation were reported in 0.9% of patients receiving EBGLYSS and 2.7% receiving placebo.

Lilly has submitted these data to the U.S. Food and Drug Administration (FDA) and plans to submit to select global regulatory authorities for a potential label update to include these data for localized AD with moderate-to-severe hand and foot involvement.

Almirall will also present EBGLYSS data at EADV, including five-year results from the Phase 3b ADlong trial highlighting the long-term durability of EBGLYSS in adults with moderate-to-severe AD. These results reinforce previously reported four-year ADlong results for EBGLYSS.10

EBGLYSS is approved in the U.S. to treat adults and children 12 years of age and older who weigh at least 88 pounds (40 kg) with moderate-to-severe eczema (atopic dermatitis) that is not well controlled with prescription therapies used on the skin (topical), or who cannot use topical therapies. In June 2026, the U.S. FDA approved a regimen of one maintenance dose every eight weeks of a single injection (250 mg/2 mL) of EBGLYSS for subcutaneous use, building on its already approved once-monthly maintenance dose. EBGLYSS can be used with or without topical corticosteroids.11

Lilly has exclusive rights for development and commercialization of EBGLYSS in the U.S. and the rest of the world outside Europe. Almirall has licensed the rights to develop and commercialize EBGLYSS for the treatment of dermatology indications, including atopic dermatitis, in Europe.

About ADtouch
ADtouch (NCT06921759) is a Phase 3b, randomized, double-blind, placebo-controlled study evaluating the efficacy and safety of EBGLYSS 250 mg dosed every two weeks (Q2W) in patients with moderate-to-severe atopic hand and foot dermatitis for a total of 16 weeks. Adults and adolescents (ages 12-17, weighing at least 88 pounds, ≥40 kg) with history of moderate-to-severe atopic dermatitis, atopic hand and foot dermatitis of at least one year's duration, involvement in at least two of four hand and foot anatomical areas, a Hand and Foot Investigator Global Assessment (HF-IGA) score of moderate (3) or severe (4), Hand and Foot Peak Pruritus Numeric Rating Scale (NRS) score of 4 or higher, and inadequate response to topical therapies were eligible to enroll. Patients (N=221) were randomized 1:1 to receive EBGLYSS 250 mg or placebo every two weeks after an initial loading dose, with all participants applying moisturizer to the hands and feet throughout the study.1 The approved maintenance dose of EBGLYSS is 250 mg every four weeks (EU and U.S.) or 250 mg every eight weeks (U.S.), after taking EBGLYSS every two weeks for the four-month initial dosing phase (or later once achieving adequate clinical response).11

About EBGLYSS(lebrikizumab-lbkz)
EBGLYSS is a monoclonal antibody that selectively targets and neutralizes IL-13 with high binding affinity and a slow dissociation rate.1,3,4 EBGLYSS binds to the IL-13 cytokine at an area that overlaps with the binding site of the IL-4Rα subunit of the IL-13Rα1/IL-4Rα heterodimer, preventing formation of this receptor complex and inhibiting IL-13 signaling. IL-13 is implicated as a primary cytokine tied to the pathophysiology of atopic dermatitis, driving the type-2 inflammatory loop in the skin, and EBGLYSS selectively targets IL-13.1

The EBGLYSS Phase 3 program in atopic dermatitis consists of seven key global studies evaluating more than 1,600 patients, including two monotherapy studies (ADvocate 1 and 2), a combination study with topical corticosteroids (ADhere), long-term extension (ADjoin) and adolescent open-label (ADore) studies. The program also includes a study assessing the impact of EBGLYSS on vaccine immune response in adults (ADopt-VA). EBGLYSS has been studied in patients with skin of color (ADmirable) and in dupilumab-experienced patients (ADapt).

EBGLYSS was approved in the U.S., Japan and Canada in 2024 and in the European Union in 2023. EBGLYSS is a first-line biologic treatment, administered with or without topical corticosteroids, that offers every-four-week (EU and U.S.) or every-eight-week (U.S.) maintenance dosing for adults and children 12 years of age and older who weigh at least 88 pounds (40 kg) with moderate-to-severe atopic dermatitis that is not well-controlled with topical prescription therapies.1 In the U.S., the recommended initial starting dose of EBGLYSS is 500 mg (two 250 mg injections) at Week 0 and Week 2, followed by 250 mg every two weeks until Week 16 or later when adequate clinical response is achieved; after this, maintenance dosing is 250 mg every four weeks or every eight weeks.1

Lilly is committed to serving patients living with moderate-to-severe atopic dermatitis and is working to enable broad first-line biologic access to EBGLYSS for patients not well-controlled with topical prescription therapy through commercial insurance. Lilly has coverage with all three major national pharmacy benefit managers, and EBGLYSS is covered on nearly 95% of national commercial plans. We have expanded Medicaid coverage and are pursuing similarly broad Medicare coverage as part of Lilly's health equity and affordability initiative. Through Lilly Support Services for EBGLYSS, Lilly offers a patient support program including co-pay assistance for eligible, commercially insured patients.

INDICATION AND SAFETY SUMMARY
EBGLYSS® (EHB-glihs) is an injectable medicine used to treat adults and children 12 years of age and older who weigh at least 88 pounds (40 kg) with moderate-to-severe eczema (atopic dermatitis) that is not well controlled with prescription therapies used on the skin (topical), or who cannot use topical therapies. EBGLYSS can be used with or without topical corticosteroids. 

It is not known if EBGLYSS is safe and effective in children less than 12 years of age or in children 12 years to less than 18 years of age who weigh less than 88 pounds (40 kg). 

Warnings - Do not use EBGLYSS if you are allergic to lebrikizumab-lbkz or to any of the ingredients in EBGLYSS. See the Patient Information leaflet that comes with EBGLYSS for a complete list of ingredients.

Before using

Before using EBGLYSS, tell your healthcare provider about all your medical conditions, including if you:

Have a parasitic (helminth) infection. Are scheduled to receive any vaccinations. You should not receive a "live vaccine" if you are treated with EBGLYSS. Are pregnant or plan to become pregnant. It is not known if EBGLYSS will harm your unborn baby. If you become pregnant during treatment with EBGLYSS, you or your healthcare provider can call Eli Lilly and Company at 1-800-LillyRx (1-800-545-5979) to report the pregnancy. Are breastfeeding or plan to breastfeed. It is not known if EBGLYSS passes into your breast milk. Tell your healthcare provider about all the medicines you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements.

Possible side effects

EBGLYSS can cause serious side effects, including:

Allergic reactions. EBGLYSS can cause allergic reactions that may sometimes be severe. Stop using EBGLYSS and tell your healthcare provider or get emergency help right away if you get any of the following signs or symptoms: breathing problems or wheezing swelling of the face, lips, mouth, tongue or throat hives itching fainting, dizziness, feeling lightheaded skin rash cramps in your stomach area (abdomen) Eye problems. Tell your healthcare provider if you have any new or worsening eye problems, including eye pain or changes in vision, such as blurred vision. The most common side effects of EBGLYSS include:

eye and eyelid inflammation, including redness, swelling, and itching injection site reactions shingles (herpes zoster) These are not all of the possible side effects of EBGLYSS. Call your doctor for medical advice about side effects. You may report side effects to FDA at 1-800-FDA-1088 or www.fda.gov/medwatch. 

How to take

See the detailed "Instructions for Use" that comes with EBGLYSS for information about how to prepare and inject EBGLYSS and how to properly store and throw away (dispose of) used EBGLYSS prefilled pens and prefilled syringes.  Use EBGLYSS exactly as prescribed by your healthcare provider.  EBGLYSS is given as an injection under the skin (subcutaneous injection).  If your healthcare provider decides that you or a caregiver can give the injections of EBGLYSS, you or a caregiver should receive training on the right way to prepare and inject EBGLYSS. Do not try to inject EBGLYSS until you have been shown the right way by your healthcare provider. In children 12 years of age and older, EBGLYSS should be given by a caregiver.  If you miss a dose of EBGLYSS, inject the missed dose as soon as possible, then inject your next dose at your regular scheduled time. Learn more
EBGLYSS is a prescription medicine available as a 250 mg/2 mL injection prefilled pen or prefilled syringe. For more information, call 1-800-545-5979 or go to ebglyss.lilly.com.

This summary provides basic information about EBGLYSS but does not include all information known about this medicine. Read the information that comes with your prescription each time your prescription is filled. This information does not take the place of talking to your doctor. Be sure to talk to your doctor or other healthcare provider about EBGLYSS and how to take it. Your doctor is the best person to help you decide if EBGLYSS is right for you. 

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EBGLYSS®, its delivery device base, and Lilly Support Services™ are trademarks owned or licensed by Eli Lilly and Company, its subsidiaries, or affiliates.

About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. P-LLY

Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are referenced in this press release, they are the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.

Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995) about EBGLYSS (lebrikizumab-lbkz) as a treatment for patients with moderate-to-severe atopic dermatitis and the timeline for future readouts, presentations, and other milestones relating to EBGLYSS and its clinical trials and reflects Lilly's current beliefs and expectations. However, as with any pharmaceutical product, there are substantial risks and uncertainties in the process of drug research, development, and commercialization. Among other things, there is no guarantee that future study results will be consistent with the results to date or that EBGLYSS will receive additional regulatory approvals, or that it will be commercially successful. For further discussion of these and other risks and uncertainties that could cause actual results to differ from Lilly's expectations, see Lilly's Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this release. 

References

Silverberg K, Simpson E, Laquer V, et al. Lebrikizumab is effective in patients with atopic hand and foot dermatitis: 16-week results from the randomized, double-blind, placebo-controlled ADtouch trial. European Academy of Dermatology and Venereology (EADV) Congress. Sept. 29-Oct. 3, 2026.  Simpson EL, et al. Efficacy and safety of lebrikizumab (an anti-IL-13 monoclonal antibody) in adults with moderate-to-severe atopic dermatitis inadequately controlled by topical corticosteroids: A randomized, placebo-controlled phase II trial (TREBLE). J Am Acad Dermatol. 2018;78(5):863-871.e11. doi:10.1016/j.jaad.2018.01.017 Okragly A, et al. Binding, Neutralization and Internalization of the Interleukin-13 Antibody, Lebrikizumab. Dermatol Ther (Heidelb). 2023;13(7):1535-1547. doi:10.1007/s13555-023-00947-7. Ultsch M, et al. Structural basis of signaling blockade by anti-IL-13 antibody Lebrikizumab. J Mol Biol. 2013;425(8):1330-1339. doi:10.10116/j.jmb.2013.01.024. Bieber T. Interleukin-13: Targeting an underestimated cytokine in atopic dermatitis. Allergy. 2020;75(1):54–62. doi:10.1111/all.13954. Tsoi LC, et al. Atopic Dermatitis Is an IL-13-Dominant Disease with Greater Molecular Heterogeneity Compared to Psoriasis. J Invest Dermatol. 2019;139(7):1480-1489. doi:10.1016/j.jid.2018.12.018 Quaade AS, Simonsen AB, Halling AS, et al. Prevalence, incidence, and severity of hand eczema in the general population - a systematic review and meta-analysis." Contact Dermatitis 2021;84(6):361-74. Lio PA, Armstrong A, Gutermuth J, et al. Lebrikizumab Improves Quality of Life and Patient-Reported Symptoms of Anxiety and Depression in Patients with Moderate-to-Severe Atopic Dermatitis. Dermatol Ther (Heidelb). 2024;14(7):1929-43. Holm JG, Agner T, Clausen ML, Thomsen SF. Quality of life and disease severity in patients with atopic dermatitis. J Eur Acad Dermatol Venereol. 2016;30(10):1760-7. Weidinger S, Irvine AD, Thaçi D, Szepietowski JC, Biedermann T, Agell H, Valls J, Coll R, Castilla-Fernández G, Romero W, Reich K. Lebrikizumab showed sustained efficacy and safety through 5 years in patients with moderate-to-severe atopic dermatitis: Results from the ADlong long-term extension trial. 2026. ClinicalTrials.gov identifier: NCT05916365. EBGLYSS. Prescribing Information. Lilly USA, LLC. SOURCE Eli Lilly and Company

Most investors write off the Nasdaq-100 as a dividend wasteland, but a handful of its chip and networking giants have been quietly raising their payouts every single year while competitors chase hype cycles.

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The Nasdaq-100 is the index investors buy for growth, and most assume a lineup packed with technology companies pays nothing worth collecting. Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction), Texas Instruments (NASDAQ:TXN) and Qualcomm (NASDAQ:QCOM) are the exception: three established tech franchises sitting in the index’s most recently disclosed holdings that keep writing bigger checks to shareholders. Texas Instruments just lifted its quarterly dividend to $1.52 per share, and all three fund their payouts from real free cash flow generated by networking and chip businesses with deep customer relationships.

Cisco Systems: AI Networking Orders Are Backing a Rising Payout Cisco yields 1.56%, paying $0.42 per share each quarter, up from $0.41 before the latest increase. That works out to an annualized forward dividend of $1.68, with the next payment due October 21, 2026 to holders of record on October 2, 2026. The yield is modest, and the trend is the selling point: the quarterly payout was just $0.06 at the March 29, 2011 ex-dividend date, and the dividend record shows it stepping higher in every calendar year since.

Dividend Safety Check Cisco generated $14.177 billion of operating cash flow in fiscal 2026 against capital spending of only $1.410 billion, a light capital load that leaves most of that cash free for owners. Trailing dividends of $1.66 per share sit well below GAAP diluted EPS of $3.33 and fiscal-year non-GAAP EPS of $4.33. Management still had room to buy back $1.5 billion of stock in the fourth quarter, with $8.1 billion of authorization remaining. The company carries $7.218 billion in cash and equivalents and $50.285 billion of shareholders’ equity. Underneath it all, a large installed base of networking gear and recurring software and services revenue is what keeps the payout funded quarter after quarter.

Bull Case for Income Cisco posted fiscal 2026 revenue of $63.325 billion, up 11.77%, and fourth-quarter revenue rose 17.58% as the company logged its fifth straight EPS beat. AI orders reached $9.3 billion for the year, including $4 billion in the fourth quarter alone. Fiscal 2027 guidance calls for revenue of $72.2 billion to $73.4 billion and non-GAAP EPS of $5.05 to $5.11. A bigger earnings base means the next raise has plenty of room, and shareholders have already enjoyed a 40.82% year-to-date gain.

Risk to Watch AI networking demand is a spending cycle, and it is already changing margins. Non-GAAP gross margin slipped to 66.3% from 68.4% as lower-margin AI products grew in the mix. If hyperscaler budgets cool, Cisco would face slower orders on a thinner margin base.

Texas Instruments: A Fresh Raise Built on Rebounding Free Cash Flow Texas Instruments yields 2.02%, the highest of this group. On September 17, 2026, the board declared a quarterly dividend of $1.52, up from $1.42, payable November 10, 2026 to holders of record on October 30, 2026. The forward annualized rate is now $6.08 against $5.68 paid over the trailing 12 months. The dividend record shows the quarterly rate climbing every year from $0.50 in 2017.

Dividend Safety Check Coverage has improved sharply as the heaviest factory spending winds down. Trailing 12-month free cash flow reached $6.5 billion, up from $1.8 billion a year earlier, though that figure includes $1.6 billion of CHIPS Act incentives. TI returned $5.8 billion to owners over the same stretch. Second-quarter dividends of $1.3 billion were paid against operating cash flow of $2.7 billion. The company holds $7 billion in cash and short-term investments against $14 billion of debt carrying a weighted average coupon of 4%. Management describes a “commitment to return all free cash flow to shareholders”, and annual dividend payments rose every year from $3.008 billion in 2019 to $4.999 billion in 2025.

Bull Case for Income Demand is broadening. Second-quarter revenue rose 22.82% to $5.463 billion, and EPS of $2.14 beat the $1.94 estimate. Data center revenue doubled year over year, while industrial revenue rose around 30%. Third-quarter guidance calls for revenue of $5.65 billion to $6.15 billion and EPS of $2.23 to $2.57. Chief executive Haviv Ilan framed the priority on the July 22, 2026 call: “Our objective and best metric to measure progress and generate value for owners is the long-term growth of free cash flow per share.” With capacity already built, management said “We are good for the next three years,” which points to more cash flowing to shareholders.

Risk to Watch Analog chips ride the semiconductor cycle, and TI’s own history shows how tight coverage gets in a downturn. In 2025, dividends of $4.999 billion nearly matched net income of $5.001 billion, while capital spending ran at $4.550 billion. A shares rally of 65.35% year to date also prices in a strong recovery.

Qualcomm: Licensing Cash and Low Leverage Behind a Growing Dividend Qualcomm yields 1.90%, paying $0.92 per quarter, up from $0.89. The forward annualized rate is $3.68, compared with $3.62 paid over the trailing 12 months. Its dividend record runs back to 2003, when the quarterly payment was $0.05.

Dividend Safety Check Qualcomm carries the strongest cash room here relative to its valuation, with a free cash flow yield of 6.40%, far above its dividend yield. Leverage is light: net debt to EBITDA of 0.61, debt to equity of 0.77 and interest coverage of 18.61. In fiscal third quarter, the company returned $2.3 billion to shareholders, including $1.4 billion in buybacks and $937 million in dividends, and it has a new $20 billion repurchase authorization. Cash and equivalents stood at $4.533 billion.

Bull Case for Income The licensing arm is a cash machine: QTL revenue of $1.3 billion came with a 69% EBT margin. Meanwhile, automotive revenue jumped 61% to $1.588 billion and IoT rose 9%. Management targets $40 billion of non-handset revenue by fiscal 2029, with non-handset growth expected to accelerate from 24% in fiscal 2026 to more than 60% in fiscal 2027. More revenue sources mean a dividend less tied to any single phone cycle.

Risk to Watch Those licensing and chip revenues lean on a small group of very large handset customers, and that concentration cuts the other way now. Handset revenue fell 20% to $5.086 billion, and management expects its share of upcoming iPhone launches to be materially lower than the prior estimate of 20%. Non-GAAP EPS of $2.21 missed the $2.22 estimate, ending a six-quarter beat streak, and shares slid 6.89% over the past week.

Income Hiding in Plain Sight Inside a Growth Index All three companies appeared in Nasdaq-100 tracker holdings disclosed as of June 30, 2026 in an SEC filing, and each backs its payout with free cash flow that well exceeds what it sends out in dividends today. Texas Instruments brings the highest yield and the latest raise, Cisco brings the longest unbroken run of annual increases in this group’s records, and Qualcomm brings the lowest leverage (the whole point of a dividend ladder built from names like these is never having to sell a share, and our free guide walks through how to construct one: Never Touch the Principal). The next tests are TI’s third-quarter results against its $2.23 to $2.57 EPS guide and Qualcomm’s fiscal fourth quarter against its $2.05 to $2.25 range.

Contact [email protected] for any questions or corrections.

Accenture stock has rebounded in the past few months, but this trend is losing momentum today. ACN bottomed out at $116.70 shortly after releasing its financial results, and then rebounded to a high of $197.51. This recovery will be put to the test on Thursday when it releases its earnings report.

Accenture stock has been calm in the past few days, but the options market is pointing to heightened volatility after earnings. Barchart data shows that the implied volatility for options expiring this week has jumped to 103.90%, higher than the historical volatility of 41.25%.

Most of the call volume is concentrated at $180, while put action is about $160. By adding the mid-prices of the ATM $177.50 strike - the call $6.35 and the put $6.85, the ATM straddle cost is about $13.20. Dividing this figure by the current price shows that the market is expecting a 7.45% up or down move by the expiry time. 

In terms of volume, it has a put/call ratio of 1.39, suggesting that puts are more than calls. On the other hand, in terms of open interest, it is 0.91. Therefore, there is a likelihood that the stock will drop after earnings. 

READ MORE: Accenture sinks 14% as lowered outlook clouds earnings beat and cybersecurity deals

The most recent results suggest that Accenture’s business is slowing as companies continue focusing on reinvention during the AI era. Its new bookings came at $19.3 billion, down from $19.7 billion in the same period last year. 

Accenture’s revenue rose by $1 billion to $18.7 billion. This slowdown is expected to continue, with analysts expecting that its fourth-quarter revenue will be $18 billion, up by 2.5% from what it made last year. If this is correct, the annual revenue will be $73.5 billion, up by 5.5% from a year earlier. 

These numbers come a week after Accenture reached a deal with Anthropic, the creator of Claude. As part of this agreement, Accenture will establish a team of evaluators embedded alongside Anthropic’s team to red-team models, perform alignment assessments, and test safeguards. They will both invest at least $1 billion in the next five years. 

The two companies also announced a major partnership last year, allowing over 30,000 employees to be trained on Claude-powered systems. 

On the positive side, Accenture has become highly undervalued, with the forward price-to-earnings ratio falling to 12.5, lower than the sector median of 23. It is also lower than the five-year average of 24. 

The company is also returning large sums of money to investors, which has reduced the outstanding shares to 611 million from 633 million in 2022. 

ACN stock chart | Source: TradingView

Technicals suggest that the ACN stock price has lost momentum and is on the verge of a reversal. It has formed a small double-top pattern, which is a common bearish reversal sign in technical analysis. 

The two lines of the MACD indicator have crossed each other and are pointing downwards. Also, the Relative Strength Index has dropped below the neutral point of 50.

Therefore, the stock will likely remain under pressure and possibly drop to $165 after releasing its earnings report. A move above the resistance at $198 will invalidate the bearish outlook.

Annaly Capital stock has plunged this month, reaching its lowest level since March of this year. NLY has slumped in the last six consecutive days, its longest losing streak in over a year. It has slumped by 17.6% from its August highs, helping boost its dividend yield to 14.7%. So, is it a safe investment to make today?

Annaly Capital Management is a top company with over $109 billion in assets under management, with $17 billion of this being permanent capital. It has grown to become one of the top players in home financing, helping over 1.3 million homes over time. 

The company is well-known in the dividend (income) investment community, thanks to its high dividends and the fact that it has delivered $29 billion in payouts over time. 

It operates the Annaly Agency Group, which invests in mortgage-backed securities and agency collateralized mortgage-backed securities (CMBS). These products are usually guaranteed by Fannie Mae, Freddie Mac, or Ginnie Mae. This division has over $100 billion in assets

It also operates the Annaly Residential Credit Group, which invests in non-agency residential mortgage assets. The ARCG business has over $8 billion in assets. Additionally, it offers the Annaly Mortgage Servicing Rights Group, which invests in mortgage servicing rights. 

The most recent results showed that Annaly Capital’s business did relatively well, with the book value per common share rising to $20.15 from $18.45 in the same period last year. This growth happened as the net interest margin rose to 1.47%. 

The report also showed that its total income for the quarter was $247 million, while the net income available to common stockholders rose to $781 million. 

Annaly’s business is affected by the actions of the Federal Reserve. Just recently, the bank hiked interest rates and hinted that it will deliver another hike later this year. Odds of a hike happening either in October or December have jumped to over 80%.

As a result, the company uses hedges to offset this volatility. Its hedge ratio rose to 97% in the June quarter from 92% in the same period last year. It also reduced the average days to maturity on repurchase agreements to 33 from 49 last year. 

Annaly’s stock has also slipped because of the ongoing soaring bond yields, with the 30-year rising to the highest level since 2004. The ten-year yield has continued rising after crossing the 5% level a few weeks ago. 

Analysts tracking Annaly have a neutral outlook. JPMorgan slashed the target from $26 to $24, while Wells Fargo cut it to $24 from $25.

NLY stock chart | Source: TradingView

The daily chart shows that the NLY stock has slumped in the past few months as bond yields have soared. It has already plunged below the important support level of $20.22, its lowest level on June 8. Moving below that level confirmed the bearish breakout.

The stock is about to form a mini death cross pattern as the spread between 50-day and 100-day moving averages narrows. In most cases, this pattern usually leads to further downside. 

There are also signs that it has formed an inverted cup-and-handle pattern. Therefore, the path of the least resistance is downward, with the next target to watch being at $19.30, its lowest level on March 20th.

With the Canadian launch, Curiosity Stream is now available through Prime Video in five major English-speaking markets, expanding its global presence on the platform

SILVER SPRING, MD / ACCESS Newswire / September 30, 2026 / CuriosityStream Inc. (Nasdaq:CURI), a leading global factual media and entertainment company, today announced the launch of its flagship streaming service, Curiosity Stream, as a subscription on Prime Video in Canada.

The launch significantly expands Curiosity Stream's relationship with Prime Video and brings the service's subscription presence to five major English-speaking markets: the United States, the United Kingdom, Canada, Australia and New Zealand. Curiosity Stream is also distributed as a subscription through Prime Video in Germany, India, the Netherlands, Sweden and Finland.

Amazon customers across Canada can now subscribe to Curiosity Stream directly through Prime Video and explore thousands of award-winning and critically acclaimed films, series and specials spanning science, nature, history, technology, civilization and human achievement. The integration gives customers the convenience of discovering, subscribing to and watching Curiosity Stream within the Prime Video experience, with no additional app to download.

"Canada is an important market for Curiosity Stream, and this launch represents a significant milestone in our longstanding and growing relationship with Prime Video," said Jay Sodha, Curiosity's VP of Partnerships and Business Development. "With Curiosity Stream now available through Prime Video across the United States, the United Kingdom, Canada, Australia and New Zealand, we have established powerful distribution across many of the world's most important English-speaking markets. Prime Video has been exceptional in helping us make Curiosity Stream easier to discover and enjoy, and we see tremendous opportunity to continue expanding this relationship around the world."

The Canadian launch advances Curiosity's strategy of meeting audiences on the platforms they already use while working with leading distribution partners to create simple, integrated viewing experiences. With a deep library of globally relevant factual entertainment, broad international rights and extensive content-localization capabilities, Curiosity offers partners a flexible range of products tailored to individual markets, from premium subscription services and linear channels to free, ad-supported streaming channels and direct content licensing.

Amazon customers in Canada can subscribe to the Curiosity Stream subscription now through Prime Video for $7.99/month CAD after a 7-day free trial.

About CuriosityStream Inc.

CuriosityStream Inc. (Nasdaq:CURI) is the entertainment brand for people who want to know more. The global media company is home to award-winning original and curated factual films, shows, and series covering science, nature, history, technology, society, and lifestyle. CuriosityStream is also a leading provider of AI model training datasets, leveraging one of the world's largest and most valuable rights cleared media corpora. The company's portfolio spans millions of hours of premium video and audio, up to 1 trillion proprietary tokens of production-grade code rich with developer context, and dozens of bespoke datasets created with proprietary content intelligence tools. See our sample datasets in action here. CuriosityStream's data licensing partnerships enable leading technology companies to train and fine-tune generative, agentic, and physical AI systems that will power the next era of infrastructure and enterprise capabilities.

CuriosityStream also reaches millions of subscribers worldwide, operating the flagship Curiosity Stream SVOD service; Curiosity Channel, the linear television channel available via global distribution partners; Curiosity University, featuring talks from the best professors at the world's most renowned universities as well as courses, short and long-form videos, and podcasts; Curiosity Now, Curiosity History, Curiosity Animals, Curiosity Explora, and other free, ad-supported channels; Curiosity Audio Network, with original content and podcasts; and Curiosity Studios, which oversees original programming. For more information, visit CuriosityStream.com.

Media Contact:

Vanessa Gillon
[email protected]

SOURCE: CuriosityStream