Builders FirstSource má ve 2. čtvrtletí 2026 vykázat pokles EPS na 1,29 USD a tržeb na 3,91 miliardy USD. Tlak na marže dál zvyšují slabá bytová výstavba, cenová konkurence a vyšší vstupní náklady.
Key Takeaways Builders FirstSource is expected to post lower Q2 earnings and sales amid weak residential construction.BLDR faces margin pressure from competitive pricing, a lower-margin sales mix and elevated input costs.Acquisitions, bundled offerings and AI-enabled digital tools may support revenue and market share. Builders FirstSource, Inc. (BLDR - Free Report) is slated to report second-quarter 2026 results on July 30, before market open.
In the last reported quarter, the company’s adjusted earnings per share (EPS) missed the Zacks Consensus Estimate by 30.8%, while net sales beat the same by 4.5%. On a year-over-year basis, both top and bottom lines tumbled 10.1% and 82.1%, respectively.
BLDR’s earnings topped the consensus mark in two of the trailing four quarters and missed on two occasions, the average surprise being negative 8%.
Trend in Estimate Revision of BLDRThe Zacks Consensus Estimate for Builders FirstSource’s second-quarter EPS has moved south to $1.29 from $1.32 in the past 30 days. The estimated figure indicates a 45.8% year-over-year decline from EPS of $2.38 reported in the year-ago quarter.
The consensus estimate for net sales is pegged at $3.91 billion, indicating a decline of 7.6% from $4.23 billion reported in the year-ago quarter.
Factors Likely to Shape Builders FirstSource’s Q2 ResultsNet Sales
Builders FirstSource's second-quarter revenues are likely to remain under pressure as elevated mortgage rates, affordability constraints and cautious consumer sentiment continue to weigh on residential construction activity. Single-family revenues may remain soft as lower starts and the ongoing shift toward smaller, less complex homes reduce sales dollars per start. Multifamily activity is also expected to stay muted, with management not anticipating a meaningful improvement before 2027.
Value-added products, which comprised 48.3% of first-quarter sales, likely remained pressured by weak single-family construction and lower structural content per home. Specialty products, representing 26% of sales, may have provided some support, though pricing pressure and volatility likely persisted. Lumber and sheet goods, at 25.7% of sales, likely benefited from bundling and share gains, but lower margins and commodity-price movements may have limited the revenue contribution.
Despite these industry headwinds, the company continues to benefit from its broad product portfolio, bundled offerings and expanding value-added solutions. Acquisitions are expected to provide incremental revenue support. Since the BMC merger, Builders FirstSource has completed 41 acquisitions representing more than $2.3 billion in annual sales, while the Premium Building Components deal expanded its manufactured products presence into New York. Digital initiatives may also support growth, with the company preparing to launch its next generation of AI-enabled solutions later this year to strengthen customer engagement and capture additional market share.
Margins
Margins are likely to remain under pressure in the second quarter despite ongoing cost-control efforts. Competitive pricing, an unfavorable product mix with higher lumber and sheet goods sales, and elevated fuel and input costs are expected to weigh on profitability. While BLDR's $100 million cost-reduction program should provide some relief, weak housing demand, affordability challenges and pricing pressure are likely to keep second-quarter margins constrained.
What the Zacks Model Predicts for BLDROur proven model does not conclusively predict an earnings beat for Builders FirstSource this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Unfortunately, this is not the case here, as you will see below.
BLDR’s Earnings ESP: BLDR has an Earnings ESP of -8.74%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank of BLDR: The company currently carries a Zacks Rank of #4 (Sell).
Stocks With the Favorable CombinationHere are some companies in the Zacks Retail-Wholesale sector, which, per our model, have the right combination of elements to post an earnings beat in the respective quarters to be reported.
BJ's Restaurants, Inc. (BJRI - Free Report) currently has an Earnings ESP of +7.51% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
In the to-be-reported quarter, BJRI's earnings are expected to decline 10.3%. BJRI's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed on one occasion, the average surprise being 136%.
CAVA Group, Inc. (CAVA - Free Report) currently has an Earnings ESP of +20.30% and a Zacks Rank of 3.
In the to-be-reported quarter, CAVA’s earnings are expected to increase 6.3%. CAVA's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed on one occasion, the average surprise being 16.6%.
The Cheesecake Factory Incorporated (CAKE - Free Report) currently has an Earnings ESP of +2.76% and a Zacks Rank of 3.
In the to-be-reported quarter, Cheesecake Factory’s earnings are expected to register a 0.9% year-over-year rise. Cheesecake Factory’s earnings surpassed estimates in each of the trailing four quarters, with an average beat of 6.7%.
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52-Week Range$56.01▼
$206.00Price Target$138.50
Few software names have been hit as hard by the market's artificial intelligence (AI) anxiety this year as Atlassian Corporation NASDAQ: TEAM. The company behind popular workplace tools Jira and Confluence has seen its shares fall roughly 45% year to date, dragged down by fears that AI coding tools will make much of what it does redundant.
But that story is starting to look increasingly at odds with what the business is actually doing. Like many of its peers, far from being disrupted, Atlassian has actually been quietly repositioning itself at the center of how AI gets used inside software teams, and the stock has been grinding higher since April as a result.
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With the company due to report earnings in early August, and several analysts calling for significant upside from current levels, Atlassian’s setup ahead of the print looks more compelling than the bearish AI narrative suggests.
AI May Be Helping Atlassian More Than Hurting ItThe single biggest fear hanging over Atlassian is that AI agents capable of writing code and resolving tickets will erode demand for its products. It's a reasonable worry on the surface, and it made sense earlier this year, but it’s already starting to look outdated.
Rather than being replaced by AI, the company has been positioning Jira as the coordination layer within which AI agents operate. AI agents can handle plenty of individual tasks. Still, they can't replicate everything a full platform brings to the table, from managing complex workflows to coordinating large teams across a development lifecycle. Someone still has to orchestrate all those agents, and Atlassian wants to be where that happens.
The early evidence suggests it's landing, with adoption of the company's Rovo AI platform gathering pace all year. Crucially, that adoption is showing up alongside durable, contractually-backed growth in Atlassian’s underlying business rather than instead of it, which is the opposite of what the disruption thesis would predict.
Atlassian’s Valuation No Longer Looks Like the ProblemThe valuation reset is another major part of the case. After a punishing multi-month sell-off, Atlassian now trades at valuations far below what they were just last year.
On several measures, including price-to-sales and price-to-free-cash-flow, the stock sits well below its recent historical range, helped largely by the shares falling more than 80% since their 2021 peak. For a company still pricing record revenue numbers and reporting accelerating growth in recent quarters, that's a big disconnect. The market has effectively repriced Atlassian as though its growth days are behind it, while the underlying figures suggest the opposite is true.
The Recovery Is Starting to Look More DurableThe market has quietly started to change its mind. Atlassian bottomed at a multi-year low in April and has since climbed more than 50% off that level.
That recovery hasn't come out of nowhere, with the company beating analyst expectations in its earnings reports along the way, which has helped rebuild the credibility that the AI panic had stripped away. A stock putting in a series of higher lows while consistently exceeding forecasts is usually telling you something, and here it suggests the smart money has been accumulating Atlassian at a discount while the wider market has been writing it off.
That combination, an improving technical picture backed by real fundamental momentum, is exactly the kind of setup that tends to precede a sustained move rather than a short-lived bounce.
Earnings Will Decide Whether the Rebound Has LegsAtlassian Stock Forecast Today12-Month Stock Price Forecast:
$138.50
47.61% Upside
Moderate Buy
Based on 28 Analyst Ratings
Current Price$93.83High Forecast$295.00Average Forecast$138.50Low Forecast$95.00Atlassian Stock Forecast Details
This still puts the pressure on Atlassian going into next month’s report. It has to prove its AI momentum is translating into revenue that can justify the stock’s continued recovery, while reassuring investors that the cost of building out all that AI capability isn't about to spiral out of control.
Atlassian currently carries a Moderate Buy consensus rating, with an average price target near $139, implying significant upside from recent trading levels. While several firms have reiterated bullish ratings recently, others are more cautious. Bank of America, for instance, holds only a Neutral rating on the stock. Tellingly, though, even its recently refreshed price target sits comfortably above where Atlassian’s shares currently trade, which underlines just how much bad news is already baked into the price.
That's ultimately what makes the risk-reward look so appealing here. With the stock trading below even the more cautious targets on the street, the downside appears limited while the upside, should the AI pivot keep delivering, is considerable. For investors willing to look past a narrative that the company itself keeps disproving, Atlassian heading into earnings looks like a rare chance to buy a quality business while it's still deeply out of favor.
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Blackbaud a Student First oznámily strategické inovační partnerství pro propojený kampus ve vysokém školství. Cílem je zlepšit přehled, omezit manuální práci a podpořit úspěch studentů.
Expanded Collaboration Helps Colleges and Universities Improve Visibility, Streamline Operations and Support Student Success
, /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the world's leading provider of AI-powered solutions for social impact, today announced an Innovation Partnership with Student First, the provider of the most modern, AI-powered higher education student information system (SIS) designed to simplify administrative workflows and enhance the student experience.
Building on Blackbaud's strategic investment in Student First earlier this year and the companies' ongoing collaboration through the Blackbaud Partner Network, this new Strategic Innovation Partnership deepens the relationship between the two companies and advances a shared vision for a Connected Campus in higher education.
"Our Innovation Partnership with Student First reflects a shared commitment to helping colleges and universities connect the systems and data that matter most," said Mark Davis, vice president and general manager of education products, Blackbaud. "As institutions face growing pressure to do more with less, they need technology that helps teams work from a shared view. By bringing together the systems that shape both the student experience and institutional performance, Blackbaud and Student First are helping colleges and universities build a stronger foundation for student success and long-term sustainability through our commitment to execution of a shared roadmap across both companies."
Rising costs, enrollment pressures and evolving student expectations are forcing colleges and universities to rethink how they operate. Yet for many institutions, the systems that support critical infrastructure remain disconnected, creating barriers to collaboration, limiting visibility and making it harder to align resources with student success goals.
By bringing together best-in-class solutions for student information, enrollment, financial aid, scholarships, advancement, finance and tuition payments, Blackbaud and Student First are working together to create a Connected Campus operating model that helps colleges and universities unite data, people and processes across the institution to provide greater visibility, reduce complexity and empower institutions to make more informed decisions. With this enhanced level of information flow and collaboration, institutions can align resources to strategic priorities, strengthen financial stewardship and drive student success at scale.
"This strategic partnership represents the first collaboration of its kind between two education technology innovators," said David Meek, CEO of Student First. "Earlier this year we said the most advanced SIS in higher education belongs alongside the best financial and advancement platform in the market. This expanded partnership proves that at scale. Extending our work with Blackbaud into product, sales, and marketing means institutions across their ecosystem get direct access to a connected campus experience, not just the promise of one."
With this new, expanded partnership, Blackbaud and Student First will work together across product, sales and marketing teams to advance a shared Connected Campus strategy for higher education.
The strategic partnership also reflects a shared commitment to AI for a purpose in higher education: practical, human-centered innovation that helps administrators, faculty and staff reduce manual work, surface meaningful insights and spend more time supporting students. This approach aligns with Student First's view that AI should optimize, analyze, and automate, while human expertise remains central to decisions that shape the student experience.
By pairing Student First's cloud-native, AI-powered SIS and automation-first approach with Blackbaud's AI-powered solutions for social impact, the companies are advancing innovation designed to fit into institutional workflows, reduce administrative time and workload, and support better decisions across the connected campus.
Institutions are already seeing the potential value of a more connected approach.
"With Blackbaud Financial Edge NXT and Student First, we'll have the capacity to automate many of our processes—such as degree audits, billing and applying financial aid—which historically were manual and time-intensive," said Mark Hanshaw, associate provost and general counsel for Cumberland University.
Recent enhancements include AI-driven workflow automation that reduces manual administrative effort across core campus operations, along with predictive intelligence capabilities that identify patterns, trends, and potential risks earlier, enabling institutional leaders to make more proactive, data-informed decisions. Together, these capabilities help colleges and universities improve efficiency, streamline operations, and focus more resources on supporting student success.
The collaboration brings together complementary capabilities designed specifically for higher education. Student First provides a modern, cloud-native Student Information System (SIS) and financial aid platform that supports the full student lifecycle. Blackbaud delivers industry-leading solutions including Blackbaud Financial Edge NXT®, Blackbaud Raiser's Edge NXT®, Blackbaud Award Management™ and Blackbaud Integrated Payments™, helping institutions connect advancement, finance, scholarship management and tuition payment operations within a broader campus ecosystem.
The combined approach is designed to help institutions:
Bridge the gap between advancement and finance by connecting student, financial aid, scholarship, advancement, finance and tuition payment data Reduce manual processes and operational complexity Improve visibility across traditionally disconnected departments Support more informed planning, decision-making and resource allocation Strengthen alignment between institutional resources and student success goals Learn more about Blackbaud's Connected Campus plans in upcoming Product Update Briefings and at bbcon 2026, taking place Sept. 21-Oct. 1 in Columbus, Ohio.
About Blackbaud
Blackbaud (NASDAQ: BLKB) is the world's leading provider of AI-powered solutions for social impact. Serving nonprofits, educational institutions, companies committed to corporate social responsibility, and individual change makers, Blackbaud propels impact at scale with the sector's most intelligent solutions for fundraising and engagement, education solutions, financial management and CSR and grantmaking. With the deepest expertise powered by the world's largest philanthropic data set, the most connected workflows, and the most powerful impact network, Blackbaud's solutions are building a future where resources are unleashed at the speed of need. Blackbaud has been recognized by Fast Company, Newsweek, Quartz, Forbes and more for AI innovation, responsible leadership and workplace excellence. Blackbaud has operations in the United States, Australia, Canada, Costa Rica, India and the United Kingdom, supporting users in 100+ countries. Learn more at www.blackbaud.com or follow us on X/Twitter, LinkedIn, Instagram and Facebook.
Media Inquiries
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Forward-looking Statements
Except for historical information, all of the statements, expectations and assumptions contained in this news release are forward-looking statements that involve a number of risks and uncertainties, including statements regarding expected benefits of products and product features. Although Blackbaud attempts to be accurate in making these forward-looking statements, it is possible that future circumstances might differ from the assumptions on which such statements are based. In addition, other important factors that could cause results to differ materially include the following: general economic risks; uncertainty regarding increased business and renewals from existing customers; continued success in sales growth; management of integration of acquired companies and other risks associated with acquisitions; risks associated with successful implementation of multiple integrated software products; the ability to attract and retain key personnel; risks associated with management of growth; lengthy sales and implementation cycles; technological changes that make our products and services less competitive; and the other risk factors set forth from time to time in the SEC filings for Blackbaud, copies of which are available free of charge at the SEC's website at www.sec.gov or upon request from Blackbaud's investor relations department. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.
Wall Street expects a year-over-year increase in earnings on higher revenues when Matson (MATX - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 3. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis ocean transportation and logistics services company is expected to post quarterly earnings of $3.74 per share in its upcoming report, which represents a year-over-year change of +28.1%.
Revenues are expected to be $906.81 million, up 9.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Matson?For Matson, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Matson will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Matson would post earnings of $1.65 per share when it actually produced earnings of $1.85, delivering a surprise of +12.12%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Matson doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerSchneider National (SNDR - Free Report) , another stock in the Zacks Transportation - Services industry, is expected to report earnings per share of $0.22 for the quarter ended June 2026. This estimate points to a year-over-year change of +4.8%. Revenues for the quarter are expected to be $1.51 billion, up 6.2% from the year-ago quarter.
The consensus EPS estimate for Schneider National has been revised 1.3% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +1.50%.
This Earnings ESP, combined with its Zacks Rank #2 (Buy), suggests that Schneider National will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Enterprise Products Partners má 30. července před otevřením trhu zveřejnit výsledky za 2. čtvrtletí; tržby mají meziročně vzrůst o 17,9 % na 13,40 miliardy USD.
Key Takeaways Enterprise Products is set to report second-quarter 2026 results on July 30 before the opening bell.Enterprise Products' second-quarter revenues are projected to rise 17.9% year over year to $13.40 billion.EPD is expected to see higher gross operating margins across its Natural Gas, Crude Oil and NGL segments. Enterprise Products Partners L.P. (EPD - Free Report) is set to report second-quarter 2026 results on July 30, before the opening bell.
In the last reported quarter, the partnership’s adjusted earnings of 68 cents per share missed the Zacks Consensus Estimate of 71 cents due to weak margins in Crude Oil Pipelines & Services and Petrochemical & Refined Products Services.
The partnership’s earnings surpassed the Zacks Consensus Estimate in two of the trailing four quarters, while missing the same twice, delivering an average negative surprise of 1.1%. This is depicted in the graph below.
Estimate Trend for EPDThe Zacks Consensus Estimate for second-quarter earnings per share of 74 cents has seen one upward revision and one downward revision in the past seven days. The estimated figure indicates a 12.1% jump from the prior-year reported figure.
The Zacks Consensus Estimate for revenues of $13.40 billion implies a 17.9% increase from the year-ago recorded figure.
Factors to Consider for EPD's Q2 ResultsEnterprise Products is a leading player in the midstream energy sector, with an extensive pipeline network spanning more than 50,600 miles, liquids storage facilities with more than 300 million barrels’ storage capacity, deepwater docks, natural gas processing trains, fractionators, PDH and iBDH. The partnership stores and transports natural gas liquids (NGL), crude oil, natural gas, petrochemicals and refined products using its midstream assets. A large portion of its contracts are fee-based with inflation protection provisions. Therefore, EPD likely generated stable cash flows in the June-end quarter of 2026.
For the second quarter, the Zacks Consensus Estimate for the gross operating margin of the Natural Gas Pipelines & Services segment is pegged at $462 million, up from $417 million a year ago. Estimates for Crude Oil Pipelines & Services and NGL Pipelines & Services stand at $390 million and $1,516 million, respectively, showing improvements from the prior-year figures of $385 million and $1,416 million, respectively.
Q2 Earnings Whispers for EPD StockOur proven model does not indicate an earnings beat for EPD this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here, as you will see below.
Enterprise Products' Earnings ESP: EPD has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Zacks Rank of EPD: Enterprise Products currently carries a Zacks Rank #3.
Stocks to ConsiderHere are some stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle.
NOV Inc. (NOV - Free Report) has an Earnings ESP of +19.69% and currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
NOV is scheduled to release earnings on July 28, 2026. The Zacks Consensus Estimate for NOV’s earnings is pegged at 16 cents per share, indicating a 44.8% decline from the prior-year reported figure.
Cactus, Inc. (WHD - Free Report) has an Earnings ESP of +7.04% and carries a Zacks Rank #2 at present. Cactus is scheduled to release earnings on July 29, 2026.
The Zacks Consensus Estimate for WHD’s earnings is pegged at 71 cents per share, suggesting a 7.6% improvement from the prior-year reported figure.
Western Midstream Partners, LP (WES - Free Report) has an Earnings ESP of +1.19% and carries a Zacks Rank #2 at present. Western Midstream is scheduled to release earnings on Aug. 5, 2026.
The Zacks Consensus Estimate for WES’ earnings is pegged at 90 cents per share, suggesting a 3.4% improvement from the prior-year reported figure.
Sensient Technologies oznámila za 2. čtvrtletí EPS 1,20 USD a tržby 462,08 mil. USD, obojí nad odhady. Zároveň zvýšila výhled na EPS pro FY 2026 na 4,10–4,20 USD.
California Public Employees Retirement System reduced its holdings in Sensient Technologies Corporation (NYSE:SXT – Free Report) by 22.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 56,365 shares of the specialty chemicals company’s stock after selling 16,344 shares during the period. California Public Employees Retirement System owned about 0.13% of Sensient Technologies worth $4,872,000 at the end of the most recent quarter.
Several other institutional investors have also recently made changes to their positions in SXT. Salomon & Ludwin LLC boosted its holdings in Sensient Technologies by 146.2% in the fourth quarter. Salomon & Ludwin LLC now owns 293 shares of the specialty chemicals company’s stock valued at $28,000 after purchasing an additional 174 shares during the last quarter. Farther Finance Advisors LLC raised its stake in shares of Sensient Technologies by 313.5% during the 4th quarter. Farther Finance Advisors LLC now owns 306 shares of the specialty chemicals company’s stock valued at $29,000 after buying an additional 232 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in shares of Sensient Technologies in the 4th quarter valued at about $33,000. Advisors Asset Management Inc. boosted its stake in shares of Sensient Technologies by 53.1% in the fourth quarter. Advisors Asset Management Inc. now owns 401 shares of the specialty chemicals company’s stock worth $38,000 after buying an additional 139 shares during the last quarter. Finally, Kestra Advisory Services LLC acquired a new stake in Sensient Technologies during the fourth quarter worth about $44,000. Hedge funds and other institutional investors own 90.86% of the company’s stock.
Sensient Technologies Price Performance Shares of Sensient Technologies stock opened at $126.78 on Monday. The company has a quick ratio of 1.72, a current ratio of 4.39 and a debt-to-equity ratio of 0.61. Sensient Technologies Corporation has a twelve month low of $82.60 and a twelve month high of $129.35. The business has a 50-day moving average price of $116.74 and a 200 day moving average price of $104.31. The firm has a market cap of $5.40 billion, a PE ratio of 34.17 and a beta of 0.78.
Sensient Technologies (NYSE:SXT – Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The specialty chemicals company reported $1.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.17. The company had revenue of $462.08 million for the quarter, compared to the consensus estimate of $448.84 million. Sensient Technologies had a return on equity of 13.77% and a net margin of 9.27%.Sensient Technologies’s revenue for the quarter was up 11.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.88 earnings per share. Sensient Technologies has set its FY 2026 guidance at 4.100-4.200 EPS. Sell-side analysts predict that Sensient Technologies Corporation will post 4.15 earnings per share for the current fiscal year.
Sensient Technologies Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, August 3rd will be given a dividend of $0.41 per share. The ex-dividend date is Monday, August 3rd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 1.3%. Sensient Technologies’s dividend payout ratio (DPR) is 48.38%.
Wall Street Analysts Forecast Growth Several research analysts recently weighed in on the company. Rothschild & Co Redburn started coverage on Sensient Technologies in a research report on Wednesday, July 8th. They set a “neutral” rating and a $125.00 price target for the company. Zacks Research cut shares of Sensient Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, June 26th. UBS Group reaffirmed a “buy” rating on shares of Sensient Technologies in a report on Monday, June 22nd. Finally, Weiss Ratings upgraded shares of Sensient Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, July 2nd. Two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $134.00.
Check Out Our Latest Report on SXT
Insider Activity In other news, VP Thierry Hoang sold 439 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $114.15, for a total transaction of $50,111.85. Following the transaction, the vice president owned 14,309 shares in the company, valued at $1,633,372.35. This trade represents a 2.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 1.30% of the stock is owned by company insiders.
Sensient Technologies News Roundup Here are the key news stories impacting Sensient Technologies this week:
Positive Sentiment: Sensient beat Q2 estimates, reporting EPS of $1.20 versus $1.03 expected and revenue of $462.1 million versus $448.8 million anticipated, signaling stronger-than-expected business momentum. Sensient Technologies Corporation Reports Results for the Quarter Ended June 30, 2026 Positive Sentiment: The company raised FY 2026 EPS guidance to $4.10-$4.20 from a prior $3.70-$3.90 range, suggesting management sees continued strength in the second half of the year. Sensient Technologies Corporation Reports Results for the Quarter Ended June 30, 2026 Positive Sentiment: Growth was especially strong in the Color segment, where revenue rose 20.6% and operating income increased 40.1%, reinforcing the view that core operations are accelerating. Sensient Technologies Corporation Reports Results for the Quarter Ended June 30, 2026 Positive Sentiment: The board declared a quarterly dividend of $0.41 per share, which may support investor confidence in the company’s cash generation and shareholder returns. Sensient Declares Dividend Neutral Sentiment: Recent commentary and the earnings call transcript are consistent with the same upbeat earnings narrative, but do not add materially new catalysts beyond the reported results. Sensient Technologies Corporation (SXT) Q2 2026 Earnings Call Transcript About Sensient Technologies (Free Report)
Sensient Technologies Corporation is a global leader in the manufacture and supply of colors, flavors and fragrances for a broad range of end-markets. The company develops and produces ingredients that enhance the appearance, taste and scent of products in the food, beverage, nutraceutical, pharmaceutical, personal care and household sectors. Its portfolio includes natural and synthetic colorants, botanical and artificial flavor systems, fragrance compounds and specialty chemical offerings tailored to customer specifications.
Within its flavor and fragrance division, Sensient provides custom formulations for sweet, savory and umami taste profiles along with fragrance blends for personal care and cosmetic applications.
Further Reading Five stocks we like better than Sensient Technologies RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit Want to see what other hedge funds are holding SXT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Sensient Technologies Corporation (NYSE:SXT – Free Report).
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F5 zveřejní výsledky za 3. čtvrtletí po uzavření trhu v pondělí, analytici čekají zisk 4,00 USD na akcii a tržby 833,62 milionu USD. Akcie v pátek vzrostly o 1,1 % na 392,21 USD.
F5, Inc. (NASDAQ:FFIV) will release its third quarter earnings report after the closing bell on Monday, July 27.
Analysts expect the Seattle, Washington-based company to report quarterly earnings of $4.00 per share, down from $4.16 per share in the year-ago period. The consensus estimate for F5’s quarterly revenue is $833.62 million. It reported $780.37 million last year, according to Benzinga Pro.
On July 13, F5 named Cathy Peterman as chief people officer.
F5 shares rose 1.1% to close at $392.21 on Friday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying RH stock? Here’s what analysts think:
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Key Takeaways Hyatt's Q2 EPS is projected to rise 32.4% YoY to 90 cents, while revenues are seen up 0.4% to $1.82B.Hyatt may benefit from premium leisure demand, group bookings and stronger international markets in Q2.Middle East disruption, Mexico weakness and Jamaica closures may pressure Q2 Distribution results. Hyatt Hotels Corporation (H - Free Report) is scheduled to report second-quarter 2026 results on July 30, before the opening bell.
H’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, and missed once, the average surprise being 52.7%.
Trend in the Estimate Revision of HThe Zacks Consensus Estimate for first-quarter earnings per share (EPS) is pegged at 90 cents, indicating growth of 32.4% from 68 cents reported in the year-ago quarter.
For revenues, the consensus mark is pegged at nearly $1.82 billion, suggesting an increase of 0.4% from the prior-year quarter’s figure.
Let's look at how things have shaped up in the quarter.
Factors Likely to Shape Hyatt’s Quarterly ResultsHyatt’s second-quarter 2026 performance is likely to have benefited from resilient premium-leisure demand, improving U.S. business trends, healthy group bookings and continued momentum across key international markets. Management expects system-wide RevPAR growth of around 3% for the quarter, reflecting solid growth in the United States, the start of FIFA World Cup-related demand in June and continued international strength, excluding the Middle East.
Leisure-transient demand is expected to have remained an important growth driver in the quarter under review. Hyatt entered the period with continued strength among higher-income travelers, particularly across its luxury and full-service brands. Management indicated that it had not observed meaningful weakness among premium customers, which is likely to have supported RevPAR in the second quarter.
Group and business-transient demand are likely to have aided U.S. performance. Hyatt expects U.S. RevPAR to increase between 2% and 3% in the quarter to be reported, supported partly by FIFA World Cup-related demand beginning in June. Group pace for U.S. full-service hotels was up in the mid-single digits for the remainder of 2026, while World Cup host markets were experiencing particularly strong group-booking trends. Easier comparisons across select-service hotels are likely to have supported domestic RevPAR growth.
The company’s fee-driven business model is expected to have supported earnings in the quarter under review. Hyatt anticipates gross fees to increase in the mid-single-digit range, supported by favorable RevPAR trends, hotel openings and continued expansion of its managed and franchised portfolio. Our model predicts second-quarter gross fees to rise 6.7% year over year to $321.1 million.
International markets are likely to have remained an important growth catalyst. Greater China and the broader Asia-Pacific region entered the to-be-reported quarter with strong momentum, supported by domestic leisure activity, inbound travel and healthy demand trends. Europe is also expected to have remained resilient, particularly across Hyatt’s full-service and luxury portfolio.
However, second-quarter performance is likely to have been tempered by geopolitical disruption in the Middle East and weaker demand in Mexico. Management expects the Middle East impact to be more pronounced in the quarter before improving sequentially during the second half. Security concerns in Mexico and continued hotel closures in Jamaica are also expected to have pressured the Distribution segment. Our model predicts distribution revenues to decline 13.4% year over year to $226.9 million in the quarter under review. Hyatt expects the Mexico disruption to reduce second-quarter Distribution-segment adjusted EBITDA by approximately $15 million.
What Our Model Says About H StockOur proven model does not conclusively predict an earnings beat for Hyatt this time. A stock needs to have a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to beat earnings. However, that's not the case here.
H’s Earnings ESP: Hyatt has an Earnings ESP of -5.11%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Hyatt’s Zacks Rank: The company currently has a Zacks Rank #3.
Stocks Poised to Beat on EarningsLife Time Group is expected to register a 21.6% increase in earnings for the to-be-reported quarter. LTH reported better-than-expected earnings in each of the trailing four quarters, the average surprise being 10.9%.
Marriott International, Inc. (MAR - Free Report) currently has an Earnings ESP of +1.88% and a Zacks Rank of 3.
Marriott’s earnings for the to-be-reported quarter are expected to increase 15.5%. MAR reported better-than-expected earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 1.5%.
Cinemark Holdings, Inc. (CNK - Free Report) currently has an Earnings ESP of +6.4% and a Zacks Rank of 3.
Cinemark’s earnings for the to-be-reported quarter are expected to increase 57.1%. CNK reported lower-than-expected earnings in each of the trailing four quarters, the average miss being negative 20.4%.
Entropy Technologies LP bought a new stake in Vulcan Materials Company (NYSE:VMC – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 7,832 shares of the construction company’s stock, valued at approximately $2,133,000.
A number of other hedge funds have also bought and sold shares of the company. NBT Bank N A NY bought a new stake in Vulcan Materials in the fourth quarter valued at about $26,000. Meeder Asset Management Inc. raised its stake in Vulcan Materials by 71.7% during the first quarter. Meeder Asset Management Inc. now owns 103 shares of the construction company’s stock valued at $28,000 after buying an additional 43 shares in the last quarter. Birchwood Financial Partners Inc. bought a new position in Vulcan Materials during the 4th quarter worth approximately $29,000. Godsey & Gibb Inc. bought a new position in Vulcan Materials during the 4th quarter worth approximately $30,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of Vulcan Materials in the 3rd quarter worth approximately $30,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets A number of equities research analysts have recently weighed in on VMC shares. Stephens boosted their price target on Vulcan Materials from $330.00 to $340.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Barclays raised their price objective on Vulcan Materials from $296.00 to $340.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Morgan Stanley decreased their price objective on shares of Vulcan Materials from $322.00 to $321.00 and set an “equal weight” rating for the company in a report on Monday, April 6th. Zacks Research upgraded shares of Vulcan Materials from a “strong sell” rating to a “hold” rating in a research note on Thursday, April 9th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Vulcan Materials in a research note on Tuesday, July 7th. Eight equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $327.79.
Check Out Our Latest Stock Report on VMC
Insider Transactions at Vulcan Materials In other news, SVP David P. Clement sold 2,212 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $292.29, for a total transaction of $646,545.48. Following the completion of the transaction, the senior vice president owned 8,716 shares of the company’s stock, valued at approximately $2,547,599.64. The trade was a 20.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Insiders own 0.65% of the company’s stock.
Vulcan Materials Stock Up 0.2% NYSE:VMC opened at $280.20 on Monday. The company has a current ratio of 2.59, a quick ratio of 1.89 and a debt-to-equity ratio of 0.51. The stock has a 50 day moving average of $286.78 and a 200-day moving average of $290.55. The firm has a market capitalization of $36.36 billion, a PE ratio of 33.32, a price-to-earnings-growth ratio of 2.01 and a beta of 1.05. Vulcan Materials Company has a 52 week low of $252.35 and a 52 week high of $331.09.
Vulcan Materials (NYSE:VMC – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The construction company reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.25. Vulcan Materials had a return on equity of 12.95% and a net margin of 13.81%.The business had revenue of $1.76 billion for the quarter, compared to the consensus estimate of $1.64 billion. During the same quarter last year, the business posted $1.00 EPS. The business’s revenue was up 7.4% on a year-over-year basis. Analysts predict that Vulcan Materials Company will post 9.3 EPS for the current year.
Vulcan Materials Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 2nd. Shareholders of record on Thursday, August 13th will be given a $0.52 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $2.08 annualized dividend and a yield of 0.7%. Vulcan Materials’s dividend payout ratio (DPR) is currently 24.73%.
Vulcan Materials Company Profile (Free Report)
Vulcan Materials Company (NYSE: VMC) is a U.S.-based producer of construction materials that supplies the building and infrastructure markets. The company’s primary products include construction aggregates such as crushed stone, sand and gravel, as well as asphalt mixes and ready-mixed concrete. These materials are used in a wide range of projects including highways, commercial and residential construction, and public infrastructure.
Vulcan operates an integrated network of quarries, asphalt plants and concrete facilities to produce and deliver materials to contractors, municipalities and private developers.
See Also Five stocks we like better than Vulcan Materials RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit Want to see what other hedge funds are holding VMC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vulcan Materials Company (NYSE:VMC – Free Report).
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Společnost Apollo Funds se dohodla na investici 1,5 miliardy USD do fondu Keppel Offshore Fund, který bude držet portfolio offshore energetických aktiv spravovaných společností Keppel.
July 27, 2026 09:07 ET | Source: Apollo Global Management, Inc.
SINGAPORE and NEW YORK, July 27, 2026 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds and affiliates (“Apollo Funds”) have agreed to invest $1.5 billion into Keppel Ltd.’s (SGX: BN4) Keppel Offshore Fund, LP (“the Fund”), that will hold a portfolio of offshore energy assets, managed by Keppel.
Keppel is a Singapore-headquartered global asset manager and operator with strong expertise in areas of infrastructure, real estate and connectivity, overseeing S$95 billion in funds under management. The transaction, rated investment grade and one of the first of its kind in Southeast Asia, takes place as the region’s offshore energy market sees increased growth supported by high utilization rates and long-term demand trends.
“As one of the first transactions of its kind in Southeast Asia, this partnership with Keppel demonstrates growing global demand among leading companies for high-grade capital solutions that advance strategic objectives,” said Jamshid Ehsani, Partner at Apollo. “Keppel has firmly established itself as one of the region’s premier asset managers and infrastructure operators, and we are pleased to support their efforts to address global energy security, leveraging our scaled permanent capital base and structuring expertise.”
Loh Chin Hua, Chief Executive Officer of Keppel, said: “We are pleased to welcome Apollo as an investment partner while we continue to manage this strong portfolio of assets. We believe long-term tailwinds in the market may offer our clients the opportunity for attractive risk-adjusted returns, and we look forward to working alongside Apollo to support the growth of the Fund as well as the energy security needs of markets around the world.”
Since 2020, Apollo has originated over $100 billion of bespoke capital solutions for leading companies such as Sony, Intel, bp, Broadcom, Air France-KLM, AB InBev and more. This transaction also underscores Apollo's deliberate strategy to partner with regional banks, combining structuring expertise and a permanent capital base with deep corporate relationships and market reach, to originate and deliver innovative solutions for companies across Asia Pacific.
The transaction is subject to customary closing conditions, including the receipt of applicable regulatory approvals.
Entities of SMBC Group are acting as debt advisor and placement agent to Apollo Funds. Latham & Watkins is serving as legal counsel for Apollo Funds and Milbank LLP is serving as investor’s counsel on the transaction. Clifford Chance is serving as legal counsel to Keppel.
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of March 31, 2026, Apollo had approximately $1.03 trillion of assets under management. To learn more, please visit www.apollo.com.
About Keppel Ltd.
Keppel Ltd. (SGX:BN4) is a global asset manager and operator with strong expertise in sustainability-related solutions spanning the areas of infrastructure, real estate and connectivity. Headquartered in Singapore, Keppel operates in more than 20 countries worldwide, providing critical infrastructure and services for renewables, clean energy, decarbonisation, sustainable urban renewal and digital connectivity. Keppel creates value for investors and stakeholders through its quality investment platforms and diverse asset portfolios, including private funds and listed real estate and business trusts.
Contact
Noah Gunn
Global Head of Investor Relations
(212) 822-0540 [email protected]
Joanna Rose
Global Head of Corporate Communications
(212) 822-0491 [email protected]
Key Takeaways Hexcel's Q2 earnings estimate of 56 cents per share implies year-over-year growth of 12%.Higher Airbus, Boeing, business jet and defense demand may have supported Hexcel's results.Increased R&D spending and restructuring costs likely pressured Hexcel's bottom-line performance. Hexcel Corporation (HXL - Free Report) is scheduled to release second-quarter 2026 results on July 29, after market close. The company delivered an earnings surprise of 40.48% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors That Might Have Impacted HXL's Q2 EarningsHexcel’s second-quarter 2026 earnings are likely to have benefited from improving commercial aerospace demand, driven by higher production rates across major Airbus and Boeing programs. Higher demand from business and regional jets, along with steady demand across defense programs, is also expected to have contributed to the company’s quarterly performance.
HXL’s earnings are anticipated to have gained from improving operating leverage, aided by higher production volumes and better capacity utilization. A robust commercial aircraft backlog, coupled with growing adoption of lightweight composite materials, is likely to have further supported quarterly performance.
However, higher operating expenses, primarily due to increased research and development spending and restructuring-related costs, are likely to have weighed on the company's bottom-line performance.
Q2 Expectations for HXLThe Zacks Consensus Estimate for earnings is pegged at 56 cents per share, which indicates year-over-year growth of 12%.
The Zacks Consensus Estimate for revenues is pinned at $521.7 million, which suggests a year-over-year rise of 6.5%.
What Our Quantitative Model Predicts for HXLOur proven model predicts an earnings beat for Hexcel this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
Other Stocks to ConsiderInvestors may consider the following players from the same industry, as these also have the right combination of elements to post an earnings beat this reporting cycle.
Woodward, Inc. (WWD - Free Report) is expected to report its fiscal third-quarter 2026 earnings on July 29, after market close. It has an Earnings ESP of +5.10% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for WWD’s earnings is pegged at $2.39 per share, indicating year-over-year growth of 35.8%. The consensus estimate for its sales stands at $1.11 billion, calling for a year-over-year increase of 21.7%.
Curtiss-Wright Corporation (CW - Free Report) is set to report second-quarter 2026 earnings on Aug. 5, after market close. It has an Earnings ESP of +0.36% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.62 per share, suggesting a year-over-year rise of 12.1%. The consensus estimate for its sales stands at $930.6 million, implying a year-over-year increase of 6.2%.
ATI Inc. (ATI - Free Report) is expected to report its second-quarter 2026 earnings on Aug. 6, before market open. It has an Earnings ESP of +1.32% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for ATI’s earnings is pegged at $1.03 per share, suggesting year-over-year growth of 39.2%. The consensus estimate for its sales stands at $1.22 billion, calling for a year-over-year jump of 7%.
Nebius Group posílila o 2,36 % na 192,22 USD po pátečním propadu zhruba o 10 % kvůli výprodeji AI infrastrukturních titulů. Firma navíc oznámila senior secured debt facility za zhruba 775 milionů USD.
Nebius Group shares are powering higher. Why is NBIS stock up today? Friday’s drop was tied to a broad, sector-wide rotation out of high-multiple AI infrastructure stocks, which pushed NBIS down about 10% in that session even as the S&P 500 was modestly higher.
The company also recently announced a roughly $775 million senior secured debt facility led by MUFG and backed by deployed GPU infrastructure, alongside an "asset-light" partnership model aimed at scaling AI capacity.
Management framed the financing as a step toward "strong and durable margins," while the asset-light model was pitched as a way for partners to benefit from "explosive growth of AI."
With futures pointing higher pre-bell, NBIS is participating in the risk-on tone, but the chart still reflects a market that’s been quick to de-risk the AI infrastructure trade when volatility picks up.
That push-pull is showing up as hyperscalers admit demand is still outrunning supply, with Google Cloud revenue up 82% year-over-year in Q2 as AI infrastructure spend accelerates.
Critical Levels To Watch for NBIS StockThe longer-term trend still leans bullish: the stock is about 41% above its 200-day SMA ($139.95) and about 9.6% above its 100-day SMA ($180.08), even after the recent pullback from the June swing high and 52-week high ($299.86). The near-term picture is weaker, with price about 7.4% below the 20-day SMA ($213.15) and about 13% below the 50-day SMA ($226.92), which is consistent with a rebound that can be choppy.
MACD is the cleaner momentum lens right now: it’s below its signal line and the histogram is negative, which typically means upside pressure is cooling unless buyers can push the trend back above that baseline. In plain terms, MACD vs. its signal line helps gauge whether momentum is building or fading, and right now it’s leaning toward "fading" despite today’s bounce attempt.
Key Resistance: $233.50 — a nearby rebound ceiling that sits close to the 50-day SMA area ($226.92), where rallies can stall Key Support: $164.50 — a prior demand zone that sits well above the 200-day SMA ($139.95), making it a key "line in the sand" if selling returns What Is Nebius Group and Its Business Model?Nebius is a vertically integrated cloud provider focusing on AI and high-performance computing. It is a carve-out of the previous Russian tech firm Yandex, following the Russian sanctions since the Ukraine-Russia war.
Nebius has also been framed as an under-the-radar AI infrastructure play, with GraniteShares CEO Will Rhind pointing to triple-digit revenue growth, Nvidia’s $2 billion investment, and the company’s addition to the Nasdaq-100 as reasons it could be overlooked. That longer-duration bull case is captured in one of the more prominent "missed AI stock" takes circulating among thematic ETF watchers.
Nebius Group Earnings Preview for August 2026The countdown is on: Nebius Group N.V. Class A Ordinary Shares is set to report earnings on August 10, 2026 (estimated).
EPS Estimate: Loss of 73 cents (Down from a loss of 38 cents YoY) Revenue Estimate: $576.67 million (Up from $105.10 million YoY) Valuation: P/E of 72.5x (Indicates premium valuation relative to peers) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $232.08 (high: $410.00; low: $129.00) across 20 analysts. Recent analyst moves include:
Baird: Initiated with Outperform (Target $250.00) (July 22) Northland Capital Markets: Outperform (Raises Target to $410.00) (July 20) Freedom Capital Markets: Upgraded to Buy (Raises Target to $200.00) (July 20) Nebius Group Benzinga Edge Scorecard AnalysisBelow is the Benzinga Edge scorecard for Nebius Group N.V. Class A Ordinary Shares, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 98.76) — The stock’s longer-term trend strength is still dominating, even with recent volatility. Value: Weak (Score: 4.99) — The market is pricing in a lot of future growth, leaving less room for error if expectations slip. The Verdict: Nebius Group N.V. Class A Ordinary Shares’ Benzinga Edge signal reveals a momentum-driven story with a stretched valuation profile. For longer-term bulls, the key question is whether the stock can reclaim the $213–$227 moving-average zone without breaking down toward deeper support.
NBIS Stock Price MovementNBIS Stock Price Activity: Nebius Group shares were up 2.36% at $192.22 on Monday, according to Benzinga Pro data.
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Hut 8 stock is moving in positive territory. Why are HUT shares climbing? Earnings Preview & HistoryHut 8 is scheduled to report second-quarter earnings on August 4. Analysts estimate a loss of 33 cents per share along with revenue of $79.75 million. For the prior quarter, Hut 8 reported a loss of $1.98 per share, missing the consensus estimate of a loss of 34 cents per share. The company also posted revenue of $71.02 million, below the consensus estimate of $81.28 million.
What to WatchInvestors will be closely tracking construction progress at River Bend and Beacon Point, Hut 8’s two major AI data center campuses, since neither is expected to contribute meaningfully to revenue until 2027. Updates on the company’s 8,375-megawatt development pipeline will also be in focus, as investors gauge how much additional capacity can convert into long-term leases.
Bitcoin mining and digital asset mark-to-market swings should draw attention too, since unrealized crypto fluctuations have driven outsized net losses even as the business shifts toward AI infrastructure.
From a trend perspective, the stock is still in a strong long-term uptrend: it’s trading 64.7% above the 200-day SMA ($68.62) and 28.3% above the 100-day SMA ($88.06). The nearer-term picture is more mixed, with shares only 1.4% above the 50-day SMA ($111.45) while still 7.3% above the 20-day SMA ($105.30).
RSI is the cleaner momentum read right now, sitting at 51.72, which points to neutral momentum after the stock cooled off from earlier overbought conditions (RSI pushed above 70 in May). In plain terms, RSI helps gauge whether a move is getting stretched; near-52 suggests the stock is closer to "range/decision point" than "overheated."
The moving-average structure also explains the tug-of-war: the 20-day SMA remains below the 50-day SMA (a bearish short-term crossover), even as the 50-day SMA stays above the 200-day SMA (a bullish longer-term backdrop). That combination often produces choppy trading where dips get bought, but breakouts need confirmation.
Key Resistance: $130.00 — a round-number area that sits below the $140.80 52-week high and can act as a spot where rebounds stall Key Support: $104.50 — a nearby floor that lines up closely with the 20-day SMA/EMA zone, making it a practical "trend support" level Analyst Consensus & Recent Actions The stock carries a Buy rating with an average price forecast of $143.33. Recent analyst moves include:
Morgan Stanley: Initiated with Overweight (Target $263.00) (July 23) Benchmark: Buy (Raises Target to $195.00) (July 22) Rosenblatt: Buy (Maintains Target to $124.00) (July 21) Hut Shares Trade HigherHUT Price Action: At the time of publication, Hut shares are trading 2.31% higher at $112.53, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Oklo získala od amerického ministerstva energetiky povolení zahájit zavážení paliva, startovací testy a provoz svého testovacího reaktoru Groves Isotope Test Reactor. Akcie v premarketu vzrostly o 3,20 % na 41,54 USD.
Oklo stock is gaining positive traction. What’s pushing OKLO stock higher? What Is Driving Oklo’s Stock Momentum?A key backdrop is concern that the AI-driven data-center buildout is pushing electricity prices higher nationwide, which keeps the "new power supply" theme in focus for traders. That macro framing matters for Oklo because its valuation tends to move with expectations for sustained, high-load power demand from hyperscalers.
Additionally, Oklo last week received authorization from the U.S. Department of Energy to begin fuel loading, startup testing and operations for its Groves Isotope Test Reactor, a privately financed facility built on private land.
This low-power test reactor is a key step in Oklo’s plan to produce critical isotopes domestically and serves as a model for future commercial deployments of its advanced nuclear technology.
Critical Price Levels To Watch For OKLOEven with the premarket bounce, the longer-term chart is still heavy: the stock is trading 11.8% below its 20-day SMA ($47.00), 25.8% below its 50-day SMA ($55.83), and 47.1% below its 200-day SMA ($78.33). That distance from the major averages usually means rallies can run into overhead supply quickly, because prior buyers may look to sell into strength.
Trend structure also remains bearish, with the 20-day SMA below the 50-day SMA and a "death cross" (50-day SMA below the 200-day SMA) that occurred in February. From a momentum standpoint, MACD is below its signal line with a negative histogram, which typically means upside pressure is fading unless buyers can force a sustained turn back above that baseline.
The stock is also sitting just above the bottom of its 52-week range (low: $39.53 vs. current: $41.40), which can attract dip-buying but also highlights how little room there is before price revisits the lows. The most recent swing low was in July, so bulls generally want to see higher lows form above that area to argue the downtrend is easing.
Key Support: $39.50 — a nearby level where buyers previously stepped in, sitting right on the 52-week low zone. How Oklo Inc. Is Innovating Nuclear EnergyOklo is developing fission power plants aimed at delivering clean, reliable, and affordable energy at scale. It’s pursuing two tracks: selling commercial-scale power to customers and offering used nuclear fuel recycling services in the U.S. market.
The company plans to commercialize liquid metal fast reactor technology through its Aurora powerhouse product line. Its first commercial Aurora powerhouse is designed to produce up to 15 megawatts of electricity (MWe) using either recycled nuclear fuel or fresh fuel, which is why headlines tying nuclear buildouts to AI data-center demand can move the stock quickly.
Oklo’s AI-data-center angle is also being judged against broader market pressure on AI spending, after Big Tech earnings sparked concerns about sharply higher capex and weakening free cash flow. That risk backdrop can spill into "AI power" names even when the catalyst is positive, especially with Brent crude moving above $100 per barrel and reviving inflation sensitivity across growth trades.
Oklo Inc. Earnings Preview for August 2026The countdown is on: Oklo Inc. is set to report earnings on August 7, 2026 (confirmed).
EPS Estimate: Loss of 16 cents (Up from loss of 18 cents YoY) Revenue Estimate: $77,350 (Up from $0.00 million YoY) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $92.40 (high: $138.00; low: $55.00) across 22 analysts. Recent analyst moves include:
Barclays: Overweight (Lowers Target to $76.00) (July 23) Truist Securities: Initiated with Hold (Target $55.00) (July 14) Guggenheim: Initiated with Neutral (June 25) What Would $1,000 Invested In OKLO Be Worth Today?A $1,000 investment in Oklo Inc. on May 10, 2024 would have grown to $2,597 by July 24, 2026 — a 159.7% return over the roughly 2.2-year span. The stake swung between $361 and more than $11,000, ending well below its 2025 peak.
The ride started with Oklo at $8.45 on May 10, 2024, before sliding to its period low on September 3, 2024. Momentum later accelerated, pushing the position to its period high on October 14, 2025, but the path included a maximum drawdown of -76.9%. By May 11, 2026, the $1,000 stake had reached $5,041 before settling at $2,597 by July 24, 2026.
On an annualized basis, Oklo’s 21% return outpaced the S&P 500’s 7.2% and the Nasdaq 100’s 9.1% over the same holding period. Among the listed peers, NuScale Power Corporation was the closest comparator at 15.3% annualized.
Oklo Inc. has a market capitalization of about $7.19 billion.
OKLO Stock Price Activity During PremarketOKLO Stock Price Activity: Oklo shares were up 3.20% at $41.54 during premarket trading on Monday, according to Benzinga Pro data.
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Bitmine oznámila, že drží 5,787,414 ETH v hodnotě 11,8 miliardy USD a je na 96 % cesty k cíli „Alchemy of 5 %“. Firma zároveň za týden odkoupila 6,1 milionu akcií.
Bitmine owns 4.8% of the total ETH coin supply of 120.7 million
Bitmine is 96% of the way to the 'Alchemy of 5%' in just 13 months
Bitmine repurchased 6.1 million common stock in the past week, authorized under the previously announced $4 billion share repurchase program
Bitmine was added to the Russell 1000 Large-cap index on June 26, 2026
Bitmine's Series A Preferred Stock is trading on the NYSE under the symbol BMNP
Bitmine has 4,917,189 staked ETH, representing $9.6 billion at $1,948 per ETH. MAVAN (Made in America VAlidator Network) is a premier Ethereum staking destination for BMNR and institutional investors
Bitmine owns $61 million of Eightco (NASDAQ: ORBS), now one of the only publicly listed equities in the world to provide investors indirect exposure to OpenAI
Bitmine Crypto + Total Cash Holdings & Marketable Securities + "Moonshots" total $11.8 billion, including 5.78 million ETH tokens, total cash & marketable securities of $268 million, and other crypto holdings
Bitmine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support Bitmine's goal of acquiring 5% of ETH
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ("Bitmine" or the "Company") a Bitcoin and Ethereum Network company with a focus on the accumulation of crypto for long term investment, today announced Bitmine crypto + total cash & marketable securities + "moonshots" holdings totaling $11.8 billion.
Bitmine Weekly Update
POLYMARKET: Clarity Act signed into law in 2026?
ETH prices at 10-week high
STAKING: BMNR now staking over 4.9 million ETH as of July 26, 2026
ALCHEMY of 5%: BMNR ranked #171 by 5D avg daily $ volume
As of July 26, 2026 at 7:00pm ET, the Company's crypto holdings are comprised of 5,787,414 ETH at $1,948 per ETH (per CoinbaseNASDAQ: COIN), 208 Bitcoin (BTC), $180 million stake in Beast Industries, $61 million stake in Eightco Holdings (NASDAQ: ORBS) ("moonshots") and total cash & marketable securities of $268 million. Bitmine's ETH holdings are 4.8% of the ETH supply (of 120.7 million ETH).
"Bitmine repurchased 6.1 million shares of common stock in the past week, an increase from the 5.5 million purchased the week prior. We increased our equity buyback as we view the rising ETH/BTC ratio, despite the falling odds of passage of the Clarity Act in 2026, as a sign crypto prices are strengthening. In fact, this ratio is now at a 3-month high at 0.3000, which we believe bodes well for future strengthening of ETH prices," stated Thomas "Tom" Lee, Chairman of Bitmine.
"ETH prices are now reaching a 10-week high and as many technical strategists have highlighted, we believe the next key levels to clear are $2,000 and $2,500 for ETH. Our advisor, Tom DeMark of DeMark Analytics, sees these levels as near-term targets if the comparison of ETH to S&P 500 post-Oct 1987 continues to hold," continued Lee.
"With over 11 million shares of common stock repurchased, Bitmine has executed the largest ever common stock buyback for any ETH or Bitcoin Digital Asset Treasury," stated Lee. Since July 1, 2026, Bitmine has repurchased 11.6 million shares of common stock under the previously authorized $4 billion share repurchase program.
"Over the past week, we acquired 9,946 ETH. Bitmine has bought ETH every week since the inception of the ETH Treasury Strategy on June 30, 2025," stated Lee.
On July 16, 2026, Bitmine released the latest Chairman's Message (link here) for July 2026. The title of the Message is "ETH is the cure for the Uncanny Valley of Wealth."
Earlier in 2026, Bitmine launched MAVAN (the Made in American VAlidator Network), the institutional grade staking platform. While MAVAN was originally developed to support Bitmine's own Ethereum treasury, MAVAN intends to expand to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure. A portion of Bitmine's ETH is already staked on the MAVAN platform.
As of July 26, 2026, Bitmine total staked ETH stands at 4,917,189 ($9.6 billion at $1,948 per ETH). "Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $299 million on an annualized basis (using 2.65% 7-day BMNR yield)," stated Lee.
"Annualized staking revenues are now projected at $254 million. And this 4.9 million ETH is 85% of the 5.79 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.65% (annualized)," continued Lee.
Bitmine's crypto holdings reign as the #1 Ethereum treasury and #2 global treasury, behind Strategy Inc. (NASDAQ: MSTR), which reportedly owns 843,775 BTC valued at approximately $59 billion. Bitmine remains the largest ETH treasury in the world.
Bitmine is one of the most widely traded stocks in the US. According to data from Fundstrat, the stock has traded average daily dollar volume of $597 million (5-day average, as of July 24, 2026), ranking #171 in the US, behind Hewlett Packard Enterprise (rank #170) and ahead of HCA Healthcare (rank #172) among 5,704 US-listed stocks (statista.com and Fundstrat research).
Bitmine management believes the GENIUS Act and Securities and Exchange Commission's (the "SEC") Project Crypto are as transformational to financial services in 2025 as US action on August 15, 1971 ending Bretton Woods and the USD on the gold standard 54 years ago. This 1971 event was the catalyst for the modernization of Wall Street, creating the iconic Wall Street titans and financial and payment rails of today. These proved to be better investments than gold.
The Chairman's message can be found here:
https://www.Bitminetech.io/chairmans-message
The Fiscal Full Year 2025 Earnings presentation and corporate presentation can be found here: https://Bitminetech.io/investor-relations/
To stay informed, please sign up at: https://Bitminetech.io/contact-us/
About Bitmine
Bitmine (NYSE: BMNR) is a Bitcoin miner with operations in the US. The company is deploying its excess capital to be the leading Ethereum Treasury company in the world, implementing an innovative digital asset strategy for institutional investors and public market participants. Guided by its philosophy of "the alchemy of 5%," the Company is committed to ETH as its primary treasury reserve asset, leveraging native protocol-level activities including staking and decentralized finance mechanisms. The Company launched MAVAN (Made-in America VAlidator Network), a dedicated staking infrastructure for Bitmine assets, in 2026.
For additional details, follow on X:
https://x.com/bitmnr
https://x.com/fundstrat
Forward Looking Statements
This press release contains statements that constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. The statements in this press release that are not purely historical are forward-looking statements which involve risks and uncertainties. These forward-looking statements can be identified by terms such as "expects," "projects," "projected," "intends," "believes," "anticipates," "estimates," and similar expressions. This document specifically contains forward-looking statements regarding: (i) the Company's goals regarding ETH acquisition, including the "Alchemy of 5%" initiative and the statement that Bitmine is 96% of the way to this goal; (ii) the Company's digital asset accumulation strategy and staking operations, including the statement that Bitmine has 4,917,189 staked ETH representing $9.6 billion, projected annualized ETH staking rewards of approximately $299 million (when Bitmine's ETH is fully staked by MAVAN and its staking partners), and current projected annualized staking revenues of approximately $254 million; (iii) MAVAN's intended expansion to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure; (iv) the Company's continued commitment to acquire ETH weekly under its ETH Treasury Strategy; (v) management's belief that the GENIUS Act and SEC Project Crypto are as transformational to financial services as US action on August 15, 1971 ending Bretton Woods and the USD gold standard; (vi) expectations regarding the $4 billion share repurchase program and its accretive value to shareholders, including statements that Bitmine has executed the largest ever common stock buyback for any ETH or Bitcoin Digital Asset Treasury; (vii) statements regarding expected ETH price levels and technical targets, including expectations that the next key levels to clear are $2,000 and $2,500 for ETH; (viii) statements regarding the Company's investment in Eightco Holdings as providing indirect exposure to OpenAI; (ix) beliefs regarding the ETH/BTC ratio being at a 3-month high and expectations that this bodes well for future strengthening of ETH prices; and (x) the future growth and advancement of the Company's Ethereum treasury strategy. In evaluating these forward-looking statements, you should consider various factors, including: Bitmine's ability to keep pace with new technology and changing market needs; Bitmine's ability to finance its current business, Ethereum treasury operations, share repurchase activities, and proposed future business; the competitive environment of Bitmine's business; market conditions affecting the trading price of the Company's common stock and Series A Preferred Stock; regulatory developments affecting digital assets, including the ultimate enactment and implementation of the GENIUS Act and other pending legislation and SEC initiatives; the volatility and unpredictability of digital asset prices; the performance, reliability, and security of the Company's staking operations; risks related to AI systems and their impact on cryptocurrency markets; and the future value of Bitcoin and Ethereum. Actual future performance outcomes and results may differ materially from those expressed in forward-looking statements. Forward-looking statements are subject to numerous conditions, many of which are beyond Bitmine's control, including those set forth in the Risk Factors section of Bitmine's Form 10-K filed with the SEC on November 21, 2025, as well as all other SEC filings, as amended or updated from time to time. Copies of Bitmine's filings with the SEC are available on the SEC's website at www.sec.gov. Bitmine undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.
Flagstar Bank, N.A. vyhlásila čtvrtletní hotovostní dividendu ve výši 0,01 USD na kmenovou akcii. U tří emisí preferenčních akcií rovněž oznámila čtvrtletní dividendy.
, /PRNewswire/ -- Flagstar Bank, N.A. (NYSE: FLG) (the "Bank") today announced that its Board of Directors declared a quarterly cash dividend of $0.01 per share on the Bank's common stock. The dividend is payable on September 17, 2026, to common stockholders of record as of September 7, 2026.
In addition, the Board of Directors declared quarterly cash dividends on three series of its preferred stock.
A quarterly cash dividend on its Fixed-to-Floating Rate Noncumulative Perpetual Preferred Stock, Series A (NYSE: FLG PRA) at the rate of $15.94 per preferred share, which equates to $0.3984 for each depositary share. Each depositary share represents a 1/40th ownership interest in a share of the Series A preferred stock. The dividend is payable on September 17, 2026, to holders of record of Series A preferred stock as of September 7, 2026. A quarterly cash dividend on its Series B Noncumulative Convertible Preferred Stock of $3.3333 per share. The dividend is payable on September 17, 2026, to holders of record of Series B preferred stock as of September 7, 2026. A quarterly cash dividend on its Series D Non-Voting Common Equivalent Stock of $3.3333 per share. The dividend is payable on September 17, 2026, to holders of record of Series D preferred stock as of September 7, 2026. Flagstar Bank, N.A.
Flagstar Bank, N.A. is one of the largest regional banks in the country and is headquartered in Hicksville, New York. At June 30, 2026, the Bank had $87.7 billion of assets, $61.2 billion of loans, deposits of $67.5 billion, and total stockholders' equity of $8.1 billion. Flagstar Bank, N.A. operates approximately 340 locations across nine states, with strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast.
Investor Contact:
Salvatore J. DiMartino
(516) 683-4286
Swarmer uzavřel s Brightline Interactive memorandum o porozumění ohledně společného vývoje, integrace technologií a sdílených obranných příležitostí v USA. Cílem je propojit rojovou autonomii Swarmeru s interoperabilní platformou SpatialCore.
Agreement combines Swarmer's combat-proven swarm autonomy software with Brightline's SpatialCore interoperability platform for joint development, technology integration and shared U.S. defense opportunities July 27, 2026 08:00 ET | Source: Swarmer
AUSTIN, Texas, July 27, 2026 (GLOBE NEWSWIRE) -- Swarmer, Inc (Nasdaq: SWMR) ("Swarmer" or the "Company"), a drone autonomy software company whose technology has supported more than 100,000 real-world combat missions in Ukraine since April 2024, today announced it has signed a memorandum of understanding with Brightline Interactive, a subsidiary of The Glimpse Group. Brightline is a physical AI and spatial computing company that produces SpatialCore, an open standards-based interoperability and operational context platform that enables autonomous systems, AI agents, sensors and digital twins to operate from a shared understanding of the physical world. The agreement covers joint research and development, integration of the two companies' technologies and the pursuit of shared business opportunities through Brightline’s existing relationships and contracting vehicles with the Department of War.
Under the agreement, Swarmer will contribute its autonomy and swarm coordination software, along with years of battle-tested expertise in swarm behavior. Brightline will integrate Swarmer's technology with SpatialCore to expand access to diverse real-world operational data for AI model training and accelerate model development. Brightline also will provide SpatialCore's data and communications interoperability layer, support integration of Swarmer's autonomy software across its ecosystem of connected platforms and programs and leverage its established U.S. defense contracting pathways and customer relationships.
“At Swarmer, we believe that the future of warfare will rely on artificial intelligence and the process of training AI models relies heavily on data,” said Alex Fink, President and US CEO of Swarmer. “Combining SpatialCore with Swarmer’s platform could provide access to operational data from virtually any drone, including manufacturers not yet integrated with us. Beyond our own missions, this could unlock data captured during tens of millions of missions flown industry-wide on other platforms that SpatialCore can address, to improve our AI models and iterate faster than ever before.”
With more than seven million drones projected to be manufactured worldwide this year, the defining challenge is enabling large numbers of drones to work together autonomously. Artificial intelligence requires large volumes of high-quality operational data to continuously train and improve models. Together, the companies intend to address complementary aspects of that challenge by combining interoperability with autonomous swarm coordination.
“Millions of drones are projected to be manufactured every year, and we believe no single company will solve autonomy in isolation,” said Tyler Gates, President and Chief Executive Officer of Brightline Interactive. “Scale only matters if these systems can work together seamlessly, which is the gap SpatialCore closes. Integrating Swarmer's combat-proven coordination with SpatialCore's interoperability layer will allow us to give our customers an extended shared operational picture across a much broader set of platforms. This expands both the volume and quality of real-world operational data available to train and improve AI models which will allow us to pursue joint market opportunities together.”
About Brightline Interactive
Brightline Interactive, a subsidiary of The Glimpse Group (Nasdaq: GGRP), builds SpatialCore, an open standards-based interoperability and operational context platform that enables autonomous systems, AI agents, sensors and digital twins to operate from a shared understanding of the physical world. SpatialCore is built on open data standards backed by NVIDIA, Apple, and the major robotics and simulation platforms. Brightline holds Cooperative Research and Development Agreements with the DOW and is a prime contractor through an OTA with the United States Navy. Brightline is the operating subsidiary of the Glimpse Group (Nasdaq: GGRP). For more information, visit www.brightlineinteractive.com.
About Swarmer
Swarmer™ (Nasdaq: SWMR) is a defense technology company that specializes in vendor-agnostic software which allows one operator to intuitively control hundreds of autonomous platforms in real time. Swarmer’s primary mission areas include autonomous swarm coordination, integration of multi-domain unmanned systems and AI-powered autonomy software for distributed operations. Swarmer is not a drone manufacturer and does not depend on any single platform, supplier or hardware lifecycle. Instead, Swarmer operates at the intelligence layer, developing autonomy, coordination and decision-making software that enables large numbers of low-cost unmanned systems to operate collectively as one coherent, resilient force. Swarmer’s technology has been rigorously validated in real-world kinetic environments and was first deployed in combat operations in Ukraine in April 2024. Since then, it has completed more than 100,000 combat missions, generating terabytes of proprietary data that informs its machine-learning models and enables the replication of advanced pilot performance at scale. Swarmer’s routine use in combat missions generates continuous streams of telemetry, sensor data and operational feedback which are then used to refine performance, increase resilience and accelerate learning. Swarmer has headquarters in Austin, Texas, and maintains operations and teams in Ukraine, Poland and Estonia.
Cautionary Statement on Forward-Looking Statements
This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995, including statements related to Swarmer’s, The Glimpse Group’s and Brightline Interactive’s strategy, market position, product development, partnership activities, and business expansion plans. The words “believe,” “aim,” “intend,” “could,” “will,” and similar expressions, or the negative of these words or other similar terms are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Any forward-looking statements in this press release are based upon the current plans and strategies of Swarmer, Inc., The Glimpse Group, Inc. and Brightline Interactive and reflect their current assessment of the risks and uncertainties related to their businesses as of the date of this press release. Each of Swarmer and The Glimpse Group assumes no obligation to update any forward-looking statements contained in this press release, except as required by law. Such statements are subject to known and unknown risks, uncertainties, and assumptions, and actual results could differ materially from those expressed or implied. Factors that may cause actual results to differ materially include, without limitation, market conditions, competitive developments, and the other risks detailed in Swarmer’s and The Glimpse Group’s respective periodic reports filed with the SEC, including their most recent Annual Reports on Form 10-K and subsequent Quarterly Reports on Form 10-Q.
ReNU syndrome was discovered in 2024 and there are no medicines approved for the condition
Collaboration combines BioMarin's leadership in genetic medicines with n-Lorem's pioneering antisense expertise
Investigational antisense oligonucleotide (ASO) aims to address the underlying genetic cause of this serious neurodevelopmental condition
, /PRNewswire/ -- BioMarin Pharmaceutical Inc. (Nasdaq: BMRN) and n-Lorem Foundation, a nonprofit organization, today announced a strategic collaboration and global exclusive license agreement to develop a first-in-disease, antisense oligonucleotide (ASO) medicine for people living with ReNU syndrome, a serious and rare neurodevelopmental condition caused by variants in the RNU4-2 gene.
Under the agreement, BioMarin and n-Lorem will collaborate to advance an investigational ASO candidate targeting the RNU4-2 (n.64_65insT) variant, which is estimated to account for approximately 75% of ReNU syndrome cases. ReNU syndrome was first discovered in 2024 by an international team of geneticists led by Dr. Nicola Whiffin at the University of Oxford's Big Data Institute and Dr. Ernest Turro at the Mt. Sinai Icahn School of Medicine. There are currently no approved medicines that address the underlying cause of disease.
Both BioMarin and n-Lorem will conduct preclinical studies and collaborate to select the lead candidate to move forward in clinical studies.
"ReNU syndrome was identified as a distinct genetic condition in 2024, thanks in large part to the pioneering efforts of families, advocates and researchers who helped raise awareness and accelerate understanding of this condition," said Kevin Eggan, Ph.D., Chief Scientific Officer at BioMarin. "For many families, a ReNU diagnosis can finally provide answers, but currently there are no approved medicines that address the underlying cause of the disease. By combining BioMarin's expertise in genetic medicines with n-Lorem's pioneering antisense capabilities, we aim to bring the first treatment option for people living with ReNU syndrome."
The n-Lorem Foundation typically focuses on conditions with a very small number of individuals (approximately 30 people or less) worldwide. When a program has the potential to reach a broader population, the foundation seeks a partner such as BioMarin to support development. In the case of ReNU syndrome, the foundation began its program and accepted a number of patients with RNU4-2 to initiate individualized clinical trials in the coming months. Through this new collaboration, BioMarin will lead the development of the investigational medicine for the wider ReNU syndrome community.
"We are proud to partner with BioMarin, a company that shares our urgency and has the scientific, clinical, and commercial expertise to bring this innovative new medicine to better help people living with ReNU Syndrome globally," said Stanley T. Crooke, M.D., Ph.D., Founder, Chairman and CEO of n-Lorem. "Our commitment is to develop ASO medicines and, when we recognize the opportunity to support even more individuals, identify a partner that can advance our medicines to be commercially approved."
ReNU syndrome is a rare genetic neurodevelopmental condition associated with cognitive, language and adaptive behavioral impairments. ReNU syndrome is projected to be one of the leading monogenetic causes for developmental delay and impairment, with an expected global population of approximately 100,000.
About BioMarin
BioMarin is a leading, global rare disease biotechnology company focused on delivering medicines for people living with genetically defined conditions. Founded in 1997, the San Rafael, California-based company has a proven track record of innovation, with nine commercial therapies and a strong clinical and preclinical pipeline. Using a distinctive approach to drug discovery and development, BioMarin seeks to unleash the full potential of genetic science by pursuing category-defining medicines that have a profound impact on patients. To learn more, please visit www.biomarin.com.
About n-Lorem
n-Lorem Foundation is a non-profit organization established to apply the efficiency, versatility and specificity of antisense technology to charitably provide experimental antisense oligonucleotide (ASO) medicines to treat nano-rare patients diagnosed with diseases that are the result of a single genetic defect unique to only one or very few individuals. Nano-rare patients describe a very small group of patients (1-30 worldwide) who, because of their small numbers, have few if any treatment options. n-Lorem Foundation was created to provide hope to these nano-rare patients by developing individualized ASO medicines, which are short strands of modified DNA that can specifically target the transcripts of a defective gene to correct the abnormality. The advantage of experimental ASO medicines is that they can be developed rapidly, inexpensively and are highly specific. To date, n-Lorem received over 475 applications for treatment with more than 275 nano-rare patients approved. n-Lorem was founded by Stanley T. Crooke, M.D., Ph.D., former chairman and CEO of Ionis Pharmaceuticals, who founded Ionis Pharmaceuticals in 1989 and, through his vision and leadership, established the company as the leader in RNA-targeted therapeutics. For more information, please visit www.nlorem.org.
Forward-Looking Statements
This press release contains forward-looking statements about the business prospects of BioMarin Pharmaceutical Inc. (BioMarin), including without limitation, statements about: plans and expectations regarding the strategic collaboration and global exclusive license agreement between BioMarin and n-Lorem Foundation to develop a first-in-disease, antisense oligonucleotide (ASO) medicine for people living with ReNU syndrome; prospects and timing of actions relating to preclinical and clinical studies and approvals; and BioMarin's estimates regarding global population with ReNU syndrome as well as the prevalence of the RNU4-2 variant. These forward-looking statements are predictions and involve risks and uncertainties such that actual results may differ materially from these statements. These risks and uncertainties include, among others, results and timing of planned preclinical and clinical studies; the content and timing of decisions by the U.S. Food and Drug Administration, the European Medicines Agency, the European Commission and other regulatory authorities; and those factors detailed in BioMarin's filings with the Securities and Exchange Commission (SEC), including, without limitation, the factors contained under the caption "Risk Factors" in BioMarin's Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, as such factors may be updated by any subsequent filings with the SEC. Investors are urged not to place undue reliance on forward-looking statements, which speak only as of the date hereof. BioMarin is under no obligation, and expressly disclaims any obligation to update or alter any forward-looking statement, whether as a result of new information, future events or otherwise.
BioMarin® is a registered trademark of BioMarin Pharmaceutical Inc.
BioMarin Contacts:
Investors
Traci McCarty
BioMarin Pharmaceutical Inc.
(415) 455-7558
Media
Andrew Villani
BioMarin Pharmaceutical Inc.
(628) 269-7393
NANO Nuclear Energy získala od AFWERX kontrakt SBIR Phase I na vývoj systému KRONOS MMR™ pro potřeby U.S. Air Force. Firma to označila za další krok v obranné komercializaci své technologie.
New York, New York--(Newsfile Corp. - July 27, 2026) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or "the Company"), today announced it has been selected by AFWERX for a SBIR Phase I contract focused on NANO Nuclear's KRONOS MMR™ Energy System to address the most pressing challenges in the DAF. The Air Force Research Laboratory and AFWERX have partnered to streamline the Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) process by accelerating the small business experience through faster proposal to award timelines, changing the pool of potential applicants by expanding opportunities to small business and eliminating bureaucratic overhead by continually implementing process improvement changes in contract execution. The DAF began offering the Open Topic SBIR/STTR program in 2018 which expanded the range of innovations the DAF funded and now on July 21, 2026, NANO Nuclear Energy will start its journey to create and provide innovative capabilities that will strengthen the national defense of the United States of America.
James Walker, Chief Executive Officer of NANO Nuclear Energy, said: "This award represents another meaningful step in the continued advancement of NANO Nuclear's defense commercialization strategy. We now have multiple active engagements with the Department of the Air Force that demonstrate increasing confidence in our technology and technical capabilities. We believe these programs create valuable opportunities to showcase the KRONOS MMR™, while establishing relationships that may support future deployment opportunities across additional Air Force installations and the broader Department of War."
Jay Yu, Founder and Chairman of NANO Nuclear Energy, added: "Energy resilience has become a strategic priority across the U.S. military, and advanced microreactors have the potential to fundamentally change how critical installations are powered. This award is significant not only because it expands our opportunity with the Air Force, but because it represents continued commercial validation of our technology roadmap. As we continue executing on each of our Air Force programs, we believe NANO Nuclear is positioning itself as an emerging participant in what could become one of the most important long-term markets for advanced microreactor deployment."
The views expressed are those of the author and do not necessarily reflect the official policy or position of the Department of the Air Force, the Department of War, or the U.S. government.
About NANO Nuclear Energy, Inc.
NANO Nuclear Energy Inc. (NASDAQ: NNE) is a North American advanced technology-driven nuclear energy company seeking to become a commercially focused, diversified, and vertically integrated company across five business lines: (i) cutting edge portable and other microreactor technologies, (ii) nuclear fuel supply chain, (iii) nuclear fuel transportation, (iv) nuclear applications for space and (v) nuclear industry consulting services.
Led by a world-class nuclear engineering team, NANO Nuclear's reactor products in development include the proprietary KRONOS MMR™ Energy System, a stationary high-temperature gas-cooled reactor that is in construction permit pre-application engagement U.S. Nuclear Regulatory Commission (NRC) in collaboration with University of Illinois Urbana-Champaign, "ZEUS", a portable solid core battery reactor, and the space focused, portable LOKI MMR™, each representing advanced developments in clean energy solutions that are portable, on-demand capable, advanced nuclear microreactors.
Advanced Fuel Transportation Inc. (AFT), a NANO Nuclear subsidiary, bolstered by the May 2026 acquisition of Secured Transportation Services (STS), is led by former executives from the largest transportation company in the world and provides nuclear engineering and materials transport services in the U.S. and globally. Through NANO Nuclear, AFT is the exclusive licensee of a patented high-capacity HALEU fuel transportation basket developed by three major U.S. national nuclear laboratories and funded by the Department of Energy.
HALEU Energy Fuel Inc. (HEF), a NANO Nuclear subsidiary, is focusing on the future development of a domestic source for a High-Assay, Low-Enriched Uranium (HALEU) fuel fabrication pipeline for NANO Nuclear's own microreactors as well as the broader advanced nuclear reactor industry.
NANO Nuclear Space Inc. (NNS), a NANO Nuclear subsidiary, is exploring the potential commercial applications of NANO Nuclear's developing micronuclear reactor technology in space. NNS is focusing on applications such as the LOKI MMR™ system and other power systems for extraterrestrial projects and human sustaining environments, and potentially propulsion technology for long haul space missions. NNS' initial focus will be on cis-lunar applications, referring to uses in the space region extending from Earth to the area surrounding the Moon's surface.
For more corporate information please visit: https://NanoNuclearEnergy.com/
About AFRL
The Air Force Research Laboratory is the Department of the Air Force's primary scientific research and development center and one of six centers within Air Force Materiel Command. AFRL leads the discovery, development and delivery of technologies for air, space and the multidomain. With a workforce spanning seven mission areas at more than 40 locations worldwide, AFRL conducts research ranging from basic science to advanced technology development.
About AFWERX
As the innovation arm of the Department of the Air Force and a division within the Air Force Research Laboratory, AFWERX brings American ingenuity from small businesses and startups to solve the most pressing challenges facing Airmen and Guardians. Headquartered at Wright-Patterson Air Force Base, Ohio, AFWERX strengthens the defense industrial base by expanding access to nontraditional vendors, building new defense partnerships and accelerating the transition of critical technologies to operational capability. In fiscal year 2025, AFWERX awarded more than 1,000 contracts totaling $1.37 billion and achieved 438 Phase III transitions valued at $8.1 billion, supercharging the industrial base that supports U.S. military readiness and battlefield advantage.
This news release and statements of NANO Nuclear's management and collaborators in connection with this news release contain or may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "explore," "plans", "aim," "goal," "believes", "potential", "will", "should", "could", "would" or "may" or derivations of these words and other words of similar meaning about the future. In this press release, forward-looking statements include those relating to the anticipated benefits to the Company of the AFWERX award described herein and the future development and deployment of the KRONOS MMR™ Energy System generally. These and other forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors, which may be beyond our control. For NANO Nuclear, particular risks and uncertainties that could cause our actual future results to differ materially from those expressed in our forward-looking statements include but are not limited to the following: (i) risks related to our U.S. Department of Energy ("DOE"), U.S. Nuclear Regulatory Commission ("NRC"), Canadian Nuclear Safety Commission ("CNSC") or related state or other U.S. or non-U.S. nuclear licensing submissions, (ii) risks related the development of new or advanced technology and the acquisition of complementary technology or businesses, including difficulties with design and testing, cost overruns, regulatory delays, integration issues and the development of competitive technology, (iii) our ability to obtain contracts and funding to be able to continue operations, (iv) risks related to uncertainty regarding our ability to technologically develop and commercially deploy a competitive advanced nuclear reactor or other technology in the timelines we anticipate, if ever, (v) risks related to the impact of U.S. and non-U.S. government regulation, policies and licensing requirements, including by the DOE, and the NRC, including those associated with the recently enacted ADVANCE Act and the May 23, 2025 Executive Orders seeking to streamline nuclear regulation, and (vi) similar risks and uncertainties associated with the operating a developing business a highly regulated, competitive and rapidly evolving industry, including that our plans may change and we may use our cash on hand faster or in different ways than anticipated as our business requires. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement, and NANO Nuclear therefore encourages investors to review other factors that may affect future results in its filings with the SEC, which are available for review at www.sec.gov and at https://ir.nanonuclearenergy.com/financial-information/sec-filings. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306617
Source: NANO Nuclear Energy Inc.
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SpaceX čeká po výsledcích první lock-up, který uvolní téměř 1 miliardu akcií k prodeji a může dál tlačit cenu dolů. Morgan Stanley varuje, že při 100 USD by trh přisuzoval AI byznysu nulovou hodnotu.
SpaceX SPCX is set to report its first quarterly earnings as a publicly listed company on August 4, but investors are increasingly focused on another event that could have an even bigger impact on its share price.
Two business days after the earnings release, the company's first lock-up period will expire, allowing pre-IPO investors to sell nearly one billion shares—significantly more than the number sold during SpaceX's record-breaking public offering in June.
The stock has endured a volatile start since its $86 billion listing.
After climbing almost 50% during its first three trading sessions, shares have steadily retreated, falling as low as $110.85 last week, or about 18% below the IPO price, before closing Friday at $115.07.
Lock-up periods prevent company insiders and early investors from selling their holdings immediately after a stock market listing.
Once the restrictions expire, a substantial increase in available shares can weigh on prices if investors decide to cash out.
Nearly 629 million shares were sold during SpaceX's June 12 IPO, but almost one billion additional shares will become eligible for sale after the first lock-up expires in early August.
Over the next year, more than 6.4 billion shares could ultimately enter the market.
While there is no certainty that all eligible investors will sell, market participants expect at least some increase in supply that could place further pressure on the stock.
Morgan Stanley analyst Adam Jonas noted that some investors expect the shares to fall further, potentially reaching $100 after the lock-up expires.
At that level, he argues, the market would effectively be assigning little or no value to SpaceX's AI business.
"Most investors we speak with significantly discount Grok & Cursor," Jonas wrote.
"Many ascribe zero or even negative value for AI given the high capex requirements relative to Space & Connectivity, largely uncertain economics, and the high degree of management time devoted to the business."
Jonas has a $300 price target on SpaceX, with more than half of that valuation attributed to the company's AI operations.
Jonas believes the recent weakness has created an attractive entry point.
"We believe the current disconnect between increasingly bearish investor sentiment and largely unchanged fundamentals creates an attractive entry point in SpaceX shares," he added.
SpaceX's AI division operates two Colossus data centres, which together constitute the world's largest AI training cluster.
Leveraging its reusable rocket technology, satellite network and artificial intelligence capabilities, the company plans to eventually offer AI cloud computing services from space-based data centres.
It argues that abundant solar energy in orbit and naturally colder temperatures could help overcome the power consumption and cooling constraints faced by conventional terrestrial facilities.
In its SEC filing ahead of the IPO, SpaceX said it believes it is uniquely positioned to commercialise orbital AI computing at scale.
"We believe we are the only company with a commercially viable path to building orbital AI compute at scale," the company said in its Form S-1. SpaceX estimates its total addressable market at $28.5 trillion, with AI products and services accounting for $26.5 trillion of that opportunity.
Wall Street remains bullish on SPCXSpaceX's decline comes amid broader investor caution toward companies investing heavily in artificial intelligence.
Technology firms have committed hundreds of billions of dollars to AI infrastructure in recent quarters, prompting concerns about rising capital expenditure and delayed returns on investment.
Those worries have been amplified by a fragile macroeconomic backdrop and heightened geopolitical tensions between the United States and Iran, which have lifted oil prices and dampened appetite for risk assets.
Despite those concerns, Wall Street remains overwhelmingly positive on SpaceX's longer-term prospects.
According to Bloomberg data, nearly 80% of analysts covering the company recommend buying the shares.
The average price target stands at around $232, implying the stock could more than double from current levels.
Goldman Sachs, Bank of America, Citigroup and JPMorgan Chase—all of which worked alongside Morgan Stanley on SpaceX's IPO—have maintained buy-equivalent ratings on the company.
Among the 33 analysts tracked by Bloomberg, Jonas remains one of the most optimistic, with his $300 target ranking as the third highest on Wall Street.
Meta se při výsledcích hospodaření za 2. čtvrtletí zaměří na růst příjmů z reklamy a hlavně na to, zda znovu nezvýší celoroční kapitálové výdaje. Analytici čekají výnosy 60,21 miliardy USD a EPS 7,20 USD.
Meta Platform’s NASDAQ: META Q2 2026 financial results are quickly approaching, with the company set to release earnings on July 29 after the market close. Despite being down more than 8% year to date, the Magnificent Seven giant has recently seen its share price surge. The stock has rebounded around 10% from its 2026 low and now trades near $600.
This recovery is largely attributable to excitement around Meta’s reported cloud computing push and its Muse Spark 1.1 AI model. However, at this point, these potential growth drivers represent just that: potential. The company is reportedly in “very preliminary talks” to enter a $10 billion cloud computing deal with Anthropic, while it released Muse Spark 1.1 only around two weeks ago. In turn, these factors are unlikely to impact Meta’s results in Q2.
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The focus for Q2 will continue to be on Meta’s massive advertising business. These are the key headline figures and underlying metrics to watch, along with the commentary that could be important during the call.
Forecasts Point to Growth Deceleration; Spending Guidance Is KeyIn Q1, Meta put up impressive metrics, particularly when it comes to growth. Revenue rose by 33% year-over-year (YOY), the company’s fastest growth rate since 2021. Meta also blew past expectations on adjusted earnings per share (EPS), although an unusual tax benefit caused the majority of its $3.77 beat.
In Q2, analysts expect the company to generate sales of $60.21 billion, or a growth rate of just under 27% YOY. Notably, this sales expectation is on the high end of Meta’s $58 billion to $61 billion Q2 guidance. Adjusted EPS expectations sit at $7.20, or growth of only around 1% YOY. Analysts currently forecast sales of $63.2 billion for Q3, and markets will look for Meta to provide midpoint guidance above this figure.
The key underlying metrics to watch are Meta’s ad impressions delivered, growth and price paid per ad growth. These figures demonstrate Meta’s ability to show users more ads and charge advertisers more for each, ultimately increasing ad revenue. The former grew by 19% YOY in Q1, while the latter grew by 12% YOY. Both were Meta’s highest growth rates in over a year. Given that revenue growth is forecast to fall, it would be reasonable to see a slight to moderate drop in these figures.
Besides the headline figures and underlying data, investors will pay close attention to any updates in Meta’s full-year capital expenditure (CapEx) guidance. In Q1, the company raised its CapEx range to between $125 billion and $145 billion, an 8% increase at the midpoint. This was one of the primary reasons that Meta shares dropped over 8% after its Q1 report. Thus, another increase could lead to the same fate, but investors will also weigh this against growth and future opportunities.
Cloud and Muse Spark 1.1: Will Meta Provide Any Insight?While Meta's cloud segment and Muse Spark 1.1 may not impact its Q2 financial results, management could still provide important forward-looking commentary. For the cloud, it would first be notable for the company to explicitly confirm that it is moving into this business line. Given the significant amount of reporting around this topic in recent weeks, it's hard to imagine that Meta will not address it.
Overall MarketRank™99th Percentile
Analyst RatingModerate Buy
Upside/Downside40.4% Upside
Short Interest LevelHealthy
Dividend StrengthWeak
News Sentiment0.92 Insider TradingSelling Shares
Proj. Earnings Growth19.19%
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Going a step further would involve outlining in detail what its cloud approach would be. The different options may include simply selling raw access to computing power or doing so while also layering services on top. If Meta announced any actual customers, that would be huge news, and given the market’s past reaction to third-party reports alone, it could boost the stock. However, it may be too early to expect any such announcement.
Although Muse Spark 1.1 is still very new, Meta may choose to disclose some preliminary numbers. One possibility is that Meta provides early token consumption metrics, a commonly used proxy for AI model demand. A large figure would indicate strong interest. For reference, Alphabet NASDAQ: GOOGL said its first-party models were processing 22 billion tokens per minute in Q2. Nonetheless, it could still be too early for Meta to provide tangible figures on Muse Spark 1.1.
Any insight into demand for Meta’s recent subscription offerings or on reports that it may issue equity to raise AI investment capital would also be notable.
Meta’s Valuation Below 3-Year Average as Analysts Point to Strong UpsideOverall, Q2 provides Meta with an opportunity to show that its AI investments are paying off, primarily through growth in its advertising business. Making significant statements around its more forward-looking initiatives would help indicate that it can expand AI growth beyond advertising alone.
Just days ahead of its report, Meta trades at a forward price-to-earnings ratio near 20.1x. This is moderately below its 23x average during the past three years. Meanwhile, Wall Street analysts continue to express bullishness. The MarketBeat consensus price target on Meta sits near $836, implying upside of over 30%.
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Tesla po prolomení klíčové technické podpory kolem $360 míří podle analýzy nejprve k $280, případně až k $200. Akcie se po výsledcích dál obchodují kolem $313, zhruba 30 % v mínusu od začátku roku.
Tesla (NASDAQ: TSLA) could be on track for a deeper decline toward $200 after losing a key technical support level, according to market analysis.
The bearish outlook comes as the stock continues to struggle following its post-earnings sell-off, with shares trading around $313 after falling roughly 30% year-to-date.
TSLA YTD stock price chart. Source: Finbold The TSLA stock analysis shared by Ali Martinez in an X post on July 26 shows Tesla breaking below mid-range support near $360, a level that had previously acted as a key floor within the stock’s broader trading channel.
With that support now breached, traders are watching the $280 area as the next major downside target. If selling pressure persists, the channel bottom near $200 could come into focus.
Tesla lost a key support level.
The breakdown below the mid-range support shifts my focus to $280. If sellers remain in control, a move to the channel bottom near $200 could be next for $TSLA. pic.twitter.com/E1u3zlxZd8
— Ali Charts (@alicharts) July 26, 2026 At the same time, Tesla’s long-term trading structure appears to be weakening after the recent breakdown.
According to the analysis, TSLA faces resistance near $485, with former support around $360 and lower channel support close to $200. Tesla closed at $313, well below the $360 level.
The loss of this technical floor shifts the short-term focus toward $280, with a potential extension toward $200 if bearish momentum remains intact.
Such a move would represent an additional decline of about 36% from current levels and a drop of nearly 60% from Tesla’s 52-week high of $498.83.
Tesla stock fundamentals The bearish technical setup emerged after Tesla’s second-quarter 2026 earnings report triggered one of the stock’s sharpest declines in years.
Although revenue rose 26% year-over-year to $28.24 billion and vehicle deliveries reached a record 480,126 units, investors focused on weakening profitability. Adjusted earnings per share came in at $0.33, missing Wall Street expectations of roughly $0.51 to $0.55.
Meanwhile, operating margin fell to 1.4% from 4.1% a year earlier, while free cash flow turned negative at approximately $1.09 billion.
Capital expenditures surged 142% to $5.79 billion as Tesla increased spending on artificial intelligence, robotaxis, Optimus humanoid robots, battery production, and manufacturing expansion.
The market reacted negatively, sending Tesla shares down about 12% to 15% after earnings and wiping out more than $140 billion in market value.
Despite the near-term pressure, Tesla continues to report strong growth in several strategic areas. Full Self-Driving paid subscriptions climbed 56% year-over-year to 1.48 million, while the company expanded unsupervised robotaxi operations across multiple U.S. cities.
Tesla has also begun Cybercab production preparations at Giga Texas and continues advancing Optimus development, projects many bullish investors view as key long-term growth drivers.
While Wall Street’s average price target remains around $400, investors are increasingly weighing Tesla’s AI and autonomy ambitions against declining margins, rising spending, and execution risks.
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Alphabet oznámil tržby 119,8 miliardy USD, tažené 82% meziročním růstem Google Cloud. Zároveň vykázal záporný volný peněžní tok 5,9 miliardy USD a zvýšil capex na 195 až 205 miliard USD pro rok 2026.
For the three-month period that ended June 30, Alphabet (GOOGL +0.58%) (GOOG +0.24%) reported a better-than-expected top line of $119.8 billion. This figure was propelled by the monster success of Google Cloud, which posted stellar year-over-year revenue growth of 82%. This was after a huge 63% gain in the first quarter.
The Alphabet thesis is becoming more defined by its artificial intelligence (AI) ambitions. Investors must know that the Google Cloud story comes with one major red flag: negative free cash flow.
Image source: Alphabet.
So much demand It's hard not to come away impressed by Google Cloud, whose revenue growth is accelerating in remarkable fashion. The segment ended the second quarter with a whopping $514 billion in customer backlogs, more than half of which management expects to register as revenue within the next 24 months.
"We are seeing strong, diversified demand across products, customers, geographies, and industries," CEO Sundar Pichai said on the Q2 2026 earnings call.
Scalability is on full display. Google Cloud's operating income came in at $8.8 billion during Q2, skyrocketing 212% compared to the same period last year.
On the surface, it looks like Alphabet is thriving in the AI revolution. Not only is the cloud division booming, but Google Search and YouTube are also benefiting from AI capabilities.
Alphabet
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Positive to negative Investors need to pay closer attention to the company's financial situation. Alphabet reported negative free cash flow (FCF) of $5.9 billion last quarter. This was perhaps the first time in its entire history as a public company, which goes all the way back to 2004, that this happened.
Management is embarking on an unprecedented spending spree. The forecast for capital expenditures (capex) was once again raised, now projected to total $195 billion to $205 billion in 2026. There are only 84 public companies in the world worth more than this amount.
After repurchasing $45.7 billion worth of shares in 2025, Alphabet paused this key capital allocation activity in the first six months of this year. And it has started tapping external financing sources via debt and equity markets to fund its AI investment cycle.
Investors who have followed Alphabet for years understand that we are in uncharted waters here. What was once an asset-light business has now morphed into a capital-intensive operation.
When will the capex cycle taper off? And when will FCF become positive again? These are the most important questions shareholders need to ask. All eyes are on the topic of return on invested capital.
It's impossible to know the answers. However, if you're willing to buy this Magnificent Seven stock right now and hold for five years, these are the uncertainties you must grapple with.
Amazon Leo is displayed during the Delivering the Future EMEA 2026 event at Amazon's LCY3 fulfilment centre in Dartford, Britain, June 4, 2026. REUTERS/Toby Shepheard/File Photo Purchase Licensing Rights, opens new tab
July 27 (Reuters) - Amazon's (AMZN.O), opens new tab Leo has proposed a new constellation of up to 5,105 satellites to provide direct-to-device voice and data connectivity, joining a growing race among satellite operators to beam cellular service directly to smartphones.
The proposed direct-to-device network would provide voice, messaging, data and emergency services in areas beyond the reach of terrestrial cellular networks, with deployment beginning in 2028.
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The service will partner with mobile network operators globally and use Globalstar's mobile satellite spectrum following Amazon's agreement to acquire Globalstar (GSAT.O), opens new tab earlier this year.
The move expands Amazon's satellite ambitions beyond broadband internet and intensifies competition in the direct-to-device market, with SpaceX (SPCX.O), opens new tab, AST SpaceMobile (ASTS.O), opens new tab and Lynk Global also developing satellite-to-phone services.
A growing shortage of rocket launch capacity has, however, become one of the biggest constraints to deploying a wave of next generation of satellite constellations.
Reporting by Akash Sriram in Bengaluru; Editing by Shinjini Ganguli
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jensen Huang uvedl, že polovodičový průmysl bude muset během příští dekády zhruba zdesetinásobit svou velikost, aby zvládl éru 100 miliard AI agentů a robotů.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang used an exclusive Bloomberg interview on July 27, 2026 to lay out one of the boldest forecasts yet for the AI buildout: a semiconductor industry that must expand roughly tenfold over the coming decade to serve a computing world dominated by autonomous machines rather than human users.
Speaking about the shift from human-driven computing to agentic systems, Huang argued that Nvidia’s addressable market is being redefined at the endpoint level. “These are now processing AI’s for humans to collaborate with. In the future we have AI agents and robots and they will be using computers. Instead of a billion people using computers we will have 100 billion agents and billions of robots all using computers. The computer industry built on top of the chip industry is certainly not big enough,” Huang said. His projection follows: “My guess is the semiconductor industry will probably have to be 10 times larger than it is today over the next decade or so. Working with our partners in Korea and around the world to scale up the supply chain of semiconductors so we are prepared for the AI future.” Huang framed the 10x figure explicitly as his personal guess, not a certainty.
Reframing The Addressable Market The pitch aligns with themes Huang has hammered on recent earnings calls. On the fiscal Q1 2027 call in May 2026, he described “The transition from generative to agentic AI, AI capable of perceiving, reasoning, planning, and acting,” as a force that will reshape every industry. He has also flagged that reasoning models require “a hundred, a thousand times more” tokens per task than one-shot chatbots, a compute intensity that underpins his tenfold industry expansion thesis.
Nvidia reported fiscal Q1 2027 revenue of $81.61 billion, up 85.2% year over year, with data center revenue of $75.25 billion and non-GAAP earnings per share of $1.87, according to the company’s SEC 8-K filing. Q2 guidance called for approximately $91.0 billion in revenue.
The Korea Angle: SK Group And HBM Huang leaned heavily into South Korea as a linchpin of the buildout. “It is the golden age for Korea, as you know. Their semiconductor and industrial business is booming. The country has the ability to help the world buildout AI infrastructure. They are incredibly adapt at adopting new technologies,” he told Bloomberg.
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Nvidia announced a partnership with SK Group valued at over $500 billion in consumption and purchasing of memory and sales of AI supercomputers. The companies are collaborating on memory roadmaps spanning HBM3, HBM4, and beyond, and Nvidia is investing in Korea’s leading AI cloud with plans to scale 200 megawatts. Reports indicate Nvidia will invest $1 billion in Naver Corp to finance an AI data center expansion in the country. SK Group’s listed affiliates trade on the Korea Exchange rather than U.S. venues.
Capex Confidence, With Caveats The 10x call gives investors a framework for interpreting Nvidia’s aggressive supply commitments. The company disclosed $119.0 billion in total supply-related commitments and authorized an additional $80 billion share buyback, alongside a dividend raise to $0.25 per share. Reports indicate Nvidia is in talks to provide a $250 billion financing guarantee for an OpenAI data center project in southern Ohio.
Nvidia carries a trailing P/E of 32 and a forward P/E of 24, with an analyst target price of $302.83 against a recent quote of $206.02. Shares are up 11.04% year to date and 19.21% over the past year.
Huang is arguing that AI infrastructure demand will run longer and deeper than current models assume because the number of compute endpoints jumps from roughly a billion humans to hundreds of billions of agents and robots. That is his projection, not a guarantee, and it hinges on the industry actually scaling supply chains across Taiwan, Korea, and the United States to meet it. Investors watching Nvidia should track hyperscaler capex commentary, HBM supply agreements, and the Vera Rubin ramp for evidence that Huang’s timeline is materializing.
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Dan Ives, Partner and Senior Managing Director at Yorkville Ives & Co., took to CNBC on July 27, 2026 to push back on the growing chorus of tech skeptics. His central message: the recent pullback in high-growth names is a digestion period, and the AI investment cycle is nowhere near its late stages. “We’re third inning of the AI revolution and it’s just further validation from earnings,” Ives said.
The backdrop matters. The Nasdaq 100 is trading at 22 times forward P/E, a nearly 10% discount to its ten-year average, and sits 8% below June 2026 highs. Volatility has ticked up modestly, with the VIX at 18.70 as of July 23, 2026, still inside the normal range. Ives’s framing is that this is exactly what a healthy consolidation looks like inside a multi-year buildout.
The NVIDIA Thesis: One Chip, 12-to-1 Demand NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of Ives’s argument. “There’s one chip in the world fueling the AI revolution, and that’s Nvidia,” he said, adding that “Demand to supply today is 12 to 1 for their chips. Physical AI hasn’t even started to play out.”
The most recent numbers give that view some weight. In Q1 FY2027, NVIDIA posted revenue of $81.61 billion, up 85.2% year over year, and non-GAAP EPS of $1.87 versus a $1.77 estimate. Data Center revenue reached $75.25 billion, up 92% year over year, with Data Center Networking climbing 199% year over year to $14.80 billion. Management guided Q2 FY27 revenue to $91.0 billion, plus or minus 2%, excluding China Data Center compute. Total supply commitments now stand at $119.0 billion, disclosed in the company’s Q1 FY27 8-K filing.
CEO Jensen Huang described the moment as “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” NVIDIA shares closed at $206.84 on July 24, and the stock is up 11.04% year to date. Forward P/E sits at 24, with a consensus analyst target of $302.83.
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The Hyperscaler Capex Arms Race Ives frames hyperscaler spending as rational. “For every dollar spent on capex, there’s five, six multiplier across the rest of the tech,” he said, and “We’re only 15% through what the broader spending is going to be in terms of AI.”
The 2026 spending picture supports the scale of that argument:
Amazon (NASDAQ:AMZN) plans roughly $200 billion in capex in 2026, with AWS revenue of $37.59 billion in Q1, up 28%. Microsoft (NASDAQ:MSFT) reported Q3 FY26 capex of $30.88 billion, up 84.4%, with an AI business surpassing a $37 billion annual revenue run rate, up 123% year over year. Meta Platforms (NASDAQ:META) raised its FY2026 capex guidance to $125 billion to $145 billion and signed a multi-year deal with NVIDIA for millions of Blackwell and Rubin GPUs. Alphabet spent $44.92 billion on capex in Q2 alone, up 100% year over year, and Ives noted the company recorded its first negative free cash flow in 22 years as a direct result of AI buildout spending. What Ives Wants Investors to Watch The real validation of the cycle, in Ives’s view, arrives through cloud growth and enterprise adoption metrics due this earnings season. Prediction markets are aligned near term: Polymarket assigns a 91% probability that Microsoft beats its next quarterly earnings, and 95.3% probability for Amazon.
Risks remain. NVIDIA continues to guide with no Data Center compute revenue from China assumed, and hyperscalers are increasingly tapping debt markets to fund the buildout. Ives’s 12-to-1, 5-to-6x, and 15%-complete figures are his estimates, not audited metrics. The pushback that matters most for his thesis is whether cloud revenue growth continues to justify the capital being deployed.
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American Express ve 2. čtvrtletí zvýšil příjmy z poplatků o 15 % meziročně, což ukazuje, že vyšší roční poplatek za Platinum Card zákazníky neodradil. EPS byl 4,53 USD, ale tržby po započtení úroků 19,64 miliardy USD zaostaly a akcie klesly o více než 4 %.
Credit card giant American Express (AXP -4.30%) released its second-quarter earnings before the market opened on July 24. Although the company's earnings per share of $4.53 cleared Wall Street's expectations, revenue net of interest expense narrowly missed the mark at $19.64 billion. Shares dropped over 4% following the announcement.
But try not to get fixated on the headline numbers. Sure, they matter, but they don't tell the whole story. The market seems to be missing what's happening with American Express' fee revenue, the annual fees people pay to use the company's premium credit and charge cards. The data in American Express' second-quarter earnings illustrate the brand's strength and why the stock continues to justify its valuation.
Image source: Getty Images.
American Express flexing its pricing power The credit card industry is ferociously competitive. American Express pioneered the premium credit space, but it faces steep competition from big banks and fintech companies like Robinhood Markets. This year was a crucial test of American Express' pricing power after the company raised the annual fee on its flagship Platinum Card from $695 to $895 at the beginning of 2026.
It seems that American Express is passing this test. Fee revenue was the company's fastest-growing revenue item at 15% year over year in Q2, and management anticipates that figure accelerating over the next two quarters, exiting 2026 at a high-teens rate. In other words, customers haven't blinked at the $200 increase. Management noted that its Platinum portfolio is now its fastest-growing consumer group in the United States.
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Continuing to excel in the premium borrower segment The brand's identity rests squarely with the affluent cardholder. That customer base continues to show strength despite broader U.S. consumer sentiment declining roughly 20% over the past year. During that time, American Express' net write-off rate has held firm at 2%, and the percent of card balances at least 30 days past due actually declined from 1.3% to 1.2%. American Express certainly isn't immune to recessions, but operating in the premium space makes the business more resilient.
Millennials and Gen Z account for approximately 65% of the new consumer accounts American Express added in the second quarter, and 75% of all new accounts were fee-paying products. American Express continues to secure long-term growth by winning over the next generation of premium cardholders, and analysts estimate the company will grow earnings by an average of 14% annually over the next three to five years.
The stock doesn't necessarily look like a bargain at 19 times its 2026 earnings estimates, given that earnings for businesses with credit exposure are notoriously volatile. However, the high-margin revenue American Express continues to generate and grow is the secret sauce that has helped the stock deliver stellar investment returns over the years. I didn't see anything in Q2 earnings that would change that.
American Express is an advertising partner of Motley Fool Money. Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends American Express. The Motley Fool has a disclosure policy.
Synopsys oznámila rozšířenou spolupráci s Intel Foundry: certifikované AI EDA flow pro Intel 14A mají urychlit návrh čipů a snížit riziko integrace. Firma zároveň rozšiřuje podporu pro multi-die a IP portfolio.
Synopsys Certified AI-powered EDA flows, integrated multiphysics analysis, and broad IP portfolio accelerate Angstrom-scale AI and multi-die designs
Key Highlights
Certified AI-powered EDA flows and multiphysics analysis for Intel 14A designs: Provide early insight into power integrity, thermal, and electromagnetic effects, improving predictability and accelerating convergence From DTCO to system-aware co-optimization: Extends co-optimization across silicon, package, IP and system domains to enable full system realization with optimal PPA Multi-die and advanced packaging leadership: Synopsys 3DIC Compiler platform extends exploration-to-signoff support to designs integrated with Intel EMIB and Intel EMIB-T, enabling multi-die designs Broad IP portfolio for faster time-to-tapeout: Interface and Foundation IP for Intel 14A — including PCIe 7.0, 224G SerDes, USB 4 and eUSB reduce integration risk and accelerate design readiness , /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) today announced at the 2026 DAC Chips to Systems Conference, expanded collaborations with Intel Foundry with the certification of AI-powered EDA flows on Intel 14A process technology, advancing design enablement from design technology co-optimization (DTCO) to system-aware co-design, building on its certified and production-ready EDA flows and IP portfolio for Intel 18A and Intel 18A-P technologies. As AI and high-performance computing designs move beyond monolithic scaling, success requires connecting process technology with AI-powered EDA flows, multi-die design, integrated multiphysics analysis, and broad IP portfolio to accelerate system-level realization.
"Angstrom-scale design is no longer only about extracting more power, performance, and area from a process node. It is about turning process innovation into predictable system-level outcomes," said Michael Buehler-Garcia, Senior Vice President at Synopsys. "Together with Intel Foundry, Synopsys is helping customers accelerate convergence, reduce late-stage rework, and achieve first-pass silicon success. We applaud the Intel Foundry team for their progress on Intel 14A to expand the capabilities of advanced semiconductor manufacturing."
"In this increasingly AI-driven world, Intel Foundry is committed to supporting our customers by accelerating innovation and providing predictable execution from silicon to packaging on our most advanced technologies," said Shawn Han, SVP and GM, Foundry Services, Intel Corporation. "Our wide-ranging collaboration with Synopsys, including AI-driven, certified flows and IP, gives our customers greater ease of use and confidence to achieve their design goals."
System-Aware Co-Design: EDA Meets Multiphysics
At angstrom-scale geometries with backside power delivery and dense 3D integration, electrical, thermal, and mechanical effects can no longer be effectively analyzed in isolation. Synopsys is uniquely positioned to address this challenge with the integration of Synopsys certified, AI-powered implementation and signoff flows and multiphysics analysis — including power integrity, thermal, and electromagnetic solutions on Intel 14A.
Enabling the Multi-Die Era
With multi-die design now mainstream in AI and HPC, Synopsys and Intel Foundry are extending their proven collaboration to enable efficient system-level integration, analysis, and optimization of advanced chiplet-based architectures. The Synopsys reference design flow based on 3DIC Compiler supports Intel Embedded Multi-die Interconnect Bridge (EMIB) and Embedded Multi-die Interconnect Bridge-T (EMIB-T) advanced packaging technology, with early bump and TSV planning, automated UCIe and HBM routing, and unified multiphysics analysis across dies. Designers can analyze and optimize power delivery networks, thermal gradients, and signal integrity concurrently across die, Intel EMIB and EMIB-T interconnect, and package, catching system-level issues at design time rather than after tapeout.
Advancing Ecosystem Readiness with Broad IP Portfolio Across Intel 18A, Intel 18A-P and Intel 14A
Synopsys and Intel Foundry continue to enable AI and HPC innovation with Synopsys' expanding portfolio of high-performance interface and foundation IP available today for Intel 18A and Intel 18A-P while expanding to support Intel 14A technologies, helping reduce integration risk and accelerate time-to-tapeout for complex SoCs and multi-die designs. New titles optimized for Intel 14A include:
Interface IP, including 224G SerDes, PCIe 7.0, USB 4 and eUSB, addresses the high throughput and connectivity demands of next-generation AI and HPC applications Foundation IP, including embedded memories, logic libraries, and IOs, helps optimize performance, power, and area while lowering total cost of ownership. Resources
Blog: Learn more about Process Design Kits and how Synopsys and Intel Foundry Are Accelerating Customer Success Blog: Learn about the Next-Generation EMIB-T Packaging: A Collaboration Between Synopsys and Intel Foundry Webinar: Learn about EMIB Design Methodology using Synopsys Tools Join Synopsys at the 2026 DAC Chips to Systems Conference
Attendees can visit the Synopsys' booth #631 for demonstrations of the latest solutions and collaborations. For a complete list of Synopsys sessions and activities at DAC 2026, visit the Synopsys DAC 2026 event page.
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.
This press release contains forward-looking statements, which involve risks, uncertainties and other factors that could cause our actual results, time frames, or achievements to differ materially. Information on potential risks, uncertainties and other factors that could affect our 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 Quarterly Report on Form 10-Q.
Contacts
Kelli Wheeler: [email protected]
Pete Smith: [email protected]
[email protected]
Synopsys představil na Microsoft Discovery první autonomní EDA workflow pro návrh čipů, vyvinuté s Microsoftem a používané AMD. První testy ukázaly až 40% zkrácení doby cyklu ladění.
Synopsys Introduces Industry's First Autonomous EDA Workflows on Microsoft Discovery to Accelerate Engineering from Specification to Silicon
Key Highlights
Synopsys is advancing an open, interoperable agentic AI stack for autonomous workflows across the chip design lifecycle. Introducing two new agentic EDA workflows, developed in collaboration with Microsoft and used by AMD, available for evaluation on Microsoft Discovery to accelerate chip design. Fully-autonomous debug closure workflow initial results demonstrate up to 40% reduction in cycle time , /PRNewswire/ -- Synopsys, Inc. (NASDAQ: SNPS) announced new autonomous agentic AI workflows for chip design, developed in collaboration with Microsoft and available for evaluation on Microsoft Discovery. AI is fundamentally reshaping engineering, and Synopsys is building a comprehensive, open agentic AI stack to increase engineering autonomy and accelerate product design from silicon to systems. This week at the 2026 DAC Chips to Systems Conference, Synopsys is showcasing new fully autonomous workflows powered by AgentEngineer™ technology, extending agentic AI from task automation to long-running engineering execution.
This includes Synopsys autonomous workflows on Microsoft Discovery:
Synopsys fully-autonomous debug closure workflow: A fully autonomous AI-powered verification and root cause analysis (RCA) workflow orchestrated with Microsoft Discovery, brings together domain-specific and task-level agents to identify design failures, automate debug tasks, and accelerate validation— helping engineering teams resolve issues faster and improve silicon quality. Early evaluations show reductions of 25–40% in debug cycle time, saving many weeks of engineering efforts and improving productivity. Synopsys fully-autonomous implementation and closure workflow: An autonomous workflow leveraging Synopsys implementation agents and Fusion Compiler on Azure brings together domain-specific and task-level agents to automate implementation quality-of-results (QoR) tuning and closure. Initial results demonstrate improved QoR. Synopsys, AMD, and Microsoft are enabling AI-powered design workflows that combine large-scale reasoning, domain expertise, and cloud-scale compute to accelerate the development of the next generation of AI infrastructure silicon. Today's milestone builds on the existing collaboration and previously announced agentic specification to RTL workflow, marking the first EDA applications available for evaluation on Microsoft Discovery. Customers can request evaluation access through Synopsys. AMD is actively evaluating the application of autonomous workflows to accelerate the development of their next-generation products.
"AI is reshaping engineering. Together with Microsoft and Synopsys, we're enabling a new generation of AI-assisted design workflows that augment human ingenuity with intelligent automation and optimization," said Alex Starr, AMD Corporate Fellow. "AI driven workflows powered by Discovery and leveraging AI tooling, such as RCA with deep EDA domain knowledge, are a paradigm we see accelerating scaling and deployment, helping improve both design velocity and overall silicon quality."
"We designed Microsoft Discovery to accelerate scientific and engineering innovation with AI, and chip design is an ideal application for Discovery as it addresses one of the most complex engineering challenges on the planet," said Aseem Datar, Corporate Vice President (CVP) of Product Innovation for Microsoft Discovery and Quantum. "We are excited about Synopsys' open, interoperable approach to their agentic platform and the collaborative effort with Synopsys and AMD to make these agentic AI EDA workflows the first available on Discovery."
"As AI-powered systems and hyperscale computing push silicon complexity to unprecedented levels, engineering teams can no longer afford traditional tradeoffs between performance, quality, and development speed," said Ravi Subramanian, Chief Product Management Officer, Synopsys. "Synopsys is addressing this challenge by applying AI capabilities with increasing levels of autonomy to accelerate and transform silicon engineering."
Join Synopsys at the 2026 DAC Chips to Systems Conference
This week at DAC, Synopsys is showcasing AI-powered engineering solutions that enable customers to rapidly design from silicon to system with increased quality, efficiency, precision, and scale. Attendees can visit Synopsys' booth #631 for demonstrations of newly announced autonomous workflows. For a complete list of Synopsys sessions and activities at DAC 2026, visit the Synopsys DAC 2026 event page.
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.
Forward-Looking Statements
This press release contains forward-looking statements, which involve risks, uncertainties and other factors that could cause our actual results, time frames, or achievements to differ materially. Information on potential risks, uncertainties and other factors that could affect our 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 Quarterly Report on Form 10-Q.
Emerson rozšiřuje platformu Ovation AI o pět nových agentů pro energetiku a vodní hospodářství, kteří mají zkrátit diagnostiku a analýzu z hodin či dnů na minuty. Firma uvádí, že pomohou s údržbou, alarmy i hledáním příčin poruch.
New Ovation AI Agents enable operators to resolve complex issues in a fraction of the time for faster, smarter plant operations
New Ovation AI Agents include Sequence Assistant Agent, Alarm Insight Agent, Predictive Maintenance Agent, Root Cause Agent and Loop Performance Monitor Agent. Designed to seamlessly integrate with the Ovation Automation Platform 4.0 release, the new Ovation AI Agents are embedded into native operational workflows and tools, eliminating the time-consuming need to switch between systems. Contextual recommendations are delivered directly within the operator's control, alarm and maintenance workflows, replacing standalone analytics or manual data correlation for faster, in-the-moment action. AI agents compress diagnostic and analysis time from hours or days to minutes, addressing industry challenges including workforce transitions, increasing operational complexity and operator information overload. Human-in-the-loop design ensures operators always retain command; AI agents operate proactively in the background, analyzing plant conditions and recommending optimizations. , /PRNewswire/ -- Global automation leader Emerson (NYSE: EMR) today introduced new Ovation™ AI Agents for the power and water industries, expanding the AI capabilities of the Ovation Automation Platform 4.0 release. The five new agents – Sequence Assistant Agent, Alarm Insight Agent, Predictive Maintenance Agent, Root Cause Agent and Loop Performance Monitor Agent – will empower plant personnel with critical insights by continuously monitoring, analyzing and recommending actions across critical plant operations.
This expansion builds on the success of Ovation Virtual Advisor and delivers new capabilities to Ovation's growing portfolio of AI solutions for the power and water industry, transforming how operators make decisions. While Ovation Virtual Advisor provides real-time, AI-driven insights through natural language interaction, the new AI Agents are time synchronized with the Ovation 4.0 system and work autonomously in the background, continuously monitoring plant and equipment conditions and recommending optimizations.
"Ovation AI Agents deliver a major step change in our AI portfolio, representing a significant advancement in how we help our customers build more intelligent, efficient and resilient operations," said Bob Yeager, president of Emerson's power and water solutions business. "The AI-enabled agents handle complex data analysis and pattern recognition to monitor asset health, run simulations, forecast failures and prioritize interventions. These powerful tools enable operators to shift from reactive to proactive planning without disrupting daily workflows."
The Ovation AI Agents will be deployed in phases, with the following included in the first wave:
Sequence Assistant Agent: Provides AI guidance for sequence-function-driven control logic tools by generating context-aware prompts from real-time deviations and historical failures. During a steam turbine startup, for example, the agent can pinpoint why a sequence has stalled and alert an operator with recommended corrective action, resolving issues in seconds that traditionally could take hours of manual investigation.
Alarm Insight Agent: Prioritizes and summarizes alarm context during alarm floods, helping operators focus on the most critical alarms and recommended actions rather than being overwhelmed by hundreds of alerts simultaneously.
Predictive Maintenance Agent: Acts as an early-warning system for critical plant equipment, detecting degradation, prioritizing maintenance and helping prevent unplanned failures.
Root Cause Agent: Performs real-time root cause analysis that goes beyond the control system itself to analyze the running plant process. By correlating alarms, trips and live equipment conditions, the agent identifies root causes of critical asset issues – enabling maintenance teams to shift from reactive to proactive actions.
Loop Performance Monitor Agent: Continuously analyzes control loop performance to identify poor-performing loops, including for issues such as oscillation, deadband and deficient tuning, and generates evidence-backed recommendations for engineering review. Real-World Impact and Integrated Architecture
Unlike chatbot-style interfaces or external analytics layers, Emerson's new AI agents are designed to seamlessly integrate with the Ovation 4.0 Automation Platform – governed within the platform and backed by decades of power and water industry expertise. Built with human-in-the-loop design, the agents operate proactively, running in the background and alerting issues to operators – taking action with human approval. Every recommendation flows through human operators who retain full control.
Early deployments demonstrate measurable impact. In one scenario, the Sequence Assistant Agent identified a failed permissive condition in seconds – a diagnosis that would have previously consumed hours of manual investigation across logic diagrams and point values. At another major utility, the Predictive Maintenance Agent captured subtle equipment anomaly before it became critical, preventing costly unplanned downtime.
Strategic Alignment with AI-Enabled Operations
The five new Ovation AI Agents will launch this Fall, enabling customers to start deploying individual agents tailored to their operational priorities and expand their portfolio over time as needs evolve. The broader roadmap includes an additional 28 planned agents spanning operations, maintenance, optimization, instrumentation and control, management and cross-domain functions. Emerson will also showcase the Ovation AI Agent Builder at this year's Ovation Users Group Conference, demonstrating how it will help users design, deploy and customize unique agents specific to their operations – creating a dynamic and scalable pathway for AI-driven optimization.
The Ovation AI Agents are part of Emerson's continued commitment to innovation, introducing new capabilities that provide AI-powered insights to help customers improve decision making and create business value.
Additional resources:
Visit Emerson.com/Ovation-AI-Agents for more information on Ovation AI Agents and the full portfolio Ovation AI solutions Visit Emerson's Ovation Automation Platform Page on LinkedIn Connect with Emerson via X Facebook LinkedIn YouTube About Emerson
Emerson (NYSE: EMR) is a global automation leader delivering solutions for the most demanding technology challenges. Headquartered in St. Louis, Missouri, Emerson is engineering the autonomous future, enabling customers to optimize operations and accelerate innovation. For more information, visit Emerson.com.
Agnico Eagle investuje do Cadillac Mines zhruba C$60 milionů prostřednictvím soukromého umístění před IPO. Koupí 8,696 milionu akcií za C$6,90 za kus, pokud se IPO uzavře.
Key Takeaways Agnico Eagle agreed to invest about C$60 million in Cadillac Mines through private placement. AEM will buy 8.696 million shares at C$6.90 each, subject to Cadillac's IPO closing conditions. Agnico Eagle's investment supports its strategy of backing junior miners near core operating regions. Agnico Eagle Mines Limited (AEM - Free Report) announced that it has made an investment in Cadillac Mines Corporation through a private placement that will accompany Cadillac's initial public offering (IPO), reinforcing Agnico Eagle's commitment to high-potential gold exploration assets in Canada's prolific Abitibi Greenstone Belt.
Under the terms of the subscription agreement dated July 23, 2026, Agnico Eagle has agreed to purchase 8.696 million common shares of Cadillac Mines at C$6.90 per share, representing a total investment of approximately C$60 million. The transaction is subject to customary closing conditions, including the successful completion of Cadillac's IPO.
The investment forms part of Cadillac Mines' broader financing strategy as the company prepares to enter the public markets. Cadillac recently increased the size of its IPO, reflecting strong investor demand and support from strategic mining investors. Agnico Eagle's participation serves as a significant endorsement of Cadillac's exploration portfolio and long-term development prospects.
Following the completion of Cadillac Mines' IPO, Agnico Eagle will enter into a 180-day lock-up agreement with the IPO underwriters. Under the agreement, the company will not sell, transfer, pledge or otherwise dispose of its common shares, engage in hedging or similar transactions, or announce any such plans without the underwriters' prior written consent, subject to certain limited exceptions.
The company noted that, depending on market conditions, strategic priorities and other factors, it may increase or reduce its investment in Cadillac Mines over time.
The investment is consistent with AEM’s strategy of acquiring minority stakes in promising junior mining companies that control attractive exploration assets near its core operating regions. Such investments provide the company with early exposure to potential future discoveries while supporting exploration and resource development across the Abitibi district.
AEM shares have surged 17.3% in the past year compared with a 39.7% rise in the industry.
Image Source: Zacks Investment Research
AEM’s Zacks Rank & Key PicksAEM currently carries a Zacks Rank #5 (Strong Sell).
Some better-ranked stocks in the Basic Materials space are CSW Industrials, Inc. (CSW - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Ternium S.A. (TX - Free Report) . CSW, CRS and TX carry a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for CSW’s current-year earnings stands at $12.52 per share, implying a 20.6% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with the average surprise being 3.8%.
The Zacks Consensus Estimate for CRS’s current fiscal-year earnings is pegged at $10.58 per share, implying a 41.4% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 9%.
The Zacks Consensus Estimate for TX’s current-year earnings is pegged at $5.71 per share, indicating a 163.1% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters, with the average surprise being 3.5%.
Oracle klesl na nové 52týdenní minimum a je 62 % pod historickým maximem. Trh řeší, zda se rekordní backlog ve výši 638 miliard USD skutečně promění v tržby.
Developing artificial intelligence (AI) software requires substantial computing power, which is usually delivered through data centers that house thousands of specialized chips and components. Most businesses don't have the financial resources to build this infrastructure, so they rent it from cloud providers like Oracle (ORCL -4.27%) instead.
Oracle's data centers are among the fastest and most cost-efficient in the AI industry, so the company has amassed an order backlog of $638 billion from customers waiting for more capacity to come online. However, there are concerns that some of these customers won't be able to fulfill their commitments, which is concerning because Oracle has taken on a truckload of debt to build more infrastructure.
Oracle stock is currently down 62% from its all-time high, and hit a fresh 52-week low last Friday. Could this be the ultimate buying opportunity, or are the risks simply too high?
Image source: The Motley Fool.
Why Oracle's data centers are so popular Oracle's data centers house a wide selection of graphics processing units (GPUs) from top suppliers like Nvidia and Advanced Micro Devices, giving AI developers multiple options. Plus, the company has built some of the largest GPU clusters in the industry, allowing customers to scale up to over 131,000 chips simultaneously to run the most sophisticated AI models.
Moreover, Oracle uses software-powered automation to operate its data centers, enabling it to bring new locations online much faster than competitors that rely on human-led processes. The company's infrastructure also uses a proprietary random direct memory access (RDMA) networking technology, which moves data between chips and devices faster than traditional Ethernet networks.
All of this translates to lower costs and faster processing speeds, an ideal formula for AI developers that usually pay for computing capacity by the minute. As a result, AI leaders like OpenAI, Elon Musk's xAI, Cohere, and Meta Platforms have become some of Oracle's top customers.
Oracle's largest customer might be short on cash Oracle generated $19.2 billion in total revenue during its recent fiscal 2026 fourth quarter (ended May 31), a 21% increase from the year-ago period. Its cloud infrastructure segment accounted for $5.8 billion of that total, and it grew at a significantly faster pace of 93%.
But the headline number in the report was Oracle's remaining performance obligations (RPO), which jumped 363% to a record $638 billion. RPO reflects the value of signed contracts for services that haven't been delivered yet, so it's like an order backlog, and it's often used as a predictor of future revenue.
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But last September, The Wall Street Journal reported that OpenAI alone might account for $300 billion of Oracle's RPO. The start-up has just $25 billion in annualized revenue, and it's losing money, so it's unclear how it plans to fund such a major commitment. Even its most recent capital raise brought in just $122 billion from investors, which isn't anywhere near enough.
It appears Oracle is aware of that very issue. The company says it plans to recognize just 12% of its RPO as revenue over the next 12 months, followed by a further 34% in the 24 months after that. Simply put, less than half its RPO is expected to become revenue within the next three years, which is a very long time in a fast-moving industry like AI.
There's no guarantee Oracle's customers will even need as much computing capacity by then, and the company appears to recognize that risk. Its fiscal 2026 annual report actually warned investors of the risk of overestimating customer demand, and that it won't be able to repurpose its data centers for other workloads if parties like OpenAI don't fulfill their obligations.
Should investors buy Oracle stock on the dip? At first glance, Oracle looks cheap right now. Based on the company's fiscal 2026 earnings of $5.83 per share, its stock is trading at a price-to-earnings (P/E) ratio of just 19.7. That is a discount to both the S&P 500 and the Nasdaq-100 indexes, which have P/E ratios of 25.2 and 33.1, respectively.
ORCL PE Ratio data by YCharts
But it's very hard to value Oracle at the moment due to uncertainty around its RPO. To make matters worse, the company is carrying over $122 billion in long-term debt and recently announced plans to raise a further $40 billion through a mix of debt and equity to fund more data centers. Therefore, if it fails to convert its RPO into revenue, it could be left with piles of toxic debt that can't be refinanced. That is a big reason why investors are shunning its stock.
As a result, I wouldn't be in a hurry to invest in Oracle right now.
Philip Morris International zdvojnásobuje investici do svého kampusu v Coloradu na zhruba 1,2 miliardy USD do roku 2028 kvůli rozšíření výroby Zyn. Závod v Aurora byl otevřen v pondělí.
A woman poses with a cigarette in front of Philip Morris International logo in this illustration taken July 26, 2022. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
July 27 (Reuters) - Philip Morris International (PM.N), opens new tab said on Monday it had doubled its planned investment in its Colorado manufacturing campus to about $1.2 billion through 2028, as it expands production capacity for the Zyn nicotine pouch business.
The company in 2024 had initially announced a $600 million investment to build a manufacturing facility for Zyn nicotine pouches in Aurora, which opened on Monday.
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The company said the facility produces Zyn nicotine pouches and will support exports to markets across Asia, Latin America and the Caribbean.
Once fully operational, the facility is expected to generate approximately $550 million in annual economic impact and support 1,000 indirect jobs, the company said.
The Marlboro maker added that the Aurora campus joins the company's existing modern nicotine manufacturing operations in Owensboro, Kentucky, and Wilson, North Carolina.
Nicotine pouches are the fastest-growing nicotine product in the U.S., with millions of users, driving sales for Philip Morris and helping fuel the company's growth across smoke-free products including heated tobacco device IQOS and vapes.
The investment comes weeks after the U.S. Food and Drug Administration authorized 20 Zyn nicotine pouches as less harmful than cigarettes, allowing the company to market reduced-risk information compared with cigarettes.
In July, Philip Morris beat second-quarter estimates, helped by strong demand for smoke-free products.
Reporting by Sanskriti Shekhar in Bengaluru; Editing by Maju Samuel
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Carrier oznámila definitivní dohodu o prodeji své divize NORESCO společnosti OPTERRA Energy Services, dceřiné firmě LS Power. Očekává se, že transakce bude brzy uzavřena.
, /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, today announced that it has signed a definitive agreement to sell its NORESCO business to OPTERRA Energy Services, a subsidiary of LS Power. The transaction is expected to close shortly.
"The sale of NORESCO represents Carrier's continued commitment to portfolio simplification, allowing us to remain laser-focused on growth and innovation within our core businesses," said Carrier Chairman & CEO David Gitlin. "I want to thank the NORESCO team for their dedication and contributions to Carrier. We are confident that with OPTERRA, NORESCO is exceptionally well-positioned to continue delivering energy-efficiency solutions and long-term sustainable value to its customers."
Jefferies LLC is serving as financial advisor to Carrier. Akerman LLP is serving as external legal counsel.
About Carrier
Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure the safe transport of food, life-saving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit carrier.com or follow Carrier on social media at @Carrier.
Carrier. For the World We Share.
Cautionary Statement
This communication contains statements which, to the extent they are not statements of historical or present fact, constitute "forward-looking statements" under the securities laws. These forward-looking statements are intended to provide management's current expectations or plans for Carrier's future operating and financial performance, based on assumptions currently believed to be valid. Forward-looking statements can be identified by the use of words such as "believe," "expect," "expectations," "plans," "strategy," "prospects," "estimate," "project," "target," "anticipate," "will," "should," "see," "guidance," "outlook," "confident," "scenario" and other words of similar meaning in connection with a discussion of future operating or financial performance. Forward-looking statements may include, among other things, statements relating to the sale of Carrier's NORESCO business, expected uses of the net proceeds therefrom, strategies or transactions of Carrier, Carrier's plans with respect to its indebtedness and other statements that are not historical facts. All forward-looking statements involve risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. For additional information on identifying factors that may cause actual results to vary materially from those stated in forward-looking statements, see Carrier's reports on Forms 10-K, 10-Q and 8-K filed with or furnished to the U.S. Securities and Exchange Commission from time to time. Any forward-looking statement speaks only as of the date on which it is made, and Carrier assumes no obligation to update or revise such statement, whether as a result of new information, future events or otherwise, except as required by applicable law.
Vicor Corporation NASDAQ: VICR sits at one of the least glamorous and most critical points in the artificial intelligence supply chain, and almost nobody talks about it. While the market has fixated on the chipmakers, Vicor has been quietly supplying the power modules that keep large AI clusters running.
Vicor Today
$211.01 0.00 (0.00%)
As of 07/24/2026 04:00 PM Eastern
52-Week Range$41.76▼
$382.65P/E Ratio67.63
Price Target$381.67
Almost every conversation about the constraints facing AI eventually lands on power. Grid capacity and the scramble to get electricity to data centers have become a sub-theme of their own, and investors have piled into the obvious beneficiaries.
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Far less attention has been given to a harder engineering problem sitting at the very end of the chain. Getting electricity to the building is one thing, but getting more than 1,000 watts into a single AI accelerator, cleanly and without cooking it, is another entirely, and it's a problem only a handful of companies can solve.
Earlier this week, Vicor Corp. delivered a solid earnings report that beat expectations on both lines. Needham kept its Buy rating and, while cutting its target from $400 to $320, still sees roughly 50% upside from here. For investors looking to build a position in a company that has quietly become essential to the AI buildout, that gap between the results and the share price may not stay open for long.
Solving the Last Inch of the AI Power ProblemThe problem Vicor addresses is deceptively simple to describe. In essence, modern AI accelerators draw enormous amounts of current, and delivering that power across the final few millimeters onto the chip itself creates constraints that conventional approaches struggle with.
Vicor's answer is a proprietary architecture that converts power much closer to the point of use, alongside a vertical delivery approach that feeds current up through the package rather than across the board. On this week's earnings call, CEO Patrizio Vinciarelli said the company had completed development on a baseline current density target for its lead customer and would begin engaging selected customers with development systems for its second-generation technology this quarter.
The scale of the opportunity shouldn't be underestimated. As racks get denser and accelerators hungrier, the value of the power content inside each one climbs sharply, which bodes well for niche players like Vicor.
The Numbers Behind This Week's BeatThe second quarter delivered on almost every line. Earnings and core revenue both beat expectations comfortably, with the latter growing more than 49% year-over-year, while Advanced Products revenue, the part of the business tied most directly to AI infrastructure, jumped 45% sequentially to account for close to two-thirds of the total.
But the number that should hold investors' attention is the backlog, which rose 145% year-over-year to $380 million. That backlog isn't just demand being forecast; it's demand already committed.
Management also raised full-year revenue guidance, one of the most bullish signals they can make. Better still, that guidance assumes no new licensing agreements at all, meaning any fresh deals would land as pure upside on numbers the company has already committed to.
Why the Market Hasn't Caught on YetHowever, given the stock has barely moved in the days since the report, the most obvious question is why this profile is getting overlooked. The good news for investors is that the answer has very little to do with Vicor itself, and Needham actually called it out in its note to clients as the reason for trimming its target to $320.
Importantly, Needham didn't downgrade Vicor's business or cut its estimates. Still, it did lower the multiple it was willing to apply to those estimates, citing the broad compression that has swept across AI semiconductor valuations in recent weeks.
That's a critical distinction. Vicor hasn't been marked down because anything went wrong. It's been caught in a sector-wide derating that has hit every name with AI exposure, regardless of how their quarter actually went.
This Is Still a Bullish SetupThere's another point worth acknowledging. Vicor’s headline beat was flattered by one-off items. Hence, the underlying result was closer to expectations than the surface numbers suggest, and there’s a recognition that the company still has to fund significant levels of additional manufacturing capacity to meet the demand it's signing up.
But still, Needham kept its Buy rating on the stock, and that fresh target of $320, though trimmed, is still about 50% higher than where the stock is currently trading, which is a bullish setup no matter how you look at it.
Should You Invest $1,000 in Vicor Right Now?Before you consider Vicor, you'll want to hear this.
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Bloom Energy stock rose by over 5% in the premarket session as investors bought the dip ahead of the upcoming financial results on July 28. It rose to $194.5, up modestly from Friday’s low of $184. Even so, the stock remains nearly 50% below the highest point this year. So, will it rebound or continue falling further?
Bloom Energy is one of the fastest-growing companies in the energy industry, where it is used by firms across various industries like power and data centers. It generates electricity using solid oxide fuel cells (SOFCs), an electrochemical process rather than combustion.
The company has benefited substantially from the ongoing data center boom as electricity demand has surged. It has inked major deals with companies like Oracle, Nebius, and Brookfield.
READ MORE: Bloom Energy stock has slumped: buy the dip or sell the rip ahead of earnings?
As a result, analysts expect its business to continue growing as the number of data centers in the US rise. The average estimate among analysts is that its revenue jumped by 106% in the second quarter to $827 million.
For the third quarter, analysts expect the results will show that revenues jumped by 80% to $933 million. These are strong numbers for a company that has been in the industry for over two decades.
The annual revenue is expected to move from $2.02 billion last year to $3.74 billion this year. This growth is expected to accelerate next year, reaching $6.46 billion as it starts making money from its recently announced deals.
The most recently announced results revealed that Bloom Energy’s revenue jumped by 130% YoY to $750 million. Its gross margin also continued rising, reaching 30%, while the operating income hit $72.2 million.
Analysts are largely optimistic about Bloom Energy stock as the AI boom gains momentum. For example, JPMorgan boosted its target from $267 to $346, while Susquehanna boosted the target from $293 to $298. Baird sees the stock rising to $310, with the consensus target among analysts being $254.
The options market, however, expects heightened volatility after its earnings release this week. It has an implied volatility of 264%, with its open interest rising to 160,000. It has a put/call ratio of 2.65, a sign that there are more puts than calls, which is usually highly bearish sign.
Bloom Energy stock chart | Source: TradingView
The daily chart shows that the BE stock has plunged from the year-to-date high of $350 to a low of $184.90. It is hovering around the strong, pivot, reverse level of the Murrey Math Lines tool.
The stock has plunged below the crucial support level of $231, its lowest level on June 10 this year. It remains below the 100-day moving average, while the Average Directional Index (ADX) has jumped to 25, its highest level since June 3.
Therefore, the stock will likely continue falling after its earnings this week. If this happens, the stock may fall to the ultimate support of $125. However, a rebound, potentially to the Major S/R pivot point is possible after earnings.
Bank of Hawaii (BOH - Free Report) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.46 per share. This compares to earnings of $1.06 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +0.69%. A quarter ago, it was expected that this bank holding company would post earnings of $1.33 per share when it actually produced earnings of $1.3, delivering a surprise of -2.26%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Bank of Hawaii, which belongs to the Zacks Banks - West industry, posted revenues of $196.9 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.71%. This compares to year-ago revenues of $174.48 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Bank of Hawaii shares have added about 22.8% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Bank of Hawaii?While Bank of Hawaii has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Bank of Hawaii was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.49 on $202.38 million in revenues for the coming quarter and $5.89 on $798.87 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - West is currently in the top 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Coastal Financial Corporation (CCB - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.
This company is expected to post quarterly earnings of $0.95 per share in its upcoming report, which represents a year-over-year change of +33.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Coastal Financial Corporation's revenues are expected to be $162.7 million, up 36.2% from the year-ago quarter.
Credit Acceptance mění vedení, aby urychlila digitálně orientovanou strategii: přichází nový marketingový ředitel Siddharth Lal a firma hledá nového technologického šéfa. Andrew Rostami a Ravi Mohan odcházejí 14. srpna 2026.
Southfield, Michigan, July 27, 2026 (GLOBE NEWSWIRE) -- Credit Acceptance Corporation (Nasdaq: CACC) (referred to as the “Company”, “Credit Acceptance”, “we”, “our”, or “us”), announced leadership changes designed to advance our digital-first strategy and position the Company for long-term success.
Siddharth Lal is joining the Company as Chief Marketing Officer. In this role, Mr. Lal will lead Credit Acceptance’s Marketing organization and will have ongoing executive leadership responsibility for Product, bringing the Company’s customer, dealer, product, and brand efforts under a more integrated leadership structure. He will lead efforts to deepen customer insights, enhance dealer and consumer engagement; bring innovative products and solutions to market; and support the Company’s next phase of growth and evolution.
Mr. Lal has significant experience leading growth at scale and a strong understanding of customer needs across a wide range of consumer segments, including subprime consumers. During more than 20 years at T-Mobile, most recently as Senior Vice President – Commercial Management, he helped drive customer growth, sharpen the company’s market position, and build high-performing teams with strong commercial execution.
“Under Sid’s leadership, we will deepen our understanding of our customers, build differentiated products, and deliver experiences that are simpler, faster, and more effective,” said Vinayak Hegde, Chief Executive Officer. “Sid brings deep expertise in Product, Marketing, and business transformation, along with a proven ability to translate strategy into growth.”
“I am excited to partner with an exceptional leadership team, to serve my team and the organization, and to work alongside an incredible network of dealers,” said Mr. Lal. “The focus is clear: drive growth and retention with the consumer, the dealer, and the team at the center, through a digital-first strategy that simplifies and improves the experience for all, creating real and lasting value.”
The Company also has hired and plans to announce a new Chief Technology Officer in late August. These executive leadership changes reflect the Company’s decision to bring leaders with proven transformation experience and new capabilities to product, marketing, and technology as we advance the next phase of our digital-first strategy. Mr. Hegde will work closely with the leadership team to maintain momentum across the Company’s product roadmap, technology modernization efforts, and dealer and consumer experience initiatives.
In connection with these changes, Andrew Rostami, Chief Product and Marketing Officer, and Ravi Mohan, Chief Technology Officer, will step down, effective August 14, 2026. The Company expects both leaders to support a smooth transition of responsibilities in the next six months and appreciates their contributions during a period of modernization and change.
“Andrew and Ravi have made important contributions to Credit Acceptance during a period of modernization and change,” said Mr. Hegde. “Andrew helped strengthen our Product and Marketing capabilities and advanced important growth initiatives, while Ravi helped modernize our technology foundation and accelerate the delivery of digital capabilities. We are grateful for their leadership and appreciate their continued support to help ensure a smooth transition.”
Finally, Kenneth Booth announced his retirement from the Company’s board of directors (the “Board”) on July 21, 2026. In November 2025, Mr. Booth had agreed to remain on the Company’s Board to support Mr. Hegde’s transition to Chief Executive Officer following his long career with Credit Acceptance, which included serving as the Chief Executive Officer and President. The Board has reduced its size from six to five directors with no immediate plans to add another director.
“After a more than 20-year career with Credit Acceptance, I remained on the Board to support Vinayak and the executive team and helped ensure the Company was well positioned for continued success. With that transition now complete, I believe this is the right time for me to retire from the Board,” Mr. Booth said. “While I am stepping away from my formal role, I will continue to be a proud shareholder and supporter of the Company."
“Ken's leadership and stewardship have had a profound impact on Credit Acceptance. He helped build a strong and enduring Company while remaining deeply committed to our mission and values. We are grateful for his many contributions and for the support he provided,” Mr. Hegde said. “On behalf of everyone at Credit Acceptance, I thank Ken for his service and wish him the very best in retirement.”
Together, these changes are designed to support continuity in execution and align the Company’s leadership structure with our next phase of growth.
Description of Credit Acceptance Corporation
We make vehicle ownership possible by providing innovative financing solutions that enable automobile dealers to sell vehicles to consumers regardless of their credit history. Our financing programs are offered through a nationwide network of automobile dealers who benefit from sales of vehicles to consumers who otherwise could not obtain financing; from repeat and referral sales generated by these same customers; and from sales to customers responding to advertisements for our financing programs, but who actually end up qualifying for traditional financing.
Without our financing programs, consumers are often unable to purchase vehicles or they purchase unreliable ones. Further, as we report to the three national credit reporting agencies, an important ancillary benefit of our programs is that we provide consumers with an opportunity to improve their lives by improving their credit score and move on to more traditional sources of financing. Credit Acceptance is publicly traded on the Nasdaq Stock Market under the symbol CACC. For more information, visit creditacceptance.com.
Amkor Technology oznámila víceletou spolupráci s Nvidií na vývoji pokročilých technologií pro balení a testování polovodičů pro AI a akcelerované výpočetní platformy. Výsledky za 2. čtvrtletí zveřejní po uzavření trhu v pondělí 27. července.
Amkor Technology, Inc. (NASDAQ:AMKR) will release its second quarter earnings report after the closing bell on Monday, July 27.
Analysts expect the Tempe, Arizona-based company to report quarterly earnings of 47 cents per share, up from 22 cents per share in the year-ago period. The consensus estimate for Amkor Technology’s quarterly revenue is $1.8 billion. It reported $1.51 billion last year, according to Benzinga Pro.
On July 23, Amkor Technology announced a multi-year partnership with Nvidia (NASDAQ:NVDA) to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms.
Shares of Amkor Technology fell 0.6% to close at $64.96 on Friday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying AMKR stock? Here’s what analysts think:
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Cognizant rozšířil strategické partnerství s Anthropic a zařadil se mezi Global Premier Partners v síti Claude Partner Network. Firma už Claude nasazuje v klientských projektech napříč výrobou, životními vědami a pojišťovnictvím s měřitelnými výsledky.
As a Global Premier Partner in the Claude Partner Network, Cognizant brings the industry depth and delivery scale to take Claude from enterprise AI pilots to results in production Cognizant is embedding Claude across its own business and engineering platforms, while scaling a Claude-certified workforce as part of its new Frontier Certified workforce model Cognizant is already applying Claude in client work spanning manufacturing, life sciences and insurance, delivering measurable results in production , /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced an expanded strategic partnership with Anthropic, becoming one of a small number of Global Premier Partners in the Claude Partner Network. The expanded relationship builds on the partnership announced in late 2025.
The expanded partnership addresses the gap between model capability and companies' ability to drive business results. Closing that gap extends beyond model capability. It takes the domain context, engineering depth and delivery scale to embed AI into the systems enterprises already run on. That is the mandate Cognizant executes as an AI Builder.
"AI capability is rising faster than enterprises can absorb it, and that gap is the defining problem of this moment," said Ravi Kumar S, CEO, Cognizant. "Our role is to be the bridge. We bring the industry context, the engineering scale and the trust frameworks that use Claude to deliver production outcomes inside the most demanding enterprise environments. This partnership with Anthropic is about doing that for clients who need AI they can rely on, not just experiment with."
"Deepening our partnership with Cognizant will help more companies harness AI's growing capability and deploy it in real, practical ways for their businesses. From manufacturing to the life sciences, Cognizant is bringing Claude into the everyday work of some of the world's most demanding industries — the kinds of contexts where AI can demonstrate its greatest value for humanity," said Daniela Amodei, Co-Founder and President of Anthropic.
Cognizant is already applying Claude in client work spanning multiple regulated industries, with measurable results. In manufacturing, Cognizant delivered a working AI-led customer experience portal for a global manufacturer within six months of kickoff. In life sciences, Cognizant built an agentic contract-intelligence system for a biopharmaceutical company that has helped cut contract review time by up to 40 percent while lifting extraction accuracy above 88 percent in that deployment. In insurance, Cognizant developed a risk-navigation tool that helped turn hours of manual research into about a minute for underwriters evaluating similar accounts, saving each underwriter roughly eight hours a week in that deployment. Additional work is underway across financial services, telecommunications and other industries.
Cognizant currently holds the most certifications on Claude globally - a reflection of the scale of investment enterprises are making as AI services spend expands well beyond traditional technology budgets. Cognizant's work with Travelport is one proof point of that shift: Claude is expected to be deployed across Travelport's software delivery lifecycle, with its large context window analyzing Travelport's codebases to surface embedded business logic at scale — one of the most technically demanding elements of enterprise modernization — to modernize how its travel retailing and distribution platforms are built, tested and maintained.
Cognizant is also embedding Claude across platforms including Flowsource™, Neuro® AI Engineering and Neuro® IT Ops, as part of an open, model-agnostic strategy. Flowsource™, an established full-stack engineering platform, has evolved to introduce an agentic workforce alongside human engineers, integrating Claude Code directly into its Spec-Driven Development module. Flowsource directs these agents using specifications, coding standards and architectural blueprints, then automatically checks the output against those same standards to help support reliable, production-grade software.
With Cognizant's recently announced Frontier workforce model, the company has committed to readying 5,000 Frontier Certified Engineers and 10,000 Frontier Business Operators credentialed directly by frontier-model companies, as part of a certification pipeline reaching 40,000 professionals. Claude certification and training already make up a meaningful and growing share of it.
To date, more than 30,000 Cognizant associates have completed Claude training, with both certification and training figures expected to grow towards the full complement of 350,000+ Cognizant associates as Cognizant expands platform fluency across the company. That depth runs through Cognizant's software engineering practice in particular, where teams use Claude as part of how they build for clients every day, the same capability the company applies internally that it now brings to market.
About Cognizant
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization's unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at www.cognizant.ai or @cognizant.
Soud v USA umožnil pokračování klíčových částí žaloby proti Humana kvůli údajným zavádějícím výrokům o nákladech na zdravotní péči. Po odhalení problémů v říjnu 2024 akcie klesly o 22 %.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP reminds Humana Inc. (NYSE: HUM) investors that the firm is investigating potential legal claims arising from alleged false and misleading statements about the company's exposure to increased healthcare utilization costs. Current shareholders are encouraged to contact the firm here: https://www.classactionlawyers.com/humana.
On April 27, 2026, U.S. District Judge Jennifer L. Hall ruled that key claims in a securities fraud lawsuit against Humana and its former CEO and CFO will move forward. The lawsuit alleges that between July 2022 and October 2024, the company misled investors regarding the company's exposure to increased post-pandemic healthcare utilization costs. These statements allegedly caused Humana's stock to trade at artificially inflated prices. Judge Hall found the complaint sufficiently alleged that defendants acted with scienter, or an intent to defraud, in making these false and misleading statements. During this period, company insiders sold over $104 million in stock. When the truth was fully revealed in October 2024 and the company reported sharp declines in many of its plans' Star ratings, Humana's stock price fell 22%.
We are investigating potential wrongdoing by Humana's directors and officers in connection with these allegations.
If you own Humana stock, you may have legal options. Visit https://www.classactionlawyers.com/humana to learn more.
About Schubert Jonckheer & Kolbe LLP
Schubert Jonckheer & Kolbe represents consumers in class actions and shareholders in derivative actions against corporate officers and directors. The firm is based in San Francisco and, with the help of co-counsel, litigates cases nationwide.
Labcorp spouští Marker by Labcorp™ Genetic Health Panel, který analyzuje 163 genů spojených s více než 100 lékařsky využitelnými dědičnými riziky. Test bude dostupný přes Labcorp OnDemand od 3. srpna 2026.
New offering analyzes 163 genes linked to more than 100 medically actionable conditions Includes genetic counseling support to help consumers understand results and take informed next steps Consumers can now access biomarker and hereditary genetic testing from a single source through Labcorp OnDemand , /PRNewswire/ -- Labcorp (NYSE: LH), a global leader of innovative and comprehensive laboratory services, today announced the launch of Marker by Labcorp™ Genetic Health Panel, a new offering designed to help consumers better understand inherited risks associated with more than 100 medically actionable health conditions. Available through Labcorp OnDemand, the panel analyzes 163 genes associated with hereditary cancer, cardiovascular conditions and metabolic conditions and includes access to licensed genetic counselors to help consumers understand their results and discuss appropriate next steps. The Marker by Labcorp Genetic Health Panel is backed by Labcorp's established expertise in clinical genetic testing through Labcorp Genetics and its Invitae genetic testing capabilities.
Photo courtesy of Labcorp Bridging Consumer Access and Clinical Genetics
Many people carry inherited genetic variants without knowing it. Research shows nearly one in six adults who undergo genetic testing discover a variant linked to a serious and medically actionable health condition. Family health history can provide important clues about inherited risk, but many people have incomplete or unavailable information about their relatives' health.
The Marker by Labcorp Genetic Health Panel was developed to help address this gap by combining clinical genetic testing, specimen collection and genetic counseling into a single consumer healthcare experience.
"Genetic information can play an important role in identifying health risks before symptoms appear, yet millions of people are unaware they carry an inherited genetic variant associated with an increased risk of serious disease," said Dr. Leslie Saltzman, vice president of consumer health solutions at Labcorp. "The Marker by Labcorp Genetic Health Panel expands access to genetic health insights by combining genetic testing, genetic counseling support and Labcorp's genetics expertise into a single, convenient healthcare experience. Consumers can now access both biomarker and genetic testing through Labcorp OnDemand from a single source, supporting a more comprehensive approach to understanding their health."
How the Testing Process Works
Consumers can purchase the Marker by Labcorp Genetic Health Panel directly through Labcorp OnDemand and schedule a blood draw at one of Labcorp's more than 2,200 patient service centers nationwide. Specimen collection is performed by a trained phlebotomist, after which samples are sent to Labcorp laboratories for analysis.
Results are delivered through Labcorp's secure patient portal and MyLabcorp™, the company's AI-powered mobile platform, where consumers can view their genetic health report alongside other available Labcorp test results. A comprehensive report includes any identified findings, educational resources tailored to individual results, and access to a licensed genetic counselor who can help interpret results, answer questions and discuss appropriate next steps.i Consumers may also share their results with healthcare providers to support further discussions or decisions about their care.
Marker by Labcorp expands the testing options available through Labcorp OnDemand, connecting consumers to both biomarker and hereditary genetic testing through a single trusted source.
The Marker by Labcorp Genetic Health Panel will be available through Labcorp OnDemand beginning August 3, 2026. To learn more, visit https://www.ondemand.labcorp.com/.
About Labcorp
Labcorp (NYSE: LH) is a global leader of innovative and comprehensive laboratory services that helps doctors, hospitals, pharmaceutical companies, researchers and patients make clear and confident decisions. We provide insights and advance science to improve health and improve lives through our unparalleled diagnostics and drug development laboratory capabilities. The company's nearly 71,000 employees serve clients in approximately 100 countries, provided support for more than 85% of the new drugs and therapeutic products approved by the FDA in 2025 and performed more than 750 million tests for patients around the world. Learn more at www.labcorp.com.
i Results are not diagnostic and should be considered together with a person's medical history, family history and other risk factors.
Brisbane, Queensland, Australia--(Newsfile Corp. - July 27, 2026) - Graphene Manufacturing Group Ltd. (TSXV: GMG) (OTCQX: GMGMF) ("GMG" or the "Company") is pleased to announce that Blackwoods will distribute GMG Products in Australia. Blackwoods will distribute GMG's liquid graphene products: G® LUBRICANT and THERMAL-XR®.
Blackwoods is Australia's leading supplier of industrial and safety solutions, supporting businesses of all sizes across mining, manufacturing, construction, transport, government, utilities and other critical industries. Established in 1878 and part of the Wesfarmers Group (ASX: WES), Blackwoods provides an extensive range of over 300,000 products spanning safety, personal protective equipment, tools, workwear, maintenance, repair and operations supplies, and specialised industrial solutions.
Blackwoods operates a national network of branches, distribution centres and online platforms, supported by more than 2,000 team members and a dedicated field sales force.
John Veitch, Blackwoods Category Manager for Australia, commented "Blackwoods is pleased to add GMG's innovative graphene-enhanced products to our industrial product offering across Australia. Our customers are continually looking for practical solutions that support equipment reliability, operational efficiency and improved asset performance. We see G® LUBRICANT and THERMAL-XR® as strong additions to our range and look forward to supporting their availability through our branch, sales and distribution network."
Craig Nicol, CEO & Managing Director of the Company, commented "We are very pleased to have Blackwoods distribute G® LUBRICANT and THERMAL-XR® in Australia. Blackwoods has an excellent reputation, extensive customer reach and a strong industrial distribution network, making them an ideal channel partner for GMG as we continue to commercialise our graphene-enhanced products. Blackwoods' focus on industrial customers, safety, quality and reliable supply aligns strongly with GMG's approach to bringing practical graphene solutions to market. We believe this relationship can help increase customer access to G® LUBRICANT and THERMAL-XR® across a wide range of industrial and commercial applications."
Jack Perkowski, Non-Executive Chairman and Director of the Company, commented: "This is an important commercial development for GMG. Partnering with a leading industrial distributor such as Blackwoods provides GMG with an established route to market in Australia and supports our strategy of scaling sales through high-quality distribution partners. Blackwoods' extensive branch network, sales capability and customer relationships provide a strong platform for GMG's products. The Board is pleased to see continued progress in building the commercial foundations for GMG's graphene products."
About GMG:
GMG is an Australian based clean-technology company which develops, makes and sells graphene enhanced products manufactured where the graphene is made via in house production process. GMG uses its own proprietary production process to decompose natural gas (i.e. methane) into its natural elements, carbon (as graphene), hydrogen and some residual hydrocarbon gases. This process produces high quality, low cost, scalable, 'tuneable' and low/no contaminant graphene suitable for use in clean-technology and other applications.
The Company's present focus is to de-risk and develop commercial scale-up capabilities, and secure market applications. In the energy savings segment, GMG has initially focused on graphene enhanced heating, ventilation and air conditioning ("HVAC-R") coating (or energy-saving coating) which is now being marketed into other applications including electronic heat sinks, industrial process plants and data centres. Another product GMG has developed is the graphene lubricant additive focused on saving liquid fuels initially for diesel engines.
In the energy storage segment, GMG and the University of Queensland are working collaboratively with financial support from the Australian Government to progress R&D and commercialization of graphene aluminium-ion batteries ("G+AI Batteries"). GMG has also developed a graphene additive slurry that is aimed at improving the performance of lithium-ion batteries.
GMG's 4 critical business objectives are:
Produce Graphene and improve/scale cell production processesBuild Revenue from Energy Savings ProductsDevelop Next-Generation BatteryDevelop Supply Chain, Partners & Project Execution CapabilityNeither the TSX Venture Exchange nor 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 news release.
This news release includes certain statements and information that may constitute forward-looking information within the meaning of applicable Canadian and U.S. securities laws. Forward-looking statements relate to future events or future performance and reflect the expectations or beliefs of management of the Company regarding future events. Generally, forward-looking statements and information can be identified by the use of forward-looking terminology such as "intends", "believes" "expects" or "anticipates", or variations of such words and phrases or statements that certain actions, events or results "may", "could", "should", "would" or will "potentially" or "likely" occur. This information and these statements, referred to herein as "forward‐looking statements", are not historical facts, are made as of the date of this news release and include without limitation, statements regarding: the anticipated distribution of G® LUBRICANT and THERMAL-XR® by Blackwoods, the potential for Blackwoods to distribute additional GMG products, alignment between Blackwoods and GMG and its impact on bringing GMG's graphene solutions to market, Blackwoods' role in increasing customer access to G® LUBRICANT and THERMAL-XR® across a wide range of industrial and commercial applications, Blackwoods providing GMG with an established route to market in Australia and supporting GMG's scaling strategy, Blackwoods providing a strong platform for GMG products, GMG's intentions to develop commercial scale-up capabilities, GMG's focus in the energy savings segment, GMG's intentions for the use of graphene lubricant additive on saving liquid fuels, expectations for R&D and commercialisation of G+AI Batteries, GMG's ability to improve the performance of lithium-ion batteries and the Company's four critical business objectives.
Such forward-looking statements are based on a number of assumptions of management. Additionally, forward-looking information involves a variety of known and unknown risks, uncertainties and other factors which may cause the actual plans, intentions, activities, results, performance or achievements of GMG to be materially different from any future plans, intentions, activities, results, performance or achievements expressed or implied by such forward-looking statements. Such risks include, without limitation that GMG does not receive or receive on a timely basis the fully signed consent notice from the and the risk factors set out under the heading "Risk Factors" in the Company's annual information form dated November 4, 2025 available for review on the Company's profile at www.sedarplus.ca.
Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements or forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements and forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. The Company does not undertake to update any forward-looking statement, forward-looking information or financial out-look that are incorporated by reference herein, except in accordance with applicable securities laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306628
Source: Graphene Manufacturing Group Ltd.
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UBS varuje, že zlato může krátkodobě dál oslabovat kvůli vyšším výnosům dluhopisů a nižším geopolitickým rizikům. Cíl 5 200 USD za unci do června 2027 ale ponechává.
UBS believes gold prices could face further near-term pressure from rising bond yields and easing geopolitical risk, but says any pullback should be viewed as a buying opportunity.
The bank continues to target $5,200 per ounce by mid-2027, arguing that structural demand from central banks and investors remains intact.
The Gold price in US Dollars (XAU/USD) traded around $4,080 on Monday after extending its consolidation around the $4,000 level, well below this year's record highs above $5,300.
Image: XAU/USD 1 year chart The one-year chart shows gold retreating from its March peak above $5,300 before stabilising around the $4,000 level.
UBS believes the broader bull market remains intact despite the correction.
UBS says the precious metal has entered a consolidation phase as investors weigh stronger US economic data against persistent geopolitical uncertainty.
The bank notes that higher Treasury yields and a more cautious outlook for Federal Reserve rate cuts could generate further short-term weakness.
"Near-term risks are skewed towards a deeper pullback."
However, UBS argues that the longer-term investment case has changed little.
"We continue to expect gold to reach USD 5,200/oz by June 2027."
According to the bank, structural demand from central banks remains exceptionally strong, while investors are likely to increase allocations once interest-rate uncertainty begins to fade.
UBS also believes that geopolitical tensions continue to provide an important backstop for prices.
"Periods of weakness should be viewed as opportunities to add exposure."
The bank maintains that any decline towards the $3,850 area would represent an attractive entry point for long-term investors rather than signalling the end of the bull market.
Gold Forecast: UBS Says Structural Drivers Remain Intact UBS expects gold to remain volatile over the coming months as markets respond to changing expectations for US monetary policy.
Even so, the bank believes higher real yields are unlikely to outweigh the combination of central bank buying, continued reserve diversification and safe-haven demand.
Image: Gold price in US Dollars (USD) 1 day chart The one-day chart highlights gold's consolidation around $4,080, with prices struggling to break higher as stronger US yields offset continued safe-haven demand.
While UBS accepts that gold may remain rangebound in the short term, it continues to forecast a renewed advance over the next year, with $5,200 remaining its central price target by mid-2027.
Exchange Rates UK Research Our currency coverage draws on live market data, official economic releases and published bank research.
Společnost Lexicon Pharmaceuticals dokončila nábor do klíčové studie fáze 3 SONATA-HCM se sotagliflozinem u symptomatické hypertrofické kardiomyopatie. Studie překročila cíl 500 pacientů a první výsledky se čekají v 1. čtvrtletí 2027.
Study substantially exceeded enrollment target of 500 patients
Topline results anticipated in Q1 2027
THE WOODLANDS, Texas, July 27, 2026 (GLOBE NEWSWIRE) -- Lexicon Pharmaceuticals, Inc. (Nasdaq: LXRX) today announced that randomization of patients has been completed in the pivotal Phase 3 “SOtaglifloziN in Patients with SymptomATic obstructive And non-obstructive Hypertrophic CardioMyopathy (SONATA-HCM)” clinical trial evaluating sotagliflozin in patients with non-obstructive (nHCM) and obstructive (oHCM) hypertrophic cardiomyopathy.
The study substantially exceeded its enrollment target of 500 patients across more than 130 sites in 20 countries. The primary efficacy endpoint will assess improvement in symptoms for the entire population (nHCM and oHCM). The final study population included a substantial majority of patients with non-obstructive HCM, providing a robust opportunity to evaluate sotagliflozin in a patient group for whom effective treatment options remain limited, as well as a meaningful cohort of patients with obstructive HCM. Lexicon believes the final study population will enable a thorough assessment of sotagliflozin's potential across the spectrum of symptomatic HCM. Topline results are anticipated in the first quarter of 2027.
“Completion of patient enrollment in SONATA-HCM marks an important milestone for patients living with the symptoms of HCM, a chronic, progressive disease,” said Craig Granowitz, M.D., Ph.D., Lexicon’s senior vice president and chief medical officer. “We believe that sotagliflozin, a dual SGLT1 and SGLT2 inhibitor with a unique mechanism of action as compared to currently available treatments, has the potential to be a differentiated option for symptomatic HCM patients. We look forward to sharing topline results in the first quarter of 2027.”
SONATA-HCM is the only ongoing Phase 3 study in both non-obstructive and obstructive HCM and is the largest Phase 3 study including both nHCM and oHCM to date. SONATA-HCM is a randomized, double-blind, placebo-controlled, multinational trial that is evaluating the efficacy of sotagliflozin on symptoms, function, and other patient-reported outcomes, as well as safety, in patients with symptomatic HCM. The primary efficacy endpoint is improvement in symptoms, as measured by change from baseline to week 26 in the Kansas City Cardiomyopathy Questionnaire Clinical Summary Score (KCCQ CSS). Patients with symptomatic HCM on a stable dose of guideline-directed therapy for HCM, including cardiac myosin inhibitors, were permitted to enroll in the study depending on certain criteria.
“For patients living with hypertrophic cardiomyopathy, there remains a significant need for additional treatment options that can help address persistent symptoms and improve daily function,” said Sharlene M. Day, M.D., co-principal investigator for SONATA-HCM, Presidential Professor, Director of Translational Research of the Penn Cardiovascular Institute, University of Pennsylvania. “Having a well-tolerated medication with a distinct mechanism of action that can complement other therapies would be an important advance for physicians and patients.”
“Completing enrollment in SONATA-HCM is a major achievement for the HCM community and reflects the commitment of investigators, study teams and participants,” said Carolyn Y. Ho, M.D., co-principal investigator for SONATA-HCM, Professor of Medicine at Harvard Medical School and Medical Director of the Cardiovascular Genetics Center at Brigham and Women’s Hospital. “We are grateful to the patients involved in this trial, whose partnership is essential to advancing research and hopefully bringing a novel treatment option to people living with HCM.”
About Sotagliflozin
Discovered using Lexicon’s unique approach to gene science, sotagliflozin is an oral inhibitor of two proteins responsible for glucose regulation known as sodium-glucose cotransporter types 2 and 1 (SGLT2 and SGLT1). SGLT2 is responsible for glucose and sodium reabsorption by the kidney and SGLT1 is responsible for glucose and sodium absorption in the gastrointestinal tract. Sotagliflozin has been studied in multiple patient populations encompassing heart failure, diabetes, and chronic kidney disease in clinical studies involving approximately 20,000 patients. Sotagliflozin is also currently under investigation for hypertrophic cardiomyopathy (HCM).
About Lexicon Pharmaceuticals
Lexicon is a biopharmaceutical company with a mission of pioneering medicines that transform patients’ lives. Lexicon has a pipeline of drug candidates in discovery, preclinical, and clinical development in neuropathic pain, hypertrophic cardiomyopathy (HCM), obesity and metabolic disorders, and other cardiometabolic indications. For additional information, please visit www.lexpharma.com.
Safe Harbor Statement
This press release contains “forward-looking statements,” including statements relating to the research, development and therapeutic and commercial potential of sotagliflozin in hypertrophic cardiomyopathy. In addition, this press release may also contain forward-looking statements relating to Lexicon’s financial position and long-term outlook on its business, including the commercialization of its approved products and the clinical development of, regulatory filings for, and potential therapeutic and commercial potential of its other drug candidates. In addition, this press release also contains forward looking statements relating to Lexicon’s growth and future operating results, discovery, development and commercialization of products, strategic alliances and intellectual property, as well as other matters that are not historical facts or information. All forward-looking statements are based on management’s current assumptions and expectations and involve risks, uncertainties and other important factors, specifically including Lexicon’s ability to meet its capital requirements, successfully commercialize its approved products, successfully conduct preclinical and clinical development and obtain necessary regulatory approvals of its other drug candidates on its anticipated timelines, achieve its operational objectives, obtain patent protection for its discoveries and establish strategic alliances, as well as additional factors relating to manufacturing, intellectual property rights, and the therapeutic or commercial value of its approved products and other drug candidates. Any of these risks, uncertainties and other factors may cause Lexicon’s actual results to be materially different from any future results expressed or implied by such forward-looking statements. Information identifying such important factors is contained under “Risk Factors” in Lexicon’s annual report on Form 10-K for the year ended December 31, 2025, as filed with the Securities and Exchange Commission. Lexicon undertakes no obligation to update or revise any such forward-looking statements, whether as a result of new information, future events or otherwise.
For Media Inquiries:
Dave Belian
Lexicon Pharmaceuticals, Inc. [email protected]
For Investor Inquiries:
Lisa DeFrancesco
Lexicon Pharmaceuticals, Inc. [email protected]
Archer Aviation představila s Andurilem autonomní VTOL platformu Thunder a Halo; akcie v den oznámení vzrostly asi o 20 %. CEO Adam Goldstein říká, že jde o nejsofistikovanější platformu letounů s vertikálním zdvihem, jaká kdy byla vyvinuta.
Shares of Archer Aviation (ACHR -6.65%) have been jumping recently after the company announced new aircraft stemming from its partnership with Anduril, a defense technology and autonomous systems company. It's a huge deal for Archer, an electric vertical take-off and landing (eVTOL) stock that has been in a tailspin for much of the year.
Archer's CEO is bullish on the opportunities this could unlock for the company. However, despite the positive news, the eVTOL stock is still down 37% year to date. Could now be a good time to buy it?
Image source: Getty Images.
Archer unveils Thunder and Halo Last week, Archer announced details around a new autonomous VTOL platform it had developed with Anduril, which can be used for both commercial and defense purposes. One of the new aircraft from the platform, Thunder, will provide speed, range, and payload that are necessary for defense applications, while also being cost-efficient. Archer expects Thunder's first flight to take place next year. A few days later, the company also unveiled Halo, which is the commercial variant that it developed with Anduril. Like Thunder, it will be autonomous and be able to take on heavy payloads. Archer has already been working on certifying its piloted eVTOL Midnight aircraft, which is designed for air taxi services.
In announcing the news, Archer CEO Adam Goldstein said, "This is the most sophisticated vertical lift aircraft platform ever developed--it's exactly what our customers need." The opportunities could be significant for Archer, particularly in defense, where demand can be high.
Today's Change
(
-6.65
%) $
-0.34
Current Price
$
4.77
Is Archer's stock destined to soar higher? Archer's stock rose by around 20% on the day that it announced Thunder and the program with Anduril.
The market remains hesitant, however, because while the opportunities are significant, so too are the risks and uncertainties. Archer's aircraft still requires certification, and until it begins manufacturing at scale, it'll be difficult to know just how long it may take for the business to become profitable, as it's a capital-intensive industry. Its losses have also been growing, totaling $743 million over the trailing 12 months.
The eVTOL stock may be a compelling option for growth investors to consider, but this is an investment that will clearly require a lot of patience, as it'll take time for Archer to generate any significant revenue and even longer before it has any hope of achieving profitability. But with its opportunities expanding in scope due to the new platform it has developed with Anduril, Archer's stock clearly has a lot of upside and room to grow.
Alpha Metallurgical Resources snížila celoroční odhad prodeje metalurgického uhlí na 13,2 až 14,0 milionu tun a zvýšila odhad nákladů na 103 až 107 USD za tunu. Ve 2. čtvrtletí očekává čistou ztrátu 12,3 milionu USD.
Company Reduces Shipment Guidance, Raises Cost Expectations
, /PRNewswire/ -- Alpha Metallurgical Resources, Inc. (NYSE: AMR), a leading U.S. supplier of metallurgical products for the steel industry, today announced preliminary financial results for the second quarter ending June 30, 2026. The company plans to release its definitive second quarter financial results on August 7, 2026.
(millions, except per share)
Three months ended
Jun. 30, 2026
Net loss
($12.3)
Net loss per diluted share
($0.96)
Adjusted EBITDA(1)
$25.6
Tons of coal sold
3.5
__________________________________
1. This is a non-GAAP financial measure. A reconciliation of Net loss to Adjusted EBITDA is included in tables accompanying the financial schedules.
"Today we are providing an early look at our financial results for the second quarter, which included lighter-than-expected shipment volumes," said Andy Eidson, Alpha's chief executive officer. "Based on our first half performance, continued met coal market weakness, and the previously announced equipment damage at Dominion Terminal Associates (DTA), we are reducing our expected sales volumes for the year. As a result of lower tonnage and higher supplies and maintenance costs, we are raising our cost of coal sales guidance to reflect these challenges. While the wind-related equipment damage at DTA is unfortunate, we are grateful to the terminal leaders who have worked safely and resourcefully to keep the terminal operational at its best possible efficiency given the circumstances. We expect to provide more information about our plans at DTA when we announce our definitive Q2 financial results on August 7."
Preliminary Financial Performance
Alpha expects to report a net loss of $12.3 million, or $0.96 per diluted share, for the second quarter 2026.
For the second quarter, total Adjusted EBITDA was $25.6 million.
Coal Revenues
(millions)
Three months ended
Jun. 30, 2026
Met segment
$491.5
Met segment (excl. freight & handling)(1)
$421.3
Tons Sold
(millions)
Three months ended
Jun. 30, 2026
Met segment
3.5
__________________________________
1. Represents Non-GAAP coal revenues which is defined and reconciled under "Non-GAAP Financial Measures" and "Results of Operations."
Coal Sales Realization(1)
(per ton)
Three months ended
Jun. 30, 2026
Met segment
$118.71
__________________________________
1. Represents Non-GAAP coal sales realization which is defined and reconciled under "Non-GAAP Financial Measures" and "Results of Operations."
Second quarter net realized pricing for the Met segment was $118.71 per ton.
The table below provides a breakdown of our Met segment coal sold in the second quarter by pricing mechanism.
(in millions, except per ton data)
Met Segment Sales
Three months ended Jun. 30, 2026
Tons Sold
Coal Revenues
Realization/ton(1)
% of Met Tons Sold
Domestic
0.9
$124.8
$134.37
30 %
Export - Australian indexed
0.7
$98.5
$143.82
22 %
Export - other pricing mechanisms
1.5
$162.9
$109.08
48 %
Total Met coal revenues
3.1
$386.2
$124.30
100 %
Thermal coal revenues
0.4
$35.1
$79.36
Total Met segment coal revenues (excl. freight & handling)(1)
3.5
$421.3
$118.71
__________________________________
1. Represents Non-GAAP coal sales realization which is defined and reconciled under "Non-GAAP Financial Measures" and "Results of Operations."
Cost of Coal Sales
(in millions, except per ton data)
Three months ended
Jun. 30, 2026
Met segment
$443.7
Met segment (excl. freight & handling/idle)(1)
$365.8
(per ton)
Met segment(1)
$103.07
__________________________________
1. Represents Non-GAAP cost of coal sales and Non-GAAP cost of coal sales per ton which are defined and reconciled under "Non-GAAP Financial Measures" and "Results of Operations."
Liquidity and Capital Resources
As of June 30, 2026, the company had total liquidity of $447.8 million, including cash and cash equivalents of $307.6 million, short-term investments of $30.9 million, and $184.3 million of unused availability under the asset-based revolving credit facility (ABL), partially offset by a minimum required liquidity of $75.0 million as required by the ABL. As of June 30, 2026, the company had no borrowings and $40.7 million in letters of credit outstanding under the ABL. Total long-term debt, including the current portion of long-term debt as of June 30, 2026, was $11.4 million.
Share Repurchase Program
As previously announced, Alpha's board of directors authorized a share repurchase program allowing for the expenditure of up to $1.5 billion for the repurchase of the company's common stock. As of June 30, 2026, the company had acquired approximately 7.0 million shares of common stock at a cost of approximately $1.2 billion since the start of the program. During the second quarter of 2026, the company spent approximately $13.5 million for the repurchase of roughly 69,000 shares. The number of common stock shares outstanding as of June 30, 2026 was 12,685,495, not including the potential effect of unvested equity awards.
The timing and amount of share repurchases will be based on various factors, including but not limited to market conditions, the trading price of the stock, applicable legal requirements, compliance with the provisions of the company's debt agreements, and other factors.
2026 Guidance Adjustments
Alpha is lowering its 2026 metallurgical coal sales volume guidance to a range of 13.2 million to 14.0 million tons, down from the prior range of 14.4 million to 15.4 million tons. The company is increasing incidental thermal coal sales volume guidance to a range of 1.0 million to 1.4 million tons, up from the prior range of 0.7 million to 1.1 million tons. This brings total shipment expectations for the year to a range of 14.2 million to 15.4 million tons, down from 15.1 million to 16.5 million tons.
The company is increasing its cost of coal sales guidance to $103.00 to $107.00, up from the prior range of $95.00 to $101.00 per ton.
An update on operational performance and percentages of committed and priced tonnage at the midpoint of guidance will be announced alongside Alpha's definitive second quarter financial results on August 7, 2026.
Note About Preliminary Results
The financial results presented in this release are preliminary and may change. This preliminary financial information includes calculations or figures that have been prepared internally by management. There can be no assurance that the Company's actual results for the periods presented herein will not differ from the preliminary financial results presented herein, and such changes could be material. These preliminary financial results should not be viewed as a substitute for full financial statements prepared in accordance with GAAP and are not necessarily indicative of the results to be achieved for any future periods. This preliminary financial information could be impacted by the effects of the Company's financial closing procedures, final adjustments, and other developments.
Earnings Announcement and Conference Call
The company plans to announce its definitive second quarter 2026 financial results before the market opens on Friday, August 7, 2026. The company also expects to hold a conference call regarding its second quarter 2026 results on August 7, 2026, at 10:00 a.m. Eastern time. The conference call will be available live on the investor section of the company's website at https://alphametresources.com/investors. Analysts who would like to participate in the conference call should dial 877-407-0832 (domestic toll-free) or 201-689-8433 (international) approximately 15 minutes prior to start time.
About Alpha Metallurgical Resources
Alpha Metallurgical Resources (NYSE: AMR) is a Tennessee-based mining company with operations across Virginia and West Virginia. With customers across the globe, high-quality reserves and significant port capacity, Alpha reliably supplies metallurgical products to the steel industry. For more information, visit www.AlphaMetResources.com.
Forward-Looking Statements
This news release includes forward-looking statements. These forward-looking statements are based on Alpha's expectations and beliefs concerning future events and involve risks and uncertainties that may cause actual results to differ materially from current expectations. These factors are difficult to predict accurately and may be beyond Alpha's control. Forward-looking statements in this news release or elsewhere speak only as of the date made. New uncertainties and risks arise from time to time, and it is impossible for Alpha to predict these events or how they may affect Alpha. Except as required by law, Alpha has no duty to, and does not intend to, update or revise the forward-looking statements in this news release or elsewhere after the date this release is issued. In light of these risks and uncertainties, investors should keep in mind that results, events or developments discussed in any forward-looking statement made in this news release may not occur. See Alpha's filings with the U.S. Securities and Exchange Commission for more information.
FINANCIAL TABLES FOLLOW
Non-GAAP Financial Measures
The discussion below contains "non-GAAP financial measures." These are financial measures that either exclude or include amounts that are not excluded or included in the most directly comparable measures calculated and presented in accordance with generally accepted accounting principles in the United States ("U.S. GAAP" or "GAAP"). Specifically, we make use of the non-GAAP financial measures "Adjusted EBITDA," "non-GAAP coal revenues," "non-GAAP coal sales realization per ton," "non-GAAP cost of coal sales," "non-GAAP cost of coal sales per ton," "non-GAAP coal margin," and "non-GAAP coal margin per ton." In addition to net income (loss), we use Adjusted EBITDA to measure the operating performance of our reportable segment. Adjusted EBITDA does not purport to be an alternative to net income (loss) as a measure of operating performance or any other measure of operating results, financial performance, or liquidity presented in accordance with GAAP. Moreover, this measure is not calculated identically by all companies and therefore may not be comparable to similarly titled measures used by other companies. Adjusted EBITDA is presented because management believes it is a useful indicator of the financial performance of our coal operations. We use non-GAAP coal revenues to present coal revenues generated, excluding freight and handling fulfillment revenues. Non-GAAP coal sales realization per ton is calculated as non-GAAP coal revenues divided by tons sold. We use non-GAAP cost of coal sales to adjust cost of coal sales to remove freight and handling costs, depreciation, depletion and amortization - production (excluding the depreciation, depletion and amortization related to selling, general and administrative functions), accretion on asset retirement obligations, amortization of acquired intangibles, and idled and closed mine costs. Non-GAAP cost of coal sales per ton is calculated as non-GAAP cost of coal sales divided by tons sold. Non-GAAP coal margin is calculated as non-GAAP coal revenues less non-GAAP cost of coal sales. Non-GAAP coal margin per ton is calculated as non-GAAP coal margin divided by tons sold. The presentation of these measures should not be considered in isolation, or as a substitute for analysis of our results as reported under GAAP.
Management uses non-GAAP financial measures to supplement GAAP results to provide a more complete understanding of the factors and trends affecting the business than GAAP results alone. The definition of these non-GAAP measures may be changed periodically by management to adjust for significant items important to an understanding of operating trends and to adjust for items that may not reflect the trend of future results by excluding transactions that are not indicative of our core operating performance. Furthermore, analogous measures are used by industry analysts to evaluate our operating performance. Because not all companies use identical calculations, the presentations of these measures may not be comparable to other similarly titled measures of other companies and can differ significantly from company to company depending on long-term strategic decisions regarding capital structure, the tax jurisdictions in which companies operate, capital investments and other factors.
Included below are reconciliations of non-GAAP financial measures to GAAP financial measures.
ALPHA METALLURGICAL RESOURCES, INC. AND SUBSIDIARIES
PRELIMINARY ADJUSTED EBITDA RECONCILIATION
(Amounts in thousands)
Three Months Ended
June 30, 2026
Net loss
$ (12,252)
Interest expense
962
Interest income
(2,919)
Income tax benefit
(6,595)
Depreciation, depletion, and amortization
36,044
Non-cash stock compensation expense
4,236
Accretion on asset retirement obligations
5,214
Amortization of acquired intangibles
876
Adjusted EBITDA
$ 25,566
ALPHA METALLURGICAL RESOURCES, INC. AND SUBSIDIARIES
PRELIMINARY RESULTS OF OPERATIONS
Three Months Ended
(In thousands, except for per ton data)
June 30, 2026
Coal revenues
$ 491,505
Less: freight and handling fulfillment revenues
(70,220)
Non-GAAP coal revenues
$ 421,285
Non-GAAP coal sales realization per ton
$ 118.71
Cost of coal sales (exclusive of items shown separately below)
$ 443,663
Depreciation, depletion and amortization - production (1)
35,750
Accretion on asset retirement obligations
5,214
Amortization of acquired intangibles
876
Total cost of coal sales
$ 485,503
Less: freight and handling costs
(70,220)
Less: depreciation, depletion and amortization - production (1)
(35,750)
Less: accretion on asset retirement obligations
(5,214)
Less: amortization of acquired intangibles
(876)
Less: idled and closed mine costs
(7,654)
Non-GAAP cost of coal sales
$ 365,789
Non-GAAP cost of coal sales per ton
$ 103.07
GAAP coal margin
$ 6,002
GAAP coal margin per ton
$ 1.69
Non-GAAP coal margin
$ 55,496
Non-GAAP coal margin per ton
$ 15.64
Tons sold
3,549
(1)
Depreciation, depletion and amortization - production excludes the depreciation, depletion and amortization related to selling, general and administrative functions.
A GlobalEye aircraft, manufactured by Saab Technologies, on static design during the fifth day of Dubai Air Show in Dubai, United Arab Emirates November 21, 2019. REUTERS/Christopher Pike/File... Purchase Licensing Rights, opens new tab Read more
OSLO, July 27 (Reuters) - Saab (SAABb.ST), opens new tab has received an order for two GlobalEye surveillance aircraft from a country in the Middle East region worth 10.1 billion Swedish crowns ($1.04 billion), with deliveries in 2030, the Swedish company said on Monday.
GlobalEye aircraft have active and passive sensors that provide long-range real-time detection and identification of objects in the air, at sea and over land, enabling situational awareness and early discovery of threats, according to Saab.
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"The increasing international interest in GlobalEye reflects its effectiveness and reliability in modern air defence operations," Saab CEO Micael Johansson said in a statement.
No further information regarding the order or the customer will be provided, the company added.
($1 = 9.6887 Swedish crowns)
Reporting by Terje Solsvik, editing by Elviira Luoma
Our Standards: The Thomson Reuters Trust Principles., opens new tab
NAVER, NVIDIA a Brookfield plánují rozšířit korejskou AI továrnu z 55 na 200 megawattů do roku 2028. NVIDIA má investovat 1 miliardu USD, Brookfield až 9 miliard USD.
Planned Investments to Scale NAVER’s Initial Multi-Tenant NVIDIA DSX AI Factory to 200 Megawatts by 2028, Fueling Next Generation of Korea and US AI Innovators
News Summary:
NAVER, NVIDIA and Brookfield plan to invest in gigawatt-scale, multi-tenant AI cloud infrastructure to power the next generation of AI companies in Korea and the U.S.NAVER and NVIDIA team plan to expand the initial NVIDIA DSX AI factory buildout at GAK Sejong data center from 55 megawatts to 200 megawatts by 2028.NAVER plans to continue its path toward gigawatt-scale sovereign AI infrastructure, deploying the NVIDIA DSX platform to deliver full-stack, lowest-cost AI factory infrastructure for enterprises, industries and government. SAN FRANCISCO, July 27, 2026 (GLOBE NEWSWIRE) -- AI Summit -- NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA® DSX™ AI factory deployment to 200 megawatts — more than tripling the 55-megawatt buildout announced last month. NAVER intends to expand its deployment of NVIDIA AI infrastructure to 1 gigawatt.
Announced during Korea President Jae Myung Lee’s AI Summit visit to San Francisco, the planned 200-megawatt expansion marks a significant acceleration of Korea’s national AI ambitions. The expanded infrastructure will be built with the NVIDIA DSX platform at NAVER’s GAK Sejong hyperscale data center in Sejong, South Korea.
NVIDIA plans to invest $1 billion into NAVER Corp. and Brookfield plans to fund up to $9 billion for AI infrastructure. NAVER will fund the remaining amounts to finance the project. NVIDIA’s planned investment is subject to customary closing conditions. The expanded infrastructure will provide Korea- and U.S.-based AI innovators with access to production-scale AI compute for building next-generation models, agents and AI-powered services.
“NVIDIA’s planned strategic investment and our infrastructure supply agreement with Brookfield have propelled NAVER’s vision for the AI factory business into a robust execution phase,” said Haejin Lee, founder and chairman of NAVER. “Leveraging the solid partnerships with our global partners, we will drive technological innovation, foster a sovereign AI ecosystem and spearhead efforts to strengthen South Korea’s AI competitiveness.”
“The partnership will combine Brookfield’s global AI infrastructure investment capabilities, NAVER’s full-stack AI and data center operating expertise, and NVIDIA’s accelerated computing platform to advance Korea’s AI capabilities,” said Sikander Rashid, global head of AI infrastructure at Brookfield. “As AI adoption accelerates across the global economy, access to trusted, sovereign and scalable AI infrastructure is becoming an increasingly important strategic priority for companies and countries.”
“AI factories are the infrastructure nations need to compete and innovate in the intelligence era,” said Jensen Huang, founder and CEO of NVIDIA. “Together, NAVER, NVIDIA and Brookfield are building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries. This is how nations and companies are building their futures in the age of AI.”
Expanding AI Factory Capacity to Fuel AI Innovators
The 200-megawatt AI factory is expected to feature advanced NVIDIA AI infrastructure including the NVIDIA Vera Rubin and NVIDIA Blackwell platforms. It intends to establish a dedicated resource pool for emerging AI companies, providing the compute, software and support needed to develop and deploy competitive AI models and applications at scale. As an NVIDIA Cloud Partner, NAVER provides deep expertise in operating hyperscale infrastructure powered by the full-stack NVIDIA AI platform.
Today’s proposed expansion builds on the June announcement in which NAVER committed to extending its GAK Sejong data center with NVIDIA DSX, with a long-term path to gigawatt-scale sovereign AI infrastructure to serve Korea’s enterprises, industries, government organizations and global AI cloud customers.
Brookfield Investments Scale AI Infrastructure Deployments
Brookfield has established one of the industry’s leading AI infrastructure investment platforms, with approximately $100 billion of assets under management across the AI infrastructure value chain including data centers, compute, semiconductor manufacturing and dedicated power generation.
The planned NAVER investment will mark another significant milestone in Brookfield’s strategic partnership with NVIDIA. Building on NVIDIA’s participation as a founding partner in the Brookfield Global AI Infrastructure Program, the planned investment combines Brookfield’s capital and AI infrastructure and power expertise with NVIDIA’s accelerated computing platform to support the deployment of large-scale AI factories.
Brookfield has been an active, long-term investor in Korea since establishing a presence in the country in 2014 across infrastructure, real estate and energy.
NVIDIA DSX Platform Powers Expansion
The NVIDIA DSX platform provides an end-to-end, codesigned stack for AI factories — spanning chips, systems, software, facilities and partner technologies — purpose-built to minimize token cost and accelerate time to first production.
NVIDIA DSX MaxLPS™ software maximizes token throughput per megawatt, while NVIDIA DSX OS™ provides lifecycle management, health automation, resiliency and multi-tenant AI factory management across the expanded infrastructure.
Open Models Accelerate Growth
In addition, the expanded infrastructure builds on NAVER and NVIDIA’s collaboration on open model development for agentic and physical AI. NAVER is advancing its HyperCLOVA X models to be based on NVIDIA Nemotron™ 3 Ultra open models with its proprietary data and training expertise. NAVER is also the first Korean company to join the NVIDIA Nemotron Coalition, contributing to open model development across pretraining, post-training and reinforcement learning.
NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw™ blueprints. NAVER is also developing a Seoul World Model using proprietary urban street-view and spatial modeling data, built on NVIDIA Cosmos™ world foundation models.
About NAVER
Founded in 1999, NAVER is Korea's largest Internet company and one of the world's top tech companies. Leading cutting-edge technologies, NAVER operates No.1 search engine in Korea and holds various business portfolios encompassing commerce, fintech, cloud, AI and robotics.
NAVER recorded sales of KRW 12.04 trillion (USD 8.18 billion) in 2025. TEAM NAVER continues to enhance its business portfolio and expand its global presence across Japan, North America, and Europe, while pursuing innovation through continuous research and development in future technologies.
About Brookfield
Brookfield is a leading global investment firm with more than $1 trillion in assets under management. The firm owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. Brookfield invests on behalf of institutions and individuals around the world across infrastructure, energy, private equity, real estate, and credit. With more than a century of operating experience and a global presence in over 30 countries, Brookfield deploys long-term capital to generate sustainable value for its clients and shareholders. Brookfield Corporation (NYSE: BN, TSX: BN) and Brookfield Asset Management (NYSE: BAM, TSX: BAM) are publicly traded in New York and Toronto.
For more information, please visit our website at http://www.brookfield.com.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Corporate Communications
NVIDIA Corporation [email protected]
Certain statements in this press release including, but not limited to, statements as to: together, NAVER, Brookfield and NVIDIA building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries; expectations with respect to NVIDIA’s partnership with NAVER and Brookfield; expectations with respect to demand, growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
This press release contains forward-looking statements regarding the NAVER’s future plans, outlook, and initiatives, as of the date of this release. Actual results and outcomes may differ materially depending on future changes in market conditions and business circumstances.
Brookfield Cautionary Statement
This news release contains “forward-looking statements” within the meaning of the U.S. Securities Act of 1933, the U.S. Securities Exchange Act of 1934, “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995 and “forward-looking information” within the meaning of other relevant securities legislation, including applicable securities laws in Canada, which reflect our current views with respect to, among other things, our operations and financial performance (collectively, “forward-looking statements”). Forward-looking statements include statements that are predictive in nature, depend upon or refer to future results, events or conditions, and include, but are not limited to, statements which reflect management’s current estimates, beliefs and assumptions and which are in turn based on our experience and perception of historical trends, current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances. The estimates, beliefs and assumptions of Brookfield are inherently subject to significant business, economic, competitive and other uncertainties and contingencies regarding future events and as such, are subject to change. Forward-looking statements are typically identified by words such as “expect”, “anticipate”, “believe”, “foresee”, “could”, “estimate”, “goal”, “intend”, “plan”, “seek”, “strive”, “will”, “may” and “should” and similar expressions. In particular, the forward-looking statements contained in this news release include statements referring to the impact of the partnership on Brookfield, NAVER and NVIDIA and the expected benefits of Brookfield’s investment.
Although Brookfield believes that such forward-looking statements are based upon reasonable estimates, beliefs and assumptions, certain factors, risks and uncertainties, which are described from time to time in our documents filed with the securities regulators in Canada and the United States, not presently known to Brookfield or that that Brookfield currently believes are not material, could cause actual results or events to differ materially from those contemplated or implied by forward-looking statements.
Readers are urged to consider these risks, as well as other uncertainties, factors and assumptions carefully in evaluating the forward-looking statements and are cautioned not to place undue reliance on such forward-looking statements, which are based only on information available to us as of the date of this news release. Except as required by law, Brookfield undertakes no obligation to publicly update or revise any forward-looking statements, whether written or oral, that may be as a result of new information, future events or otherwise.
Rigetti Computing oznámí výsledky za 2. čtvrtletí po uzavření trhu 6. srpna; tržby sice rostou, ale firma dál ztrácí peníze a její ocenění zůstává velmi vysoké.
In May, the U.S. government announced plans to invest $2 billion in nine different quantum computing companies to help America take a leadership position in this revolutionary industry. Rigetti Computing (RGTI -4.71%) will receive $100 million over three years, and the news sent its stock soaring by as much as 65%.
However, it has since given up all of those gains and then some. Although Rigetti produces some of the industry's best quantum systems, they still make too many errors to reliably solve most real-world problems, so it's difficult for the company to generate meaningful sales. It could take many years to overcome this challenge, and the U.S. government's support probably won't do much to speed up the timeline.
Rigetti will release its operating results for the second quarter of 2026 (ended June 30) after the stock market closes on Aug. 6, and here's why I predict it will lead to more downside for shareholders.
Image source: Getty Images.
Quantum computers have a long path to commercialization Quantum computers can use a concept called superposition to simulate multiple solutions to a given problem simultaneously, so they are better at processing specific, data-intensive workloads in areas like science and cryptography than traditional computers.
Rigetti's flagship Cepheus-1-108Q quantum computer is the industry's largest multichip system. It features 108 qubits, which is three times as many as the company's previous Cepheus-1-36Q computer. It also boasts a single-qubit gate fidelity of 99.9%, meaning it makes one error per 1,000 quantum operations. However, its two-qubit gate fidelity is 99.1%, implying nine errors per 1,000 operations, which isn't ideal when trying to solve complex real-world problems.
Qubits are highly sensitive to noise and interference, so making several of them work together in harmony is one of the greatest challenges in quantum computing. Rigetti thinks it can upgrade Cepheus-1-108Q to achieve a two-qubit fidelity of 99.5% by the end of 2026, but the company thinks achieving 99.9% could take another three years.
The good news is that Rigetti has built its own supply chain, so it can bring new systems to market much faster than its competitors. It has a fabrication facility, a proprietary programming language called Quil, and a cloud platform where it rents computing capacity to other businesses for a fee.
Nevertheless, an estimate by Ark Investment Management suggests it could take at least 20 years for quantum computers to become accurate enough to disrupt areas like cryptography, so Rigetti shareholders might have a long wait ahead.
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Sales are gathering momentum, but remain small Rigetti generated $4.4 million in revenue during the first quarter of 2026 (ended March 31), a whopping 198% increase from the year-ago period. According to Wall Street's average estimate (provided by Yahoo Finance), the company's revenue likely climbed by 184% to $5.1 million in the second quarter. The official figures will be released on Aug. 6.
That means Rigetti might have generated more revenue in the first half of 2026 than it did during all of 2025, when it brought in $7.1 million. But it gets better, because the company plans to deliver an $8.4 million order for Cepheus-1-108Q to India's Center for Development of Advanced Computing later this year, which will put its annual revenue comfortably in growth territory.
But there are a couple of issues. First, Rigetti is generating a tiny amount of revenue for a company with a market capitalization of $4.7 billion (more on that in a moment). Second, it's losing a truckload of money; it had operating expenses of $27.3 million during the first quarter of this year alone, which dwarfed its revenue and led to a net loss of $20.5 million.
Fortunately, Rigetti had $569 million in cash and equivalents on hand as of March 31, so it can sustain its losses for the foreseeable future. However, the company might need to raise more money if it isn't profitable within a couple of years. The U.S. government's $100 million investment over three years won't stretch very far based on the current rate of cash burn.
Rigetti's valuation opens the door to downside after Aug. 6 Given Rigetti's modest revenue and sizable market cap, its stock trades at a sky-high price-to-sales (P/S) ratio of 445. That means it's a staggering 74 times more expensive than the Nasdaq-100 technology index, which has a P/S ratio of just 6.1.
Even if we value the stock based on Wall Street's average 2026 revenue estimate of $23.5 million, its forward P/S ratio is still almost 200.
RGTI PS Ratio data by YCharts
Even if Rigetti stock plunged by 95% in the second half of 2026, it would still be more expensive than the Nasdaq-100.
Rigetti has already lost 40% of its value in 2026, and based on its valuation alone, I think the stock is likely to suffer further downside after it releases its second-quarter operating results on Aug. 6. In my opinion, not even a spectacular report will be enough to justify its substantial premium to the broader market.
