Pomerantz LLP vyšetřuje možné porušení zákona ze strany společnosti Cerebras Systems a jejího vedení. Akcie CBRS po zveřejnění výsledků za 1. čtvrtletí klesly o 19,61 %.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Cerebras Systems Inc. (“Cerebras” or the “Company”) (NASDAQ: CBRS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Cerebras and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On or around May 14, 2026, Cerebras completed its initial public offering (“IPO”), selling 30 million shares of Class A common stock priced at $185.00 per share. Then, on June 24, 2026, Cerebras reported its financial results for the first quarter of 2026. Among other items, Cerebras reported a loss of $0.22 per share, missing analyst estimates of a $0.16-per-share loss. In addition, Cerebras forecast a narrower gross margin in its core business, excluding impact from customer warrants and data center pass-through revenues.
On this news, Cerebras’s stock price fell $44.46 per share, or 19.61%, to close at $182.26 per share on June 24, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
In the latest close session, Tesla (TSLA - Free Report) was down 4.02% at $402.90. This move lagged the S&P 500's daily loss of 0.45%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.16%.
The electric car maker's stock has climbed by 2.65% in the past month, falling short of the Auto-Tires-Trucks sector's gain of 5.02% and outpacing the S&P 500's gain of 2.14%.
The upcoming earnings release of Tesla will be of great interest to investors. The company's earnings report is expected on July 22, 2026. The company's upcoming EPS is projected at $0.46, signifying a 15.00% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $24.47 billion, indicating a 8.76% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $2.01 per share and revenue of $101.25 billion. These totals would mark changes of +21.08% and +6.77%, respectively, from last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Tesla. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 2.14% higher. Currently, Tesla is carrying a Zacks Rank of #3 (Hold).
Digging into valuation, Tesla currently has a Forward P/E ratio of 208.52. This denotes a premium relative to the industry average Forward P/E of 18.85.
We can additionally observe that TSLA currently boasts a PEG ratio of 9.91. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Automotive - Domestic stocks are, on average, holding a PEG ratio of 1 based on yesterday's closing prices.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. This industry, currently bearing a Zacks Industry Rank of 83, finds itself in the top 34% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Amazon plánuje v roce 2026 investovat 200 miliard USD do datových center, což tlačí na ocenění akcií. AWS přitom ve 1. čtvrtletí tvořil 59 % provozního zisku při 21 % tržeb.
Amazon (AMZN +0.84%) and the phrase "cheap stock" have historically not been associated with each other. For the better part of two decades, Amazon has traded at meaningful premiums as it has grown its dominant e-commerce empire. Now, it's building another empire in a different space: cloud computing. It has been pouring major resources into expanding its artificial intelligence computing footprint, and plans to lay out a jaw-dropping $200 billion on data center capital expenditures in 2026.
The market isn't enthusiastic about that level of spending, which is why the stock isn't trading at its usual premium valuation. As a result, I think now is the perfect time to load up on Amazon shares, as this weaker short-term sentiment is exactly what long-term investors need to gain an upper hand.
Image source: The Motley Fool.
AWS is a major part of the Amazon investment thesis Amazon's commerce growth in North America has maxed out, and the result of that is that its revenue growth has become lackluster. However, its cloud computing division, Amazon Web Services (AWS), is arguably a more important part of its business anyway.
During Q1, AWS accounted for 59% of Amazon's operating profits despite only making up 21% of revenue. That's because the operating margin in this segment is far higher than in e-commerce.
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However, AWS is also the fastest-growing segment within Amazon, so this produces double the effect. During Q1, AWS grew at a 28% rate -- the best in nearly four years. But that growth rate is expected to continue ramping up, as Amazon is spending big on new data centers.
CEO Andy Jassy discussed this effect in his Q1 shareholder letter, noting that the faster AWS grows, the higher its capital expenditures must be to support that growth. AWS has already experienced record-setting growth, and it's clear that more strong growth is on the horizon. Furthermore, AWS already has several customers lined up to use a large chunk of that $200 billion in new capacity it's building, making it a less risky proposition.
As for valuation, there are several ways to value a stock, but when looking at a company where earnings are often heavily affected by one-time costs or changes in the values of investments, using a cash flow-based metric is smart. Because of Amazon's high capex, gauging the stock in relation to cash from operations makes the most sense, as that metric (unlike free cash flow) ignores capital expenditures. From this standpoint, Amazon's stock is near the cheapest level it has been over the past two decades.
AMZN Price to CFO Per Share (TTM) data by YCharts.
With all that in mind, this looks like a perfect time to load up on Amazon shares.
AMD v poslední obchodní seanci klesla o 6,97 % na 513,58 USD, tedy výrazně více než širší trh. Před výsledky se čeká EPS 1,6 USD a tržby 11,27 miliardy USD.
In the latest trading session, Advanced Micro Devices (AMD - Free Report) closed at $513.58, marking a -6.97% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 0.45%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq lost 1.16%.
Coming into today, shares of the chipmaker had gained 12.59% in the past month. In that same time, the Computer and Technology sector gained 0.38%, while the S&P 500 gained 2.14%.
The investment community will be paying close attention to the earnings performance of Advanced Micro Devices in its upcoming release. On that day, Advanced Micro Devices is projected to report earnings of $1.6 per share, which would represent year-over-year growth of 233.33%. Alongside, our most recent consensus estimate is anticipating revenue of $11.27 billion, indicating a 46.67% upward movement from the same quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $7.18 per share and revenue of $48.8 billion, indicating changes of +72.18% and +40.87%, respectively, compared to the previous year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Advanced Micro Devices. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Right now, Advanced Micro Devices possesses a Zacks Rank of #3 (Hold).
With respect to valuation, Advanced Micro Devices is currently being traded at a Forward P/E ratio of 76.93. Its industry sports an average Forward P/E of 27.52, so one might conclude that Advanced Micro Devices is trading at a premium comparatively.
It's also important to note that AMD currently trades at a PEG ratio of 1.39. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Computer - Integrated Systems industry currently had an average PEG ratio of 1.03 as of yesterday's close.
The Computer - Integrated Systems industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 5, placing it within the top 3% of over 250 industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Akcie AMD v úterý klesly téměř o 7 % poté, co Reuters uvedl, že DeepSeek vyvíjí vlastní AI čip. Pokud uspěje, může to omezit závislost na AMD i Nvidii.
Advanced Micro Devices (AMD 6.97%) might be the company behind some of the more dependable microchips on the market, but its stock was wobbly on the second trading day of the week. On reports that yet another artificial intelligence (AI) company aims to develop its own specialty processors for the technology, investors sold AMD stock, leaving it with a loss of almost 7%.
Deep search for a proprietary chip Early Tuesday morning, Reuters reported that Chinese AI developer DeepSeek is planning its own AI chip. If the company is successful, at the very least it would gain independence from its current supplier, AMD, and peer/rival Nvidia. If the chip resonates with other AI businesses, though, it could directly threaten the AMDs and Nvidias of this world.
Image source: Getty Images.
Citing three unidentified "people familiar with the matter," the news agency added that DeepSeek's chip is being designed for inference. This is the stage where an AI model leverages its considerable training to produce responses to user queries.
DeepSeek hasn't officially commented on the Reuters story, and neither AMD nor Nvidia has responded.
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DIY hardware Currently, a great many chips on the market support an earlier phase of AI development, training. The future surely belongs more to hardware capable of powering inference. Even if prohibitive export controls prevent DeepSeek from easily selling its chip abroad, a successful product will likely encourage other developers to go the proprietary route. That will drain business from third-party suppliers.
While the apparent Chinese project is certainly worth monitoring, AI chips are immensely complex, and their development process can be long, intense, and expensive. Given that, DeepSeek's effort might not result in a product at all -- so that rout in AMD stock Tuesday feels a bit overblown.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy.
Tilray Brands je stále ztrátová: za devět měsíců do 28. února vzrostly čisté tržby jen o 6 % na 633,7 milionu USD, ale hrubý zisk klesl o 2 % a provozní ztráta činila 46,6 milionu USD.
Tilray Brands (TLRY 1.60%) is a leading cannabis company based in Canada that has been growing its operations all over the world. It's also expanded into beverages in a bid to diversify its operations and pursue even more growth opportunities.
However, while the company has been growing over the years, it remains unprofitable. And many investors bought the cannabis stock in the hopes that it would one day be able to capitalize on opportunities in the U.S. if legalization takes place -- something that hasn't happened yet and may not happen anytime soon.
This year, the marijuana stock is down more than 50%. It's a risky investment, but has its value gotten so low that it's worth buying despite the challenges it's facing?
Image source: Getty Images.
Tilray's business is getting bigger, but whether it's better is debatable Tilray has leaned on acquisitions to grow its business over the years, particularly as it has expanded its alcohol segment, but that isn't necessarily a surefire recipe for success. Acquisitions can be an easy way to generate more revenue, but there's also plenty of work involved to eliminate inefficiencies and unnecessary expenses, so they're accretive to the bottom line.
The company's most recent financial results show that for the nine-month period ending Feb. 28, Tilray's net revenue rose by a fairly modest 6% year over year, totaling $633.7 million. However, despite the increase, its gross profit actually declined by 2% due to worsening margins. And the company incurred an operating loss of $46.6 million. With limited growth and no profitability, it's difficult to make the case that the stock is worth investing in, despite all of its acquisitions.
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The stock may look cheap, but that doesn't mean it's a good buy For investors who may be tempted to buy the dip on Tilray's stock, it may be worthwhile to look at the longer, five-year trajectory of the stock. During that longer time frame, the stock has plummeted a massive 97%. Time and time again, investors along the way were likely confident the stock had bottomed out and was destined to rally, only to leave them with significant losses and disappointment.
When a stock has such troubling fundamentals and financials as Tilray, and its growth prospects are questionable, there's no magic price that suddenly makes it worth buying. The business needs to prove to investors that it's worth investing in, and Tilray is nowhere near that point. Simply acquiring more companies doesn't fix its problems. In fact, I'd argue it needs to get leaner and smaller, rather than larger and bloated, just to show growth. While it may look cheap right now, I wouldn't be surprised if it looks even cheaper in the future.
Fordův F-150 v první polovině roku zaostal za Hondou CR-V v boji o nejprodávanější vůz v USA. Výpadky dodávek po požárech v závodě Novelis omezily výrobu a mohou Fordu snížit EBIT o 1,5 až 2 miliardy USD.
For Detroit automakers such as Ford Motor Company (F 1.95%), big trucks mean big business. Ford's lucrative F-Series truck lineup is estimated to bring in about one-third of the company's total revenue, and it's long been estimated by Wall Street firms such as Morgan Stanley that it generates as much as 90% of Ford's net profit. During the first six months of 2026, Ford's F-150 now trails a Japanese rival for best-selling vehicle, and that's a big deal for investors.
Wording is key Let's first clear up some confusing wording. Ford's F-Series has been America's best-selling vehicle for over four decades, but the sales figure comprises the entire line of not only F-150s but also heavy-duty F-250s and larger trucks. Ford's F-150 is one component and has individually been the U.S. industry's top seller for 15 of the past 16 years.
Image source: Ford Motor Company.
However, thanks to not only one, but two supplier fires dating back to last fall, the aluminum supply and ensuing supply of Ford's important trucks have dwindled during what is historically a strong selling season. Ford wasn't the only major automaker hitting speed bumps; Toyota also had issues, opening the door for Honda's popular CR-V to overtake the Ford F-150, General Motors' Silverado 1500, and Toyota's RAV4.
Honda's CR-V turned up the heat to finish the first half of the year with a 19% U.S. sales surge in May, followed by an even more lucrative 30% jump in June, for a total first-half tally of 226,114 units. While numbers are still trickling in, GlobalData estimates Ford's F-150 has fallen just short of that, with estimates just under 210,000 units, while GM's Silverado 1500 checked in just under 195,000 units. Toyota's RAV4 lost more ground, with reported sales checking in at 153,955.
Through Honda's increased incentives (for now), high lease customer retention rate, and strong demand for hybrids -- the hybrid CR-V accounted for 55% of its total sales during the first half of 2026 -- the CR-V is thriving and has only about 15 days' worth of inventory with its CR-V production lines running at full capacity.
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Ford can offset some losses Late last year, the Novelis supplier plant fire, and its delayed restarting of production due to a second fire, forced management to reduce last year's earnings guidance as it wasn't able to immediately offset production losses. Initially, Ford said the production hiccup would cost it about $1.5 billion to $2 billion in earnings before interest and taxes (EBIT), although it is aiming to add additional shifts to offset about $1 billion of that throughout this year.
While Novelis does supply other major automakers such as Toyota and Stellantis, Ford's impact was more severe due to its F-150 using a primarily aluminum body. Ultimately, Ford's F-150 is losing a sales race it has rarely lost over the past 15 years, but more importantly for investors is how much production it can recoup during the second half of the year. It's certainly a major ongoing development to keep track of.
GE Aerospace (GE - Free Report) ended the recent trading session at $366.98, demonstrating a -3.09% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.45%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 1.16%.
The stock of industrial conglomerate has risen by 17.59% in the past month, leading the Aerospace sector's gain of 6.21% and the S&P 500's gain of 2.14%.
Analysts and investors alike will be keeping a close eye on the performance of GE Aerospace in its upcoming earnings disclosure. The company's earnings report is set to go public on July 16, 2026. The company's earnings per share (EPS) are projected to be $1.86, reflecting a 12.05% increase from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $11.84 billion, reflecting a 16.64% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $7.48 per share and revenue of $48.75 billion, which would represent changes of +17.43% and +15.18%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for GE Aerospace. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, GE Aerospace possesses a Zacks Rank of #2 (Buy).
In terms of valuation, GE Aerospace is currently trading at a Forward P/E ratio of 50.64. This denotes a premium relative to the industry average Forward P/E of 23.44.
Investors should also note that GE has a PEG ratio of 3.36 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Aerospace - Defense industry currently had an average PEG ratio of 1.62 as of yesterday's close.
The Aerospace - Defense industry is part of the Aerospace sector. Currently, this industry holds a Zacks Industry Rank of 110, positioning it in the top 45% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
UnitedHealth za první polovinu roku vzrostl o 25 % a stal se nejvýkonnější mega-cap zdravotnickou akcií v indexu S&P 500. Loni přitom oslabil o 34 % kvůli tlaku na zisky a vyšetřování Medicare Advantage.
Last year, UnitedHealth Group (UNH +2.44%) faced a series of headwinds that weighed on the stock, dragging it down 34%. The biggest U.S. health insurer saw earnings suffer as it underestimated the cost and use of services, and the company unexpectedly lost its chief executive officer. Investors also grew more cautious as the Justice Department launched a probe into the insurer's Medicare Advantage operations.
But, UnitedHealth launched a series of steps to turn things around, and the plan is bearing fruit. Longtime CEO Stephen Hemsley returned to the leadership role, the company completed an independent audit of its practices and put into place new actions where needed, and earnings are improving. As a result, investors have returned to the stock. It climbed 25% in the first half, for the biggest gain by a mega-cap healthcare stock in the S&P 500.
Is it now too late to buy UnitedHealth stock? Let's find out.
Image source: Getty Images.
UnitedHealth's biggest challenge First, let's take a look back at the path of UnitedHealth over the past year. As mentioned, the company faced several challenges. And the biggest may have been the earnings situation. UnitedHealth underestimated the utilization levels of healthcare amid an environment of rising costs, and these factors hurt growth.
Since, the company has taken action by exiting certain plans, increasing pricing where necessary, and using artificial intelligence (AI) tools to boost efficiency. The insurer is also reinforcing its position in rural areas and cutting prior authorization requirements -- It just recently said it would decrease these requirements by 30% this year. This is an important move as it streamlines operations for UnitedHealth and hospitals and medical offices. Meanwhile, UnitedHealth's use of technology makes prior authorizations easier to manage, with 95% performed electronically and 90% approved within one business day.
In the recent quarter, UnitedHealth's total revenue increased 2% to $111 billion, while adjusted earnings per share at $7.23 surpassed the company's expectations. Importantly, the medical care ratio -- a measure of the insurer's costs in relation to its revenue from plans -- improved. A lower ratio suggests higher profitability. In the quarter, UnitedHealth's ratio came in at 83.9%, down from 84.8% a year earlier. The company said this was due to improved cost management.
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Margin pressure may continue All of these efforts are ongoing, so we should expect to see additional improvements in the quarters to come. That said, the company said margin pressure will remain this year due to high utilization trends, though this should improve in 2027. UnitedHealth and other insurers also will benefit from higher-than-expected Medicare Advantage rates next year. The government approved a 2.48% average rate increase for 2027, up from the initial proposal of 0.09%.
Now, let's consider whether this healthcare giant is a stock to buy -- or whether it's too late after recent gains. It's true that UnitedHealth isn't completely out of the woods. The insurance giant is still in the recovery phase and must manage various challenges. The path to growth may not be completely linear and full results may not happen overnight.
A fantastic moat But it's important to note that UnitedHealth offers investors certain positive elements. It has a fantastic moat, or competitive advantage, as the country's insurance leader. And its combination of insurance and services businesses -- UnitedHealthcare and Optum, respectively -- makes it difficult for another to unseat. UnitedHealth has also been proactive, taking quick action to turn things around, and we've already seen certain results.
Now, let's consider the stock's valuation. UnitedHealth trades at 23x forward earnings estimates, which is its highest level this year.
But the stock isn't particularly expensive if we look at a longer time period -- it traded at more than 32x estimates early last year.
Considering that UnitedHealth is in the early days of its recovery story, I would expect significant growth in the years to come -- and that means that it isn't too late to get in on the first half's top-performing mega-cap healthcare stock.
Emerson Electric (EMR) uzavřel poslední obchodní den na 137,91 USD, což představuje pokles o 2,58 % a horší výkon než širší trh. Před zveřejněním výsledků analytici očekávají EPS 1,68 USD a tržby 4,8 miliardy USD.
Emerson Electric (EMR - Free Report) closed the most recent trading day at $137.91, moving -2.58% from the previous trading session. This move lagged the S&P 500's daily loss of 0.45%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.16%.
Prior to today's trading, shares of the maker of process controls systems, valves and analytical instruments had gained 1.79% lagged the Industrial Products sector's gain of 4.88% and the S&P 500's gain of 2.14%.
The upcoming earnings release of Emerson Electric will be of great interest to investors. The company is forecasted to report an EPS of $1.68, showcasing a 10.53% upward movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $4.8 billion, indicating a 5.48% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $6.49 per share and a revenue of $18.81 billion, representing changes of +8.17% and +4.41%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Emerson Electric. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.01% decrease. Right now, Emerson Electric possesses a Zacks Rank of #3 (Hold).
Looking at valuation, Emerson Electric is presently trading at a Forward P/E ratio of 21.8. This valuation marks a discount compared to its industry average Forward P/E of 22.99.
Also, we should mention that EMR has a PEG ratio of 2.26. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Manufacturing - Electronics industry was having an average PEG ratio of 1.73.
The Manufacturing - Electronics industry is part of the Industrial Products sector. This industry, currently bearing a Zacks Industry Rank of 164, finds itself in the bottom 34% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Palantir oznámil novou dohodu s GNP Seguros, největší pojišťovnou v Mexiku, a získal tak prvního veřejně oznámeného komerčního zákazníka v Latinské Americe. Akcie v úterý stouply o 1,4 %.
One perceived weakness of Palantir's (PLTR +1.54%) business is that it was too concentrated in its native U.S. On the company's Tuesday announcement of a major new deal abroad, those worries abated somewhat. Grateful investors pushed the company's stock 1.4% higher, in a trading session that saw the S&P 500 index slump by 0.5%.
South of the border Well before market open that day, Palantir reported that it had agreed to an "enterprise expansion agreement" with Mexico's largest insurance company, GNP Seguros. This is a historic win for the American data analytics company, as its new client is its first publicly announced commercial customer in Latin America.
Image source: Getty Images.
Palantir typically operates in phases; its initial work with a client is often an unannounced, under-the-radar pilot phase.
Palantir and GNP Seguros had actually been collaborating prior to Tuesday's announcement, with the insurer putting the company's Foundry and Artificial Intelligence (AI) Platform through its paces in a set of targeted deployments. These aided the company in various aspects of its health, auto, life, and damage insurance lines.
Palantir did not provide the financial details of the arrangement.
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New revenue streams always welcome In its press release divulging its work with GNP Seguros, Palantir wrote that its "value proposition lies in the fact that this technological acceleration is carried out while always preserving human judgment, model explainability, data traceability, and strict governance.'
Given that the company's offerings are starting to resonate more with important clients abroad, it's clearly plowing another row for growth. Investors were right, in my opinion, to view the GNP Seguros news bullishly.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy.
Spotify (SPOT - Free Report) ended the recent trading session at $493.95, demonstrating a +2.26% change from the preceding day's closing price. The stock outpaced the S&P 500's daily loss of 0.45%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.16%.
Coming into today, shares of the music-streaming service operator had lost 4% in the past month. In that same time, the Computer and Technology sector gained 0.38%, while the S&P 500 gained 2.14%.
Investors will be eagerly watching for the performance of Spotify in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 4, 2026. The company is forecasted to report an EPS of $3.29, showcasing a 785.42% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $5.6 billion, reflecting a 17.66% rise from the equivalent quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $14.62 per share and revenue of $22.67 billion. These totals would mark changes of +22.96% and +16.66%, respectively, from last year.
Investors should also take note of any recent adjustments to analyst estimates for Spotify. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 0.42% lower. Spotify is currently a Zacks Rank #4 (Sell).
In terms of valuation, Spotify is presently being traded at a Forward P/E ratio of 33.04. Its industry sports an average Forward P/E of 19.77, so one might conclude that Spotify is trading at a premium comparatively.
Investors should also note that SPOT has a PEG ratio of 1.19 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Software industry had an average PEG ratio of 1.09 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 95, putting it in the top 39% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Na společnost Zoetis byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry. Firma po výsledcích za 1. čtvrtletí snížila celoroční ziskový výhled na 6,85 až 7 USD na akcii, z původních 7,00 až 7,10 USD na akcii.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Zoetis and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Zoetis securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 7, 2026, Zoetis reported financial results for the first quarter of 2026. Among other items, Zoetis reported net income of $601 million, flat year over year, and cut its full year 2026 profit guidance to between $6.85 and $7 a share, down from prior guidance of $7.00 to $7.10 a share. In the earnings release, CEO Kristin Peck said that “the first quarter unfolded in a more challenging operating environment than we anticipated. Pet owners demonstrated increased price sensitivity, resulting in a decline in veterinary visits and softer demand[.]”
On this news, Zoetis’s stock price fell $23.91 per share, or 21.5%, to close at $87.31 per share on May 7, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Western Digital, kterou letos nakoupily účty spojené s Trumpem, dnes klesá o 7,86 %. Firma přitom ve fiskálním 3. čtvrtletí zvýšila tržby o 45 % na 3,34 miliardy USD.
A recent federal ethics disclosure revealed that President Donald Trump's investment accounts bought shares of Western Digital (WDC 7.86%) earlier this year. It's one of the market's biggest AI winners, up more than 2,100% since the start of 2023. And in a bit of awkward timing, the stock is falling today.
Before reading too much into it, one important caveat. The accounts are reportedly managed by third-party institutions, so the president himself wasn't responsible for the decision to buy or sell any particular security. The disclosure, released by the U.S. Office of Government Ethics, showed thousands of trades across those accounts in the first quarter. The Western Digital purchase was just one of many.
Still, the trade is a useful excuse to look at a stock that has quietly become one of the best performers in the entire market.
Image source: Getty Images.
An improbable run The purchase, disclosed in a range of $45,000 to $150,000, went into a company most people know for hard drives. And that ordinary-sounding business is exactly what's driving the stock.
The AI boom has turned out to need somewhere to put all the data it generates. Much of that data lands on the high-capacity hard disk drives Western Digital sells to cloud and data center customers. That demand has transformed the company's results. In its fiscal third quarter (the period ended April 3, 2026), revenue rose 45% year over year to $3.34 billion, and gross margin topped 50%, up from about 40% a year earlier. Non-GAAP (adjusted) earnings per share nearly doubled to $2.72.
"Virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-efficiently on HDDs," said Western Digital CEO Irving Tan in the company's fiscal third-quarter earnings release.
Management expects the momentum to continue. It guided for fiscal fourth-quarter revenue to rise 36% to 44% year over year, with adjusted gross margin climbing further to 51% to 52%. That would extend an already remarkable run and explain why the market has repriced the stock so dramatically. A company earning better than 50-cent margins on the dollar looks very different from the low-margin drive maker investors used to shrug at.
It's also worth noting what Western Digital is today. The company spun off its flash-memory business, Sandisk, into a separate company in early 2025, leaving Western Digital focused squarely on hard disk drives. That focus has turned into an advantage: the cheap, high-capacity drives it makes are exactly what hyperscalers reach for to store the flood of data that AI systems produce and consume.
Why it's down today So why is a stock this strong falling today? It has little to do with Western Digital itself.
Samsung announced guidance for record quarterly operating profit, driven by the same AI-fueled memory demand lifting the whole sector. Yet instead of cheering, investors sold. One worry may be that results this strong might mark the top of a notoriously volatile cycle. Memory and storage stocks slid across the board, and Western Digital, up more than 200% this year as of this writing, dropped alongside them.
That's the risk hiding inside the stock's 2,100% run-up. Storage and memory have always been cyclical, with booming demand eventually leading to oversupply and ultimately resulting in lower prices (and profits).
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Does the AI storage boom justify the price? After a move this large, a stock's valuation deserves a hard look. Even after today's slide, Western Digital trades at more than 30 times forward earnings. That's a rich multiple for a business the market treated as a sleepy hardware supplier not long ago.
But a valuation like this only makes sense if the current demand surge proves durable. If AI-driven storage demand keeps growing and pricing holds, today's earnings can keep climbing and grow into the valuation over time. On the other hand, if the cycle turns, shares could crater.
So, is Western Digital a buy after its enormous run?
I'd be cautious here. The business is booming, and the AI storage demand behind it is no mirage. But buying a cyclical stock just weeks after it set record highs, at more than 30 times earnings, after a 2,100% run, leaves little room for error if the cycle cools. Today's sell-off, triggered by good news rather than bad, is a reminder of how quickly sentiment can shift in this corner of the market.
Shares of Robinhood Markets (HOOD 3.96%) were down by more than 40% year to date at one point but have rapidly closed the gap. The stock has surged by more than 80% from its 52-week low, and it's certainly no fluke. Fundamentals continue to improve, and a major headwind that has plagued Robinhood this year will have a limited impact in future years.
Image source: Getty Images.
Understanding crypto's role in Robinhood's earnings Robinhood's 15% year-over-year revenue growth in the first quarter was disappointing for investors who have come to know the fintech company. The same business grew by 50% year over year in the 2025 first quarter and was up by another 40% a year earlier.
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Those growth rates all boil down to crypto transaction revenue. This part of the business more than tripled in 2024 and doubled in 2025, when comparing the respective first quarters of those years. In the first quarter of this year, that same part of the business was down by 47% year over year.
That backdrop makes the 15% growth rate look more impressive since Robinhood is gradually becoming less reliant on crypto. Fellow fintech Coinbase Global is practically an all-in crypto play, and that has resulted in sizable year-over-year revenue drops in recent quarters. Coinbase saw its overall revenue tumble by more than 30% year over year in the first quarter.
Robinhood was prepared for the crypto crash Coinbase has been scrambling to diversify beyond crypto. It offered stock trading at the end of 2025 and opened up prediction markets on its platform earlier this year. Robinhood was well ahead of the curve on this.
Robinhood became famous due to its zero-commission stock trading that revolutionized the entire brokerage industry. This backstory cemented it as a company that isn't just into crypto, while it will be harder for Coinbase to break out of that mold.
Prediction markets are still an area of strength for Robinhood. That part of the business was the key contributor to "other transaction revenue," which more than quadrupled year over year. It now makes up more than 10% of total sales. Options revenue inched up by 8% year over year and made up more than one-quarter of total sales. Robinhood also generates more than one-third of its revenue from margin interest, and that part of the business grew by 24% year over year.
The fintech has several high-growth products that minimize the impact of fewer crypto trades. A crypto bull market will send Robinhood higher, but it's not necessary. Crypto barely made up 10% of the company's total revenue, and the remaining parts of the business are growing.
Crypto's reduced impact on Robinhood's financials, plus the company's success in multiple verticals, will result in easy year-over-year comparables in 2027. While Robinhood reported 15% year-over-year revenue growth in the recent first quarter, it's likely to deliver a much higher rate in the same period in 2027. That's part of the reason investors are loading up on the stock and betting on a comeback.
Enphase Energy (ENPH - Free Report) closed the most recent trading day at $42.99, moving -3.5% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.45%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.16%.
Shares of the solar technology company witnessed a loss of 21.68% over the previous month, trailing the performance of the Oils-Energy sector with its loss of 5.87%, and the S&P 500's gain of 2.14%.
The upcoming earnings release of Enphase Energy will be of great interest to investors. The company's earnings per share (EPS) are projected to be $0.45, reflecting a 34.78% decrease from the same quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $291.74 million, indicating a 19.66% downward movement from the same quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $2.12 per share and revenue of $1.23 billion, which would represent changes of -28.38% and -16.78%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Enphase Energy. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 1.1% higher. Enphase Energy is currently sporting a Zacks Rank of #3 (Hold).
From a valuation perspective, Enphase Energy is currently exchanging hands at a Forward P/E ratio of 20.98. Its industry sports an average Forward P/E of 20.98, so one might conclude that Enphase Energy is trading at no noticeable deviation comparatively.
The Solar industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 70, finds itself in the top 29% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
SFEG Holdings Inc. se dohodla na prodeji Specialized Fabrication Equipment Group LLC společnosti Enerpac Tool Group Corp. Gladstone Investment očekává plné splacení dluhu a výrazný kapitálový zisk z podílu.
MCLEAN, VA / ACCESS Newswire / July 7, 2026 / Gladstone Investment Corporation (Nasdaq:GAIN) ("Gladstone Investment") portfolio company SFEG Holdings Inc. announced today that it has agreed to the sale of Specialized Fabrication Equipment Group LLC ("SFEG" or the "Company") to Enerpac Tool Group Corp., marking another successful realization for Gladstone Investment's buyout strategy. Gladstone Investment is expected to receive full repayment of its debt investment and realize a significant capital gain on its equity interest.
SFEG designs and sells a suite of branded, specialty equipment for the fabrication and welding industries. Enerpac is a global provider of industrial tools and services, and the acquisition further expands its portfolio of specialty industrial solutions.
"Gladstone Investment is proud to have supported SFEG across six separate acquisitions that expanded the Company's product offering, customer reach, and market position within the fabrication and welding equipment industry," said Christopher Lee, Executive Vice President of Gladstone Investment. "CEO Vinay Varma, President Aidan Tagliaferro, and the entire SFEG management team successfully scaled the business through organic growth and acquisitions while broadening SFEG's portfolio of branded specialty equipment solutions and we wish them continued success as they further expand under Enerpac."
"The successful sale of SFEG will represent Gladstone Investment's 31st realized exit from a management-supported buyout investment since inception," said David Dullum, Chief Executive Officer and President of Gladstone Investment. "This outcome reflects our strategy of partnering with management teams to build scalable lower middle market businesses while generating current income and long-term capital appreciation for shareholders."
Gladstone Investment is a publicly traded business development company that seeks to make equity and secured debt investments in lower middle market businesses in the United States in connection with acquisitions, changes in control and recapitalizations. Additional information on the transaction can be found at www.gladstoneinvestment.com.
For Investor Relations inquiries related to any of the monthly dividend paying Gladstone funds, please visit www.gladstone.com.
Forward-looking Statements:
The statements in this press release regarding the longer-term prospects of Gladstone Investment, SFEG, Enerpac Tool Group Corp. and their management teams, and the ability of Gladstone Investment, SFEG and Enerpac Tool Group Corp. to grow and expand are "forward-looking statements." These forward-looking statements inherently involve certain risks and uncertainties in predicting future results and conditions. Although these statements are based on Gladstone Investment's current plans that are believed to be reasonable as of the date of this press release, a number of factors could cause actual results and conditions to differ materially from these forward-looking statements, including those factors described from time to time in Gladstone Investment's filings with the Securities and Exchange Commission. Gladstone Investment undertakes no obligation to update or revise these forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
For further information: Gladstone Investment Corporation, (703) 287-5893
Na Insulet a její vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma už dříve oznámila dvě dobrovolná stažení zařízení Omnipod 5 a následně Omnipod 5, Omnipod Dash a Omnipod Insulin Management System (Omnipod Eros).
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation (“Insulet” or the “Company”) (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States (“U.S.”) and internationally.
The Company offers, inter alia, its “Omnipod 5” automated insulin delivery (“AID”) system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; and its “Omnipod Dash”, which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet’s manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had “initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring.”
On this news, Insulet’s stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the “initat[ion]” of another “voluntary Medical Device Correction”, this time “for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.”
On this news, Insulet’s stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Na společnost ChampionX byla podána hromadná žaloba kvůli údajnému zatajování nabídky na převzetí od Schlumberger při zpětném odkupu akcií. Investoři mohou žádat o jmenování hlavním žalobcem do 14. července 2026.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against ChampionX Corporation (“ChampionX” or the “Company”) (NASDAQ: CHX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether ChampionX and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 14, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired ChampionX securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
A Complaint has filed on behalf of investors who sold ChampionX common stock during the Class Period, alleging that the defendants failed to disclose material information, which artificially deflated the price of ChampionX common stock.
Per the allegations of the Complaint, on February 29, 2024, ChampionX received an unsolicited non-public offer from Schlumberger Limited to purchase all the outstanding shares of ChampionX for $36.70 per share. On March 7, 2024, Schlumberger raised its offer to $37.80 per share. The ChampionX class action lawsuit alleges that while these offers were on the table and unknown to the investing public, ChampionX was repurchasing its common stock at market prices significantly below the prices offered by Schlumberger. ChampionX had an obligation to disclose that it had received a formal acquisition offer from Schlumberger or abstain from purchasing ChampionX stock from unsuspecting investors.
During the Class Period, ChampionX’s average stock price was $33.32 per share. On Tuesday, April 2, 2024, during pre-market hours, ChampionX disclosed the merger with Schlumberger. The merger eventually closed on July 16, 2025, with Schlumberger acquiring ChampionX for $40.58 per share.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Constellation Brands v 1. čtvrtletí zvýšila tržby z piva o 2 % na 2,28 miliardy USD a hrubá marže stoupla na 54,3 %. Segment vína a destilátů zůstal slabý, když tržby meziročně klesly o 47 %.
Key Takeaways STZ's beer business continued to drive results with higher sales, pricing gains and resilient shipment growth.Constellation Brands generated strong cash flow while continuing share repurchases and dividend payments. STZ expects fiscal 2027 enterprise organic net sales to range from a 1% decline to a 1% increase. Constellation Brands (STZ - Free Report) sits at the center of two important alcohol trends. Beer demand is still carrying the business, while wine and spirits remain in reset mode after portfolio actions.
The question for investors is whether premium brands and cost savings can offset uneven consumer spending, tariffs and higher marketing needs. The latest numbers show both resilience and pressure.
Beer Demand Remains the Main SignalBeer remains the clearest source of operating strength for Constellation Brands. In first-quarter fiscal 2027, beer net sales increased 2% to $2.28 billion, supported by $40.7 million of shipment volume growth and $17.6 million of pricing gains. Shipments rose 1.8%, while depletions slipped 0.3% in a volatile consumer backdrop.
The brand mix still matters. Modelo Especial and Corona Extra faced declines, but Pacifico, Victoria and Modelo Chelada delivered gains that helped support the portfolio. Management continues to emphasize consumer insights, occasion-based marketing and disciplined investment as it works to keep scaled brands relevant.
Anheuser-Busch InBev SA/NV (BUD - Free Report) provides a useful beer benchmark because it also competes through a broad global portfolio and event-driven marketing. Its presence highlights how large brewers are pushing premium, non-alcoholic and occasion-led offerings to defend share.
Margins Reflect Relief and New Cost PressuresConstellation Brands’ margin story is not one-dimensional. Consolidated gross profit as a percentage of net sales rose to 54.3% in the first quarter from 50.4% a year earlier. Comparable operating income increased to $834.2 million from $809.9 million.
Beer operating margin was 39.0%, nearly flat with 39.1% in the prior-year period. Fixed cost absorption and pricing helped, but higher materials costs, tariffs, unfavorable product mix and marketing spending limited expansion. Tariffs tied largely to aluminum imports totaled $13.0 million, and marketing as a percentage of beer net sales is expected to rise above 10% in the second and third quarters to support major sports activations.
Wine and Spirits Remain a DragThe Wine and Spirits segment shows why Constellation’s alcohol exposure is still uneven. Segment net sales fell 47% year over year to $149.2 million in the first quarter, mainly because $142 million of sales from the 2025 Wine Divestitures were no longer in the business.
The organic view was better, with wine and spirits organic net sales up 8%, organic shipments up 7.7% and depletions up 6.6%. Still, the segment reported a comparable operating loss of $1.1 million, and fiscal 2027 organic net sales are expected to range from down 1% to up 1%. Diageo plc (DEO - Free Report) , with its large spirits, beer and wine portfolio, remains a relevant peer for investors tracking premiumization and pressure across global beverage alcohol.
Cash Flow and Capital Returns Add SupportConstellation Brands continues to generate cash while funding brand investment, brewery projects and capital returns. Net cash provided by operating activities was $661.8 million in the first quarter, compared with $637.2 million in the prior-year period.
The company repurchased 1.5 million Class A shares for $223.8 million during the quarter and another 714,387 shares for $100 million after quarter end. As of June 26, 2026, $2.75 billion remained available for future repurchases. The board also declared a quarterly dividend of $1.03 per Class A share.
What Should Investors do With STZ Now?The bottom line is that STZ is tracking the right alcohol themes in premium beer, non-alcohol offerings and portfolio reshaping, but the near-term setup is constrained by soft consumer demand and margin pressure. Fiscal 2027 guidance still calls for enterprise organic net sales growth in a range of down 1% to up 1%, underscoring limited visibility.
Image Source: Zacks Investment Research
STZ currently carries a Zacks Rank #4 (Sell). That rank signals pressure from earnings estimate trends, so investors may want to be selective despite the company’s brand strength and cash generation.
The stock has a Value Score of B, Growth Score of C, Momentum Score of B and VGM Score of B. The B grades show favorable value and momentum characteristics, but Style Scores are designed to complement the Zacks Rank, not override it. For now, STZ looks like a stock with solid assets but a cautious earnings setup.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Pomerantz LLP vyšetřuje možné porušení zákona ze strany DXC Technology a jejího vedení po slabých výsledcích za 4. čtvrtletí a výhledu na fiskální rok 2027. Akcie DXC po zprávě 8. května 2026 klesly o 21,48 % na 9,43 USD.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of DXC Technology Company (“DXC” or the “Company”) (NYSE: DXC). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether DXC and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 7, 2026, after the market closed, DXC reported its fourth quarter and full fiscal year 2026 financial results. The Company reported total revenue of approximately $3.13 billion for the fourth quarter, representing a 1.2% year-over-year decline and a 6.6% decline on an organic basis. DXC also reported fourth quarter bookings of approximately $3.3 billion, down 13.5% year over year. During the accompanying earnings call, management disclosed that DXC’s top-line performance fell short of expectations. The Company stated that it missed its organic revenue guidance by approximately $75 million, or two percentage points, and that this was not just a pipeline and demand issue, but also an execution issue. DXC also issued fiscal year 2027 guidance projecting continued organic revenue decline of approximately 3% to 5% year over year.
On this news, DXC’s stock price fell $2.58 per share, or 21.48%, to close at $9.43 per share on May 8, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Resmed uzavřel definitivní dohodu o prodeji divize MatrixCare firmě Frazier Healthcare Partners. Transakce má být dokončena v prvním čtvrtletí fiskálního roku 2027.
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- Resmed (NYSE: RMD, ASX: RMD), the leading health technology company focused on sleep, breathing and care delivered in the home, today announced it has entered into a definitive agreement to sell its MatrixCare business to Frazier Healthcare Partners, a private equity firm focused exclusively on health care.
This move reflects Resmed’s 2030 strategy by focusing on high-growth, scalable opportunities in sleep health, breathing health and connected home-based healthcare. The divestiture also strengthens Resmed’s ability to reallocate capital and resources toward innovation, operational scale and long-term value creation across its connected, home-based care ecosystem.
MatrixCare provides software solutions to more than 15,000 providers and supports skilled nursing, senior living and long-term care, life planning communities and home health and hospice care.
“Today’s announcement is about our disciplined approach to portfolio management and our commitment to driving long-term growth,” said Mick Farrell, Chairman and CEO of Resmed. “By focusing on areas where we see the greatest opportunity for sleep health innovation and impact, we are strengthening our ability to deliver life-changing health technologies, improve patient outcomes and create value for our stakeholders. We are confident MatrixCare and its affiliated businesses will continue to support team members and drive growth under new ownership with a dedicated focus on the long-term care market.”
“Frazier has spent several years evaluating the post-acute care technology sector and believes MatrixCare has established itself as a leading platform serving skilled nursing, senior living and home health and hospice providers,” said Ryan Lucero, General Partner at Frazier Healthcare Partners. “We are thrilled to partner with the MatrixCare team and plan to invest aggressively in product innovation to help providers deliver better outcomes as the post-acute care landscape continues to evolve.”
The transaction includes MatrixCare and related software offerings historically sold under the MatrixCare brand, including Healthcare First, Citus and home health and hospice solutions (collectively defined as the “MatrixCare business”). It excludes Resmed’s other software businesses, Brightree in the U.S. and MEDIFOX DAN in Germany.
The transaction is expected to close during the first quarter of Resmed’s fiscal year 2027, subject to required regulatory approvals and customary closing conditions. Until closing, MatrixCare will continue to operate as part of Resmed, with no changes to customer service or support.
Resmed is providing additional information regarding this transaction through a Form 8-K furnished with the U.S. Securities and Exchange Commission (SEC). Supplementary materials related to this press release are available on Resmed’s Investor Relations website at investor.resmed.com.
Resmed will provide further updates regarding the financial impact of the transaction in its regulatory filings for the fourth quarter of its fiscal year 2026, consistent with regulatory requirements.
About Resmed
Resmed (NYSE: RMD, ASX: RMD) creates life-changing health technologies that people love. We’re relentlessly committed to pioneering innovative technology to empower millions of people in 140 countries to live happier, healthier lives. Our AI-powered digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better sleep and breathing, with care delivered in their own home. Learn more at Resmed.com and follow @Resmed.
About Frazier Healthcare Partners
Founded in 1991, Frazier Healthcare Partners is a private equity firm focused exclusively on the healthcare industry. Since its inception, Frazier has raised over $11 billion of capital for private funds and co-investment opportunities and has invested in more than 200 companies over 35 years. Frazier has a philosophy of partnering with strong management teams while leveraging its internal operating resources and network to build exceptional companies. Frazier is headquartered in Seattle, WA, with an office in New York City, and invests broadly across the U.S., Canada, and Europe. For more information about Frazier, visit www.frazierhealthcare.com/home.
AeroVironment v červnu ztratila více než 20 % poté, co odhalila účetní chyby ve dvou finančních výkazech a musela přepočítat výsledky. Chyby podhodnotily provozní ztrátu o 89,4 milionu USD.
In an age where drones are reshaping the modes and methods of aerial warfare, among other fields, AeroVironment (AVAV 8.02%) has been a red-hot stock recently.
In June, however, sentiment toward the next-generation defense company's stock cooled considerably, mainly due to accounting errors affecting two sets of financial statements. This had a lingering, deleterious effect on the stock, which ultimately lost more than 20% of its value over the month.
Image source: Getty Images.
A fumble with the financials That bad news hit the headlines on June 22; AeroVironment disclosed it in a regulatory filing with the Securities and Exchange Commission (SEC). It said the audit committee of its board of directors found that its 10-Q quarterly earnings statement covering the three-month and nine-month periods ending Jan. 31, 2026, contained errors and was in need of restatement.
Getting into the weeds somewhat, the company said the fault lay in the carrying value used in its goodwill impairment calculation.
In turn, this affected the company's loss from operations, which was understated by $89.4 million for both periods. Ditto for net loss, understated by slightly less (nearly $87.3 million), plus associated basic and diluted net loss per share (by $1.75 per share for the three-month period, and $1.79 per share for the longer stretch).
Finally, total assets were overstated by that $89.4 million, and liabilities by over $2.1 million. Total stockholders' equity was overstated by the same near-$87.3 million in the net loss calculation.
The same day that the announcement was made, AeroVironment published an update to its 10-Q with the requisite corrections. Although that mitigated deeper price erosion, it was an embarrassment and a setback for a business that generally had a positive reputation.
It's fortunate, then, that its earnings report for the following quarter was made public one week later. AeroVironment's stock soared yet again, which was understandable because the company managed to more than double revenue on a year-over-year basis (to almost $642 million). Net income under generally accepted accounting principles (GAAP) also blasted higher, to $63 million from $17 million.
That revenue line, and the company's non-GAAP net income of $1.84 per share, easily topped the average analyst estimates.
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The fourth quarter was the fix Without the saving grace that was that fiscal fourth-quarter earnings release, AeroVironment surely would have seen a steeper price decline. It continues to do very well as an effective operator in the drone and defense systems space, but I'd be more bullish on its future if its financial reporting efforts were similarly top-class.
Principal Financial Group se dohodla na akvizici Beam Benefits, poskytovatele zaměstnaneckých benefitů pro více než 25 000 malých firem. Uzavření se čeká v druhé polovině roku 2026.
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today an agreement to acquire Beam Benefits, an employee benefits company serving over 25,000 small businesses.
“Beam Benefits’ focus on serving the small business market aligns directly with our commitment to helping small and midsized businesses (SMBs) protect their businesses and their employees,” said Amy Friedrich, president of Benefits and Protection at Principal. “This acquisition strengthens our momentum and delivery of above-market growth in that segment.” Principal currently serves 180,000 employers providing comprehensive retirement, benefits, and business owner solutions.1
Beam offers dental, vision, and ancillary benefits supported by a cloud-native technology stack with AI at its core. The business has scaled rapidly in the small business segment, generating approximately $175 million in premiums in 2025.
“Beam Benefits is purpose-built to transform the employee benefits experience by combining intuitive, cloud-native technology with an unwavering focus on expanding access to vital employee benefits for small business employers, employees, and their families. Joining forces with Principal is the natural next step in our journey,” said Tolithia Kornweibel, CEO of Beam Benefits.
“Beam has built a meaningful customer base that generates strong premium volume,” said Friedrich. “Its digital-first model brings scalable capabilities that can complement our platform, support continued growth, and enhance the customer experience. Beam’s talent and deep expertise in the small business marketplace will be additive to our SMB strategy.”
The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027.
Perella Weinberg Partners served as financial advisor to Principal, with Skadden, Arps, Slate, Meagher & Flom LLP acting as legal counsel. Ardea Partners LP served as financial advisor to Beam Benefits, with Wilson Sonsini Goodrich & Rosati, P.C. acting as legal counsel.
About Principal Financial Group®
Principal Financial Group® (Nasdaq: PFG) is a global financial company with approximately 19,000 employees1 passionate about improving the wealth and well-being of people and businesses. In business for 146 years, we’re helping over 82 million customers1 plan, insure, invest, and retire, while working to support the communities where we do business, and building an inclusive workforce. Principal® is proud to be recognized as one of the 2026 World’s Most Ethical Companies2 and named as a “Best Places to Work in Money Management3.” Learn more about Principal and our commitment to building a better future at principal.com.
About Beam Benefits
Beam Benefits is a digitally-native employee ancillary benefits company that offers dental, vision, life, disability, and supplemental health coverage for employers. The company simplifies and modernizes ancillary benefits through its intuitive online platform, self-service tools, AI-powered underwriting, and thoughtful coverage for improved overall wellness. Beam is available in 46 states and the District of Columbia. Learn more at beambenefits.com.
This news release contains statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words “expect,” “continue,” “plan,” “will,” “strategy,” “target,” and similar expressions, among others, generally identify forward-looking statements, which speak only as of the date the statements were made. Forward-looking statements are made based upon management’s current expectations and beliefs concerning future developments and their potential effects on us. Such forward-looking statements are not guarantees of future performance. Actual results may differ materially from those included in the forward-looking statements as a result of risks and uncertainties. Those risks and uncertainties include, but are not limited to, the risk factors listed in Item 1A, “Risk Factors,” in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and the other filings we make with the U.S. Securities and Exchange Commission (the “SEC”). We disclaim any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Na Verra Mobility byla podána skupinová žaloba kvůli údajnému podvodu s cennými papíry a dalším nezákonným praktikám. Společnost po oznámení ukončení smlouvy s Avis Budget Group snížila výhled na rok 2026.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Verra Mobility Corporation (“Verra” or the “Company”) (NASDAQ: VRRM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Verra and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 4, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Verra securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 26, 2026, Verra disclosed receipt of a termination notice effective September 2026 from Avis Budget Group – historically, one of Verra’s largest customers – regarding the companies’ contract. Verra also announced that it is taking immediate actions to cut costs, adapt operations, and reposition its business. Verra also revised its 2026 outlook, despite confirming all 2026 guidance metrics just 20 days earlier.
On this news, Verra’s stock price fell $9.23 per share, or 70.57%, to close at $3.85 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Primoris snížil celoroční výhled upraveného EBITDA z 560–580 milionů USD na 480–500 milionů USD a uvedl slabší výsledky za 1. čtvrtletí 2026. Akcie po zprávě prudce klesly.
LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of Primoris Services Corporation (“Primoris” or the “Company”) (NYSE: PRIM) on behalf of investors concerning the Company’s possible violations of federal securities laws.
IF YOU ARE AN INVESTOR WHO LOST MONEY ON PRIMORIS SERVICES CORPORATION (PRIM), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.
What Is The Investigation About?
On May 5, 2026, Primoris issued a press release reporting its financial results for the first quarter of 2026. Primoris reported results below analyst expectations and slashed full-year adjusted EBITDA guidance from $560-$580 million to $480-$500 million. Primoris attributed the reduction to lower renewable energy activity, delayed project starts, and increased costs on renewable energy projects.
On this news, Primoris's stock price fell $101.69 per share, or 50.11%, to close at $101.23 per share on May 6, 2026, thereby injuring investors.
Then, on June 22, 2026, Primoris revealed a series of business updates including the departure of its Chief Operating Officer and a further slash to its financial outlook for the full year of 2026, in part due to “cost overruns and delays” related to six of the Company’s projects. The company also said it anticipates lower revenue and gross profit for full year 2026, primarily driven by lower expected revenue and gross profit in the renewables business, where it now sees full-year revenue at $2.1 billion to $3 billion.
On this news, Primoris’s stock price fell $23.39, or 21.6%, to close at $84.95 per share on June 22, 2026, thereby injuring investors further.
Contact Us To Participate or Learn More:
If you purchased Primoris securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
The Law Offices of Frank R. Cruz,
2121 Avenue of the Stars, Suite 800,
Century City, California 90067
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com.
Email us at: [email protected]
Follow us for updates on Twitter at twitter.com/FRC_LAW.
If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Pomerantz LLP vyšetřuje Certara kvůli možnému podvodu s cennými papíry a dalším nezákonným praktikám. Firma zároveň oznámila pokles výnosů ze služeb o 4 % na 57,2 milionu USD a bookings o 14 % na 66,6 milionu USD.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Certara, Inc. (“Certara” or the “Company”) (NASDAQ: CERT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Certara and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 11, 2026, Certara reported its first quarter 2026 financial results. Certara disclosed that services revenue declined 4% year-over-year to $57.2 million, while services bookings declined 14% year-over-year to $66.6 million. In discussing the quarter, Certara said that it saw “softer performance from Tier 1 customers in MIDD services” and that services performance was “mixed.” The Company also announced its exit from the regulatory business in their service segment. I n response to a question about consistency between software and services performance, Certara said that there had been “a lot of inconsistency and back and forth” over the last few quarters.
On this news, Certara’s stock price fell $1.18 per share, or approximately 19%, to close at $5.13 on May 11, 2026.
Then, on June 17, 2026, Certara announced that John Gallagher, the Company’s Chief Financial Officer, had notified Certara of his intent to resign from his office effective as of the end of the day on July 14, 2026.
On this news, Certara’s stock price fell $0.49 per share, or 8.13%, to close at $5.54 per share on June 18, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
MasTec koupí Superior Group za 1,65 miliardy USD v hotovostně-akciové transakci, aby rozšířila nabídku infrastruktury pro datová centra. Uzavření se očekává v polovině až koncem července.
Dollar bills are seen in a currency-counting machine at a currency exchange, in Tehran, Iran, October 5, 2025. Majid Asgaripour/WANA (West Asia News Agency) via REUTERS ATTENTION EDITORS -... Purchase Licensing Rights, opens new tab Read more
CompaniesJuly 7 (Reuters) - Infrastructure engineering and construction firm MasTec (MTZ.N), opens new tab said on Tuesday it would acquire electrical contractor Superior Group in a $1.65 billion cash-and-stock deal, as it seeks to expand its data center infrastructure offerings.
MasTec, which primarily caters to data centers' power generation and energy transmission needs, will now be able to supply the electrical systems for data centers, through the Superior Group deal, it said.
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Companies across sectors have been racing to boost their offerings amid a global buildout of data centers to fuel growing demand for AI services.
MasTec said it expects to close the deal by mid- to late-July.
Reporting by Nandan Mandayam in Bengaluru; Editing by Maju Samuel
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Petrobras uzavřela s regulátorem ANP dohodu v hodnotě 300 milionů reais, aby uvedla 335 dočasně opuštěných offshore vrtů do souladu s bezpečnostními a ekologickými pravidly. Na splnění má čas do konce roku 2030; 233 vrtů už je v souladu.
A view shows the logo of Brazilian state-run oil firm Petrobras in Rio de Janeiro, Brazil June 5, 2025. REUTERS/Ricardo Moraes Purchase Licensing Rights, opens new tab
CompaniesRIO DE JANEIRO, July 7 (Reuters) - Brazilian state-run oil firm Petrobras (PETR3.SA), opens new tab signed an agreement with regulator ANP committing to bring 335 temporarily abandoned offshore wells into compliance with safety and environmental rules, both parties said in separate statements on Tuesday.
Under the signed agreement, Petrobras will pay 300 million reais ($58.3 million) to ANP, and has until the end of 2030 to comply with the rules.
The agreement is a result of negotiations between the oil regulator and Petrobras.
Petrobras said it has already brought 233 of the 335 wells into compliance.
($1 = 5.1484 reais)
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Reporting by Marta Nogueira in Rio de Janeiro and Andre Romani in Sao Paulo; Editing by Kylie Madry
Our Standards: The Thomson Reuters Trust Principles., opens new tab
SailPoint spustil Agentic Fabric pro zabezpečení AI agentů a dalších nehumánních identit ve velkém měřítku. Ve 1. čtvrtletí tvořily 40 % růstu identity a 14 % všech identit spravovaných v cloudové nabídce.
Key Takeaways SailPoint launched Agentic Fabric to secure AI agents and non-human identities at enterprise scale.Non-human identities drove 40% of identity growth and 14% of cloud-managed identities in Q1.SailPoint still has $350M of on-premise ARR available for SaaS conversion and cross-sell. SailPoint (SAIL - Free Report) is leaning into one of the sharper shifts in enterprise security: access control is no longer only about employees. It increasingly includes machine identities, applications and autonomous AI agents.
That changes the role of identity security. As AI moves from experimentation to production, SailPoint is trying to make its platform a central control layer for the modern enterprise.
SailPoint is Chasing the AI Agent WaveSailPoint launched Agentic Fabric in May 2026 to help enterprises secure AI agents and other non-human identities at scale. The product is designed to discover agents, govern access and protect activity through a single identity-centered model.
The approach reflects a broader move from static access reviews to real-time control. Agentic Fabric maps agents to human owners, applies least-privilege access and supports automated response when risky behavior emerges.
SAIL Sees Nonhuman Identity as a Growth DriverThis is more than a branding exercise for SailPoint. In the first quarter of fiscal 2027, non-human identities accounted for 40% of identity growth and represented 14% of all identities managed in the company’s cloud offering.
Management also said the agentic pipeline doubled in the quarter. Customers that adopted advanced non-human identity capabilities increased annual recurring revenue by more than 50%, giving the AI-agent theme direct revenue relevance.
SAIL Faces Stiff CompetitionSailPoint is also trying to widen the opportunity through partners and platform extensions. Its Identity Security Cloud already supports a large integration base, and the company has positioned Agentic Fabric as a layer that can work across cloud customers, on-premise IdentityIQ customers and even enterprises using other basic access management platforms.
However, the competitive context is expanding. Okta (OKTA - Free Report) , Cisco Systems (CSCO - Free Report) and Microsoft (MSFT - Free Report) are other identity-focused company investors may watch in this context.
Microsoft is SailPoint’s most significant competitor through its Microsoft Entra portfolio, which includes Entra ID, Identity Governance, Privileged Identity Management (PIM) and Conditional Access. Microsoft’s biggest advantage is its massive installed base of Microsoft 365 and Azure customers, allowing it to bundle identity governance with productivity, cloud and security offerings at attractive pricing.
Meanwhile, following the acquisition of Splunk and continued investment in cybersecurity, Cisco has strengthened its identity-focused security capabilities through Cisco Duo and its broader Zero Trust platform. Duo provides multi-factor authentication, device trust, adaptive access and identity verification, while Cisco integrates identity signals with networking and security operations.
Okta’s outlook is supported by steady demand for identity security, an expanding installed base, and rising attach of newer products such as Identity Governance, Privileged Access, and posture and threat capabilities. Management’s agent-focused roadmap and broad partner ecosystem keep Okta relevant as enterprises secure non-human identities and deploy AI workflows across multiple platforms.
SailPoint shares have dropped 18% year to date, outperforming Microsoft’s fall of 18.7%, while Okta and Cisco shares have returned 74.1% and 46.7%, respectively.
SAIL Stock’s Price Performance
Image Source: Zacks Investment Research
SAIL Still Faces Early Monetization RiskThe near-term financial story is still developing. Emerging products represented 20% of net new annual recurring revenue in the first quarter of fiscal 2027, with a significant portion tied to AI-generated demand.
Management has not built an aggressive AI contribution into guidance. Customers are still working through discovery, workshops and architecture decisions, so the trend is visible even though the monetization curve remains early.
SailPoint Trend Story Needs Migration ExecutionSailPoint’s AI identity strategy could gain leverage from on-premise-to-software-as-a-service migrations. The company still has about $350 million of on-premise annual recurring revenue available for conversion and cross-sell.
That opportunity carries execution risk. Migrations involve integration work, change management and customer timing, which means the pace of enterprise modernization will help determine how quickly AI identity demand appears in reported results.
The bottom line is that SailPoint is aligned with a real enterprise security problem: AI agents and machine identities are multiplying faster than traditional access models were built to handle. Its platform strategy gives it a credible way to participate in that shift.
SAIL currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Microsoft podle Bloombergu začal v Excelu a Wordu používat vlastní modely MAI pro část dotazů místo modelů OpenAI a Anthropic. Firma tak snižuje náklady na AI.
Image Credits:JASON REDMOND/AFP / Getty Images As AI costs continue to rise, companies are looking for ways to cut back. The most recent example is Microsoft, which has reportedly begun to deploy a cost-savings strategy by relying less on software from OpenAI and Anthropic and instead deploying its own in-house models.
Indeed, when it comes to two of its most widely used programs — Excel and Word — Microsoft has begun to use its homemade MAI models to respond to a certain percentage of user prompts, Bloomberg reported Tuesday. In the past, the company had advertised the fact that large parts of Office 365 are powered by models from both OpenAI and Anthropic.
While Microsoft still relies on those third-party models, it has also increasingly sought to stand up its own AI agents. Last month, at its annual Build conference, the company announced the launch of seven new MAI models, including an agentic coder and a text-to-image generator.
When reached for comment by TechCrunch, Microsoft said that it had nothing further to share.
Microsoft’s apparent cutbacks are part of a broader trend. After a brief blitz of “tokenmaxxing” earlier this year, the last few months have seen a news cycle awash in stories about tech companies acting significantly more thrifty. Other large companies — like Amazon, Uber, Meta, and Accenture — have also reportedly made moves to curb spending.
The immense cost of providing and buying AI services has become a controversial part of the industry. The sticker shock has gotten so bad in some parts of Silicon Valley that some companies are reportedly looking to Chinese models for more affordable agentic solutions — despite some concerns over potential security issues.
Tilray v červnu klesla téměř o 19 % poté, co vydala nové akcie při swapu dluhu za akcie, snížil se jí cenový cíl a na konci měsíce oznámila akvizici HelloMD.
Tilray Brands (TLRY 1.60%) doesn't, to put it politely, have a history of pleasing its investors. That was well in evidence across June, as the company -- diversifying from its roots as a pure-play marijuana business -- fell into one of its more unattractive habits, announced a new acquisition, and saw an analyst cut his price target on the shares. The combination of these developments pushed Tilray's stock down by nearly 19% that month.
New shares for old notes Over the course of its existence, the chronically loss-making Tilray has often issued new shares in order to bolster its finances. Sure enough, on two separate days in June -- one close to the start of the month, and one at the end -- the company divulged chunky stock flotations. It minted just over 1.2 million new shares in the first, and an additional 2.6 million-plus in the second.
Image source: Getty Images.
What makes the pair something of a departure for Tilray is that they weren't effected to raise capital. Instead, they were the equity side of a debt-for-equity swap the company effected with holders of some of its convertible notes (i.e., debt securities that convert to stock under certain conditions) that pay interest of 5.2%. As notes are booked as debt on the balance sheet, with this financial engineering move Tilray retired roughly $18 million in debt.
That'll improve the balance sheet to a degree (the company had $284 million in long-term borrowings at the end of February) which is, of course, a positive development. What's not so positive is the pile of new shares, as one reason investors have been wary of Tilray is its frequent new share issues. At least the June pair isn't excessively dilutive; the company's outstanding share count topped 123 million.
Later in the month an analyst following Tilray, Bernstein SocGen Group's Nadine Sarwat, cut her price target on the stock. She reduced it quite substantially, to $6.50 per share from $10. She also maintained her rather lukewarm stance on its future, keeping her market perform (hold, in other words) recommendation intact.
On the second-to-last day of the month, Tilray announced its latest acquisition. It is now the owner of HelloMD, a telehealth and patient engagement company focused on medical cannabis.
It didn't disclose the financial terms of the deal, but did say it boosts the company's "direct-to-patient capabilities, creates a fully vertically integrated medical cannabis framework for Tilray in Canada, and advances its global medical cannabis growth strategy."
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More losses to come? I think that combination of share price issuance and new asset acquisition is dismaying for some investors. I'd imagine they're wondering why Tilray is effectively reducing its stock's value while opening its wallet for an acquisition.
That wouldn't be such a concern if the company showed signs of reversing its loss-making ways, but I'm not seeing much indication of this yet. Personally, I don't think this stock is a compelling buy right now.
Perplexity potvrdila, že plánuje používat nový procesor Vera od Nvidia. Nvidia chce z těchto čipů do konce fiskálního roku získat tržby ve výši 20 miliard USD.
An Nvidia Vera CPU compute tray on display at the sidelines of the Computex trade show in Taipei, Taiwan, June 3, 2026. REUTERS/Ann Wang/File Photo Purchase Licensing Rights, opens new tab
SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's (NVDA.O), opens new tab new central processing units, as the chip giant works to broaden its market and take on entrenched players such as Intel (INTC.O), opens new tab and Advanced Micro Devices (AMD.O), opens new tab.
Nvidia has said it expects to generate $20 billion in sales from its "Vera" CPU, a more generic computing chip than its AI-specific offerings, by the end of this fiscal year. The Vera chips are part of Nvidia's efforts to diversify sales as artificial intelligence companies such as OpenAI and DeepSeek make their own AI chips.
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Nvidia is entering a crowded market for CPUs long dominated by Intel and AMD, who supply CPUs for everything from laptops to web servers. But many of those chips were designed before the rise of what are known as AI "agents" that can carry out complex tasks on their own after receiving instructions from their human users.
Unlike human users of CPUs, who take breaks between tasks, AI agents do not. Perplexity Vice President for Computer Enterprise and Infrastructure Nate Kupp said Nvidia's CPU carried out AI agent coding tasks about 1.5 times faster than traditional CPUs.
"Vera really stood out to us as just like a dead-on fit for a lot of the core workloads that we have," Kupp said in an interview.
Perplexity declined to disclose how many Nvidia CPUs it plans to buy. Nvidia has previously disclosed that OpenAI, Anthropic and Oracle plan to use its CPUs.
Reporting by Stephen Nellis in San Francisco Editing by Bill Berkrot
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NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR) and certain officers. The class action, filed in the United States District Court for the Eastern District of New York, and docketed under 26-cv-03787, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired First Solar securities between February 26, 2025 and February 24, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired First Solar securities during the Class Period, you have until August 24, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
First Solar is a solar technology company that provides photovoltaic (“PV”) solar energy solutions. First Solar manufactures and sells PV solar modules that convert sunlight into electricity. As relevant here, First Solar’s product offerings include its Series 6 Plus PV module, manufactured at facilities in locations including Malaysia and Vietnam.
At the outset of the Class Period, Defendants announced that First Solar would reduce production output of Series 6 modules at facilities in Malaysia and Vietnam in 2025, to account for circumstances including, inter alia, an “uncertain U.S. policy environment following the 2024 U.S. elections,” and “a supply and demand imbalance for Southeast Asian product”. Notwithstanding these circumstances, First Solar reassured investors that its primary market, the United States, enjoyed stable module prices.
Then, on April 2, 2025, United States (“U.S.”) President Donald J. Trump announced a series of “reciprocal” tariffs on U.S. imports from all countries, including rates of 24% and 46% on Malaysia and Vietnam, respectively, presenting a challenge to First Solar. These tariffs were subsequently reduced to 10%. Throughout the Class Period, Defendants continued to assure investors that the dynamic policy landscape presented a “long term favorable” for First Solar and actually “strengthened [its] relative position in the solar manufacturing industry”.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Defendants had overstated First Solar’s capacity to manage the impact of U.S. tariff policy on the Company’s business; (ii) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar’s projected performance in the 2026 fiscal year; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that “[international] facilities remain a pain point while tariffs exist” and “underutilization at [international] facilities remains a concern.” The Jefferies analyst also predicted that First Solar’s deployment opportunities were likely to be more limited in 2026.
On this news, First Solar’s stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.
Then, on February 24, 2026, First Solar issued a press release “announc[ing] financial results for the fourth quarter and year ended December 31, 2025.” Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar’s announcement, Baird Research downgraded its stock to Neutral from Outperform, citing “several question marks in forward outlook”.
On this news, First Solar’s stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced that it has declared its 673rd consecutive common stock monthly dividend. The dividend amount of $0.2710 per share, representing an annualized amount of $3.252 per share, is payable on August 14, 2026 to stockholders of record as of July 31, 2026.
About Realty Income
Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies®. Founded in 1969, we serve our clients as a full-service real estate capital provider. As of March 31, 2026, we have a portfolio of over 15,500 properties in all 50 U.S. states, the U.K., and eight other countries in Europe. We are known as "The Monthly Dividend Company®" and have a mission to invest in people and places to deliver dependable monthly dividends that increase over time. Since our founding, we have declared 673 consecutive monthly dividends and are a member of the S&P 500 Dividend Aristocrats® index for having increased our dividend for over 31 consecutive years. Additional information about the company can be found at www.realtyincome.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this press release, the words "estimate," "anticipate," "assume," "expect," "believe," "intend," "continue," "should," "may," "likely," "plan," "seek," and similar expressions are intended to identify forward-looking statements. Forward-looking statements include discussions of our business, strategy, plans, and the intentions of management including dividends and the amount, timing and payment thereof. Forward-looking statements are subject to risks, uncertainties, and assumptions about us which may cause our actual future results to differ materially from expected results. Some of the factors that could cause actual results to differ materially are, among others, our continued qualification as a real estate investment trust; general domestic and foreign business, economic, or financial conditions; competition; fluctuating interest and currency rates; inflation and its impact on our clients and us; access to debt and equity capital markets and other sources of funding (including the terms, structure and partners of such funding); volatility and uncertainty in the credit and financial markets; other risks inherent in real estate, private capital, credit and mezzanine investments, and joint ventures or co-investment ventures, including solvency, defaults under leases, bankruptcies, potential liability relating to environmental matters, illiquidity of real estate investments (including rights of first refusal or rights of first offer), and potential damages from natural disasters; impairments in the value of our real estate assets; volatility and changes in domestic and foreign laws and the application, enforcement or interpretation thereof (including with respect to tax laws and rates); property ownership through co-investment ventures, funds, joint ventures, partnerships and other arrangements which, among other things, may transfer or limit our control of the underlying investments; epidemics or pandemics; the loss of key personnel; the threat and outcome of any legal proceedings to which we are a party or which may occur in the future; acts of terrorism and war; and the anticipated benefits from mergers, acquisitions, co-investment ventures, funds, joint ventures, partnerships and other arrangements; and those additional risks and factors discussed in our reports filed with the U.S. Securities and Exchange Commission. Readers are cautioned not to place undue reliance on forward-looking statements. Forward-looking statements are not guarantees of future plans and performance and speak only as of the date of this press release. Past operating results and performance are provided for informational purposes and are not a guarantee of future results. There can be no assurance that historical trends will continue. Actual plans and results may differ materially from what is expressed or forecasted in this press release and forecasts made in the forward-looking statements discussed in this press release may not materialize. We do not undertake any obligation to update forward-looking statements or publicly release the results of any forward-looking statements that may be made to reflect events or circumstances after the date these statements were made or to reflect the occurrence of unanticipated events.
Trumpův návrh rozpočtu na obranu pro fiskální rok 2027 počítá s 54,6 miliardy USD pro DAWG, což je meziročně zhruba o 24 000 % více a víc než rozpočet námořní pěchoty. Většina peněz míří do výzkumu a vývoje autonomních zbraní a dronů.
Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office that stood up quietly late last year with an initial budget of roughly $225 to $226 million, is slated to receive $54.6 billion in FY2027. That works out to a roughly 24,000% year-over-year increase, or approximately 243x its prior year budget. The DAWG allocation now exceeds the entire Marine Corps budget request of $52.8 billion and represents nearly 15% of the entire $350 billion reconciliation package. Most investors have never heard of the program.
What DAWG Actually Is The Defense Autonomous Warfare Group is a newly created Pentagon organization designed to unify all US military drone and autonomous weapons programs under a single command structure. It absorbs and supersedes the Biden-era Replicator initiative, which aimed to field hundreds of thousands of one-way attack drones but ran into supply chain bottlenecks. Internal documents reportedly indicate intent to eventually elevate DAWG into a unified combatant command, effectively making it a new branch of the US military. Crucially, most of the $54.6 billion is directed toward research and development. This is a technology race.
Total drone and counter-drone spending in the FY2027 request reaches approximately $74 to $75 billion, tripling FY2026 spending levels. The Department of War’s own overview earmarks $53.6 billion for autonomous systems procurement, domestic production capability, and advanced capabilities, alongside $14.4 billion for counter-unmanned systems across 250+ sites. The budget was drawn up before Operation Epic Fury (the Iran war beginning February 28, 2026), meaning the ramp reflects long-term strategic competition with China.
The $1.5 Trillion Envelope President Trump has framed the broader ask directly: “our Military Budget for the year 2027 should not be $1 Trillion Dollars, but rather $1.5 Trillion Dollars.” That is a 42% increase over FY2026, the largest year-over-year defense spending increase in the post-WWII era. It includes $17.5 billion for Golden Dome missile defense, $65.8 billion in the Shipbuilding and Conversion, Navy appropriation supporting 18 battle force ships, and $102 billion for aircraft procurement and R&D. Against the S&P 500’s 10.17% year-to-date gain, defense names have lagged, creating a valuation gap versus fundamentals.
1. Kratos Defense & Security Solutions (KTOS) Kratos Defense & Security Solutions (NASDAQ:KTOS) is the most direct pure-play on DAWG. Its Valkyrie CCA drone and solid rocket motor lines drove Q1 FY26 revenue of $371.0M, up 22.6% year over year, with Unmanned Systems posting 30.9% organic growth and a 1.6x book-to-bill. CEO Eric DeMarco cited a “generational recapitalization of the U.S. defense industrial base underway.” Shares are down 29.47% year to date, and insider selling has been persistent.
2. AeroVironment (AVAV) AeroVironment (NASDAQ:AVAV | AVAV Price Prediction) is the leading US manufacturer of small and medium military drones, with Switchblade loitering munitions and Puma reconnaissance systems in the field. Q4 FY26 revenue of $1.977 billion trailing twelve months came alongside FY26 record bookings of $2.7B and a 1.4x book-to-bill. CEO Wahid Nawabi flagged “rising global demand across lethal and non-lethal drones, counter-UAS, space and advanced technologies.” Shares are down 26.89% year to date, with an analyst target price of $258.61.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Northrop Grumman didn't make the cut. Grab the names FREE today.
3. Palantir Technologies (PLTR) Palantir Technologies (NASDAQ:PLTR) supplies the AI decision layer for autonomous warfare. The DoW budget specifies $2.3 billion for the Maven Smart System (MSS) and Joint Fires Network, plus $46.0 billion for a multi-year sovereign AI Arsenal. Q1 2026 revenue grew 84.7% year over year, with US Government revenue up 84% to $687 million. The stock trades at 88x forward earnings, a premium that leaves little room for execution slips.
4. Northrop Grumman (NOC) Northrop Grumman (NYSE:NOC) is the broadest beneficiary across the request. Q1 2026 revenue of $9.88 billion grew 4.4%, with Aeronautics Systems swinging to operating income of $305 million on B-21 production expansion. Backlog stands at $95.61 billion. CEO Kathy Warden pointed to an “unprecedented global demand environment.” Northrop selected the Kratos Valkyrie as its CCA aircraft for MUX TACAIR, tying it into the DAWG portfolio. It pays a 1.68% dividend yield.
5. Huntington Ingalls Industries (HII) Huntington Ingalls Industries (NYSE:HII) is the pure-play on the shipbuilding line. Q1 2026 revenue of $3.10 billion grew 13.3%, led by Newport News Shipbuilding at $1.665 billion, up 19.3%. Backlog is $54 billion. CEO Chris Kastner noted “Shipbuilding throughput has continued to improve with meaningful year over year growth.” As sole prime for nuclear-powered carriers and one of two Virginia-class submarine builders, HII is structurally levered to the 18 battle force ships in the request.
The Critical Caveat The president’s annual budget is only a proposal, and Congress is free to reject it. Senate Budget Committee chair Sen. Lindsey Graham has already expressed skepticism about the $350 billion reconciliation portion, and Sen. Mitch McConnell called for “regular order appropriations” rather than reconciliation funding. The DAWG allocation is almost entirely R&D spending, so technology payoffs are measured in years or decades, not quarters. Independent analyses suggest the broader package could add $6.9 trillion to the national debt over 10 years when accounting for increased interest costs. Government shutdowns, continuing resolutions, and fixed-price cost overruns remain live risks across every name above.
The Strategic Shift Whether or not the full $54.6 billion survives Congress, the direction is unmistakable. The Pentagon just signaled the next era of American warfare with a 24,000% budget increase for a program most Americans cannot name. Autonomous systems, AI decision infrastructure, hypersonics, and hull steel are the four verticals absorbing the flows. KTOS, AVAV, PLTR, NOC, and HII sit closest to those pipes. Congressional passage risk is real, but the strategic realignment behind the number is already reshaping capital allocation across the defense industrial base.
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Amgen čelí sporům s FDA i s regulátory v Coloradu, ale autor tvrdí, že dopad na byznys i dividendu by byl malý. Ve 1. čtvrtletí tržby vzrostly o 6 % na 8,6 mld. USD a EPS o 4 % na 3,34 USD.
Amgen (AMGN +0.61%) has been grabbing headlines lately, and not always for the right reasons. The company is currently engaged in a battle with the U.S. Food and Drug Administration (FDA), which has demanded that the biotech pull Tavneos, a medicine for severe anti-neutrophil cytoplasmic autoantibody-associated vasculitis (a group of rare autoimmune inflammatory diseases), from the market. The FDA is claiming that Amgen manipulated clinical trial data.
Elsewhere, Amgen has been fighting off attempts by Colorado regulators to cap the annual price of its famous psoriatic arthritis drug, Enbrel. Amgen recently won a court victory in that battle, although it probably isn't completely over yet. With all that going on, some might worry about Amgen's business and ability to maintain its dividend program intact. Should investors seek out other dividend stocks?
Image source: The Motley Fool.
A resilient business Suppose Amgen loses its dispute with the FDA and is forced to take Tavneos out of the U.S. market. Let's also assume that Colorado regulators get their way and put a price cap on Enbrel. What effect would those setbacks have on the company's financial results? The answer is that the immediate impact will be fairly minimal. In the first quarter, Enbrel's revenue was $320 million, down 37% from the year-ago period. The medicine's sales are declining largely due to Medicare price-setting under the Inflation Reduction Act, a 2022 law that gave the U.S. Centers for Medicare & Medicaid Services the authority to negotiate the prices of some of the drugs it spends the most on.
Enbrel was targeted by the first round of negotiations. This means the medicine plays a little role in Amgen's long-term growth plans, especially since it will face biosimilar competition by 2029. Price setting at the state level would accelerate the year-over-year sales decline for the immunosuppressant, but it would do little to fundamentally change Amgen's prospects (although, in fairness, it may set a dangerous legal precedent).
Regarding Amgen having to pull Tavneos from the U.S. market, the medicine was first approved in 2021 and generated $119 million in sales in the first quarter, up 32% year over year. It accounted for just 1.4% of the company's total revenue. This loss also wouldn't be that big a deal. Amgen has proven, time and time again, that it can overcome obstacles of this kind. Last year, it lost patent exclusivity for denosumab, a bone health medicine marketed under brands such as Prolia and Xgeva.
It was a meaningful growth driver, but despite this loss, the company is still performing well. In the first quarter, Amgen's revenue increased 6% year over year to $8.6 billion, while its earnings per share rose 4% to $3.34. Amgen can also overcome the headwinds it is currently facing.
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Amgen's strong pipeline Another reason to be bullish about Amgen's future is the company's pipeline. The biotech is developing several important medicines to bolster its lineup and mitigate the potential negative impact of regulatory and legal setbacks. Perhaps Amgen's most promising candidate is MariTide, an investigational GLP-1 medicine that is being developed across diabetes, weight loss, sleep apnea, cardiovascular outcomes, and more. This drug, which is undergoing several phase 3 studies, could become a leading GLP-1 therapy, especially given its differentiated profile.
MariTide is being developed for once-monthly or less frequent administration. Even with lower weight-loss efficacy than some current options, it could attract many patients and carve out a solid niche in the fast-growing GLP-1 market. And again, it isn't the only exciting pipeline candidate in Amgen's portfolio. Amgen's ability to develop newer, better products to replace older ones whose sales are dropping is another reason the company's outlook is strong.
A strong dividend track record Amgen has a robust underlying business, is posting solid financial results, and boasts a deep pipeline. In addition to all that, the company's dividend track record is pretty impressive. Amgen has increased its payouts every year since it first initiated one in 2011 -- and over the past decade, its dividend has increased by 152%. Meanwhile, the company's forward yield is 2.7%, compared with the S&P 500's average of 1.1%. Amgen may be in the news for the wrong reasons, but the company's dividend remains as safe as ever. Long-term income seekers can still count on this company.
Conference call to be webcast live at 2 p.m. PT / 5 p.m. ET
, /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG) today announced it will release second-quarter 2026 financial results after market close on Wednesday, Aug. 5, 2026. The company will host a webcast and conference call to discuss its results that afternoon at 2 p.m. PT / 5 p.m. ET.
Information about Zillow Group's financial results, including a link to the live webcast and recorded replay, will be available on the company's Investor Relations website at https://investors.zillowgroup.com/investors/financials/quarterly-results/default.aspx.
Please register for the live event here.
For more information about Zillow Group, visit https://investors.zillowgroup.com.
About Zillow Group:
Zillow Group, Inc. (Nasdaq: Z and ZG) is reimagining real estate to make home a reality for more and more people.
As the most visited real estate app and website in the United States, Zillow connects hundreds of millions of consumers with innovative technology, trusted agents and loan officers, and seamless digital solutions. With industry-leading tools and resources, Zillow supercharges real estate professionals so they can grow their businesses and deliver exceptional client experiences. For renters and housing providers, Zillow offers not only a robust marketplace but a set of end-to-end products and services to streamline applications, leases, payments and more.
Zillow's ecosystem spans the entire home journey — from dreaming and shopping to renting, buying, selling and financing.
Zillow Group's affiliates, subsidiaries and brands include Zillow®, Zillow Premier Agent®, Zillow Home Loans®, Zillow Rentals®, Zillow® New Construction, Trulia®, StreetEasy®, Out East®, HotPads®, Follow Up Boss®, ShowingTime®, dotloop® and Zillow® Closing.
Akcie Eli Lilly v úterý ráno vzrostly o 2,63 % poté, co Jim Cramer odmítl názor, že příběh Mounjara už skončil. JPMorgan vidí další potenciál v mezinárodním růstu a na americkém trhu s obezitou.
Drug stocks got hit hard on Monday in what Jim Cramer called a “vicious rotation,” and the selloff looked like the usual crowded-trade unwind. Investors decided the Mounjaro story was played out. On Tuesday morning’s Mad Dash, Cramer walked through why he thinks that reading is wrong, and he had a fresh JPMorgan note flagging “potential upside from Mounjaro international” and U.S. obesity-market growth “much higher than people think” to lean on.
Eli Lilly (NYSE:LLY | LLY Price Prediction) closed Monday at $1,200.06 and was rallying 2.63% on Tuesday as Cramer defended it.
Why the Crowd Thinks It’s Over The played-out thesis has surface merit. Lilly is a $1.16 trillion market cap trading at 44x trailing earnings and 33x forward, the stock has run 59% in the past year, and realized prices on Mounjaro and Zepbound went down 13% last quarter as rebates and market-access deals bit into gross margin.
Reddit sentiment turned bearish from late June onward, with retail chatter dominated by presidential-stock-promotion drama and a “weight loss race” framing that has Novo Nordisk asking suppliers for discounts to try to regain share. So the story going into August is that the easy money has been made, generic GLP-1 competition is coming, and pricing goes only one way from here.
Cramer’s Three-Part Bull Case Cramer’s rebuttal is a runway argument in three parts. First, most of the world isn’t on these drugs yet. The numbers back it. Mounjaro did $8.66 billion in Q1 2026, up 125% year over year, with international revenue growing 81% as China added it to the National Reimbursed Drug List. When you pair a doubling in volume with fresh reimbursement in the world’s second-largest economy, you get a curve that looks nothing like a mature product.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eli Lilly didn't make the cut. Grab the names FREE today.
Second, the pill. Cramer called an oral formulation “radical.” The FDA already approved Foundayo (orforglipron), the only GLP-1 pill that can be taken any time of day without food or water restrictions, and it beat oral semaglutide head to head in The Lancet. Every needle-averse patient, every emerging-market pharmacy without cold-chain distribution, every employer benefits manager choking on injectable pricing suddenly becomes addressable. The GLP-1 total addressable market expands the moment the pill hits shelves.
Third, muscle-sparing. Cramer called losing fat without losing muscle the “holy grail” of the category, and he is right that it is the differentiator that matters for the second wave. Retatrutide, Lilly’s next-gen triple agonist, delivered weight loss up to 71.2 lbs with osteoarthritis pain relief in prior trials. If you are the doctor writing scripts three years from now, you write the one that keeps the patient strong.
The August Earnings Catalyst and the Setup Risk Lilly reports again in the first week of August. The setup is straightforward. Management already raised 2026 guidance to $82.0 to $85.0 billion in revenue and $35.50 to $37.00 in non-GAAP EPS, and the company has beaten estimates four straight quarters, including a 25.88% EPS beat last quarter (see the Q1 2026 8-K). Cramer’s read of the JPMorgan note is that it is the first analyst signal of a positive surprise coming.
The risk is exactly what makes the bull case attractive. A stock trading at a full multiple, up double digits into the earnings report, needs the international ramp and the Foundayo launch numbers to actually land. If oral scripts start slower than the Street models, or if Novo’s rebate war compresses net pricing again, the reaction is asymmetric to the downside. Cramer is likely right that “played out” is the wrong frame for a company still adding countries, formulations, and mechanisms. Whether he is right about the next four weeks is a separate question, and the answer arrives in early August.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eli Lilly didn't make the cut. Grab the names FREE today.
First Majestic uzavřel definitivní dohodu o prodeji dolu San Martin za celkem 90 milionů USD. Z toho 2,5 milionu USD má přijít při uzavření a zbytek, tedy 87,5 milionu USD, v budoucích platbách.
Vancouver, British Columbia--(Newsfile Corp. - July 7, 2026) - First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV) (the "Company" or "First Majestic") is pleased to announce that it has entered into a definitive agreement (the "Agreement") dated July 6, 2026 to sell its 100%-owned past producing San Martin Silver Mine located 250 kilometres north of Guadalajara city in Jalisco State, Mexico, in the San Martin de Bolaños mining district, ("San Martin"), to Flextronics Supply and Service, S. de R.L. de C.V ("Flextronics"), a private Mexican company, for total cash consideration of US$90 million (the "Transaction"), comprised of upfront consideration of US$2.5 million payable upon closing of the Transaction (US$500,000 of this amount has already been deposited into escrow as a deposit), and an additional US$87.5 million in future payments.
TRANSACTION DETAILS
The Agreement provides that, subject to satisfaction and waiver of certain conditions described below, Flextronics will acquire all of the issued and outstanding shares of Minera El Pilon, S.A. de C.V. ("El Pilon"), a wholly-owned subsidiary of First Majestic incorporated under the laws of Mexico that holds a 100% interest in San Martin. The acquisition also includes the Jalisco Group of Properties, consisting of 5,245 hectares of mining concessions owned by El Pilon, and located in the municipalities of Etzatlán and Tototlán, Jalisco. In exchange, Flextronics is required to make the following payments to First Majestic:
US$2.5 million in cash at closing (US$500,000 of this amount has already been deposited into escrow as a deposit);US$2.5 million in cash within 180 days of closing; US$10 million in cash on each anniversary date of closing, commencing on the first anniversary of closing and continuing each subsequent anniversary thereafter until and including the fifth anniversary date of closing (by which time, a total of $US50.0 million in anniversary payments would have been paid);US$35.0 million on August 31, 2032.Closing of the Transaction is subject to customary closing conditions, as well as Mexican Antitrust approval. First Majestic anticipates that the Transaction will close in the fourth quarter of 2026.
The San Martin Silver Mine is a past producing silver and gold operation that was placed under care and maintenance by First Majestic in July 2019. Flextronics is part of Meridian Capital, a diversified investment group focused on the mining and oil & gas sectors, with development projects across Mexico, including Sonora and Sinaloa, as well as in Venezuela and Uruguay.
ABOUT FIRST MAJESTIC
First Majestic is a publicly traded mining company focused on silver and gold production in Mexico and the United States. The Company presently owns and operates four producing underground mines in Mexico: the Santa Elena Silver/Gold Mine, the Los Gatos Silver Mine (the Company holds a 70% interest in the Los Gatos Joint Venture that owns and operates the mine), the San Dimas Silver/Gold Mine, and the La Encantada Silver Mine, as well as a portfolio of development and exploration assets, including the Jerritt Canyon Gold project located in northeastern Nevada, U.S.A.
First Majestic is proud to own and operate its own minting facility, First Mint, LLC, and to offer a portion of its silver production for sale to the public. Bars, ingots, coins and medallions are available for purchase online at www.firstmint.com, at some of the lowest premiums available.
This news release contains "forward‐looking information" and "forward-looking statements" under applicable Canadian and U.S. securities laws (collectively, "forward‐looking statements"). These statements relate to future events or the Company's future performance, business prospects or opportunities that are based on forecasts of future results, estimates of amounts not yet determinable and assumptions of management made in light of management's experience and perception of historical trends, current conditions and expected future developments. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives or future events or performance (often, but not always, using words or phrases such as "seek", "anticipate", "plan", "continue", "estimate", "expect", "may", "will", "project", "predict", "forecast", "potential", "target", "intend", "could", "might", "should", "believe" and similar expressions) are not statements of historical fact and may be "forward‐looking statements". Forward-looking statements include, but are not limited to: completion of the Transaction; all future payments due after closing of the Transaction; the satisfaction and waiver of certain closing conditions, including the receipt of Mexican Antitrust approval and the timing for such approval; and the expected timing of closing of the Transaction. These statements are based on the Company's assumptions that all conditions to closing of the Transaction will be satisfied in a timely manner. These assumptions may prove to be incorrect and actual results may differ materially from those anticipated. Actual results may vary from forward-looking statements.
Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to materially differ from those expressed or implied by such forward-looking statements, including but not limited to: risks related to the parties' ability to satisfy the conditions of closing of the Transaction, as well as those factors discussed in the section entitled "Risk Factors" in the Company's most recent Annual Information Form for the year ended December 31, 2025 filed with the Canadian securities regulatory authorities under the Company's SEDAR+ profile at www.sedarplus.ca, and in the Company's Annual Report on Form 40-F for the year ended December 31, 2025 filed with the United States Securities and Exchange Commission on EDGAR at www.sec.gov/edgar. Although First Majestic has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated or intended. The Company believes that the expectations reflected in these forward‐looking statements are reasonable, but no assurance can be given that these expectations will prove to be correct and such forward‐looking statements included herein should not be unduly relied upon. These statements speak only as of the date hereof. The Company does not intend, and does not assume any obligation, to update these forward-looking statements, except as required by applicable laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304329
Source: First Majestic Silver Corp.
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DraftKings posiluje po spuštění DKeX, vlastní burzy pro prediction markets, která má rozšířit nabídku kontraktů. Firma zároveň uvedla roční objem sázek zákazníků kolem 3,4 miliardy USD a celkový objem obchodů zhruba 11,3 miliardy USD.
DraftKings shares are powering higher. What’s fueling DKNG momentum? What Is Driving DraftKings’ New DKeX Exchange?DraftKings is deepening its push into prediction markets with DKeX, a proprietary exchange built to support a more differentiated DraftKings Predictions experience and expand the range of event contracts available on its platform.
The rollout comes as DraftKings Predictions gains traction, with the company reporting about $3.4 billion in annualized consumer volume for the week ended June 21 and roughly $11.3 billion in annualized total trading volume. That scale is one reason traders are viewing DKeX as more than a routine product update, but as a move toward greater vertical integration.
The launch also comes as the prediction-markets space grows more competitive. Meta is reportedly developing a standalone app internally called "Arena," raising questions about whether new entrants could eventually pressure user engagement, pricing power and market share.
DraftKings Stock: Key Levels To WatchAt $26.98, the stock is trading above its 20-day SMA ($26.52), 50-day SMA ($25.37), and 100-day SMA ($24.41), which keeps the intermediate trend pointed up after the April swing low. The bigger-picture hurdle is still the 200-day SMA ($28.87), with shares trading 5.7% below that long-term trend line after a weaker 12-month run (down 32.85%).
MACD is the cleaner momentum read right now: it’s below its signal line with a negative histogram, which typically means upside pressure is cooling unless buyers can reassert control. In plain terms, MACD tracks trend momentum, and being below the signal line often shows the recent upswing is losing steam rather than accelerating.
Key Resistance: $30.00 — a round-number area that can act as an overhead supply zone as price works back toward longer-term resistance Key Support: $23.50 — a nearby floor that lines up with a prior buyer-defense zone and sits below the 50-day/100-day averages as a "trend break" tell What Is DraftKings and How Does It Operate?DraftKings got its start in 2012 as an innovator in daily fantasy sports, then expanded into online sports and casino gambling after the 2018 Supreme Court ruling that opened the door for state-by-state legalization. Today it generally holds the number-two or -three revenue share position across states where it competes, giving it scale benefits in a market where product depth and pricing can drive retention.
DraftKings Earnings Preview: What Analysts ExpectLooking further out, the next major catalyst for the stock arrives with the August 5, 2026 (estimated) earnings report.
EPS Estimate: 28 cents (Down from 38 cents YoY) Revenue Estimate: $1.56 Billion (Up from $1.51 Billion YoY) Valuation: P/E of 291.2x (Indicates premium valuation) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price target of $35.13 (high $50.00, low $27.00) across 50 analysts. Recent analyst moves include:
Susquehanna: Positive (Lowers Target to $31.00) (July 1) Citizens: Market Outperform (Raises Target to $36.00) (June 25) Guggenheim: Buy (Maintains Target to $35.00) (June 24) DraftKings Benzinga Edge Rankings ExplainedBelow is the Benzinga Edge scorecard for DraftKings, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: DraftKings’ Benzinga Edge signal reveals a premium-valued setup with only moderate growth support and still-weak momentum characteristics. For longer-term bulls, the cleaner technical tell is whether price can reclaim the 200-day area; for risk control, $23.50 is the nearby level that would start to undermine the current uptrend structure.
DraftKings Stock Price Action on TuesdayDKNG Stock Price Activity: DraftKings shares were up 2.75% at $26.93 at the time of publication on Tuesday, according to Benzinga Pro data.
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FuelCell Energy oznámila zahájení upsané veřejné nabídky akcií za 200 milionů USD. Výnosy chce použít na kapitálové výdaje související s rozšířením výrobní kapacity na podporu růstu, provozní kapitál a obecné firemní účely.
July 07, 2026 16:05 ET | Source: FuelCell Energy, Inc.
DANBURY, Conn., July 07, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (NASDAQ: FCEL) today announced the launch of an underwritten public offering of $200 million of shares of its common stock (the “Offering”). All of the shares are being offered by FuelCell Energy. FuelCell Energy expects to grant the underwriters a 30-day option to purchase up to an additional 15% of the shares of common stock sold in the offering at the public offering price, less underwriting discounts and commissions. FuelCell Energy intends to use the net proceeds from the Offering, if completed, for capital expenditures related to expansion of manufacturing capacity to support growth, working capital and general corporate purposes. The Offering is subject to market conditions and other factors, and there can be no assurance as to whether or when the Offering may be completed, or as to the actual size or terms of the Offering.
Citigroup and Barclays are acting as joint book-running managers for the Offering.
A shelf registration statement on Form S-3 (333-296607) relating to these securities has been filed with the Securities and Exchange Commission (“SEC”) and became automatically effective on June 8, 2026. The Offering may be made only by means of a prospectus supplement and accompanying prospectus. A preliminary prospectus supplement relating to and describing the terms of the Offering will be filed with the SEC and copies of the preliminary prospectus supplement relating to the Offering may be obtained for free by visiting the SEC’s website at www.sec.gov. When available, copies of the preliminary prospectus supplement and the accompanying prospectus may also be obtained by contacting: Citigroup Global Markets Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717 (Tel: 800-831-9146) and Barclays Capital Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by telephone at 1-888-603-5847 or by e-mail at [email protected]. The final terms of the Offering will be disclosed in a final prospectus supplement to be filed with the SEC.
This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any offer, solicitation or sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Forward-Looking Statements
This press release contains statements that the Company believes to be “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (the “PSLRA”). All statements other than statements of historical fact included in this press release are forward-looking statements. Words such as “expects,” “anticipates,” “estimates,” “goals,” “projects,” “intends,” “plans,” “believes,” “predicts,” “should,” “seeks,” “will,” “could,” “would,” “may,” “forecast,” and similar expressions and variations of such words are intended to identify forward-looking statements and are included, along with this statement, for purposes of complying with the safe harbor provisions of the PSLRA. These forward-looking statements include, but are not limited to, statements about FuelCell Energy’s proposed public offering and FuelCell Energy’s intention to grant the underwriters an option to purchase additional shares. Forward-looking statements are neither historical facts, nor assurances of future performance. Instead, such statements are based only on our beliefs, expectations, and assumptions regarding the future. The forward-looking statements contained in this press release are subject to risks and uncertainties, known and unknown, that could cause actual results and future events to differ materially from those set forth in or contemplated by the forward-looking statements, including, without limitation, risks and uncertainties related to, among other things, market conditions and the demand for FuelCell Energy’s securities. These and other risks are described in greater detail under the section titled “Risk Factors” contained in the preliminary prospectus supplement and the accompanying prospectus, the Company’s Annual Report on Form 10-K and Quarterly Reports on Form 10-Q and the Company’s other filings with the SEC. Any forward-looking statements that the Company makes in this press release are made pursuant to the PSLRA and speak only as of the date of this press release. Except as required by law, the Company undertakes no obligation to publicly update any forward-looking statements, whether as a result of new information, future events or otherwise.
About FuelCell Energy
FuelCell Energy, Inc. (Nasdaq: FCEL) is an American clean energy technology company delivering continuous, scalable baseload power for mission-critical applications globally. The Company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emissions power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments.
Rocket Lab oznámila úspěch mise VICTUS HAZE pro U.S. Space Force a splnila všechny fáze rychleji, než byly stanovené lhůty. Start přišel za 16 hodin a 42 minut po výzvě k odstartování.
LONG BEACH, Calif., July 07, 2026 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB), a global leader in launch services and space systems, today announced mission success for its role in the U.S. Space Force’s (USSF) VICTUS HAZE mission.
This historic mission required Rocket Lab to design, build, and test a Pioneer spacecraft for the USSF, launch it on Electron within 24 hours’ notice, commission the spacecraft within 72 hours, and then conduct complex rendezvous and proximity operations (RPO) on orbit within 84 hours to pursue, monitor, approach, and photograph another target satellite in a demonstration of a rapid threat-response scenario.
Rocket Lab successfully completed all mission phases faster than the deadlines set by the Space Force, setting records and delivering new standards in responsive space.
Responsive Launch: On June 19th, Rocket Lab launched the VICTUS HAZE mission just 16 hours and 42 minutes after receiving the Notice To Launch from the Space Force - the fastest response time ever for a Tactically Responsive Space (TacRS) mission.Spacecraft Commissioning: Completed within 38 hours – more than 30 hours ahead of the Space Force’s 72-hour deadline – Rocket Lab’s spacecraft operation team methodically activated and verified all of Pioneer’s systems including power, communications, and attitude control, ensuring the satellite was fully operational and ready to begin its tactical space domain awareness mission. RPO Operations: Completed in less than 59 hours – 25 hours ahead of the Space Force’s 84-hour deadline. Rocket Lab’s Pioneer spacecraft performed a series of complex orbital maneuvers to pursue, monitor, approach, and photograph a target satellite on orbit. Throughout operations, Rocket Lab maintained continuous tracking of the target spacecraft, demonstrating precision navigation and control capabilities essential for space domain awareness operations. While traditional missions have relied on separate contractors for rockets, satellites, and operations in space, Rocket Lab is delivering all three for VICTUS HAZE – the first time a single prime contractor has provided an entire all-in-one mission for the TacRS program.
Rocket Lab founder and CEO, Sir Peter Beck, says: “Rocket Lab has set the new standard in responsive space with VICTUS HAZE. Delivering a fully integrated and complete mission capability when the clock is ticking is a proud moment for the Rocket Lab team in a long history of delivering mission success for the United States and its allies. Now that the primary mission is complete, we look forward to continuing to push Pioneer on orbit under new and complex Space Force task orders to deliver new capabilities.”
Deployed by the USSF’s Space Systems Command (SSC), led by the Space Safari Program Office, in partnership with the Defense Innovation Unit (DIU), VICTUS HAZE is a Tactically Responsive Space (TacRS) mission generating the vital data, technology, and real-world operational experience needed to make that rapid response a repeatable reality.
With the threshold RPO demonstration now successfully completed, Rocket Lab will continue to operate the Pioneer spacecraft on orbit for several more months to prove out additional advanced RPO tactics, techniques, and procedures tasked by Space Safari.
Rocket Lab’s continued successful delivery of responsive space missions and increasingly complex RPO mission objectives for the USSF reinforces the Company’s reputation as a trusted partner capable of executing the most challenging and time-critical missions for national security.
About Rocket Lab
Rocket Lab is a leading space company providing launch services, spacecraft, payloads, and satellite components to commercial, government, and national security customers. Rocket Lab's Electron rocket is the world's most frequently launched orbital small rocket; its HASTE rocket provides hypersonic test launch capability for the U.S. government and allied nations; and its Neutron launch vehicle in development will unlock medium launch for constellation deployment, national security, and exploration missions. Rocket Lab is publicly listed on the Nasdaq stock exchange (RKLB). Learn more at www.rocketlabcorp.com
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”) and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). All statements contained in this press release other than statements of historical fact, including, without limitation, statements regarding our launch and space systems operations, launch schedule and window, safe and repeatable access to space, Neutron development, operational expansion and business strategy, are forward-looking statements. The words “believe,” “may,” “will,” “estimate,” “potential,” “continue,” “anticipate,” “intend,” “expect,” “strategy,” “future,” “could,” “would,” “project,” “plan,” “target,” and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including but not limited to the factors, risks and uncertainties included in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, as such factors may be updated from time to time in our other filings with the Securities and Exchange Commission (the “SEC”), accessible on the SEC’s website at www.sec.gov and the Investor Relations section of our website at https://investors.rocketlabcorp.com which could cause our actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.
Wave Life Sciences získala souhlas akcionářů k redomicilaci do USA a čeká na schválení Singapurským nejvyšším soudem. Slyšení je naplánováno na 14. července 2026.
July 07, 2026 16:15 ET | Source: Wave Life Sciences USA, Inc.
CAMBRIDGE, Mass., July 07, 2026 (GLOBE NEWSWIRE) -- As previously announced, Wave Life Sciences Ltd. (NASDAQ: WVE), a clinical-stage biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health (“Wave” or “Wave Life Sciences”), has obtained the requisite shareholder approval required in connection with its proposed redomiciliation (“Redomiciliation”) to the United States by way of the implementation of a statutory procedure known as a scheme of arrangement under Section 210 of the Companies Act 1967 of Singapore (the “Scheme of Arrangement”). The Scheme of Arrangement remains subject to approval by the High Court of the Republic of Singapore (the “Singapore Court”).
Wave has made an application to the Singapore Court to approve the Scheme of Arrangement, as filed in HC/SUM 2058/2026 in HC/OA 434/2026 in the Singapore Court on July 1, 2026 (Singapore Time), and the application has been directed to be heard before the Singapore Court on July 14, 2026 at 2:30 pm (Singapore Time), at Chamber 2A of the Supreme Court of Singapore at 1 Supreme Court Lane, Singapore 178879. The Singapore Court has directed that any affidavits in response to the application must be submitted to the Singapore Court by 4:00 pm (Singapore Time) on July 8, 2026, and that any written submissions and bundles of authorities must be filed with and tendered to the Singapore Court by 4:00 pm (Singapore Time) on July 10, 2026.
A copy of the materials filed with the application and the related directions provided by the Singapore Court will be made available under the Corporate Governance section of our Investor Relations website.
About Wave Life Sciences
Wave Life Sciences (Nasdaq: WVE) is a biotechnology company focused on unlocking the broad potential of RNA medicines to transform human health. Wave’s PRISM® platform combines multiple modalities, chemistry innovation and deep insights in human genetics to deliver scientific breakthroughs that treat both rare and common disorders. Its toolkit of RNA-targeting modalities, including RNAi (SpiNA) and RNA editing (AIMers), provides Wave with unmatched capabilities for designing and sustainably delivering candidates that optimally address disease biology. Wave’s pipeline is focused on its obesity (WVE-007), alpha-1 antitrypsin deficiency (WVE-006) and PNPLA3 I148M liver disease (WVE-008) programs, and also includes clinical programs in Duchenne muscular dystrophy and Huntington’s disease, as well as several preclinical programs utilizing the company’s versatile RNA medicines platform. Driven by the calling to “Reimagine Possible,” Wave is leading the charge toward a world in which human potential is no longer hindered by the burden of disease. Wave is headquartered in Cambridge, MA. For more information on Wave’s science, pipeline and people, please visit www.wavelifesciences.com and follow Wave on X and LinkedIn.
Some of the statements included in this announcement may include “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, in particular, statements about our expectations regarding the change of the parent company of the group from a Singapore company to a Delaware corporation. These statements include, but are not limited to, statements that address our expected future business and statements about the Redomiciliation and other statements identified by words such as “will”, “expect”, “believe”, “anticipate”, “estimate”, “should”, “intend”, “plan”, “potential”, “predict”, “project”, “aim”, and similar words, phrases or expressions. These forward-looking statements are based on current expectations and beliefs of the management of Wave Life Sciences, as well as assumptions made by, and information currently available to, such management, current market trends and market conditions and involve risks and uncertainties, many of which are outside Wave Life Sciences’ and management’s control, and which may cause actual results to differ materially from those contained in forward looking statements. Accordingly, you should not place undue reliance on such statements.
Particular uncertainties that could materially affect future results include risks associated with the Redomiciliation, including our ability to obtain shareholder and Singapore High Court approvals and satisfy other closing conditions to the completion of the Redomiciliation within the expected timeframe or at all; our ability to realize the expected benefits from the Redomiciliation; the occurrence of difficulties or material timing delays in connection with the Redomiciliation, including any unanticipated costs in connection therewith; any delays, challenges and expenses associated with receiving governmental and regulatory approvals; changes in tax laws, tax treaties or tax regulations or the interpretation or enforcement thereof by the tax authorities in Singapore, the United States and other jurisdictions following the Redomiciliation; our critical accounting policies; the ability of our preclinical studies to produce data sufficient to support the filing of global clinical trial applications and the timing thereof; our ability to continue to build and maintain the company infrastructure and personnel needed to achieve our goals; the clinical results and timing of our programs, which may not support further development of our product candidates; actions of regulatory agencies, which may affect the initiation, timing and progress of clinical trials; our effectiveness in managing current and future clinical trials and regulatory processes; the success of our platform in identifying viable candidates; the continued development and acceptance of nucleic acid therapeutics as a class of drugs; our ability to demonstrate the therapeutic benefits of our stereopure candidates in clinical trials, including our ability to develop candidates across multiple therapeutic modalities; our ability to obtain, maintain and protect intellectual property; our ability to enforce our patents against infringers and defend our patent portfolio against challenges from third parties; our ability to fund our operations and to raise additional capital as needed; competition from others developing therapies for similar uses; and any impacts on our business as a result of or related to any local and global health epidemics, geopolitical conflicts, global economic uncertainty, the impact of tariffs and changes in economic policies, volatility in inflation, volatility in interest rates or market disruptions on our business.
The foregoing review of important factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are set forth in our definitive proxy statement filed on May 7, 2026 and our most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and the other documents that we file with the SEC, including under the heading “Risk Factors” in our most recent Annual Report on Form 10-K. You may obtain copies of these documents as described under the heading “Additional Information and Where to Find It.”
Our filings with the Securities and Exchange Commission (“SEC”), which you may obtain without charge at the SEC’s website at http://www.sec.gov, discuss some of the important risk factors that may affect our business, results of operations and financial condition. We undertake no intent or obligation to publicly update or revise any of these forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Investors:
James Salierno
Director, Investor Relations
+1 617-949-4043 [email protected]
Microchip těží z rostoucí poptávky po mixed-signal MCU; ty tvořily téměř 50 % tržeb fiskálního 2026. Bookings sílí, book-to-bill zůstává nad jednou a duben byl nejsilnější za téměř čtyři roky.
Key Takeaways MCHP is positioned to gain from rising mixed-signal MCU demand across industrial and auto markets.Mixed-signal MCUs made up nearly 50% of fiscal 2026 revenue, supporting long-term growth.Bookings improved, book-to-bill stayed above one and April marked the strongest month in nearly four years. Microchip Technology (MCHP - Free Report) is well positioned to benefit from the growing demand for mixed-signal microcontrollers (MCUs), leveraging its expanding footprint in industrial embedded control, broad product portfolio and total system solutions strategy. Mixed-signal MCUs remain the company's largest product category, accounting for nearly 50% of fiscal 2026 revenues, highlighting their importance to long-term growth.
The company is witnessing renewed demand across its key MCU-driven markets, including industrial automation, automotive, aerospace & defense, communications and AI-enabled data centers. MCHP management noted that innovation-driven growth has resumed as customers restart new product development after working through excess inventories. These new designs increasingly require intelligent mixed-signal MCUs capable of integrating analog, connectivity, security and real-time control functions into a single platform. Microchip highlighted particularly strong innovation activity in industrial automation, automotive, aerospace & defense and data center applications.
Microchip’s leadership in mixed-signal MCUs is further strengthened by its Total System Solutions strategy. Rather than selling standalone microcontrollers, the company bundles MCUs with analog ICs, power management, connectivity, timing, security and FPGA products, increasing content per design win and making its platforms more attractive for customers. The company continues to maintain strong attach rates while expanding reference designs that encourage customers to adopt more Microchip components within a single system, supporting higher long-term revenue per application.
The company’s diversified customer base and long product life cycles also provide resilience. Mixed-signal MCU demand is recovering across thousands of customers as inventories normalize, while bookings have strengthened, book-to-bill remains above one, and April represented the strongest booking month in nearly four years. Microchip expects nearly all business units, including its microcontroller franchise, to participate in the ongoing recovery, supported by broad-based demand across industrial, automotive, aerospace & defense and data center markets.
MCHP Faces Tough CompetitionMicrochip is facing significant competition from the likes of Texas Instruments (TXN - Free Report) and Analog Devices (ADI - Free Report) .
Texas Instruments competes directly with Microchip by expanding its embedded processing portfolio around MCU targeting industrial, automotive and power applications. Management emphasized that Texas Instruments is shifting its embedded business toward a broader MCU portfolio with integrated analog peripherals, application-specific MCUs, motor control, power conversion, connectivity and radar capabilities. The planned acquisition of Silicon Labs further strengthens its wireless MCU offerings, particularly for industrial IoT, giving Texas Instruments a broader embedded portfolio that competes directly with Microchip's mixed-signal MCU franchise.
Analog Devices competes with Microchip in embedded processing by combining high-performance mixed-signal technologies with embedded intelligence for industrial and automotive applications. Rather than offering standalone MCUs, Analog Devices integrates sensing, signal-chain, power management, connectivity and software to enable edge intelligence for digital factories, robotics, healthcare and automotive systems. This allows ADI to address complex embedded control applications where precision analog performance and real-time processing are critical, competing directly with Microchip's higher-end mixed-signal MCU portfolio.
MCHP’s Share Price Performance, Valuation & EstimatesShares of Microchip have appreciated 37.4% year to date, outperforming the broader Zacks Computer and Technology sector’s rise of 16.6%.
MCHP Stock’s Price Performance
Image Source: Zacks Investment Research
The MCHP stock is trading at a premium, with a forward 12-month price/earnings of 26.35X compared with the broader sector’s 24.98X. Microchip has a Value Score of D.
MCHP’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Microchip’s fiscal 2027 earnings is currently pegged at $3.09 per share, up by a penny over the past 30 days, suggesting 88.4% growth from the fiscal 2026’s reported figure.
Microchip currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
AppLovin v 1. čtvrtletí 2026 vykázal rekordní tržby ve výši 1,84 miliardy USD, což je meziročně o 59 % více. Akcie přesto od začátku roku klesly zhruba o 19 %.
Key Takeaways APP delivered record Q1 2026 revenues of $1.84 billion, up 59% year over year.AppLovin posted an 85% adjusted EBITDA margin and a 65% net margin in its latest quarter.APP trades at premium valuation multiples, supporting a hold stance despite strong fundamentals. Despite delivering strong operational performance, AppLovin (APP - Free Report) has seen its stock decline roughly 19% year to date. The weakness reflects shifting market sentiment toward high-growth technology stocks rather than any visible deterioration in the company’s fundamentals. While investors have grown cautious about valuation and broader macroeconomic uncertainty, AppLovin continues to execute at a remarkably high level.
Image Source: Zacks Investment Research
The company remains one of the fastest-growing names in digital advertising, supported by artificial intelligence-driven ad optimization, expanding monetization capabilities and improving profitability. As the stock trades well below its recent highs, investors may need to determine whether the recent correction reflects a fundamental concern or simply a disconnect between price action and business performance.
AI-Powered Advertising Continues to Drive APP’s Revenue GrowthAppLovin’s growth story remains firmly intact, with demand for its AI-powered advertising and app monetization platform continuing to accelerate.
Quarterly revenues climbed steadily from $406 million in the second quarter of 2023 to nearly $1 billion by the fourth quarter of 2024. The momentum strengthened further throughout 2025, with quarterly revenues consistently exceeding $1 billion while maintaining sequential growth.
The company carried that momentum into the first quarter of 2026, reporting record quarterly revenues of $1.84 billion, representing an impressive 59% year-over-year increase.
This sustained expansion reflects increasing adoption of AppLovin’s AI-enhanced advertising solutions, particularly improvements driven by its Axon platform. The company has also broadened its reach beyond its traditional gaming customer base into larger e-commerce and digital advertising markets, creating new opportunities for long-term expansion.
As advertisers increasingly rely on AI-powered targeting, campaign optimization and monetization tools to improve returns on advertising spend, AppLovin continues to strengthen its position within one of the fastest-growing segments of the digital advertising industry.
Margin Expansion Is Becoming APP’s StrengthAlthough rapid revenue growth continues to attract investor attention, AppLovin’s profitability may represent its greatest long-term strength.
The company is increasingly generating revenue from higher-margin software offerings, allowing a much larger percentage of incremental sales to flow directly to the bottom line. This favorable business mix, combined with disciplined cost management, has significantly improved operating efficiency over the past several quarters.
During its latest reported quarter, AppLovin delivered an adjusted EBITDA margin of 85%, expanding 100 basis points from the prior-year period. Net margin improved even more dramatically, rising 1,500 basis points to 65%.
These figures demonstrate that AppLovin is not merely growing rapidly; it is scaling efficiently. Many technology companies can deliver strong top-line expansion, but far fewer can convert that growth into substantial profitability.
The company’s operating leverage suggests its business model becomes increasingly profitable as revenues continue to expand, reinforcing the quality and durability of its earnings profile.
Analyst Projections Signal Fundamental StrengthAnalyst expectations reflect continued optimism. The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $3.72 per share, indicating a 65% increase from the year-ago period. Revenue for the same quarter is expected to reach $1.94 billion, indicating 54% year-over-year growth. Looking further ahead, full-year 2026 earnings are projected to increase 59%, with 2027 earnings expected to rise an additional 32%. Revenues are also expected to increase 42% in 2026 and 29.5% in 2027. These projections underscore confidence in the company’s monetization engine and its ability to deliver strong earnings amid digital ad market expansion.
APP Valuation Appears ElevatedAPP currently trades at a forward P/E multiple of 29.29, noticeably above the industry average of 22.11.
Image Source: Zacks Investment Research
Its forward price-to-sales ratio of 19.21 also stands far above the industry benchmark of 2.89, indicating that investor expectations for future growth remain extremely aggressive.
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When stocks trade at premium valuation levels, even modest growth slowdowns or softer guidance can lead to significant multiple compression. Consequently, APP shares could remain vulnerable if market sentiment shifts or expectations are revised lower.
Comparing APP With Major U.S. Advertising Technology RivalsThe Trade Desk (TTD - Free Report) operates a demand-side advertising platform centered around programmatic advertising and advanced audience targeting capabilities. Although The Trade Desk benefits from strong exposure to premium advertising brands, its profitability profile tends to be more cyclical and sensitive to broader advertising spending trends compared with AppLovin. While TTD prioritizes scale and reach, AppLovin remains more focused on performance optimization and monetization efficiency.
Unity Software (U - Free Report) also maintains exposure to digital advertising through its real-time 3D platform and monetization offerings. However, Unity Software’s advertising operations remain closely connected to developer ecosystems and have historically demonstrated greater volatility. Unlike AppLovin, Unity Software continues to balance profitability objectives alongside growth expansion, making AppLovin’s consistent margin profile a notable competitive advantage among peers.
Hold Rating Appears AppropriateAppLovin continues to execute exceptionally well, supported by robust demand for its AI-powered advertising platform, expanding profitability, and favorable long-term growth prospects. The company has consistently demonstrated its ability to scale efficiently while strengthening its competitive position across the digital advertising ecosystem. However, much of this optimism appears reflected in the stock's premium valuation, leaving limited room for disappointment if growth moderates or market sentiment weakens. Although the long-term outlook remains compelling, the current risk-reward profile suggests investors should adopt a wait-and-watch approach. APP appears appropriately rated as a Hold while investors monitor future execution and valuation trends.
APP carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.
Super Micro Computer je za měsíc níž o 36 % a obchoduje se kolem 26 USD, zatímco trh zpochybňuje kvalitu jeho ziskovosti z AI serverů. Tržby za 3. čtvrtletí sice meziročně vzrostly o 123 %, ale marže zůstává jen 11 %.
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record pace.
For contrast, Hewlett Packard Enterprise (NYSE:HPE) stock is down 11% over the same stretch, while Dell Technologies (NYSE:DELL) stock has actually gained 7%. That three-way divergence has opened up a striking valuation gap and revived the debate over whether Super Micro Computer stock is a bargain or a classic value trap.
The core question for investors: does a P/E ratio near 14x reflect genuine mispricing, or the market’s growing skepticism about the durability of Super Micro Computer’s AI-server earnings?
What’s Behind the Selloff The pressure intensified after Super Micro Computer reported its Q3 FY2026 results on May 5. Non-GAAP EPS of $0.84 beat estimates, but revenue of $10.24 billion came in missing expectations, and the company noted results were preliminary and unaudited pending a board review.
Retail sentiment turned sharply negative in June. A WallStreetBets thread titled “SMCI dropped 28% today” drew over 2,242 upvotes, and Reddit sentiment scores for Super Micro Computer stayed in bearish territory through the balance of the month.
The pattern in the sentiment data was notable. Even as Super Micro Computer shares kept falling, dip-buying chatter never materialized, suggesting retail investors were treating the decline as risk-off rather than opportunity.
Peers Tell a Different Story Dell Technologies stock has surged 237% year to date, powered by $16.13 billion in AI-optimized server revenue last quarter and a $24.4 billion AI order backlog. Dell Technologies stock trades at a P/E ratio of 34x, a premium the market has been willing to pay for scale and execution.
Hewlett Packard Enterprise stock is up 83% year to date on the strength of the Juniper integration, with server revenue climbing 33% last quarter. Hewlett Packard Enterprise stock now trades at a P/E ratio of 41x, the richest multiple in the group.
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Super Micro Computer stock, by contrast, is down 9% year to date despite comparable exposure to the same AI capex wave. The valuation spread against Dell Technologies and Hewlett Packard Enterprise is now wide enough to force a decision.
Value Prospect or Value Trap? The bull case for Super Micro Computer is straightforward. Shares have already absorbed a heavy round of bad news, the P/E ratio sits well below peers, and Q3 FY2026 revenue still grew 123% year over year. CEO Charles Liang asserted that “Supermicro’s transformation into a total datacenter infrastructure provider is accelerating,” pointing to margin recovery and new U.S. manufacturing capacity in Silicon Valley.
The bear case is equally credible. Super Micro Computer’s gross margin sits at 11%, thin for a hardware maker, and AI servers are commoditizing as Dell Technologies and Hewlett Packard Enterprise press their scale advantages. A cheap multiple can stay cheap for a long time if the market questions earnings quality, and Super Micro Computer stock carries a beta of 1.94, meaning volatility cuts both ways.
Investors considering a contrarian entry should consider keeping their position sizes modest given the swings in Super Micro Computer stock and the concentrated risks in its customer base and margin profile.
What to Watch Next The setup is genuinely mixed. Super Micro Computer offers the cheapest exposure in the group to AI infrastructure spending, but the discount exists for reasons the market has been pricing in over months. Whether that gap closes depends largely on execution.
The next catalysts are Super Micro Computer’s Q4 FY2026 results and any update on the board’s independent review. Investors can watch for whether SMCI shares hold recent lows at $26 into the next earnings report, and whether guidance in the $11.0 billion to $12.5 billion range can be defended without further margin compression.
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FormFactor těží z prudkého růstu poptávky po AI infrastruktuře, hlavně po HBM, GPU a síťových čipech. Firma čeká další rekordní čtvrtletí u DRAM probe cards.
Key Takeaways FormFactor is gaining from AI demand for probe cards, HBM testing, GPUs, ASICs and networking chips.Record DRAM probe card revenues were driven by HBM demand, with another record quarter expected.CPO adoption, Triton systems and Keystone Photonics are expected to support long-term FORM growth. FormFactor (FORM - Free Report) is benefiting from the rapid expansion of AI infrastructure, leveraging its leadership in semiconductor probe cards and wafer-level testing technologies. As hyperscalers and chipmakers invest heavily in AI servers, the demand for high-bandwidth memory (HBM), GPUs, networking chips and custom AI accelerators continues to rise, significantly increasing the need for advanced semiconductor testing solutions.
The company is positioned at the intersection of high-performance computing (HPC) and advanced packaging, two of the fastest-growing segments of the semiconductor industry. FormFactor highlighted record revenues from DRAM probe cards, driven by strong HBM demand, while networking applications also delivered robust growth. FormFactor expects another record quarter for DRAM probe cards as customers accelerate the transition from HBM3 to HBM4 and eventually HBM5. The company's proprietary SmartMatrix technology enables simultaneous testing of hundreds of HBM stacks at HBM4 speeds, giving it a competitive advantage as AI memory complexity increases.
AI infrastructure demand is also expanding opportunities beyond memory. FormFactor is seeing increasing demand for probe cards used in networking processors, data center CPUs, GPUs and custom ASICs. Management noted that networking growth helped a leading high-performance computing customer become a 10% customer for the first time, while GPU production qualification is nearing completion, with volume shipments expected in the second half of 2026. The company is also deepening engagements with hyperscalers developing custom AI chips.
FormFactor is also benefiting from the emergence of co-packaged optics (CPO), an important AI networking technology. The company raised its 2026 CPO revenue outlook toward the high end of the previously guided $10-$20 million range, citing faster production ramps and growing demand for Triton production-test systems developed with Advantest and Tokyo Electron. Through its Triton production-test platform and Keystone Photonics acquisition, FORM expects accelerating CPO adoption to become another long-term growth driver. At its Investor Day, FORM management projected that strong demand across HBM, GPUs, networking, custom ASICs and CPO would help double revenue by 2030 while supporting continued market share gains in AI infrastructure.
FORM Faces Tough CompetitionFormFactor is facing significant competition from the likes of Teradyne (TER - Free Report) and Cohu (COHU - Free Report) .
Teradyne’s leadership in automated test equipment (ATE) is a key catalyst. As AI chip production accelerates, Teradyne’s UltraFLEX and UltraFLEXplus platforms are widely used to test high-performance GPUs, AI accelerators, networking processors and advanced data center semiconductors from leading chipmakers. The company continues to benefit from rising test complexity as larger AI processors require more sophisticated and longer testing cycles. Teradyne’s strong relationships with major semiconductor manufacturers and a broad installed base make it a key player in AI semiconductor manufacturing.
Cohu’s offering of semiconductor test handlers, contactors, interface products and inspection solutions that support the production of AI processors, networking chips and high-performance computing devices has been a major driver. The company has been expanding its capabilities in advanced packaging and high-performance test applications, enabling customers to improve throughput, automation and yield as AI semiconductor complexity continues to increase. Cohu's broad portfolio allows it to participate across multiple stages of semiconductor testing, particularly in high-volume manufacturing environments.
FORM’s Share Price Performance, Valuation & EstimatesShares of FormFactor have appreciated 97.3% year to date, outperforming the broader Zacks Computer and Technology sector’s rise of 16.6%.
FORM Stock’s Price Performance
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The FORM stock is trading at a premium, with a forward 12-month price/earnings of 47.26X compared with the broader sector’s 24.98X. FormFactor has a Value Score of F.
FORM’s Valuation
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The Zacks Consensus Estimate for FORM’s 2026 earnings is currently pegged at $2.40 per share, unchanged over the past 30 days, suggesting 84.6% growth from 2025’s reported figure.
FormFactor currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Chewy uvádí, že růst opakovaných tržeb táhne vyšší počet aktivních zákazníků i vyšší útrata na zákazníka. Kliniky Chewy Vet Care přivádějí nové klienty a posilují loajalitu v ekosystému Autoship.
Key Takeaways Chewy's recurring revenues are supported by customer growth and higher spending per active customer.CHWY's Vet Care clinics attract new customers and help increase spending from existing customers.CHWY's Autoship ecosystem and value proposition continue to support loyalty and market share gains. Chewy, Inc. (CHWY - Free Report) highlighted the continued strength of its recurring revenue base, supported by a balanced contribution from both active customer growth and the Net Sales Per Active Customer (NSPAC) expansion. Management believes that the pet category remains resilient, supported by recurring non-discretionary spending and strong emotional attachment between pet owners and their pets. Despite a more challenging operating environment, the company continues to gain market share steadily within the category.
The company views Chewy Health and Chewy Vet Care to be among its most significant long-term growth opportunities. Chewy Vet Care clinics continue to deliver strong stand-alone economics while supporting customer acquisition and retention across the broader Chewy ecosystem. Around 40% of clinic customers are new to Chewy and generate approximately $900 in first-year NSPAC. In addition, existing Chewy customers who visit Chewy Vet Care increase their share of wallet at a meaningfully faster rate after their initial clinic visit.
Chewy’s value proposition continues to differentiate it through industry-leading convenience, competitive pricing, trusted service, a broad product assortment and its recurring Autoship ecosystem. Management noted that these strengths become even more relevant during periods when consumers prioritize value, reliability and trusted relationships. The company believes this combination reinforces customer loyalty, supports sustained demand and strengthens its competitive positioning within the pet category.
Overall, Chewy’s integrated ecosystem continues to strengthen its competitive position by deepening customer relationships and increasing customer lifetime value. Consistent execution of this strategy should support durable market share gains and sustainable long-term profitable growth.
Zacks Rundown for CHWYCHWY shares have lost 32.3% in the past six months compared with the industry’s 7.6% decline. The company carries a Zacks Rank #5 (Strong Sell) at present.
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From a valuation standpoint, CHWY trades at a forward price-to-earnings ratio of 22.77, higher than the industry’s average of 21.38.
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The Zacks Consensus Estimate for earnings for the current and next fiscal year indicates year-over-year growth of 20.5% and 21.7%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Central Garden & Pet Company (CENT - Free Report) produces and distributes various products for the lawn and garden, and pet supplies markets in the United States. It currently carries 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 CENT’s current financial-year sales implies a decline of 5.7%, and the same for earnings implies growth of 5.9% from the year-ago reported numbers. CENT delivered a trailing four-quarter earnings surprise of 45.4%, on average.
Phibro Animal Health Corporation (PAHC - Free Report) operates as an animal health and mineral nutrition company in the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific. PAHC presently carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for PAHC's current fiscal-year sales and earnings implies growth of 14.8% and 47.4%, respectively, from the year-ago actuals. PAHC delivered a trailing four-quarter earnings surprise of 16.3%, on average.
Trupanion, Inc. (TRUP - Free Report) together with its subsidiaries, provides medical insurance for cats and dogs on a subscription basis in the United States, Canada, Continental Europe, and Australia. It currently holds a Zacks Rank #2.
The Zacks Consensus Estimate for TRUP’s current financial-year sales and earnings indicates 9.4% and 20% growth from the last year, respectively. TRUP reported a trailing four-quarter average earnings surprise of 250%.
DigitalOcean čeká ve 2. čtvrtletí meziroční růst tržeb o 29 %, zatímco upravená EBITDA marže i non-GAAP zisk na akcii míří na horní hranici výhledu. Akcie DOCN byly v úterý výše o 7,85 %.
DigitalOcean Holdings shares are climbing with conviction. What’s behind DOCN gains? Revenue Outlook Raises Questions About the Sustainability of Recent GrowthThe headline figure is a 29% year-over-year revenue increase expected for the second-quarter period, a dramatic step up from the 14% expansion the business delivered in the second quarter of 2025. Alongside the top-line beat the company said profitability metrics are also tracking ahead of plan with adjusted EBITDA margin and non-GAAP net income per share both on pace to finish at or beyond the upper boundary of guidance issued earlier this year.
DigitalOcean’s AI Customer Momentum Is AcceleratingCEO Paddy Srinivasan said customers are gravitating toward the platform because of its purpose-built architecture for inference and agentic applications and the cost advantages it offers over providers that simply rent out GPU hardware without the surrounding software layer.
DigitalOcean Expands Data Center Capacity to Meet DemandOn the infrastructure side the company locked in an additional 20 megawatts of data center space scheduled to become operational across late 2027 and early 2028 lifting its total secured capacity to around 155 megawatts. Management said conversations about securing further capacity beyond that are ongoing.
The stronger business trajectory is also expected to push the company’s full year revenue exit rate above what it had previously projected with specifics to be shared when formal quarterly results are released.
DOCN Shares Are JumpingDOCN Price Action: DigitalOcean shares were up 7.85% at $141.69 at the time of publication on Tuesday, according to Benzinga Pro.
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