Track market-moving stories before they get noisy

Moderna's (MRNA +2.57%) share price has more than doubled this year as the market has grown increasingly optimistic about the company's pipeline and encouraging regulatory progress for its flu vaccine. But after such a sharp rally, it's fair to ask whether there's still an opportunity here to make some money.

What comes next for Moderna? The investment case for Moderna isn't just about COVID-19 vaccines anymore. It's about what comes next.

Today, the company has three commercial products, multiple late-stage vaccine programs, and an expanding pipeline that stretches well beyond infectious diseases. Moderna is developing personalized cancer vaccines in partnership with Merck and pursuing therapies for rare genetic disorders.

Image source: Getty Images.

The company is now preparing for multiple product launches in 2027 and 2028, including seasonal flu, a flu/COVID-19 combination vaccine, and a norovirus vaccine. That's a dramatically different company than the one investors knew during the pandemic, when nearly all of its revenue came from a single COVID-19 vaccine. If even a handful of these late-stage programs reach the market, Moderna could become a much more diversified biotechnology company with multiple sources of recurring revenue. And the financial picture is improving, too.

Possible breakeven by 2028 During the first quarter of 2026, Moderna generated $389 million in revenue, up from $108 million a year earlier. Although the company still posted a net loss, it finished the quarter with approximately $7.5 billion in cash and investments, providing it with ample resources to continue funding its research pipeline. Management also continues targeting up to 10% revenue growth in 2026 while working toward cash breakeven by 2028.

The biggest near-term catalyst may be the company's flu vaccine. An FDA advisory committee recently voted 9-0 to recommend approval for Moderna's seasonal influenza vaccine for adults 50 and older. While the FDA isn't required to follow the panel's recommendation, it often does, with a final decision expected in early August. Of course, that doesn't mean the stock is without risk.

Today's Change

(

2.57

%) $

2.05

Current Price

$

81.81

High expectations for Moderna Much of Moderna's recent rally reflects higher expectations, and several important clinical readouts (including late-stage melanoma data) are still ahead. Any disappointing results could quickly change investor sentiment. But it's still hard to justify passing on the stock, even after its latest run.

You see, Moderna is no longer just a play on COVID-19. It's actually becoming a highly successful, diversified biotechnology company with multiple opportunities to create value over the next several years. After such a strong run, don't expect the shares to move in a straight line. But if you're thinking long-term, Moderna still offers considerable upside.

Micron Technology (MU +1.18%) has been a great stock to own for the first half of 2026. It has risen around 240%, easily ranking it among the best-performing stocks in the market. After a run-up like that, before taking a position in the stock, investors must ask themselves what catalyst will sustain the stock's incredible momentum.

Well, Micron's management team delivered that news to shareholders a few weeks ago during its earnings announcement, and it could easily propel Micron to new heights.

Image source: The Motley Fool.

The memory chip crunch isn't going to wane anytime soon Micron makes memory chips, which are vital for nearly all computing devices. It makes both NAND and DRAM memory, which have different use cases. Both are heavily used in data centers, and Micron and its peers in the memory chip industry weren't ready for the surge in demand. As a result of spiking demand and limited supply, prices have risen. Consumers have felt this with rising PC prices and potentially rising phone prices. While consumers may be feeling the squeeze, Micron isn't, as it's a major beneficiary.

Today's Change

(

1.18

%) $

11.47

Current Price

$

986.88

Its revenue has soared alongside chip prices. In the second quarter of Micron's fiscal year 2026 (ending Feb. 26), Micron generated $23.9 billion in revenue and gave a bold projection that its Q3 revenue would be around $33.5 billion. For Q3 (ending May 28), Micron blew well beyond that projection, delivering $41.5 billion in revenue. For Q4, Micron dropped the bombshell that it expects a whopping $50 billion in revenue. That's a major spike in just a handful of quarters, and it's the driving force behind Micron's rise.

But here's the thing: Micron's stock still isn't all that expensive.

MU PE Ratio (Forward) data by YCharts

At 14 times forward earnings, Micron still trades at a discount to its peers because the market worries that memory demand will drop in the near future and that all of its gains will go with it. While that's a valid concern, Micron's management informed investors that it expects a "tight" memory market through at least 2027. As for now, the memory chip crunch remains active, and Micron will thrive in it.

Despite its massive gains already, I think investors are OK taking a position in the stock right now, as long as they can monitor the AI situation closely to see whether memory chip supply remains tight. If it is, Micron is an excellent stock to buy and hold. If there are signs of relief, then it's time to get out.

Plugs GenEco™ PEM electrolyzers to power Australia's largest renewable hydrogen project and first Hydrogen Headstart recipient to reach FIDProject supports Orica’s decarbonization efforts by producing renewable hydrogen to displace natural gas in making ammonia, underscoring Plug's expanding footprint in Australia and the Asia-Pacific regionPlug's electrolyzers to power facility expected to produce approximately 4,700 tonnes of renewable hydrogen per year
SLINGERLANDS, N.Y., July 07, 2026 (GLOBE NEWSWIRE) --  Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions for the hydrogen economy, today announced that the 50-megawatt (MW) Hunter Valley Hydrogen Hub (HVHH) project in Newcastle, New South Wales, Australia, has reached final investment decision (FID), moving the project into execution and advancing the delivery of Plug's GenEco Proton Exchange Membrane (PEM) electrolyzers. The Hunter Valley Hydrogen Hub is being developed by Orica, a global leader in mining and infrastructure solutions operating across more than 100 countries.

Located adjacent to Orica's existing ammonia manufacturing facility on Kooragang Island, the Hunter Valley project will use renewable electricity to produce renewable hydrogen via electrolysis, progressively replacing natural gas in the company’s production of low-carbon ammonia and ammonium nitrate. These are essential products for Australia's mining, agriculture, and industrial sectors. The HVHH is the largest green hydrogen project in Australia to reach FID, and the first among the recipients of Australia's Hydrogen Headstart program, which awarded AU$432 million in production credits to support the project through the Australian Renewable Energy Agency (ARENA).

At full capacity, the facility is expected to produce approximately 4,700 tonnes of renewable hydrogen per year, displacing around 7.5 percent of Orica's natural gas consumption at Kooragang Island, the equivalent of removing approximately 26,500 cars from Australian roads annually.

"Reaching FID on the Hunter Valley Hydrogen Hub is a significant milestone for Orica, for Australia's hydrogen industry, and for Plug," said José Luis Crespo, CEO of Plug. "Being selected as the electrolyzer OEM for the country's largest renewable hydrogen project to reach FID, and the first Hydrogen Headstart project to move into the execution phase, reflects the confidence our customers place in Plug’s technology and our ability to deliver at scale. Australia is a key part of our global growth story, and this project reinforces our expanding presence across the Asia-Pacific region."

“This Final Investment Decision is a significant milestone in bringing the Hunter Valley Hydrogen Hub to life. It demonstrates Orica’s commitment to maintaining the competitiveness of both our manufacturing operations and the Hunter Valley, while strengthening Australia’s sovereign manufacturing capability. Importantly, it supports the reliable, lower-carbon supply of critical inputs to industries such as mining and agriculture," said Germán Morales, Orica Group President - AusPac and Sustainability. "We selected Plug as our electrolyzer OEM because of its proven track record in delivering large-scale PEM systems and their ability to support a project of this complexity and ambition. We look forward to bringing this facility online and supplying low-carbon ammonia to the mining, agriculture, and industrial customers who depend on us."

Plug's selection for the HVHH reflects the company's deep footprint in the Australian hydrogen market and its growing global project pipeline. Plug has significant activations in Australia, having previously supported electrolyzer projects across the country, including an electrolyzer in Townsville that has already started production, and an electrolyzer in Chinchilla, Queensland.

With more than 320 MW of GenEco electrolyzer systems deployed across six continents, Plug continues to leverage its growing installed base to optimize system performance, streamline commissioning timelines, and deliver proven, reliable hydrogen solutions at scale. The HVHH project adds to Plug's growing portfolio of landmark hydrogen projects, including the 100 MW Galp project in Portugal, one of Europe's largest electrolyzer installations, as the company's global pipeline continues to advance from development into execution.

Hear a message from Plug CEO Jose Luis Crespo on today’s announcement: https://www.plugpower.com/a-message-from-our-ceo-on-the-orica-announcement/

About Orica
Orica is one of the world’s leading mining and infrastructure solutions providers. From the production and supply of explosives, blasting systems, mining chemicals and geotechnical monitoring to our cutting-edge digital solutions and comprehensive range of services, we sustainably mobilise the earth’s resources.

Operating for 150 years, today our 14,000+ global workforce supports customers across surface and underground mines, quarry, construction, and oil and gas operations.

Sustainability is integral to our operations. We have set an ambition to achieve net zero emissions by 2050 and are committed to playing our part in achieving the goals of the Paris Agreement. 

Find out more about Orica: www.orica.com.

About Plug Power
Plug is building the global hydrogen economy with a fully integrated ecosystem spanning production, storage, delivery, and power generation. A first mover in the industry, Plug provides electrolyzers, liquid hydrogen, fuel cell systems, storage tanks, and fueling infrastructure to industries such as material handling, industrial applications, and energy producers, advancing energy independence and decarbonization at scale.

With electrolyzers deployed across six continents, Plug leads in hydrogen production, delivering large-scale projects that redefine industrial power. The company has deployed over 74,000 fuel cell systems and 280+ fueling stations, and is the largest user of liquid hydrogen. Plug is rapidly expanding its generation network to ensure reliable, domestically produced supply, with hydrogen plants currently operational in Georgia, Tennessee, and Louisiana, capable of producing 40 tons per day.

With employees and state-of-the-art manufacturing facilities across the globe, Plug powers global leaders like Walmart, Amazon, Home Depot, BMW, and BP.

For more information, visit www.plugpower.com.

Safe Harbor
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, without limitation, statements regarding the facility’s expected production of approximately 4,700 tonnes of renewable hydrogen per year; Plug’s expansion across the Asia-Pacific Region; Plug’s involvement in the Australian hydrogen market; Projects in Plug’s global project pipeline advancing from development into execution stage. These forward-looking statements are based on management’s current expectations and assumptions and are subject to a number of risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. These forward-looking statements are based on current expectations and are subject to risks, uncertainties, and assumptions, including but not limited to: Plug’s expectations regarding future opportunities deploying electrolyzers; Plug’s ability to deploy complex hydrogen systems, optimize system performance, streamline commissioning timelines, and deliver proven, reliable hydrogen solutions at scale; Plug’s ability to meet market needs with reliable and scalable execution; competition in the electrolyzer supply market; technological challenges; regulatory and policy changes; market acceptance of hydrogen solutions; Plug’s ability to achieve profitability and manage liquidity; supply chain disruptions; and general economic and market conditions. Additional risks are described in Plug’s filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. Plug undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this release, except as required by law.

MEDIA CONTACT
Teal Hoyos
[email protected]

MIAMI, July 07, 2026 (GLOBE NEWSWIRE) -- Wrap Technologies, Inc. (Nasdaq: WRAP) (“Wrap” or, the “Company”), a global public safety technology company, today launched WrapShield, an autonomous defense and public safety platform designed to detect threats earlier, orchestrate the response, and act with proportionate, mission-appropriate action; built on the conviction that this decade’s defining threats, from the battlefield to the homeland, will be solved not by better individual devices but by an intelligent operating layer connecting detection to response.

WrapShield represents the next evolution of WRAP – from a company recognized for innovative non-lethal tools to a platform company connecting advanced sensing, artificial intelligence, command-and-control, and response technologies into a unified operating architecture for public safety, homeland security, defense, and critical infrastructure.

To stand up the platform’s detection layer, WRAP announced a strategic investment in Frenel Imaging Ltd. (“Frenel”), an Israeli advanced-sensing company, together with an exclusive U.S. and NATO license to Frenel’s proprietary TPiCore® thermal-polarimetric imaging. Frenel is expected to be the first of many planned investments into WrapShield. WRAP believes it identified the market’s blind spot early and secured access before the U.S. market fully understood this newly validated operational technology. Already in operational use in Israel, Frenel’s technology brings WRAP access to a sensing capability that the Company believes is relevant to U.S. defense and public safety markets.

WrapShield is an autonomous defense and public safety platform intended to serve as an operating layer that connects detection, decision, and response across complex operational environments. WrapShield is designed to enable government agencies to integrate existing and future sensors, AI capabilities, and response technologies into a unified operational ecosystem.

Detect: Advanced multi-modal sensing beginning with Frenel's TPiCore® thermal-polarimetric imaging and AI edge processing, with an architecture designed to incorporate additional sensing technologies over time.Orchestrate: AI-assisted, human-supervised threat detection, classification, and decision support that fuses sensor data, assesses threats, and recommends proportionate courses of action while interoperating with government and third-party command-and-control systems.Respond: A response layer capable of integrating WRAP's own technologies as well as third-party and government response capabilities – kinetic or non-kinetic, lethal or non-lethal, autonomous or human-directed – based on mission requirements, rules of engagement, and customer preferences. The initial application is counter-UAS, with an architecture designed to expand across defense, public safety, critical infrastructure, border security, and other autonomous security missions. The platform’s advantage begins with physics. Conventional thermal cameras generally read one dimension of infrared data – intensity; TPiCore® is designed to read a additional data layers, capturing the polarization of thermal radiation at the pixel level to support reconstruction for each object’s physical characteristics and material composition. The Company believes this polarimetric fingerprint cannot be spoofed, jammed, or turned off, and requires no RF signal to detect. Frenel’s technology implements real-time processing on edge hardware across drone, ground, fixed-site, naval, and handheld configurations.

“We believe the polarimetric fingerprint of an object is as immutable as its molecular composition — it cannot be spoofed, jammed, or turned off. WRAP is the right partner to scale this capability across the U.S. and NATO” said Sagi Zur Arie, Founder & Chief Technology Officer, Frenel

For two decades these were nation-state problems – engineered abroad, fought on foreign battlefields, and countered almost exclusively by the U.S. military. We believe that era is over: the same autonomous, RF-silent systems now cross the U.S. border, loiter over domestic airspace, and probe critical infrastructure at home – and defending against them is no longer the military’s job alone: homeland security, critical infrastructure, and public safety must all be able to detect, orchestrate, and respond. The most dangerous of these systems may carry no radio link, rendering them invisible to the RF-based detection the counter-UAS market is built on. WrapShield is designed to help address that blind spot.

"WrapShield represents our long-term vision for the future of defense and public safety," said Scot Cohen, Chief Executive Officer of WRAP. "We're beginning with one of the most urgent operational challenges facing the world today – countering the rapidly growing threat posed by unmanned aircraft systems. As asymmetric threats become more accessible to lone actors and sophisticated adversaries alike, our customers need platform-level solutions that match the speed, scale, and economics of the threat. WrapShield is our answer: an autonomous platform that is designed to enable earlier detection, AI-assisted decision support, and integration with the response technologies our customers trust. Frenel's advanced thermal polarimetric sensing technology is the first building block in what we believe will become a foundational platform for the next generation of defense and public safety."

A Sensing Capability Applicable Across Emerging Security and Autonomous Markets

Thermal polarimetric sensing is the next level of Visual Actionable Intelligence with applicability extending well beyond traditional public safety environments. Illustrative markets and applications include:

Defense Intelligence, Surveillance, and Reconnaissance (ISR)Counter-Unmanned Aircraft Systems (Counter-UAS)Autonomous Ground, Maritime, and Aerial VehiclesMaritime Domain AwarenessPersistent Surveillance MissionsAI-Enabled Perception SystemsRobotics and Autonomous PlatformsMilitary and Allied Defense ApplicationsBorder SecurityCritical Infrastructure ProtectionIndustrial MonitoringAdvanced Remote Sensing ArchitecturesAirborne and Persistent Observation Missions Because thermal polarimetric sensing measures characteristics inherent to physical materials rather than solely thermal intensity, management believes it is positioned as the underlying technology that will support future applications ranging from ground-based security operations to airborne remote sensing architectures, persistent observation missions, and intelligent autonomous systems where advanced material discrimination, anomaly detection, and situational awareness are increasingly important.

About Frenel Imaging Ltd.

Frenel Imaging Ltd. specializes in polarimetric thermal imaging for defense, security, and precision-sensing applications. Its Division of Focal Plane (DoFP) architecture delivers simultaneous polarimetric and thermal data at the pixel level, processed in real time on deployable edge hardware. Frenel is a 2024 SPIE Prism Award recipient and NVIDIA Inception Program member. www.frenel.ai

About Wrap Technologies, Inc. 
Wrap Technologies, Inc. (Nasdaq: WRAP) a global leader in innovative public safety technologies and non-lethal tools, delivering cutting-edge technology with exceptional people to address the complex, modern day challenges facing public safety organizations. 

WRAP’s complete public safety portfolio includes the non-lethal BolaWrap® 150 device, Wrap Reality® immersive training platform, WrapVision™ body-worn camera system, WrapTactics™ training programs, and next-generation C-UAS solutions like the 1KC Kinetic Anti-Drone Cassette, all of which supports the Company's mission to provide safer, scalable, and cost-effective technologies for public safety, defense, and critical infrastructure markets.  

With a growing demand for non-lethal tools and techniques to create time, distance and tactical advantage in non-criminal calls, Wrap's BolaWrap® 150 incorporates a multi-sensory distraction of sight and sound as a first response, followed by a non-lethal restraint if further escalation is required. This approach reduces the risk of injury to officers, subjects, and the community.   

Wrap's BolaWrap® 150 solution is intended to provide law enforcement with a safer choice for nearly every phase of a critical incident. This innovative, patented device deploys a multi-sensory, cognitive disruption to expand the pre-escalation period and gives officers the advantage and critical time to manage non-compliant subjects before resorting to higher-force options. The BolaWrap® 150 is not pain-based compliance. It does not shoot, strike, shock, or incapacitate, instead, it helps officers strategically operate pre-escalation on the force continuum, reducing the risk of injury to both officers and subjects. Used by over 1,000 agencies across the U.S. and in 60 countries, BolaWrap® is backed by training certified by the International Association of Directors of Law Enforcement Standards and Training (IADLEST), reinforcing Wrap's commitment to public safety through cutting-edge technology and expert training. 

WrapReality™ VR is a fully immersive training simulator to enhance decision-making under stress. 
As a comprehensive public safety training platform, it provides first responders with realistic, interactive scenarios that reflect the evolving challenges of modern law enforcement. By offering a growing library of real-world situations,

WrapReality™ is intended to equip officers with the skills and confidence to navigate high stakes encounters effectively, which we believe leads to safer outcomes for both responders and the communities they serve. 

WrapVision is an all-new body-worn camera and evidence management system built for efficiency. 
Designed for efficiency, security, and transparency to meet the rigorous demands of modern law enforcement, WrapVision captures, stores, and helps manage digital evidence, ensuring operational security, regulatory compliance, and enhanced video picture quality and field of view. 

The WrapVision camera, powered by IONODES, boasts streamlined cloud integration and final North American assembly, with a critical made-in-America roadmap projected for early 2026. This track helps ensure data integrity and helps eliminate critical concerns over unauthorized access or foreign surveillance risks. 

Trademark Information 
WRAP, the Wrap logo, BolaWrap®, Non-Lethal Response™, WrapReality™, Wrap Training Academy, and Non-Lethal Response™ are trademarks of WRAP Technologies, Inc., some of which are registered in the U.S. and abroad. All other trade names used herein are either trademarks or registered trademarks of the respective holders. 

Cautionary Note on Forward-Looking Statements - Safe Harbor Statement 
This release contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Words such as "expect," "anticipate," "should", "believe", "target", "project", "goals", "estimate", "potential", "predict", "may", "will", "could", "intend", and variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements. Forward-looking statements include, but are not limited to, statements relating to the Company’s strategic investment in Frenel; the expected benefits, effects, limitations, and implications of TPiCore® thermal-polarimetric imaging and WrapShield; expected commercialization, integration, deployment, market adoption, and expansion of WrapShield; the Company’s ability to develop, integrate, manufacture, sell, and support current and future products and technologies; the intended performance, benefits, and safety outcomes of the Company’s products and training solutions; expected market opportunities; and the Company's planned future products, technologies, integrations, product designs, and related benefits. The Company's actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to: the Company's ability to maintain compliance with the Nasdaq Capital Market's listing standards; the Company's ability to successfully implement training programs for the use of its products; the Company's ability to manufacture and produce products for its customers; the Company's ability to develop sales for its products; market acceptance of existing and future products; changes in law enforcement budgets, policies, procurement practices, and use-of-force standards; the availability of funding to continue to finance operations; the complexity, expense, and time associated with sales to law enforcement and government entities; the lengthy evaluation and sales cycle for the Company's product solutions; product defects; litigation risks from alleged product-related injuries; risks of government regulations and changes in regulatory classifications or interpretations; the impact resulting from geopolitical conflicts and any resulting sanctions; the ability to obtain export licenses for countries outside of the United States; the ability to obtain patents and defend intellectual property against competitors; the impact of competitive products and solutions; and the Company's ability to maintain and enhance its brand, as well as other risk factors mentioned in the Company's most recent annual report on Form 10-K, subsequent quarterly reports on Form 10-Q, and other Securities and Exchange Commission filings. These forward-looking statements are made as of the date of this release and were based on current expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management. Except as required by law, the Company undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations.

Investor Relations Contact:
(800) 583-2652
[email protected]
wrap.com 

By Reuters

July 7, 20267:57 AM UTCUpdated 1 hour ago

The blue Ford oval logo is displayed on the new Ford World Headquarters in Dearborn, Michigan, U.S. November 16, 2025. REUTERS/Rebecca Cook/File Photo Purchase Licensing Rights, opens new tab

CompaniesJuly 7 (Reuters) - Ford (F.N), opens new tab is recalling 110,626 Mustang vehicles in the U.S. ​in two separate recalls over ‌malfunctioning windshield wipers and a rear differential pinion shaft that may ​fracture, the U.S. National ​Highway Traffic Safety Administration said ⁠on Tuesday.

Jumpstart your morning with the latest legal news delivered straight to your inbox from The Daily Docket newsletter. Sign up here.

Ford will recall 67,842 ​Mustang and Mustang GTD vehicles ​because in certain cold temperature conditions, the windshield wipers may function only ​at their high-speed setting and ​the washing system may fail to function ‌properly, ⁠NHTSA said.

Separately, Ford is recalling 42,784 Mustang Mach-E vehicles because the rear differential pinion ​shaft may ​fracture, ⁠resulting in loss of drive power or unintended ​movement if the vehicle ​is ⁠parked without the parking brake applied.

Dealers will repair or replace ⁠the ​damaged parts free ​of charge, NHTSA added.

Reporting by Sumedha Mukherjee ​in Bengaluru; Editing by Nivedita Bhattacharjee

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Micron stock NASDAQ:MU has fallen roughly 22% from its record high, sliding to around $985 on Monday after touching an all-time high near $1,255.

The drop looks jarring because the memory-chip maker only recently posted record quarterly results and upbeat guidance.

The selloff has shifted the debate from Micron’s earnings strength to valuation risk, with investors weighing an overheated AI chip trade against a memory market that remains unusually tight.

The latest pullback does not appear to be a Micron-specific blow-up, but part of a broader reset across the AI hardware trade after a blistering rally in memory and storage stocks.

Meta’s reported move to build a third-party AI compute business rattled investors because it was read as a possible sign that some hyperscalers may eventually have excess capacity to sell.

That hit sentiment across chipmakers and AI infrastructure names, not just Micron.

The analyst linked MU’s drop to Meta’s cautious data-centre signals and broader worries about whether the memory boom can sustain its momentum.

The selling also came after a huge run.

Even after the pullback, Micron remains up more than 250% year-to-date. That makes the 22% fall look less like a collapse and more like profit-taking after a powerful AI-driven run.

Hedge-fund positioning may have amplified the move.

As per Goldman Sachs, US hedge funds had sold technology hardware stocks for a fourth straight week ahead of earnings season, reflecting caution after sharp semiconductor gains.

Analysts remain broadly constructive because the fundamentals still look strong.

Micron reported record fiscal third-quarter revenue of $41.5 billion, up from $23.9 billion in the prior quarter and $9.3 billion a year earlier.

Non-GAAP net income came in at $28.9 billion, or $25.11 per diluted share, while operating cash flow reached $25.4 billion.

Bank of America’s Vivek Arya raised his Micron price target to $1,500 from $950 while keeping a Buy rating.

His bullish view reflects the idea that AI infrastructure is shifting from a pure demand story to a physical bottleneck story, where memory, chips and power remain scarce.

Citi’s Atif Malik has also stayed upbeat as the analyst raised his target to $1,200 in June, citing better-than-expected memory pricing, strong data-centre demand and constrained supply.

UBS is even more bullish as analyst Nicolas Gaudois viewed the latest dip as a buying opportunity and kept a $1,625 target, citing persistent memory-industry strength and tight supply.

Still, the buying-window argument is not risk-free.

Michael Burry has reportedly taken a short position against Micron, while questioning whether the stock’s surge reflects AI hype rather than sustainable value.

There is also the classic memory-cycle risk, as today’s shortage can become tomorrow’s glut if rivals add too much capacity.

Samsung Electronics and SK Hynix plan a combined $2.1 trillion in long-term investment, a scale that could eventually pressure pricing if AI demand cools or supply arrives faster than expected.

Samsung Electronics ve druhém čtvrtletí více než zdvojnásobil tržby a vykázal devatenáctinásobný růst zisku, přesto jeho akcie prudce oslabily. Investoři totiž od společností stojících v centru boomu umělé inteligence očekávají stále výraznější překvapení. Analytici přitom upozorňují, že nedostatek paměťových čipů by měl přetrvat minimálně do roku 2027, což Samsungu i jeho konkurentům zajišťuje mimořádně silnou cenovou pozici a rekordní ziskové marže.

Tržby Samsung Electronics se více než zdvojnásobily na 171 bilionů wonů. Zisk ve druhém čtvrtletí narostl 19násobně a převyšuje souhrnný zisk za poslední tři roky. Je to zároveň třetí rekordní fiskální čtvrtletí po sobě. Přesto nezvládl ohromit investory zvyklé na raketová čísla růstu dodavatelů čipů. Akcie proto klesly o více než 10 %, což vedlo k propadu jihokorejského benchmarku Kospi, jenž musel i krátkodobě pozastavit obchodování. Společnost Samsung by měla zveřejnit kompletní finanční výkaz, včetně čistého zisku a rozdělení podle divizí, kolem konce měsíce.

Investoři už do značné míry počítali s vysokými ziskovými maržemi z budování AI infrastruktury po celém světě. „Čísla, ačkoli jsou v absolutním vyjádření mimořádná, nejsou o moc lepší než to, co trh modeloval pro akcie nacházející se v epicentru nejžhavějšího sektoru na celém trhu,“ řekl Adam Crisafulli, zakladatel společnosti Vital Knowledge.

"Velmi příznivé hospodářské výsledky společnosti Samsung se všeobecně očekávaly a trh je do značné míry už zohlednil v ceně akcií, které před jejich zveřejněním posílily," uvedl Albert Yong, řídící partner společnosti Petra Capital Management, která akcie Samsungu vlastní. "Investoři nadále vyjadřují obavy ohledně udržitelnosti rozmachu umělé inteligence a rizika, že velké americké technologické firmy zpomalí výdaje na infrastrukturu pro tuto technologii," dodal.

Analytici očekávají, že nedostatek pamětí potrvá minimálně do roku 2027, což Samsungu a jeho konkurentům SK Hynix a Micron Technology propůjčuje obrovskou cenovou sílu. Prodejní ceny DRAM vzrostly v dubnovém až červnovém čtvrtletí o více než 40 % oproti předchozím třem měsícům, zatímco ceny NAND vzrostly o více než 50 %, uvádí HSBC.

Průměrná provozní zisková marže těchto tří výrobců čipů se v červnovém čtvrtletí pravděpodobně pohybovala kolem 75 % až 80 %, uvádí průzkumná společnost Counterpoint. To může vyvolat obavy z nadměrného zisku ze strany výrobců pamětí a vést k regulačnímu tlaku, pokud situace bude pokračovat, uvádí se ve zprávě.

„Nemyslím si, že trh dostatečně chápe, jak dobrá jsou tato čísla,“ řekl ředitel společnosti Counterpoint Tom Kang. Růst cen pamětí byl ke konci druhého čtvrtletí ještě strmější ve srovnání se začátkem čtvrtletí, řekl. „Boom bude v nadcházejících čtvrtletích rozhodně pokračovat.“

Akcie Samsungu zaostávají za konkurenční SK Hynix, která se více zaměřuje na paměti s vysokou šířkou pásma určené pro výpočetní potřeby umělé inteligence. Letos vzrostl o přibližně 150 % ve srovnání se zhruba 250% ziskem SK Hynix.

Tito dva výrobci čipů hrají klíčovou roli v ambicích Jižní Koreje předběhnout ostatní země a ujmout se vedoucího postavení v oblasti umělé inteligence a jsou pod tlakem, aby zvýšili dodávky pamětí. Obě společnosti plánují postavit dva závody na výrobu čipů na jihozápadě země za celkovou investici 800 bilionů wonů, aby rychle rozšířily svou kapacitu. Korea si klade za cíl do pěti let zdvojnásobit svou výrobní kapacitu pamětí. Samotný Samsung letos plánuje vynaložit více než 70 miliard dolarů na rozšíření výrobní kapacity a výzkum.

Vertex Pharmaceuticals Incorporated (VRTX) M&A Call July 6, 2026 4:30 PM EDT

Company Participants

Susie Lisa - Senior Vice President of Investor Relations
Reshma Kewalramani - CEO, President & Director
Duncan J. McKechnie - Chief Commercial Officer, Head of North America Commercial & Executive VP
Charles Wagner - Executive VP, COO & CFO

Conference Call Participants

Jessica Fye - JPMorgan Chase & Co, Research Division
Salveen Richter - Goldman Sachs Group, Inc., Research Division
Mario Joshua Chazaro Cortes - Evercore ISI Institutional Equities, Research Division
Andy Chen - Wolfe Research, LLC
Jarwei Fang - Citigroup Inc., Research Division
Evan Seigerman - BMO Capital Markets Equity Research
Michael Yee - UBS Investment Bank, Research Division
Nevin Varghese - RBC Capital Markets, Research Division
Philip Nadeau - TD Cowen, Research Division
Tazeen Ahmad - BofA Securities, Research Division
Brian Skorney - Robert W. Baird & Co. Incorporated, Research Division
Jasmine Fels - Barclays Bank PLC, Research Division
Carter Gould - Cantor Fitzgerald & Co., Research Division

Presentation

Operator

Good day, and welcome to the Vertex Pharmaceuticals conference call to announce the acquisition of Crinetics Pharmaceuticals.

[Operator Instructions]

Please note this event is being recorded. I would now like to turn the conference over to Ms. Susie Lisa. Please go ahead.

Susie Lisa
Senior Vice President of Investor Relations

Thanks, Chuck. Good afternoon, everyone, and thank you for joining us on short notice for this exciting announcement. I'm Susie Lisa, and as Senior Vice President of Investor Relations, it's my pleasure to welcome you to this conference call to discuss Vertex's acquisition of Crinetics Pharmaceuticals.

Making prepared remarks on today's call, we have Dr. Reshma Kewalramani, Vertex's CEO and President; Duncan McKechnie, Chief Commercial Officer; and Charlie Wagner, Chief Operating and Financial Officer. We recommend that you access the webcast slides as you listen to this call. The call is being recorded, and a replay will be available on our website. We will make forward-looking statements on

Please see below information about transactions made under the second tranche of the 2026 share buy-back programme for Equinor ASA (OSE:EQNR, NYSE:EQNR, CEUX:EQNRO, TQEX:EQNRO).

Date on which the buy-back tranche was announced: 6 May 2026.

The duration of the buy-back tranche: 19 May to no later than 20 July 2026.

Further information on the tranche can be found in the stock market announcement on its commencement dated 6 May 2026, available here: https://newsweb.oslobors.no/message/672447

From 29 June to 3 July 2026, Equinor ASA has purchased a total of 439,635 own shares at an average price of NOK 313.6694 per share.

Overview of transactions:

DateTrading venueAggregated daily volume (number of shares)Daily weighted average share price (NOK)Total daily transaction value (NOK)     29 JuneOSE100,000311.491531,149,150.00 CEUX    TQEX        30 JuneOSE99,635312.093931,095,475.73 CEUX    TQEX        1 JulyOSE    CEUX    TQEX        2 JulyOSE120,000313.420837,610,496.00 CEUX    TQEX        3 JulyOSE120,000317.041238,044,944.00 CEUX    TQEX        Total for the periodOSE439,635313.6694137,900,065.73 CEUX    TQEX        Previously disclosed buy-backs under the trancheOSE2,314,468339.9067786,703,130.95CEUX   TQEX   Total2,314,468339.9067786,703,130.95     Total buy-backs under the tranche (accumulated)OSE2,754,103335.7185924,603,196.68CEUX   TQEX   Total2,754,103335.7185924,603,196.68 Following completion of the above transactions, Equinor ASA owns a total of 13,259,988 own shares, corresponding to 0.55% of Equinor ASA’s share capital, including shares under Equinor’s share savings programme (excluding shares under Equinor’s share savings programme, Equinor owns a total of 2,754,103 own shares, corresponding to 0.12% of the share capital).

This is information that Equinor ASA is obliged to make public pursuant to the EU Market Abuse Regulation and that is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act.

Appendix: A overview of all transactions made under the buy-back tranche that have been carried out during the above-mentioned time period is attached to this report and available at www.newsweb.no.

Contact details:

Investor relations
Bård Glad Pedersen, senior vice president Investor Relations,
+47 918 01 791

Media
Sissel Rinde, vice president Media Relations,
+47 412 60 584

Detailed overview of transactions

SummaryCompaniesSynopsys informed chipmakers including Samsung, SK Hynix about 'end of life' move, sources saySoftware helps monitor and detect production anomalies during chip productionSynopsys says it is discontinuing select legacy products to focus resources on other higher-value onesSEOUL, July 7 (Reuters) - U.S. chip design giant Synopsys (SNPS.O), opens new tab plans to ​stop offering a suite of manufacturing process control software used by global semiconductor makers, six sources briefed on the matter said, ‌as it seeks to divert resources to higher-margin offerings such as AI design.

Synopsys in April and May informed more than 10 chipmakers including Samsung Electronics, SK Hynix (000660.KS), opens new tab, Kioxia Holdings Corp (285A.T), opens new tab and Qorvo Inc (QRVO.O), opens new tab about the "end of life" move that means Synopsys will not provide future new versions and will only carry out maintenance obligations, two of the sources said.

Make sense of global markets with the Trading Day newsletter. Sign up here.

The ​affected products include the Equipment Engineering System (EES) and Fault Detection and Classification (FDC), a set of automation software that acts as the central nervous ​system of semiconductor fabrication plants to monitor and detect any anomalies before they cascade into costly defects, the two sources ⁠said.

The company has already laid off a few dozen staff, said three of the sources, one of whom added that Synopsys plans to conclude talks ​with each chipmaker on maintenance obligations by July.

Synopsys is discontinuing some legacy manufacturing analytics products to focus resources on the highest-value products, a company spokesperson told ​Reuters in a statement, without naming the products.

The move highlights a changing balance in the semiconductor software industry, where vendors are investing more heavily in AI design technologies while some chipmakers increasingly build manufacturing software in-house.

"While we are discontinuing certain manufacturing analytics products, which are older diagnostic tools not in our customers' critical paths of production, we continue ​to invest in new capabilities in this area of our portfolio and are honoring all existing contractual and support obligations as we take this action,” ​the Synopsys spokesperson said.

The company declined to disclose whether job cuts were involved.

CUSTOMERS LOOK TO DEVELOP IN-HOUSE TOOLSSynopsys began offering the EES product after acquiring semiconductor manufacturing solutions from ‌South Korean ⁠firm BISTel in 2021 for an undisclosed amount.

One of the sources said Synopsys had been wanting to be free of support and maintenance obligations related to IP services and to reallocate engineers to high-margin AI design. Synopsys completed its $35 billion purchase of engineering software firm Ansys, opens new tab in 2025.

That person and a second source said the software's removal risked causing some declines in production yields for chipmakers as the software needed to be constantly maintained, updated and patched.

However, four ​of the other sources said they did ​not expect an impact on ⁠production at major chipmakers.

One of the sources said the decision was also taken partly because enhancing the EES service required chipmakers to share tightly-held manufacturing data. Some clients like Samsung were also developing their own in-house tools, impacting the ​competitiveness of Synopsys' offerings, two sources said.

A Samsung spokesperson confirmed the end-of-life decision and said active discussions were ​underway with Synopsys regarding ⁠the product's sunset. Samsung had established compatible alternatives and there would be "no negative impact on production," the spokesperson said when asked if production yields could decline.

SK Hynix declined to comment. Kioxia and Qorvo did not respond to requests for comment.

Synopsys has for decades been one of the main suppliers of software used in determining ⁠how to ​arrange the tens of billions of transistors that make up chips, which can be 2,000 ​times smaller than the width of a strand of human hair.

In March, Synopsys introduced a technology it said would pave the way toward AI agents taking over many of the tasks in creating ​chips.

Reporting by Cynthia Kim and Hyunjoo Jin in Seoul, Wen-Yee Lee in Taipei and Stephen Nellis in San Francisco; Editing by Brenda Goh and Jamie Freed

Our Standards: The Thomson Reuters Trust Principles., opens new tab

-

ATLANTA & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc. (NYSE:ICE), one of the world’s leading providers of financial market technology and data powering global capital markets, today reported June 2026 trading volume and related revenue statistics, which can be viewed on the company’s investor relations website at https://ir.theice.com/ir-resources/supplemental-information in the Monthly Statistics Tracking spreadsheet.

“For over 25 years, ICE has built and scaled technology that evolves with our customers' needs, combining deep liquidity, global participation, operational resilience and transparent price discovery into a single connected marketplace," said Ben Jackson, President of ICE. “Open interest is up 20% year-over-year across ICE’s markets, highlighting the value of our global, all-weather model which allows customers to navigate complex risk in whatever way they choose, and as precisely as they need. The record performance in ICE’s financial derivatives complex this year underscores the depth of liquidity our platform provides when markets shift materially.”

June highlights include:

Total open interest (OI) up 20% y/y Total Energy OI up 6% y/y Total Natural Gas OI up 8% y/y North American Gas OI up 8% y/y TTF gas OI up 8% y/y Asia gas OI up 44% y/y, including record OI of 252k lots on June 30 Total Agriculture & Metals ADV up 29% y/y; OI up 43% y/y Sugar ADV up 20% y/y; OI up 28% y/y Cocoa ADV up 97% y/y; OI up 73% y/y Coffee ADV up 27% y/y; OI up 22% y/y Cotton ADV up 35% y/y; OI up 109% y/y Total Financials ADV up 27% y/y; OI up 46% y/y, including record OI of 56.8M lots on June 11 Total Interest Rates ADV up 29% y/y; OI up 52% y/y, including record OI of 53.0M lots on June 11 Euribor ADV up 16% y/y; OI up 32% y/y, including record OI of 28.7M lots on June 11 SONIA ADV up 53% y/y; OI up 85% y/y Gilts ADV up 13% y/y; OI up 17% y/y Total Equity Indices ADV up 16% MSCI ADV up 21% y/y NYSE Cash Equities ADV up 32% y/y NYSE Equity Options ADV up 47% y/y Second quarter highlights include:

Asia Gas ADV up 6% y/y Record total Agriculture & Metals ADV up 36% y/y Sugar ADV up 30% y/y Cocoa ADV up 73% y/y Coffee ADV up 16% y/y Record Cotton ADV up 59% y/y Total Financials ADV up 22% y/y Total Interest Rates ADV up 24% y/y Euribor ADV up 12% y/y SONIA ADV up 39% y/y Gilts ADV up 18% y/y Total Equity Indices ADV up 8% y/y MSCI ADV up 19% y/y NYSE Cash Equities ADV up 12% y/y NYSE Equity Options ADV up 44% y/y About Intercontinental Exchange

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds, and operates digital networks that connect people to opportunity. We provide financial technology and data services across major asset classes helping our customers access mission-critical workflow tools that increase transparency and efficiency. ICE’s futures, equity, and options exchanges -- including the New York Stock Exchange -- and clearing houses help people invest, raise capital and manage risk. We offer some of the world’s largest markets to trade and clear energy and environmental products. Our fixed income, data services and execution capabilities provide information, analytics and platforms that help our customers streamline processes and capitalize on opportunities. At ICE Mortgage Technology, we are transforming U.S. housing finance, from initial consumer engagement through loan production, closing, registration and the long-term servicing relationship. Together, ICE transforms, streamlines, and automates industries to connect our customers to opportunity.

Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading “Key Information Documents (KIDS).”

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 -- Statements in this press release regarding ICE's business that are not historical facts are "forward-looking statements" that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE's Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE's Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the SEC on February 5, 2026.

Category: Corporate

SOURCE: Intercontinental Exchange

More News From Intercontinental Exchange

Back to Newsroom

People walk behind a logo of Meta Platforms company, during a conference in Mumbai, India, September 20, 2023. REUTERS/Francis Mascarenhas Purchase Licensing Rights, opens new tab

SummaryCompaniesPenalties were calculated based on state laws in Colorado, California, Kentucky and New JerseyMeta says the number is not supported by evidenceThe company faces thousands of claims over addictive featuresJuly 6 (Reuters) - Meta Platforms (META.O), opens new tab said in a court filing on Monday that four states were seeking $1.4 ​trillion in penalties over accusations the company designed its Facebook and Instagram platforms to addict young users and misled the ‌public about their safety.

Meta put forward the figure in its response to the attorneys general's filings on how penalties should be calculated if the states prevailed at trial.

The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here.

The number, which has not previously been disclosed and is close to Meta’s market capitalization of around $1.5 trillion, comes ahead of an August trial in Oakland, California over ​the claims brought by California, Colorado, Kentucky and New Jersey against the company.

Meta said the amount was unsupported by the evidence.

"A ​sanction of that size has no analog in the history of consumer protection enforcement," the company said in ⁠the filing.

Representatives for the attorneys general did not immediately respond to requests for comment after the filing.

TALLYING DAMAGESThe states' filings are sealed, but ​at a court hearing in June they said they were calculating the penalties by multiplying the number of violations by fine amounts set by state law. The ​number of violations is based on the estimated number of teens and young users affected by Meta's actions, the states said.

Twenty-nine states have sued Meta in federal court, most of them alleging the company violated the federal Children's Online Privacy Protection Act by collecting data from children without proper parental consent. The trial in August ​before U.S. District Judge Yvonne Gonzalez Rogers will address all claims brought under that law, plus the four states’ allegations that the company violated ​their state laws protecting consumers by misleading them about the safety of their platforms.

Meta has denied the allegations, saying the attorneys general have no evidence it ‌misled consumers ⁠about its platforms' alleged addictiveness because "social media addiction" is not an established psychiatric condition, and therefore statements that its platforms were not addictive could not be false.

A further 14 states have brought claims under their own laws, which will be heard at a separate trial in February.

Last month, Rogers rejected Meta’s bid to cancel the trial, saying there remained factual disputes over whether its social media platforms were addictive, whether Meta falsely denied it ​designed them that way, and whether ​it "partially" directed the platforms at ⁠children.

California Attorney General Rob Bonta said after Rogers' ruling that Meta was putting profits ahead of children's safety and breaking consumer protection laws, promising to hold the company "fully accountable" for its role in the teen mental health ​crisis.

Meta, Snapchat and parent Snap Inc. (SNAP.N), opens new tab, YouTube and parent Alphabet Inc. (GOOGL.O), opens new tab, and TikTok and parent ByteDance are ​facing thousands of lawsuits ⁠in both federal and state court over claims they knowingly designed their platforms to have features that addict children and teens, fueling a mental health crisis.

States across the country have sued the companies, some as part of the case before Rogers and others in their home state courts. New Mexico ⁠was the ​first to go to trial, and a jury awarded the state $375 million in March ​after finding the company had misled New Mexico consumers.

A judge in New Mexico is currently weighing the second portion of the state’s case, which seeks additional damages and a court order ​directing the company to make changes to its Instagram, Facebook and WhatsApp platforms.

Reporting by Diana Novak Jones; Editing by Alexia Garamfalvi and Kate Mayberry

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Diana reports on product liability, litigation, mass torts and the plaintiffs' bar. She previously worked at Law360 and the Chicago Sun-Times.

A buzzy Bloomberg report citing Netflix data suggests viewers are increasingly abandoning popular shows before the second season. The likely reasons aren’t hard to guess: Netflix frequently cancels shows, there’s too long a wait in between seasons, and much of Netflix’s content is designed for an algorithm instead of for the sake of art.

But the data also points to a shift in how people are consuming entertainment. Netflix’s defining innovation – the binge — was built for an era when streaming was competing with traditional TV. Today, Netflix is competing with TikTok, YouTube, Reels, and various microdrama apps. That shift makes Netflix’s binge model feel like a dated relic from another era.

Bingeing helped Netflix beat TV When Netflix first dropped an entire season of “House of Cards” in February 2013, it was a revelation.
Ad-free, internet-connected TV meant we could be unshackled from the traditional routine of once-per-week shows punctuated by commercials. Instead, bingeable shows meant viewers could be entertained for hours on end, quickly forming a bond with titles and their characters that would have otherwise taken years to develop. Plus, you could drop in on them at any time — not only the day the network decided to air them, as with linear television.

This way of viewing made sense in a world where Netflix was largely still competing with traditional TV like broadcast, cable, and satellite. But Netflix won that fight. Nielsen in June 2025 announced that the TV era reached a new milestone, when the Netflix-style streaming format for the first time eclipsed broadcast and cable viewing — a milestone that made clear Netflix’s original competition was no longer the threat.

Now Netflix’s competition isn’t the TV of old, but what has become the TV of today: video apps.

TikTok and YouTube are today’s threats Thanks to the rise of TikTok, Reels, and other short-form video platforms, there’s no need for you to visit Netflix when you have a couple of hours to kill with mindless entertainment. There’s an endless, free supply of video you can turn to instead.

According to eMarketer analysts, TikTok was already nearing Netflix in terms of time spent back in 2024, when U.S. adults were spending an average of 62.1 minutes per day streaming from Netflix and 58.4 minutes per day on TikTok. In 2024, the Financial Times reported that, globally, TikTok users spent an average of 95 minutes per day on the app, the highest engagement rate among major social networks.

Image Credits:eMarketer Then there is YouTube, which offers a combination of both short and longer-form content. Per a report released this year by Digital i, YouTube surpassed Netflix in average daily viewing for the first time, with 99.1 minutes daily in 2025 compared with Netflix’s 93.4 minutes.

These market reports use differing methodologies and demographics, so they should be taken with a grain of salt — but directionally, they point the same way. YouTube and apps like TikTok are Netflix’s real competition, not TV.

Netflix has even acknowledged this existential threat by way of a product redesign in April that added a TikTok-like feed based on Netflix content.

Where Netflix gets the feed wrong is that it’s still pitched as a way to help you find something to watch, rather than being the thing you watch. It’s understandable why Netflix went this route, given its library, but it’s not necessarily what the end user wants. Today, many people with dopamine-drained attention spans are instead seeking out microdrama apps in growing numbers when they want a serialized storyline they can consume in minutes.

Image Credits:ReelShort According to data from the app intelligence firm Appfigures, one top microdrama app, ReelShort, saw roughly $1.2 billion in gross consumer spending in 2025, up 119% from 2024, TechCrunch’s Amanda Silberling previously reported. Meanwhile, another leading app, DramaBox, generated $276 million in gross consumer spending last year, more than doubling its 2024 numbers. Even TikTok acknowledged the competition, launching a microdrama app of its own to test the market appetite for this type of content.

Where does Netflix go from here? Where does that leave Netflix, whose claim to fame has been full seasons dropped at once for rapid consumption?

Likely, it will have to rethink how it’s greenlighting, producing, and releasing what it considers a “TV show.”

That doesn’t mean that the Netflix model has to pivot entirely to short-form to keep up with the competition, but it may need to reconsider how people want to stream. Viewers may no longer want to commit the hours and weeks it takes to get through a show and all of its subsequent seasons, for instance. They want something that feels more “finishable,” the way you can easily get through a YouTube video or TikTok series from a creator.

A simple fix could see Netflix try prioritizing single-season shows, traditionally known as miniseries or limited series, allowing people to tune into a completed work without having to worry whether it would end on a cliffhanger and never be renewed.

Netflix could also experiment with breaking up shows into smaller chunks, like the before-its-time Quibi model.

The Jeffrey Katzenberg-backed startup, Quibi, had bet that people would eventually gravitate towards TV content designed to be consumed in shorter sessions. Unfortunately for Quibi, the pandemic hit, and people suddenly had a lot of time to watch TV, leading to its demise.

Many Netflix shows could be easily revamped for shorter viewing sessions, particularly lightweight competition shows like “Nailed It,” “Is It Cake?,” or “Squid Game: The Challenge.” Meanwhile, Netflix could surely produce better microdramas than the ones currently on the market with their awful acting and ridiculous storylines.

To generate interest in its higher-quality content, some Netflix shows could be shifted to the weekly release model. This is something Netflix has already proven works in specific cases. For instance, it drops new episodes of its reality show “Love Is Blind” in weekly dumps, making it great watercooler fodder as everyone is watching the new episodes around the same time. (Faster consumption models could work, too. For instance, Peacock’s “Love Island USA” is the reality hit of the summer, as there’s a new episode almost daily).

But instead of experimenting with different types of short-form content for quick entertainment, combined with slower releases for seasons, or focusing more heavily on miniseries worth watching, Netflix has been dabbling in other areas.

As of late, it’s expanded its lineup with podcasts, which reportedly no one is watching, and live content, which can be hit or miss. In terms of the latter, Netflix investments in live sports have generally done well, but its recent entry into live reality competition shows, “Star Search,” has already been canceled despite a clever real-time voting feature. More work here is still needed.

Bloomberg’s report framed the problem facing Netflix as a failure to create loyal TV viewers who tune into a Season 2, but the underlying issue facing the streamer is much bigger. Netflix may need to rethink whether it still needs to focus on competing with traditional TV and its long-running shows, or whether it should focus on entertainment projects whose storytelling arcs have less filler and wrap up more quickly.

To find the right balance between viewers ditching cable and those who just want something better than TikTok, Netflix is finding itself needing to reinvent TV all over again.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Louisiana-Pacific (LPX - Free Report) closed at $77.61 in the latest trading session, marking a -2.14% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.72%. Elsewhere, the Dow saw an upswing of 0.3%, while the tech-heavy Nasdaq appreciated by 1.12%.

Heading into today, shares of the home construction supplier had gained 12.34% over the past month, outpacing the Construction sector's gain of 0.11% and the S&P 500's loss of 0.9%.

Market participants will be closely following the financial results of Louisiana-Pacific in its upcoming release. It is anticipated that the company will report an EPS of $0.64, marking a 35.35% fall compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $683 million, indicating a 9.54% downward movement from the same quarter last year.

For the full year, the Zacks Consensus Estimates project earnings of $2 per share and a revenue of $2.57 billion, demonstrating changes of -24.53% and -5%, respectively, from the preceding year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Louisiana-Pacific. Recent revisions tend to reflect the latest near-term business trends. 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, 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 remained unchanged. At present, Louisiana-Pacific boasts a Zacks Rank of #4 (Sell).

Valuation is also important, so investors should note that Louisiana-Pacific has a Forward P/E ratio of 39.65 right now. This indicates a premium in contrast to its industry's Forward P/E of 28.84.

Also, we should mention that LPX has a PEG ratio of 1.99. 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. As of the close of trade yesterday, the Building Products - Wood industry held an average PEG ratio of 1.51.

The Building Products - Wood industry is part of the Construction sector. With its current Zacks Industry Rank of 167, this industry ranks in the bottom 33% of all industries, numbering over 250.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow LPX in the coming trading sessions, be sure to utilize Zacks.com.

In the latest close session, Boston Scientific (BSX - Free Report) was down 1.2% at $44.60. The stock trailed the S&P 500, which registered a daily gain of 0.72%. On the other hand, the Dow registered a gain of 0.3%, and the technology-centric Nasdaq increased by 1.12%.

The medical device manufacturer's stock has dropped by 7.02% in the past month, falling short of the Medical sector's gain of 12.48% and the S&P 500's loss of 0.9%.

The investment community will be closely monitoring the performance of Boston Scientific in its forthcoming earnings report. The company is scheduled to release its earnings on July 29, 2026. The company is forecasted to report an EPS of $0.83, showcasing a 10.67% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $5.39 billion, reflecting a 6.54% rise from the equivalent quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $3.36 per share and a revenue of $21.61 billion, signifying shifts of +9.8% and +7.65%, respectively, from the last year.

Any recent changes to analyst estimates for Boston Scientific should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

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. The Zacks Consensus EPS estimate has moved 0.32% lower within the past month. Right now, Boston Scientific possesses a Zacks Rank of #4 (Sell).

In terms of valuation, Boston Scientific is currently trading at a Forward P/E ratio of 13.44. Its industry sports an average Forward P/E of 19.08, so one might conclude that Boston Scientific is trading at a discount comparatively.

We can additionally observe that BSX currently boasts a PEG ratio of 0.86. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Medical - Products industry currently had an average PEG ratio of 1.73 as of yesterday's close.

The Medical - Products industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 170, positioning it in the bottom 31% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within 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.

In the latest trading session, Hasbro (HAS - Free Report) closed at $77.98, marking a -2.71% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.72% for the day. Meanwhile, the Dow experienced a rise of 0.3%, and the technology-dominated Nasdaq saw an increase of 1.12%.

The stock of toy maker has fallen by 4.79% in the past month, lagging the Consumer Discretionary sector's gain of 2.31% and the S&P 500's loss of 0.9%.

Analysts and investors alike will be keeping a close eye on the performance of Hasbro in its upcoming earnings disclosure. The company's earnings report is set to go public on July 21, 2026. The company is forecasted to report an EPS of $1.17, showcasing a 10% downward movement from the corresponding quarter of the prior year. Our most recent consensus estimate is calling for quarterly revenue of $1.04 billion, up 6.13% from the year-ago period.

For the full year, the Zacks Consensus Estimates project earnings of $5.96 per share and a revenue of $4.97 billion, demonstrating changes of +7.58% and +5.74%, respectively, from the preceding year.

Investors should also note any recent changes to analyst estimates for Hasbro. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. 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, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.1% upward. Hasbro is currently sporting a Zacks Rank of #2 (Buy).

In terms of valuation, Hasbro is presently being traded at a Forward P/E ratio of 13.44. This expresses a premium compared to the average Forward P/E of 9.96 of its industry.

Also, we should mention that HAS has a PEG ratio of 1.97. 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. HAS's industry had an average PEG ratio of 1.57 as of yesterday's close.

The Toys - Games - Hobbies industry is part of the Consumer Discretionary sector. With its current Zacks Industry Rank of 198, this industry ranks in the bottom 20% of all industries, numbering over 250.

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.

In the latest close session, Owens Corning (OC - Free Report) was down 2.83% at $146.79. This change lagged the S&P 500's 0.72% gain on the day. Meanwhile, the Dow experienced a rise of 0.3%, and the technology-dominated Nasdaq saw an increase of 1.12%.

The construction materials company's shares have seen an increase of 26.73% over the last month, surpassing the Construction sector's gain of 0.11% and the S&P 500's loss of 0.9%.

The investment community will be paying close attention to the earnings performance of Owens Corning in its upcoming release. In that report, analysts expect Owens Corning to post earnings of $3.02 per share. This would mark a year-over-year decline of 28.27%. Simultaneously, our latest consensus estimate expects the revenue to be $2.67 billion, showing a 2.75% drop compared to the year-ago quarter.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $9.53 per share and a revenue of $9.93 billion, signifying shifts of -20.91% and -1.68%, respectively, from the last year.

Investors should also pay attention to any latest changes in analyst estimates for Owens Corning. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Owens Corning currently has a Zacks Rank of #3 (Hold).

In terms of valuation, Owens Corning is presently being traded at a Forward P/E ratio of 15.86. This expresses a discount compared to the average Forward P/E of 18.63 of its industry.

We can additionally observe that OC currently boasts a PEG ratio of 2.74. 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. As the market closed yesterday, the Building Products - Miscellaneous industry was having an average PEG ratio of 1.58.

The Building Products - Miscellaneous industry is part of the Construction sector. At present, this industry carries a Zacks Industry Rank of 183, placing it within the bottom 26% of over 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.

Toll Brothers (TOL - Free Report) ended the recent trading session at $155.13, demonstrating a -1.28% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.72%. At the same time, the Dow added 0.3%, and the tech-heavy Nasdaq gained 1.12%.

Coming into today, shares of the home builder had gained 13.94% in the past month. In that same time, the Construction sector gained 0.11%, while the S&P 500 lost 0.9%.

The investment community will be closely monitoring the performance of Toll Brothers in its forthcoming earnings report. The company's earnings per share (EPS) are projected to be $2.9, reflecting a 22.25% decrease from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $2.6 billion, indicating a 11.81% decline compared to the corresponding quarter of the prior year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $12.69 per share and a revenue of $10.7 billion, indicating changes of -5.93% and -2.44%, respectively, from the former year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Toll Brothers. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. 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. The Zacks Consensus EPS estimate has moved 0.18% higher within the past month. Currently, Toll Brothers is carrying a Zacks Rank of #3 (Hold).

In terms of valuation, Toll Brothers is presently being traded at a Forward P/E ratio of 12.38. This valuation marks a discount compared to its industry average Forward P/E of 15.51.

We can additionally observe that TOL currently boasts a PEG ratio of 1.3. 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 Building Products - Home Builders industry currently had an average PEG ratio of 2.58 as of yesterday's close.

The Building Products - Home Builders industry is part of the Construction sector. This industry, currently bearing a Zacks Industry Rank of 225, finds itself in the bottom 9% 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.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

In the latest trading session, Walt Disney (DIS - Free Report) closed at $97.41, marking a -2.1% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.72%. At the same time, the Dow added 0.3%, and the tech-heavy Nasdaq gained 1.12%.

The entertainment company's stock has dropped by 0.21% in the past month, falling short of the Consumer Discretionary sector's gain of 2.31% and outpacing the S&P 500's loss of 0.9%.

Investors will be eagerly watching for the performance of Walt Disney in its upcoming earnings disclosure. The company's upcoming EPS is projected at $1.88, signifying a 16.77% increase compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $25.41 billion, indicating a 7.44% upward movement from the same quarter last year.

DIS's full-year Zacks Consensus Estimates are calling for earnings of $6.86 per share and revenue of $101.72 billion. These results would represent year-over-year changes of +15.68% and +7.73%, respectively.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Walt Disney. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. 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, 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 past month, there's been a 0.06% rise in the Zacks Consensus EPS estimate. Right now, Walt Disney possesses a Zacks Rank of #3 (Hold).

From a valuation perspective, Walt Disney is currently exchanging hands at a Forward P/E ratio of 14.52. This indicates a discount in contrast to its industry's Forward P/E of 17.12.

It's also important to note that DIS currently trades at a PEG ratio of 1.25. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Media Conglomerates industry was having an average PEG ratio of 0.65.

The Media Conglomerates industry is part of the Consumer Discretionary sector. This group has a Zacks Industry Rank of 77, putting it in the top 32% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within 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.

Enbridge (ENB - Free Report) closed the most recent trading day at $53.47, moving -1.13% from the previous trading session. This change lagged the S&P 500's daily gain of 0.72%. On the other hand, the Dow registered a gain of 0.3%, and the technology-centric Nasdaq increased by 1.12%.

Heading into today, shares of the oil and natural gas transportation and power transmission company had lost 3.96% over the past month, outpacing the Oils-Energy sector's loss of 7.89% and lagging the S&P 500's loss of 0.9%.

The upcoming earnings release of Enbridge will be of great interest to investors. The company's earnings report is expected on July 31, 2026. In that report, analysts expect Enbridge to post earnings of $0.44 per share. This would mark a year-over-year decline of 6.38%. Meanwhile, the latest consensus estimate predicts the revenue to be $11.03 billion, indicating a 2.59% increase compared to the same quarter of the previous year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.16 per share and a revenue of $50.87 billion, representing changes of 0% and +9.19%, respectively, from the prior year.

Investors should also pay attention to any latest changes in analyst estimates for Enbridge. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

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. Within the past 30 days, our consensus EPS projection has moved 1.95% lower. As of now, Enbridge holds a Zacks Rank of #3 (Hold).

Looking at its valuation, Enbridge is holding a Forward P/E ratio of 25.01. Its industry sports an average Forward P/E of 17.78, so one might conclude that Enbridge is trading at a premium comparatively.

The Oil and Gas - Production and Pipelines industry is part of the Oils-Energy sector. At present, this industry carries a Zacks Industry Rank of 184, placing it within the bottom 26% of over 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.

You can find more information on all of these metrics, and much more, on Zacks.com.

Following a recent announcement from Amazon (AMZN +0.61%), investors learned that the company is investing $1 billion to expand its use of forward deployed engineers (FDEs) to help accelerate enterprise adoption of its artificial intelligence (AI) cloud platform, Amazon Web Services (AWS).

This approach places skilled technical specialists directly within customer environments, moving beyond traditional sales and support models to deliver deeper integration and faster value creation as AI services move into production.

Image source: The Motley Fool.

The reality is that modern cloud and AI deployments involve intricate data workflows, stringent security requirements, and integrations with legacy systems that generic documentation or remote support struggles to address in a timely manner.

FDEs are experienced programmers embedded within customer organizations for an extended period. Rather than working remotely, they are placed on-site or in close collaboration with client teams to accelerate the development of customized solutions, resolve technical challenges, and ensure seamless implementation with existing platforms. By bridging the gap between vendor expertise and customer needs, FDEs reduce deployment friction -- ultimately shortening time-to-value recognition.

Image source: Getty Images.

How do FDEs help Amazon in the age of AI? In the current era of generative large language models (LLMs), AI workloads have become more demanding than standard cloud migrations. Customers often require assistance in tuning existing infrastructure for massive new data sets, optimizing GPU clusters, securing sensitive training data, and integrating outputs into operational processes.

An FDE model allows AWS to provide comprehensive, specialized support at scale and on demand. This hands-on capability differentiates AWS from hiring external consultants -- positioning the company to capture additional AI infrastructure spend as enterprises race to operationalize intelligence.

Today's Change

(

0.61

%) $

1.49

Current Price

$

244.16

The power of FDEs can be seen in Palantir's results Palantir Technologies (PLTR +2.51%) popularized the FDE approach shortly after launching its Artificial Intelligence Platform (AIP) in early 2023. By pairing AI software with teams of forward deployed engineers, Palantir swiftly transformed from a primarily government-focused contractor into a major commercial force.

This unique combination fueled the rapid customization of AI capabilities to fit enterprise environments, allowing Palantir to complement entrenched legacy software systems across several major industries. As a direct result, Palantir has recorded sharp increases in both revenue and profitability -- driven largely by accelerating commercial bookings and higher customer retention.

PLTR Revenue (TTM) data by YCharts

Palantir's FDE strategy has proved especially effective at penetrating the private sector -- where incumbent enterprise software vendors typically offer limited AI expertise and slow implementation cycles.

Arguably, Amazon's decision to implement FDEs to scale AWS reflects a deliberate adoption of Palantir's proven template. By embedding technical talent alongside its industry-leading cloud infrastructure and AI suite, Amazon could be on the path to replicating the level of customer intimacy and rapid-deployment advantages that fueled Palantir's AI-driven breakout.

In the latest trading session, Eli Lilly (LLY - Free Report) closed at $1,200.06, marking a -1.14% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.72% for the day. Meanwhile, the Dow experienced a rise of 0.3%, and the technology-dominated Nasdaq saw an increase of 1.12%.

Shares of the drugmaker have appreciated by 7.29% over the course of the past month, underperforming the Medical sector's gain of 12.48%, and outperforming the S&P 500's loss of 0.9%.

The upcoming earnings release of Eli Lilly will be of great interest to investors. The company's upcoming EPS is projected at $8.98, signifying a 42.31% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $20.28 billion, indicating a 30.34% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $35.6 per share and revenue of $85.73 billion, which would represent changes of +47.05% and +31.53%, respectively, from the prior year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Eli Lilly. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. 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, 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. Over the past month, there's been a 0.18% fall in the Zacks Consensus EPS estimate. Right now, Eli Lilly possesses a Zacks Rank of #3 (Hold).

In terms of valuation, Eli Lilly is currently trading at a Forward P/E ratio of 34.1. This indicates a premium in contrast to its industry's Forward P/E of 16.26.

Meanwhile, LLY's PEG ratio is currently 1.51. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Large Cap Pharmaceuticals industry had an average PEG ratio of 2.73 as trading concluded yesterday.

The Large Cap Pharmaceuticals industry is part of the Medical sector. With its current Zacks Industry Rank of 107, this industry ranks in the top 44% of all industries, numbering over 250.

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.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

SAN FRANCISCO, July 06, 2026 (GLOBE NEWSWIRE) -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users (“DAUs”) tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company’s market capitalization.

The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.

National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.

Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected] | 844-916-0895

Roblox Corporation (RBLX) Securities Class Action:

The primary focus of the litigation is on the propriety of Roblox’s disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.

Throughout the Class Period, Roblox has characterized its rollout as the “gold standard” intended to be implemented with “no friction.” The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.

As recently as February 5, 2026, during Roblox’s Q4 2025 earnings call, CEO David Baszucki responded to an analyst’s question about additional detail about the age-check rollout, assuring investors that “[w]e’re very excited and proud of the way our age verification rollout has gone” and “we found so many other opportunities for optimization that I’m very pleased and happy about the way the rollout has gone.”

The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company’s growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.

The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.

The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.

“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.

If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.

If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.

Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

Contact:
Reed Kathrein, 844-916-0895

In the latest trading session, Workday (WDAY - Free Report) closed at $137.99, marking a +1.91% move from the previous day. The stock exceeded the S&P 500, which registered a gain of 0.72% for the day. Elsewhere, the Dow saw an upswing of 0.3%, while the tech-heavy Nasdaq appreciated by 1.12%.

Shares of the maker of human resources software have depreciated by 6.15% over the course of the past month, underperforming the Computer and Technology sector's loss of 6.12%, and the S&P 500's loss of 0.9%.

Analysts and investors alike will be keeping a close eye on the performance of Workday in its upcoming earnings disclosure. In that report, analysts expect Workday to post earnings of $2.62 per share. This would mark year-over-year growth of 18.55%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $2.63 billion, up 12.18% from the year-ago period.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $10.75 per share and a revenue of $10.66 billion, signifying shifts of +16.47% and +11.58%, respectively, from the last year.

It is also important to note the recent changes to analyst estimates for Workday. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. 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. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.99% lower. At present, Workday boasts a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that Workday has a Forward P/E ratio of 12.6 right now. Its industry sports an average Forward P/E of 19.82, so one might conclude that Workday is trading at a discount comparatively.

Meanwhile, WDAY's PEG ratio is currently 0.72. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Internet - Software was holding an average PEG ratio of 1.08 at yesterday's closing price.

The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 83, this industry ranks in the top 34% of all industries, numbering over 250.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow WDAY in the coming trading sessions, be sure to utilize Zacks.com.

THE WOODLANDS, Texas, July 06, 2026 (GLOBE NEWSWIRE) -- LGI Homes, Inc. (NASDAQ: LGIH) today announced it closed 496 homes in June 2026, including 29 currently or previously leased single-family rental homes. This represents an 8.5% increase compared to 457 homes closed in June 2025. Additionally, the Company closed 1,440 homes during the second quarter of 2026, including 75 currently or previously leased single-family rental homes. This represents an 8.8% increase compared to 1,323 homes closed in the second quarter of 2025.

As of June 30, 2026, the Company had 151 active selling communities.

The Company plans to release financial results for the second quarter ended June 30, 2026 before the market opens on Tuesday, August 4, 2026. The Company will hold a conference call at 12:30 p.m. Eastern Time on the same day to discuss the results.

A link to the live audio webcast will be provided through the Investor Relations page of the Company's website at www.investor.lgihomes.com under the Events and Presentations section.

An archive of the webcast will be available for replay on the Company's website for one year from the date of the conference call.

About LGI Homes, Inc.

Headquartered in The Woodlands, Texas, LGI Homes, Inc. is a pioneer in the homebuilding industry, successfully applying an innovative and systematic approach to the design, construction and sale of homes across 36 markets in 21 states. LGI Homes has closed over 80,000 homes since its founding in 2003 and has delivered profitable financial results every year. Nationally recognized for its quality construction and exceptional customer service, LGI Homes was named to Newsweek’s list of the World’s Most Trustworthy Companies. LGI Homes’ commitment to excellence extends to its employees, earning the Company numerous workplace awards at the local, state, and national level, including the Top Workplaces USA 2026 Award. For more information about LGI Homes and its unique operating model focused on making the dream of homeownership a reality for families across the nation, please visit the Company’s website at www.lgihomes.com.

CONTACT:
Joshua D. Fattor
Executive Vice President, Investor Relations and Capital Markets
(281) 210-2586
[email protected]